Essilor ±Planner Visits Planner Visits Creator

Version 1.1

1 Description Document Creation Put the files of solution Author Rodrigo Fischer Rodrigo Fischer Confidential •Top Information<Company Name>. 2011 Page 2 .Essilor ± Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1.1 Date: 16/Jun/2011 Revision History Date 10/Jun/2011 16/Jun/2011 Version 1.0 1.1 Version: 1.

4. Description User Interface Prototype Basic Page Flow Alternative Page Flows 4. Confidential •Top Information<Company Name>. 2011 Page 3 .Essilor ± Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1. 3. 2.1 Version: 1.2 Consultant profile Additional Information 4 4 4 6 6 6 6 5.1 Districtal Manager profile 4.1 Date: 16/Jun/2011 Table of Contents 1.

1 Version: 1. pontually or recurrent. create appointments(visit to the customer) in the consulting schedule. 2011 . Description Turn possible to the Consultant or the Districtal Manager. User Interface Prototype Screen in initial state After the µSearch process¶.Essilor ± Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1. Page 4 •Top Information<Company Name>. This name page must be: PVPlannerVisitCreatorStep1. the results will appearbelow of search fields 3.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. 2.1 Date: 16/Jun/2011 Planner Visit Create Page 1. Basic Page Flow The page will be accessed by the link ³Planner Visits ± Accounts´ that will be appear at the links area of user in the Home User Page.

B+. 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 Classificação ABC Categoria da ótica Varilux Especialista Logradouro Bairro Município 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. A-. Conta Óptica Sem Agendamentos Início Fim Classificação ABC Categoria da ótica Varilux Especialista Logradouro Bairro Município UF Referência 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+. B-. C+. Conta Laboratório.Essilor ± Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1.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 .1 Version: 1.1 Date: 16/Jun/2011 Conta Médico.

5.Essilor ± Planner Visit Planner Visit Creator ESS-CREATEPLANNERVISIT-1.2 Consultant profile Whether the page is being accessed by a Consultant. Selecting one Consulting. will be showed the Consultant that will be partof hierarchy.1 Version: 1. the filter will occur by the Consultant logged in the Salesforce. Confidential •Top Information<Company Name>. this must be used as a filter to the records of accounts found. it must have a combo with consultants. On it combo. and the Consulting selected be the Owner of this account. 4.1 Date: 16/Jun/2011 4. when the page is being accessed by the Consultant. Additional Information It is necessary to follow the architecture proposed at the main file of this functionality. filtering the accounts to be shown by the Owner. 2011 Page 6 .1 Districtal Manager profile Whether manager is doing the search. that is the own User logged. Alternative Page Flows The page could be accessed either districtal manager and by the Consultant profiles: 4. Instead of Manager profile that shows the Consultant filter. the Consultant combo won¶t be shown.

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