229 lines
4.8 KiB
Plaintext
229 lines
4.8 KiB
Plaintext
# RAVEN FEATURES / CHANGES FROM AYANOVA 7.x
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* Items with an asterisk are completely new
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## FOUNDATIONAL ITEMS / NFR
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( Things that need to exist right off the start)
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### SECURITY / AUTHENTICATION
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- SECURITY GROUPS / RIGHTS
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- https://rockfish.ayanova.com/default.htm#!/rfcaseEdit/1809
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- Moving to roles
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- AUTHENTICATION
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### COMMON BUSINESS OBJECT PROPERTIES
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- *Tags
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- Regions
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- Attachments and docs
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- Wiki pages
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- Custom fields
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- Common actions quantified and identified
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- Event log (actions / events enum)
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- Notification (notifiable interface?)
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- Support log (feature usage, crashes, ui element used)
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- BIZ object switch / circuit breaker
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- ID number generator for PO's workorders, quotes, pms etc. Unique number for each type.
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### SHELL / MENU
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## FUNCTIONAL REQUIREMENTS
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### FEATURES
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- MRU - shell
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- PLUGINS
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- WIKI PAGE
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- LOGOUT
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- SUBGRIDS
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- CLIENT GROUPS
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- DISPATCH ZONES
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- PART ASSEMBLIES
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- PART CATEGORIES
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- PARTS WAREHOUSES
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- PRIORITIES
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- RATES
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- TAX CODES
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- UNIT MODEL CATEGORIES
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- UNITS OF MEASURE
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- UNIT SERVICE TYPES
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- USER CERTIFICATIONS
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- USER SKILLS
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- WORKORDER CATEGORIES
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- WORKORDER ITEM TYPES
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- WORKORDER STATUSES - BIG NEW FEATURES FOR THIS ONE
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- QUICK OPEN WORKORDER / QUOTE / PM BY NUMBER
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- HELP
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- CONTENTS F1 (goes to manual online)
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- TECHNICAL SUPPORT (goes to the forum)
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- CHECK FOR UPDATES (popup dialog)
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- PURCHASE LICENSES (goes to license FAQ page, not purchase page)
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- ABOUT AYANOVA (shows some support info as well as version)
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- LICENSE (enter / view license)
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- EXIT (closes AyaNova, weird that it's there and help isn't last)
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- CUSTOMIZE TEXT (administrator only)
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### DASHBOARD
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### SERVICE WORKORDERS
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- SERVICE WORKORDER
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- SERVICE WORKORDER TEMPLATES
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### QUOTES
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- QUOTE WORKORDER
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- QUOTE TEMPLATES
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### PREVENTIVE MAINTENANCE
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- PM WORKORDER
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- PM TEMPLATES
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### SCHEDULE
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### INVENTORY
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- PARTS
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- PURCHASE ORDERS
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- PO ITEMS
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- PURCHASE ORDER RECEIPT
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- PO RECEIPT ITEMS
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- ADJUSTMENTS
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- ADJUSTMENT ITEMS
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- PART INVENTORY
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- PART REQUESTS
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### CLIENTS
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- CLIENTS
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- HEADOFFICE
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- CONTRACTS
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- PROJECTS
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- CUSTOMER SERVICE REQUESTS
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### UNITS
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- UNITS
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- UNIT MODELS
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- LOAN ITEMS
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### VENDORS
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- VENDORS (only item, nothing else here, hmmmm.....)
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### USER PANE
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- MEMOS
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- NOTIFICATION SUBSCRIPTIONS
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- NOTIFICATION DELIVERIES (user or all if manager account)
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- WIKI PAGE
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### SEARCH
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- has no sub items at all (will be deprecated and moved into every page at top)
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### ADMINISTRATION
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- *ONBOARDING / GUIDED SETUP
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- GLOBAL SETTINGS
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- REGIONS
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- SECURITY GROUPS
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- USERS
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- CUSTOM FIELDS DESIGN
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- LOCALIZED TEXT DESIGN
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- NOTIFICATION DELIVERIES
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- REPORT TEMPLATES
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- FILES IN DATABASE
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- SCHEDULE MARKERS
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### PLUGINS / ADD-ONS
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- AyaScript
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- DUMP
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- ExportToExcel
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- ImportExportCSV
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- Merger
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- OutlookSchedule
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- PTI
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- QBI
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- QBOI
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- QuickNotification
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- XTools
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- OL
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Dec 29th 2017 new workorder structure:
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Users will use templates heavily to get predefined workorder things pre-added so they can just enter what they need.
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Create new workorder, templates are offered with that option automatically and maybe some built in ones to get people going.
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Instead of the todo and completed sections, each line has a completed or not status and it displays differently
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so can still see at a glance what is done or not done. Items group within category by completed status.
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So items with quantities are not "completed" until they have an entry in their Quantity field. Suggested quantities only are incomplete.
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Items without Quantities have a "completed" or "serviced" check-box or some alternative that still gives equivalent to completed.
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Instead of Service and materials is the above features, however there could still be a similar view for certain roles.
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Can select charge to customer in same record if completed (or added records with real quantities).
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By default charges to customer automatically, maybe a setting though?
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Invoice and payments etc still to be determined
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_______________________________________
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[WO HEADER BLOCK]
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- header items
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[TODOS BLOCK]
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[TODO1 HEADER BLOCK]
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TODO1 ITEMS
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- Scheduled techs [no completed status?, does have a checkin feature maybe checkin triggers reveal completed as checkout equivalent?]
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- Parts [suggested qty and real qty]
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- Parts requested / on order ["completed" when all received]
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- Unit(s) [serviced checkbox]
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- Tasks [already has completed checkbox]
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- Outside service shipping [suggested and real]
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- Outside service repairs [suggested and real]
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- Loan item [suggested qty and real qty]
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- Custom fields [does this need some kind of completed?]
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- Travel [suggested and real qty fields]
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- Labor [suggested and real qty fields]
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- Expenses [suggested and real qty fields]
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TODO2 HEADER
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TODO ITEMS
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DONE ITEMS
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.....
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INVOICE - this is a view that shows bill to customer items, same stuff different view
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PAYMENTS
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PROFIT AND LOSS
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_________________________________________
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