Adilas.biz Developer's Notebook Report - All to All - (65)
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Time Id | Color | Title/Caption | Start Date | Notes | |
AU 3563 | 2010 | 1/1/2010 |
YEARLY ACCOMPLISHMENTS 2010 Steve, This is a list of things that happened and accomplishments made during the 2010 year on adilas. It was a great year with tons of great stuff. If you need more detail, just let me know. I have everything documented down to the date. January 2010: • Brandon and Andy created their first video tutorial. It never got published but it was a 4 minute video on using the adilas shopping cart. • Small face lift to the main adilas.biz site. Added the cloud background. • Created a number of new flyers. Added options for dynamic name and contact info. • Lots of brainstorming on marketing, what do we do, and how can we get it out to the people? • Came up with a new slogan: Your date, you cache & retrieve it, we secure it. • Prep and research for the dewy decimal system. • Encoded sensitive database fields for storage. Examples: bank accounts, routing numbers, customer and employee SSN’s, driver license numbers, EIN’s, and usernames. Passwords were already encoded prior to this. • Added a forgot password helper page. February 2010: • Added a multiplier for the recipe/build prep page. • Added the add as advanced PO line item page. This page allowed for mini conversion calculations during the add line item process. • Added new PDF forms. 1 for Texas and 2 for Colorado (paperwork). • Posted the first round of the dewy decimal stuff online. Hundreds of files were updated. • Small fix on internal transfer invoices. Added current costs to items. March 2010: • Added units of measure to parts, PO’s, invoices, and quotes. • Activated corp-wide settings: show bin numbers, show unit of measure, and show line item numbers. • Steve loaned some money to adilas. Thanks! • Added a sort order option to PO and invoice line items. Included a bulk sort page for changing multiple sort values at a single time. • Added code to help automate bad debt payments. • Added the profit and discount calculator. Linked up the profit and discount calculator with the loan payment calculator. • Brandon and Andy worked on some marketing ideas. • Added a tools and features list to the main adilas.biz homepage. Also a small scrolling flash movie with the features. Most of the ideas came from Brandon and Andy’s marketing sessions. April 2010: • Added special line item settings to the corp-wide settings. Over 100+ fields. Things like: Labor, Supplies, Other, Collected, Fee, Dealer Handling, Discount, Freight, etc. • Added a merchant processing prep step to help speed up the transactions. We were experiencing long wait times (every once in a while). • Added a grouped customer log report. • Added the profit percentage to the global parts mark-up tool. • Added a price helper field to the add/edit number page. Local java script to help with profit margins, mark-ups, and pricing. • Added a price switch to trailer and toppers. They were always a mark-up value and we added options to choose between a list price and the mark-up value that was calculated on the fly from the basis. • Applied the stock/unit price switch to all stock/units and made it part of the global stock/unit mark-up tool. May 2010: • Created the mini invoice or 3” customer receipt. • Added the last 4 of the credit card numbers to the payment notes for reference. • Tons of time working onsite at an adilas client’s. Great ideas and training ground. • Added the barcode generator. Added page tie-ins and posted a free barcode generator on the main adilas.biz homepage. • Added a recalc taxes switch for invoices with multiple locations. This is an after the fact deal and allowed for items to be pulled from one location and then flipped to another location. The taxes would be recalculated and invoice values changed. • Added the financial flow calculator and worksheet. June 2010: • Spent more onsite time at a client’s (on and off throughout the entire month of June). • Added a new tax category called “With Tax Included”. This helps back into a bottom dollar value. • Added a discount calculation option right from the profit and discount calculator page. • Added a printer friendly link to the printable PO page. Took off all of the extra navigation and quick search info. • Lots of new corp-wide settings. Added the barcode quick cart, quick cash checkout, number of payments on checkout, customer web settings, show/hide prices, web return address, and barcode label sizes. • Changed all of the disabled/helper fields to a light blue color with black text. The old way was a white field with a light grey text value. The new fields stand out and are easier to read. • Added the PO quantity to the add/edit parts page. This is really handy when adding new parts from within the PO line items mode. • Added the apply quick discount to the edit cart line items page. • Added the auto calculate change due setting. Recorded the info and helped show the actual change due. July 2010: • Brandon and family moved from Salida, CO to the Logan, UT area. Salida was the birth place of adilas.biz application. Spell Salida backwards… you get adilas. (2001-2010 9 years) • Added tons of new details to the grouped daily/weekly reports. Showed tons of new break-downs and details with drill-down links to underlying data. • Added a corp-wide setting to help limit and/or open up location specific inventory tracking. • Major push to activate all existing corp-wide settings. Didn’t actually complete until August 2010. • Added the key word “All” to all of the quick searches. August 2010: • Combined a push on all of the corp-wide settings. • Added external customer PO #’s to invoices and quotes. • Finished up the basic corp-wide settings. In all, updated and changed over 700+ files in all. Files were from the main adilas.biz site, secure backend, data components, web/customer files, etc. • Did some page clean-up and added some CSS (style sheet) changes to every page in the site (while checking for corp-wide settings). Tightened up the overall look and feel of the application (minor changes to the eye but helped to standardize code and flow). • Added new drill-down links to the history homepage report. • Created the mini version of the daily/weekly report (3” format). September 2010: • Added a corp-wide setting for specific unit names. • Added a new global find and replace part number feature or tool. • Added the first round of the advanced add to cart section or page. • Added a gateway connection to the Merchant One online credit card gateway. This was the second merchant processing option for adilas customers. • Added a test page for all merchant processing accounts. • Did a full rework on the USAePay gateway code and merchant processing code. This rework eliminated the random slow connections and made the entire system seem like it was working as fast as lightning. USAePay was the original merchant gateway added to the adilas.biz system (11/2009). October 2010: • Tons of brainstorming and documenting ideas and concepts. Worked on mapping out system players and processes on paper. • Created an interactive map of the adilas business platform. Map is just in concept stage and was drawings and graphics. Used a “building” layout to show players, concepts, and virtual departments. The building metaphor has rooms, sections, hallways, doors, and shows relative connections of the pieces (strategically placed items to show flow and relationships). • Presented the map concept during a whiteboard session in Salida. • Added all special line items, as their own group, to the history homepage as drill-down links. • Lots of brainstorming on the scheduler application and the element of “time”. • Ordered a new dedicated server for adilas.biz. • Switched to ColdFusion 9 as our scripting environment. • Tweaked the code that deals with changing part numbers. New code will help to cascade changes to the appropriate other tables. Much cleaner and hug time saver. • Went to live on the new dedicated server. Saw major increase in uptime and speeds. • Put up the first round of the adilasuniversity.biz site. Small graphic with some links and some verbage. November 2010 • Added some new filters on the update inventory counts pages. They were a barcode filter and a vendor quick switch field. • We have over 100+ domain names pointed to the adilasuniversity.biz site. This is mostly for future marketing and domain real-estate protection. • Added a link right from the default photo (thumbnail) to the add/edit photo page. Idea came from a guy named Logan out of Denver, CO. • Added a total or bottom dollar value to the advanced add to cart page. • Full rework on the advanced add to cart section. Included tax calcs, back calcs to quantity and prices, discounts, mark=ups, etc. • Added the part category as a filter on the main part number search. • Added the my cart favorites section. This is a user-maintained dynamic button section that allows for searching of parts, recipe/builds, adding items to cart, displaying advanced add to cart options, and custom setting (quantity, price, and description). • Brainstorming on adilas university and a multi-media training tool. December 2010: • Added a special my cart favorites search part number interface. • Posted an out of business note on the Morning Star Automotive website. The turning of an era! Thank you Morning Star! You got us where we are today! (site will be left up as a demo site) • Added buttons to create new items (deposits, carts, invoices, quotes, PO’s, expense/receipts, BSI, etc.) • Added show/hide toggle buttons to show/hide the main search criteria for reports. • Added the “Any” name option for customers and vendors. • Reworked the customer payment history report. Allowed custom settings to be applied and the ability to hide the deposit info. Basically, a printable customer payment history report. • Added a checkbox to help keep the search criteria open if needed (got a little too aggressive on the show/hide options). • Condensed the PO location/contact info for printable PO’s. • Working on a graphic version for the interactive business platform map. Really excited about the future! |
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AU 246 | Daily Ideas | 9/30/2010 |
-On sales tax – create a special help file just to explain how it works and who the players are. Add a link to this page from loc home, bs home and add/edit locs. -When I do figure out the back-up schedule… remember how fast things change (good and bad). Plan for change… -What kind of back-up system do we need? How do we protect the data? The pages tie everything together but the data makes it mean something. Do we mirror, web service, scheduler, outsource, do it ourselves, let the customer do it, don’t touch it, hybrid solution, mix and match? Think strategically and simple… -?’s – fixed location, slush piles, obscure, offsite, secure, remote, local, mixed, redundant, dead end, moving target, etc. From Post-it notes: -When dealing with flags and date (ranges) – if it is a one-time deal do a flag and a date, otherwise don’t be afraid to do a flag and a date range if needed. Tell the story, map back to what happened in time. -Different states and status: match, mismatch, easy, straight forward, normal, split, pre, post, partial, void or canceled, hanging, pending, done or complete, special, unknown, stale, dead, fresh, new, short, over, foul, out of bounds, start over, redo, reset, suspended, time out, denied or rejected, needs attention, unfinished, clouded, independent, dependent, simple, complex, backwards, reversed or inverted, out of order – events, incomplete, waiting. -Create a 1-many from loc to deal with difference or tax service fee (revenue from tax collection tax, revenue declarations) -Penalty fees and other IS accounts. (Don’t really worry about this; this is more of a reminder about I.S. penalty fees may get mixed in with B.S. items.) |
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AU 256 | Daily Tasks | 10/12/2010 |
October 2010 • On the phone with a customer going over reciprocal links and strategies. • On the phone with Steve talking about where we are headed. I started to tell him about all of the mapping that I am doing. He seemed pretty excited. • Scanned a quick version of the adilas key players and posted it online. • Also sent out a couple quick emails with the scanned images as a teaser. • This was the first round of putting key players in a building like layout or map. • On the phone with an associate from a company for over an hour. They sell scheduling and dispatch software to people. They had some cool stuff and could go clear to invoicing. They would then dump out to some accounting software. I added a customer log to their company inside adilas but basically it came out to $15,000 to $25,000 just for the software, hardware, licenses and set-up fee. This whole dollar amount just buys the software and then you still need to be able to dump it in to some form of accounting package. Sent the associate a follow-up email proposing that he help us develop a scheduler inside of adilas. • Spent the rest of the day doing more brainstorming, re-reading ideas and documenting special line items. |
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AU 261 | Daily Tasks | 10/19/2010 |
• BATC prep for Adobe Acrobat training. • Reviewing and brainstorming on adilas. • Small tweak to verbiage on a field in the statements. Changed finance charge to finance/late fee. • On the phone with Steve going over options to work with this associate on the multi scheduler/planner tool. As I was talking to Steve, we talked about how the scheduler should be able to do scheduling, rentals, reservations, customer time clocks, personal planner, appointments, or any person, place, or thing over time. We also spent a lot of time talking about employees vs. contact labor. We really want to run lean and help other people make their own decisions and run their own business. |
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AU 278 | Daily Ideas | 10/19/2010 |
-Add an option on the advanced add to cart page to add a second line at the same time. It would have to be an unlimited part. (May help with conversions.) -On the add to cart page for special line items, maybe add in all of the unlimited items per corp on the same list. (May help with conversions.) -Start these idea blocks at the top of the page instead of building up the page… you run out of room. _Maybe tie the ice-down date to global watchers. The further you go back in time, the more solid the numbers should be. -On touch screen – what about putting navigation on the entire outside border. Think sides and corner stones. -Maybe the flags need an in play/out of play status. That way I’m not grabbing out of play objects. -When searching flags – just grab the max id that is less than or equal to the top end date. Only things that exist will show-up. -If making a change in the past for global watchers, instead of doing a loop over every day in the past, just grab the dates (where something occurs) and loop over that. The dates are the actions and the key. I’m only worried about when things happen. -Add statements to the history homepage output. -Check the page flow for adding line items – how can you help the user know what to do next? Example: Creating a new E/R, you have to scroll way down to the 2nd page to put in a line item -If you can’t solve it on paper – how will you be able to solve it using code? -On conversions (for parts) maybe think 1-many from conversion to parts instead of 1-many from parts to conversions. I’m just thinking about maintenance and up keep. -Be your own style! -PO’s need at least two more date fields. They are ship by date and due date. These dates don’t play that much for accounting but they do help with operations. -I would like to make a general payables page for all items that we owe to a single vendor/payee. This could include PO’s, splits, REI’s and stock/units. Basically, this is a one pager that we can pick and choose at will. Partial payments are also allowed for an item including REI’s. -Need to be able to split invoices and PO’s to help handle backorders. Basically, whatever can go forward does and everything else that is missing goes on to the next invoice or PO. It might also be cool to tie the items together as a flex grid piece of the puzzle. Some sort of relationship gets built. -Along with the idea above, how would you keep an original order together with its subs and children that it took to fill the entire order. -We need a report that shows ordered, promised and quantity on hand. This would be a “what do I have where?” report. -On the scheduler application, include anything that could have a timeline on it… employee/users, vendors, customers, locations, stock/units, parts, blue sky, etc. Think of a flex grid level to tie into, very flexible and diverse. Select time, objects, go – that easy. -On the scheduler application, it needs to be able to handle scheduling, rentals, reservations, customer time clocks, personal planner, appointments, asset planning, time management, sharing and coordinating timelines and a vacation or trip planner. |
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AU 262 | Daily Tasks | 10/20/2010 |
• Renewed a bunch of domain names and purchased with new domains for adilas. They are adilasbookkeeping.com and .biz, pioneeringthecloud.com and .biz, pioneeringtheclouds.com and .biz (this one has an “s” on the end of it) and cloudpoineering.com and .biz. Pointed all domains to adilas. • Called and talked with an associate about the adilas scheduler application. • Sent emails to Steve with updates. • Spent two hours on the phone with Crystal Tech ordering a full dedicated server. • Wrote an email to Steve with info, pros, cons and thoughts. It is exciting and scary all at the same time. • On the phone with Steve going over the new options for the dedicated server. Also a small request for a company switching between PO types. • Spent an hour filling out a change form from shared to dedicated servers for Crystal Tech. |
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AU 279 | Daily Ideas | 10/20/2010 |
-On the scheduler application – allow the users to set the name in corp-wide settings. Allow for transparent and admin only statuses. Allow for private bookings. Allow a timeline to be printed in different formats. Allow for booking to tie to payroll. -A name for the corp watchers might be – location daily totals. -On these watchers – they may need to validate and crunch numbers after hours to help our users. Go to the source or change point. Cause and effect or action and re-action. -Spreadsheets – very simple and able to work as a timeline very easily. Think simple! ColdFusion 9 automatically works with MS Excel. -Went running and saw water in a ditch – water always flows in the path of least resistance. Help to channel people and their use of the system so that it flows and is very simple. -When making a physical part number change, help the uses out by cascading that new part # through the PO, invoice, quote and recipe line items. |
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AU 264 | Daily Tasks | 10/22/2010 |
• Checking in with Crystal Tech on the new server. • Installing and testing ColdFusion 9 on my local machine. • Helping a customer with some find and replace parts actions. • Went in and made some code tweaks for editing physical part numbers. The new code will help cascade the physical part number changes to all PO line items, invoice line items and quote line items. This helps a ton with the clean-up process. Much needed clean-up action. • Did some brainstorming on the scheduler. • Spent some time on the phone with Crystal Tech. We had planned the site change for tonight but it ended up not happening, miscommunication. • On the phone with Steve to give him an update. |
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AU 280 | Daily Ideas | 10/22/2010 |
