This commit is contained in:
@@ -11,39 +11,11 @@
|
||||
|
||||
|
||||
# Schedule form
|
||||
based on datalist with lots of filter "handles" on it
|
||||
needs a way to select which techs to show in which order, I guess ideally an additional saved view part as with filter for datalist
|
||||
maybe could just add a small key to the datalistfilter that is only applicable to this?
|
||||
Ideally the same datalist for all purposes so can just filter accordingly with built in pre-filter if single user etc
|
||||
This is also so datalist can drive reporting
|
||||
Needs to consolidate all sources of info that can go on display
|
||||
sourcetype of event so wo, review, reminder...
|
||||
Keep in mind calendar / schedule based widgets which could be a view and a format saved (no UI space to adjust)
|
||||
so maybe a "Make this view a dashboard widget" option?
|
||||
Also, schedule based widgets give us something to immediately provide with initial release if we haven't got to all the widget types yet
|
||||
From omnibus case 729
|
||||
- user able to set whether they want to see 15 or 30 or 1 hour increments
|
||||
- user able to set start time for day (i.e. some want 7am, some want 6am, some want 10 etc)
|
||||
- ability to set to display either a single day (today) or a week around todays date, etc.
|
||||
- case 1219 now incorporates saving user settings for days viewed on exit - so that part is already done (DON"T FORGET TO SAVE CONFIG USER HAS SET)
|
||||
- Personal schedule in home area shows review, reminder and wo scheduled items for techs
|
||||
only shows personal to that user
|
||||
- Shared schedule for dispatch service mgmt area shows all techs and wo items
|
||||
filterable to which techs to include
|
||||
savable filter
|
||||
savable orderable which techs in which order
|
||||
savable all settings
|
||||
should act like filters for datalists but also for configuration stuff
|
||||
user selects filter, techs to show, what order etc and then it just uses that when they select it as a view
|
||||
Views could also drive schedule type dashboard widgets as well
|
||||
Copy the fuck out of google calendar UI layout, it's popular and easy to use https://calendar.google.com/calendar/u/0/r/week?pli=1
|
||||
however it is a bit too complex in many areas so just stick to the bare essentials and cleanliness a.m.a.p.
|
||||
This I like about it:
|
||||
One single PLUS button prominently displayed to add an appointment
|
||||
|
||||
|
||||
CASES
|
||||
3766 - view schedule filtered by customer so can see at a glance all past and future for a single customer (more data table filter similarity)
|
||||
"show all " but on a schedule to view that way instead of a data table
|
||||
3697 - arbitrarily order schedule by user instead of built in by lastname
|
||||
3698 - hide unassigned tech slot (or case 3697 above would take care of that too)
|
||||
3511 - "Review" feature (was followup sched marker), appointments that link to objects and display alternatively in UI
|
||||
@@ -51,23 +23,6 @@
|
||||
1686 - ability to set how much stuff displays / alt schedule / calendar view??? Not sure really, it's a mish mash
|
||||
729 - mass misc omnibus copied to above the useful bits
|
||||
|
||||
SCHEDULE TODO:
|
||||
Basically just replicate google calendar UI with our own related objects driving it
|
||||
Day, Week, Month, Year, Schedule (not actually a calendar, but a list, do we need??), 4 days views
|
||||
Data list functionality with filters to drive schedule, however people select them in the UI rather than the way we filter datalists now (would be ideal)
|
||||
only real filters are who, when where who could be also a particular customer (or is that it's own view)
|
||||
Making more schedule forms is a relatively cheap thing to do so if there is a customer centric view then maybe that's it's own schedule page
|
||||
entirely, e.g. a "View Schedule" menu item option in Customer opens a customer centric view since it doesn't need a lot of other shit
|
||||
(maybe even a timeline??) This differs from the record history, it's the business history
|
||||
Also can schedule work from that calendar maybe? Or follow ups etc
|
||||
|
||||
TO BE DETERMINED:
|
||||
How / if show multiple users schedules at once?
|
||||
same calendar, separate calendars? How do major softwares booking multiple people do it or should it be done?
|
||||
what are the tasks when multiple??
|
||||
compare, look for openings?
|
||||
|
||||
|
||||
|
||||
|
||||
//..........
|
||||
@@ -785,4 +740,5 @@ BUILD 131 CHANGES OF NOTE
|
||||
- case 3946 at a glance wiki present implemented
|
||||
- Added work order states collection to report data for work order and status viz fields: Name, color, completed, locked
|
||||
- Added work order item status and priority Name and Color fields as viz fields to report data for work order
|
||||
- Review object added ReviewObjectViz field to report data which will have name of reviewed object or if it's not a named object the translated object type name instead
|
||||
- Review object added ReviewObjectViz field to report data which will have name of reviewed object or if it's not a named object the translated object type name instead
|
||||
- Added personal schedule form (home-schedule) for initial UI testing before implementing other schedule form based stuff such as service-schedule and others
|
||||
Reference in New Issue
Block a user