REQ 330814 Zenith ePOD Requirements - Revision history

Tippingm: v2.0 - Issue to Zenith Hygiene

2016-04-27T14:04:10Z

v2.0 - Issue to Zenith Hygiene

← Older revision		Revision as of 16:04, 27 April 2016
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	{{#vardefine:System\|''CALIDUS'' ePOD}}		{{#vardefine:System\|''CALIDUS'' ePOD}}
	{{#vardefine:Doc_Title\|''CALIDUS'' ePOD/TTM Solution Design}}		{{#vardefine:Doc_Title\|''CALIDUS'' ePOD/TTM Solution Design}}
	{{#vardefine:Version\|1.1}}		{{#vardefine:Version\|2.00}}
	{{#vardefine:Date\|27th April 2016}}		{{#vardefine:Date\|27th April 2016}}
	{{#vardefine:Reference\|330814}}		{{#vardefine:Reference\|330814}}

Tippingm at 14:02, 27 April 2016

2016-04-27T14:02:02Z

← Older revision		Revision as of 16:02, 27 April 2016
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	The following changes are out of scope and can be reinstated at a later date at additional cost		The following changes are out of scope and can be reinstated at a later date at additional cost

	===SCR-5-330814: Timer to prevent vehicle check completion ===		==''' SCR-5-330814: Timer to prevent vehicle check completion''' ==
	Zenith are concerned that the driver will just click through the vehicle defect checks without physically performing the checks. It should take a minimum amount of time to complete the check. Zenith would like some functionality added to set a timer when vehicle checks are started, so that the driver cannot complete the vehicle checks until a specified period of time has passed.		Zenith are concerned that the driver will just click through the vehicle defect checks without physically performing the checks. It should take a minimum amount of time to complete the check. Zenith would like some functionality added to set a timer when vehicle checks are started, so that the driver cannot complete the vehicle checks until a specified period of time has passed.

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	===SCR-330814-7 Postpone Job with Reason Code ===		== '''SCR-330814-7 Postpone Job with Reason Code''' ==
	It is a requirement from Zenith Hygiene to postpone a job, and enter a reason code for this.		It is a requirement from Zenith Hygiene to postpone a job, and enter a reason code for this.

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	}}		}}

	===SCR-330814-13: Re-key Email/Contact/Tel at Signature===		==''' SCR-330814-13: Re-key Email/Contact/Tel at Signature''' ==
	A job completion the signature screen will be modified to allow the user to confirm the email of the contact and the Telephone Number for POD purposes. To achieve this, the Email and Telephone Number will be added to the Terms and Conditions tab.		A job completion the signature screen will be modified to allow the user to confirm the email of the contact and the Telephone Number for POD purposes. To achieve this, the Email and Telephone Number will be added to the Terms and Conditions tab.

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	===SCR-330814-2: Customer Tracking Gateway ===		== '''SCR-330814-2: Customer Tracking Gateway''' ==
	On clicking the tracking link from an external system or email, the customer is asked to enter the consignment reference (the customer reference) they have been provided and the post code for the delivery location of the order being checked. Note that the consignment number can be sent through from the calling system, to help the customer obtain their details but post code must always be entered by the customer as a security measure.		On clicking the tracking link from an external system or email, the customer is asked to enter the consignment reference (the customer reference) they have been provided and the post code for the delivery location of the order being checked. Note that the consignment number can be sent through from the calling system, to help the customer obtain their details but post code must always be entered by the customer as a security measure.