-On the scheduler application, I am not limited to a Flash only interface. I can mix whatever technologies I need to piggy back on existing technologies. I could use ColdFusion, tables, css, div tags, Java Script, Flash, ActionScript, static graphics, MS Excel spreadsheets, pdf and basic html pages. -Scheduler app: 1. Design it first – paper. 2. Then static screen shots. 3. Then dynamic and interactive. -Maybe think of output to a spreadsheet with comments. Might be pretty simple. Scheduler ideas and thoughts: - The scheduler application should also be able to handle a micro blog for a customer, user/employee, vendor or any other item. - Allow some sort of point and click options to each scheduler or event. We might even be able to tie-in a recipe to the scheduler so that once an invoice is needed it already know what line items to use. Have everything ready for when check out, check in, or payment happens. - I want a tight link and tie-in between the scheduler and the shopping cart (both quotes and invoice carts). - As far as a customer time clock, say you had 13 different scheduler blocks for a customer (even in the past or in the future). It would be cool to pull in all of the blocks and show them as invoiced (tied to the correct invoice #). (Note: future times might need to be mapped to the B.S.) It might also be cool to allow the user to show details or sum up all items under one new item. Basically allow the user to decide how the final invoice looks to the customer. - Maybe think of some sort of time based model that acts like the flex grid. It is fully connected but doesn’t interfere with normal traffic. Maybe another full application on top of the main working application. Time goes in both “know” directions. Think 3rd dimension. Multiple pieces may share the same time space but each may have a different life or life cycle. - Time needs to be the 1 (one) and whatever play in that space is the many. - Allow multiple bookings in a single slot of time. Also don’t force ends to match-up perfectly. Let it flow like water… fully user maintained. If needed, show some extra flags for potential problems, double, triple, quadruple, bookings, overlaps, gaps, disconnects, waiting lists, etc. Allow people to put and place what they want into the time-based model. - Allow users to go back in time (if needed). Basically, time as it if forecasted (future – somewhat unknown), time as it happens (maybe too busy to change something) and time in the past what did happen or what was perceived. The key there is to add a history date/time stamp and let it flow. The actual history (behind the scenes) will become the audit trail if needed. - The scheduler might also be a cool to do list feature. If an item gets done, let it stay there, otherwise, allow it to be pushed forward. - Maybe start a quote (only if needed) to hold the line items, costs and quantities for time blocks that need them. If not a quote… then something like it. I may also need the capability to combine or merge quotes (many quotes or quote line items to a single cart or invoice). - It might be nice if the scheduler had its own photo gallery – just a thought. It might also be nice if it had reflexive photo galleries available. These are tied to the main items. The photo gallery for the scheduler is more of a one-time deal. The others are always tied to the underlying object. - See emails from our associate on their wish list for the scheduler. (10/26/10) - What about a searchable, filterable, printable spreadsheet? - Think of the Flash time line, this is a 2-D layered timeline with actions, spans and fills, blanks and color-coded items and actions. - What if we took that one step further and added a 3-D or cubic level to the time line. Think about the bricks in a building – each brick represents a block of time; however, as you look closer at the individual brick you can start seeing the details that make it up. A brick wall can be the entire wall, just a row, just a column, just a small block of bricks (cluster), or clear down to the details of each brick. - Most timelines are flat and straight. This is random but what about a cycle, round or many timeline mode? Just a thought. |
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AU 267 | Daily Tasks | 10/26/2010 |
• On the phone with Steve going over needs and request. Talked about PO’s and order status and new dates. Also talked about other system ideas and needs. • Brainstorming on the scheduler. • On the phone with a customer going over how to do the full inventory on the store. • Created and ran a small update report to help with part numbers that had been changed. • Made a current to do list. • On the phone with Steve going over his day up in Denver, I also gave him a quick update where I’m at as well. |
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AU 281 | Daily Ideas | 10/27/2010 |
-Set up reoccurring checks or scheduler (of events) to look for global watchers and changes. Run it (the scheduled event) 2 hours after the last corp action (dynamic) or at present times. -Maybe set a window where it always runs from live data. (1-7 days out) Any other date range behind that window could check for a flag and run on archived data totals. -On the global watchers, maybe tie a master date to the corp table. If something in the past changes, set the flag and record that date. Then have the system go back and run things to help with clean-up and tracking totals. If the user creates a change and the system sees the flag, it would switch to a real-time data look-up. If no flag is found, it could run from the global watchers or totals. That would make it dynamic and fast. -May need a 1-many to help catch any concurrent changes (who has the last cookie). -The scheduler might need a 1-many from the time block to an item, a 1-many from the action item within the time block to a sub section or detail section. This could be good for follow-up, GPS stuff, extra notes, etc. It might end up being at least 3-deep. -Have each corp start over with 1 on their own numbering system for the time block to item actions. Random History Notes: - Luca Pacioli – Father of accounting – Book called “Summa de Arithmetica” – 1494. Double entry accounting – 500 years old. - Renaissance… Christopher Columbus – (1451 – 1506 lived) – 1492 sailed the ocean blue. Leonardo da Vinci – (1452 – 1519 lived) – friend of Pacioli. -On conversions – what if we had a global conversion table… this wouldn’t be tied to any specific part at all. It would only show up on the advanced add/edit cart pages and would help the user do the real conversion. They add the real inventory effecting line plus the dummy line. -On locations, it might be nice to have a bill to and ship to address for PO’s and expense/receipts. -Start at the very beginning, it’s a very good place to start. (Sound of Music) -In order to help people save time/money/clicks. Show all possible reflexive tie-ins. Help complete the circle (whatever shape it is or needs to be). -When doing the historical report for the history homepage, include the photos that were added on that day or date range. -If the line items and main amount match – maybe allow a button or check box to help update the main on the fly. This could be a pro and a con; I’ll have to think about it. -We may need to introduce personal settings in conjunction with corp-wide settings. This could be page views, behaviors, etc. right off the bat, I’m thinking of display modes for homepages (basic vs. full expanded detail like bulk verify), show/hide search options, auto correct differences between main and line items, etc. These settings might need to be on a per corp basis or not?? |
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AU 308 | Daily Ideas | 11/8/2010 |
-At some point we will need additional photo galleries. Recipe/build, vendors, employee/users, deposits, part categories, stock/unit subs, schedulers, etc. -We may also need a function that allows a mini thumbnail to be replaced. This could be pretty simple. -We have had a couple of requests to create a special 1-many on price, quantity, customer status and time based sales (down to the hour) for parts. We also know that the same one to many needs to be able to handle custom part #’s for vendors and customers as well as contract pricing. -Along with the 1-many on parts and prices, we need to be able to permission the edit ability out for these values. Basically, we need to make a smart system that knows and can play dumb. |
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AU 314 | Daily Tasks | 12/3/2010 |
• Invoices, emails, payments, commissions and general adilas stuff. • Research on what to include in the adilas update. • Small logo tweaks for a company. • Writing an email update to an associate about the scheduler application. • Worked on a general email update for October and November. |
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AU 335 | Daily Ideas | 12/4/2010 |
-An idea from my dad: Scheduler – “Any” - Any thing – app types and general generic build your own - Any place (loc) dynamic - Any # of events - dynamic - Any length (time) - Any # of participants – dynamic - Any price Jim Phillips – “Systems” -Narrated slide show. -It is a “System” – key word. -Teach the “why” – counter to the fast food mentality – I want it now! -A full system allows you to do things that others can’t do… -Practical – He was talking about heating your home – instead of having tons and tons of firewood, coal and propane… he had a set of foam clothing that cuts to the chase… -Technique and art of doing… -Why do you do it? Because it needs to be done! -Ask the question – what would I do? This helps to develop the why – the why takes time to figure out and develop. -Lab test between static vs. dynamic. Static – there may be other products that perform in this type of environment. Dynamic – real world is very dynamic. You have to plan for it. -Start from the bottom up! -Function vs. fashion – make a choice, this is an attitude. Does it work? Once you get it to work, you can make it look pretty. Pick your options. -Spiritual – attitude – knowledge – stuff (material things) -K = I x E - Information (correct and right) x Experience = Knowledge - Information x Experience = Knowledge. -When you understand the rules you are able to make better decisions. -Knowledge changes attitudes and outlook, this will change the way you do things. -Authority – choice. Responsibility. Accountability – natural flow. -Think dynamic as far as naming conventions. -On the scheduler – add a one to many from location to (rooms, offices, conference rooms, cabins, Kind bed, Queen bed, party room, gym, theater, etc.) a sub location(s). Think one to many… this could be a B&B, office, commercial mini mall, warehouse, etc. One location could have 2 of these, 4 of these and 12 of xyz… you get the idea. -On events, classes, trips, reservations – allow a single customer to sign-up for multiple items, packages, classes, time frames. -The customer could be one to many or one to one or share ticket – multi independent customers. Think about a meal tab that needs to be split between the parties. This may be as simple as multi-payments for a single invoice or ticket. -On both the training and scheduler maybe allow for web services or domain aliases. -Be able to register for classes, courses, tips, events, etc. -On the scheduler – allow it (the training) to be assigned to all of the adilas assets. Why not use the same application for training, visual multi-media presentations for groups, sales, stock units, parts, rentals and reservations, marketing, etc. If it is multi-media, let it go here and play well with all other pieces already in the system. Basically, a 1-many between the system items and the multi-media pieces or from a single multi-media piece out to multiple different items, audiences, etc. -Scheduling – employee time scheduling and shift planning. -what about mixed locations on the same ticket? -Multi-media – allow outside users to log in under a public username and password to submit content for review and formatting. This may require an approval process or an approval/sign off field(s). Only show items that have been approved. -Map touch – maybe color code sections and different departments. Keep the same color code for sub nav and/or reports and/or options. It might also be cool if you are on a page and could open up a visual sub menu. Keep things fast and efficient – this may require a hybrid solution. |
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AU 336 | Daily Ideas | 12/8/2010 |
Ideas for the multi-media training application: - Parts list - What tools to use to work on this - Reading to a minimum - Build the multi-media tool and module just like LTF - Max of 4 deep (maybe only 2 deep) and then use mini swf files for additional sub nav o Main Sub 1 • Sub 2 o Sub 3 - Dynamic menus, buttons and fields - Help, volume, notes, main player field 480 x 360 - Show interactive crumb trail - Show indicators - Include options to loop, play next, choose… next - Any of the four levels can interact with the players - Able to add: video, text, still images, graphics, animation, gallery or slide shoe, audio, link to external asset, quiz/test/exam, interactive map, web/html, pdf, word, other. Brainstorming on the multi-media application; playing with layouts and options. - Maybe use I-frames to divide content… - Standard adilas header - - player - - standard footer or contents from the player if additional info is needed. Option to print extra content if needed. This might need to be three windows within a single master window – don’t scroll the player window (middle). (This text is describing a sketch in notebook.) - This could help with branding, searchable and printable text, etc. - I might even be able to use the same concept to help show the adilas scheduler application – just an idea. - Use this same interface to show the map/touch interface. - Important: Try to lessen the number of click. Leave menus open, show indicators, simulate a back-type button, etc. Make it a good experience. |
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AU 326 | Daily Tasks | 12/20/2010 |
• Entered a bunch of deposits, wrote checks, set up reoccurring payments and paying commissions. • Did some prep for a conference call with Steve and an associate. Steve and I were on the conference call for 1.25 hours. We talked with our associate about the adilas “any” scheduler. Recorded a client log and sent an invoice and follow up email. Great call and we are moving forward. |
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AU 337 | Daily Ideas | 12/21/2010 |
-Yesterday I went to the doctor and he told me that my allergies might be connected with my ear problems. The thing that I got out of it is “system” and interconnected parts. The same is true with the adilas system, one thing may have other pieces that need to be in play to get a full and healthy and happy whole. -On the scheduler – maybe have different sections that deal with scheduling, reservations and rentals. Basically, instead of having one dynamic name for it, maybe have 3 or 4 (as many as needed) depending on functionality. Ideas: mini blog, customer time clock, scheduler, dispatch, planner, reservations, booking, xyz, rentals, to do list, employee training, idea center, etc. -Review the idea center on MDI – pull it into adilas. -On the multi-media player – allow the user to determine what buttons to show. Play, pause, stop, rewind, fast forward, full speed, ¾, ½, ¼ speeds, loop, back to start, step forward, step back, volume, mute, scroll up, scroll down, scroll left, scroll right, etc. |
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AU 3564 | 2010 | 12/31/2010 |
YEARLY ACCOMPLISHMENTS 2010 Steve, This is a list of things that happened and accomplishments made during the 2010 year on adilas. It was a great year with tons of great stuff. If you need more detail, just let me know. I have everything documented down to the date. January 2010: • Brandon and Andy created their first video tutorial. It never got published but it was a 4 minute video on using the adilas shopping cart. • Small face lift to the main adilas.biz site. Added the cloud background. • Created a number of new flyers. Added options for dynamic name and contact info. • Lots of brainstorming on marketing, what do we do, and how can we get it out to the people? • Came up with a new slogan: Your date, you cache & retrieve it, we secure it. • Prep and research for the dewy decimal system. • Encoded sensitive database fields for storage. Examples: bank accounts, routing numbers, customer and employee SSN’s, driver license numbers, EIN’s, and usernames. Passwords were already encoded prior to this. • Added a forgot password helper page. February 2010: • Added a multiplier for the recipe/build prep page. • Added the add as advanced PO line item page. This page allowed for mini conversion calculations during the add line item process. • Added new PDF forms. 1 for Texas and 2 for Colorado (paperwork). • Posted the first round of the dewy decimal stuff online. Hundreds of files were updated. • Small fix on internal transfer invoices. Added current costs to items. March 2010: • Added units of measure to parts, PO’s, invoices, and quotes. • Activated corp-wide settings: show bin numbers, show unit of measure, and show line item numbers. • Steve loaned some money to adilas. Thanks! • Added a sort order option to PO and invoice line items. Included a bulk sort page for changing multiple sort values at a single time. • Added code to help automate bad debt payments. • Added the profit and discount calculator. Linked up the profit and discount calculator with the loan payment calculator. • Brandon and Andy worked on some marketing ideas. • Added a tools and features list to the main adilas.biz homepage. Also a small scrolling flash movie with the features. Most of the ideas came from Brandon and Andy’s marketing sessions. April 2010: • Added special line item settings to the corp-wide settings. Over 100+ fields. Things like: Labor, Supplies, Other, Collected, Fee, Dealer Handling, Discount, Freight, etc. • Added a merchant processing prep step to help speed up the transactions. We were experiencing long wait times (every once in a while). • Added a grouped customer log report. • Added the profit percentage to the global parts mark-up tool. • Added a price helper field to the add/edit number page. Local java script to help with profit margins, mark-ups, and pricing. • Added a price switch to trailer and toppers. They were always a mark-up value and we added options to choose between a list price and the mark-up value that was calculated on the fly from the basis. • Applied the stock/unit price switch to all stock/units and made it part of the global stock/unit mark-up tool. May 2010: • Created the mini invoice or 3” customer receipt. • Added the last 4 of the credit card numbers to the payment notes for reference. • Tons of time working onsite at an adilas client’s. Great ideas and training ground. • Added the barcode generator. Added page tie-ins and posted a free barcode generator on the main adilas.biz homepage. • Added a recalc taxes switch for invoices with multiple locations. This is an after the fact deal and allowed for items to be pulled from one location and then flipped to another location. The taxes would be recalculated and invoice values changed. • Added the financial flow calculator and worksheet. June 2010: • Spent more onsite time at a client’s (on and off throughout the entire month of June). • Added a new tax category called “With Tax Included”. This helps back into a bottom dollar value. • Added a discount calculation option right from the profit and discount calculator page. • Added a printer friendly link to the printable PO page. Took off all of the extra navigation and quick search info. • Lots of new corp-wide settings. Added the barcode quick cart, quick cash checkout, number of payments on checkout, customer web settings, show/hide prices, web return address, and barcode label sizes. • Changed all of the disabled/helper fields to a light blue color with black text. The old way was a white field with a light grey text value. The new fields stand out and are easier to read. • Added the PO quantity to the add/edit parts page. This is really handy when adding new parts from within the PO line items mode. • Added the apply quick discount to the edit cart line items page. • Added the auto calculate change due setting. Recorded the info and helped show the actual change due. July 2010: • Brandon and family moved from Salida, CO to the Logan, UT area. Salida was the birth place of adilas.biz application. Spell Salida backwards… you get adilas. (2001-2010 9 years) • Added tons of new details to the grouped daily/weekly reports. Showed tons of new break-downs and details with drill-down links to underlying data. • Added a corp-wide setting to help limit and/or open up location specific inventory tracking. • Major push to activate all existing corp-wide settings. Didn’t actually complete until August 2010. • Added the key word “All” to all of the quick searches. August 2010: • Combined a push on all of the corp-wide settings. • Added external customer PO #’s to invoices and quotes. • Finished up the basic corp-wide settings. In all, updated and changed over 700+ files in all. Files were from the main adilas.biz site, secure backend, data components, web/customer files, etc. • Did some page clean-up and added some CSS (style sheet) changes to every page in the site (while checking for corp-wide settings). Tightened up the overall look and feel of the application (minor changes to the eye but helped to standardize