From the to-do list: Organizer's Interface wireframes
❏ Organizer's lists
Comments
Victor Metelskiy on August 24, 2012:
Hi, Sudhir!
As i mentioned before, we decided to divide organizer area into 3 parts:
Validation
Lists of Agents, Clients, Job orders and tasks
Billing
List
of agents, clients, job orders and tasks have to be simple. We will need filters and search fields for some of the columns. Some lists include many columns, so we would like to hear your suggestions how it can be displayed.
Here are the columns, we want to see in the lists:
Columns for
“Agents” list
1. First name
2. Second name
3. Country
4. City
5. Street
6. House No
7. ZIP Code
8. Date of birth
9. E-mail
10. Mobile telephone
11. Webmoney
12. Yandex Money
13. Qiwi
14. Credit Card
15. Rating
16. Login
17. Amount of uploaded photos
18. Amount of uploaded videos
19. Amount of uploaded audios
20. Amount of answered questions
21. Amount of completed tasks
22. Amount of rejected by client and
organizer tasks
23. Time and date of last “online”
status
24. Mobile app version
25. Time and date of mobile app download
26. Agent status (novice, advanced, pro,
etc.)
27. Geoposition log
28. Activity log
29. Amount of correctly completed mini
quizzes.
30. Amount of incorrectly completed mini
quizzes.
31. Photo of agents face with passport
32. Photo/scan of first passport page
33. Photo/scan of passport page with
registration info.
Columns for
“Clients” list (Legal enities)
1. Organization
2. About organization
3. Business type
4. Established on
5. Number of employees
6. Country
7. City
8. Street
9. House No
10. ZIP Code
11. Website
12. E-mail
13. Phone
14. Fax
15. Login
16. Amount of money spent
17. Amount of job orders
18. Amount of tasks
19. Amount of completion report rejections
20. Amount of photos received
21. Amount of videos received
22. Amount of answers to questions in
questionnaires received
23. Amount of surveys received
24. Amount of cities, where at least one
task has been executed
25. Amount of approved Job orders
26. Amount of rejected Job orders
27. Statutory documents (10 files)
Columns for
“Clients” list (Individuals)
1. First name
2. Second name
3. Country
4. City
5. Street
6. House No
7. ZIP Code
8. Date of birth
9. E-mail
10. Mobile telephone
11. Login
12. Amount of money spent
13. Amount of job orders
14. Amount of tasks
15. Amount of completion report
rejections
16. Amount of photos received
17. Amount of videos received
18. Amount of answers to questions in
questionnaires received
19. Amount of surveys received
20. Amount of cities, where at least one
task has been executed
21. Amount of approved Job orders
22. Amount of rejected Job orders
23. Photo of client’s face with passport
24. Photo/scan of first passport page
25. Photo/scan of passport page with
registration info.
Columns for
“Job orders” list
1. Client, that made the job order
2. Job order name
3. Task type
4. Job description
5. Amount of locations
6. Amount of locations completed
7. Amount of locations in progress
8. Amount of locations “not assigned”
9. Posted on: Time and Date
10. Closed: Time and Date
11. Deadline: Time and Date
12. Money spent
13. Status
Columns for
“Tasks” list
1. Client, that posted the task
2. Job order name
3. Agent
4. Photos made
5. Videos made
6. Audios made
7. Posted on: Time and Date
8. Agent assigned on: Time and Date
9. Completed: Time and Date
Sudhir Kelappan on August 30, 2012:
Hi Victor
Regarding the Client list, as per the client sign up, only three fields have been included. We haven't made anything yet as individual or legal. Please verify and let us know
Also, having 27 columns for a listing will be too long, which will require a horizontal scroll and that would provide a negative UX. We can instead limit the number of columns and provide a link so that a detailed screen/pop up can be displayed.
Victor Metelskiy on August 30, 2012:
Hi Sudhir!
Regarding the Client list Yes, we have left only three fields in client sign up, but this is because we will add all other information about client manually. Later we will have a better understanding of which fields have to be mandatory and we will come back to the full sign up form.
