Planning

Planning Page

The Planning page is the central hub for project management, zone oversight, and team coordination. It provides comprehensive tools for monitoring zone status, managing work sessions, coordinating team members, and performing bulk operations.

Overview

The Planning page serves as the operational center for:

• Zone Management - Monitor and control individual zones
• Team Coordination - Track and manage registered users
• Bulk Operations - Perform actions on multiple zones
• Session Management - Monitor and control work sessions
• Quality Control - Manage flags, blocking, and verification

The Planning page shows the the quick filter and pagination on the top and on the right side the extended filters, option for multiple zone selection and registered users. Zones are shown in the main grid.

The zone cards are interactive and will enable the session management and zone actions.

Mobile Layout

On the mobile layout the main actions filters, option for multiple zone selection and registered users will be on the bottom.

Button Functions:

• Filter Open filter panel overlay
• Users Show registered users panel
• Apps Return to main planning view
• Multi-Actions Toggle multi-selection mode

Mobile Adaptations:

• Full-screen panels - Filters and users take full screen
• Touch-friendly zones - Larger touch targets
• Swipe navigation - Navigate between panels
• Simplified layouts - Essential information only
• Quick actions - Direct access to common operations

Zone Grid Display

Zone Status Colors:

Status	Color	Meaning
Undefined		Ready for scanning
Scan - plan		Ready for scanning
Scan - busy		Currently being scanned
Scan - ready		Scan completed
Verify - plan		Ready for verification
Verify - busy		Currently being verified
Verify - ready		Verification complete
Export - plan		Ready for export
Export - busy		Verification complete
Export - ready		Exported
Blocked		Cannot proceed

Real-Time Features

Live Updates

• Zone status changes reflected immediately
• Session updates show real-time progress
• User availability updates as sessions change
• Filter results update with data changes

Session Management

• Active session tracking - Monitor ongoing work
• Session conflict detection - Prevent overlapping work
• Automatic cleanup - Handle abandoned sessions
• Progress monitoring - Track completion status

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Access Requirements

Basic Access:

• Active Project - Must be assigned to a current project
• Project Registration - Must be registered in the project

Feature-Specific Permissions:

Feature	Description
Zone Session Management	Create/modify work sessions
Zone Blocking	Block/unblock zones
Zone Flags	Manage zone flags
Download checklists	Generate, view and download checklists for one or multiple projects
User Registration	View registered users panel

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Features

Quick Search Functionality:

• Real-time filtering as you type -> supports also partial matches
• Zone code search - Find by identifier (Zone Code)

Pagination Controls:

• Page navigation page size default: 100
• Total count indicator
• Next/Previous navigation
• Direct page jumping

Extended Filters

Note

The filters works as "or" except the flags filter. The flags filter is applied as "and".

If a filter is not selectable it indicates that no zone matching this filter is available.

After applying the filter it indicates that filters are active.

info

All filter categories can be controlled by the Zone List Config in Settings.

Bulk operations

Note

The selection of multiple zones is only enabled when the current user is registered on the project.

Selection Features:

• Click zones to add/remove from selection
• Selection counter showing number of selected zones
• Individual removal from selected zones list
• Visual indicators on selected zones

Available Actions:

Action	Icon	Description
Download checklists		Generate checklists for all selected zones and download as Zip file
Block/Unblock zones		Block/unblock multiple zones
Set zones to scanned		Mark all zones as scanned
Set zones to verified		Mark all zones as verified

Smart Action Availability:

• Context-aware enabling - Actions only available when applicable
• Status validation - Prevents invalid state transitions
• Permission checking - Respects user permissions
• Batch processing - Handles large selections efficiently

Registered Users

Filter Options:

Filter	Description	Use Case
All Users	Show all registered users	General overview
1 Open Session	Users with exactly one active session	Available for assignment
2+ Open Sessions	Users with multiple active sessions	Potential conflicts

User Information:

• Full name and username display
• Current session status
• Availability indicators
• Role and permissions context

Zone Grid Display

Zone Flags Management

Flag	Icon	Description
Re-scanned zone		Verify session is a re-scan session during the zone count verification
Submitted with zone count verification		Verify session is a Zone-count verification
Busy		Session is in busy mode (this is the case while the verify-function and transfromscans-function is running)
Change request reviewed		Zone has reviewed change-request
Empty zone		Zone contains no scan data
Change request without count changes		Zone has change-request without count changes
Change request with count changes		Zone has change-request with count changes which are not reviewed by the team-manager
Session by client		Work session created by external client
Session with auto merged change-request		A user with the project role "Quality Assurance Manager" has submitted a change request on this zone. This request is auto merged.
100%-verification		Marks zone for complete verification
Has remarks		Zone has associated remarks added by a user
Invalid TransformScans		Transformation Scans process failed
Invalid verify function		Zone verification function has errors
Verification needed		Zone requires verification
Deviant zone verification		Zone verification differs from what was expected - related to Verify Zone Count type of verification
Intensive		This is custom flag defined through the Zone List Config in Settings
Question		This is custom flag defined through the Zone List Config in Settings

Zone Information and Action Panel

Information Displayed

• Zone code and description
• Current status and history
• Associated work sessions
• Zone properties (division, flags, etc.)
• Progress and completion details