code and flow). • Added new drill-down links to the history homepage report. • Created the mini version of the daily/weekly report (3” format). September 2010: • Added a corp-wide setting for specific unit names. • Added a new global find and replace part number feature or tool. • Added the first round of the advanced add to cart section or page. • Added a gateway connection to the Merchant One online credit card gateway. This was the second merchant processing option for adilas customers. • Added a test page for all merchant processing accounts. • Did a full rework on the USAePay gateway code and merchant processing code. This rework eliminated the random slow connections and made the entire system seem like it was working as fast as lightning. USAePay was the original merchant gateway added to the adilas.biz system (11/2009). October 2010: • Tons of brainstorming and documenting ideas and concepts. Worked on mapping out system players and processes on paper. • Created an interactive map of the adilas business platform. Map is just in concept stage and was drawings and graphics. Used a “building” layout to show players, concepts, and virtual departments. The building metaphor has rooms, sections, hallways, doors, and shows relative connections of the pieces (strategically placed items to show flow and relationships). • Presented the map concept during a whiteboard session in Salida. • Added all special line items, as their own group, to the history homepage as drill-down links. • Lots of brainstorming on the scheduler application and the element of “time”. • Ordered a new dedicated server for adilas.biz. • Switched to ColdFusion 9 as our scripting environment. • Tweaked the code that deals with changing part numbers. New code will help to cascade changes to the appropriate other tables. Much cleaner and hug time saver. • Went to live on the new dedicated server. Saw major increase in uptime and speeds. • Put up the first round of the adilasuniversity.biz site. Small graphic with some links and some verbage. November 2010 • Added some new filters on the update inventory counts pages. They were a barcode filter and a vendor quick switch field. • We have over 100+ domain names pointed to the adilasuniversity.biz site. This is mostly for future marketing and domain real-estate protection. • Added a link right from the default photo (thumbnail) to the add/edit photo page. Idea came from a guy named Logan out of Denver, CO. • Added a total or bottom dollar value to the advanced add to cart page. • Full rework on the advanced add to cart section. Included tax calcs, back calcs to quantity and prices, discounts, mark=ups, etc. • Added the part category as a filter on the main part number search. • Added the my cart favorites section. This is a user-maintained dynamic button section that allows for searching of parts, recipe/builds, adding items to cart, displaying advanced add to cart options, and custom setting (quantity, price, and description). • Brainstorming on adilas university and a multi-media training tool. December 2010: • Added a special my cart favorites search part number interface. • Posted an out of business note on the Morning Star Automotive website. The turning of an era! Thank you Morning Star! You got us where we are today! (site will be left up as a demo site) • Added buttons to create new items (deposits, carts, invoices, quotes, PO’s, expense/receipts, BSI, etc.) • Added show/hide toggle buttons to show/hide the main search criteria for reports. • Added the “Any” name option for customers and vendors. • Reworked the customer payment history report. Allowed custom settings to be applied and the ability to hide the deposit info. Basically, a printable customer payment history report. • Added a checkbox to help keep the search criteria open if needed (got a little too aggressive on the show/hide options). • Condensed the PO location/contact info for printable PO’s. • Working on a graphic version for the interactive business platform map. Really excited about the future! |
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AU 3565 | 2011 | 1/1/2011 |
YEARLY ACCOMPLISHMENTS 2011 Steve, This is a list of things that happened and accomplishments made during the 2011 year on adilas. It was a great year with tons of new and awesome stuff. More and more still to come… If you need additional details, just let me know. I have everything documented down to the date. January 2011: • New tax tables for 2011 (federal & state). • PCI Compliance Renewal. • Added Authorize.net as a new merchant gateway (merchant processing). • Added the running daily bank balance (per transaction) to the check register. • Added a part number “group” option to the invoice line items search page. Added a switch between groups and details. • Created a similar group and detail toggle switch for PO line items (incoming parts and quantities). • Made a conscience switch to get out of the retail hardware side of business (card readers, receipt printers, barcode scanners, etc.) and focus more on the reoccurring services that we provide. • Added an alpha name search to the quick search options for invoices, quotes, expense/receipts, PO’s, and checks. This allows a search for all results for a given customer name or vendor/payee right from the quick search. • Moved the force payment checkbox on the verify PO page to one step deeper. • Added more links and flow to help with looking up vendor/payees and their current payables. • New corp-wide settings for show/hide tax categories on invoices and quote and a default credit card transaction mode for the merchant processing page (retail swiped, manual keyed, or both). • Created the accomplishments lists for 2009 & 2010. Posted scans online to the adilas history balance sheet item (special archive photo gallery). • Added dynamic drop-down options to the flex grid tie-in titles and custom field names. February 2011: • Started working on the adilas “any” scheduler. This name was later changed to “Elements of Time”. • Tons of notes, ideas, research, concepting, and brainstorming on elements of time. • Went around (onsite) to 10 different businesses to get ideas about how they deal with, tracked, and used time. Filled out prepared questionnaire to gather data. Compiled data into notes and ideas for elements of time. • Added quick search options for main id numbers, included parts, customers, and vendor/payees. • Worked on graphic mock-up for the interactive map and the multimedia training application (player). These are future concepts for adilas university and the main adilas.biz interactive navigation interface. • Added an auto calculate switch (checkbox) to the advanced add to cart page. That allowed us to do more than one calculation at a time before the local math was done. This allowed for things like: unknown weights (quantity), sealed items (USB digital scales), backing in to a fixed total price, and using a tax category of “with tax included”. With the new switch, all of these calculations could be done at once instead of one calculation at a time. • Added options to pass pre-set values from my cart favorite buttons to the advanced add to cart page (options 5 under use exact part number button type). • Created three different bio’s or history documents about adilas. They are the business bi, the education bio, and the brief history of adilas.biz. • Elements of time began to split in to two different sub types. They were types of time (ended up being master time templates) and functions of time (ended up being subs or add-ons of time). March 2011: • Added the CHARGE Anywhere gateway (merchant processing). • Changed the main adilas.biz homepage. Added a search by date field and changed the stats to “daily” stats as compared to the overall “total” stats. • Working on basic database design and layout for elements of time. • Added corp-wide setting and permissions for cross-corp billing. • Added three new fields to the customer statements. They are for the invoice age, the paid status, and the payment types. • Ordered a new content server. • Created a custom CSV file for Dealer Car Search. The export builds itself and sends itself every day at a given time. Includes stock number details, descriptions, prices, and available photos of the stock/units. • Added my cart favorite “group” buttons and a thing we called the advanced grid or add multi grid. Basically a grid that has advanced add to cart features for multiple products at one time. The groups allowed for stacking (depth) of standard my cart favorite buttons. April 2011: • Working on elements of time. Added tons of new pages. Pages included add/edit master time templates, add/edit basic elements of time, basic time search, the working with time page (generic edit mode), printable time page, and time history page. • Decided that each corporation should have their own PO and invoice line items table. Major rework on logic and flow. Split the main table in to corp-specific mini tables. This change affected close to 100 different pages. • Created a multi-corp – multi-location – daily/weekly sales report. Able to pull data by corp, by location, by date, by part category all at one time. One of the first cross-corp reports to come out of adilas. May 2011: • Added the advanced time search (build your own report interface for time) and the advanced results pages. • Added ability to assign time to specific customers, employees, vendors, and locations. Also allowed options to assign to generic persons or places (any – even if not in the system). • Created a bid and proposal for the State of Colorado for the MMJ industry tracking program. • Started working on the sub functions or add-ons of time. They were the action status logs, sub dates and times, and sub comments and notes. • Added a “view only” options (permission) for the my cart favorite buttons. This allowed for one user to set the buttons and then others (maybe not as technical savvy) to use their buttons as their own. This also allowed for a virtual master list of buttons for a single corporation. June 2011: • Constant tweaks to the elements of time section. New settings, new defaults, and new options. • Added a description option to the barcode generator application. Able to switch between a barcode value or a description value (text). • Added a contact (email) adilas support page from any of the application help files. • Kiva and Steve came up with some “short cuts to adilas”. A PDF document for users to get started. • Launched the first round of the interactive map concept. The concept was still a graphic (not yet interactive) but did have a number of links overlaid on the graphic to help with temporary navigation options. • Added a sneak peek graphic to the main switchboard page. The underlying page listed current and upcoming projects that are planned and scheduled. Kind of a small insight to where we are headed or a view of the master plan. • Documented all of the “quick search” options, values, and keyword searches. Put all documentation into its own help files. Added links from different pages to the help file with the documentation. • Added elements of time and reoccurring invoices (reminders) to the main history homepage report. • Added the customer type to the shopping cart. • Increased the number of custom fields on the flex grid tie-ins. Went from 10 custom fields to 15. • Added two new major players to the flex grid tie-ins. They were elements of time and quotes. This brought the total main application types to 12. The flex grid is now a 12 x 12 x 15 matrix as compared with the old 10 x 10 x 10 matrix. • Reworked the flex grid tie-in search results. Made it more human readable to the end user. The old way only had the main application type initials and an id number (example: cust 10001). The new way still shows all of the info but also has a human readable column next to the id number of the tie-in info (example: cust 10001 – Fred Flinstone). July 2011: • Added the flex grid tie-in info to the add/edit customer page. Before it was only shown on the customer log page. • Added a custom shipping CSV file. Custom document tied on a per invoice basis and assigned through the custom document management system. • Kiva took over the reoccurring invoices, credit card payments, and adilas billing functions. • Added a “refine your search” option for elements of time (advanced time search and results). • Added a “grouped” elements of time to customer report to help with billing and assigned times and invoice/quote status values. • Added options to convert one or more elements of time to the shopping cart. This is part of the customer billing options. • Added new corp-wide settings for the customer tax id name, the location license number, and the printable disclaimer text (unlimited text length for invoices and quotes). • Converted all normal customer logs (notes and follow-up notes) to HTML compatible. This allows for things like line breaks, links, and other formatting. • Added an option to search the customer tax id (dynamic name) from the customer quick search. Many of our clients are using a barcode scanner or card reader to search for their customers. August 2011: • Finished up the time to cart process (customer billing). Pretty in depth processing and lots of cross tying between time, quotes, and invoices. All the users have to do is point and click. • Added a couple of MMED forms for the State of Colorado. We added one for the monthly primary center patient list (form 1010) and one for the daily patient sales report (form 1100). • Added an IP address field to the user login/logout actions. This helps a manager know where the users are logging in/out from. September 2011: • Created a generic customer export to Microsoft Excel that included basic customer info plus any flex grid tie-in fields. • Added subs of time to the time to cart process. Other tweaks to help the flow between time and invoices and quotes. • Added an IP address field to the employee clock in/out (timecard) application. Timecards are tied to payroll, so, this helps managers know where the clock in/outs took place. • Created advanced search options for subs of time (add-on functions of time). They include searches for action status logs, sub dates and times, and sub comments and notes. • Added the MAXX payment gateway (merchant processing). • Steve went to a big Trailer Dealer Convention in Texas. Came back with a number of leads and new ideas. • Added a temporary patch for sales tax on the balance sheet. • Added a customer type filter to the my cart favorite buttons. Not required but filters buttons once a customer is assigned to the shopping cart. Helps with different pricing for members vs. non-members. • Major work on visual reports for elements of time. The main time homepage is capable of showing a calendar view (up to 365 days at a time), a dynamic time slot view (daily detail view with any increment of time and a start/stop range), a grouped report, and the normal time details (organized list) reports. • Publicly released elements of time. Round one of three (other future releases will come later on). October 2011: • Added a new quick search option right from the top of the view cart page. This allows for parts searches and barcode scans right from the view cart page. • Added four new customer date fields (main start, main end, period start, and period end). Each new field also has a corp-wide setting attached to help with custom naming options. The period end date has special code to help watch for passed or expired values (shows up in red). • Added a number of new corp-wide settings for elements of time. This deals primarily with what the user sees when they first come to the time homepage. Default settings include things like: time period (date range to show), report type, calendar block size, time slot start/stop range, time slot block size, and show/hide extra stats and subs. • Added a basic export to Microsoft Excel for invoice sales data. • Added a new customer queue application to help track “who is next” for customers and waiting rooms. Virtually a check in/out monitoring process. • Updated the custom document settings for the Texas 130-U (new version). Also added a data only version to help with the facto form printing for title applications. • Added options to change prices and button status on the bulk sort page for my cart favorites. November 2011: • Small tweak on the balance sheet. Showed the difference between the total tax and the possible out of balance value. • Added the user history report (historical history) to the main history homepage. Includes 20+ system-maintained user history sections (actions recorded behind the scenes for system events). • Added a better “change due” call out on the mini 3” invoice format. • Added a new permission called “my history” and connected it to a filtered portion of the main user history report. • Created a new “grouped” customer invoice report. Ability to sort by customer, invoice count, and total invoice sales (sums). • Expanded export options (to excel) for invoices (total of 5 different reports). Added a “refine your search” options to all advanced searches for invoices. December 2011: • Added links to the barcode generator to and from stock/units and for customers. • New customer exports to MS Excel. Including the advanced (build your own report) search, customer logs, and additional contacts. Tied to all exports to the advanced permission for customers. • Added a “refine your search” option to the advanced customer search results. Added an export to Excel for part numbers and quantities. Also tied this export to the advanced permission for parts. • Added a new permission to help with quick retail sales (counter sales or non-customer tickets). Also sped up the customer to cart assignments. • Added an options to hide the main cart info for non-customer counter sales in the view cart page. • Added a new corp-wide setting to use or skip the review cart page (final step in the cart process before converting the cart to an invoice). • Updated all tax tables for the tax year of 2012. • Small change to the balance sheet homepage. Pre-selected the checkboxes for show assets, liabilities, and equity sections. Yee Haw! More to come in 2012! |
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AU 347 | Daily Tasks | 1/12/2011 |
• Spent quite a bit of time working on the interactive platform map. • On the phone with an associate asking for more time on the scheduler application. • On the phone with a customer going over barcodes and putting in inventory. • Working on SSL and PCI compliance stuff. • Spent some time working on a grouped invoice line items report. • On the phone with Steve going over things. |
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AU 370 | Daily Tasks | 2/1/2011 |
• Added new logos and colors for two companies. • Worked adilas sales commissions. Wrote out six checks to reps and people in the field. • Tons of brainstorming and reviewing notes on the “any” scheduler. Thinking of calling it the “any” scheduler or just “element of time” and then letting the users control what they want to call it. I spent a lot of time reading over old entries and pulling out info from my notebooks. • Replied to an email about tech specs for merchant processing and barcode readers. |
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AU 394 | Daily Ideas | 2/1/2011 |
-On the interactive platform map – have an html version of every flash option. If users are using a non-flash device, they can still get to the functionality of the flash interface. -On the “any” scheduler – I need some sort of work, time or job sheets to help tie activities to invoices and payees (employee/users) to jobs. This would be a separate field and sub report on the calculate payroll page. Think about Monarch paying their ski school staff for work, teaching, head counts, etc. I want it to tie to payroll. -The calculate payroll page needs options to save as PDF for all sub reports. Some of these reports are only available from this page. -Maybe have a recipe/build interface for elements of time and scheduling. -Grouped reports for all main application types. Group by customer, vendor/payee, parts, makes, etc. -Grouped reports over time – how many per day, week, month, year, etc. Stack items and application types. Almost a history report over time. |
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AU 2181 | Brainstorming - Ideas & Concepts for the adilas.biz "Any" Scheduler (Elements of Time) | 2/1/2011 |
