Organization-Guide/Workfiles/Projects/jingga/Module Features.md

Module Features

This document contains a short overview of planned features and functions for the different modules.

[TOC]

General Modules

Organization

The organization module provides basic structures such as units, departments and positions which are helpful to manage organizations and companies. These structures can be used by other modules for additional more detailed structures and functionalities.

Functionality / Feature	Description
Units	Create units and sub-unites to manage large organizations (e.g. company with multiple subsidiaries)
Departments (Teams)	Allow more detailed structuring of units
Positions	Assign functions and positions to users (job positions/titles)

Ideas (won't exist for a long time)

Functionality / Feature	Description
Organizational chart	Automatically generate a versioned organizational chart

Tag

The tag module provides global and user defined tags which help to categorize content throughout the entire application. Tags make it possible to group information from many different modules under one key word/key phrase (e.g. news article, tasks, media files, contracts, promotions, etc. referencing the same event).

Functionality / Feature	Description
Global tag	Tags which can be used by all users and modules
User defined tag	Users may define their own tags to categorize their private data
Search	Content can be searched by tag name throughout all modules
Structure	Tags can have a custom color, an icon and localizations for different languages

Media

The media module is a important core module since it manages all media files (e.g. images, text files, videos, ...). All modules who deal with files use this module to manage media files.

Functionality / Feature	Description
Upload	Upload media files by Drag&Drop and file selector
Download	Download files and directories (including virtual directories)
Media storage	Show media files in lists similar to an explorer view on an operating system
File preview	Show media content for many file types online (e.g. pdf, images, ...)
Drag and Drop	Drag & Drop file movement similar to local file management
Virtual files	Similar to links to files in other directories to reduce storage needs and to allow referencing the same file
Password protection	Protect files with a user defined password
Encryption	Encrypt files for additional protection (e.g. useful for personnel contracts)
User files	Every user has his own directory in which their files can be stored
Module files	Modules can have their own directory to store module specific files
Local files	Files on the server can get included by referencing the file path or directory path
Remote files	Files available on the web can be included and shown similar to local/uploaded files
Permissions	Files and directories can have permission settings limiting the interaction from different users/groups
Tags	Media files can have tags

Ideas (won't exist for a long time)

Functionality / Feature	Description
Pausable uploads	Uploads can be paused and continued later (e.g. for large files or bad Internet connection)
Online drives	Online drives (e.g. dropbox, google drives, AWS) can be included and shown

Workflows

The workflow module lets an organization define processes which help to standardize work practices, reduce mistakes and help to monitor the progress of these processes. Such workflows can be for example sales approval, quality control, product introduction, ...

Functionality / Feature	Description
Module workflows	Module interactions can trigger functions of other modules based on specific criteria
Custom workflow template	Templates to visualize a process (e.g. progress status and input fields to directly input data required for the workflow)

General Business Modules

Kanban

The kanban module implements a kanban board.

Functionality / Feature	Description
Structure	A kanban board can have multiple columns, each column can have cards and each card can have comments
Board design	Boards can have custom backgrounds (colors or images)
Card design	Cards can have different colors
Card types	Cards can be text (incl. images), tasks, events, calendars, progress status
Media files	Cards and comments can have references to media files
Tags	Boards can have tags

Contract Management

The contract management module handles contracts.

Functionality / Feature
Responsibilities	Define users or user groups who are responsible for certain contracts
Reminder	Send reminders for terminating contracts
Multiple documents	Assign multiple documents and contract versions to a contract
Preview	Preview PDF scans
Categories	Assign contracts to different categories
Contract data	Store and analyze contract data (e.g. costs, earnings, risk protection, ...)
Units	Contracts can be assigned to different units
Accounts	Contracts can be assigned to different accounts (e.g. customer/supplier)

Q&A

The question and answer (Q&A) module lets users create questions which other users can answer.

Functionality / Feature	Description
Voting	Users can vote on questions and answers
Media files	Questions and answers can have media files
Comments	Questions and answers can have comments
Applications	There can be different Q&A applications to separate communities (e.g. employees, customers, specific topics, ...)
Tags	Questions can have tags

Knowledgebase

The knowledgebase module is a place where articles can be published to document process, explain organization structures, explain products, etc. This module is similar to a wiki (e.g. wikipedia).