Tippingm at 13:57, 27 April 2016

2016-04-27T13:57:54Z

← Older revision		Revision as of 15:57, 27 April 2016
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			== '''Out Of Scope SCR List''' ==
	{{REQ_SCR_Header}}{{REQ_SCR_Line		{{REQ_SCR_Header}}{{REQ_SCR_Line
	\|SCR=2\|System=Portal\|Area=Email\|Description=Customer Tracking Email.\|Estimate=2.75\|Notes=OBS Cost		\|SCR=2\|System=Portal\|Area=Email\|Description=Customer Tracking Email.\|Estimate=2.75\|Notes=OBS Cost

Tippingm at 13:55, 27 April 2016

2016-04-27T13:55:51Z

← Older revision		Revision as of 15:55, 27 April 2016
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	\|Year=		\|Year=
	\|FSEST=Y		\|FSEST=Y
	\|Rev1=~~<!-- NEW PAGE -->~~		\|Rev1=John Hitchmough
	John Hitchmough
	\|Rev1Title=Zenith Hygiene		\|Rev1Title=Zenith Hygiene
	\|Rev2=Matt Turner		\|Rev2=Matt Turner

Tippingm at 13:54, 27 April 2016

2016-04-27T13:54:06Z

← Older revision		Revision as of 15:54, 27 April 2016
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	\|Year=		\|Year=
	\|FSEST=Y		\|FSEST=Y
	\|Rev1=John Hitchmough		\|Rev1=<!-- NEW PAGE -->
			John Hitchmough
	\|Rev1Title=Zenith Hygiene		\|Rev1Title=Zenith Hygiene
	\|Rev2=Matt Turner		\|Rev2=Matt Turner

Tippingm at 13:48, 27 April 2016

2016-04-27T13:48:41Z

← Older revision		Revision as of 15:48, 27 April 2016
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	<!-- MEDIA LANDSCAPE NO -->		<!-- MEDIA LANDSCAPE NO -->

	= Appendix A: Out of Scope ~~requirements~~ =		= Appendix A: Out of Scope Requirements =
	<!-- If there’s only one system being discussed here, the system column can be removed.		<!-- If there’s only one system being discussed here, the system column can be removed.
	Ballpark estimates may not be required to be included in this document. If they are, include the column, and note 1. Estimates should be rounded up, and should be produced using the standard mechanism of estimates (i.e. any standard spreadsheet designed to automate the production of estimates). The total line need only be added if the estimates are being produced at this point		Ballpark estimates may not be required to be included in this document. If they are, include the column, and note 1. Estimates should be rounded up, and should be produced using the standard mechanism of estimates (i.e. any standard spreadsheet designed to automate the production of estimates). The total line need only be added if the estimates are being produced at this point
	The description should be the description from the text in the main sections.		The description should be the description from the text in the main sections.
	The Notes column can be used for many things: grouping optional changes, showing whether the client or OBS originated the gap, etc. -->		The Notes column can be used for many things: grouping optional changes, showing whether the client or OBS originated the gap, etc. -->

			The following changes are out of scope and can be reinstated at a later date at additional cost

	===SCR-5-330814: Timer to prevent vehicle check completion ===		===SCR-5-330814: Timer to prevent vehicle check completion ===
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	* Change the ePOD Admin application to allow an order to be set to in progress. This would then prompt for the vehicle to be entered for the load and send the job to WEBFLEET.		* Change the ePOD Admin application to allow an order to be set to in progress. This would then prompt for the vehicle to be entered for the load and send the job to WEBFLEET.

	~~{{SCR\|Reference={{#var:Reference}}\|SCRNo={{ #vardefineecho: SCR \| {{ #expr: {{ #var: SCR }} + 1 }} }}~~
	~~\|Definition=Allow Admin to set a load in progress.~~
	~~\|Link=Appendix A: Table of SCRs and Ballpark Estimates~~
	}}

	Notes:		Notes:
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	{{REQ_SCR_Header}}{{REQ_SCR_Line		{{REQ_SCR_Header}}{{REQ_SCR_Line
			\|SCR=2\|System=Portal\|Area=Email\|Description=Customer Tracking Email.\|Estimate=2.75\|Notes=OBS Cost
			}} {{REQ_SCR_Line
	\|SCR=5\|System=ePOD\|Area=Vehicle Checks\|Description=Timer to prevent Vehicle Check Completion.\|Estimate=2.5\|Notes=		\|SCR=5\|System=ePOD\|Area=Vehicle Checks\|Description=Timer to prevent Vehicle Check Completion.\|Estimate=2.5\|Notes=
	}} {{REQ_SCR_Line		}} {{REQ_SCR_Line
	\|SCR=7\|System=ePOD/Portal\|Area=Exception\|Description=Postpone Job with Reason Code.\|Estimate=13.5\|Notes=2		\|SCR=7\|System=ePOD/Portal\|Area=Exception\|Description=Postpone Job with Reason Code.\|Estimate=13.5\|Notes=2
	}} {{REQ_SCR_Line		}} {{REQ_SCR_Line
	\|SCR=8\|System=ePOD/Portal\|Area=Tracking\|Description=Multiple Time Windows.\|Estimate=0\|Notes=~~Out of Scope~~		\|SCR=8\|System=ePOD/Portal\|Area=Tracking\|Description=Multiple Time Windows.\|Estimate=0\|Notes=
	}} {{REQ_SCR_Line		}} {{REQ_SCR_Line
	\|SCR=13\|System=ePOD\|Area=Signature\|Description=Re-key Email/Contact/Tel at Signature.\|Estimate=4.5\|Notes=		\|SCR=13\|System=ePOD\|Area=Signature\|Description=Re-key Email/Contact/Tel at Signature.\|Estimate=4.5\|Notes=

Tippingm at 13:43, 27 April 2016

2016-04-27T13:43:11Z

← Older revision		Revision as of 15:43, 27 April 2016
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	\|Year=		\|Year=
	\|FSEST=Y		\|FSEST=Y
	\|Rev1=~~Michael Rayner~~		\|Rev1=John Hitchmough
	\|Rev1Title=Zenith Hygiene		\|Rev1Title=Zenith Hygiene
	\|Rev2=Matt Turner		\|Rev2=Matt Turner

Tippingm at 13:41, 27 April 2016

2016-04-27T13:41:22Z

← Older revision		Revision as of 15:41, 27 April 2016
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	The Notes column can be used for many things: grouping optional changes, showing whether the client or OBS originated the gap, etc. -->		The Notes column can be used for many things: grouping optional changes, showing whether the client or OBS originated the gap, etc. -->

	=== Timer to prevent vehicle check completion ===		===SCR-5-330814: Timer to prevent vehicle check completion ===
	Zenith are concerned that the driver will just click through the vehicle defect checks without physically performing the checks. It should take a minimum amount of time to complete the check. Zenith would like some functionality added to set a timer when vehicle checks are started, so that the driver cannot complete the vehicle checks until a specified period of time has passed.		Zenith are concerned that the driver will just click through the vehicle defect checks without physically performing the checks. It should take a minimum amount of time to complete the check. Zenith would like some functionality added to set a timer when vehicle checks are started, so that the driver cannot complete the vehicle checks until a specified period of time has passed.

	The device will be modified to set this time, and to display the countdown of the time remaining in place of the '''Confirm''' button. When this timer reaches zero, the button will change to '''Confirm''' and will be enabled. If the driver exits the app and restarts, the timer will also restart.		The device will be modified to set this time, and to display the countdown of the time remaining in place of the '''Confirm''' button. When this timer reaches zero, the button will change to '''Confirm''' and will be enabled. If the driver exits the app and restarts, the timer will also restart.

	~~{{SCR\|Reference={{#var:Reference}}\|SCRNo={{ #vardefineecho: SCR \| {{ #expr: {{ #var: SCR }} + 1 }} }}~~
	~~\|Definition=Timer to prevent Vehicle Check Completion.~~
	~~\|Link=Appendix A: Table of SCRs and Ballpark Estimates~~
	}}

	=== Postpone Job with Reason Code ===		===SCR-330814-7 Postpone Job with Reason Code ===
	It is a requirement from Zenith Hygiene to postpone a job, and enter a reason code for this.		It is a requirement from Zenith Hygiene to postpone a job, and enter a reason code for this.

