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Enhanced inspection forms
Inspection forms in the current form support basic inspections, however are limited in capability.
For example: labels, no group objects with collapsible behaviors, criteria based defaulted values, and calculated values are all not support to name a few.
This makes it difficult to use the product to build complex forms required with offline capability.
Improving the features and UX capabilities of the mobile app would significantly improve field user experience.
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Enhanced status transitions (buttons and custom workflow)
It would be great the mobile capability was enhanced to allow for status updates via buttons without building custom. It would also be a nice user experience for status transitions to be available at the header or footer to enable status changes from any tab of the booking.
Booking Buttons should support:
- Booking Status
- Configurable status flow
- What statuses can be selected from your current status
- What users can select each status
- Configurable Icons for each status button
- Support prompts for additional data (eg: reason for pause, reason for rejection). User should have the options to save or cancel selection
- Ability to configure button behavior (Auto save or requires user to save)
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Geolocation settings
Geolocation services are currently a global setting and apply to all users. It would be really good if different profiles could be setup and assigned to the bookable resource to meet specific requirements (different shift patterns, resource type location must not be known, different sync intervals, etc)
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Offline Sync Profile
Currently the minimum sync time for offline profile is 5 minutes. This is limiting for users who are in an online state, however need an offline profile configured due to the geographic area they work in.
For emergency response situations this is not ideal with manual work arounds needing to be put in place (sms message to field resource on dispatch to mobile, with the field resource (mobile user) required to manually force a data sync of the app.
Can the offline profile functionality please be reviewed to allow shorter sync cycles, or allow data to be pushed and updated when online synchronously.
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Group Requirement - substitute resource functionality not available
Scenario: Group booking to 3 resources. On the day of the job Resource 3 calls in sick and we want to reallocate the booking to Resource 4.
Current options:
- Delete the booking and manually allocate the resource (we currently have remove from group function that allows manual scheduling of resource requirements that are contained in a group)
- Rebook functionality (you need to be careful to ensure resources 1 & 2 remain booked as part of the resource allocation)
Preferred option:
System would allow the substitute resource functionality to be used for the resource requirement associated with the individual booking being substituted.
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Ability to Dock and Undock panels on the Schedule Board
Users would like to configure the layout of the schedule board by undocking the panels and moving them to different screens or arranging them in a different order to suit the user. Currently users are opening multiple versions of the schedule board across different screens whilst adjusting the size of the panel accordingly to support their need (eg: map, gantt width). Doing this requires them to manually refresh each screen (or wait for the timed updated) to see updates as they don't maintain context.
Being able to undock items like the map and move it to a different screen, would allow users to optimise screen real-estate along with additional flexibility for layout.
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Booking rule alerts should be able to be triggered when a Requirement Group is booked to Resources
Currently we are using both Individual resource requirements (single resource) and Requirement Groups (multiple resource) for scheduling work. We have also configured booking rules associated with booking creation. These booking rules are only triggering when bookings are created via individual resource requirements and not Requirement Groups.
For consistency in the product this feature should also be extended to incorporate requirements group bookings.
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Ability to adjust the width of the Schedule Board resource filter (large width screen impact)
On large width screens (curved) we are noticing the resource filter panel consumes a lot of space. It appears to be set as a percentage of the screen size and becomes impractical on larger screens.
The size of this panel should be configurable like other panels on the screen. Users are looking to keep this panel open for ease of filtering, but on large monitors its not feasible due to the real estate it consumes.
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Mobile footer needs more real-estate for buttons before collapsing
Currently on the mobile only 4 buttons on the footer are supported (including the grouped list).
This needs to be configurable or expanded to allow more based on the device being in portrait or landscape mode. For example in landscape mode (on a standard ipad) this footer could support approx 8 action buttons before needing to collapse the buttons into a list that requires additional clicks for the user.
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Crew resources availability should be visible on the schedule board
When resources are assigned to a crew they are blocked out on the schedule board and their individual availability is not visible. The UI should be updated to support both individual visibility and resource availability to make it easy to determine if a resource of the crew has a different availability profile.
This is currently not easily visible as the crew shows availability from the start and finish times of all members, so if 1 crew member is not available this is not easily visible.