FS 308231 Air Link EPOD Development
Air Link Services
Air Link EPOD Development
CALIDUS eSERV
23rd April 2013 - 0.1
Reference: FS 308231
Contents
Functional Overview
Client Requirement
As described in the Requirements document, referenced later.
Solution Overview
All changes required are broken down as follows:
| SCR# | System | Area | Description | Estimate (Days) | Notes |
| 1 | eSERV | Admin | Add new Configuration Options to Job Group and Site. | N/A | |
| 2 | eSERV | Admin | Custom style to change labels and hide unwanted elements. | N/A | |
| 3 | eSERV | Admin | Add new elements to Job Details and Service Details screens. | N/A | |
| 5 | eSERV | PDA | Add System Type to Info tab. | N/A | |
| 6 | eSERV | PDA | Add Job Status to Diagnosis tab. | N/A | |
| 7 | eSERV | PDA | Custom style the client to change labels and hide unwanted elements. | N/A | |
| 8 | eSERV | PDA | Allow Back-out of Customer signature only in Service jobs. | N/A | |
| 9 | eSERV | PDA | Allow optional Photo on finishing Job. | N/A | |
| 10 | eSERV | Server | On Job Suspension, create an unassigned copy of the job. | N/A | |
| 11 | eSERV | Admin | New Service Report format. | N/A |
Scope
- The changes will be made in the latest version of the CALIDUS eSERV system.
- Although the document describes all changes discussed with the client, subsequent meetings have marked several changes as out of scope. Although these are referred to in several places throughout the document to identify the ideal process, if the initial change is marked out of scope, all references to it are also out of scope.
- SLA display (RAG Colouration)
- Maintenance Jobs
- Linked Product to System Type
- Reports
- Images used in this document a representative of the final look and feel, although this may differ in the final delivered application.
- Emailing of documents requires that the server has access to the customer's email server - to be provided by the customer is required.
Set-up
Pre-requisites
An installed and connected CALIDUS eSERV system.
Menu Structure
As normal
Data
Warning: Emailing of documents requires that the server has access to the customer's email server - to be provided by the customer if required.
The system will be configured as follows:
EPOD_SITE of ALS:
- Service format: ALS.
- Logo: with the ALS logo.
- Arrival Times (EPL_ARRIVAL = "Y" - Enabled)
- Display Job Code on PDA
- Document Photo - Optional
- Resequencing Options ("Y" - Free to Resequence)
- Scan Errors Intrusive
- PODs PDF
- Service Calls will be configured to display the following tabs:
- Info - Enabled for Air Link
- Products - Enabled
- Job Suspension - Enabled
EPOD_JOB_GROUP of ALS:
- Service format: ALS.
- Logo: with the ALS logo.
- Document Photo - Optional
- Service Calls will be configured to display the following tabs:
- Info - Enabled for Air Link
- Products - Enabled
- Job Suspension - Enabled
EPOD_CUSTOMER of ALS:
- Set up the customer with this name, with the ALS address and contact information entered against it.
Functional Description
Database and DAL Changes
Table EPOD_SITE
- EPL_JOB_STATUS - a flag to control whether EPL_JOB_STATUS will be prompted (initially for Services only). nvarchar(1), NOT NULL DEFAULT 'N', values 'Y' or 'N'.
Existing packages will be modified to allow the creating, editing and selecting of the new flag, including but not limited to:
- EPOD_SITE_INSERT
- EPOD_SITE_SELECT
- EPOD_SITE_SELECT_UPDATED_DATA
- EPOD_SITE_UPDATE
The existing EPOD_SITE DAL object will be changed to:
- Export the new flag in XML requests
- Read the new flag
Note: It is not necessary to add this flag as a searchable item. However, if allowing this keeps the packages and DAL objects standard in design, then this can also be done, within the DAL and the packages.
Table EPOD_JOB_GROUP
- EPL_JOB_STATUS - a flag to control whether EPL_JOB_STATUS will be prompted (initially for Services only). nvarchar(1), NOT NULL DEFAULT 'N', values 'Y' or 'N'.
Existing packages will be modified to allow the creating, editing and selecting of the new flag, including but not limited to:
- EPOD_JOB_GROUP_INSERT
- EPOD_JOB_GROUP_SEARCH
- EPOD_JOB_GROUP_SELECT
- EPOD_JOB_GROUP_SELECT_UPDATED_DATA
- EPOD_JOB_GROUP_UPDATE
The existing EPOD_JOB_GROUP DAL object will be changed to:
- Export the new flag in XML requests
- Read the new flag
Note: It is not necessary to add this flag as a searchable item. However, if allowing this keeps the packages and DAL objects standard in design, then this can also be done, within the DAL and the packages.