Available Actions

Action	Icon	Description
Show scans		Redirection to the detailed list of the scans of this zone
Review Change Request		Start the merge process for change-requests with count changes (only available when registered on the project, zone not reviewed change-request with count changes and it hasn't been scanned by the current user)
Download checklist		Generate the PDF list based on the defined configuration
Verify		Start the verification process (only available when registered on the project, zone is in Scan - ready status and it hasn't been scanned by the current user)
Set zone to scanned		Set the zone as scanned (only available when registered on the project and the zone is not blocked)
Set zone to verified		Set the zone as verified (only available when registered on the project, zone is in Scan - ready status and it hasn't been scanned by the current user)
Block/Unblock Zone		Prevent further work or resume work capabaility on this zone
Move Sessions		Transfer this zone's sessions to another zone
Re-evaluate verify function		Execute the code for the verify function as it was defined in the configuration (only available for global roles Super Admin, Admin, Team Admin (of the same team) and User Admin (of the same team) and project role Team Manager (when registered on the project)
Run TransformScans		Execute the code for transforming the scans as it was defined in the configuration (only available for Super Admin)
Assign users to zone		Assign users to the selected zone from the available list

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Review Change Request

When a customer acting as an external-auditor and performs a verify session on a zone and submit the changes, the change is not immediately applied to the inventory data, but stored as a change request. The zone flags indicates if the change request has count changes or not

Change request flags

Flag	Icon	Description
Change request reviewed		Zone has reviewed change-request
Change request without count changes		Zone has change-request without count changes
Change request with count changes		Zone has not reviewed change-request with count changes
Merge change request		Merge session

As a Team-Manager or Area-Manager the change-request can be reviewed and positions be merged or rejected.

Note

The merge process is only available when the zone doesn’t have any merged change requests. . Since the merge is considered as a verification its not allowed to create a merge session from a user which already performed a scan session on this zone.

Process

1. Select the zone with open change request
2. Start the review change request process from the zone actions

3. Accept changes by adding the check mark on the front of each changed position. A change gets rejected by leaving the check mark empty.

   If the position has multiple changes it will be indicated by the "Multiple" button at the count column. The user has to select one of the requested count changes.

As soon the review is submitted with the Done button at the top, a merge session is created and the new values are applied to the inventory data. The Zone will be indicated with the Change request reviewed icon . Also the session gets the merge session icon

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Verify a zone

The Verify mode show a list of all scans of a zone to get verified. The columns and headers of the scan table are configurable by the Scan flow configuration. The Mandatory verifications (positions with red background) are calculated by the verify function

Hader Controls

	Description
Audit quota	Show the percentage of verified positions. Turns to green when the audit quota is fulfilled
Back	Return to the planning page. Keeping the verify session open. All done changes will be discarded
Cancel	Cancel the verify session and return to the planning page. All done changes will be discarded
Done	Submit the changes and finish the verify session. The Audit requirements needs to be fulfilled. Otherwise submitting the verify session will be denied. See Audit Settings

Color Legend

Color	Description
Read	Mandatory verification position
Green	Verified position
Yellow	Shelf marker

Actions

• Verify a position
  • To verify the position click at the check box at the "is verified" column
• Change a scan value
  • To change the count or any other value of the scan click on the count. Every editable field will be underlined
  
• Add new scans
  • At the bottom is the section to add new scans
  
  • Enter the barcode
  • Select a match
  
  • enter the count
  • Click on "ADD"
  

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Move Sessions

It's possible to move sessions from one to another zone.

1. Select a Zone
2. Select the action "Move sessions"
3. Select the zone the sessions should be moved to

Note

"Move sessions" will always move all sessions from one to another zone. It's not possible to only move a selection of sessions

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Assign a user to a zone

The Team-Manager or Area-Manger can assign a user to a zone. This will block the zone for any further actions of other user and will show the assigned zone on the user Android device. To assign a user to a zone follow the process:

1. Select a Zone
2. Select the action "Assign users to zone"
3. Select a user from the registered user
4. Select the type of assignment -> Scan or Verify (only available if the zone is not in "undefined" status)

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Troubleshooting

Planning page not accessible?

• Verify you're assigned to an active project
• Check if you are registered on the project
• Ensure project is not closed
• Contact team admin/manager for access

Zones not showing?

• Check filter settings - may be too restrictive
• Verify project has zones created
• Clear all filters and try again
• Refresh page if data seems stale

Users panel empty?

• Verify you have the appropriate permission
• Check if users are registered in current project
• Ensure project has active team members
• Contact administrator for user management

Multi-actions not working?

• Check you have the appropriate permission
• Verify you're registered in the project
• Ensure project is active
• Select zones before attempting actions

Can't modify flags?

• Verify you have the appropriate permission
• Check if zone is in modifiable state
• Ensure zone is not blocked
• Confirm flag configuration exists

PDF generation failing?

• Check you have the appropriate permission
• Verify zone has necessary data
• Ensure PDF templates are configured through Settings
• Try individual PDF before bulk generation

Mobile interface issues?

• Use bottom navigation bar for panel switching
• Tap zones firmly for selection
• Use swipe gestures for navigation
• Rotate device if layout appears cramped