FS 343389 SCR-339867-03 Marshalls Mobile Device Styling
Marshalls Stone
Marshalls Mobile Device Styling
CALIDUS ePOD
20th June 2017 - 1.1
Reference: FS 343389 SCR-339876-03
Contents
Functional Overview
Client Requirement
SCR-339876-03: General Mobile Device Styling
Solution Overview
The EPOD system will be modified to have 2 new styles created for Marshalls:
- A "Marshalls Landscape" style
- A "Marshalls Premier Mortars" style
The 2 styles will be broadly similar, in that they will share many common styling elements. In detail, that is:
- Both styles based on the exiting standard OBS style, in landscape orientation.
- Job List, including displaying the planned time (not date and time).
- Remove Signatory when customer signing - this must be entered by the driver.
- Product List styling will be applied
- Remove "Collection/Delivery Checked" box from the Collection/Delivery screens
- Add a WEBFLEET button to the Load Info screen
Specifically and only for the "Marshalls Landscape" style, the following will apply:
- Start Job button labelled as Deliver Job
- Remove Cancel Job button from Job Details
The product list styling will differ slightly in the two styles.
For "Marshalls Premier Mortars", the following will be displayed on the Product list:
- Product Code
- Product Description
- Quantity
- Hopper
For "Marshalls Landscape":
- Product Code
- Quantity
- Unit Type (e.g. m2, m3, ton)
- Pack Size
- Product Description
Note: The quantity displayed for "Marshalls Landscape" may be in Packs/Loose Items format, if the pack size is configured for the product. This is subject to an additional product change to achieve this and is not part of this specification.
Scope
This change will be applied to system version 3.X.
The information displayed on these mobile device screens is subject to the data mapping for the Marshalls project. This data is being received from different sources for Marshalls (Microsoft AX ERP for "Marshalls Premier Mortars", REACH TMS for "Marshalls Landscape"), and also changes being made to the data import for both of these business units (specified elsewhere). If these changes are not completed, the mobile device will still function but may not display the required information.
Set-up
Pre-requisites
Menu Structure
Data
Each business unit will have a site created for it, expected to be:
- "MAR-LAND" - for "Marshalls Landscape"
- "MAR-PREM" - for "Marshalls Premier Mortars"
Two new PDA Styles will be created:
- "MAR-LAND", labelled as "Marshalls Landscape".
- "MAR-PREM", labelled as "Marshalls Premier Mortars".
The C-ePOD site will be linked to the appropriate PDA Style through the Admin Sites Maintenance screen.
Admin Site Maintenance Screen
Each C-ePOD site will have the appropriate Marshalls logo uploaded to it, and will be configured to show the Customer's reference on the device.
For "Marshalls Landscape", no Job-level reasons will be configured, so that no cancelling of jobs can be made by the drivers.
Functional Description
Job List Changes
The Load information (on the right of the screen when the device is oriented in landscape mode, and available through an Information button press when in portrait orientation) will be modified as part of the style changes to add a WEBFLEET toggle button, if WEBFLEET is enabled for the site and this is a TomTom PRO device. This will allow the user to switch to WEBFLEET, by activating the WEBFLEET NavApp only - no extra information will be sent. The purpose of this is to ease the transition between C-ePOD and WEBFLEET for the drivers.
The code for the WEBFLEET button should be taken as-is from the Navigation button. Note however that, when this is not a TomTom PRO device on a system with WEBFLEET enabled, no button will appear.
A system style control flag will be added to the Job List, to allow the Planned Date/Time field (currently already on the job list) to only display the time, not the date.
A new system text item "Deliver Job" will be added to the translations for "Marshalls Landscape".
Marshalls Premier Mortars Style Changes
A style will be created using the style creator, called "MAR-PREM" with description "Marshalls Premier Mortars".
The basic layout and colour scheme will be taken from the existing OBS2 style.
The Login screen will display as follows:
- The logo will be displayed from the Site logo uploaded within the CALIDUS ePOD Admin system.
The Job List will display only the following data per job:
- Job ID, configured to be the Customer's Reference
- Type (Collection or Delivery)
- Customer Name
- Planned Time only
- Post Code
The Collection/Delivery Address screen will display as follows
- The "Collection/Delivery Checked" box will be removed
The following translations will be added, to ensure that the labels on the device are correct:
- The label "Position" will be translated to "Hopper".
The Product List will show only the following data per item:
- Product Code (EPL_PRODUCT_CODE)
- Hopper (EPL_POSITION)
- Quantity (EPL_PRODUCT_QTY_PLANNED)
- Product Description (EPL_DESCRIPTION)
All other items on all screens will display as per the default system style.
Note: The style has been prototyped and can be seen in the development system.
