Changes between Version 5 and Version 6 of Deployments/Sandy/Recovery


Ignore:
Timestamp:
09/17/13 04:39:03 (8 years ago)
Author:
devin
Comment:

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  • Deployments/Sandy/Recovery

    v5 v6  
     1The main uses of eden.NYCPrepared.net are for hosting the membership contact directories of "network coordination groups".  These include the following information for each group:
     2** staff contact information and their membership in network group subcommittees
     3** facilities that can be used for shipping, receiving and storing inventory
     4** media directory that can syndicate XML data feed for news (RSS), events (iCAL) and map layers (kml)
     5
     6This requires us to focus the next Sahana update on:
     7* modifying the organization directory for use by the Sandy Long Term Recovery Organizations
     8* improving usability and information access for anonymous users
     9* general usability improvements for managing inventory and assets for use by relief hubs
     10
     11Next Steps:
     12* clear out existing users and start fresh with new user groups:
     13  * anonymous are unlogged in users
     14  * members manage their own profile, the profile of their organization
     15  * network admin can manage the list of organizations in their network
     16  * logistics users can manage their own facilities and interact with item requests
     17  * logistics admins can manage all facilities and manage all requests
     18  * case managers can interact with requests
     19
     20* write a new home/front page with content for:
     21  * anonymous
     22  * organization users
     23  * logistics users
     24  *  case managers
     25
     26Done:
     27* create an archive of the existing sandyrelief system so it can be reviewed by others
     28* clear out existing "organizations" and replace them with LTRO membership, starting with the [http://www.sisandyhelp.org/member-directory Staten Island LTRO member directory].
     29
     30=== Anonymous Users ===
     31Anonymous users (and user that comes to the site without signing in) should be able to view the following sections of EDEN:
     32* Home
     33* Organizations
     34
     35=== Inventory and Assets ===
     36
     37'''Key Question:''' Stock Counts are the primary way people maintain an inventory in Sahana, but this is not always ideal.  Would it be possible to give facilities the option to manage their stock on a rolling basis in which they can edit item quantities directly from their stock screens and a log is kept of all the changes? 
     38
     39'''Key Features'''
     40* When sending a shipment, after it auto-corrects an item, the system used to show how many items the user still had in stock, but no longer does that.  It would be nice for it to continue to do that.
     41* Send Shipment > Add New Item, the pull down menu only shows the item name.  It should show both the item name and the pack. 
     42* Give users the ability to edit stock from the Facility > Warehouse > Stock page, maybe they could toggle "Stock Adjustment On" to reveal editable table of items.
     43* Change information displayed at Facility > Warehouse > Stock table to: Item - Category - Pack - Pack Quantity - Unit Quantity - <action> - Bin - Expiration - Owner - Supplier - Status - Updated.  Ideally this could be displayed less like a table and [https://docs.google.com/drawings/d/1iK6SMzyfqG2eSrEjFaS7ZgdseLM4wIQGQNlZvYA1KT4/edit?usp=sharing more like this].
     44* During Stock Counts, Sahana gives autocompleted recommendations when adding an item.  Those recommendations only have the Item's Name.  It would be better if they also had the item's Catalog.  For example, "Water" would be displayed as "Water (Sandy)"
     45* Include Pack unit information whenever packs are displayed.  For example, "4 boxes" would display as "4 boxes (36 x piece)"
     46* Give users the ability to delete items and item categories, but make it less likely they will accidently do so by creating a "Safety Button".  To active delete functionality( reveal delete buttons), the user must click the "safety" button.  The safety button would be off by default. 
     47* On the "Adjust Item Quantity" page, all the "reasons" for the adjustment are options for why there are less items, not why there are more.  Please add the following reasons: "delivery", "found"
     48
     49'''Reporting Features:'''
     50* Warehouse Stock Report
     51  * Be able to remove items with zero inventory
     52  * Show packs and pack quantity
     53  * Easy PDF and XLS exports
     54  * Ability to sort tables
     55  * List Column for Comments/per item
     56* Monetization: http://demo.eden.sahanafoundation.org/eden/inv/inv_item/search?report=mon
     57* Utilization: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=util
     58* Incoming Supplies: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=inc
     59* Releases: http://demo.eden.sahanafoundation.org/eden/inv/track_item/search?report=rel
     60* Receive/Incoming Shipments: http://demo.eden.sahanafoundation.org/eden/inv/recv
     61* Custom Reporting?
     62
     63Additional Features
     64* Add a search bar to the sidebar menu, maybe with a drop down to specify what types of items to search.
     65* Color code permission features so you can see what options other people can't see
     66* Give users the ability to see what permissions they have been granted - maybe in their user profile?
     67* Floating sidebar menu?
     68
     69==== Item Labels and Descriptive Fields ====
     70The following items have been defined in this spreadsheet: https://docs.google.com/spreadsheet/ccc?key=0AvGeaSVQPEYUdDZmbm9aWlFINGtnN3ZBcVJnYzlhb2c&usp=sharing
     71* Asset
     72* Asset Log
     73* Contacts
     74
     75The first row defines the field labels.  Green colored fields should be implements, yellow fields can be kept and red fields should be deleted or hidden from view.
     76
     77
     78=== Case Managers ====
     79LTROs would like to give disaster case managers the ability to request goods from relief hubs that are managing inventories in Staten Island. 
     80
