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| - | [[Category:Projects]] | + | [[Category:Action Required DRs]] |
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| | == Info == | | == Info == |
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| | Project Mantis: 0002488: [KPI]......... <proj> | | Project Mantis: 0002488: [KPI]......... <proj> |
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| | + | <font color="red">!!! This wiki was originally written by Tracie. After she completed it Alex split content into 2 wikis - see links below.</font> |
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| | == Business Analysis and Requirements == | | == Business Analysis and Requirements == |
| | + | see below |
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| - | Right now the operations staff receives a number of scheduled reports via email daily. Currently these reports are scheduled according to office (by assigning a region) and if it is inbound (import) or outbound (export). So the NY Import Department is receiving these reports listing ALL NY import shipments. Marc has requested the following changes.
| + | == Requirements for any report == |
| - | | + | See [[DR framework for Action Required reports]] (content has been moved) |
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| - | ===Add these reports to a Dashboard report=== | + | |
| - | Dashboard should have one column listing the name of the report
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| - | For Example:
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| - | NY - Past Due Arrivals - Ocean - General Import
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| - | of
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| - | NY - Past Due Arrivals - Coty
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| - | Dashboard should have another column showing the total number of shipments count on this report.
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| - | *This number should be a hyperlink, that would open up a report. Depending on the report, it may have another level of drop down.
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| - | | + | |
| - | For Example
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| - | NY - Past Due Arrivals - Ocean - General Import Total Shipments 4
| + | |
| - | after clicking the hyperlink, the next report would only list the client name and total number
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| - | of shipments past due for that client. This number would also be a hyperlink.
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| - | Space NK 2
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| - | Nassau Candy 1
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| - | Artcraft Health 1
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| - | After clicking the hyperlink, the next report would be an excel spreadsheet listing all the details of those shipments
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| - | (including all the details that are currently on the "Past Due Arrivals - Ocean report")
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| - | Dashboard should provide real time updates
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| - | Once the report is added to the dashboard, the system should no longer email the report to the operators.
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| - | *May need to add flexibility where you can select dashboard or email per user, if you are coping a Jaguar User in on a scheduled client report.
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| - | | + | |
| - | === Glossary ===
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| - | * [[cat#Dashboard | Dashboard]]
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| - | * [[cat#Dashboard Report | Dashboard Report]]
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| - | | + | |
| - | === Summary ===
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| - | | + | |
| - | ''What are we trying to achieve? What are the main goals of this module? ''
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| - | | + | |
| - | ==== Core need ====
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| - | To add a number of Dashboard reports for internal users.
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| - | | + | |
| - | ==== Core functionality ====
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| - | | + | |
| - | * Take some existing reports and create Dashboards for them.
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| - | * '''Personalization.''' Make specific reports instances configurable in Admin. For example, Sue would see only in transit dashboard report for CTs for the client she handles. On the other hand John her manager would see in transit report for all clients (E0) that his team is managing.
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| - | * '''Easy management.''' Ability to map one report to a group of users.
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| - | * '''Extra filters.''' Might be required to add extra flexibility for report conditions.
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| - | | + | |
| - | NOTE: There is a similar component for internal reports / KPIs. See 0002932: [KPIs] ...... <proj>
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| - | | + | |
| - | === Details ===
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| - | | + | |
| - | ==== General idea for Dashboard Report ====
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| - | TBD
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| - | ==== Past Due Report Dashboard Report ====
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| - | TBD
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| - | ==== Impending Arrivals Dashboard Report ====
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| - | == Implementation Notes ==
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| - | | + | |
| - | === Pre Implementation Architect Notes ===
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| - | ''Written by Architect after previous section is completed.''
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| - | === Implementation Notes === | + | == Requirements for specific reports == |
| - | ''To be written by Developer or BA by the time UAT is completed. Briefly defines what was implemented and how.''
| + | === Specific Dashboard Reports === |
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| - | === Post Implementation Architect Notes ===
| + | See [[DR for 9 existing Action Required internal reports]] |
| - | ''Written by Architect after previous section is completed.''
| + | |
Project Mantis: 0002488: [KPI]......... <proj>