1 February 2011 Ideas & Concepts for the adilas.biz “any” scheduler - This section began 2/1/11 & concluded 3/4/11 1. Tie to payroll. Add options for commission gross sales profit. 2. Remember that one of the original ideas in adilas was a series of containers or “Pringle's cans”. Stuff things where they need to go and move things around as needed. 3. The heart is – “Objects and data over time.” 4. We are trying to record and document the “story”. Tell the story: who, what, when, where, how much, how long, why, etc. 5. Map to check points and status as they happen (past, present, and future). 6. Be your own style! And let the users be their own style. 7. Scheduler for personal. 8. Scheduler for customer time cards – tie to invoices and show payment status. 9. Go onsite and ask about schedulers. • Dental, doctor/medical, rentals, car maintenance, manufacturing, classes and courses, golf tee times, hotel/motel, guide services, trips, cleaning companies, services like heating and plumbing, buy here – pay here, CPA/lawyer’s appointments, customer/client billing of time, reservations, salons/beauty, therapy, lessons, events, competitions, mobile persons, vacation time shares, membership, licenses, pre-paid services, etc. 10. What do you call it? 11. How many different pieces does it have? 12. How can you keep it flexible yet simple? 13. I want it to be a time-based scheduler on a flex grid tie-in level. This means all main players can play with built-in functionality. 14. Time… why not call it “Time” or “Element of time” and then let users define if they want customer time cards, rentals, to do lists, mini blogs, appointments, etc. 15. Include anything that could have a timeline on it. 16. Other thing to think about – rentals and buying down units, share and coordinating schedules, unassigned task or job pools, allow others to assign or move to their pile or task-list. 17. Add visible and basic/admin status. See the flex grid tie-ins for more info. This could also be a privacy or mark as private settings. Who else gets to see it? 18. When creating time based element – what about having a point and click interface with show/hide options during the creation process? Options, actions, types, etc. 19. What happens if I pre-define certain types of time elements and allow users to copy/paste and tweak the pre-sets? 20. Maybe I could add options for corp-wide settings and individual settings. 21. This may not be related but what about project management, goals, ideas, tick lists, wish lists, cataloging (events, agendas, video clips, etc.), or documenting ideas and plans. 22. Maybe review the MDI idea center. 23. Blogs, forums, threads, sign offs, comments, sharing and collaboration. 24. Show on web – build a pre-built page to show. This could be a blog, mini blog, update page, or a sales or specials page. 25. Along with show/hide on the web – maybe a show until date. 26. What about a newsletter? Think about an art company’s website I worked with. They also have meetings, shows, and special events. 27. What about an HTML editor of sorts – maybe photos, links, line breaks, tables, div tags (css), lists, horizontal rules, etc. This may have to come later on. 28. Keep it super simple – select time and objects and then click go. 29. Allow the time line to be printed in different formats and outputs. 30. Think about using spreadsheets as a layout form for the scheduling. 31. Some of the users will be doing scheduling either on a phone of mobile device or viewing a schedule from a phone or mobile device. 32. Think about water in a ditch – it always flows in the path of least resistance. Help to channel people and their use of the system so that if flows and is very simple. 33. Allow time elements to be tied together. This could be a single event, a series, a brother/sister or parent/child relationship. Help tell the story! Cause and effect, planned and un-planned, hay and sad, etc. 34. I am not limited to a Flash only interface. I can mix whatever technologies I need to and piggy back on existing technologies. I could use ColdFusion, database stuff, HTML, tables, div tags, css, Java Script, graphics, charts, MS Excel spreadsheets, PDF, etc. 35. Drag and drop is wanted but not required. This may come later as an upgrade or add on. 36. Design it first on paper, create static screen shots, then build the dynamic interface and add the needed interactivity. 37. Hide/show additional details when printing and viewing. This could be page settings, Java Script pop-ups, spreadsheet comments, or Flash status bar rollovers. 38. Random note about Flash – I may need to upgrade to the latest version. I could also stay with my current version for this first round. 39. We need a light package that allows for invoicing, quoting, using a recipe/build for presets, my cart favorites, groups, advanced grids, etc. We need to be able to attach deposits and invoice payments. These items need to flow right in to the normal back end adilas functions. We may need some new flags to help track states and status. I want it to go clear to the balance sheet (only if needed). 40. On the customer time clocks – allow items to be shown as invoiced/not invoiced or no charge. Allow for time sheets to show/hide on invoice. They could be individual and/or summed up. This might tie in to the visibility settings. 41. I want to allow it (time and elements) to be fully connected but they don’t interfere with normal traffic. Maybe another full application on top of the main application. Time goes in both “known” directions. Think 3rd dimension. Multiple pieces may share the same time space but each may have a different life or life cycle. 42. Time needs to be the one (1) and whatever plays in to that space is the many. 43. Allow multiple bookings in a single slot of time. Also don’t force ends to match-up perfectly. Let it flow like water… fully user-maintained… If needed show some extra flags for potential problems, double, triple, quadruple, booking, overlaps, gaps, disconnects, and waiting lists. 44. Allow the users to put and place what they want into the time-based model. 45. Allow users to go back in time (if needed). Basically, time as it is forecasted (future-somewhat unknown), time as it happens (user may be too busy to change something), and time in the past (what did happen or what was perceived). 46. The key to time is let it flow and date/time stamp and the actual history behind the scenes. This will become the audit trail if needed. 47. Like a virtual to do list – If an item gets done, let it stay. If not, allow it to be pushed forward. 48. If I’m using a quote to hold items or reservations – I may end up with multiple quotes (or invoices). It may be cool if you could stack, chain, or combine quotes and invoices. 49. It might be nice if the scheduler had its own photo gallery. It might also be nice if it had access to the reflexive photo galleries (what is it tied to). The main photo galleries are tied to the main objects. The photo gallery for the scheduler will be more of a one-time deal. 50. What if you could search, filter, and print out different Excel spreadsheets dynamically. 51. Think of the Flash timeline – This is a 2-D, layered timeline with actions, labels, spans, fills, blanks, and color-coded items. 52. What if we took that one step further and added a 3-D or cubic level to the time line. Think about the bricks in a building – Each brick represents a block of time; however, as you look closer at the individual bricks you can start seeing the details that make it up. A brick wall can be the entire wall, just a row, just a column, just a small block of bricks (cluster), or clear down to the details of each and every brick. 53. Most timelines are flat and straight. This is random, but what about a cycle, round, cubic, or infinity timeline model. Just a thought. 54. The scheduler might be a series of 1-many relationships. Each time element could have any number of subs. This could be good for details, follow-up, GPS stuff, tie-ins to other pieces, etc. It may need to go to a 3-deep level. Or more… (See #103 for ideas on subs and snap-ons.) 55. Have each corp start over with an id of one (1) and then increment from there. 56. My dad had the idea of the “any” scheduler – (12/4/10) • All dynamic: - Anything – different application types, general, generic, and build your own - Any place – locations and sub locations (maybe even open or custom) - Any # of events - Any length (time) - Any # of participants - Any price or cost 57. The whole thing is a “system”. That becomes a key word. A full system allows you to do things that others can’t do. 58. I want multiple entry points. Use the quick search, use the time element homepage, and be able to add from any unit (just like the flex grid). 59. I think we need to add a new main application type to the flex grid tie-ins. It will be “Element of Time”. Maybe a future one might also be “Standalone Declaration”. This may come later. Maybe even use quote as a future option. 60. Why do you do it? Because it needs to be done! Ask the question – what would I do? This helps developer the why – the why takes time to figure out and develop. 61. Function vs. Fashion – this is an attitude. There is always a choice. Once it works – you can make it look pretty. 62. Add a one to many from locations to sub locations. This could be rooms, offices, conference rooms, cabins, king beds, queen beds, party room, mini mall, warehouse, etc. (Storage units) 63. Allow a single customer to sign-up for multiple items, packages, classes, and time frames. This could eve cross locations. 64. Allow customer to split and share tickets. This could be as simple as multi payments on the same ticket or actually splitting a ticket. Maybe a restore to cart and then some edits. The trick here is being able to keep things tied together, fast and easy, and making sure that the original gets used, cleaned-up, or voided out. 65. Potential problem – Currently invoice and quotes are location specific. We may need to look at this and allow corps to mix and match locations and sub locations on invoices and quotes. 66. Be able to register for classes, courses, trips, events, etc. 67. Employee time scheduling and shift planning. 68. Be able to handle dispatching and service calls. I also have a need to be able to tie-in GPS as part of this. This may be a sub of the time elements. 69. “Apply” what you learn! Do this along the way. Don’t wait to the end. The more you apply it – the more it becomes a part of you. 70. There may be some cross-over to the multi-media player and training application. 71. Recruit help! It is okay not to have all of the answers. The more people that are willing to help, the better it is in the end! 72. I want and need some sort of work, time, or job sheets to help tie activities to invoices and payees (employee/users) to jobs. This needs to tie back to payroll and be available as a dynamically fed option. It would also need its own report from the calculate payroll page. Think about the ski mountain I worked for and how they pay their ski school staff. It could be hourly, teaching time, head counts, referral rates, etc. 73. Contact companies already using adilas to see what they would like in a scheduler application. 74. In order to allow invoices with multiple locations, maybe we will need to switch the (P&L) revenue and COGS sections to invoice line items instead of the main invoice. 75. On quotes – we may need an option that allows for a single quote to be restored to cart or split into different invoices more than once. Currently, once an invoice is created, it locks the quote from being used. This may need to be opened up a bit. Maybe make it a setting on the main quote. 76. We already have the flex grid in place – why don’t we allow options to automatically chain and link things together. Think of this as putting water fountains and sinks around your house or building. You shouldn’t have to go all the way outside to get the water source. 77. What about events and classes. This might be a mix of dates and participants. Depending on how tight the scheduling is, I could see an alternating schedule and/or multiple classes/labs being scheduled back to back. Think of a class at Bridgerland or room at the University. Either way you might need multiple start and end times. How do you keep all of the participants tied to each date and time? Roll call. 78. Some events and classes will be in rented or non-permanent locations. We might want a choice to select from a list of locations and sub locations or enter a temporary or custom location. 79. Spent some time in Staples Office Supply Store in the planner and appointment book section. Think very simple like a day planner, to do list, desk calendar, etc. 80. Allow preset blocks – seconds, minute, ¼ hours (15 minutes), ½ hour, and hours. The user could then see and choose the level without typing anything. It would also be cool to let them see start and stop values. For example: My dad always begins at 6:00 am and ends at 8:00 pm (whatever). If something custom is needed it would also show up. Maybe even have a button for 24 hours (if needed). 81. Time – slots, as many or as much as needed. Items, rooms, persons – as many or as much as needed. 82. We many want the users to choose between simple vs. complex time elements. They also need to be able to show results on different levels. (See #103 for info on subs and snap-ons.) 83. Online reservations and registration will lead right in to online eCommerce. We need to plan for that. Along with that – we also need a way for customers to pay their bills and see history (activity) and outstanding values. Self-service. 84. If people are in a hurry – they may want to schedule an appointment without getting all of the customer info. Allow for a generic party or customer name. This can be replaced later on or just left as is. 85. Adilas already has 2 or 3 storage units. Maybe call and talk with them about wishes. 86. I use sticky-notes or post-it notes all the time. I wonder if adilas could have a small mini blog or quick notes section. 87. Remember this is just a tool. The variable is still people and having them follow through. As an idea – if you tie it to payroll – that helps motivate people and users to play. 88. Be able to choose colors. This is not required. Maybe have a number of pre-sets and then be able to add custom colors if needed. 89. Let the users define preset increments of time – a couple days, 1 week, 2 weeks, a month, etc. Or maybe have a jump field – jump ahead, jump back. Be able to easily come back to the current day. Use a calendar interface to help show layouts and dates. 90. Be able to show other appointments per customer or customer family member by clicking a link or a button to show related or other appointments both in the past and in the future. 91. If a company wants to do rentals or dispatching – allow for pools of items, locations, and users. The system could help you pull from the pools by drag-and-drop or by clicking a check box. Another idea is to have the system remember the main time element as it searches for other pieces to tie to it. (Session scope) Be able to clear the memory if needed. 92. Make this as small and easy as possible – yet as flexible, bit, and complicated as needed. This will be a balancing act. 93. Be able to mark things in/out of play. This could be workers on a crew, service trucks, equipment that is in the shop or being fixed – help coordinate what is going on. 94. Templates of time, start and end time ranges, days of the week that are in play, etc. Be able to set known times and standard occurrences – weekly, meetings, training, lunch breaks, etc. 95. It may be line managers or crew chiefs that are setting up schedules for their employees. Each crew or line may need the flexibility to switch crews, locations, shifts, etc. 96. Be able to schedule a webinar. 97. Allow a buddy system on tasks, ideas, comments, and assignments. 98. Time also deals with the future like goals and forecasting. It could also be used to determine reality vs. planned. I could see a manager setting a goal for each day – then a crew manager entering an actual for each day. That would allow the person(s) to monitor progress and actual output. 99. If you were in manufacturing – you could even schedule production runs, needs, and demands. What about maintenance schedules. 100. It would be pretty cool if the system could help send you reminders . This could be email, screen pop-ups, text messages, etc. As a side note – some scheduling applications use MS Outlook as the platform and then use a MS exchange server as part of the application. Maybe a notification@adilas.biz or reminder@adilas.biz email form or address. 101. Estimates, quotes and job costing. The goal here is to gather up the details and show how they relate to income and costs. This could include supplies, parts, labor, time, overhead, rentals, sub-contractors, project management, fees, etc. It might be nice to have a report that shows what is revenue and what is a cost or expense. The goal is the bottom line or profit margin. Many times, the element of time plays in to these types of jobs. 102. A couple of things to think about – sign off requirements, sign off by who, changing status and how long in each section (aging of changes), assignment changes, aging in the queue and/or running time between phases or status. 103. What I’m seeing develop is a simple time object that can have all sorts of subs or pieces stacked on. Kind of like Legos. The main would hold and carry all of the subs. Each sub section has the functionality built in to it, not the main time element. This allows for known actions to be “snapped on” and they already know how, where, when, and how much to play. Maybe a “time snap-on” or “element snap-on”. Build the functionality in to the subs and options. Maybe just call it and “add-on” or an “add-on component”. 104. Once we go clear to eCommerce – we will need to know what to do (instructions), what to show, and how to show availability and bookings. 105. Each element of time may be tied to a master recipe or template. This will show options, show/hide “snap-ons”, and set requirements. 106. Be able to schedule payments and due dates. This is money coming and going. Think of a bank collecting on a loan or a buy here pay here checking to see if their buyer is on time. This could also be for monies going out. 107. Almost every element or piece inside of adilas is related to time. Is there a way to bring things together without making the user duplicate their efforts? Basically, we have tons of stuff that is already getting assigned to an element of time. I would love for that stuff to show-up and be counted as well. Adilas – All Data Is Live And Searchable. 108. Reoccurring invoices (and expense/receipts and balance sheet items – not done yet) need to show up as an element of time. 109. I’m sitting here thinking about how every piece of the puzzle is tied to an element of time. I’m also thinking about how I could have missed this “Big” of a component of the entire picture. We have been running things for years and only now is it clicking and making more sense. I’m grateful that I’ve had time to soak some of this in. 110. There are six pages of notes in my mini notebook dated back in 8/27/08 under the topic of reoccurring invoices. Here are some highlights and/or ideas: - Inter-corp options, master/sub relationship, be able to turn on/off the master, back tie to units to help buy them down (physically and/or depreciation adjustments), normal operating hours for each unit, only show those hours unless the full 24 hour link is clicked, be able to search for available dates and times, be able to cancel and back things out. - Need in/out stamps for check in/out, booked vs. actual usage, special notes and/or instructions per booking. Think general to specific, average time slot per unit. - What about capacity, # of guests (customers), optimal #, min #, max #. - Productivity reports (booked, used, optional), assignments (requests), mass entry (recipes), different reports that deal with dates, time ranges, capacity ranges, available, booked, etc. - Rate tables for seasonal use, waiting list feature, cleaning status on each unit, package deals, late fees, cleaning fees, other fees. 111. We want to add a sales and promotion section to adilas. Maybe customer reword programs, promotion codes, sales, and seasonal pricing can play in to time. This deals with loyalty programs, points, rations, and marketing campaigns. 112. Marketing and promotion is a huge part of business. Help them start to manage that as well. 113. For drag and drop or selection pools – what if we actually create a second or sub time element for items that are not available. Basically, one pool for active and one pool for inactive or out of play. This may be able to be done by reverse association but I wanted to add it as an option. 114. When going to drag and drop. Use the adilas multi-media player to show and display elements. Include interactions between the left sub and right main panel. 115. At some point we wanted to add specific medical records. The elements of time might be a perfect spot. This would be as a sub or add-on component. 