We can instead limit the number of columns and provide a link so that a detailed screen/pop up can be displayed. Do you mean a detailed screen/pop-up, where 27 fields will be displayed vertically?
Sudhir Kelappan on August 30, 2012:
Hi Victor
Yes a detailed screen where all 27 fields will be displayed vertically
Victor Metelskiy on September 3, 2012:
Hi Sudhir!
We decided, that horizontal scroll would be ok, UX of Organizer area is not so important for the early stage of the project.
Sudhir Kelappan on September 3, 2012:
Hi Victor
For the Job Order listing, can you please let us know what are the types of Status for the Status column.
Also for Tasks listing screen too, do we require a Status column?
Victor Metelskiy on September 4, 2012:
For the Job Order listing, can you please let us know what are the types of Status for the Status column.
In Draft
Pending (awaits approval)
In progress
Paused
Closed
Also for Tasks listing screen too, do we require a Status column? Yes,
In Draft
Available, Not assigned
In progress
Completed
Deleted
Sudhir Kelappan on September 5, 2012:
Hi Victor
Regarding the status "In Draft" for both Job status and Task, can you please let us know when this happens.We had initially used In Draft in client interface, when ever a newly created job is saved without submitting.
Similarly"Pending(Awaits Approval), we have already a section called validation, where Organizer needs to either approve/reject Task. Please find attached screen shot for reference.
Another query from our side, in which scenario does "Paused status" happen?
Regarding the status "In Draft" for both Job status and Task, can you please let us know when this happens.We had initially used In Draft in client interface, when ever a newly created job is saved without submitting. Exacly. Job order and tasks are already created and saved somewhere in the system. So, they should have a status "in draft" (created, but not yet posted)
Similarly"Pending(Awaits Approval), we have already a section called validation, where Organizer needs to either approve/reject Task. Please find attached screen shot for reference. Yes, pending tasks will be displayed both in validation section and here.
Another query from our side, in which scenario does "Paused status" happen? When task (job order) was posted once, but paused later (not completed or deleted). It can happen because of lack of money on client's account or because money limit was reached. When client makes a deposit/ sets money limit to a higher amount, task will be "in progress" again.
Denis Slabakov on September 11, 2012:
Just adding Armen into discussion
Victor Metelskiy on September 11, 2012:
Hi Sudhir!
Some of the fields in the lists should be editable. I will mark them with the bold font.
Columns for “Agents” list
1. First name
2. Second name
3. Country
4. City
5. Street
6. House No
7. ZIP Code
8. Date of birth
9. E-mail
10. Mobile telephone
11. Webmoney
12. Yandex Money
13. Qiwi
14. Credit Card
15. Rating
16. Login
17. Amount of uploaded photos
18. Amount of uploaded videos
19. Amount of uploaded audios
20. Amount of answered questions
21. Amount of completed tasks
22. Amount of rejected by client and organizer tasks
23. Time and date of last “online” status
24. Mobile app version
25. Time and date of mobile app download
26. Agent status (active, disabled.)
27. Geoposition log
28. Activity log
29. Amount of correctly completed mini quizzes.
30. Amount of incorrectly completed mini quizzes.
31. Photo of agents face with passport
32. Photo/scan of first passport page
33. Photo/scan of passport page with registration info.
Columns for “Clients” list (Legal entities)
1. Organization
2. About organization
3. Business type
4. Established on
5. Number of employees
6. Country
7. City
8. Street
9. House No
10. ZIP Code
11. Website
12. E-mail
13. Phone
14. Fax
15. Login
16. Amount of money spent
17. Amount of job orders
18. Amount of tasks
19. Amount of completion report rejections
20. Amount of photos received
21. Amount of videos received
22. Amount of answers to questions in questionnaires received
23. Amount of surveys received
24. Amount of cities, where at least one task has been executed
25. Amount of approved Job orders
26. Amount of rejected Job orders
27. Statutory documents (10 files)
Columns for “Clients” list (Individuals)
1. First name
2. Second name
3. Country
4. City
5. Street
6. House No
7. ZIP Code
8. Date of birth
9. E-mail
10. Mobile telephone
11. Login
12. Amount of money spent
13. Amount of job orders
14. Amount of tasks
15. Amount of completion report rejections
16. Amount of photos received
17. Amount of videos received
18. Amount of answers to questions in questionnaires received
19. Amount of surveys received
20. Amount of cities, where at least one task has been executed
21. Amount of approved Job orders
22. Amount of rejected Job orders
23. Photo of client’s face with passport
24. Photo/scan of first passport page
25. Photo/scan of passport page with registration info.
Columns for “Job orders” list
1. Client, that made the job order
2. Job order name
3. Task type
4. Job description
5. Amount of locations
6. Amount of locations completed
7. Amount of locations in progress
8. Amount of locations “not assigned”
9. Posted on: Time and Date
10. Closed: Time and Date
11. Deadline: Time and Date
12. Money spent
13. Status
Columns for “Tasks” list
1. Client, that posted the task 2. Job order name 3. Agent 4. Photos made 5. Videos made 6. Audios made 7. Posted on: Time and Date 8. Agent assigned on: Time and Date 9. Completed: Time and Date 10. Status
Sudhir Kelappan on September 14, 2012:
Hi Victor
Regarding the editing of fields, in the case of agents is it possible to change the e wallet numbers of the payment systems.Would that be insecure to an Agents privacy.
Also, since the agents will always remain public, is it possible to change their login fields.
These are just thoughts from our side and we wanted to confirm this with you. Please verify this and let us know.
Victor Metelskiy on September 14, 2012:
Hi Sudhir!
Regarding the editing of fields, in the case of agents is it possible to change the e wallet numbers of the payment systems.Would that be insecure to an Agents privacy. Agree. We will send notification to agent in case, there is some kind of mistake in these fields and agent will correct it himself. Make WM, YM, Qiwi and Credit card nr not editable. But than these fields have to accept only digits with spaces or other signs. I mean,for instance credit card number is 123456781234. Some agents will write "1234-5678-1234", some "1234 5678 1234". I think, you know how this needs to be handled. Please consider this.
Also, since the agents will always remain public, is it possible to change their login fields. What do you mean by "will always remain public"?
Sudhir Kelappan on September 14, 2012:
Hi Victor
Regarding the second query, what we meant to say was, Agents are always active in their jobs and in that the could change their login ids.
Comments
Victor Metelskiy on August 24, 2012:
As i mentioned before, we decided to divide organizer area into 3 parts:
List of agents, clients, job orders and tasks have to be simple. We will need filters and search fields for some of the columns. Some lists include many columns, so we would like to hear your suggestions how it can be displayed.
Here are the columns, we want to see in the lists:
Columns for “Agents” list
1. First name
2. Second name
3. Country
4. City
5. Street
6. House No
7. ZIP Code
8. Date of birth
9. E-mail
10. Mobile telephone
11. Webmoney
12. Yandex Money
13. Qiwi
14. Credit Card
15. Rating
16. Login
17. Amount of uploaded photos
18. Amount of uploaded videos
19. Amount of uploaded audios
20. Amount of answered questions
21. Amount of completed tasks
22. Amount of rejected by client and organizer tasks
23. Time and date of last “online” status
24. Mobile app version
25. Time and date of mobile app download
26. Agent status (novice, advanced, pro, etc.)
27. Geoposition log
28. Activity log
29. Amount of correctly completed mini quizzes.
30. Amount of incorrectly completed mini quizzes.
31. Photo of agents face with passport
32. Photo/scan of first passport page
33. Photo/scan of passport page with registration info.
Columns for “Clients” list (Legal enities)
1. Organization
2. About organization
3. Business type
4. Established on
5. Number of employees
6. Country
7. City
8. Street
9. House No
10. ZIP Code
11. Website
12. E-mail
13. Phone
14. Fax
15. Login
16. Amount of money spent
17. Amount of job orders
18. Amount of tasks
19. Amount of completion report rejections
20. Amount of photos received
21. Amount of videos received
22. Amount of answers to questions in questionnaires received
23. Amount of surveys received
24. Amount of cities, where at least one task has been executed
25. Amount of approved Job orders
26. Amount of rejected Job orders
27. Statutory documents (10 files)
Columns for “Clients” list (Individuals)
1. First name
2. Second name
3. Country
4. City
5. Street
6. House No
7. ZIP Code
8. Date of birth
9. E-mail
10. Mobile telephone
11. Login
12. Amount of money spent
13. Amount of job orders
14. Amount of tasks
15. Amount of completion report rejections
16. Amount of photos received
17. Amount of videos received
18. Amount of answers to questions in questionnaires received
19. Amount of surveys received
20. Amount of cities, where at least one task has been executed
21. Amount of approved Job orders
22. Amount of rejected Job orders
23. Photo of client’s face with passport
24. Photo/scan of first passport page
25. Photo/scan of passport page with registration info.
Columns for “Job orders” list
1. Client, that made the job order
2. Job order name
3. Task type
4. Job description
5. Amount of locations
6. Amount of locations completed
7. Amount of locations in progress
8. Amount of locations “not assigned”
9. Posted on: Time and Date
10. Closed: Time and Date
11. Deadline: Time and Date
12. Money spent
13. Status
Columns for “Tasks” list
1. Client, that posted the task
2. Job order name
3. Agent
4. Photos made
5. Videos made
6. Audios made
7. Posted on: Time and Date
8. Agent assigned on: Time and Date
9. Completed: Time and Date
Sudhir Kelappan on August 30, 2012:
Regarding the Client list, as per the client sign up, only three fields have been included.
We haven't made anything yet as individual or legal.
Please verify and let us know
Also, having 27 columns for a listing will be too long, which will require a horizontal scroll and that would provide a negative UX.
We can instead limit the number of columns and provide a link so that a detailed screen/pop up can be displayed.
Victor Metelskiy on August 30, 2012:
Regarding the Client list
Yes, we have left only three fields in client sign up, but this is because we will add all other information about client manually. Later we will have a better understanding of which fields have to be mandatory and we will come back to the full sign up form.
We can instead limit the number of columns and provide a link so that a detailed screen/pop up can be displayed.
Do you mean a detailed screen/pop-up, where 27 fields will be displayed vertically?
Sudhir Kelappan on August 30, 2012:
Yes a detailed screen where all 27 fields will be displayed vertically
Victor Metelskiy on September 3, 2012:
We decided, that horizontal scroll would be ok, UX of Organizer area is not so important for the early stage of the project.
Sudhir Kelappan on September 3, 2012:
For the Job Order listing, can you please let us know what are the types of Status for the Status column.
Also for Tasks listing screen too, do we require a Status column?
Victor Metelskiy on September 4, 2012:
Also for Tasks listing screen too, do we require a Status column?
Yes,
Sudhir Kelappan on September 5, 2012:
Regarding the status "In Draft" for both Job status and Task, can you please let us know when this happens.We had initially used In Draft in client interface, when ever a newly created job is saved without submitting.
Similarly"Pending(Awaits Approval), we have already a section called validation, where Organizer needs to either approve/reject Task.
Please find attached screen shot for reference.
Another query from our side, in which scenario does "Paused status" happen?
Victor Metelskiy on September 6, 2012:
Regarding the status "In Draft" for both Job status and Task, can you please let us know when this happens.We had initially used In Draft in client interface, when ever a newly created job is saved without submitting.
Exacly. Job order and tasks are already created and saved somewhere in the system. So, they should have a status "in draft" (created, but not yet posted)
Similarly"Pending(Awaits Approval), we have already a section called validation, where Organizer needs to either approve/reject Task.
Please find attached screen shot for reference.
Yes, pending tasks will be displayed both in validation section and here.
Another query from our side, in which scenario does "Paused status" happen?
When task (job order) was posted once, but paused later (not completed or deleted). It can happen because of lack of money on client's account or because money limit was reached. When client makes a deposit/ sets money limit to a higher amount, task will be "in progress" again.
Denis Slabakov on September 11, 2012:
Victor Metelskiy on September 11, 2012:
Hi Sudhir!
Some of the fields in the lists should be editable. I will mark them with the bold font.
Columns for “Agents” list
1. First name
2. Second name
3. Country
4. City
5. Street
6. House No
7. ZIP Code
8. Date of birth
9. E-mail
10. Mobile telephone
11. Webmoney
12. Yandex Money
13. Qiwi
14. Credit Card
15. Rating
16. Login
17. Amount of uploaded photos
18. Amount of uploaded videos
19. Amount of uploaded audios
20. Amount of answered questions
21. Amount of completed tasks
22. Amount of rejected by client and organizer tasks
23. Time and date of last “online” status
24. Mobile app version
25. Time and date of mobile app download
26. Agent status (active, disabled.)
27. Geoposition log
28. Activity log
29. Amount of correctly completed mini quizzes.
30. Amount of incorrectly completed mini quizzes.
31. Photo of agents face with passport
32. Photo/scan of first passport page
33. Photo/scan of passport page with registration info.
Columns for “Clients” list (Legal entities)
1. Organization
2. About organization
3. Business type
4. Established on
5. Number of employees
6. Country
7. City
8. Street
9. House No
10. ZIP Code
11. Website
12. E-mail
13. Phone
14. Fax
15. Login
16. Amount of money spent
17. Amount of job orders
18. Amount of tasks
19. Amount of completion report rejections
20. Amount of photos received
21. Amount of videos received
22. Amount of answers to questions in questionnaires received
23. Amount of surveys received
24. Amount of cities, where at least one task has been executed
25. Amount of approved Job orders
26. Amount of rejected Job orders
27. Statutory documents (10 files)
Columns for “Clients” list (Individuals)
1. First name
2. Second name
3. Country
4. City
5. Street
6. House No
7. ZIP Code
8. Date of birth
9. E-mail
10. Mobile telephone
11. Login
12. Amount of money spent
13. Amount of job orders
14. Amount of tasks
15. Amount of completion report rejections
16. Amount of photos received
17. Amount of videos received
18. Amount of answers to questions in questionnaires received
19. Amount of surveys received
20. Amount of cities, where at least one task has been executed
21. Amount of approved Job orders
22. Amount of rejected Job orders
23. Photo of client’s face with passport
24. Photo/scan of first passport page
25. Photo/scan of passport page with registration info.
Columns for “Job orders” list
1. Client, that made the job order
2. Job order name
3. Task type
4. Job description
5. Amount of locations
6. Amount of locations completed
7. Amount of locations in progress
8. Amount of locations “not assigned”
9. Posted on: Time and Date
10. Closed: Time and Date
11. Deadline: Time and Date
12. Money spent
13. Status
Columns for “Tasks” list
1. Client, that posted the task2. Job order name
3. Agent
4. Photos made
5. Videos made
6. Audios made
7. Posted on: Time and Date
8. Agent assigned on: Time and Date
9. Completed: Time and Date
10. Status
Sudhir Kelappan on September 14, 2012:
Regarding the editing of fields, in the case of agents is it possible to change the e wallet numbers of the payment systems.Would that be insecure to an Agents privacy.
Also, since the agents will always remain public, is it possible to change their login fields.
These are just thoughts from our side and we wanted to confirm this with you.
Please verify this and let us know.
Victor Metelskiy on September 14, 2012:
Regarding the editing of fields, in the case of agents is it possible to change the e wallet numbers of the payment systems.Would that be insecure to an Agents privacy.
Agree. We will send notification to agent in case, there is some kind of mistake in these fields and agent will correct it himself. Make WM, YM, Qiwi and Credit card nr not editable.
But than these fields have to accept only digits with spaces or other signs. I mean,for instance credit card number is 123456781234. Some agents will write "1234-5678-1234", some "1234 5678 1234". I think, you know how this needs to be handled. Please consider this.
Also, since the agents will always remain public, is it possible to change their login fields.
What do you mean by "will always remain public"?
Sudhir Kelappan on September 14, 2012:
Regarding the second query, what we meant to say was, Agents are always active in their jobs and in that the could change their login ids.