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Essilor Planner Visits Planner Visits Creator

Version 1.1

Essilor Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1.1

Version: 1.1 Date: 16/Jun/2011

Revision History
Date 10/Jun/2011 16/Jun/2011 Version 1.0 1.1 Description Document Creation Put the files of solution Author Rodrigo Fischer Rodrigo Fischer

Confidential

Top Information<Company Name>, 2011

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Essilor Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1.1

Version: 1.1 Date: 16/Jun/2011

Table of Contents
1. 2. 3. 4. Description User Interface Prototype Basic Page Flow Alternative Page Flows 4.1 Districtal Manager profile 4.2 Consultant profile Additional Information 4 4 4 6 6 6 6

5.

Confidential

Top Information<Company Name>, 2011

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Essilor Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1.1

Version: 1.1 Date: 16/Jun/2011

Planner Visit Create Page


1. Description
Turn possible to the Consultant or the Districtal Manager, create appointments(visit to the customer) in the consulting schedule, pontually or recurrent.

2.

User Interface Prototype

Screen in initial state

After the Search process, the results will appearbelow of search fields

3.

Basic Page Flow

The page will be accessed by the link Planner Visits Accounts that will be appear at the links area of user in the Home User Page. This name page must be: PVPlannerVisitCreatorStep1.page The search will be made using the following fields: Field In Page Nome da Conta Tipo de Registro Confidential Field In Salesforce Name in Account RecordType Data Type Text (100) Picklist Values Conta Hospitais e Clinicas, Page 4

Top Information<Company Name>, 2011

Essilor Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1.1

Version: 1.1 Date: 16/Jun/2011

Conta Mdico, Conta Laboratrio, Conta ptica Sem Agendamentos Incio Fim Classificao ABC Categoria da tica Varilux Especialista Logradouro Bairro Municpio UF Referncia Periodicidade Boolean (Checkbox) Date Date Picklist Picklist Boolean (Checkbox) Texto (137) Texto (40) Texto (40) Picklist Texto (255) Picklist

Classificacao_ABC__c Categoria_da_Optica__c Varilux_Especialista__c Logradouro__c + Numero__c + Complemento__c Bairro__c Municipio__c UF__c Referencia__c Periodicidade__c

A+, A-, B+, B-, C+, C(Todos os valores)

(Todos os valores) (Todos os valores)

It must be considered the fields in the criteria of search: Active = true (active accounts) Status_de_visita__c = true (account available to receive visits) Results Fields: Field In Page Nome da Conta Classificao ABC Categoria da tica Varilux Especialista Logradouro Bairro Municpio UF Periodicidade Field In Salesforce Name de Account Classificacao_ABC__c Categoria_da_Optica__c Varilux_Especialista__c Logradouro__c + Numero__c + Complemento__c Bairro__c Municipio__c UF__c Periodicidade__c Data Type Text (100) Picklist Picklist Boolean (Checkbox) Texto (137) Texto (40) Texto (40) Picklist Picklist

Follow the File Names used in this specification: File Name PVPlannerVisitCreatorStep1.page PVCreateScheduleController PVAccountService PVAccountDAO PVTaskService PVTaskDAO Confidential Top Information<Company Name>, 2011

Type Visual Force Page Controller (Apex Class) Apex Class Apex Class Apex Class Apex Class Page 5

Essilor Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1.1

Version: 1.1 Date: 16/Jun/2011

4.

Alternative Page Flows


The page could be accessed either districtal manager and by the Consultant profiles:

4.1

Districtal Manager profile Whether manager is doing the search, it must have a combo with consultants. On it combo, will be showed the Consultant that will be partof hierarchy.

Selecting one Consulting, this must be used as a filter to the records of accounts found, and the Consulting selected be the Owner of this account.

4.2

Consultant profile Whether the page is being accessed by a Consultant, the Consultant combo wont be shown.

Instead of Manager profile that shows the Consultant filter, when the page is being accessed by the Consultant, the filter will occur by the Consultant logged in the Salesforce, filtering the accounts to be shown by the Owner, that is the own User logged.

5.

Additional Information
It is necessary to follow the architecture proposed at the main file of this functionality.

Confidential

Top Information<Company Name>, 2011

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