     81This means allowing "case managers" to view the inventory at participating locations.  Ideally case managers couldn't see quantities of items, just that they exist and can be requests.
     82
     83'''Case Manager User Type'''
     84* Check inventory
     85* Request Items
     86* Request Items for Specific Residents
     87
     88'''Logistics Admin User Type'''
     89* Log inventory
     90* Fulfill Item Requests
     91
     92'''Victim'''
     93* Basic info
     94* Priority
     95* Disabled
     96* Family w/ children (2-18)
     97* Number of Children
     98* Additional Info (notes)
     99
     100== Projects Back Burner ==
     101For Anonymous Users creating projects:
     102* Give Anonymous Users the ability to create projects Currently this would be possible right now if it weren't for "lead implementer" not allowing people to make a selection or "add an organization".  If this is due to Anonymous users not having the ability to see organizations, then that will be fixed by giving them that ability.
     103* Anonymous users project should go into a "private" status until they are accepted by the "project admin users" in which case they'd be made public.
     104
     105=== Projects ===
     106
     107Projects: http://sandyrelief.sahanafoundation.org/eden/project/project
     108Change headings to
     109* Project Name
     110* Project Blurb
     111* Status (Past, Present, Future)
     112* Lead Implementer
     113* Total Funded
     114* Website
     115
     116Project Details: http://sandyrelief.sahanafoundation.org/eden/project/project/1/read
     117
     118Under '''Basic Details'''
     119* Drop "categories" from profile/display
     120
     121Under '''Organizations'''
     122* Add "Date Created" to display table
     123* Add "Proposal" field where a link to the proposal or budget can be added.
     124
     125Under '''Activities'''
     126* new order: Project Title (not blurb and title), Activity Title (instead of name), Short Description (make field larger text box), Date
     127* Can this generate a proper RSS feed?
     128
     129Under '''Media'''
     130NOTE: projects can use this tab to upload budgets and see their status.
     131* Can this tab be viewed only by project admins?
     132* Can we add "status" to Media and give project admin users the ability to: (1) add comments to the media, (2) change media status (pending, accepted, rejected, modified)
     133
     134Under '''Staff'''
     135* Change tab name from "Staff" to "Members"
     136* Make this tab only view-able to Project Admins
     137
     138NOTE: if we can't make Media and Staff tabs restricted while having the "Projects" section available, implement the changes anyway, but it's likely we won't use those tabs in the official "project process".
     139
     140Eliminate the '''Volunteers''' tab
     141
     142== Organization Directory COMPLETED ==
     143
     144'''Organization Tabs'''
     145* Basic Details
     146* Contacts
     147* Facilities
     148* Projects
     149* Assets
     150
     151'''Organization Basic Details'''
     152* Name
     153* Acronym
     154* Organization Type (check boxes)
     155  * Coalition
     156  * Religious
     157  * Business
     158  * Government
     159  * Nonprofit
     160  * Grassroots
     161  * Foundation
     162* Services (checkbox)
     163  * Muck-Out
     164  * Rebuild
     165  * Mold Remediation
     166  * Legal Services
     167  * Health/Safety Training
     168  * Referral Services
     169  * Disaster Case Management
     170  * Housing Re-Location
     171  * Rental Assistance
     172  * Food
     173  * Clothing
     174  * Furniture
     175  * Medical
     176  * Mental Health
     177  * Spiritual Care
     178  * Mortgage Assistance
     179  * Financial Assistance
     180  * Free Tax Assistance
     181  * Volunteer Housing
     182  * Volunteer Coordination
     183  * Volunteer Showers
     184  * Supplies
     185  * HUB
     186  * POD
     187  * Elected Official
     188  * Government Service Org
     189  * Immigrant Services
     190  * Senior Citizen Services
     191  * Disaster Preparedness
     192* Network (check box)
     193  * Staten Island LTRO
     194  * Brooklyn LTRO
     195  * Queens LTRO
     196  * VOAD
     197  * Government:City
     198  * Government:State
     199  * Government:Federal
     200  * Business
     201  * Other
     202* Address
     203* Neighborhoods Served (checkbox):
     204  * Brooklyn
     205  * Manhattan
     206  * Staten Island
     207  * The Bronx
     208  * Queens
     209  * All NYC
     210  * Hudson Valley
     211  * Jersey City
     212  * Hoboken
     213  * Union City
     214  * North New Jersey
     215  * Central New Jersey
     216  * South New Jersey
     217
     218[list of all NYC neighborhoods: https://docs.google.com/spreadsheet/ccc?key=0ArhSktWsQi1VdHBYWVEtdWxhbWdYZ2VCLXFzQlk4YkE&usp=sharing]  Could we group them by borough?
     219* Phone
     220* Phone 2
     221* Email
     222* Website
     223* RSS
     224* Twitter
     225* Description
     226* Comments
     227
     228'''Organization Search:'''
     229* Name
     230* Network
     231* Neighborhood (could we make it so that people can indicate   
     232* Services
     233* Organization Type
     234* Keyword
     235
     236'''Organization Table View:'''
     237* Name
     238* Organization Type
     239* Network
     240* Services
     241* Neighborhoods Served
     242==== Additional Lower Priority Changes ====
     243
     244View All
     245* Hide “Department” and add “Groups”
     246* Eliminate “Contract End Date”
     247
     248Groups
     249* Replace the word “Team” with “Group” throughout the system.
     250* Enable us to click on a contact’s name in “Group View” >  “View Member” and have that take us to that person’s contact profile.
     251
     252Staff Member
     253* “Teams” tab on member profile currently displays a table with “Person, Team Leader, Description” when it should display “Team Name, Team Leader?, Description” and allow the user to “Open” the team view.
     254* Implement Staff profile changes as indicated in “Sahana for Sandy - Templates” spreadsheet
     255
    1256== Apps to Integrate ==
    2257