Existing package EPOD_SETUP will be modified to ensure that the new flags are defaulted appropriately.
Table EPOD_JOB
- EPL_JOB_STATUS - Suspended or Complete (initially for Services only). nvarchar(2), NOT NULL DEFAULT ' ', values 'C' or 'S'.
Existing packages will be modified to allow the creating, editing and selecting of the new field, including but not limited to:
- EPOD_JOB_INSERT
- EPOD_JOB_SEARCH
- EPOD_JOB_SELECT
- EPOD_JOB_SELECT_DATE_RANGE
- EPOD_JOB_UPDATE
The existing EPOD_JOB DAL object will be changed to:
- Export the new field in XML requests
- Read the new field
- Add as a parameter and searchable item
Table EPOD_SERVICE_PRODUCT_MASTER
- EPL_MODEL - The model of the system the product (part) is for. nvarchar(30).
Existing packages will be modified to allow the creating, editing and selecting of the new field, including but not limited to:
- EPOD_SERVICE_PRODUCT_M_INSERT
- EPOD_SERVICE_PRODUCT_M_SEARCH
- EPOD_SERVICE_PRODUCT_M_SELECT
- EPOD_SERVICE_PRODUCT_M_SELECT_UPDATED_DATA
- EPOD_SERVICE_PRODUCT_M_UPDATE
The existing EPOD_SERVICE_PRODUCT_MASTER DAL object will be changed to:
- Export the new flag in XML requests
- Read the new flag
- Add as a parameter and searchable item
Note: A new package and DAL method will be created to allow the retrieval of DISTINCT EPL_PRODUCT_GROUP of EPOD_SERVICE_PRODUCT_MASTER, for EPL_SYSTEM_TYPE DDL values.
Table EPOD_SERVICE
- EPL_SERVICE_GROUP - The system type (e.g. Checkout, Cashtube, etc). nvarchar(10).
- EPL_SYSTEM_TYPE - The model of the system the product (part) is for. nvarchar(30).
Existing packages will be modified to allow the creating, editing and selecting of the new field, including but not limited to:
- EPOD_SERVICE_INSERT
- EPOD_SERVICE_JOB_SEARCH
- EPOD_SERVICE_JOB_SELECT
- EPOD_SERVICE_SELECT
- EPOD_SERVICE_UPDATE
The existing EPOD_SERVICE/SERVICE_JOB DAL object will be changed to:
- Export the new flag in XML requests
- Read the new flag
- Add as a parameter and searchable item
Warning: ADD HERE
Import/Export Changes
Other than those specified in the DAL changes above, there are no required changes to any generic or bespoke exports at this time.
Admin Changes
The CALIDUS eSERV system is configured and administered through a web Admin system. This is fully documented elsewhere and referenced in this document appendices. Certain elements will be modified as part of these changes to ensure that the system can be configured correctly for the customer's use.
The Job Group and Site screens (job_group.aspx and site_header.aspx respectively) will be modified to allow the system to be configured for:
- Job Status - add field EPL_JOB_STATUS to the PDA tab as a check-box.
- Optional Document Photo
- The existing maintenance of Document Photo will be re-labelled as Job Photo.
- The maintenance of the EPL_DOCUMENT_PHOTO field will change to allow values Y - Enabled, D - Disabled or O - Optional - this can either be modified to a DDL (and moved with the 'Resequencing Options' DDL to maintain a clear layout) and a tri-state check box can be implemented. Ensure that pop-up tool-tips adequately describe the value in the field if the tri-state check-box is used.
- Configuration of new Service Report format - Add the new value/key "ALS" to the drop-down for EPL_SERVICE_POD_FORMAT.
- Configuration of customer-specific Info entry:
- Change the Info check-box on the Services tab (field EPL_SERVICE_INFO) to a DDL and move to a different area away from the check-boxes.
- Allow the values N - Disabled, Y - Enabled (SM Fleet), A - Enabled (ALS). Note: This can use the new LIST features in Admin for these values or can be hard-coded.
- Configuration of customer-specific Diagnosis entry:
- Change the Diagnosis check-box on the Services tab (field EPL_SERVICE_DIAGNOSIS) to a DDL and move to a different area away from the check-boxes.
- Allow the values N - Disabled, Y - Enabled (SM Fleet), A - Enabled (ALS). Note: This can use the new LIST features in Admin for these values or can be hard-coded.
- Note: Ensure as part of this change that the existing check-boxes line up.