116. What about someone that goes to a resort. Everything goes on a tab and then could be pulled together. It might work cool if you could stack or combine invoices. Another cool thing might be to limit line items by date range and then print or show to your client. 117. Not everything that gets recorded needs to be shown or made printable. What about practice, draft, or concept notes. 118. We need an option to add up to five levels deep for an outline. This outline needs to be able to form in html and automatically in the Flash player (sub nav panel). Be able to edit on a single and/or bulk level. 119. On the outline – maybe use a table with 10 columns. Use two columns for each level. Column 1 (one) would be the Number and/or bullet point. Column 2 (two) would have the title, data, etc. 120. We need to be able to tie assets to outlines and/or subs. This is full content management. Be able to upload and store assets and content for users. We many want this on a different content server. That way it doesn’t impact the main adilas site or traffic. 121. Another function of time is a progress report. This could be added on to a task, to do list, document, idea, project, job costing, students, customer, etc. 122. What I’m seeing is eventually all of this data and content will need to be able to fly around via web services. We want it to get to the level of… “Your data, you cache and retrieve it, we secure it.” Make a super open interface… This could even allow outside developers to tie in to adilas functionality to create a hybrid super solution. 123. “Sphere” – once you are in the data sphere you can virtually go anywhere at any time. Other words or names are ball, global, bubble, orb, orbit, and realm. This concept could make a cool visual for how to get around inside of adilas. The outside layers could continue to expand as needed. 124. Training may fit best as an element of time similar to a document, outline, or idea. The media assets and contents could then be tied to sub elements. 125. Maybe have a show/hide status for items still in edit mode. It might also be cool if you could lock things down at some point and only allow growth or actions to take place on certain pieces. 126. What if we created system-maintained time elements and they became the watchers. Return and report! I’m not saying everything, but what if we wrapped all existing objects and data inside of adilas and allowed them to play or be counted in their own time element. Maybe one element per day with unlimited financial subs. 127. We need to stitch, sew, chain, group and link things together. This could be physical, virtual, or based on a relationship model. The entire system is a series of 1 to many relationships. 128. Originally I was thinking that time had two parts type and function. What I’m seeing is that the type just tells or dictates the functions needed. You can create type by adding function(s). 129. Matter – cannot be created or destroyed – but it may be combined, altered, formed, molded, compressed, etc. Fine matter, course matter, liquid, solid, gas, vapor, plasma, pure, contaminated, etc. Cut it, stack it, bend it, break it, etc. 130. Time – cannot be created or destroyed – this is a give (as far as we know) – what we do with it depends of each person. It could be simple, complex, self, others, persons, places, things, reoccurring, standard, variable, by choice, by dictation, by consequence, by others, etc. 131. Question about the system –maintained time elements – will that blow-up the elements of time table. Maybe we could have a special system-maintained section that mimics the elements of time without adding tons of system-maintained items (non-editable and non-searchable (ish)). In some ways, it might be nice to leave time as user-defined and put the daily watchers in a different table. 132. What if the type of time is the template with all of the defaults and settings assigned. 133. Most email programs have a calendar and appointment application. They may also have a to do list or sticky note section. Some people have apps on their phone. Where adilas comes in is connecting other pieces, built-in functionality, and already in the business platform environment. We win on the scalability and tie-ins to business functions. 134. We may need a special page that helps people know about their options – training eventually, but before that – some sample and guidance… show options. 135. Allow for defaults, presets, and custom values on all entries. This includes date and time selection – auto or custom date/time stamps. 136. Create a master list of functions of time. Duplicate this list and allow users and corporations to modify or create an alias name of the functions. What they do will still be the same but allow for custom naming. 137. Categories are the same way – create defaults and allow them to change the names and values as needed. 138. Categories are tied to functions of time and functions of time are tied to templates or types of time. 139. Certain settings, like back tie to units (or anything else – persons, places, or things) may need settings and options on the individual items that could then play forward. Even though we may want a back tie – It may need to come from the items themself and only play when needed. Another option is to think more globally and create a pool that knows what to do – then when the pool is update, the items already know how to play instead of being on a one-by-one basis. This could even work for sales and promotions. 140. Along the lines above – we may need to add a reverse look-up from the items to the pools so that they know what to do. 141. On the templates (types of time) – allow for the users to either preset hardcoded values or defaults or set the settings to dynamically look-up values like current user, current location, current date, current time, etc. Help wherever possible. 142. On reminders and notifications – push the valves in front of the user on the time homepage and the main homepage. There will also be options to help notify via email or text message. 143. When booking things for a date range – maybe add a transparent sub date/time option to hold each date to help with booking and availability. 144. On categories – instead of just one, what if they could pick and choose – like check boxes or something, maybe tie colors to categories. 145. When showing people how the elements of time work – show them a very basic drawing of the key pieces. (Templates have functions and functions have categories). 146. “A fox that chases two rabbits catches neither.” Focus and get the job done! Then move on. 147. When looking at a single item – show the bookings for three months. This may help to get an idea of usage and availability. 148. Sometimes the prep is more important than the jump. 149. On the templates – It might be nice to add an option to preset sub default titles. Either separate with commas or add a one-to-many relationship. Look at the flex grid titles for ideas. Options may include leave blank, a set value, or a list of values to use. 150. I may need to “dummy” things way down. This is like going hunting with an army, planes, tanks, and ships – when all that is needed is a small gun and some bullets. I know that it is a balancing act, but less might be more. 151. Currently we have a template that controls the elements of time. What if we had some settings that controlled the templates? 152. I can see a market for a scaled down version of adilas – say an adilas express or something like that. - Maybe a home version, a business starter version, an entrepreneur version, a small business, and a medium or large business, maybe an enterprise level. Okay, just took it too far again. 153. In conference on (4/3/11) I heard a talk that was talking about basic needs. The question was posed- will this buy me any bread? Cover the basic needs before we go tweaking to the “nth“ level. Keep it simple! 154. We may need to rate a table per user or per tech. This would automatically tie in to the rate or general amount according to who was assigned and the total time. From Post-it notes: - Group Meetings o Use technology to get the biggest impact - Group Training Sessions - Group Invites/Seminars - Newspaper ads - Flyers - Adilas theory demos - Webinars - Video capture, Dimdim, simple drawings, and power-point slide shows - Use Steve’s house until we grow out of it On customer site: - Easy contact info: o Email form o Phone #’s - Video demo o Overview o Specific tasks or concepts - Maybe a tutorial link or help files - What about showing general pricing and allow credit card payments and sign up - Adilas express - Adilas non-profit - Maybe allow the users to select # or users, # of locations, # of invoices or annual gross sales, send email requesting a quote. |
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AU 371 | Daily Tasks | 2/2/2011 |
• Brainstorming and recording notes for the “any” scheduler application. • Spent some time on the phone talking to a customer going over bank stuff. • Added a new logo and colors for a company. Posted files online. • Worked on the interactive platform map. Still a graphic but getting much closer and tighter. • Posted the image online in the history item for adilas. • Sent Steve an email. • On the phone with Steve going over the interactive platform map. |
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AU 372 | Daily Tasks | 2/3/2011 |
• On the phone with Steve going over the ideas and potential problems with the scheduler. Lots of options and tons of challenges ahead. • Added logo and colors for a company. • Made some business cards for myself. • Reviewing notes and making questions to ask users. • Went around going onsite to talk to businesses about how they deal with and track time. Went to 10 different places and asked questions and go some great ideas. 30 miles. |
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AU 395 | Daily Ideas | 2/3/2011 |
Notes from local businesses: • Physical therapy company – no current solution, would love something that was simple and cost effective. • Dental company – using Dentricts – quite happy but willing to talk. • Manufacturing company – talked with receptionist and got number – need to call. Left card and questions. • Manufacturing company – briefly spoke with receptionist. Contact was out of office, go back on Monday. • Service and dispatch company – contact gave me a quick tour of their software – likes and dislikes. • Cleaning and restoration company – received info for the need to call and ask for a certain contact. Went back and visited with him, talked lots of job costing. • Hair salon – they just use an appointment book. • Chain retail store – looked at day planners, calendars, desk planners, erasable planners and daily schedulers. -Have reoccurring invoices, expense/receipts and balance sheet items show up as part of the roll call and history assigned to time. Have them show up for the history homepage report. -There is some good balance sheet item information in my small mini notebook. It may be good to go back and review it. -Push vs. pull technology. |
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AU 373 | Daily Tasks | 2/4/2011 |
• Recording notes and information from my field trip yesterday. • On the phone with a customer going over payroll step-by-step for 4 employees. • Spent some time playing with the zoom digital recorder. Playing with settings channels and recording small practice clips. This will be used to help do the voice over and to train folks on adilas. • On the phone with Steve going over customer sales and promotions and customer loyalty programs. We talked quite a bit about the scheduler application, good stuff. • Writing an email to a contact about sales, promotions and customer loyalty programs. |
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AU 374 | Daily Tasks | 2/5/2011 |
• Brainstorming on the “any” scheduler application. • Scanning and documenting notes thus far. • Sent an email update to Steve and others and posted notes online in the history photo gallery. • Working on the database layout for the element of time. • Spent some time reviewing the MDI Idea Center application. |
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AU 376 | Daily Tasks | 2/8/2011 |
• Tech support, phone calls and emails. • Worked on the multi-media player mock-up. • Sent an email to my dad and another associate of his. • On the phone with a customer going over depreciation and how to record it. • Working on the "any” scheduler application. • Reading old notebook. • On the phone with Steve going over progress and new discoveries. Talked about the element of time and how it is going to play, expand and tie things together. Fun brainstorming session. |
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AU 397 | Daily Ideas | 2/9/2011 |
On post-it note in notebook: • Financial history look-up • User history look-up by payee id and location • Full site map of the adilas.biz system. My Quick links • Email sales and support page. • Beef up flex grid searches and dynamic drop-down titles and options. • Payroll feeders on balance sheet items. • Time conditional logic – only date, no time, just a single day (choices). • Might sound weird – no dates – but able to show up for roll call – on specific numeric days (not dates). Like accrued payroll… • Standalone declarations From mini-notebook: • Add a flag to help people know if a transaction is system maintained or user maintained. • Make the system return and report. • “Teach them correct principles and let them govern themselves.” –Joseph Smith • Help the people catch the vision – this will drive them. • Everybody is playing on the same team - bring things together. • A solid base supports the whole. -Need pagination on sales tax report. -Ease the load on the server. Reports are either too big or take too long to run. I want it to run as smooth as possible. -Maybe add a flag per line item for possible tax problems. This would help the accounting staff find the possible problems quicker. -Once we start in to Flash – I can see navigation, sub modules, shopping carts, schedulers, training, etc. starting to play in the same base player. It might be cool if there were options for classic html and interactive or flash. |
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AU 2184 | Brainstorming Types & Functions of Time - Elements of Time | 2/15/2011 |
Simplify – Types and Functions of Time 1. There are 50 to 100 known types of time. Many are very similar, only what you call it needs to change. Almost like groups or families. Like values. 2. There are 50 to 100 known functions (needs) for time elements to play with. 3. Most people want things that are pre-set and ready to function out of the box. Other people want to be able to customize things. 4. If things are too hard to do, set-up, or maintain… you lost functionality because people are inherently lazy. K.I.S.S. 5. What is a standard? How do I play to that? 6. It needs to be as simple as possible. 7. What if we created basic templates (types and functions) and then allowed the user to apply a template to each time element. 8. What if every element of time was as simple as an id number, a corp, and a template id number. All other pieces would be subs according to the template (directions and requirements). At least one sub would be required but the element could have more than one. 9. What if the types were something like: personal (my), person(s), place(s), thing(s), combination, custom. 10. What if the functions were something like: date only, date/time, …. Infinity 11. Why am I scared to commit… I see that it is big; I see that people want to be able to call it this and that. I want to tie it all together, and part of me wants to keep it all under the same roof “elements of time”. 12. Is my pride getting in the way? Even this page… am I getting too worried about what people will think (later on)? What is the hang-up? 13. I’m feeling a lot of stress… I have needs to finish up balance sheet, do a training application, build the scheduler, map out the entire system, build new reports, etc. 14. What happened? I’ve always had tons to do… why the huge swarm of things in the last couple of months? Why am I so limited? Everything feels big… Everything feels complicated… It seems like everything is so interconnected… I know that is good and bad… 15. I’m thinking that the process needs to go like this… scheduling, balance sheet, and training. I would love to put training first but I also know that some major changes are coming down the pipeline. 16. Things are changing so fast… It is hard for me to keep up with things. I can’t imagine being a user and trying to deal with all of the changes. 17. Maybe keep making the changes and then go back and start training people how to do it properly. (Once changes have been made) 18. Apply what you learn along the way. The more you do the more it sticks and becomes a part of you. 19. Who is counting time anyway… I’m not trying to break some record or something. I am trying to make progress and I’m okay with a step at a time. Only run as fast as you are able. From a gridded outline for brainstorming “elements of time”; Needs – rows – 1,2,3… & Types of Time – columns – A, B, C… NEEDS - rows 1. Basics, quick name or title, corp, id, template, creator id, sub type 2. Date (day only, single, multi, range, reoccurring) 3. Category & sub category sort 4. Time (time only, n/a, single, multi, range, special rounded, reoccurring) 5. Total time 6. Notes & credits (real, practice, draft, concept – 255 or big) 7. Payroll 8. Privacy, show/hide, web, visible, permissions 9. Assignment(s) & changes (one or many), change log 10. Reminder(s) & notification(s) - sending messages and pushing reminders to main homepage 11. Photos & media – subs, choices, ftp, decisions, stitching, content… video, stills, graphs, maps, audio, html, pdf, word, etc. 12. Comments 13. Invoice tie-ins – details or summed up (invoice types), (invoiced, not invoiced, no charge), recipe tie-in (one to many) 14. Quick tie-ins (build or pull from multi chain as needed) 15. Financial & general amount – standalone declarations, able to add back up to the main (revenue, costs, value) 16. Sign-offs & by who? – maybe a 1-many (review, outside players – sharing) 17. Rate tables & look-ups – seasonal, promotion, sales 18. Expiration dates &/or show until dates – due or target dates 19. Booked vs. actual usage, planned vs. reality 20. GPS subs 21. Sub pool(s) – what kind in/out of play 22. Reoccurring (master/share, template, blocks, average unit, standards, slot, values) 23. Flex fields (names & types) 24. Tie-ins (flex grid, what else) what about tying together subs and media, sewing, stitching, links, groups 25. Customer (1 or many) look back, relationships to other tie-ins, roll call, participants, general or generic 26. Vendor/payee (1 or many) 27. Histories & usage logs – start, stop, # of times 28. Sub times or sub time frames – due dates, aging & queues (relationships) 29. Follow-up & details –progress reports 30. Finished/starting settings or completion – starting, prerequisites, requirements, test & evaluation 31. Rewards & promotions 32. Medical records 33. Capacity, min, max, optional 34. Deadlines, timelines, phases, grace periods, due dates, outlines, content, details 35. Status changes – edit mode, dynamic status lock down 36. eCommerce 37. Inter corp – security, settings (general, per corp, per user, IP address) 38. Back tie to units – this may be on the unit or a pool that the unit is assigned to 39. Cancel/back-out/void (see status), (make sure and cascade to subs) 40. Check in/out (start/stop, actual/rough) 41. Mass entry – recipes, packages, deals 42. Priority & rating 43. Reports & searching needs – capacity, conflicts, testing, history, usage, availability, booked, open/closed 44. Waiting list 45. Cleaning status 46. Fees (late, cleaning, other) 47. Person(s) – customer, vendor, payee, user, salesperson, N/A, party, unassigned, crews, lines, shifts 48. Place(s) – subs, temp, variable, multi, unassigned 49. Thing(s) – storage, units, parts, general or generic, assets, money, supplies, labor, overhead, shipping, sub-contractors, game 50. Dynamics – (fun & extras, names, titles, needs, html, multi-step, memory, colors, increments, webservices) Types of time – columns A. Lists, tasks, assignments B. Notes & reminders, progress reports C. Basic, scheduling & appointments D. Time sheets, time logs E. Sharing & collaboration F. Sales & promotion marketing G. Meetings & events, classes H. Projects, updates & newsletters I. Resorts & tabs J. Reservations K. Dispatching L. Registration M. Job costing, estimates, quotes & invoices N. Maintenance, manufacturing & production O. People, employees, techs, doctors, teachers, crews P. Invoices, e/r’s, bs: reoccurring or system-maintained Q. Goals & forecasting, (production, sales, general) R. Rentals, storage S. Places, rooms, locations, subs, main, #’s T. Things, stock/units, parts, general, pools U. Payments in/out, date due, deadlines & grace periods |
