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@@ -22,7 +22,14 @@ FIRST CLIENT SOURCE CODE COMMIT JAN 3rd 2019
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# OUTSTANDING MAJOR AREAS TO BETA
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seeder seems to be putting schedules in the early hours 1am onwards not in the day as expected
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seeder wo created date not set properly, should match the way it's generated
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seeder wo need new fields and generate data to show off and test kpi widgets and features
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Add completed date to workorder, should be set when a closed status is set
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used for numerous kpi stuff
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adjust seeder to work with it so the closed state created date matches wo completed date
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Also, can we calc "time to respond" based on anything extant or should there be some kind of additional field / system for that
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i.e. maybe a workorder status is also a response status like some are closed??, then a mirror first response field like completeddate
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dashboard widgets
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@@ -30,31 +37,28 @@ They should be small and highly focused on a particular issue so that the user j
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So a hypothetical workorder count per time period widget would have a this month, last month, ytd, last year to date etc or however.
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Main idea being they are not needed to config, just pick the one you want
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should support multiple copies of an item that is configurable
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should support multiple copies if an item is configurable
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- Widgets to make for beta
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overdue workorders (booked on, in the past, not a closed status) for current scheduleable user
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overdue workorders for all users available to service manager roles
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Billed hours per month YTD for sched user (line chart)
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Billed hours per month YTD for all users available to service manager roles (line chart)
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Billed hours per day last 30 days for sched user (line chart)
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Billed hours per day last 30 days for all users available to service manager roles (line chart)
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Unassigned work orders for service manager
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CSR's not accepted yet in reverse chronological order for service manager
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Billable hours leader board case 3696: https://www.openfaas.com/blog/serverless-single-page-app/?utm_source=DigitalOcean_Newsletter
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DASHBOARD:CR - open wo list by selectable status case 1974
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Number of work orders created per day over time (from case 1882)
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** THIS ONE FOR SURE IT"S TOP REQUESTED IN SURVEYS OF SERVICE MANAGERS
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configurable time frame
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v7 dashboard help doc:
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% wo closed within close by date
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What shows within the Dashboard depends on whether the account you are logged in as is a schedulable resource or not (set in your User entry screen),
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and what your security group rights are to Service Workorders, Schedule Markers, Memos, and Customer Service Requests.
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idea, not cased: closed state by status (i.e. different reasons for being closed)
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If logged in as a user that is a schedulable resource, the Dashboard is where you can quickly see at a glance, as well as access:
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•Overdue provides links to service workorders that were scheduled prior to today's present time and date as a reminder so that you do not forget to enter your
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labor, parts, etc as well as checkmark Service Completed.
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•Scheduled provides links to service workorders that are scheduled after today's date and time
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•Service Rate Quantity shows at a glance totals for today, yesterday, current week, current month and current year of your Labor hours
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(or whatever the unit charge is that you use). The label text Service Rate Quantity is taken from your Labor subsection of your service workorder entry screen.
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•Reminders provide links to the next three future dated Schedule Markers or Follow Ups assigned to you as a schedulable resource.
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Otherwise quick access for company information (name displayed is from your registered license) or Region specific name is displayed if the user logged in is assigned to a specific Region:
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•Not assigned provides links to service workorders that have not yet been assigned to any schedulable resources.
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•Overdue provides links to service workorders that were scheduled to schedulable resources of this company/specific region prior to today's present time and date.
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Very useful as a reminder for both the dispatch manager and schedulable resources
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•Next provides links to service workorders that are scheduled after today's date and time for schedulable resources of this company/specific region
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•Service Rate Quantity shows at a glance totals for today, yesterday, current week, current month and current year of schedulable resources of this company/specific region
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Labor hours (or whatever the unit charge is that you use). The label text Service Rate Quantity is taken from the Labor subsection of your service workorder entry screen.
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•Customer Service Requests provides links to the next three not yet accepted customer service requests.
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