mirror of
https://github.com/Karaka-Management/Organization-Guide.git
synced 2026-01-19 08:08:40 +00:00
424 lines
12 KiB
Markdown
424 lines
12 KiB
Markdown
General UI
|
|
- [ ] Selecting multiple elements in lists for actions
|
|
- [ ] Table sorting
|
|
- [ ] Table filtering
|
|
- [ ] Table export in excel and csv
|
|
- [ ] Loads full page on first load
|
|
- [ ] Loads only content on consecutive calls
|
|
- [ ] Loads only data on table filtering, sorting, infinite scroll, pagination
|
|
- [ ] Saves state in local storage on reboot
|
|
- [ ] Suggests to install pwa
|
|
- [ ] Hotkey focus (quickly navigate page with hotkeys)
|
|
- [ ] Accessible
|
|
- [ ] Mobile support
|
|
- [ ] Saved forms befor submit in case of session/internet issues
|
|
|
|
Admin
|
|
- [ ] Create accounts
|
|
- [ ] Create groups
|
|
- [ ] Install modules
|
|
- [ ] Update modules
|
|
- [ ] Find modules
|
|
- [ ] Download modules
|
|
- [ ] Delete modules
|
|
- [ ] Module settings
|
|
- [ ] Allow admin login with account permissions in case of account request
|
|
- [ ] Reset account password
|
|
- [ ] Allow/disallow remote login per account
|
|
|
|
Auditor
|
|
- [ ] Loggings of creates, changes, deletes (optionally also reads)
|
|
- [ ] Total logs
|
|
- [ ] Group specific logs
|
|
- [ ] Account specific logs
|
|
- [ ] Module specific logs
|
|
- [ ] All logs show the differences
|
|
- [ ] Logs by IP
|
|
|
|
Jobs
|
|
- [ ] Create and manage scheduled tasks/jobs
|
|
- [ ] Reporting failed tasks/jobs
|
|
|
|
Exchange
|
|
- [ ] Import data from other software
|
|
- [ ] Export data to other software
|
|
|
|
Organization
|
|
- [ ] Manage units
|
|
- [ ] Manage departments
|
|
- [ ] Manage positions
|
|
- [ ] Organigram
|
|
- [ ] Images for units, departments and positions
|
|
- [ ] Optional automatic group creation for units, departments and positions
|
|
|
|
Dashboard
|
|
- [ ] Default dashboards
|
|
- [ ] Group specific dashboard
|
|
- [ ] Customizable dashboards by users (e.g. elements and order)
|
|
|
|
Profile
|
|
- [ ] Handle visibility for other accounts/groups
|
|
- [ ] Show content from other modules (e.g. media module)
|
|
- [ ] Localization handling (e.g. language, units, number formats, currency, etc.)
|
|
- [ ] Profile information (e.g. mail, birthday, etc.)
|
|
- [ ] Password management
|
|
|
|
Media
|
|
- [ ] Upload media
|
|
- [ ] Pausable media upload
|
|
- [ ] Droppable upload
|
|
- [ ] Media file creation (text, image)
|
|
- [ ] Media changes (text, image)
|
|
- [ ] PDF editor (comments, highlights and simple symbols)
|
|
- [ ] File viewing (text, image, pdf, ppt, word, audio, video)
|
|
- [ ] Virtual directories / collections which can reference files virtually preventing file duplication
|
|
- [ ] Physical directories in media module
|
|
- [ ] Reference to physical directories on the server
|
|
- [ ] Account specific files (also shown in the profile of a user)
|
|
- [ ] Module specific files (also shown in the module)
|
|
- [ ] Drag and drop of already uploaded files / directories (actual moving and creating references)
|
|
- [ ] Copy, Insert, Delete (right mouse click and ctrl+c/v)
|
|
- [ ] Tags for media elements
|
|
|
|
Tasks
|
|
- [ ] Can be assigned to multiple accounts
|
|
- [ ] Can be assigned to multiple groups
|
|
- [ ] Can be CC
|
|
- [ ] Optionally editable
|
|
- [ ] Optionally visible
|
|
- [ ] Optionally none-closable (e.g. only other modules can close the task on action)
|
|
- [ ] Due date or priority
|
|
- [ ] Tags for tasks
|
|
- [ ] Media attachment
|
|
- [ ] Analysis of tasks assigned to oneself
|
|
- [ ] Analysis of tasks created (can be disabled)
|
|
- [ ] Analysis of tasks per group
|
|
- [ ] Analysis of tasks per account
|
|
- [ ] Analysis of tasks per tag
|
|
- [ ] Automatically create tasks
|
|
- [ ] Re-usable task templates can be created
|
|
- [ ] Message/email integration (can be handled via message responses)
|
|
- [ ] Optional Message/email notification
|
|
- [ ] Without connection
|
|
|
|
Ticket
|
|
- [ ] Inform users via email (also external) if wanted
|
|
- [ ] Externals can access the ticket
|
|
- [ ] Different support groups for different problems
|
|
- [ ] Priorities
|
|
- [ ] Tags for tickets
|
|
- [ ] Media attachment
|
|
- [ ] Analysis of tickets assigned to oneself
|
|
- [ ] Analysis of tickets created (can be disabled)
|
|
- [ ] Analysis of tickets per group
|
|
- [ ] Analysis of tickets per account
|
|
- [ ] Analysis of tickets per tag
|
|
- [ ] Message/email integration (can be handled via message responses)
|
|
- [ ] Optional Message/email notification
|
|
- [ ] Without connection
|
|
|
|
Calendar
|
|
- [ ] Recurring events
|
|
- [ ] Module specific calendars (e.g. tasks, events, ...)
