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README

This application serves a few purposes for my day job, focusing on improving coordination with better communication tools. With better tools productivity can be increased.

To-Do

  • Refactor Inventory Reports to make room for Wireless Routers & Technician selection via dropdown
  • Figure out a way to scope Inventory Reports weekly, so on Monday when reports are entered it goes for a week until the next Monday.
  • Finish up Service Request's functionality.
  • Allow the ability to upload photos to Service Requests. (Useful for things like Speedtests/Damages etc.)
  • Determine a way to have notifications for Messages/Service Requests etc.
  • Metrics for service requests, most common complaint, reasons for issues etc.

User Stories to work towards

  • As a user I want to be able to message technicians and receive replies to the messages.(DONE)
    • The ability to send predetermined messages would be useful. (Ex: 'Looking for an ETA for your PM jobs', 'What did you do on your Repairs?')
  • As a user I want to be able to see the location of all of the technician's homes on a map on the technicians page.(DONE)
  • As a user I want to be able to deactivate / reactivate technicians when they leave or are hired back.
  • As a user I want to be able to select a Technician's name from a dropdown on the Inventory Reports page.

Notes

Activity:

Activity.rb
---
belongs_to :service_request
has_one :user
has_many :photos

Service Request:
has_many :activities

Service Requests should include:

  • Status (Open, In Progress, Completed, Closed)
  • Location
  • Customer Name
  • Customer Phone Number
  • Customer Email Address

Time Management should include:

  • Ability to Track time spent on jobs
  • Needs: Date of work, job site, Time start, Time end, Description
  • Would like: Ability when generating card, to add up time spent to hours, and if the user is enabled for 2 hour min, then use that option for them if (time.end - time.start < 2 hours)

Inventory Reports should include:

  • Tech it belongs to
  • # of Dishes
  • # of Cannisters
  • # of Modems
  • # of Radios
  • # of upgrade kits (raven & prodilin)
  • # of VoIPs/ATA's
  • # of Trimasts
  • Notes with HN9000 EQ or other things to note

User Roles

These roles help to define what a User can or cannot do based of the role. I.E Some users who are 'technicians' should not be able to do things like add technicians

  • Guest (cannot do anything. Needs to be 'promoted')
  • Technician (base level access, see Dashboard with information they may need/be relevant)
  • Lead Technician (manages techs, able to promote or demote Tech <-> Guest, able to see all of the techs information)
  • Employee
  • Administration

Technician

This is a Technician but could be considered a Stocking Location

  • Name
  • Phone Number
  • Email Address
  • Address
  • Drop Location (where we drop shipments off)

Small Parts:

This is consumable material used by the Technician on the job site.

  • Part Name
  • Part Number
  • Part Description
  • Vendor

Vendor:

This is who/where we buy material or equipment from.

  • Vendor Name
  • Vender Address
  • Vender Phone Number
  • Sales Rep
  • Vendor Website (Not required)

Equipment

This is a piece of equipment that's trackable/assignable. For example 4 Dishes are assignable to a Technician but not trackable and a Modem or Radio is assignable AND trackable because it has a serial number with it.

  • Part
  • Technician

Associations

Vendor:
has_many :parts

Parts:
belong_to :vendor

Wants / Goals

  • Ability to allow techs to 'request/order' Small Parts/Material
  • Ability to Invoice / Credit Technicians accounts
  • Ability to only get past 7 days of Inventory Reports
  • Pagination on Reports
  • Email Reminders to Technicians to submit reports & Email Reminder to Staff to send in compiled report Monday AM.

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ClearManagement, an app for clearer management

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