Clarifications 01/2019
To be integrated in the docs, agreed with Kate and Joseph
Field Monitoring Clarifications 28/01/2019
The following have been clarified and agreed upon:
When an “FM User” adds a monitoring visit, and as part of that, one or more monitoring tasks are added that are not part of the original planned tasks, these tasks will show up in the planned section as well (on the Overview Planning -> Plan by Task page). However they will only show up when the “show completed” toggle is checked and it/they will have 0 planned for all months. As soon as these tasks are completed, the completed numbers will show accordingly
Newly proposed feature that requires the system to enable an “FM user” to draw custom geographic areas in order to relate issues (from Overview Planning -> Preparation) to them has been dropped. Some of the reasons are:
System complexity might increase significantly
It’s unclear/undefined how it would actually be used in practice given the current system (only shows names and issues)
There are potentially dependable workarounds using sites
When planning a visit, the field selecting TPM/Staff is only editable in draft status
Still needs thought/discussion/solution:
Validation rules between visit site and monitoring tasks sites.
Site/Location selection widget common element.
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