|
|
- [ ] Automatic scheduling for shared meetings/events
|
|
- [ ] Event conflict handling
|
|
- [ ] Optional sharing of calendars (readable and editable)
|
|
- [ ] Event tagging
|
|
- [ ] Event coloring
|
|
- [ ] Room management (blocking rooms and handling room conflicts for meetings)
|
|
- [ ] Without connection
|
|
|
|
Messaging
|
|
- [ ] Emails
|
|
- [ ] Layout like emails or like conversations
|
|
- [ ] Internal messages can access other modules and show the content in the mail (e.g. media, events, ...)
|
|
- [ ] Automatic response messages (internal and external)
|
|
- [ ] Spam detection
|
|
- [ ] Asynchronus backround tasks send system messages about their status and link if applicable
|
|
- [ ] Without connection
|
|
|
|
Chat
|
|
- [ ] Single user chat
|
|
- [ ] Group chat
|
|
- [ ] Manual group chat
|
|
- [ ] Chat rooms
|
|
- [ ] Visibility by groups
|
|
- [ ] Contact list
|
|
- [ ] Internal messages can access other modules and show the content in the mail (e.g. media, events, ...)
|
|
|
|
Editor
|
|
- [ ] Create and edit files
|
|
- [ ] Sharing documents with groups and accounts
|
|
- [ ] Saving documents in a directory structure
|
|
- [ ] Tags for documents
|
|
- [ ] Drag and drop of already created files / directories (actual moving and creating references)
|
|
- [ ] Copy, Insert, Delete (right mouse click and ctrl+c/v)
|
|
- [ ] Highlight which user wrote which content
|
|
- [ ] Live colaboration
|
|
- [ ] Versioning which shows who changed what
|
|
- [ ] Multi language support
|
|
- [ ] Multi tab support
|
|
- [ ] Without connection
|
|
|
|
Draw
|
|
- [ ] Create and edit drawing
|
|
- [ ] Export as png, jpg, gif or bmp
|
|
- [ ] Without connection
|
|
|
|
Helper
|
|
- [ ] Templates as basis (= base logic) for individual helpers (e.g. reports)
|
|
- [ ] Standalone templates which don't require additional data
|
|
- [ ] Helpers which use templates (e.g. new report based on new data)
|
|
- [ ] Direct database access
|
|
- [ ] Own sqlite database for templates
|
|
- [ ] Multi-language support
|
|
- [ ] Export as print, pdf, word, ppt, csv possible
|
|
- [ ] Tags for helper/templates
|
|
|
|
News
|
|
- [ ] Create and edit news
|
|
- [ ] Links as "news" for information sharing
|
|
- [ ] Tags for news
|
|
- [ ] Optionally tagging news as featured
|
|
- [ ] Timed news releases
|
|
- [ ] Comment integration
|
|
- [ ] Without connection
|
|
- [ ] Optional Message/email notification
|
|
|
|
Navigation
|
|
- [ ] Multi language
|
|
- [ ] Manual links/endpoint definition
|
|
- [ ] Renaming links
|
|
|
|
Billing
|
|
- [ ] Re-usable templates
|
|
- [ ] Re-usable texts
|
|
- [ ] Types (offer, order confirmation, calculation, delivery note, proforma invoice, invoice, monthly invoice, advance invoice, partial invoice, credit note, invoice correction)
|
|
- [ ] Creating invoices from existing invoices
|
|
- [ ] Warning for unusual articles for a customer
|
|
- [ ] Automatic (best) price selection for customer/article (quantity, customer, association, promotion)
|
|
- [ ] Automatic emailing
|
|
- [ ] Output as pdf, excel, word
|
|
