all data is live and searchable
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Basic Assignments
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Options & Settings
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Main Time Information
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Notes:
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Needs for the element of time: - Home page (nav, add new, search form, results, maybe grouped results - Add/edit templates – admin - Add/edit main element of time - Add/edit subs - Advanced search (main and subs) - Advanced search results (main and subs) - Printable - PDF (save as) - Photos - Payroll - Billing or adding to cart (invoice, quote, recipes, my cart favorites, single and multi) - Quick search (numeric, date, new, home, last, all, alpha) - Flex grid stuff - Bulk sort subs… see the work with time page - Void or back out - Admin only or private - Quick drill downs (smart links) - Apply session var (hold to use later) - Initializing templates and setting up items by default - Changing templates (editing the main) - Work with time – work sheet or work area edit line items type page – void, edit; allow for quick status changes, color changes, notes, single assignments, etc., links, bulk sorts, etc., almost like a shopping cart for time When adding the main… allow step by step, allow a preset template, allow a preset date or time, allow a tie-in to a session element of time. If tying to a customer (in add mode) (or edit mode) allow for a search to be conducted or a customer right from the add mode. Figure out a good flow process. Ideas for a time search: - Report Type: Details, Calendar, Time going down, Time going across - Template Filters: All, (drop down menu options) - Created By: All, (drop down menu options) (include inactive users) - Basic Assigned To: All, (drop down menu options) - Time Period: o Daily: (enter the day you want to see) o Weekly: (presets) o Monthly: (month & year drop down menu) o Custom Date Range: _____ to _____ |