Created
August 16, 2012 16:01
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stuff to demo
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Demo info: | |
https://test.caes.ucdavis.edu/PrePurchasing | |
Request Page, Landing Page, Order History, User Preferences | |
* Landing Page | |
* | |
* Login as self/postit | |
* Show urgent/pending, popups show how many days overdue | |
* Notice icon showing if the order is assigned directly to you | |
* | |
* Otherwise it'd be waiting for anyone in the workgroup to look at | |
* Recent activity, completed stats, and comments. | |
* | |
* Notice you can click on the order# for each and go directly there | |
* Request Page | |
* | |
* So click on request order and choose the 'computing resources unit' workgroup | |
* Show take tour for first time users, show link at top for tour | |
* | |
* note there are tours for different sections too | |
* Skip to any section by using navigation on the left | |
* Fill out some fields until you get to line items (show add vendor/ship) | |
* Main section in line items, show help tour for just line items. | |
* Fill in 2 line items, show calculations auto-update | |
* Now go to order details, show options there, including split order | |
* | |
* show there is a tour for this section too | |
* split across multiple accounts, and you can search for accounts too | |
* Show ctrl+enter shortcut calculation | |
* add more splits, etc | |
* Controlled substance | |
* Each workgroup/dept can add custom fields (required or optional) that users can answer | |
* add date, upload files, easy enough | |
* Note you can save for later if you don't have specific info, or if you were preparing it for someone else | |
* Order Review | |
* | |
* Can see exactly info for this order, add comments, files, etc | |
* Edit/Duplicate, multiple print options | |
* Approve/deny if you are able, cancel order if you created it | |
* Duplicate order and show removing line items | |
* Order Search | |
* | |
* use term "beaker" | |
* Order History | |
* | |
* Shows all of your orders, even completed old ones | |
* lots of filter options | |
* can export to excel or copy right to the clipboard (then paste into excel or email) | |
* easy filter using "search" | |
* by updating column preferences you can see exactly the data you care about | |
* User preferences | |
* | |
* Can choose how you get your emails in a very granular way | |
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