FS 344083 SCR-344060-04 Job UDF Required dependent on Job Amended

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Oak Furniture Land

Job UDF Required dependent on Job Amended

CALIDUS ePOD

20th July 2017 - 0.1
Reference: FS 344083 SCR-344060-04











































Functional Overview

Client Requirement

SCR-344060-03: Job UDF Required dependent on Job Amended

The customer requires a failed delivery check-list to be entered if any item is not delivered.


Solution Overview

Data must be captured against a job if any items have been cancelled, namely:

  • Have the delivery team tried to get the item to the room of their choice?
  • Is it likely that the item will fit unpacked?
  • Is there another solution that we can identify?
  • Is the customer aware of the reason this cannot be delivered?
  • Reason for Failure
  • Return #
  • Card #

The 4 Y/N questions on the Failed Delivery Check List will be drop-down lists of "Y" and "N", with default values. The Reason for Failure will be a drop-down list of user-defined codes without a default value, that must be selected. The Return and Card Numbers will be required entry.

This required data will be configured against as a User-Defined Form (UDF) against the Job Groups that require it (i.e. Collection and Delivery jobs). This will be present on this Job Details tab for the user to enter.

The system will be modified so that the information is only enforced to be captured if the job is marked as amended (i.e. some products have had short delivery). In this case, once all items are confirmed as delivered, the Delivery process will return to the Job Details tab, where a Complete button will be present to confirm all as delivered. The Failed Delivery Check List items will be seen on this screen.

If Complete is pressed, and the job is amended, the driver will be instructed that the information must be entered. If the job is not amended, the driver will be allowed to skip entry of this information.

Note Note: The Failed delivery check-list will not include photos - if a delivery has any cancelled items, it may still be delivered and a signature captured. This process will then allow the driver to take Job Photos, which can be used to capture any images associated to the failed delivery items.

  • Failed Delivery Check List and Complete

    Failed Delivery Check List and Complete



Scope

This change will be applied to system version 3.X.

Note Note: Clausing a deliverable item (container) or commenting a product without changing the quantity will not set the job to amended, and therefore will not require the Failed Delivery Checklist to be entered.


Set-up

Pre-requisites

Menu Structure

Data

The Job Groups required will be agreed as part of the interface meetings. It is expected that there will be job groups as follows:

  • Trunk Jobs e.g. "TRUNK" or "UNLOAD"
  • Loading Jobs e.g. "LOAD"
  • Delivery Jobs e.g. "DEL"
  • Collection Jobs e.g. "COL"

The Failed Delivery Checklist will be configured against as a User-Defined Form (UDF) against the Job Groups that require it (i.e. Collection and Delivery jobs).

FS 344083 Admin UDF Config1.png
UDF Maintenance Screen


Functional Description

UDF Admin Screen

The Admin UDF Configuration screen (udf_config.aspx) will be amended when editing details of Job Details UDF only.

In this case only, the Required check box will be replaced with a drop-down list with the following values:

  • Value "Y" displayed as "Yes"
  • "A" - "When Amended"
  • "N" - "No"

Note Note: The values for this list will be controlled using the List Items functionality used for all other lists in the Admin system.

The select value for this drop-down list will be saved in the REQUIRED attribute of the FORM tag for the Job Details UDF configuration.

Device

The general UDF object (part of the styling code) will be modified to check this new value of the Required attribute.

The Job Details screen (JobDetails.js) will be modified to check the value of the REQUIRED attribute when validating the UDF in Job Details only. If set to "A", the required fields in the form will only be validated that they have been entered if the job is amended (i.e. any item or product has been cancelled, or product quantity changed. The Amended flag of the Job (EPL_AMENDED_FLAG of the PDAJOB object) will be checked.

Note Note: This will require evaluating whether the job has any amendments before completing, or validating the UDF after completion. In either case this will require changes to the completion process to check this.

Note Note: Clausing a container or commenting a product without changing the quantity will not set the job to amended, and therefore will not require the Job Details UDF (the Failed Delivery Checklist) to be entered.


Appendix A: TEST PLAN

Test Script / Scenario ReferenceJob UDF Required dependent on Job AmendedCall Number(s): 344083 SCR-344060-04
Test Script / Scenario DescriptionTesting that Job Amended status affects Job Details UDFPASS / ISSUES / FAIL
Menu AccessN/A 
Pre-requisitesA system configured as Oak Furniture Land.Tested By:
 
Test ObjectiveTo test that: Job Details UDF can be entered with the new Required flag and; the Job Details UDF fields are only required if the job is amended.Date:
 


Step Action Result Remarks P/F
1 Admin Tests      
         
1.01 In the UDF Configuration screen, add a UDF configuration for anything except Job Details (for example, Container UDF). The screen should operate as now, and allow the entry of a check box only for the Required element.    
1.02 Save that configuration. Add a UDF configuration for Job Details. The screen should allow the entry of a drop-down list for the Required element, allowing the specified values..    
1.03 Save that configuration. Reload the two configurations created, using the Select button against the lines. The values for the Required element should be displayed as set.    
1.04 Edit the configurations. The required element should be able to be changed and save, for Job Details as a drop-down list, for others as a check box.    


Step Action Result Remarks P/F
2 Mobile Device Tests      
  Ensure 2 job groups are created, one with a job details UDF set to Not Required and one with it set to "Amended Only". Both should have required fields. Ensure multiple jobs are created for the two Job Groups, with containers and products.      
2.01 Start a job without required job details UDF. Complete all products and containers normally. Click the Complete button if required. The Job should require the entry of the Job Details UDF.    
2.02 Start a job with job details UDF required when amended. Complete all products and containers normally. Click the Complete button if required. The job may be completed and signature is requested.    
2.03 Start a job with job details UDF required when amended. Cancel some products and containers. Change a product quantity. Click the Complete button if required. The Job should require the entry of the Job Details UDF.    
2.04 Start a job with job details UDF required when amended. Clause a single container. Complete all other products and containers normally. Click the Complete button if required. The job may be completed and signature is requested.    



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 0.50 0.50 750 £375.00
Technical Specification 0.00 0.00 750 £0.00
Development 1.25 1.75 750 £1,312.50
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 2.50 3.00   £2,250.00
Estimate excludes training, release to live and go live support.

B.1 References

Ref NoDocument Title & IDVersionDate
1REQ 344060 Oak Furniture Land Solution Design0.617/07/2017


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		_____________________________

Louis Merrett
Customer Representative		_____________________________
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