Templates

SPHYRA, much like Schevo, is heavily driven by business use cases, and recently also driven by personal use cases. Either way, everything that has gone into each product has.

Now that the backstory is there to get people up to speed, here is the 'template' idea that I'm elaborating on here mostly for my own remembrance. :)

SPHYRA v1 is has been in use for the last few months to track customers and jobs at a retail computer sales/repair shop. Most recently, the techs have stopped using the work order paper forms used to track progress on jobs, and are now simply printing out the job view in SPHYRA.

Humans forget things; that's why we use machines to run software and store loads of information about all sorts of things :)

One of the things that a human could forget in this case would be specific steps involved in a task such as routine Windows XP maintenance (virus scan, anti-spyware, registry fixes, driver updates, etc.)

To make this easier for the techs, we'll add a feature to SPHYRA where an item tagged "template" would be available to quickly create a new item. For instance, a job might be named "Windows XP Maintenance", tagged "job template winxp", and have a todo list with the tasks listed above, some links to commonly-used resources, and so on. SPHYRA copies the information associated with the template to the new job, remove the "template" tag, and the user proceeds with editing the new job.