- [ ] Saving pdf in journal
|
|
- [ ] Approval workflow for price changes
|
|
- [ ] Approval workflow for credit limits/new customers
|
|
- [ ] Approval workflow for invoice check (4 eye principle)
|
|
- [ ] Attaching additional information and documents
|
|
- [ ] Creating a collection of all invoices which belong together
|
|
- [ ] Invoices can reference other invoices
|
|
|
|
Purchasing
|
|
- [ ] Re-usable templates
|
|
- [ ] Re-usable texts
|
|
- [ ] Types (order, offer, order confirmation, calculation, delivery note, proforma invoice, invoice, monthly invoice, advance invoice, partial invoice, credit note, invoice correction)
|
|
- [ ] Creating invoices from existing invoices
|
|
- [ ] Warning for unusual articles from a supplier
|
|
- [ ] Automatic (best) price selection for customer/article (quantity, customer, association, promotion)
|
|
- [ ] Automatic emailing
|
|
- [ ] Output as pdf, excel, word
|
|
- [ ] Saving pdf in journal
|
|
- [ ] Approval workflow for price changes
|
|
- [ ] Approval workflow for credit limits/new customers
|
|
- [ ] Approval workflow for invoice check (4 eye principle)
|
|
- [ ] Attaching additional information and documents
|
|
- [ ] Creating a collection of all invoices which belong together
|
|
- [ ] Invoices can reference other invoices
|
|
|
|
Warehousing
|
|
- [ ] Article locations
|
|
- [ ] Article locations based on lot numbers
|
|
- [ ] Label printing incl. datamatrix/bar/qr code
|
|
- [ ] Stock bookings (move from one location to another)
|
|
- [ ] Stock adjustments (e.g. found item, removed item with multiple reasons)
|
|
|
|
Shipping
|
|
- [ ]
|
|
|
|
Stock Taking
|
|
- [ ] Generate counting lists (electronic and printable)
|
|
- [ ]
|
|
|
|
ClientManagement
|
|
- [ ]
|
|
|
|
SupplierManagement
|
|
- [ ]
|
|
|
|
Accounting
|
|
- [ ] Multiple environments (e.g. GAAP, IFRS)
|
|
- [ ] Stock evaluation
|
|
- [ ] Doubtful accounts (single and general)
|
|
- [ ] Automatic accounts payable/receivable asset/liability swap
|
|
- [ ] Timed bookings (e.g. accrual resolution)
|
|
- [ ] Booking templates
|
|
- [ ] Lockable periods
|
|
- [ ] Monthly closing
|
|
- [ ] Annual closing
|
|
- [ ] Custom fiscal year
|
|
|
|
P&L
|
|
- [ ]
|
|
|
|
Balance
|
|
- [ ]
|
|
|
|
AssetManagement
|
|
- [ ]
|
|
|
|
Reporting
|
|
- [ ]
|
|
|
|
Budgeting
|
|
- [ ]
|
|
|
|
RiskManagement
|
|
- [ ]
|
|
|
|
Cashflow
|
|
- [ ]
|
|
|
|
Profitcenter
|
|
- [ ]
|
|
|
|
Presentation
|
|
- [ ]
|
|
|
|
Spreadsheet
|
|
- [ ]
|
|
|
|
Survey
|
|
- [ ] Survey templates
|
|
- [ ] Survey categories
|
|
- [ ] Multiple choice
|
|
- [ ] Input (text, drop down)
|
|
- [ ] Task integration
|
|
- [ ] Publish date
|
|
- [ ] Public / private results
|
|
- [ ] Analsis (response rate, time until completion, responses for different answers, email responses)
|
|
- [ ] Message/email integration (can be handled via message responses)
|
|
- [ ] Optional Message/email notification
|
|
- [ ] Tags for surveys
|
|
- [ ] Without connection
|
|
|
|
Workflows
|
|
- [ ] Re-usable template workflows
|
|
- [ ] User generated workflows (not programming required)
|
|
- [ ] Tags for workflows