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AU 2185 | Brainstorming - Ideas & Concepts for the Multi-media Training Tool | 2/16/2011 |
Ideas & concepts for the multi-media training tool 1. Make a template for learning and distributing knowledge. 2. Knowledge = Information (correct & right information) x Experience or K= I x E 3. Add a crumb trail to help the users know where they are at… 4. Secure multi-media player. Be multi-media I mean graphics, buttons, links, text, searchable, printable, audio(mp3), video, mapping, motion, PDF, web, controllable, code once – use many, dynamic templates, database fed, permissions, history, usage, forums, feedback, charts, pod casts, dynamic outlines, decision trees within presentation, still images, automated output, etc. 5. Be able to mix and match what the player can do… 6. The end goal is to automate as much as possible. We may have to take some steps to get to that stage. 7. Usage permissions – General public (no login required), all users per corp (requires a valid login), only specific users may view (1-many from training to users). 8. Usage histories – Every time a user views a clip – we record a history note behind the scenes. Random idea – maybe show the users which ones they have seen and when. Maybe even a started and completed flag. 9. If a valid login is required, how can we help the users know if their time limit is up and/or getting close. Maybe run a check against the login table and then prompt them to keep the session alive by searching or refreshing their login history page. 10. On usage histories – it may be cool if you could require certain training modules before allowing a user to use a specific part of the application. This could get out of control but may help educate people before you just turn them loose. 11. The usage history would also need some special reports to help managers and trainers know what is being viewed and what might need a touch-up or revisit. 12. As long as we are doing training… what about testing and evaluations? Why not include a testing module. Not required at all unless you want it. We provide the database, question templates, etc. We also provide the correcting reports to managers. 13. What about a valid login plus an IP address – additional security? Just an idea. Maybe a white list of IP addresses. This may come later if needed. Another idea is require the IP addresses on the login not the media. 14. Training could be as simple as a narrated slideshow or as complicated as a branching interactive video with different sub sections. Because it is a multi-media player – you could even mix and match presentation types in a single player. 15. Ask the question – what would I do? 16. Maybe allow for web services or domain name aliases… 17. Allow outside users to login under a public username and password to submit content for review and formatting. This may require an approval process or an approval/sign off field(s). Only show items that have been approved. 18. Be able to categorize training. This also includes sort options. 19. Keep things fast and efficient – this may require a hybrid solution… 20. We might need to use frames – standard adilas header, player window, extra content to print or add/edit something, standard footer a. This could help with branding, searchable and printable text, etc. b. This might need to be three or four windows within a single master window – you might need to scroll the whole page as a unit. You may also need to scroll the extra content window. It is possible to also use an I-frame instead of a normal frame. 21. One of the goals is to lessen the number of clicks… leave menus open, show indicators, simulate a back-type button, etc. Make it a good experience. This also includes a play all of next clip. 22. Allow the user to determine what buttons to show… this would be done during the set-up phase of the media clip. Different buttons might be play, pause, stop, rewind, fast forward, full speed, ¾ speed, ½ speed, ¼ speed, loop, back to start, step forward, step back, volume, mute, scroll up, scroll down, scroll right, scroll left, zoom in/out. 23. “Apply” what you learn! Do this along the way… don’t wait to the end. The more you apply it, the more it becomes a part of you. 24. Be able to choose options like video, slide show, horizontal scroll (h-scroll), vertical scroll (v-scroll), audio, web link(s), animation, step-by-step, etc. Each section or sub section could have their own button options. You could also show/hide and call any button from a function call on the fly. 25. Make the player as generic as possible. It also needs to be as flexible as possible. It should be able to respond to any event or need. In order to do this, all functions will need to be available and published (written & documented). We may even need to provide flash code samples. Make it easy, I don’t want to be the bottle neck… open it up for other developers. 26. If a change is made in the process, maybe have a piece at the end that shows additions or modifications. That way you don’t have to totally redo the entire clip. 27. Another idea is to break the pieces into smaller pieces so that it would be easy to cut and paste or fill in changes or gaps. Think “bite size” pieces. 28. Allow backgrounds and text colors to be modified. Maybe even think about variable (dynamic) symbols and buttons (icons). Make everything transparent to help show custom background colors. 29. Another option is to allow dynamic player buttons, use .swf files, and allow the player to be fully customized. Even allow a custom loader to be used. 30. The smaller more modular pieces, the better. This will help with branching logic, videos within videos, smaller downloads, and snap-on components and functionality. 31. Remember the non-flash users. This could be html or .mov files. 32. Push vs. Pull technology. Allow the user options to show related clips or possible next steps. 33. Once we start in to flash… I can see navigation, sub modules, shopping carts, schedulers, training, etc. Starting to play in the same base player. It might be cool if there were optional choices or options for classic html or interactive Flash. 34. I want options for QuickTime, mp3 audio, html step-by-steps, & Flash. I want to service all of our clients and their learning styles. 35. Training may fit best as an element of time similar to a document, outline, or idea. The media assets and contents could then be tied to subs. Think of an interactive outline that has subs and dynamic content. That outline becomes the training as it is organized and then sent to a player to allow the user to interact with it. 36. What about tests, quizzes, and evaluations being tied to education and training pieces? This is not required but might be a cool option. 37. Allow the doors to be opened to recruit or enlist help… This could be flow, concepts, media, content, suggestions, needs, etc. The goal would be to provide a clear and logical path with built-in checkpoints and checks. This is a way to duplicate yourself and share the load. 38. Dealing with content, media, and/or other assets… What about having a place for credits… This is the who behind the pieces… This could help to motivate people to play and even drive business to them as individuals. 39. Random idea – Inside of LTF we have a music selection (jukebox or iPod). It might be fun to allow others to be able to change music or have some fun and control of different tunes and/or moods. This doesn’t have to be tied just to music. It could be for music, background sounds, different levels and takes, tracks, different teachers and/or instructors, additional commentary, etc. Sound and music are a big part of learning and defining who people are and what they enjoy and/or feel comfortable with. 40. Instruction could also be a form of meditation or visualizing certain steps and/or events. Think of some calm backgrounds with someone talking or taking you on a mental journey. 41. What about custom help files or standard operating procedures? Because each page has a help file id, we could technically allow a user to tie in their own procedures dynamically so that their users would see or have access to the correct help files or custom help files. This could be HTML, pdf, audio, video, graphics, or other…. (added 12/14/12) |
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AU 387 | Daily Tasks | 2/21/2011 |
• On the phone with Steve going over things and catching up on the past week. We talked quite a bit about cash drawers and tracking exact ins and outs and drawer amounts. We also talked about Merchant Processing and maybe needing a new gateway for CHARGE Anywhere. We also talked about a training application. • Spent some time on the phone with a contact helping out with some adilas stuff. They quit a company who is getting off of the adilas system. Created some business cards for this contact and sent them an email with a little bit of info. Sent another email about how adilas commissions work. • Spent some time recording ideas for the “any” scheduler and the multi-media player and training tool. |
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AU 403 | Daily Ideas | 2/26/2011 |
-On the scheduler – allow for an auto or custom date/time stamp. -Create a master functions of time list and then allow corporations to alias or change the names. What they do will still be the same but allow for custom naming. -Categories are the same way – create defaults and allow them to change them as needed. -Categories are tied to functions of time and functions of time are tied to templates or types of time. -When setting up templates – allow for dynamics to be set “current user”, “default loc”, etc. -On invoices – maybe have a daily number to keep things smaller. Each day it would start over at 1 and go up. -On my cart favorites – some of the users would like a group button that allows for custom settings to be applies to more than one item. Basically, they want to simplify the first round of choices and have a 1-many on buttons and settings. Code once – use many. |
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AU 405 | Daily Tasks | 3/1/2011 |
• Building and testing code for the Charge Anywhere gateway. • Posted files online. • On the phone with Steve going over updates and needs. • Updating the merchant flyer. • On the phone with a customer going over payroll and problems with a company. They needed some major clean-up. • Working on the scheduler application. • Brainstorming and reviewing notes. • Wrote an email to a customer about tracking inventory on a location specific method. • Small tweak to the main adilas.biz homepage. • Added a search date and changed the stats to a daily stats compared to the total stats. • Worked on a logo for a company. |
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AU 406 | Daily Tasks | 3/2/2011 |
• Commissions, checks and a server outage. • Brainstorming on the scheduler. • Wrote a follow-up email about using the customer PO# field for invoices as a searchable sub location field. • I also decided that I’m going to create a mini application for the “any” scheduler to get basic functionality down. |
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AU 432 | Daily Ideas | 3/2/2011 |
-What if the functions of time were a corp-wide setting. Only functions of time would be turned on if set by each crop. -On the scheduler, once known values are known, help speed up the flow and allow for multi’s to be entered in at the same time. This could be class times, work schedules, shift planning, etc. -We have a building need to help handle cash drawer – type transactions. Basically, cash comes in – does not get deposited and goes out the door towards something else. This throws off the deposit and leaves things flapping in the wind. |
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AU 407 | Daily Tasks | 3/3/2011 |
• Basic adilas stuff – invoices, deposits, statements and emails. • On the phone trying to talk to different people about getting the Charge Anywhere gateway up and running. • Email to a contact about merchant accounts and options. • Planning out the mini application and scheduler demo. |
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AU 408 | Daily Tasks | 3/4/2011 |
• On the phone with customers. • Small fix on the payroll reports. Took off the requirements for all monies, all paperwork, and all trade-in info. It should be a more flexible and open now. Called and told a customer I had been speaking to earlier that day. • Working on a bank report problem for a customer. Wrote an email asking for help to get things in order. • Working on the scheduler mini application – phase I. • Writing an email to help steer some customers in a good direction on adilas as far as banks and starting bank dates. Trying to help them make sure the outstanding’s get counted. • Planning out database tables for the element of time. • Did a full database back-up. |
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AU 2188 | Current Problem Areas - Scheduler (Elements of Time) | 3/5/2011 |
Current problem area – Scheduler: 1. I’ve got some great tables and ideas… I’m missing the first and most basic parts – templates and what they include. Settings and presets… 2. I originally came up with the idea of categories… Now I’m not sure if I need them… at the same time it might be cool if you could assign multi (1-many) on categories. However, I’m not sure if it is needed. 3. Lots of my brainstorming is deep and all inclusive… kind of the dream… what needs to be done right now? What needs to wait? And what is just a dream? Maybe think in phases… plan for say three phases. 4. How long do I have and what is the goal as far as timeline, functionality, needs for other projects, complexity, etc.? 5. Where is the biggest pain? Education? Server-side and processing? User-side flow and functionality? Depth and bigness of the project? What is the goal? Are we being too broad? Where can I get the biggest bang for my back? 6. I had a dream about the server and it struggling to keep up with data demands. How does that play in to everything? We had a 15-20 minute reset this week… How does that play in? We have a need to secure the images and speed up the upload process. This is a known problem area… 7. What have I promised? What are the time lines and immediate needs? What can wait for a couple of days? Weeks? Months? Longer? 8. My first promise is to one of our clients (other than personal promises)… I promised a first round scheduler – first of next week. I need to focus in on that. 9. Just start digging in… things will open up as you go! 10. “A fox that chases two rabbits catches neither.” Old saying about setting your focus. |
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AU 410 | Daily Tasks | 3/7/2011 |
• Emails and general stuff. • Working on the scheduler. • Planning out database tables. |
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AU 412 | Daily Tasks | 3/9/2011 |
• Writing an email to an associate to update them on progress on the scheduler. • Working on the scheduler. • Brainstorming on main application types. • New logo for a company. Posted logo and colors online. • Brainstorming on rentals and different levels of tracking things. |
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AU 429 | Daily Tasks | 3/29/2011 |
• Working on the my cart favorites advanced add to cart grid. • On the phone with a customer going over find and replace and inventory clean-up. • Wrote an email to a customer. It was kind of sad; it was a turn-off of shut-off email. I thanked them for their suggestions and offered to help where needed. We’ll see what happens. • Spent some time on the phone setting things up to handle Amex. • On the phone with the contact about the webinar, I will be watching that on Thursday. • On the phone with Steve going over things from schedulers, to video upload and training, to merchant processing, to my cart favorites, to reps and new accounts. • Finished up the advanced grid and my cart favorites. • Posted files online and updated a number of help files. Long day! (finished at 2am) |
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AU 439 | Daily Tasks | 4/4/2011 |
• Bringing up laptop and getting databases to talk for a company. • Quote and email to a potential customer about setting up their first corp. • Made a quick call to a customer and offered to reduce their rate by half if they wanted to stay on with us. • Did some review on elements of time database tables. Reviewed notes and wrote an update email to prospective customer. • Started a week long push on the adilas “any” scheduler application. |
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AU 442 | Daily Tasks | 4/7/2011 |
• Reviewing my notes on the “any” scheduler and elements of time. • On the phone with Steve going over a couple of things. He has some people that want some custom stuff for the flex grid. They would like more details and quicker access to the photo galleries. • Working on adding the main element of time. Pretty complex and very dynamic. The page can submit and show from 10 fields to 40+ fields all from the same page. The master templates control the add/edit page. This allows for each corporation to setup and create their own types of time. They types or templates are then tied to sub or add-ons to time. The add-on’s become the functions of time. • Finished up files for the day and posted them online. • Grabbed some screen shots and wrote an update email. |
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AU 471 | Daily Tasks | 5/9/2011 |
• On the phone with Steve going over things. We talked about state requirements for Colorado scheduler, balance sheet, etc. • Did some tech support and bank stuff. • Setup a couple new reoccurring payments. • Working on vendor and user assignments for elements of time. |
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AU 570 | Daily Tasks | 8/29/2011 |
• Quick shipping and freight update. • Also called tech support and asked them about promotion codes and tracking things in the shopping cart. Invoiced from 3/30 to 9/9 for three hours. • Email update – where we are at. • Help files for elements of time. • On the phone with some customers going over new changes and requests. They would like a little more automation and data to show up in the cart process. They would like the subs to show up inside the cart so that they could see everything at a glance. We also talked about automating tech assignments and labor rates to help with billing. • On the phone with Steve going over the latest update on the scheduler and how to do the billing of customers. We also talked about other needs and direction. Worked on help files for time. |
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AU 3566 | 2011 | 12/31/2011 |