Functionality / Feature	Description
Categories	Knowledgebase articles can get categorized
Media files	Articles can have media files
Versioned	Articles can have versions
Applications	There can be different knowledgebase applications to separate communities (e.g. employees, customers, ...)
Tags	Articles can have tags

Helper

The helper module lets authorized users upload self-coded scripts which make use of the application functions, application database, external api or whatever you can imagine.

Functionality / Feature	Description
Templates	Helpers always have a base template which provides the core functionality and core resources
Instances	Instances of a helper make use of the base template in combination with new input data and store this output
Standalone templates	Templates can be standalone, which means they don't need a instance which makes use of them
Export templates	Allow different export templates to export the helper output as pdf, word, print, csv or powerpoint
Tags	Scripts can have tags

Examples:

• Business reports (the base template defines how the business report looks like but the instance allows you to upload new data e.g. csv files which then is used to create a new business report)
• Design a newsletter template once with text input fields can be changed to create a new newsletter but always with the same design
• Create a training certificate template for customers for your products once with input fields for the customer name which then can get exported as pdf (or print)

Since you can upload whatever script you want this function should only be given to authorized people (e.g. only administrators).

In order to create such helpers one must be able to program in php.

Checklist

The checklist module lets users create checklists.

Functionality / Feature	Description
Templates	Checklists templates can be defined in the application (task description, allowed input e.g. checkbox, text field etc.).
Instances	Checklists instances can be manually created or automatically at a specific point in time (e.g. monthly)
Media files	Checklists can have media files
Versioned	Checklists are versioned
Export	Checklists can be exported (pdf or printed)
Tasks	Checklists can create tasks (optional) which automatically check off checklists elements upon completion
Instance interaction	Instead of interacting through tasks with the checklists user may also directly interact with the checklist (optional)
Tags	Checklists can have tags

Tasks

The tasks module is for creating and solving tasks/todos. Tasks can be given from users to oneself or other users. Modules can also create tasks (e.g. checklist module, workflow module, ...).

Functionality / Feature	Description
Groups/Accounts	Tasks can be created for groups and single accounts/users (users may also create tasks for themselves)
CC	Tasks can be sent to users by CC allowing them to see the task progression
Priority	Tasks can have different priorities to sort them
Due	Tasks can have a due date
Forward	Tasks can be forwarded to other users/groups (e.g. if someone else should continue with the task)
Analysis	Tasks can be analyzed (amount of tasks created, finished, time needed to solve them, ...)
Media files	Tasks can have media files
Tags	Tasks can have tags

Userspace Modules

Dashboard

The dashboard module provides a customizable front page for the user where information from many modules can be shown (e.g. new tasks, new messages, top news, ...).

Functionality / Feature	Description
Customizable	Users may change which information are displayed and how they are shown

Profile

The profile module handles users who can login into the application and provides a profile page for every user where basic information about this user are shown, the user can change the account settings and some of their data is shown.

Functionality / Feature	Description
User data	Shows user data such as contact details, addresses data, job title, ...
Module data	Modules can add custom information belonging to the user to a profile page (e.g. show media files uploaded by the user)
Account settings	The user can change their account settings (e.g. localization, address, ...)

Ideas (won't exist for a long time)

Functionality / Feature	Description
User defined information	Let the user decide which information should and shouldn't get shown (e.g. hide address but show birthday)

News

The news module is for creating and displaying news articles (for organizational purposes such to employees e.g. company events or for public purposes e.g. news for customers).

Functionality / Feature	Description
Articles	Users can create news articles incl. inline images, videos, media attachments and special elements (events, tasks, ...)
Publish date	Articles can have a publish date on which the article should be shown
Media files	News articles can have media files
Tags	News articles can have tags

Ideas (won't exist for a long time)

Functionality / Feature	Description
Applications	There can be different applications to separate communities (e.g. employees, customers, ...)

Editor

The editor module is for creating text documents for internal purposes (e.g. notes, transcripts, ...).

Functionality / Feature	Description
Markdown	Documents are created from a extended markdown format
Styling tools	Text can be styled by typing markdown or by using the styling tools which perform these tasks in the background
Media files	Documents can have media files
Tags	Documents can have tags

Ideas (won't exist for a long time)

Functionality / Feature	Description
Wysiwyg	A wysiwyg editor like Typora
Inline charts	Allow inline charts (e.g. Mermaid and Toast UI Chart)
Inline math formulas	Allow inline math formulas (e.g. Katex)

Calendar

The calendar module provides a calender for creating and managing events, appointments, meetings, daily tasks, ...

