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Type: Feature Request
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Status: Closed (View Workflow)
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Priority: Major
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Resolution: Completed
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Affects Version/s: None
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Fix Version/s: CFA 2020R2
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Component/s: Transfers
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Labels:
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INF Reference Number:INF-12082
There is no configuration required in order to implement this feature, data is being recorded for information only
User Story
As an Operator performing a transfer, I would like the ability to input notes specific to the transfer.
Note
- There is current functionality that allows a user to enter a reason when Declining/Denying a transfer, this change should leverage that field
- User can enter notes when receiving a transfer
- Notes are displayed in Transfer History
- No changes to the Transfer Export - These new notes will not be sent
Details
As transfers feedback comes in from operators, we're hearing more and more often that operators would like the option to create a note about specific circumstances surrounding the transfer. For example, any details more specific than the generic reason codes provided, or the user who physically received the transfer vs what user is logged into InFORM when the transfer is received into the system. Operators believe a field here will allow them to track their inventory more closely, get to the bottom of any discrepancies, and better track transfer trends in their restaurant.
My idea for this is something like a small "+Note" icon on the transfer bar, which the user can then click and enter any free text notes they choose. This is not data we would want or need to send to the CFA database, so we won't need to include it in the transfer export.
- is implemented by
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CFAMX-6868 Augment/Create Load Tests
- Closed
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CFAMX-6869 Documentation
- Closed
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CFAMX-6870 Transfer Notes - Allow entry of notes when receiving a transfer
- Closed
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CFAMX-7539 Transfer Notes - Display on transfer history
- Closed
- relates to
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CFAMX-9230 Transfers - Add Free Text "Notes" Field - Transfer Summary Report is encountering an error
- Done
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CFAMX-9232 CLONE 2020R2 - Transfers - Add Free Text "Notes" Field - Transfer Summary Report is encountering an error
- Done