all data is live and searchable
|
Basic Assignments
|
Options & Settings
|
Main Time Information
|
||||||||||||||||||||||
|
|
|
Yellow
|
|
|||
|
|||
|
|
|
Notes:
|
|
Possible requirements for different time elements: Needs: - Name or title - Start date - Start time - End date - End time - Total time (in seconds) duration - General notes - Status/state (general) - Status subs (colors) - Relationship type - Location o Sub locations o Custom/temporary locations - General amount - Visible status (shoe/transparent) - Basic/admin status - Privacy status - Category - Sub category - GPS (subs) - Payroll (subs) - Sign off - Notification and reminders - Html - History, photos, comments (subs) - Multi-steps (commit to memory) - Show/hide on web and show until date - Rounded time - Rates - Assignment changes (subs) buddies or buddy system - Invoice status (subs) (invoiced, not invoiced, no charge) - Income and costs (subs) or part of other subs determine profit margins - Planned vs. reality, output or goal watching - Sub pools (subs) all different types - Reoccurring, template master, known set schedules (blocks of time) subs applied settings or template - Pool items in/out of play for specific time elements - Flex fields, names, and types - Tie-ins or flex grid tie-ins (it doesn’t have to be flex grid) subs - Customer(s) and participants, roll call over time (who showed up, who didn’t) - Vendor/payee - Preset settings – this may be part of templates - Sub time frames – these hold a place but get tied back to the master for all lists of who, what and where - Pick options: dates, fees, times, workshops, classes, etc. (usually tied to invoices and quotes) - Destination – (quote, transition invoice, regular invoice) - Details – follow up - Finished settings (projects, to do lists, jobs, etc.) - Overlaps, gaps, possible conflicts - Rewards programs and promotions - Availability – not available - Medical records - Caps, minimums and requirements optional - Deadlines, timeline, phases - Rentals - Financial players and factors - Invoice payments and e/r payments with again and schedules - Rate tables (sales and seasons) - Standards – start and end time ranges, slot values, days of week, reoccurring items - Job costing - Statues changes and aging - Queue times - eCommerce - Inter corp - Masters - Back tie to units - Cancel or void (back out) - Check in/out, start/stop time - Mass entry - Report functionality - Waiting list |