Functionality / Feature	Description
Public/private	Calendar entries can be public or private
User access permissions	Users can be given read and write permissions to a calendar
Multiple layouts	Calendars can have multiple layouts (annual, monthly, weekly and daily)
Calendar comparison	Multiple calendars can be shown and compared at the same time
Scheduling	Events can be schedules across multiple calendars (find and fix conflicts)
Markdown	Calendar entries use markdown for styling
Media files	Calendar entries can have media files
Tags	Calendar entries can have tags
Import	Multiple calendar formats can be imported (outlook, google)

Messages

The editor module is for creating text documents for internal purposes (e.g. notes, transcripts, ...).

Functionality / Feature	Description
Email	Messages can be emails
Rooms	Message rooms can be created where users can join and see all messages (similar to a chat but persistent)
Database archiving	Emails can be archived in the application database
Media files	Documents can have media files
Tags	Messages can have tags

Sales, Purchasing & Warehousing Modules

Client Management

The client management module is for handling client data for companies.

Functionality / Feature	Description
Profile	Client profile view showing customer data
Analysis	Sales analysis (sales, profit, cross selling potential, purchasing behavior, ...)
Accounts	Accounts can be assigned to clients which allows a client to manage its own data to an extend (e.g. download invoices)
References	Create references to other clients/suppliers
Attributes	Custom attributes which can be created and filled (optional or mandatory)

Supplier Management

The supplier management module is for handling supplier data for companies.

Functionality / Feature	Description
Profile	Supplier profile view showing supplier data
Analysis	Purchase analysis (costs, profit with purchased goods, prize increases, purchasing behavior, ...)
Accounts	Accounts can be assigned to suppliers which allows a supplier to manage its own data to an extend
References	Create references to other clients/suppliers
Attributes	Custom attributes which can be created and filled (optional or mandatory)

Item Management

The item management module is for handling item/article data for companies.

Functionality / Feature	Description
Profile	Item profile view showing item data
Analysis	Item analysis (sales, costs, prize increases, purchasing behavior, ...)
Parent items	Parent items allow to share files across child items without duplicating the files (e.g. data sheets)
Part list	Items used by/for this article (e.g. for production)
Machine list	Machines assigned for production/processing
Process list	Create process/production steps to be followed
Lot/SN	Items may have a LOT/SN and version (e.g. for documents)
Garbage	Information about the materials used for the product (e.g. for disposal regulations)
Attributes	Custom attributes which can be created and filled (optional or mandatory)

Warehouse Management

The warehouse management module is for handling stocks for companies.

Functionality / Feature	Description
Stocks	Create and manage different stocks (e.g. main stock, quarantine stock, customer stock, supplier stock, ...)
Stock locations	Create and manage different stock locations (e.g. local storage, external storage)
Shelfs	Shelfs in a stock location
2D warehouse structure	2D image of the warehouse structure with the different shelfs
LOT/SN	Items can have lot numbers or serial numbers or none. A item can have a external and internal LOT/SN.
Track quantities	Items can be tracked by stock amount or defined to have no stock amount (e.g. for services)
Quantity modification	Quantities can be manually changed in addition to invoices/delivery notes.
Picking list generation	Generate picking lists from invoices with optimal walking distances
Picking map	Show walking map for more details (e.g. for new employees who need to see where the shelf is)
Label scanning	Document picking by scanning items (automatically documents and checks the correct item + lot + quantity)
Incoming goods checklist	Check incoming goods by quantity, time, type and quality (e.g. packaging damaged, ...) + customizable checks that need to be done
Incoming documentation	Document incoming goods with images + driver signature
Scan incoming goods	Use supplier label to scan goods
Show free shelf	Show free shelfs where to put incoming goods (optionally show map where to find that shelf)
Incoming documents	Scan all documents attached to the shipment (e.g. delivery note, ...)

Stocktaking Module

The stocktaking module is for performing the stocktaking process.

