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Job Planning & Management Ideas Portal
Status Needs review
Created by Guest
Created on Dec 5, 2018

Job Audit - Ability to filter by user - Improvement

Data Element
Example

Title: Feature - Problem Statement - Status

Job Audit - Ability to filter by user - Improvement

Use Case

The job audit trail can often times be SUPER long. A lot of times, tenants want to be able to view what changes were made by a specific person rather than go through the entire list.

Impacted Persona

Admin, Dispatcher, CSR - 

Feature Business Impact

Customer Time Saved:

  • Office Efficiency - save time from having to search through an entire job audit trail just to see what 1 person did.

Alternative Solutions Offered/Being Used

Current - read through everything

Alt - have the option to filter by user 

  • Attach files
  • Guest
    Reply
    |
    Feb 6, 2019

    The customer I was speaking to was specifically looking to see everything only she did from the office. She suggested it would be nice to also see everything a specific tech did in situations where there were multiple techs on the job or the job took multiple days so they had assigned multiple techs. 

  • Admin
    Areni Mahdessian
    Reply
    |
    Dec 19, 2018

    Actually Stephanie, can you explain this a bit more. In this case, is the user (who is doing the filtering) looking for something specific? Is it "Did Areni dispatch Jody?" or is the question "Who dispatched Jody?" Trying to figure out if the filter should actually be by some sort of action type (Booked, Dispatched, anything Invoice related, anything PO related, etc.)

  • Admin
    Areni Mahdessian
    Reply
    |
    Dec 12, 2018

    This is a really good idea. 

  • +1