YEARLY ACCOMPLISHMENTS 2011 Steve, This is a list of things that happened and accomplishments made during the 2011 year on adilas. It was a great year with tons of new and awesome stuff. More and more still to come… If you need additional details, just let me know. I have everything documented down to the date. January 2011: • New tax tables for 2011 (federal & state). • PCI Compliance Renewal. • Added Authorize.net as a new merchant gateway (merchant processing). • Added the running daily bank balance (per transaction) to the check register. • Added a part number “group” option to the invoice line items search page. Added a switch between groups and details. • Created a similar group and detail toggle switch for PO line items (incoming parts and quantities). • Made a conscience switch to get out of the retail hardware side of business (card readers, receipt printers, barcode scanners, etc.) and focus more on the reoccurring services that we provide. • Added an alpha name search to the quick search options for invoices, quotes, expense/receipts, PO’s, and checks. This allows a search for all results for a given customer name or vendor/payee right from the quick search. • Moved the force payment checkbox on the verify PO page to one step deeper. • Added more links and flow to help with looking up vendor/payees and their current payables. • New corp-wide settings for show/hide tax categories on invoices and quote and a default credit card transaction mode for the merchant processing page (retail swiped, manual keyed, or both). • Created the accomplishments lists for 2009 & 2010. Posted scans online to the adilas history balance sheet item (special archive photo gallery). • Added dynamic drop-down options to the flex grid tie-in titles and custom field names. February 2011: • Started working on the adilas “any” scheduler. This name was later changed to “Elements of Time”. • Tons of notes, ideas, research, concepting, and brainstorming on elements of time. • Went around (onsite) to 10 different businesses to get ideas about how they deal with, tracked, and used time. Filled out prepared questionnaire to gather data. Compiled data into notes and ideas for elements of time. • Added quick search options for main id numbers, included parts, customers, and vendor/payees. • Worked on graphic mock-up for the interactive map and the multimedia training application (player). These are future concepts for adilas university and the main adilas.biz interactive navigation interface. • Added an auto calculate switch (checkbox) to the advanced add to cart page. That allowed us to do more than one calculation at a time before the local math was done. This allowed for things like: unknown weights (quantity), sealed items (USB digital scales), backing in to a fixed total price, and using a tax category of “with tax included”. With the new switch, all of these calculations could be done at once instead of one calculation at a time. • Added options to pass pre-set values from my cart favorite buttons to the advanced add to cart page (options 5 under use exact part number button type). • Created three different bio’s or history documents about adilas. They are the business bi, the education bio, and the brief history of adilas.biz. • Elements of time began to split in to two different sub types. They were types of time (ended up being master time templates) and functions of time (ended up being subs or add-ons of time). March 2011: • Added the CHARGE Anywhere gateway (merchant processing). • Changed the main adilas.biz homepage. Added a search by date field and changed the stats to “daily” stats as compared to the overall “total” stats. • Working on basic database design and layout for elements of time. • Added corp-wide setting and permissions for cross-corp billing. • Added three new fields to the customer statements. They are for the invoice age, the paid status, and the payment types. • Ordered a new content server. • Created a custom CSV file for Dealer Car Search. The export builds itself and sends itself every day at a given time. Includes stock number details, descriptions, prices, and available photos of the stock/units. • Added my cart favorite “group” buttons and a thing we called the advanced grid or add multi grid. Basically a grid that has advanced add to cart features for multiple products at one time. The groups allowed for stacking (depth) of standard my cart favorite buttons. April 2011: • Working on elements of time. Added tons of new pages. Pages included add/edit master time templates, add/edit basic elements of time, basic time search, the working with time page (generic edit mode), printable time page, and time history page. • Decided that each corporation should have their own PO and invoice line items table. Major rework on logic and flow. Split the main table in to corp-specific mini tables. This change affected close to 100 different pages. • Created a multi-corp – multi-location – daily/weekly sales report. Able to pull data by corp, by location, by date, by part category all at one time. One of the first cross-corp reports to come out of adilas. May 2011: • Added the advanced time search (build your own report interface for time) and the advanced results pages. • Added ability to assign time to specific customers, employees, vendors, and locations. Also allowed options to assign to generic persons or places (any – even if not in the system). • Created a bid and proposal for the State of Colorado for the MMJ industry tracking program. • Started working on the sub functions or add-ons of time. They were the action status logs, sub dates and times, and sub comments and notes. • Added a “view only” options (permission) for the my cart favorite buttons. This allowed for one user to set the buttons and then others (maybe not as technical savvy) to use their buttons as their own. This also allowed for a virtual master list of buttons for a single corporation. June 2011: • Constant tweaks to the elements of time section. New settings, new defaults, and new options. • Added a description option to the barcode generator application. Able to switch between a barcode value or a description value (text). • Added a contact (email) adilas support page from any of the application help files. • Kiva and Steve came up with some “short cuts to adilas”. A PDF document for users to get started. • Launched the first round of the interactive map concept. The concept was still a graphic (not yet interactive) but did have a number of links overlaid on the graphic to help with temporary navigation options. • Added a sneak peek graphic to the main switchboard page. The underlying page listed current and upcoming projects that are planned and scheduled. Kind of a small insight to where we are headed or a view of the master plan. • Documented all of the “quick search” options, values, and keyword searches. Put all documentation into its own help files. Added links from different pages to the help file with the documentation. • Added elements of time and reoccurring invoices (reminders) to the main history homepage report. • Added the customer type to the shopping cart. • Increased the number of custom fields on the flex grid tie-ins. Went from 10 custom fields to 15. • Added two new major players to the flex grid tie-ins. They were elements of time and quotes. This brought the total main application types to 12. The flex grid is now a 12 x 12 x 15 matrix as compared with the old 10 x 10 x 10 matrix. • Reworked the flex grid tie-in search results. Made it more human readable to the end user. The old way only had the main application type initials and an id number (example: cust 10001). The new way still shows all of the info but also has a human readable column next to the id number of the tie-in info (example: cust 10001 – Fred Flinstone). July 2011: • Added the flex grid tie-in info to the add/edit customer page. Before it was only shown on the customer log page. • Added a custom shipping CSV file. Custom document tied on a per invoice basis and assigned through the custom document management system. • Kiva took over the reoccurring invoices, credit card payments, and adilas billing functions. • Added a “refine your search” option for elements of time (advanced time search and results). • Added a “grouped” elements of time to customer report to help with billing and assigned times and invoice/quote status values. • Added options to convert one or more elements of time to the shopping cart. This is part of the customer billing options. • Added new corp-wide settings for the customer tax id name, the location license number, and the printable disclaimer text (unlimited text length for invoices and quotes). • Converted all normal customer logs (notes and follow-up notes) to HTML compatible. This allows for things like line breaks, links, and other formatting. • Added an option to search the customer tax id (dynamic name) from the customer quick search. Many of our clients are using a barcode scanner or card reader to search for their customers. August 2011: • Finished up the time to cart process (customer billing). Pretty in depth processing and lots of cross tying between time, quotes, and invoices. All the users have to do is point and click. • Added a couple of MMED forms for the State of Colorado. We added one for the monthly primary center patient list (form 1010) and one for the daily patient sales report (form 1100). • Added an IP address field to the user login/logout actions. This helps a manager know where the users are logging in/out from. September 2011: • Created a generic customer export to Microsoft Excel that included basic customer info plus any flex grid tie-in fields. • Added subs of time to the time to cart process. Other tweaks to help the flow between time and invoices and quotes. • Added an IP address field to the employee clock in/out (timecard) application. Timecards are tied to payroll, so, this helps managers know where the clock in/outs took place. • Created advanced search options for subs of time (add-on functions of time). They include searches for action status logs, sub dates and times, and sub comments and notes. • Added the MAXX payment gateway (merchant processing). • Steve went to a big Trailer Dealer Convention in Texas. Came back with a number of leads and new ideas. • Added a temporary patch for sales tax on the balance sheet. • Added a customer type filter to the my cart favorite buttons. Not required but filters buttons once a customer is assigned to the shopping cart. Helps with different pricing for members vs. non-members. • Major work on visual reports for elements of time. The main time homepage is capable of showing a calendar view (up to 365 days at a time), a dynamic time slot view (daily detail view with any increment of time and a start/stop range), a grouped report, and the normal time details (organized list) reports. • Publicly released elements of time. Round one of three (other future releases will come later on). October 2011: • Added a new quick search option right from the top of the view cart page. This allows for parts searches and barcode scans right from the view cart page. • Added four new customer date fields (main start, main end, period start, and period end). Each new field also has a corp-wide setting attached to help with custom naming options. The period end date has special code to help watch for passed or expired values (shows up in red). • Added a number of new corp-wide settings for elements of time. This deals primarily with what the user sees when they first come to the time homepage. Default settings include things like: time period (date range to show), report type, calendar block size, time slot start/stop range, time slot block size, and show/hide extra stats and subs. • Added a basic export to Microsoft Excel for invoice sales data. • Added a new customer queue application to help track “who is next” for customers and waiting rooms. Virtually a check in/out monitoring process. • Updated the custom document settings for the Texas 130-U (new version). Also added a data only version to help with the facto form printing for title applications. • Added options to change prices and button status on the bulk sort page for my cart favorites. November 2011: • Small tweak on the balance sheet. Showed the difference between the total tax and the possible out of balance value. • Added the user history report (historical history) to the main history homepage. Includes 20+ system-maintained user history sections (actions recorded behind the scenes for system events). • Added a better “change due” call out on the mini 3” invoice format. • Added a new permission called “my history” and connected it to a filtered portion of the main user history report. • Created a new “grouped” customer invoice report. Ability to sort by customer, invoice count, and total invoice sales (sums). • Expanded export options (to excel) for invoices (total of 5 different reports). Added a “refine your search” options to all advanced searches for invoices. December 2011: • Added links to the barcode generator to and from stock/units and for customers. • New customer exports to MS Excel. Including the advanced (build your own report) search, customer logs, and additional contacts. Tied to all exports to the advanced permission for customers. • Added a “refine your search” option to the advanced customer search results. Added an export to Excel for part numbers and quantities. Also tied this export to the advanced permission for parts. • Added a new permission to help with quick retail sales (counter sales or non-customer tickets). Also sped up the customer to cart assignments. • Added an options to hide the main cart info for non-customer counter sales in the view cart page. • Added a new corp-wide setting to use or skip the review cart page (final step in the cart process before converting the cart to an invoice). • Updated all tax tables for the tax year of 2012. • Small change to the balance sheet homepage. Pre-selected the checkboxes for show assets, liabilities, and equity sections. Yee Haw! More to come in 2012! |
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AU 1104 | Daily Ideas | 2/23/2013 |
-“It’s time for musical chairs… everybody get up and go to the next station.” -S.O. -“Are you prepared to let go of what you need to?” –my dad. -With reps – do’s and don’ts. With paying – do’s and don’ts. -What do we need to setup a corp – process or required pieces. -Adapt and overcome! -Outline and structure the training material – we were a little too open. -Bank account to get ACH services. -Take off the flyer about bringing the lunch. -The servers are the top monster. -(Sketch in notebook with clusters. Content - Data 1, 2, 3, etc. - each corp has its own little area - each corp feeds the outside web services (adilas web services). If content is needed it gets pulled from a content server. (Adilas university)) -Sketches of the cluster model. -1 content server hooked to multiple data servers. -Each data server would have a number of corporations under a specific data server. Kind of like their own little “adilas”. -The model above is for a single cluster. Multiple clusters could be used either together or by themselves, very flexible… -Put the help files on adilas university. -Put the YouTube videos on adilas university. -Put the developer’s notebook on adilas university. -Monitor each cluster and who is on each server. -Growth and “farming” of data servers. -Keep cluster 1 and data 1 very small and make adilas the controlling entity. -Play musical chairs – mix and match – learn other pieces of the puzzle. -Accounts are reviewed on a semi-annual basis. Based on that review, we analyze and will do something with the monthly fees. -Create a web-based company assessment. Fill out as much as you feel comfortable: looking for numbers and values. - # of EIN’s - # of Location(s) - # of Employees - Business type or industry - # of transactions - You get it all…. Help us know which features you are interested in? o Do you have inventory? - How many unique types? o Do you have any serialized inventory or big tick items? o Do you sell labor? o Do you sell time? o Do you sell services? o Do you plan on uploading photos, scans and images? o Do you plan on using the scheduler and elements of time? o Do you plan on using merchant processing? o Do you plan on using eCommerce? (May require additional fees) Still dealing with a web based company assessment… - Other notes on request - Reps or how did you hear about us - Main contact info - Company name - Contact name - Phone - Call to action! -Have the reps use this request from to submit info to us. This would be how they request a new corporation. -Buttons that say “quote me” or “sign me up”. This is a call to action or an action link. -We will be contacting you. -Have and show some testimonials. -Having the adilas team here in Utah at my house was a great blessing and we got a ton done. I’m super thankful for a couple of extra days due to bad flying weather. It was a blessing in disguise! |
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AU 2052 | Daily Ideas | 3/1/2014 |
-Adilas flex zone timeline drawing (Sketch of flex zones or virtual waiting rooms, with checkpoints and permissions, and time going in either direction.) (See scan in photo gallery) -Life has to have some flex zones or small waiting rooms. -There may be things that are unfinished – that’s okay, they will stay in the flex zones until they are ready. When ready, they may be advanced to the next stage. -There will be time – just keep going. -Instead of just one timeline (like the graphic or drawing above), there are multiple time lines working together. Time, itself, has many one-to-many relationships. They all play into the bigger whole but are made up of tiny little individual pieces and parts, kind of interesting. -We have a client that is looking for EDI (Electronic Data Interchange) pieces and functions. Steve has done a little bit of research and we’ll only start heading in that direction if needed. EDI is basically a way for one or more computers to talk to each other. Notes from a phone call with Steve on 3/1/14. - Let our developers build their own clientele. Our reps already do this on their own. - Our current top three priorities are: o Package stuff, o Split Cart functions (interface), o API (application programming interface) & 3rd party plug-ins. - Custom documents are a good profit center for adilas. This could include: o Documents o EDI – Electronic Data Interchange o Outside Feeds o Internal Feeds o Loyalty Points o Customer Gift Cards o Labels o Barcodes o RFID o Reoccurring push/pull actions - Maybe think about bulking up or beefing up the custom pipes or custom documents area. - Use the barcode generator (if possible) for some of the custom pieces. If needs be, we could always create a new barcode generator or custom label app if we needed something more robust. - Packaging and subs of part numbers or subs of item numbers. - The deeper we get, the more elements of time appear to be connected to everything else in the system. - Packages and conversions are almost one in the same. One is limited or quantified and the other is open ended or unlimited. - Should we make a whole new item type??? A mix between a stock/unit and a general part? What about backward compatibility (people wanting to go backwards)??? - Steve kept using the phrase “occurrence of…” or “instance of…” when talking about tracking packages. Virtual usage. - The naming has to be dynamic… Just like in elements of time. - Batch, packages, reports - Maybe store dynamic parameters (actual JSON objects) inside of the subs for time called sub comments. These fields are big, they accept HTML, and they are already a sub of time. - Maybe use time for packaging and expiration dates as if it was manufacturing. Think both retail and manufacturing of packages, lots, batches, etc. - On part categories… what if we allowed categories to be stacked inside and/or on top of other categories. Allow it to go as deep as it needs to go. - If we let simple objects connect to each other and to themselves, how do you go back up the chain? I am talking about showing the relationships. Instead of simple nested part categories… what if it were people connected to other people (say like genealogy). The person exists as a single object, they could then be connected to other people or other objects to create a relationship. The relationship then helps to define how they interact and any dependencies or other independent states that exist. It basically starts forming the story as the objects and data move or interact over time. - Make the teaching graphics available, to all users, that we use when doing adilas demos and training sessions. Add a muffin tin, add the dream it up, and add a cup and plate model with an underlying platter or bigger tray. Think stacking objects. - Teach base level core concepts like operations and accounting. - We are going to need a sales and setup team inside of adilas. Help them sell what we have! - Our best sales people are involved in the setup process. - Create a small setup team using existing persons. - Do weekly demo meeting to help get awareness up. - On packaging… what about packages of packages or deep one-to-many relationships? - Packaging may need its own barcode. This could be something simple or it could be cryptic for a main time id, something in the middle, and then a sub of time. Just trying to get ideas. - On elements of time… We have the “anything” sub – pools and subs. We need to get that ready for use. - Packages may contain more than one item. Possible mixed items. - The mother is “time” – then anything that gets applied will be the sub. - Moving items from a “shelf” to a “package” or subset. Think about moving pieces into other pieces. Basically, it is all mini manufacturing or internal builds. - Show the usage over time. - Elements of time… this becomes the master. - “Any” scheduler – everything needs to be tied to elements of time. - Push out the developer’s notebook – stake our claim on some of these emerging ideas – do it in a fashion that helps build and share. Remember, “The rising tide raises all boats.” I think the real quote says “ships” but I like boats better. Ships seem so big. Anyway, help raise the tide! - Work smarter, not harder. - Allow all or “any” of the pieces inside of adilas to be plugged into time or into an element of time. - The different report types are: o Calendar o Time slot o Grouped o Details o Advanced (pick & choose) o Subs and stats o Export to Excel o Time Line Horizontal (new) o Time Line Vertical (new) o Other Formats (new & futuristic) - What if we used Cold Fusion to dump and display objects inline using a cf dump tag. This may have a place, especially in the API documentation and testing zone. - We would like to set up a number of adilas training centers. This could be a great business for us and/or other interested parties. - Prep for a demo meeting. - Use Bridgerland as our first adilas training center. It is a great fit and is already in use. - Pass out flyers for the free demo. Maybe pay a team member $10/hour to pass out flyers. - We are shooting for 50 new clients. - Do the weekly demos on Thursday night from 6-8pm. - Use BATC (Bridgerland) or the Business Resource Center for the software demos. - Maybe show a calendar on the main login page. Have drill-downs to different details, photos, links, and other content. - Have the same calendar show-up on the adilas training page. Start using elements of time. - Get adilas university up and live with help files, developer’s notebook, and training and videos. |
