kervin/proj — Issue #7: The flagging engine (to be given top priority)
Author: kervin
Created: 2012-02-03 18:12:49+00:00
State: open

This is the scenario that I have done as a test :-
Created a account called Kilburn Account 1 – Primary Round Kilburn + Secondary Round Test 1
Both rounds have a call cycle of 3 (Meaning they are due every 3 weeks from their respective call cycle start week)
Kilburn starts week4 and Test 1 starts week5 – Both being served on Mondays.

I have run an call entry and requested next flagging day to be a Rep for the Secondary Round, ie Test1 – which the system has correctly greyed out.

Now, these are the issues –
1. Kilburn as a round should not be showing every Monday. It’s call cycle is 3 and because its cycle starts on week 4, it would be showing on Mondays for wk4, wk7, wk10, etc.

2. With the above scenario, when I selected the next flagging day for Kilburn Account 1 to be when round Test1 is due, then Kilburn Account 1 should show under Test1 wk5 and under neither of the future Kilburn nor Test1 rounds as it has not been Flagged by the user for any future due days apart from that one particular instance. What I mean by this is that for argument sake let’s just assume Kilburn round would have been due Monday Wk6, Kilburn Account 1 would not be showing under that round as an flagging ACTION would need yet be registered by the end of day Monday WK5 under the Test1 round.

3. Also, we have overlooked auto-flagging. This should be enabled so as at GMT+0, all accounts for the day that have had no action taken, ie Order Received or Not received, should be automatically reflagged to any one of THEIR rounds whichever is the closest in time. With that in mind, if we are today Wednesday Wk5, all entries for Monday and Tuesday Wk5 and obviously ALL of Wk4 should be greyed out.

4. Other notes in regards to the flagging is that when a new account is created, it should obviously have nothing in the Action field until it is flagged, which in turn gives it either the ‘Outgoing Call’ or ‘Rep’ Action icon as per the user’s selection. This selection should be carried forward in all cases (ie There is an auto-reflag due to no action taken ‘Order Received’ or ‘Not Received’, or the administrator has decided to move the account to a different round, etc. The same principle applies to account status. A new account will start with a green status until it is flagged and an action is taken and the status changes accordingly. The last account status is carried forward for changes in the account/round settings (E.g. The administrator decides to set a new starting week number of a particular round, the account is associated to a different round, etc)

5. A No Order Received selection should bring up an exact window as an Order Received, with the exception that the title would be ‘NO ORDER RECEIVED’ in Red, replace Sales Comment by Comment only and Remove Value £. You need this in place so the user can choose when to reflag the account.

6. We have to limit the selection of service days to one both for the Normal Rounds and the accounts that have Special rounds. I can see complications and more codes!! if we allow multiple selection. I will try to convince the customer out of it..