The existing Add and Edit pop-ups will be modified to allow these new fields and values. The grid will be modified to show the new values allowed on the Service Report format.
Note: The existing 'Resequencing Options' DDL shall be extended over the pan of two columns in this screen, rather than the one it currently takes, to allow for the greater width. If this requires restructuring the table in which these flags are displayed, then ensure this is completed - the layout will be cleaned up as part of this change.
The Job Details screen (job_details.aspx) will be modified to allow the user to:
- Create Service jobs
- Add 'Service' to Job Type
- Add a new section (split the existing Instructions area in half, allowing Service information on the left-hand-side) if the job type is "Service" to include:
- Service ID (unique entry required, default to EPL_JOB_CODE if entered or EPL_JOB_ID.
- Service Type (values IS - Installation, S - Service, DS - Deinstallation). Default to "Service".
- Service Group (e.g. Checkout, Cash Tube, etc). The values in this field should be all results from DISTINCT EPL_PRODUCT_GROUP of EPOD_SERVICE_PRODUCT_MASTER, using the new DDL method created for the purpose.
- Validate when saving that the Service ID is unique.
The Service Details screen (service_detail.aspx) will be modified to:
- Change labels and remove unwanted items (e.g. VNOS)
- The Diagnosis field (EPL_DIAGNOSIS_NARRATIVE) is always displayed.
- If the SITE/JOB_GROUP EPL_SERVICE_DIAGNOSIS flag is set to Y, the two check-boxes will be displayed as now.
- If the SITE/JOB_GROUP EPL_SERVICE_DIAGNOSIS flag is set to A, the VNOS check-box will be removed, and the label of the Customer Damage check-box will become 'Misuse'.
- Add Service Group, System Type and Job Status to the Information section:
- If the SITE/JOB_GROUP EPL_SERVICE_INFO flag is set to Y, display the exiting fields in the section.
- If the SITE/JOB_GROUP EPL_SERVICE_INFO flag is set to A, do not display the existing fields, but display only the new fields EPL_SERVICE_GROUP and EPL_SYSTEM_TYPE.
- If the new SITE/JOB_GROUP EPL_JOB_STATUS flag is set to "Y", add the value of the JOB_STATUS to this section at the bottom. This is in addition to the fields shown above.
- Change the title to 'Service Details' in the header and the title of the browser as is standard in the rest of the system.
The Service Product Master screen will be modified to:
- Add the new Model field (EPL_MODEL) when adding new service products (optional entry).
- Add/change the new Model field when editing existing products (optional).
- Add the new Model field to the grid.
A new Service Report format will be written for the operation, based on the existing Breakdown Report. The format has been prototyped and available in P:\EPOD\Correspondence\Air Link\AirLinkReport.html and is shown below:
Note: The printing of the report is browser-dependent and can differ in small ways from the sample above.
From top to bottom and left to right, the fields will be mapped as follows:
- ALS Logo - EPL_LOGO of EPOD_SITE of EPL_SITE_ID of EPOD_JOB
- ALS Address - Taken from the EPOD_CUSTOMER details for EPL_SITE_ID of EPOD_JOB: EPL_CUSTOMER_NAME, EPL_ADDRESS_1/2/3/4, EPL_POSTCODE, EPL_TELEPHONE.
- Customer: and Address: - Taken from the EPOD_CUSTOMER details for EPL_CUSTOMER_CODE of EPOD_JOB, or EPOD_JOB_ADDRESS if exists: EPL_CUSTOMER_NAME, EPL_ADDRESS_1/2/3/4, EPL_POSTCODE.
- Date: - EPL_START_ACTUAL_DATE of EPOD_JOB
- Job No: - EPL_JOB_CODE of EPOD_JOB Note: This will be the same as the Service ID.
- System Type: - EPL_SERVICE_GROUP and EPL_SYSTEM_TYPE of EPOD_SERVICE
- System Fault - EPL_JOB_INSTRUCTION of EPOD_JOB
- Rectification Required - EPL_DIAGNOSIS_NARRATIVE of EPOD_SERVICE
- Job Suspended/Job Complete checkboxes - Set based on value of new field EPL_JOB_STATUS of EPOD_JOB.
- Job Chargeable checkbox - set based on whether the existing field EPL_CUSTOMER_DAMAGE = "Y"
- Misuse checkbox - set based on whether the existing field EPL_CUSTOMER_DAMAGE = "Y"
- Materials Used section:
- Note: The customer agreed that the "NO" label (if no products were used) can be omitted from the design.
