Document Management

What Was Delivered

• FACADE EXPLORER Make space for a snippet of the front facade (see also innovation backlog lane) Add ability to add a facade image to a project entity:

• Edit project allows for the image to changed.

• They should be able to copy and paste it from clipboard.

• Also, they should be able to upload a file using file upload interface.

• The file should not be bigger than 5MB Additional notes below:

• The facade image attached is what we would want to expose - this facade is from job 753250 - LOT 807 (23) GUINEA ROAD OFFICER 3809.

• Intention is to then map all projects in FTS platform onto Metro Maps (we have a subscription) via a pin.

• Then tell us when we are adding a new project IF the new project is within 500m of an existing project in our database.

• Develop Preview window for document in Document tab as per image?

• PREVENT CUSTOMER ADDING DUPLICATE PROJECTS Example in Image.

1. Customer is Lazy and won’t check before uploading
2. Solution - stop them being able to add duplicate jobs based on job numbers and flag a warning in their window please.

• Auto popup category and subcategory selection modal on a project document, after documents are uploaded / click + dragged. Auto popup category and subcategory selection modal on a project document, after documents are uploaded / click + dragged.

• Document upload should be able to detect what the documents is when uploaded this will save time sorting out each document Here’s a Spreadsheet with the filenames and Category and Subcategory assignments. https://docs.google.com/spreadsheets/d/1Or7RiJOquZTA8NJ_yNSlKImciqfWSak9_l0pdu3iQfs/edit?gid=0#gid=0 The Category / Type for the document will be automatically set based on this matrix. For subactegories, you just need to add a hypen fater the filename with the subcategory name. For example: FTS Purchase Order - General.pdf this will auto assign General subcategory for FTS Purchase Order category. The name matching is very strict. If the names do not match, (for example if a hyphen is not entered, or a filename is misspelt, then it will not detect it and auto assign).

• HOTFIX: Can we add a 'DELETE SELECTED' function to the Doc Actions please We still experience the old jobs in October where the documents are jumbled so we would save 5+ mins having this capability.

• Remove document trash icon for customer

• Create a Document Action which allows FTS users to update documents in a modal Update the Update Selected function to display a datagrid of documents instead with the following fields:

• File name. (original name from entity - text only).

• Type / Category (dropdown).

• Subcategory (dropdown).

• Status. (dropdown). When the user updates this, it will update all of the documents listed.

• Document delete issue

• Document form update

• DOCUMENT VERSIONING: Take subcategories into consideration when calculating if a document being updated is already existing in the project DOCUMENT VERSIONING: Take subcategories into consideration when calculating if a document being updated is already existing in the project Currently, we’re only determining that a document is a previous version if there is a document that has the same category as the one being set. We need to change this so that it also checks to see if the category + subcategory are a match before identifying it as a previous version.

Impact

Improved document handling and version control, reducing manual effort and minimising processing errors.