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