- Note: Only records of materials used should be shown on this list i.e. EPL_DIRECTION of EPOD_SERVICE_PRODUCTS = "U"
- Quantity - EPL_QUANTITY of EPOD_SERVICE_PRODUCT
- Description - EPL_DESCRIPTION of EPOD_SERVICE_PRODUCT_MASTER
- Part No. - EPL_PRODUCT_CODE of EPOD_SERVICE_PRODUCT
- Time On Site: - EPL_ARRIVAL_TIME of EPOD_JOB
- Time Off Site: - EPL_END_ACTUAL_TIME of EPOD_JOB
- Customer Signature - EPL_JOB_SIGNATURE of EPOD_JOB (Base64-decoded image)
- Print Name - EPL_SIGNATORY of EPOD_JOB
- Engineer Name: - EPL_USER_NAME of EPOD_USER (from EPL_USER_ID of EPOD_LOAD)
- Engineer Signature - EPL_ENG_SIGNATURE of EPOD_JOB (Base64-decoded image)
- Date: - EPL_END_ACTUAL_DATE of EPOD_JOB
Android PDA Changes
Database and DAL Changes
Warning: ADD HERE
Style Changes
Custom style the client to change labels and hide unwanted elements.
- Relabel 'Customer Damage' as 'Misuse'.
- Remove VNOS flag
Note: The existing functionality in the system to deal with this Imaging is referred to as Document Photo. This will be modified to so that the labels and messages shown on the PDA refer to Job Photo instead, as part of the customer styling.
Warning: ADD HERE
Services Info Tab
This tab currently contains the job-level information required for the Service.
This screen will be modified to display a picker for System Type.
The actual values in here are controlled by the system set-up of the Product Groups in the Admin system. It will be required that this is entered.
Warning: ADD HERE
Services Diagnosis Tab
This tab allows the user to enter Problem Diagnosis information.
This screen will be modified to:
- Add Job Status, a picker with 'Complete' and 'Suspended'. A value must be selected.
- Relabel 'Customer Damage' as 'Misuse'.
- Remove VNOS flag
A Diagnosis and a Job Status must be entered.
Warning: ADD HERE
Service Call Confirmation
Once all the information has been entered and the engineer clicks the Complete button, the PDA will prompt for the customer's signature.
Note: The user will be able to back out of this signature capture to see the details entered against the service, so that the customer can review before signing.
Once entered, the PDA will require the entry of Engineer signature. The user will not be able to back out of this signature.
Warning: ADD HERE
Allow Back-out of Customer signature only in Service jobs.
When complete and confirmed, the device will ask the user whether any job photos are required. If so, the device will display the Job Photo prompt, where the user will be able to take an image and associate it to the job.
Warning: ADD HERE
Allow optional Photo on finishing Job.
Note: The existing functionality in the system to deal with this Imaging is referred to as Document Photo. This will be modified to so that the labels and messages shown on the PDA refer to Job Photo instead, as part of the customer styling.
Server PDA Message Processing
The completed job will be transferred back to the main system with all the details, signatures and photos.
Already Completed or Cancelled jobs can be shown or hidden by pressing the Menu button on the device and toggling between Show All Jobs and Show Outstanding Jobs.
In the event that a job has been postponed, the system will be modified to create a new copy of the job, with a new ID. All information from the old job will be copied over, minus the Diagnosis and Products information.
Warning: ADD HERE, SHOW ALL FIELDS TO BE COPIED AND WHAT'S NOT TO BE COPIED
Warning: DON'T CLOSE THE LOAD?
Appendix A: TEST PLAN
| Test Script / Scenario Reference | Air Link EPOD Development | Call Number(s): 308231 |
| Test Script / Scenario Description | To test all added functionality | PASS / ISSUES / FAIL |
| Menu Access | Various | |
| Pre-requisites | Set up as per the specification | Tested By: |
| Test Objective | To test the additions to the services functionality for ALS. | Date: |
| Step | Action | Result | Remarks | P/F |
| 1 | Area being tested in this cycle | |||
| Any notes or prerequisites for the tests following. | ||||
| 1.01 | The actions to follow | The expected result | ||
| 1.02 | The actions to follow | The expected result | ||
| 1.03 | The actions to follow | The expected result |
Appendix B: Document References
B.1 References
| Ref No | Document Title & ID | Version | Date |
| 1 | REQ 308231 Airlink Requirements | 1.0 | 17/04/2013 |
| 2 | UG 291094 EPOD Admin User Guide | 2.0 | 4/04/2012 |
| 3 | UG 291097 EPOD Client User Guide | 3.0 | 23/04/2013 |
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
Jamie Foster | OBS Project Manager | _____________________________ |