Screen-shot samples:
Login
Job List
Job Details
Collection/Delivery Details
Products List
Signature
Marshalls Landscape Style Changes
The "Marshalls Landscape" style will be created as a copy of the "Marshalls Premier Mortars" style above, called "MAR-LAND" with description "Marshalls Landscape".
The additional differences will be as follows:
The Job Details screen will have the Cancel Job button removed.
The following translations will be added, to ensure that the labels on the device are correct:
- The message "Start Job" will be translated to "Deliver Job".
The Product List will show only the following data per item:
- The Product Code (EPL_PRODUCT_CODE)
- Unit Type (EPL_UNIT_TYPE)
- Pack Size (EPL_ITEM_TYPE)
- The Planned Quantity (EPL_PRODUCT_QTY_PLANNED)
- The Description (EPL_DESCRIPTION)
Note: The style has been prototyped and can be seen in the development system. This style does not include the Position field on the Product List (as this is being developed as part of other changes) and should be modified for this purpose.
Screen-shot samples:
Login
Job Details
Products List
Appendix A: TEST PLAN
| Test Script / Scenario Reference | Marshalls Mobile Device Styling | Call Number(s): 343389 SCR-339876-03 |
| Test Script / Scenario Description | Testing the new Marshalls mobile device styles | PASS / ISSUES / FAIL |
| Menu Access | N/A | |
| Pre-requisites | A system configured as Marshalls. | Tested By: |
| Test Objective | To test the two new Marshalls styles. | Date: |
| Step | Action | Result | Remarks | P/F |
| 1 | Mobile Device | |||
| Ensure there are "Marshalls Premier Mortars" and "Marshalls Landscape"-type jobs available for execution on the device. | ||||
| 1.01 | Configure to the "Marshalls Premier Mortars" style. Load the mobile device app on a TomTom PRO device and complete a job. | The login screen should show the correct logo. The Job list should be configured as expected. The WEBFLEET toggle button should be on the Load Information. The "Deliver Checked" check box should not be present. The Products list should be as expected. No Signatory should be present on customer signature. | ||
| 1.02 | Configure to the "Marshalls Landscape" style. Load the mobile device app on a TomTom PRO device and complete a job. | The login screen should show the correct logo. The Job list should be configured as expected. The WEBFLEET toggle button should be on the Load Information. The Cancel Job button should not be on the Job Details screen. The Start Job button should be labelled "Deliver Job". The "Deliver Checked" check box should not be present. The Products list should be as expected. No Signatory should be present on customer signature. |
Appendix B: Quote & Document References
| Cost Details | ||||
| Activity | Estimate No. of Days |
No. of Days | Rate per Day (£) | Cost (£ Exc. VAT) |
| Requirements | 0.00 | 0.00 | 750 | £0.00 |
| Change Request Evaluation | 0.00 | 0.00 | 750 | £0.00 |
| Functional Specification | 0.25 | 0.25 | 750 | £187.50 |
| Technical Specification | 0.00 | 0.00 | 750 | £0.00 |
| Development | 1.00 | 1.00 | 750 | £750.00 |
| Testing and Release | 0.25 | 0.25 | 750 | £187.50 |
| Implementation | 0.25 | 0.25 | 750 | £187.50 |
| Project Management | 0.25 | 0.25 | 750 | £187.50 |
| TOTAL | 2.00 | 2.00 | £1,500.00 | |
| Estimate excludes training, release to live and go live support. |
B.1 References
| Ref No | Document Title & ID | Version | Date |
| 1 | REQ 339867 Marshalls Premier Mortars Solution Design | 1.3 | 25/05/2017 |
B.2 Glossary
| Term | Definition |
|---|---|
| EPOD | Electronic Proof of Delivery. The OBS EPOD system is CALIDUS ePOD. |
| CALIDUS eSERV | The OBS mobile system to complete Service functionality in the field. This is part of the CALIDUS ePOD system. |
| PDA | The mobile device on which the C-ePOD system will run in the field. This can be a Phone, EDA or industrial PDA, running Android. |
| DAL | Data Access Layer. A mechanism for accessing data by the system that is removed from the application, allowing for simplified access and providing protection to the data, as only approved DAL methods can be used to modify it. |
| GPS | Global Positioning System. A mechanism of retrieving accurate positioning information in the form of Latitude and Longitude (Lat-Long) co-ordinates from a device. |
| GPRS, 3G, HSDPA, Data Service | All terms referring to mobile device network connectivity, and the speed at which the device connects to the internet. |
B.3 Authorised By
Matt Turner | OBSL Account Manager | _____________________________ |
Simon Martin | Customer Representative | _____________________________ |
Debbie Linley | Customer Representative | _____________________________ |
