White Glove Application Client Selection
- James Seabrook
Across all screens within the application a client filter should be visible. This forms part of the top banner for
Smart Hub
Search
User’s login initials
Client filter
The filter should always be available to select a single client which exists within the list of clients in the database configuration screen. The domain model can be found here https://bigdigit.atlassian.net/wiki/spaces/TD/pages/3401121795.
Screens
The list of screens currently where the client is available should be as follows:
Screen | Available | Action On Change |
|---|---|---|
Dashboard | Yes | Show new set of bookings with user filters applied |
Archive | Yes | Show new set of bookings [with user filters applied if shown] |
Booking details | No | Take back to dashboard/archive |
Maintenance | Yes | All screens show relevant data for the client |
Configuration | No | Final Mile Facilities cover multiple clients |
Other Functions
CSV Export should export only records for the selected client with name as follows:
“SmartHub Export ClientName Date Time”
where
ClientName is the Client Name
Date is the date in the format “9999-99-99” (year-month-day)
Time is the time in the format “99-99-99” (hours-minutes-seconds)
Power BI
CSV Exports from Power BI should export by client separately with a name for the client.