general
This is a system that allows a general view of projects that the company carries out in the field of roofing, in terms of tasks, raw materials, people, and the progress of execution.
The system should allow management to control and seel everything that happens in the projects, while both the managers and the people in the field – salespeople and project managers, can update the data i.e. add texts, photos, and documents – each according to his permission.
The system will be built for mobile use (look and feel – as close as possible to the look and feel of an app, when working from a mobile phone) and some of the management will work from a computer, so it is necessary that the system is also user-friendly on desktop.
The General Manager of the website – with the highest permission, will be able to add categories to the categories where there are checkboxes and edit them.
structure
The system will be made up of several screens, with each screen having internal tabs that open (similar to what is in the business management interface on the MyCityCard website)
Login screen (there will be no "Registration" option. Management will register users and send them a password)
After login is possible
Without a login, it is not possible to browse the site and a type of cover screen will appear with the company name.
After login will appear
Home screen, where links to additional screens and certain alerts will appear
Specific project screen / sub-task screen (a sub-task screen is basically the same as a specific project screen, simply, if a project is divided into several sub-projects, it is chained from a specific project screen. – This is the main screen around which most activity takes place and other screens are its derivatives.
My Task Screen
Message screen
Equipment screen
Raw materials screen
People screen (employees / suppliers)
Management screens – management
Only management will have access to management screens that will allow a general view with permissions for actions also in records set up by other users.
Management will have a central management screen with buttons / tabs
For all screens of management – option to add new, edit, change and delete
Projects> List of projects – the last one appears first – with the option of sorting by construction dates, deadlines for completion, geographical area by A and B (and there may be more later) Search option by – project manager, project name, address> specific project> subproject
Sorting by open projects, closed projects, archive
Tasks> To-do list (with the project name next to them) – the last one appears first> Option to sort by project, by post-execution, by planned end dates, by construction dates, by project start dates Search option by – task manager, project name, task name, Address
Sort by open tasks, closed tasks, archive
People> List of people – Sort by AB Option to search by name, by company> Contact information including documents, comments and photos related to it
Messages> By dates – the last one appears first> Sort by messages read and those not, Search by names and by projects
Raw materials> List of raw materials (sorted by A and B) Search
Equipment> List of equipment (sorting according to A and B) with type of equipment next to it (tools, vehicles, cranes, etc. – types can be added)
Filter by equipment type, search
Documents and photos> Sorted in chronological order from new to old> Sort by project, by task, by user, by date, search by text in the name of the document or in the comments (you can also search for the sort results)
Classifications – safety, equipment, people, projects, tasks
By adding a document from this screen, you can associate the equipment, the person, the project, the task
Safety> List of safety instructions> Sort by text Option to mark active / inactive
Users> List of users by permissions Option to add a user and assign him a password as well as assign him an authorization type.
General Manager – can do anything – register and delete in each record add users, people, equipment, raw materials
Interim Manager – can see and edit all projects and tasks
Salesman – can create a project and create tasks and edit his projects
field user – can see the projects assigned to him and the tasks of the project. Can create tasks