|
|
|
|
Kanban
|
|
- [ ] Tags for boards
|
|
- [ ] Tags for cards
|
|
- [ ] Task integration
|
|
- [ ] Event integration
|
|
- [ ] Project integration
|
|
- [ ] Calendar integration
|
|
- [ ] Message integration (everythin is also a message and messages can be linked)
|
|
|
|
Comments
|
|
- [ ] Comment managing
|
|
- [ ] Respond to other comments
|
|
|
|
QA
|
|
- [ ] Tags for QA
|
|
|
|
Knowledgebase
|
|
- [ ] Different wikis
|
|
- [ ] Tags for wikis
|
|
|
|
ProjectManagement
|
|
- [ ] Project calendar
|
|
- [ ] Tags for projects
|
|
- [ ] Kanban integration
|
|
|
|
EventManagement
|
|
- [ ] Event calendar
|
|
- [ ] Tags for events
|
|
|
|
Chart
|
|
- [ ] Bar chart
|
|
- [ ] Bar chart stacked
|
|
- [ ] Column chart
|
|
- [ ] Column chart stacked
|
|
- [ ] Line chart
|
|
- [ ] Area chart
|
|
- [ ] Area chart stacked
|
|
- [ ] Calendar heat map
|
|
- [ ] Gantt chart
|
|
- [ ] BCG matrix
|
|
- [ ] Scatter chart
|
|
- [ ] Mixed charts (e.g. bar+line)
|
|
- [ ] Pie chart
|
|
- [ ] Donut chart
|
|
- [ ] Gouge chart
|
|
- [ ] Pyramid chart
|
|
- [ ] Candlestick chart
|
|
- [ ] Radar chart
|
|
- [ ] Waterfall chart
|
|
- [ ] Bridge chart
|
|
- [ ] Venn diagram
|
|
- [ ] Tree
|
|
- [ ] Flow chart
|
|
- [ ] Tree map
|
|
- [ ] Node/Cluster diagram
|
|
- [ ] Tags for charts
|
|
|
|
Checklist
|
|
- [ ] Re-usable checklist templates
|
|
- [ ] Automatlically create tasks
|
|
- [ ] Track checklist completion based on tasks
|
|
- [ ] Tags for checklists
|
|
- [ ] Automatically create checklists
|
|
|
|
DBEditor
|
|
- [ ] Read the database
|
|
- [ ] Create and edit database queries which can be saved for future reference
|
|
- [ ] Export results as excel, csv or json
|
|
- [ ] Tags for database queries
|
|
|
|
Search
|
|
- [ ] Global internal search
|
|
- [ ] Search within modules
|
|
- [ ] Search within tables on current page
|
|
- [ ] Search within accounts or groups
|
|
- [ ] External search
|
|
|
|
Tag
|
|
- [ ] Multi language
|
|
- [ ] Account specific tags
|
|
- [ ] Global tags
|
|
- [ ] Colored
|
|
- [ ] Merge tags (= combine multiple tags as one tag)
|
|
|
|
CMS
|
|
- [ ] Upload, create, edit, delete all files in an application
|
|
- [ ] Navigation handling
|
|
- [ ] Localization handling
|
|
- [ ] Permission handling
|
|
- [ ] Content handling
|
|
- [ ] Default themes
|
|
|
|
AppBuilder
|
|
- [ ] Build apps / themes (uses json format)
|
|
|
|
Banking
|
|
- [ ] EBICS transfers
|
|
|
|
HumanResourceManagement
|
|
- [ ]
|
|
|
|
HumanResourceTimeManagement
|
|
- [ ] Online time recording
|
|
- [ ] Terminal time recording with bar/qr codes
|
|
- [ ] Terminal time recording with RFID
|
|
- [ ] Terminal time recording with id+pin
|
|
- [ ] Customizable time types
|
|
- [ ] Weekly overview
|
|
- [ ] Monthly overview
|
|
- [ ] Annual overview
|
|
- [ ] Statistics (worked, sick, overtime, late, ... for unit, department and employees)
|
|
- [ ] Showing present & missing employees (= status)
|
|
- [ ] Defining business hours per unit, group, department, employee
|
|
- [ ] Vacation tracking
|
|
- [ ] Vacation request
|
|
- [ ] Time correction request
|