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Color Code: Yellow
Created By: Shannon Scoffield
Created Date/Time: 7/29/2014 5:49 pm
 
Action Status: Blank (new)
Show On The Web: Yes - (public)
 
Time Id: 2372
Template/Type: Other Documentation
Title/Caption: Brainstorming - Working on Corp History
Start Date: 6/23/2009
Main Status: Active

click to enlarge - photo by: Shannon Scoffield -
click to enlarge - photo by: Shannon Scoffield -
 


Notes:
Working on Corp History
- I want to show at least two different reports:
o Effectual – what shows up
o Historical – who touched what
- I want to keep things as simple as possible
o There are 100’s of tables, 1,000’s or records, and tons of different application types. (K.I.S.S.)
- On all reports, go from general, to details, to full drill-down.
- Not all histories have a drill-down
- Not all items have a date/stamp
- Possible filters: date range, user, location (same), application type, corp (behind the scenes)
- On general results I need the following:
o Caption (item name/sub item)
o Drill-down (link)
o Count (record count)
o Value ($ if any)
o Destination (B.S., I.S., Both, N/A)
- I want to switch very quickly between dates and report types
- Maybe I need a basic search and an advanced search.
- This may be the first report after clocking in/out that a manager views or looks at. Make it easy and effective. Default to current day with options to look back 1 day, 2 days, weeks, months, custom date range.
- Because I want to switch between types and dates quickly. Maybe I need to have the search form be on the top of the page and the results on the bottom of the same page.
- One of my main goals is to help users and managers be aware of what happened, who the players were, and what effect their actions had.
- It would be really cool if the application helped the users know if the action effected B.S. or I.S. or General (no effect on financials). (Maybe even both B.S. & I.S.)
- Once a date is pulled, if a date in the past, show a quick link for next and previous (meaning dates).
- Similar to daily/weekly sales reports. Show the correct date heading and title for the reports.
- On the historical report have options to group by application type or run exact history (chronological according to time stamp).