1)Organizer login should be on a completely different domain. (Just for the record). Organizer login looks completely like "SA login". Only login and password. I didn't find the wireframe for "organizer home" in basecamp, but it was in the pdf file from the 3 of august. 2) We don't need the dashboard. Trying to keep the organizer area as simple as possible.
Sudhir Kelappan on August 16, 2012:
Hi Victor
For a pie chart, at present we have four types of Location status:
1) Not Assigned 2) In Progress 3) Completed and awaiting approval 4) Completed and approved.
Do we need to specify to specify a Rejected status similarly for the pie chart especially, when organizer needs to view the completed job that has been rejected by the client.
Victor Metelskiy on August 16, 2012:
Hi, Sudhir.
We will discuss the organizer part and tell you, when we will come up with some solutions. I will take your idea into consideration.
P.S. Let's focus more on the Client and Agent areas until then.
Sudhir Kelappan on August 16, 2012:
Hi Victor
Just though through, while going through the work flow. In Client's interface too,
we may need to specify a Rejected status for the pie chart too.
Victor Metelskiy on August 20, 2012:
Hi Sudhir!
Here is our suggestion on organizer area: We divide organizer area into 3 parts:
Validation
Databases
Billing
In this discussion i will explain our understanding of "Validation" part. Validation part consists of 3 pages:
Job orders validation
Completed tasks validation
Out of money orders
Job orders validation It is a list of orders, posted by clients. Only those orders, that have not been approved yet. The jobs are listed first in - first out. Completed tasks validation It is a list of completed tasks, that await approval. First in-first out too. Out of money orders It is a list of job orders, that haven't been completed yet (have not assigned locations), but have no money to be payed with (client doesn't have enough money on his account). Sometimes we will credit clients to let them finish job order without actually receiving money from the client. Feel free to ask any questions.
Can you please elaborate more on the "Add virtual money" scenario??
Victor Metelskiy on August 23, 2012:
Hi Sudhir!
We will lend money to the client, so that he wouldn't wait for the deposit and continue task execution immediately. We will add virtual money to his account without actually receiving a deposit. So, we will pay agents our own money, and later client will make the deposit.
This situation will mostly be handled manually and we will only give this opportunity to the clients, we trust. We just want to have a functionality to immediately top-up the clients balance to continue task execution. The reason for this is that money transfer can take more than 3 days, which is too long.
Please ask me more questions, if anything is unclear.
Sudhir Kelappan on September 4, 2012:
Hi Victor
PFA the screenshots of the organizer dashboard, consisting of the validation area. We will provide the remaining screens soon.
We had put across a query under "Organizer listing". If you could sent across the reply, we could sent the complete wire frame set by tomorrow
Please add Approve/Reject buttons on pages 2 and 6 (as in the drawings, i sent to you)
Page 3 SBSD and Mini Quiz should be clickable too, organizer should be able to read it. Page 4 Please delete "reasons", only comments needed. Page 5 No comment field needed in this pop-up. Page 7 Please add timeline here.
Comments
Sudhir Kelappan on August 6, 2012:
PFA the snapshot of the Organizer's dashboard
Victor Metelskiy on August 15, 2012:
1)Organizer login should be on a completely different domain. (Just for the record). Organizer login looks completely like "SA login". Only login and password.
I didn't find the wireframe for "organizer home" in basecamp, but it was in the pdf file from the 3 of august.
2) We don't need the dashboard. Trying to keep the organizer area as simple as possible.
Sudhir Kelappan on August 16, 2012:
For a pie chart, at present we have four types of Location status:
1) Not Assigned
2) In Progress
3) Completed and awaiting approval
4) Completed and approved.
Do we need to specify to specify a Rejected status similarly for the pie chart
especially, when organizer needs to view the completed job that has been rejected by the client.
Victor Metelskiy on August 16, 2012:
We will discuss the organizer part and tell you, when we will come up with some solutions. I will take your idea into consideration.
P.S. Let's focus more on the Client and Agent areas until then.
Sudhir Kelappan on August 16, 2012:
Just though through, while going through the work flow.
In Client's interface too, we may need to specify a Rejected status for the pie chart too.
Victor Metelskiy on August 20, 2012:
Here is our suggestion on organizer area:
We divide organizer area into 3 parts:
In this discussion i will explain our understanding of "Validation" part.
Validation part consists of 3 pages:
Job orders validation
It is a list of orders, posted by clients. Only those orders, that have not been approved yet. The jobs are listed first in - first out.
Completed tasks validation
It is a list of completed tasks, that await approval. First in-first out too.
Out of money orders
It is a list of job orders, that haven't been completed yet (have not assigned locations), but have no money to be payed with (client doesn't have enough money on his account). Sometimes we will credit clients to let them finish job order without actually receiving money from the client.
Feel free to ask any questions.
Sudhir Kelappan on August 21, 2012:
Can you please elaborate more on the "Add virtual money" scenario??
Victor Metelskiy on August 23, 2012:
We will lend money to the client, so that he wouldn't wait for the deposit and continue task execution immediately. We will add virtual money to his account without actually receiving a deposit. So, we will pay agents our own money, and later client will make the deposit.
This situation will mostly be handled manually and we will only give this opportunity to the clients, we trust. We just want to have a functionality to immediately top-up the clients balance to continue task execution. The reason for this is that money transfer can take more than 3 days, which is too long.
Please ask me more questions, if anything is unclear.
Sudhir Kelappan on September 4, 2012:
PFA the screenshots of the organizer dashboard, consisting of the validation area.
We will provide the remaining screens soon.
We had put across a query under "Organizer listing".
If you could sent across the reply, we could sent the complete wire frame set by tomorrow
Victor Metelskiy on September 6, 2012:
Please add Approve/Reject buttons on pages 2 and 6 (as in the drawings, i sent to you)
Page 3
SBSD and Mini Quiz should be clickable too, organizer should be able to read it.
Page 4
Please delete "reasons", only comments needed.
Page 5
No comment field needed in this pop-up.
Page 7
Please add timeline here.
Denis Slabakov on September 11, 2012: