Scenario - bxp and managing work - Revision history

Meabh Landers at 12:48, 10 February 2021

2021-02-10T12:48:39Z

Meabh Landers at 12:38, 10 February 2021

2021-02-10T12:38:36Z

Philip Lacey at 09:40, 21 August 2015

2015-08-21T09:40:53Z

Philip Lacey at 10:30, 4 May 2015

2015-05-04T10:30:30Z

Philip Lacey at 09:52, 21 April 2015

2015-04-21T09:52:34Z

Philip Lacey at 16:41, 20 April 2015

2015-04-20T16:41:25Z

Philip Lacey at 16:38, 20 April 2015

2015-04-20T16:38:04Z

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Philip Lacey: Created page with "= Work types = == Intro == There are different types of work logged and managed through Business Express from “I must remember to pick up milk on the way home”, throug..."

2015-04-20T16:34:55Z

Created page with "= Work types = == Intro == There are different types of work logged and managed through Business Express from “I must remember to pick up milk on the way home”, throug..."

New page

= Work types =

== Intro ==

There are different types of work logged and managed through Business Express from “I must remember to pick up milk on the way home”, through to “Project - Phase 2”. There needs to be a classification and qualification of work to facilitate all levels and types.

== Differentiation - Time ==

Within work one primary differentiator is time
Reminder (A reminder)
Short (1 to 30 mins of work)
Medium (1 to 4 hours of work)
Long (4 to 40 hours of work)
Objective (40+ hours of work)

For this reason, different tools are required to manage these different items. To best show how to manage these items, we use tools within BeX.
Reminder – Reminder / To do
Short – Listee
Medium – Job
Long – Ticket
Objective – Project

The default wording will be different from company to company.

== Differentiation - Dependence ==

Work items may / may not rely on events and other work having occurred. Sequencing of items is a critical factor in the ability to execute work

== Differentiation - Recurrence ==

The next differentiator is a once off job vs. a recurring task. “Fix a window” Vs. “Monthly security checks” require completely different management.

== Differentiation - Reporting ==

The primary challenge for business is effectively delivering and managing work. Whether work items are displayed as lists or visually the more appropriate the display the more effective the management.

= BeX framework for interaction =

== Diagram Key ==

• Blue cylinders are BeX forms done through Form Management
• Red cylinders are BeX projects managed through Project Management
• Orange cylinders are BeX reminders managed through Reminders
• Green cylinders are BeX listees management through Lister

== Primary Elements ==

Within BeX there is the concept of a Project. A project can be tied to many items. A project has many fields for various purposes

Usually a project is done for a client or internal department. As these concepts are diverse there is no centralised concept. It is possible to build a form called “Company”. The “Company” form contains Clients, Suppliers, Prospects. Internal departments can be treated as companies.

Linked to the “Company” form is a “Client” form. These are the people who work in those “Companies”.
It is possible to link the Project to a Company. This then begins to construct a framework for reporting.

For any given piece of work done by a company there are a number of concepts which should be universal.

Work is done in a personal capacity or it is required to be done for someone else. If it is someone else then it should be reportable as to who that work is for and all associated actions and ultimately costs.

== Types of work ==

Short pieces of work can be reminders to do something, or short once off tasks. “Copy a page”, “Create a user”, “Empty the dishwasher”. The work is of no time.

Up to 30 minutes of activity is generally never recorded by anyone. These types of work are exceptionally difficult to manage given their small nature and also are considered “free” work when requested by a client yet cumulatively are very costly.

So a “Job” is an item of work done for someone else. A Job is an item of work taking slightly longer to do and significant enough to measure on a working day. The nature of a job is atomic but may need to be sequential.

If there is a collection of Jobs to be done in potentially a specific order this is referred to as a “Ticket”. A Ticket may only have one Job or many Jobs.

== Connecting the Work and the Elements ==

Building forms for Ticket and Job allow for customisation of the layout of a work type.
BeX provides an existing “Reminder” engine but Reminders are not structured and not linked and therefore reporting from them is not practical.

The item challenge is the missing short work items. For this reason Lister was introduced. Items can be added to lister and lister has the ability to integrate with numerous other items.

= Operation =

== Overview ==

The operation of the BeX platform to deliver the different work types varies greatly. The primary suggested approaches of operation now are detailed as:

• Reminder Reminders
• Short Lister
• Medium Cross Linked Form
• Long Form
• Objective Project

Work is then linked for Lister, Jobs, Tickets and Projects back to Companies and requesting Contacts

== Reminder ==

This is self-contained within the existing Reminder engine. [[Reminders]]

== Lister ==

Under construction

== Jobs - Cross Linked Form ==

This is a custom form

Type Field Name
Section Group Parent Details
Generic Area Parent Details
Generic Area Parent Buttons
Section Group Ticket Details
Text Box Job Title
Campaign Listing Parent Ticket
Campaign Search Requested By
Date Box Due Date
Text Area Description Of Request
Section Group Work Details
Staff Job Assigned To
List - Menu Job Status
Text Box Hours Spent
Section Group Testing Section
Staff Testing Completed By
True - False Did the request pass the testing
Text Area Notes on the testing
Text Box Hidden - Record Status
Text Box Hidden - Name of user

== Tickets - Form ==

This is a custom form

Type Field Name
Generic Area Quick Ticket Addition
Section Header Primary Ticket Details
Generic Area Company Live Search
Campaign Search Client
Title Block Individual
Title Block Individual
Title Block Individual
Title Block Individual
Campaign Search Contact Search
Text Box Subject
Text Area Description
Text Area Contact Details
Yes - No Is work complete?
Section Group Group - Email Details
BEmail Block BEmail Block - workqueue@allnone.ie
BEmail Block BEmail Block - workqueue@allnone.ie
BEmail Block BEmail Block - workqueue@allnone.ie
BEmail Block BEmail Block - workqueue@allnone.ie
BEmail Block BEmail Block - workqueue@allnone.ie
BEmail Block BEmail Block - workqueue@allnone.ie
Section Group Group - Ticket Classification
List - Menu Department
List - Menu Urgency Level
1 to 100 Guesstimated Time
Date Box Required by?
Date Box Estimated Start Date
Date Box Start Time/Date

Section Group Group - Project Details
Yes - No Project - Long term
Text Box Project - Name
Text Area Initial Requirements
Text Area Analysis
Text Area Project Spec
Section Group Group - Billing Requirements
Yes - No PO / Payment Approved
Text Box PO Number
List - Menu Approved by
Title Block Authoriser
Title Block Authoriser
Title Block Authoriser
Title Block Authoriser
Section Group Group - Operations Delivery
Generic Area Job Listing
Staff Ticket Owner
1 to 100 Hours completed to date
Yes - No Was custom javascript used?
Text Area Work Description
List - Menu Was appropriate Personal Trainer Video available?
Yes - No Was appropriate Wixi available?
Section Group Group - 12 Quality - Quality Phase
List - Menu Quality done by
Date Box Quality completed on
Text Area Quality notes and feedback
Section Group Group - 05 Back Office - Billing
Text Box Invoice
List - Menu Ticket Duration from Time and Working Hour
Text Box Amount
Yes - No Paid

== Project ==

A project is a concept title to which things can be attached.

There are various modules within BeX which link to a Project.

For a project itself there are a number of key fields used by different elements of the system.

• Id
• Name
• Description
• Location
• Start
• End
• Show Price
• Show Proposal Price
• Show Priority
• Show Issue Time Frame
• Preassigned
• Preassigned To
• Show Proposed Working Time
• Show Actual Working Time
• Show Customer Products
• Prevent By Warranty
• On Project Close Notify
• General Or Customer
• Mail Account Id
• Team Id

The project management module suite consists of

• Project Management
• Lister
• Expenses / Bill Management
• Holiday Management
• Human Resource Management
• Meeting Management
• Private Messaging
• Purchase Order
• Time Tracker

= Reporting =

To be expanded.

[[Category:Scenario]]

@@ Line 26: / Line 26: @@
-For this reason, different tools are required to manage these different items.  To best show how to manage these items, we use tools within BeX.
+For this reason, different tools are required to manage these different items.  To best show how to manage these items, we use tools within BXP.
 * Reminder		– Reminder / To do
 * Short 		– Listee

@@ Line 12: / Line 12: @@
-There are different types of work logged and managed through Business Express from “I must remember to pick up milk on the way home”, through to “Project - Phase 2”.  There needs to be a classification and qualification of work to facilitate all levels and types.
+There are different types of work logged and managed through BXP from “I must remember to pick up milk on the way home”, through to “Project - Phase 2”.  There needs to be a classification and qualification of work to facilitate all levels and types.
@@ Line 59: / Line 59: @@
-= BeX framework for interaction =
+= BXP framework for interaction =
@@ Line 256: / Line 256: @@
 A project is a concept title to which things can be attached.
-There are various modules within BeX which link to a Project.
+There are various modules within BXP which link to a Project.
 For a project itself there are a number of key fields used by different elements of the system.

← Older revision		Revision as of 09:40, 21 August 2015
Line 1:		Line 1:
		+	= Warning =
		+
		+
		+	This scenario is incomplete and is a "Work in Progress" with a number of our partners. This document serves as a discussion point only.
		+
		+
		+
	= Work types =		= Work types =

← Older revision		Revision as of 10:30, 4 May 2015
Line 294:		Line 294:


−	[[Category:~~Scenario~~]]	+	[[Category:Topic:Scenarios]]