	~~{{SCR\|Reference={{#var:Reference}}\|SCRNo={{ #vardefineecho: SCR \| {{ #expr: {{ #var: SCR }} + 1 }} }}~~
	~~\|Definition=Postpone Job with Reason Code.~~
	~~\|Link=Appendix A: Table of SCRs and Ballpark Estimates~~
	}}

	If enabled, an option to ''Postpone Job'' will be available when long-pressing against a job in the list. If selected, the driver will be taken to the Exception screen, where they will be provided a list of Postponement reason codes only and an optional comment box. If confirmed, the job will be marked as Postponed in the list, and other jobs may then be started ahead of it.		If enabled, an option to ''Postpone Job'' will be available when long-pressing against a job in the list. If selected, the driver will be taken to the Exception screen, where they will be provided a list of Postponement reason codes only and an optional comment box. If confirmed, the job will be marked as Postponed in the list, and other jobs may then be started ahead of it.
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	}}		}}

	===Re-key Email/Contact/Tel at Signature===		===SCR-330814-13: Re-key Email/Contact/Tel at Signature===
	A job completion the signature screen will be modified to allow the user to confirm the email of the contact and the Telephone Number for POD purposes. To achieve this, the Email and Telephone Number will be added to the Terms and Conditions tab.		A job completion the signature screen will be modified to allow the user to confirm the email of the contact and the Telephone Number for POD purposes. To achieve this, the Email and Telephone Number will be added to the Terms and Conditions tab.

	~~{{SCR\|Reference={{#var:Reference}}\|SCRNo={{ #vardefineecho: SCR \| {{ #expr: {{ #var: SCR }} + 1 }} }}~~
	~~\|Definition=Re-key Email/Contact/Tel at Signature.~~
	~~\|Link=Appendix A: Table of SCRs and Ballpark Estimates~~
	}}

	The process will display the original email and Telephone Number and allow this to be changed. A change has also been requested to confirm the customer contact, which will be through the entry of the Signatory on this screen. For all fields, the server will be modified as part of this change to update the customer record with this information.		The process will display the original email and Telephone Number and allow this to be changed. A change has also been requested to confirm the customer contact, which will be through the entry of the Signatory on this screen. For all fields, the server will be modified as part of this change to update the customer record with this information.
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	As each job (or group of jobs) is completed, the information is updated back to the system, with all information captured on the device (actual times, quantities, signatures, images, updated email address, etc) updated. The updates are sent whenever the driver has an internet connection, and may be delayed until that time.		As each job (or group of jobs) is completed, the information is updated back to the system, with all information captured on the device (actual times, quantities, signatures, images, updated email address, etc) updated. The updates are sent whenever the driver has an internet connection, and may be delayed until that time.

	== ~~Unplanned Ad~~-~~Hoc Orders~~ ==		==SCR-330814-14 Allow Admin to set a load in progress ==
	Some orders are missed, either by not being planned or not keyed into the system, etc. If this occurs and the customer complains asking where there order is, on occasion a territory manager will deliver the goods. These drivers will not be given a device, however there is still the requirement to transfer the order to WEBFLEET.		Some orders are missed, either by not being planned or not keyed into the system, etc. If this occurs and the customer complains asking where there order is, on occasion a territory manager will deliver the goods. These drivers will not be given a device, however there is still the requirement to transfer the order to WEBFLEET.

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	It is recommended that the operation choose to complete these jobs through the standard mobile device application.		It is recommended that the operation choose to complete these jobs through the standard mobile device application.


	~~=== Tracking Emails ===~~
	~~''CALIDUS'' Portal can be configured for automatically triggered emails at certain system or operational events.~~

	~~Events are configured in the Event Maintenance page:~~

	~~[[file:REQ_330814_TTM_Events.PNG\|border\|600px]]~~
	~~<br />''Portal Events Maintenance''<br />~~

	~~If enabled, each event has a button which will take the user into the Event Email maintenance page.~~

	~~[[file:REQ_330814_TTM_Events_Email.PNG\|border\|600px]]~~
	~~<br />''Portal Events Maintenance''<br />~~