Functionality / Feature	Description
Counting lists	Print or create digital counting lists based on stock/shelf locations. The digital counting lists allows to input the items and quantities directly in the application (e.g. use a cellphone). You may define further limitations of which items should be part of the stocktaking process (e.g. only articles in a specific product segment, only articles with LOT numbers, ...)
Label scanning	Optionally scan labels during the counting process instead of manually selecting the item and LOT/SN
Analysis	Show significant deviations to the expected result based on custom limits (e.g. quantities, value, product type, ...). Create end of stocktaking analysis of deviations. Show stock movement between stocktaking and a defined date.
Re-counting	Generate re-counting lists (e.g. in case of significant differences)
Random stocktaking	Random item counting lists can be generated with defined parameters (e.g. quantity) for perpetual stocktaking or random tests
Overwrite	Overwrite old stock with stock from stocktaking

Labeling

The labeling module is for creating labels for items, assets, etc.

Functionality / Feature	Description
Label design	Design labels in a drag and drop user interface
Reference fields	Reference existing fields from items or assets to automatically print on the label (e.g. lot number, shelf life time, asset number, ...)
Custom fields	Create custom fields to be filled during the label printing process

Billing

The billing module allows users to create ingoing and outgoing bills (e.g. invoices, delivery notes, ...).

Functionality / Feature	Description
Write bills	Write bills for customers, internal bills for supplier invoices, stock movements, internal uses (e.g. to other departments for profit centers)
Bill types	Create multiple bill types which can have different layouts (e.g. outgoing invoice, delivery note, ...)
Media	Bills can have additional media files attached (e.g. signed contract, phone note, ...)

Purchasing

The purchasing module is for grouping together and providing purchasing activities.

Functionality / Feature	Description
Order suggestion	Create order suggestion based on historic usage and pre-defined parameters (stock value, seasonal usage, minimum quantities, ...)
Item analysis	Purchase price development, out of stock, delivery delay, delivery reliability, order behaviour, total purchase development
Supplier analysis	Purchase price development, out of stock, delivery delay, delivery reliability, order behaviour, total turnover development

Sales

The sales module is for grouping together and providing purchasing activities.

Functionality / Feature	Description
Item analysis	Total, regional, client, sales rep: Sales price development, margin development , sales development, customer count, customer distribution, new customers, lost customers, top customers, potential customers
Client analysis	Total, item/segment: Sales price development, margin development , sales development, item count, item distribution, new items, lost items, top items, potential items

Support / Ticket Management

The support module is for handling support/ticket requests either for internal (e.g. tickets for IT team) or external purposes (e.g. customer support/tickets).

Functionality / Feature	Description
Custom fields	Custom fields for data entry
Custom account info	Custom account fields (e.g. customer has maintenance contract)
Analysis	Person, category: Ticket development, response time, success rate, rating development, time until solved, ticket time
Tasks	The module uses internally the tasks module and therefore provides most of the tasks functionality

Marketing Modules

Promotion Management

The promotion module is for defining and controlling marketing promotions.

Functionality / Feature	Description
Promotion information	Basic promotion information (e.g. promotion code(s), responsible person, promotion description, responsible person, start/end, ...)
Participants	Accounts who participated in the promotion
Milestones/progress	Define milestones (e.g. manual value, based on time, based on tasks, based on earnings)
Budget	Define a budget for costs and earnings
Calendar	Promotions can have a calendar assigned
Tasks	Promotions can have tasks assigend
Kanban	Promotions can have a kanban board assigned
Media	Promotions can have additional media files attached (e.g. signed contract, phone note, ...)
Accounting	Promotions can show costs and earnings through cost objects

Event Management

The event module is for defining and controlling events (e.g. sales events, marketing events, seminars, ...).

Functionality / Feature	Description
Promotion information	Basic event information (e.g. promotion code(s), responsible person, promotion description, responsible person, start/end, ...)
Participants	Accounts who participated in the promotion
Milestones/progress	Define milestones (e.g. manual value, based on time, based on tasks, based on earnings)
Budget	Define a budget for costs and earnings
Calendar	Events can have a calendar assigned
Tasks	Events can have tasks assigend
Kanban	Events can have a kanban board assigned
Media	Events can have additional media files attached (e.g. signed contract, phone note, ...)
Accounting	Events can show costs and earnings through cost objects

QM, R&D and QS Modules

Finance Modules

Administration Modules

Admin

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Jobs

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Exchange

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Monitoring

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Auditor

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