Active Orders Dashboard

The dashboard shows a summary of all the booking types in one long paged list. Searching is available as well as sorting by fields. It contains only non-closed bookings.

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Dashboard with search results

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Open

Dashboard with full filtering

Display

Hyperlinks

A hyperlink exists on the Sales Order so that the user can open a booking in a new page. https://bigdigit.atlassian.net/browse/WG-757

Navigation

Search

There is a search function which matches on

• internal booking reference

• external booking reference (end customer sales order number)

Paging

The list of bookings is paged for easier navigation to results.

Opening booking Detail

Bookings can be opened by clicking on the dashboard which shows the booking details page. Navigation back to the dashboard.

Bookings can be opened in a new tab by right-clicking the hyperlink for the sales order.

Technical: Use ContextMenu over Grid Row | Kendo UI Grid for jQuery | Kendo UI for jQuery (telerik.com)

Return to Dashboard

It is possible to return to the dashboard but all the sorting and searching is lost. The context needs to remain when returning to the dashboard. https://bigdigit.atlassian.net/browse/WG-517

Sorting

Bookings can be sorted by header columns.

Filtering

Persistence

Filtering is persistent for a user, ie. any filter saved will be saved and applied whenever the users goes back to the dashboard.

https://bigdigit.atlassian.net/browse/WG-761

Implementation

Filtering is implemented in two stages. Full filtering includes the following:

• Country

• City

• Booking Type

• Booking Status

• Delivery Date From

• Delivery Date To

“Clear All” button clears the filters completely

Filter toggle toggles whether or not the filters are applied

Phase 1 Filtering

https://bigdigit.atlassian.net/browse/WG-760

Phase 1 Filtering will include the following which can be selected individually as one item

• Booking Type

• Booking Status

• Delivery Date From

• Delivery Date To

Phase 2 Filtering

https://bigdigit.atlassian.net/browse/WG-186

Phase 2 filtering will include all selection fields as in full filtering including the ability to

• select more than one item from a filter

• add and remove specific selections individually

Additional Filter on Completion Date

Enable filtering on completion date range

https://bigdigit.atlassian.net/browse/WG-187

Alert Notifications Panel

Errors in the booking process where attention is required will be shown at the top of the booking dashboard. The sorting order will be those where the error is generated most recently at the top, with an ability to hide the rows if they have been dealt with or are not very important. Hidden notes can be shown again at any time using the “Hidden Notes” toggle.

Errors may be stored across all entities, including bookings. There is an internal code for the attention type, eg. Pre-Alert send failure. Associated with the internal code is a human-readable description, eg.

• Code = “Pre-Alert”, Error = “Fields missing in Dispatched”

• Code = “Pre-Alert”, Error = “Email failed to send”

https://bigdigit.atlassian.net/browse/WG-758

• Code = “Booking Confirmation”, Error = “Booking Confirmation due”

https://bigdigit.atlassian.net/browse/WG-769

• Code = “Booking Confirmation”, Error = “Scheduled date later than dispatched + 10 days”

https://bigdigit.atlassian.net/browse/WG-776

• Design change to use pills for read/hidden https://bigdigit.atlassian.net/browse/WG-779

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Archive Dashboard

This is the same layout as the Active Orders Dashboard. The only difference is the booking shown which are closed bookings only.