Subject: | Improvements to Backoffice (Power-builder) Navigation |
Summary: | Meeting with Sanjay, Alvis and Sanjeet - Workshop to review improvements. Improvements - Create a search panel for Employee (menu 321) - 5.5 cm wide
- The search should have a FIND text box and a results pane.
- The search panel is placed on the left hand side of the form
- As you type in the FIND Text box, the results section should filter.
- The details section should only display when a line is selected on the search results
- If the employee is changed, in the detail form, the search results should be un-selected
- All Screen datawindow to be Cream in Color
- All Button to be Custom Green in Color
Apply this to: - User Login: 222
- Pay Codes: 311-1
- Leave Codes: 311-3
- Employee Positions: 313
- All screens in 320 except reports
- 321 Profile
- 322 - Pay Rate
- 323 - Allowance
- 324 - Deduction
- 325 - Benefit
- 326 - Direct Credit
- 327 - Employer Super Split
- 328-2 - Leave Allocation
- Timesheet - Edit Timesheet: 331-2. Make top panel one line. Keep page width the same.
- Payroll Processing - Pay Edit Screen: 332-3
- Special Processing - Edit Manual Pay : 334-1-2
- Product Master: 519 Completed
- Inventory Adjustment: 521
- Transfer: All three screens: 524
- Supplier: 566
- Supplier Quote: 567
Screens to improve existing search Mechanism: - Stock Counts entry: 523-3: Change "Search By" to have a a single text box that dynamically filters the results
- Supplier Quote: 567 - Change search By similar to 1. above
Improve POPUP search Screen and place a single text box with dynamic filter. E.g. Supplier Code search on 573
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Audit Notes: | Edited by sanjay on 08/12/20 10:40. |
15 Jul 2015 | 04:06PM Comment 1 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Time Taken: 4.00 |
| Completed sample screen and was reviewed by Development Team |
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24 Jul 2015 | 07:56AM Comment 2 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Time Taken: 8.00 |
| Completed Inventory and Started with Payroll. |
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01 Sep 2015 | 10:45AM Comment 3 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-10-2015 12:00 AM Time Taken: 0.50 |
| Moved to V8.0 Development queue. |
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17 Sep 2015 | 07:39AM Comment 4 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-09-2015 12:00 AM |
| Curently Reviewing PB12.6. Will start once we decide on purchase of PB12.6 |
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30 Sep 2015 | 08:18AM Comment 5 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 30-10-2015 12:00 AM Time Taken: 0.50 |
| Has been allocated to Patch 3 development |
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19 Oct 2015 | 08:21AM Comment 6 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 19-10-2015 08:21 AM Time Taken: 40.00 |
| Completed all Datawindow color scheme for Systems Administrator, Payroll and Inventory |
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29 Oct 2015 | 05:51PM Comment 7 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 06-11-2015 12:00 AM Time Taken: 40.00 |
| Completed all Lookup with generic search. |
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19 Nov 2015 | 10:55AM Comment 8 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2015 12:00 AM Time Taken: 30.00 |
| Completed Font for Notes. Will start with side panel search. |
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20 Nov 2015 | 01:14PM Comment 9 by Shavindar Assigned To: Sanjeet (Link Business Solutions) Followup Date: 20-11-2015 01:14 PM Time Taken: 8.00 |
| Hi Sanjeet, The following screens have search faulty, Lookup search test - Inventory | shavindar | local | completed | The Following Screens have Been Failed for Inventory Module | | | | Location - 521 | | | fail | Location - 523-1 | | | fail | location and transfer number - 524-1 | | | fail | transfer no has problems, location - 524-2 | | | fail | transfer no - 524-3 | | | fail | receipe id, description - 525-1-6 | | | fail | menu item, category, receipe id - 525-1-7 | | | fail | menu item, 525-2-2 | | | fail | location - 512 | | | fail | | | | | Lookup Search test - Purchasing | shavindar | local | completed | The Following Screens have Been Failed for Purchasing Module | | | | data window error - 571 | | | fail | purchase no, location, app code - 573 | | | fail | | | | | Lookup Search test - Debtors / Extensions | shavindar | local | completed | The Following Screens have Been Failed for Debtor Module | | | | 711 - customer | | | fail | location - 912 | | | fail | Error - 913 | | | fail | | | | | Lookup Search test - HRM | shavindar | local | complated | The Following Screens have Been Failed for HRM Module | | | | 499 - concenor and Attendees | | | fail | 494 - trang schedule code | | | fail | 493 - compentency code | | | fail | 491-3 Error | | | fail | 471-2-2- Employee Id , Appraised By | | | fail | 461 - member code | | | fail | 462 - Employee ID, witness | | | fail | 464 - claim code | | | fail | 452 - Member code | | | fail | 454-8 Applicant- when u search and try to select, it takes back to the first line | | | fail | 456 Applicant code - when u search and try to select, it takes back to the first line | | | fail | 421 - Employee ID, |
