Company & User Management

What Was Delivered

• Fix assessmentCompletedBy issue where it pass a string instead of a user entity

• Remembering function for All projects Can we please enable a remembering function.

1. If I have working on in this image attached 3047 and then save the work and then suddenly realise I forgot to complete an item I want to be able to quickly find the job in the All projects view.
2. Could you list the most recently edited job in the All Projects table so the FTS user knows exactly which job they were just working on.
3. Note: toggling the Updated header does not solve it.

• Predefined Subject lines for Project Notes Problem: Project notes is currently free text entry. This means that users can do things like this: We need to change this so that it’s a dropdown instead. Where users select from a list of options for the subject.

• You will need to create an Entity called “ProjectNoteSubjects”. This will work as a dictionary for the subject selections.

• You will then select all ProejctNoteSubjects using the repository from within the embedded ProjectNoteForm.

• Next you will need to change the field type for Subject and set the Options to the records you get from ProjectNoteSubjects, but the entity should remain as text.

• Record the User who has completed the assessment.

• FTS Client Number should be unique to each company FTS Client Number should be unique to each company: For example:

• The client number 777777 is being used for a project.

• Seeing as the Client Job Number is supposed to be unique, the client job number 777777 will present an error message when it is used again for any Metricon: This number already exists. Please use a unique client job number.

• For AHB divisions, the client number 777777 can be used.

• HOTFIX: Ability for [redacted] and [redacted] to Update Assessment Completed date. This field needs to be editable when the user is [redacted] and [email protected]

• Customer view - ability to filter exports by division Provide Metricon User Rose to filter by Division when exporting data. See image

• Create an [ Assessment Complete ] Action on a project. Create an [ Assessment Complete ] Action on a project. As an FTS user, when viewing a project FTS User portal, display an action buttn next to Save and Delete called Assessment Complete. When this button is clicked, the user is redirected to an endpoint which:

• updates the Project to Assessment Complete

• updates the date for Assessment COmpoleted Date to the current date

• sets the Assesment Completed By field to the current user.

• then redirects back to the original project. ADD A Confirm window so that it doesn’t get accidently triggered.

• Ability to transfer multiple projects from One Customer Contact to another. On the user datagrid:

• Create an action that sasy Transfer to User

• When this is selected, display a dropdown with users.

• Once the aciton is triggered, the user selected from the dropdown is set to is set as the Customer User for all projects that are currently set to the current user record being edited.

Impact

Improved user and company management capabilities, strengthening access control and administrative workflows.