	~~Both Subject and Body of the email can be completely defined through a text area. Clicking on the Data Field icon allows data items to be inserted in the text, from the following fields:~~
	* Contact Name
	* Owner
	* Order Number
	* Booking Reference
	* TMS Reference
	* PO Reference
	* Customer Name
	* Planned Arrival Date/Time
	* Delivered Date/Time
	* Signed By
	* Tracking Link (only Body)


	=== Customer Tracking Gateway ===		===SCR-330814-2: Customer Tracking Gateway ===
	On clicking the tracking link from an external system or email, the customer is asked to enter the consignment reference (the customer reference) they have been provided and the post code for the delivery location of the order being checked. Note that the consignment number can be sent through from the calling system, to help the customer obtain their details but post code must always be entered by the customer as a security measure.		On clicking the tracking link from an external system or email, the customer is asked to enter the consignment reference (the customer reference) they have been provided and the post code for the delivery location of the order being checked. Note that the consignment number can be sent through from the calling system, to help the customer obtain their details but post code must always be entered by the customer as a security measure.

Tippingm at 13:24, 27 April 2016

2016-04-27T13:24:19Z

← Older revision		Revision as of 15:24, 27 April 2016
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	\|Date={{#var:Date}}		\|Date={{#var:Date}}
	\|Year={{#var:Year}}		\|Year={{#var:Year}}
	}}		}}

	<!-- TOC -->		<!-- TOC -->
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	=== Document Management ===		=== Document Management ===
	It is a Zenith ~~optional~~ requirement to upload ~~further~~ documents ~~pertaining to orders (for example, an invoice document and backing sheet)~~ into the system, to be displayed on the Portal in the same way as the ~~POD~~. There must also be functionality to download the documents.		It is a Zenith requirement to upload paper POD documents from couriers into the system, these are to be displayed on the Portal in the same way as the ePOD. There must also be functionality to download the documents.

	{{SCR\|Reference={{#var:Reference}}\|SCRNo={{ #vardefineecho: SCR \| {{ #expr: {{ #var: SCR }} + 1 }} }}		{{SCR\|Reference={{#var:Reference}}\|SCRNo={{ #vardefineecho: SCR \| {{ #expr: {{ #var: SCR }} + 1 }} }}

Tippingm at 13:13, 27 April 2016

2016-04-27T13:13:06Z

← Older revision		Revision as of 15:13, 27 April 2016
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	Jobs can be cancelled by the driver at this time by clicking the '''Cancel Job''' button. The user will be prompted to enter a reason why this job is being cancelled, and optionally take a picture. If a job is confirmed cancelled, the device will show the Job List again with the cancelled job removed from the list. If enabled, the cancellation option will also show Postponement reason codes, clearly labelled as such in the drop-down list of reasons. As before, in the case that a postponement reason code is selected rather than a cancellation reason code, the driver will be allowed to optionally enter a comment, and the option to take an image will be removed. If confirmed, the postponed job will not be removed from the list, but will instead be marked as Postponed - see later for more information on Postpone Jobs.		Jobs can be cancelled by the driver at this time by clicking the '''Cancel Job''' button. The user will be prompted to enter a reason why this job is being cancelled, and optionally take a picture. If a job is confirmed cancelled, the device will show the Job List again with the cancelled job removed from the list.
	~~Note that, if enabled, Postponed jobs will not prevent starting a job later in the sequence than the postponed job, nor will it prevent a postponed job being started at any time after postponement~~.

← Older revision		Revision as of 16:04, 27 April 2016
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	{{#vardefine:System\|''CALIDUS'' ePOD}}		{{#vardefine:System\|''CALIDUS'' ePOD}}
	{{#vardefine:Doc_Title\|''CALIDUS'' ePOD/TTM Solution Design}}		{{#vardefine:Doc_Title\|''CALIDUS'' ePOD/TTM Solution Design}}
	{{#vardefine:Version\|1.1}}		{{#vardefine:Version\|2.00}}
	{{#vardefine:Date\|27th April 2016}}		{{#vardefine:Date\|27th April 2016}}
	{{#vardefine:Reference\|330814}}		{{#vardefine:Reference\|330814}}