Scheduled Reports
From UG
(→Tweaks V.1.1.b) |
(→Business Requirements) |
||
| Line 80: | Line 80: | ||
NOTE: this requirement is from Marc on Dec 15, 2009 | NOTE: this requirement is from Marc on Dec 15, 2009 | ||
| + | |||
| + | From what we discussed, Impending , incomplete and past due reports are for Internal users only and the ct# links should link to Edit page on Ops> internal app. | ||
| + | Other reports: Daily, In-transit, Main, and previous day reports are for both Internal and client users and ct# links should link to view page(client interface> shipment detail and Internal interface> view shipment page) | ||
Revision as of 22:47, 16 December 2009
Contents |
Mantis
Business Needs and Requirements
Technical Specification
This is a place in the system where reports can be scheduled (we assume the only place)
gen1] Access will be restricted (add this as item to user access table)
gen2a] It presents the following main fields
* Rep Class – parent report (InTransit, MainWizard, etc) * Client (just a tag, not report filter) * Rep Instance Name * Date created / modified * Last Modified by
gen2b] optional/additional (some of it could be columns, some – tooltips): Discuss: do we need this now?
* Schedule params * Recipients, cc, bcc
gen3] sorted by Rep Class then by Rep Instance then by Client
gen4] “client” here is not a report filter, it is a tag indicating for what client company this report is to be scheduled for (associated with)
gen5] it is possible to “delete” or “edit” or “add” new scheduled report
gen6] profile example: ...
Gen7] Discuss: UI above could be different. What is important is that we have “General Tab” as above with schedule, etc.
Plus we have access – link or tabs to edit specific report parameters.
Summary
User Interface
Special Cases
History
Tweaks
1) time set on reports must be GMT London time (display word "GMT")
3) CC, BCC fields are missing
4) REplace label "Client Company:" with "Report For Company:" . This will make it clear that it is not a filter.
Tweaks V.1.1.a
Note: Tw1)-Tw3) are Mantis 1268, tw4) is Mantis 1272 -- Tira 9:12 AM 2 Oct 2009 (UTC)
tw1) Schedule: Make time zone as a dropdown list and default based on Jaguar User Log in local time
tw2) Make Recipients: text box to dropdown list include a list of Client email (non-JG users) that depends on Report For Company dropdown selected. For example, if report for company filter is set to company X, Recipients dropdown list will be employees who work for company X --> Kostya said it is a tag, so this will be included for all the non-JG users list.
tw3) Make CC and BCC recipients: text box to dropdown list with combination list of Jaguar and Non-jaguar Users
tw4) Add Schedule option for Every __ hours with a dropdown list of 4, 18, 12, 16, and 24 hours
tw5) Allow user to manually type email lists on list box of emails for recipients -- Tira 4:12 AM 22 Oct 2009 (UTC)
tw6) CT# hyperlinks for client users -> link to view shipment on client interface, for internal users -> link to view shipment on Internal interface.
NOTE: manually typed email addresses (copied and pasted to combo box) -> anonymous: consider to have hyperlinks to view client interface. And if that user doesn't have client visibility, there is a warning pop-up message.
Tweaks V.1.1.b
Business Requirements
NOTE: this requirement is from Marc on Dec 15, 2009
From what we discussed, Impending , incomplete and past due reports are for Internal users only and the ct# links should link to Edit page on Ops> internal app. Other reports: Daily, In-transit, Main, and previous day reports are for both Internal and client users and ct# links should link to view page(client interface> shipment detail and Internal interface> view shipment page)
