Grouplink Software Project Plan

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Assignments Project
Summary:
Overhaul the assignments creation and selection (on a ticket) mechanisms. An assignment is
comprised of a Technician, at least one (1) and only one (1) of Group, Category, Category
Option, and optionally a location. The total number of assignment combinations that will be
allowed is six (6). They are as follows:
1) Location + CatOpt + Tech 2) CatOpt + Tech
3) Location + Category + Tech 4) Category + Tech
5) Location + Group + Tech 6) Group + Tech

At ticket creation, one or more technicians will appear in the assignment drop-down based on the
following rules:
When the ticket creator has only the role of User; as each of Group, Location, Category and
Category Option are selected, the assignments list is queried to find matches.

Assignments without a location
If matching assignments do NOT contain a location, then every technician that is found for each
assignment created for the respective Group, Category and Category Option is compiled in a list
and presented to the creator for selection.

Assignments with a location
If matching assignments DO contain a location then these assignments override assignments
without a location. In this case, only the assignment with the location is presented to the user
for selection. Furthermore, if multiple location assignments are matched, then the most
granular field overrides. Ie. A category option assignment overrides a category assignment,
category assignment overrides group assignment.

When the ticket creator has the role of technician or manager (or Admin) , the assignment list
presented is divided into two sections; the list that the user would see as the default
assignment list, and all technicians available for the group.

Work Breakdown:
Assignment Creation
1. Present the user with sufficient rights with the ability to create an assignment with a list
of Locations, Groups, Categories, Category Options and Technician (UserRoleGroup)
2. Make location optional
3. Require at least one of Group, Category, Category Option
Grouplink Software Project Plan
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4. Require the technician or UserRoleGroup
5. Remove the existing auto-deletion of assignments
6. Allow for deleting of assignments
Assignment Presentation
1. Rewrite the JSONStoreController method for returning a list of assignments (with
provided criteria) to match the description and rules listed in the summary.


Estimates:
Estimates will be made based on the numbered items above. Any additions must go through
the proper Change Management process with all stake holders signing off on all changes.

Commitment Date: _________________________________________________________

Developer Signature: _________________________________________________________

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Stake Holder Signatures:

Name/Role Signature Date