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| fail | 424- Name- cursor should be on search by defaults (need to set focus) | | | fail | 426 - paycode | | | fail | 427- skill code - error,,,,,,employee | | | fail | 428- employee id | | | fail | 436- Exit reason , Question- cursor should be on search by default (focus is wrong) | | | fail | 437-1 - Position ID error,Approed by | | | fail | 437-2 - Approved by and grade | | | fail | 407 - Assesment Code | | | fail | 408 - Allowance(paycode) | | | fail | | | | | Lookup search test - Payroll | shavindar | local | completed | The Following Screens have Been Failed for Payroll Module | | | | 311-1 > paycode | | fail | | 314 > Allowance (py code) | | fail | | 325 > paycode | | fail | | 326 > bank pay code | | fail | | 327 > fund id | | fail | | 328-2 > focus not on search for leave code | | fail | | 328-5 > focus not on search for leave code | | fail | | 329-2 > paycode (the displayed one is selected by default) | | fail | | 332-2 > start employee, End employee | | fail | | 332-2 > ADD search screen is still the older version type | | fail | | 334-1-2 > ADD search screen is not changed | | fail | | | | | | Lookup Search test - SAA | shavindar | local | completed | The Following Screens have Been Failed for SAA Module | | | | 222 > default App code , Location | | fail | |
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23 Nov 2015 | 05:13PM Comment 10 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2015 12:00 AM Time Taken: 4.00 |
| Completed bugs with the generic search. |
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27 Nov 2015 | 07:21AM Comment 11 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2015 07:21 AM Time Taken: 32.00 |
| Completed 90% of side panel search. Left with only three more screens. |
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27 Nov 2015 | 08:47AM Comment 12 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 27-11-2015 08:47 AM Time Taken: 1.00 |
| Completed most work. 95 % Complete. 3 Screens left. Will complete by COB Today. |
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27 Nov 2015 | 01:45PM Comment 13 by Shavindar Assigned To: Sanjeet (Link Business Solutions) Followup Date: 27-11-2015 01:45 PM Time Taken: 4.00 |
| Hi Sanjeet, Below are the screen faulties 222 | user login screen | shavindar | local | completed | pass | | 311-1 | pay codes | shavindar | local | completed | pass | | 311-3 | leave codes | shavindar | local | completed | pass | | 313 | positions | shavindar | local | completed | pass | | 321 | profile | shavindar | local | completed | pass | | 322 | pay rate | shavindar | local | completed | fail | steps: type "san" in search box,,3 records will be dispayed. Now try to select the first record> UNABLE TO DO THIS | 323 | allowance | shavindar | local | completed | fail | cannot insert new allowance code | 324 | deduction | shavindar | local | completed | fail | 1. cannot add a new deduction paycode 2. paycode search not working>unable to click on the paycode | 325 | benefit | shavindar | local | completed | fail | cannot add or insert a new benefit code | 326 | direct credit | shavindar | local | completed | fail | cannot add a new direct credit line | 327 | Employer Super Split | shavindar | local | completed | fail | cannot insert a new line | 328-2 | Leave Allocation | shavindar | local | completed | fail | cannot insert a new line | 331-2 | Edit -timesheet | shavindar | local | completed | pass | | 332-3 | pay edit screen | shavindar | local | not yet ready | fail | 1. cannot select the first record of the search result. Follow steps from line 355 | 334-1-2. | edit manual pay | shavindar | local | not yet ready | pass | | 519 | product master | shavindar | local | completed | pass | | 521 | Inventory Adjustment | shavindar | local | completed | fail | The record selected should become blue so that we can know which was in selected. | 524-1 | Transfer | shavindar | local | completed | fail | 1. The location textbox should be blue 2. when we open the screen, the first record should be selected by default | 524-2 | | shavindar | local | completed | fail | 1. the first record should be selected by default 2. Unable to insert new product | 524-3 | | shavindar | local | completed | fail | No data is displayed on the screen. Eventhough we submit the transfer, we cannot get any record upon searching | 566 | supplier | shavindar | local | completed | fail | 1. cannot select the first record 2. The record selected should become color BLUE | 567 | supplier quote | shavindar | local | not yet ready | | |
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01 Dec 2015 | 10:31AM Comment 14 by Sanjeet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 04-12-2015 12:00 AM Time Taken: 1.00 |
| Attending to issues reported in comment 13. Expected completion 7th December. |
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07 Dec 2015 | 04:33PM Comment 15 by Sanjeet (Link Business Solutions) Assigned To: Aarti Pooja Gayaneshwar (Link Business Solutions) Followup Date: 07-12-2015 04:33 PM Time Taken: 5.00 |
| Hi Aarti, Below are the items that I have fixed. For Menu: - 524-1, 1st record should not be loaded as the screen is opened with the intention of user doing a new entry
- 524-2 User should not be able to add product but rather should only be able to ship items mae in the request
- 524-3 User need to ship the items in order to view in this menu
