WORKTERRAProject Type: software

WORKTERRA

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  1. WORKTERRA
  2. WT-9262

Information at Company Level

    Details

    • Type: Enhancement
    • Status: New Request
    • Priority: Critical
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - EDS
    • Reported by:
      Support
    • Feature Category:
      New
    • Severity:
      Simple

      Description

      We need additional information to be stored at the Company level so that it can be viewed and extracted.

      • Client Executive
      • EDI Analyst
      • Calendar/ Fiscal (Is it already captured?)
      • Notes: There should be a place where user can write notes or instructions specific to the client. This will be a great help especially when a new person takes over as client executive or EDI Analyst for the company.

      (Currently there is a place for notes at EE level, which doesn’t help.)

      CC Nathaniel Cornejo-Walker Cindy Wibbing Samir

        Attachments

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          abhay.patil Abhay Patil (Inactive) added a comment -

          Vinayak - for OE dashboard it is important that we have Client Executive and EDI Executive (Analyst) names here.

          CC Amit Thorve Vijay Siddha Samir Gaurav Sodani Ganesh Sadawarte

          Show
          abhay.patil Abhay Patil (Inactive) added a comment - Vinayak - for OE dashboard it is important that we have Client Executive and EDI Executive (Analyst) names here. CC Amit Thorve Vijay Siddha Samir Gaurav Sodani Ganesh Sadawarte
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          amitthorve Amit Thorve (Inactive) added a comment -

          Abhay Patil We already added Client Executive and EDI Executive at company level during our OE Dashboard changes.

          Financial year is already captured at company level.

          We also have notes at template level. Are you talking notes at company level?

          Show
          amitthorve Amit Thorve (Inactive) added a comment - Abhay Patil We already added Client Executive and EDI Executive at company level during our OE Dashboard changes. Financial year is already captured at company level. We also have notes at template level. Are you talking notes at company level?
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          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment -

          All required fields for OE dashboard are implemented at company level as part of OE dashboard implementation.

          Only notes are not implemented as it was not required on OE dashboard.

          Assigning ticket back to EDS team to take up Notes at company level as per their schedule. Thanks.

          Show
          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment - All required fields for OE dashboard are implemented at company level as part of OE dashboard implementation. Only notes are not implemented as it was not required on OE dashboard. Assigning ticket back to EDS team to take up Notes at company level as per their schedule. Thanks.
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          abhay.patil Abhay Patil (Inactive) added a comment -

          Vinayak Kulkarni - True that "Notes" field at company level is not required for OE dashboard. However, wouldn't it have been okay to add it while development was at it? (It wouldn't have caused any migration issues.)

          Amit Thorve - yes "Notes" at company level so that one can share company specific notes across partners.

          Show
          abhay.patil Abhay Patil (Inactive) added a comment - Vinayak Kulkarni - True that "Notes" field at company level is not required for OE dashboard. However, wouldn't it have been okay to add it while development was at it? (It wouldn't have caused any migration issues.) Amit Thorve - yes "Notes" at company level so that one can share company specific notes across partners.
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          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment -

          Hi Abhay,

          Yes, We could have taken development of Notes at company level while development of EDI executive and client executive at company level but we have not taken it to speed up OE dashboard implementation as it is easier to implement two fields on existing page as compare to create new page for notes.

          Show
          Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment - Hi Abhay, Yes, We could have taken development of Notes at company level while development of EDI executive and client executive at company level but we have not taken it to speed up OE dashboard implementation as it is easier to implement two fields on existing page as compare to create new page for notes.

            People

            Assignee:
            Unassigned
            Reporter:
            abhay.patil Abhay Patil (Inactive)
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            Watchers:
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              Dates

              Created:
              Updated: