Scheduler Application

This project is for an online scheduling application. We would like the ability to add more functionality once complete.? Scheduler components: ? Login entry Contact Manager Project Manager Calendar/Job Scheduler Employee/Admin Database ## Deliverables Scheduler: Start basic; make sure it can easily be expanded. ? Parts: Login entry Contact Manager Project Manager Calendar/Job Scheduler Employee/Admin Database The Process: -Log in. Enter username and password to log in. -Goes to default screen showing calendar and project list in body and left side of screen will have a column that will house the links to go to contacts and log out and any other links. - User will want to do one of six things: 1. Enter a new contact, 2. Edit an existing contact, 3. Schedule an appointment. 4. Edit an appointment 5. Enter a new project 6. Edit a project -If user chooses to schedule an appointment: they will click “New Appointment?? and an appointment scheduler will pull up, and they can pick from an existing contact or choose to enter a new contact. User can also make that appointment part of a project. -If user chooses to enter a new project: A windows will come up and the user has to pick a contact or enter a new one. User will have to select type of project from a drop down box (admin should be able to change these), and user will then have to select project status from a drop down box (admin should be able to change these). User can then select Project start date and project finish date. The main reason we have projects is to view and track all jobs that are ongoing. We may have a customer that is building a house and we schedule five appointments at different times throughout the period of a year. -When they pick the contact to schedule, it will auto-populate the address, city, state, zip, phone numbers, e-mail and all other customer data fields so it is on the appointment. The only thing the user has to enter is: 1. start and stop time with day (if they didn’t click on the day to begin schedule process- if they did that the day is already listed. There will be a small calendar icon beside the day to pull up the small monthly calendar selection if they go to pick a day for start/stop. 2. Technician (can pick from employee that has been labeled “technician?? in database or can type in something. 3. Job Description. This is where the user will enter what the technician will be doing there i.e. scope of work. 4. Attachment- User can add up to 5 attachments to each appointment. Those attachments can be viewed and printed out on their own or with the appointment when it is printed. -Also in the appointment scheduler ??" there will be a box or link that says “Insert Map?? and the system will automatically insert a Google Map with directions (or Mapquest) to that location. -“Save?? and the appointment is scheduled and saved. Also is saved in contact database as history for that particular contact- so users can look back at all the appointments a customer has had. - Review- When a user clicks on that appointment to bring it up (by clicking on contact name), they can click a button to “edit??, “reschedule?? or “print work order?? at the top of the appointment window. Print- If they choose to print, it will pull up a small window with four print options (user can select as many as they like): 1. Print all- will print the work order, all attachments, and map 2. Print work order- only prints work order 3. Print attachments- only prints attachments (if any) 4. Print map- only prints map and directions User then presses an “OK?? button and a print preview window pulls up with the documents they selected in one pdf file. (Or they press “Cancel?? to close the window.) Reschedule- If they choose to reschedule- a box will pull up to ask “Why is this appointment being rescheduled??? -and there will be five options to choose from. Admin should be able to change these options. Then, they can enter a new time and/or date. Again, there will be a small calendar icon to pull up the small monthly calendar selection if desired. Edit- If they choose to edit- they can change any of the information or delete. All changes should be kept in the notes for that contact- even if deleted -it should show that there was an appointment that was deleted on this date. (I want to make sure if Joe Blow calls- I can look him up in contact Manager and see that he has been rescheduled five times because of whatever reason.) Various requirements: 1. Views- want admin to be able to create views or sort orders for all lists: contact list, project list, etc. 2. Want the project list to have small view on home page above calendar. Show approx 10 projects, allow scrolling if there are more. 3. Redundancy for hosting: must make sure if primary server goes out that we don’t lose anything. 4. Backups- need to be able for admin to back up locally, set automatic backups. 5. Calendar- would like the calendar page to enable drag and drop moving of appointments. 6. Want the system to refresh after every change. 7. Must allow for multiple users online at same time. 8. Must show all users that are currently logged in. 9. Calendar- want user to be able to switch view between month, week and day. 10. Calendar layout should closely mimic Outlook or Sharepoint in graphic style and layout. 11. Can it be encrypted? Need as secure as possible. 12. Admin must have ability to add web links to side bar, and rename those links so it doesn’t show the entire address in the side bar. Links will then pop up in new window. 13. Need company logo on top left corner of all pages and home page. 14. Login page- black background with logo in center with username and login area. There will be a security disclaimer underneath. 15. Interface- must be very easy and clean looking- don’t want it looking like an Access or Excel database.