@@ Line 11: / Line 11: @@
-Within work one primary differentiator is time
+Within each work item, one primary differentiator is time
 * Reminder 		(A reminder)
-* Short 			(1 to 30 mins of work)
+* Short 		(1 to 30 mins of work)
 * Medium 		(1 to 4 hours of work)
 * Long 			(4 to 40 hours of work)
@@ Line 21: / Line 21: @@
 For this reason, different tools are required to manage these different items.  To best show how to manage these items, we use tools within BeX.
 * Reminder		– Reminder / To do
-* Short 			– Listee
+* Short 		– Listee
 * Medium 		– Job
 * Long 			– Ticket
@@ Line 34: / Line 34: @@
-Work items may / may not rely on events and other work having occurred.  Sequencing of items is a critical factor in the ability to execute work
+Work items may / may not rely on events and other work having occurred.  Sequencing of items is a critical factor in the ability to execute work.
@@ Line 41: / Line 41: @@
-The next differentiator is a once off job vs. a recurring task.  “Fix a window” Vs. “Monthly security checks” require completely different management.
+The next differentiator is a once off job vs. a recurring task.  “Fix a window” Vs. “Monthly security checks” require a completely different approach from a management perspective.
@@ Line 48: / Line 48: @@
-The primary challenge for business is effectively delivering and managing work.  Whether work items are displayed as lists or visually the more appropriate the display the more effective the management.
+The primary challenge for business is effectively delivering and managing work.  Whether work items are displayed as lists or diagrams, the more appropriate the display the more effective the management.
@@ Line 57: / Line 57: @@
 == Diagram Key ==
-* Blue cylinders are BeX forms done through Form Management
+* Blue cylinders are bxp forms done through Form Management
-* Red cylinders are BeX projects managed through Project Management
+* Red cylinders are bxp projects managed through Project Management
-* Orange cylinders are BeX reminders managed through Reminders
+* Orange cylinders are bxp reminders managed through Reminders
-* Green cylinders are BeX listees management through Lister
+* Green cylinders are bxp listees management through Lister
@@ Line 66: / Line 66: @@
-Within BeX there is the concept of a Project.  A project can be tied to many items.  A project has many fields for various purposes
+Within bxp there is the concept of a Project.  A project can be tied to many items.  A project has many fields for various purposes.
-Usually a project is done for a client or internal department.  As these concepts are diverse there is no centralised concept.  It is possible to build a form called “Company”.  The “Company” form contains Clients, Suppliers, Prospects.  Internal departments can be treated as companies.
+Usually a project is actioned for a client or internal department.  As these concepts are diverse there is no centralised concept.  It is possible to build a form called “Company”.  The “Company” form contains Clients, Suppliers, Prospects.  Internal departments can be treated as companies.
@@ Line 82: / Line 82: @@
-Work is done in a personal capacity or it is required to be done for someone else.  If it is someone else then it should be reportable as to who that work is for and all associated actions and ultimately costs.
+Work is done in a personal capacity or it is required to be done for someone else.  If it is someone else, then it should be reportable for that person including all associated actions, and ultimately costs.
@@ Line 89: / Line 89: @@
-Short pieces of work can be reminders to do something, or short once off tasks. “Copy a page”, “Create a user”, “Empty the dishwasher”.  The work is of no time.
+Short pieces of work can be reminders, or short once off tasks. “Copy a page”, “Create a user”, “Empty the dishwasher”.  The work is of no significant time.
@@ Line 105: / Line 105: @@
-Building forms for Ticket and Job allow for customisation of the layout of a work type.
+Building forms for Tickets and Jobs allows for customisation of the layout of a work type.
-BeX provides an existing “Reminder” engine but Reminders are not structured and not linked and therefore reporting from them is not practical.
+bxp provides an existing “Reminder” engine, but Reminders are not structured and not linked, and therefore reporting from them is not practical.
@@ Line 112: / Line 112: @@
-The item challenge is the missing short work items.  For this reason Lister was introduced.  Items can be added to lister and lister has the ability to integrate with numerous other items.
+The challenge is missing short work items.  For this reason Lister was introduced.  Items can be added to Lister which has the ability to integrate with numerous other items.
@@ Line 124: / Line 124: @@
-The operation of the BeX platform to deliver the different work types varies greatly.  The primary suggested approaches of operation now are detailed as:
+The operation of the bxp platform to deliver the different work types varies greatly.  The primary suggested approaches of operation are detailed as:
 * Reminder 		Reminders
-* Short 			Lister
+* Short 		Lister
 * Medium 		Cross Linked Form
 * Long 			Form
@@ Line 133: / Line 133: @@
-Work is then linked for Lister, Jobs, Tickets and Projects back to Companies and requesting Contacts
+Work is then linked for Lister, Jobs, Tickets and Projects, back to Companies, and requesting Contacts

@@ Line 74: / Line 74: @@
 Linked to the “Company” form is a “Client” form.  These are the people who work in those “Companies”.
 It is possible to link the Project to a Company.  This then begins to construct a framework for reporting.
-−
 For any given piece of work done by a company there are a number of concepts which should be universal.
@@ Line 104: / Line 107: @@
 Building forms for Ticket and Job allow for customisation of the layout of a work type.
 BeX provides an existing “Reminder” engine but Reminders are not structured and not linked and therefore reporting from them is not practical.
 The item challenge is the missing short work items.  For this reason Lister was introduced.  Items can be added to lister and lister has the ability to integrate with numerous other items.