WORKSAPP
SOFTWARE RELEASE DOCUMENT
Monthly Release
Worksapp Version 2.1
 Release Date: 04-10-2023
We are pleased to announce the release of our Worksapp
project, a software solution designed to address the needs of
our valuable Worksapp users. This project represents the
culmination of our efforts as a team of 12 over the past week.
ENHANCEMENT’S & NEW FEATURE’S
1.
LEAD BANK
Created bank for leads that have all information of leads stored in it.
2.
LDDR
“Lead Data Distribution Rule” - defined rules (mechanisms) that how to
assign leads to advisor mentioning date (start-end),campaign source(from
which source lead came), leads per day.Moreover, added BCM and
advisor list allowing to view BCM and advisors. Initially leads were auto
assigned to advisors whenever csv file uploaded.
3.
KFI (SPACE, DESIGN, FLOOR, CATEGORY VIEW FILTERS)
Implemented few changes in design like space and added fields for design,
floor, and category. Initially there were spacing issues between fields and
also there was no maintainability e.g. when we have to add filters or more
fields, there was no space where we could add.
4.
ZM RM REPORTS
Our reports section has been upgraded to include Zonal Manager (ZM) and
Regional Manager (RM) reports, in addition to the existing Business Center
Manager (BCM) reports. This update introduces a hierarchical view,
allowing users to access reports based on their positions, sequentially: ZM,
RM, BCM, and advisor, enhancing data accessibility and analysis.
5. USERS -> ACTIVATE/INACTIVATE
Updated a 'Status' field in user profiles, differentiating between 'Active' and
'Inactive' users. When a user departs, the system updates their status to
'Inactive,' and this information is diligently maintained in our database. This
enhancement enhances user management and data integrity within our
system.
6. TEAM HIERARCHY
Our design has undergone enhancements to provide an improved team
display. Previously, all users were listed on a single page. The new design
introduces a tabular view showcasing the hierarchy, with clear divisions for
Zonal Managers (ZM), Regional Managers (RM), Business Center
Managers (BCM), and advisors. This refinement enhances user experience
and hierarchy visibility.
7. SETTINGS MENU
8. TASK DONE SHOOULD DISAPPEAR FROM TDAY AND MOVE TO DONE (NO NOT
DECREASE) ON TOP
Task section has been upgraded for all today tasks. Initially tasks were
remained in “Today” after marking as done. Now Implemented functionality
that when task will be marked as done, it will move to done section.
9. CODE OPTIMIZATION AND BUG REMOVAL.
10. LEADS DATA INFORMATION WERE MISSING
11. BUSINESSACCOUNT CREATION
Added new functionality for creation of business account. Initially there
were no accounts for business people to view the Worksapp. Now business
accounts are created enabling them to view the leads, advisors, clients,
reports (BCM, RM, ZM) and deals.
12. STATISTICS OF USER:
Functionality has been added for display of statistics and performance of
users. When user (BCM,RM,ZM,ADVISOR) logged into their account,
statistics will be displayed that shows total tasks ,done tasks and overdue.
13. PROFILE SECTION:
Profile section has been upgraded to restrict changes into profile. Initially
user was able to edit details but now functionality has been implemented to
restrict the user to add changes to email, CNIC and contact, other changes
they can do.