Transcript of Open Recommendations (Roll Forward) GM-58. Work Schedule.
- Slide 1
- Open Recommendations (Roll Forward) GM-58
- Slide 2
- Work Schedule
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- OK SVSP Instructions
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- Yes
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- Pull Shade up Service Summary SCROLL AS NEEDED REQ: Upon start
service the system must present the Service Summary UI with the
Shade DOWN. This is the only time in which the system will default
the shade to pulled down. NOTE: This will replace the current
functionality of showing the customer and invoice information on
the Service Summary UI. See below. Current UI
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- Service Finding Service Summary SCROLL AS NEEDED REQ: A Roll
Forward Record must be displayed for all open eStat findings,
except Pest. REQ: The Roll Forward record is Read Only. The user
may not edit or delete any previously entered info. (NOTE: The user
may close the record and/or add comments) REQ: Roll Forward records
must be visible no matter the service type (INV, CSR, Manual) REQ:
Any user with access to the Account must have visibility to the
Roll Forward records REQ: Only Open (not closed) Roll Forward
records for the account must be visible REQ: Roll Forward records
must be made visible at start of the service from the Service
Summary REQ: Roll Forward records must be listed in descending
chronological order, with the newest record at the top. REQ: Roll
Forward records, and their Service Summary, must be displayed with
a gray background. REQ: Roll Forward records must display their
create date from the Service Summary View REQ: SVSP must have the
ability to filter the Service Summary view to display only Roll
Forward records. REQ: The user is not required to act on any of the
Roll Forward records.
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- Pest Activity Service Finding
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- Site
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- Apartments
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- Done
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- Apartments Save
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- Add Comment to Rolled Forward Apartment Issue SCROLL AS NEEDED
Service Summary
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- Comments Text Box I spoke with Gary who said they have ordered
new cans. SCROLL AS NEEDED SCROLL REQ: All details, including any
comments added when the finding was created, must be visible from
the summary pane. The pane should scroll as needed. REQ: The
Summary must include the Findings create date, labeled Date Opened
REQ: The Summary must include the Findings creator name and SVSP
ID, labeled Opened by REQ: The Record must always default to Open
REQ: Should the user select Closed, the system must immediately
place focus on the comments text box. REQ: The system must display
all associated comments, listed in descending order with the newest
comment at the top. REQ: All comments in the listing must lead with
the comments create date and creator (Name and SVSP ID) REQ: The
system must never require the user to enter comments. FUTURE
ENHANCEMENT. Provide the ability to assign the action to a named
person (customer). Re-label Recommendation to Finding: This finding
is currently:
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- Done I spoke with Gary who said they have ordered new cans.
SCROLL
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- Add Comment to Rolled Forward Apartment Issue SCROLL AS NEEDED
Service Summary
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- Closed SCROLL AS NEEDED SCROLL
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- gh SCROLL AS NEEDED SCROLL
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- Add comments / Done SCROLL I was able to access the area..
Thank you!
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- Add Comment to Rolled Forward Apartment Issue SCROLL AS NEEDED
Service Summary Q. Should the SVSP be allowed to Reopen the issue
within the same service? YES REQ: The user may edit a record they
marked as closed (within the same service visit) back to Open
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- Open Recommendations / Roll Forward Message Q. Should the
system display a warning message if the user enters a finding with
the same Site + Condition Category + Condition + Action? YES
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- Ants Noted during service Upon user selection of a condition,
the system must check for an existing record (Site + Condition
Category + Condition); If found: present message
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- Cancel REQ: The system must display a message if the user
enters a finding with the same Site + Condition Category +
Condition + Action. REQ: The user must have the option to select an
Open Recommendation or Cancel. REQ: If the user selects cancel. The
system closes the message, saves the record, and displays the
Service Summary UI displaying this record at the top. REQ: If the
user selects an Open Recommendation the system must not save the
current record, and display the Open Recommendation UI.
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- Error triggered
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- SELECT RECORD REQ: The system must display a message if the
user enters a finding with the same Site + Condition Category +
Condition + Action. REQ: The user must have the option to select an
Open Recommendation or Cancel. REQ: If the user selects cancel. The
system closes the message, saves the record, and displays the
Service Summary UI displaying this record at the top. REQ: If the
user selects an Open Recommendation the system must not save the
current condition record, and display the Open Recommendation UI.
PLEASE NOTE: If other conditions have been previously selected, AND
the user selects the existing record from the message, the system
must SAVE the previously selected Condition(s).
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- Select Record
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- SCROLL AS NEEDED More than Two Records One Record Two
Records
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- Open Recommendations / Roll Forward Reporting
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- Any/all Structural, Sanitation and Prep issues will
automatically be included on all reports until closed. Repetitive
Column: List only the Opened Date (create date) of Structural,
Sanitation, and Prep findings. Action Needed/Taken: Include the
Date (SVSP) and text of all associated comments. List in descending
date order (newest at top) Display all findings and comments in
descending chronological order oldest items at the bottom.
02/06/2013 01/06/2013 Opened 02/06/2013 3/06/2013 (Eric Anderson
123456) At vero eros n et iusto odio dignissim qui blandit
praresent Ugy, 3 Current StateProposed
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- Any/all Structural, Sanitation and Prep issues will
automatically be included on all reports until closed. Already Open
Recommendations: remove from report and display items in findings
section Display all findings and comments in descending
chronological order oldest items at the bottom. Current
StateProposed
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- Open Recommendations / Roll Forward Analysis Documentation
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- ConditionCond. Comments ActionAct Comments Recommendation
created Recommendation Created = Open Recommendation created = Open
Recommendation + Comment = ConditionAction Recommendation New
Comment ConditionAction Open Recommendation (read only) Q1. Does
user have any visibility to these comments? Q2. Does the new
comment get saved with a date/time stamp? 1 2 3 Open Recommendation
created = Open Recommendation Closed = ConditionAction Open
Recommendation (read only) Q3. Does user have any visibility to
these comments? ConditionAction Open Recommendation (read only) New
Comment Status Closed Status Open Status Open Status Open Q4. If
the recommendation is created is the Repetitive logic impacted
(cond. category + site + cond. code)?
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- ServiceNow
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- France - Planitec