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AU 3675 | Planning - Packaging & To-Do's | 3/1/2014 |
Packaging & To-Do’s: - Check the credit cards and make sure things could clear - Let our developers build their own clientele - Split cart - Package stuff - API & 3rd party - EDI – Electronic Data Interchange o Push or pull or catch o Application flex grid stuff o Two computers talking to each other - Custom documents are a profit center for us o “Custom” – Beef up pipes or bulk up that area o Documents o EDI – Electronic Data Interchange o Feeds o Loyalty Points o Custom Gift Cards o Labels o Barcodes o RFID o Reoccurring Push/Pull Actions - Barcode generator – maybe allow custom to go through it or have a whole other flash app that can take custom Packaging…: - Elements of time – sub of everything - Package thing & conversion thing are one in the same - New item type??? o Backward compatible Process: - New item - Track quantity - “Occurrence of”… o Sub of the items that exist - Naming has to be dynamic… elements of time - Usage or occurrence of… both quantitative and unlimited - Batch, packages, reports - Dynamic parameters (JSON objects) stored inside of the sub comments of time - Use time for packaging as if it was manufacturing - Retail and manufacturing of packages - On subs and sub part categories… what if we allowed categories to be stacked inside and on top of other categories. Allow it to go as deep as it needs to go. - If we let simple objects connect to each other and to themselves, how do we go back up the chain? Show the relationships. Instead of part categories… what if it were people connected to other people (genealogy). The person exists as a single object, they could then connect to other people or other objects to create a relationship. The relationship then helps to define how they interact and the dependencies or independencies that exist. It basically starts forming the story or the objects and data move or interact over time. - Get graphics available to all users – training sessions o Add muffin tin o Add Dream it up! - Teach base level core concepts like operations and accounting - Sales & setup team o Sell what we have! o Sales people need to be involved in the setup process o $35 o Create a small team o Weekly demo meetings (2 hours) Packaging… Continued: - Packages of packages - One-to-many relationships - Own unique barcode for the package o Main time id, something in the middle, sub of time - Time – “anything” – parts & such - Conversions = unlimited & packages = limited or quantified - Packages may contain more than one item - The mother is “time” then anything that gets applied will be the sub - Moving items from a “shelf” to a “package” on subset. Think moving pieces into other pieces. Basically, it is all mini manufacturing or internal builds. - Show the usage over time - Elements of time… this becomes the master - “Any” scheduler - Everything needs to be tied to elements of time - Push out the developer’s notebook – stake our claim on some of these emerging ideas – do it in a fashion that helps build and share. The rising tide raises all boats (ships). (I like boats better, ships seem so big.) - Work smarter, not harder - Allow all or “any” of the pieces inside of adilas to be plugged into time or into an element of time. - The different report types are: o Calendar o Time slot o Grouped o Details o Advanced (pick and choose) o Subs and stats o Time line horizontal (new) o Time line vertical (new) o Export to Excel o Other formats (future & now) - What if we used ColdFusion to dump and display objects inline using cfdump tags. To-Do: - Adilas training centers - Prep for a demo meeting - Bridgerland as our first adilas training center - Pass out flyers for free demo - My brother - $10 per hour to pass out flyers - 50 new clients - 6-8pm on Thurs. - Business resource center for demo - Call intern Classes: (adilas training) - 6th: 12 – elements of time & 2 – flex grid - 13th: 12 – Inventory & 2- Sales - 20th: 12 – recipe/builds & 2 = expense/receipt - Basic Sales & Inventory - Recipe/Build Class - Flex Grid - New Features - Elements of Time - Expense/Receipts - Payroll - Show a calendar on the main login page. Have drill downs to details, photos, links, and other content. - Have the same calendar show-up on the adilas training page. - Get adilas university, live with help files, developer’s notebook, etc. Packaging & Tracking – Goals: - Track – Lots, S/N, Package, etc. - Custom naming - Chain of custody - Ease of use - Deal w/bulk track individual - Conversions (1st) - Packaging - 1-many-many-1-many-many Goals & Conversions: - Trade by lowest - Common factor - Beware of rounding - Standard vs. non-standard - 2 tables: o Units of Measure o Linker – UofM x:y, UofM |
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AU 2058 | Daily Ideas | 3/12/2014 | -I had the thought that it would be cool if we could add any system player or individual object to elements of time from the main object itself. This is really important from stock/units and general parts but may also be important from all other main player groups. This is how you could make a reservation or check reservations on an object. I could also see this type of usage if you wanted to create a group, batch, or package. Mix and combine whatever you want from the source. In a way this (from the main objects to time) is the opposite of the "any" scheduler and dealing with pools and sub groups. That (the “any” scheduler) is from time to objects. This note deals with objects assigned to time vs. time assigned to objects. Basically, we need both directions. | |||
Shop 644 | Adilas World | 3/8/2016 | Alan and I worked on the "any" scheduler app and sub functions of time. We ended up going into the adilas university site and looking up some of the early brainstorming pieces for elements of time. We talked types of time, functions of time, 3D world building, data assembly line stuff, and much more. I was really enjoying the dialog and conversation. I hope that Alan was enjoying it as much. This has been part of the dream all along. Fun session. | |||
Shop 1771 | Russell Moore | 9/20/2016 |
On a Zoom session with Russell. We went over some database ideas and options. Russell was showing me some more settings and AFB (adilas for business) themes for the secure environment. Russell is working on some mobile ready themes and such. Pretty cool. We then did a whole session talking about the Adilas "Any Scheduler" - AKA elements of time. We did some scenarios and used the computer as a virtual whiteboard using the drawing tools and what not. Fun little session. See the photos/scans for a small sample of what we were doing. We did a number of those. We also went through some of the existing tools and talked briefly about how they could be interconnected. We touched quite a bit on corporations (worlds), store/locations, payees (people or users), elements of time and subs of time, flex grid tie-ins, and media/content (files and documents). Good session. Lots of concepts being used and taught. |
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Shop 1961 | Talking with Dave Forbis | 11/3/2016 |
Dave Forbis came over to get a check and talk about a couple of projects and ideas. We went over some of his marketing efforts and talked about some other projects that he is working on. I'm trying to get Dave to project manage his own projects and let the developer's do some of their own project management. We went over some new and old wire jobs (custom code and using existing tools and functions as needed in a custom way). We also looked up a bug on the auto add sub flags and tags to main elements of time. Dave is getting some more jobs that need custom wiring and diverse logic and flow options. Good stuff. It just takes time to think it out and then make it happen. Also as a side note, we are seeing more and more heat and need for the adilas "any scheduler" which includes rentals, reservations, and project or task tracking options. That will be fun. Dave stayed for dinner and he and my kids were somewhat playing a battle of wits at the table and after dinner while cleaning up. Good evening. |
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AU 4030 | Brainstorming Adilas Glossary | 8/13/2019 |
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Shop 8884 | Adilas Time | 4/26/2022 |
Steve and Sean were talking about ecommerce and what is needed to keep systems going. Lots of moving pieces. After that, it switched over to a sales meeting. Steve was asking questions about some dealerships and recent contacts that Sean and Marisa were making. We talked about how much custom code is needed per client or per industry vertical. We got into a conversation about the client facing scheduler and how cool it will be, but also how much code it will take to make it fully functional. The subject then flipped over to automation, wizards, settings, training, and education needs. As things get more complex, there needs to be ways of letting people know what is needed and what needs to be done. If the education is not there, it actually makes it even harder to figure it out. We talked more about ways of helping to speed up the training and onboarding processes. We need a way for our client to figure things out and/or be educated on what is possible and what is needed. Steve was mentioning that we need a balance between sales and new development. As a side note, in some of our design prototypes for the fracture project, we were working on a better UI/UX as well as a thing called education mode (toggle on/off for extra help and information). The goal was to make it available but hidden. If it was needed, it was there. If it wasn't needed, it was hidden but still avaiable. Also, a good UI/UX will help eliminate some of the education stuff (not all of it). The final topic of the morning meeting was dealing with advertising and pushing that forward. We also talked about having the best team we have ever had. Good stuff! |
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Shop 9663 | meet on next project | 12/5/2022 |
Looking into needs and wants for the date/time pickers. Created a small to do list. We then jumped into unique event settings. We talked about new possible time settings (see element of time # 8004). We got pretty deep going over potential and where we want things to go. The goal is to make and create an "Any Scheduler" or an "Any" Scheduler. We also went over some look and feel stuff and where we are headed there. I showed Bryan some recent news and updates and how we are planning a full facelift for the time or elements of time section. Just for fun. Here are some our notes that we were passing between the chat session over GoToMeeting. Meeting with Bryan on time templates and sub templates for availability - Define what we want... - How are we going to tie things in? - What will it look like? - How will they control it? - Permissions? - Settings? - Availability? - Just time slots that are open (appointments, hair salons, PT-physical therapy, etc.) - Book a range (campgrounds, cabins, rooms, etc.) - Internal - able to do this right now... - it would be cool to speed it up - External - only able to do reoccurring one-to-many and unique events - we need the 1-1 (one-to-one) or one party to a certain event or place or timeslot. - "Any Scheduler" or "Any" Scheduler >> and go online with it - what are the rules to make it easy for a user but flexible and powerful (backend) |
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Shop 9682 | check and push code | 12/12/2022 |
Meeting with Bryan and going over the "any scheduler". He was showing me an older campground reservation system that Will and Steve did inside of adilas back in 2018. It has been pretty buried and not used that much. Bryan was looking around at other different scheduling options such as Airbnb, hair salons, etc. Looking at how we do it internally (selling and booking time). We started talking about availability templates. Basically, timeslot placeholders. Lay it out and then use it if needed. We did some brainstorming and after we stopped, I was thinking that we also need payee id (user stuff) and store id (location information). Making progress. |
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Shop 9730 | planning | 12/28/2022 |
Work session with Bryan going over projects. We talked about date-picker stuff and then moved onto scheduling. I was pitching a small proposal to add in a temp roster for the horizontal time view. This would be a JSON formatted setting that would allow you to pre-load in certain people to your horizontal time view. It's not real availability, but it was a step in the right direction. I did a bunch of drawing and brainstorming with Byran. Most of it was on the fly. He recorded a few notes. We then switched and got into deeper availability and the layered calendar options that we are planning on building. This flow would allow us to prep or overlay a schedule or virtual availability schedule over the main calendar (elements of time). We went over ideas for flow, logic, and what it might look like. We determined that there were 3 main steps. For a single assignment, we would need who it was that was being assigned? The who could also be the what. For example: are we setting the availability for a person, place, or thing? That's step one. Step two would deal with a date or a date/time range. These first two steps would always be required. The third step would ask if we need to reoccur or duplicate those new availability settings. We would need to select that option, only if needed. If used, we would copy or duplicate the existing settings in bulk. We got into tons of details and ideas. Lots of drawing and brainstorming. Bryan and I were even playing in Microsoft Excel and doing some fake table layout and data input stuff for the new layer tables. We would like to think of the new overlay functionality for the calendar as layers or availability layers. This will end up being part of our "any" scheduler. Behind the scenes, we will have the real elements of time (that already exists). The front or overlay layers will be for things like employee scheduling, non availability, holidays, web availability (options for online booking), etc. Fun stuff. |
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Shop 9733 | planning | 12/29/2022 |
Planning with Bryan. The topic of the day was brainstorming on the "any" scheduler or any scheduling stuff. We talked about a number of different steps and what we could save and where. 1. We will use JSON page level settings for simple and advanced (shifts) rostering. Thinking about a number of different tabs going across the page for the new settings. Tab 1 would be simple full day rostering, tab 2 would be advanced shift level rostering, tab 3 would be shift settings, and tab 4 would be the web availability stuff listed below (in number 2). Good brainstorming session and going over ideas. We got pretty technical and did a lot of drawings. It's fun to see how things progress and the progression of things. |
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Shop 9738 | check and push code | 1/3/2023 |
Bryan and I looking at the advanced rostering and scheduling options and settings. We are getting into things like days, swing, and graveyard shifts. More work and planning on the "any" scheduler. Talking about next steps and going over plans. Bryan is doing great and we are adding in more settings to help things be data driven vs just code driven. That allows us to cater to more people and clients without super detailed custom code. If we base things off of the settings, it becomes data driven and even if it does something special, it is based off a setting, so other can use or do the same thing. Good stuff! |
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Shop 9896 | Fracture MVP | 2/16/2023 |
Notes and thoughts about an MVP (minimal viable product or minimal viable plan) for Fracture - future project for adilas: - Dynamic yet standard CSS - allow for others to change their dynamic CSS (look and feel) - maybe hold some of this in settings and in the database somehow. That way, they could always change it and we could dynamically pull it in on the fly. - Full API socket access with good documentation. Every feature, every function, super small getters and setters for each section. - Funding options - real money, time, products, investments, selling percentages or shares, etc. Be open to lots of options. Multi million dollar stone soup type analogy. - Along with funding the options, I would like to make a page that shows the time value of money based on total gross sales by Adilas, LLC. For example: If someone wanted to buy a percentage or share, they could see the total gross revenue (year over year sales totals) and then see what that value is multiplied by a factor, say 3. The standard is between 1-10 times of the total gross revenue as a general ballpark number. We could show them a price and then let them purchase that percentage or share (somehow contact us). Each day that the page is up, the price would go up daily, based on the total gross revenue. Just for fun, they could roll it backwards (view only), if they wanted to look at things based on past dates. Just playing with numbers. We may have to figure out some other things, just an idea. - If we did seek some outside funding, we could put up 20-30% of adilas (shares or percentage for co-ownership). We could also open up options for funding as a loan or to lend or loan Adilas, LLC monies. That money could be put on the balance sheet with promissory notes plus interest. - Just as a rough number, shooting for $10 million in funding for projects and future development. It very well could go beyond that. We could start on projects once we get a portion of that (seed monies). Technically, we could start with anything. Shooting for a smaller $2 million for a seed money level start. If further budgets were needed, they could contain things like marketing, sales material, training, education, documentation, look and feel, interface changes (UI/UX and GUI updates), new features, bulk tools, upgrades, maintenance, servers, team members, admin/management, developers, support staff, internal training, different roles and responsibilities, hourly wages/compensation, salaries, perks, plans, project management, R&D, AI (artificial intelligence), "Any" scheduler, design work, API sockets, consulting, white labeling, settings, permissions, templates, marketing, advertising, promotions, sales, certifications, merchant processing, external marketplace stuff, 3rd party solutions, and other areas. Just putting a number out there for a general goal. - Another thing that we want to keep doing is creating content - written, verbal, visual, video, etc. Good, clean, data, and content. - Make an MVP plan for where we are going - we already have lots of research and planning for fracture and other projects - just need to pull it all together. Pitch the pitch and review other notes. See the developer's notebook for other topics as needed. Most of the notes are stored there or are referenced there. Great resource. |
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Shop 9900 | Meeting with Bryan | 2/20/2023 |
Meeting with Bryan on some of his new settings for the "Any" scheduler. We got super deep into the logic on the horizontal time view page. He is currently working on rostering for different shifts. |
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Shop 10112 | Planning with Bryan | 5/1/2023 |
Met back up with Bryan for a planning meeting. Going over horizontal time views (see EOT # 8004 and # 6967 for more info). Coming up with ideas for the any scheduler. Looking at ways to reuse concepts, functionality, and code from existing pages. Especially the horizontal time view page and the calendar view pages. |
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