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@srkirkland
Created August 16, 2012 16:01
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stuff to demo
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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