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| 322 | pay rate | shavindar | local | completed | fail | steps: type "san" in search box,,3 records will be dispayed. Now try to select the first record> UNABLE TO DO THIS | 323 | allowance | shavindar | local | completed | fail | cannot insert new allowance code | 324 | deduction | shavindar | local | completed | fail | 1. cannot add a new deduction paycode 2. paycode search not working>unable to click on the paycode | 325 | benefit | shavindar | local | completed | fail | cannot add or insert a new benefit code | 326 | direct credit | shavindar | local | completed | fail | cannot add a new direct credit line | 327 | Employer Super Split | shavindar | local | completed | fail | cannot insert a new line | 328-2 | Leave Allocation | shavindar | local | completed | fail | cannot insert a new line | 331-2 | Edit -timesheet | shavindar | local | completed | pass | | 332-3 | pay edit screen | shavindar | local | not yet ready | fail | 1. cannot select the first record of the search result. Follow steps from line 355 |
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| 521 | Inventory Adjustment | shavindar | local | completed | fail | The record selected should become blue so that we can know which was in selected. | 524-1 | Transfer | shavindar | local | completed | fail | 1. The location textbox should be blue 2. when we open the screen, the first record should be selected by default | 524-2 | | shavindar | local | completed | fail | 1. the first record should be selected by default 2. Unable to insert new product | 524-3 | | shavindar | local | completed | fail | No data is displayed on the screen. Eventhough we submit the transfer, we cannot get any record upon searching | 566 | supplier | shavindar | local | completed | fail | 1. cannot select the first record 2. The record selected should become color BLUE | 567 | supplier quote | shavindar | local |
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Patch will be available this evening Regards Sanjeet |
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10 Dec 2015 | 06:37AM Comment 16 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-12-2015 06:37 AM Time Taken: 4.00 |
| Dear Sanjeet, As per the testing with Alvis yesterday from Menu 200- 332, the following issues were identified: - Menu 221-2 - Role Org Access, inside the pay teams button, the notes button cannot fit the word "notes" when its bold.
- Menu 238 - Fund Companies, FUND ID search not working.
- Menu 315-1 - the drop down text box which has straight line n cumulative is small. and there is no header.
- Menu 315-2 - the name is populated after saving the record and the threshold has 4 decimal place.
- Menu 321 - Payments tab needs realignment and there is inconsistency of fonts. The Employee/ employer contributions fields can be aligned like the other tabs.
- Menu 331-8-1 - Create Schedule. When the check box selective is ticked, error msg "Expecting 3 retrieval arguments but got 2".
- Menu 331-2 - by default the search is Employee ID, but when name is typed, it wont search and then changing it to name button (not removing the typed detail) still does not search.
Regards, Aarti. |
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10 Dec 2015 | 12:11PM Comment 17 by Rashna (Edge Business Solutions) Assigned To: Sanjeet (Link Business Solutions) Followup Date: 10-12-2015 12:11 PM Time Taken: 3.00 |
| Hi Sanjeet, During the test of improvements in Backoffice, the following have been identified. Regards Rashna |
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10 Dec 2015 | 12:31PM Comment 18 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-12-2015 12:31 PM Time Taken: 3.00 |
| Dear Sanjeet, As per the payroll module: - Menu 331-2 - by default the search is Employee ID, but when name is typed, it wont search and then changing it to name button (not removing the typed detail) still does not search - separate case has been logged as Case: 7312.
- Menu 315-2 - the name is populated after saving the record, the name should be populated once the user selects the state and moves to the next field.
- Menu 323 - Notes button does not work.
Regards, Aarti. |
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10 Dec 2015 | 03:31PM Comment 19 by Aarti Pooja Gayaneshwar (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-12-2015 03:31 PM Time Taken: 4.00 |
| Dear Sanjeet, As per the HR module, the following were found: Menu: | Issues: | 407 | Notes button not working in Point Items tab. | 408 | Notes button not working inside the Allowance button. | 436 | On the Interview Questions Tab, there is a Response tab and inside that, the header is written as notes. | 454-1 | Notes button does not bold after entering data in it. | 471-1-4 | Inside the details button, there is script button, but inside script its written notes. | 471-2-2 | Inside the details button on the App. Score Summary Tabs, there is multiple detail buttons, but the unable to save data inside those buttons. | 491-4 | The word Notes is not displayed well in the textbox when it is bold. | 492 | Unable to search Category and Group on the General Tab. | 492 | Unable to search Feedback code on the Feedback tab | 492 | Unable to search Learning Code on the Outcome tab. |
Regards, Aarti. |
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10 Dec 2015 | 03:43PM Comment 20 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-12-2015 03:43 PM Time Taken: 3.00 |
| Hi Sanjeet, The following concerns haves been identified with patch 8 testing. Regards Rashna |
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11 Dec 2015 | 04:49PM Comment 21 by Vineet (Link Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 11-12-2015 04:49 PM Time Taken: 0.50 |
| Bula Guys All issues relating to this case has been resolved in Update 8 and tested by Rashna and Aarti. Best Regards Vineet Ram |
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