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Comment: working on iOS notes; 13 remaining. Then start WinApp descriptions


iOS App 

The following new features and improvements have been made to the NorthStar Order Entry app on iOS.

DONE:  first - BISCDONE doc 

N/A

DISCUSS WITH TONY; NOPE 
Receipt printing - takes an HTML document and creates an image/PNG/JPG out of the HTML document, which can be printed. N/A
Feature AreaDescriptionDocumentation Reference
App Support

Allow CBS Support to to remotely connect to a site's iPad via Bomgar

Bomgar Remote Support via iPad
Banks/Drops

The banks and drops feature enables sites to set cash threshold limits for cash drawers; when cash limit is met, management is prompted to pull cash from drawers and record the amount pulled. Includes: 

  • Add early warning functionality when a cash drawer approaches the cash drawer limit
  • Allow input of starting bank amount and cash skim amount
  • Implement job permission for Banks/Drops button access
  • Revise limit warning messages 
  • Cashout and finalizing a drawer resets banks/drops amounts for that drawer
  • Audit Log (ECM) - Display when drawer cash limit met or exceeded

Banks/Drops User Guide

Cheetah

Cheetah Digital is a loyalty program and coupon service. Customers sign up on Cheetah's website and can receive rewards based on spend activity on NorthStar. Includes: 

  • Highlight Surprise and Delight rewards (Cheetah Digital)
  • Show attached customer’s current loyalty tier
  • When reward is set to exclusive and only 1 can be applied, allow reward to be applied to only 1 item on the redeem screen.
  • Display Cheetah Digital rewards

Payment#CheetahDigital-Loyalty

External Code & External Code 2


Dispatch

The dispatch dashboard is a web application that offers an above-store view of orders and communication with customers. It can be used to view and manage online/phone orders for delivery and pickup or orders from any area of the site configured to use dispatch dashboard.

  • Allow access to Dispatch Dashboard
  • Add Kitchen status to Dispatch Check when any item on the check is submitted to kitchen
  • Windows App: Allow access to Dispatch Dashboard from app (Username dropdown menu)

Dispatch Dashboard User Guide

Hourly Sales/DSRUpdate the application DSR Report to display Sold and Advance (sent and unsent) sales data.

Daily Sales Report (App)


Hourly Sales/DSRUpdate the application Hourly Sales Report  to display all hours and sales/labor grid

Hourly Sales and Labor Report (App)

iDynamo 6Allow iDynamo 6 contactless payment

Contactless payment - iDynamo 6

Payment processing

Quick Chip: Allow for "Insert Anytime" of credit card on PAX devices through EMV Quick Chip to speed up the check payment process. The customer can insert the credit card and it will be captured before the cashier completes processing the check.

Using "Insert Anytime" on PAX card reader (Quick Chip)

ReportsPush payment devices' serial numbers to the cloud

World View

Shift4 Credit CardsCreate new payment processor adapter for Shift4 integration

Online Ordering 

Text Loyalty

This optional feature allows staff to text guests a link to join the company's loyalty/reward program. Includes: 

  • Display or hide "Text to join loyalty" button based on ECM configuration
  • Display a popup view for mobile number entry
  • Create a web service that sends out a text message to the entered mobile number

Text guest to join loyalty program


Text NS Pay

Improvements to the Text to Pay feature

  • Enable text to pay button when orders are not yet added to a check. 

  • After successful text sent from guest identifier screen, the guest identifier closes and returns to Location manager or resets the orders and remains on ordering, based on settings.

Text to Pay

TruCommerceNorthStar integrates to TruCommerce to pull menu items and their barcodes into our system; items are not required to be set up individually in the ECM portal. When a barcode is scanned the items are added to the order. 

/wiki/spaces/ORDERENTRY/pages/2480406529 

IN PROGRESSUXUXiOS App: Synergy -

Loyalty program

  • Allow customer to provide date of birth during
registrationDONE
  • new member registration 

Customer Loyalty/Redeem Member Rewards

QUESTION TO ERIC: DOES DOB ONLY APPEAR IF LOYALTY PROVIDER IS SYNERGY? OR IS DOB FOR ALL PROVIDERS? 
Reply from Eric: Checked code; apples to all. Adding to ticket info. 

Print loyalty rewards information automatically on the guest receipt (PFC) (Rewards Summary)

Other Print loyalty rewards summary information on the guest receipt 

Receipts - General


(APP)

Drive Thru

sends

  • Send order on submit (Set by
Area 
  • Area) 

DONE

Drive Thru Order Workflow

ECM part done Add an Area DONE 

TONY - Description is only for ECM; what was done on App? Also, Art comment says Send Now should not park the session in Drive Thru but QA PoT shows it DOES park the session in DT. Conflict. 

ACD - Display removed components on ACD (BISC)

Confirmed with Alex that this is only for default components. Description doesn't specify. 
DONE  


Advanced Customer Display 

  • Show default components removed from order on customer display
  • Do not display screen saver on customer displays during ordering, check review or payment process 

Advanced Customer Display (iPad as a Customer DisplayAdd screenshots from ticket showing removed components on staff device and ACD. 



Advance Orders

:

  • Send advance orders automatically to the kitchen
. 

PER TONY -  ADVANCE ORDER DOESN"T SHOW ON ADVANCE ORDER SEARCH; IT SHOWS ON TAKEOUT ORDER SEARCH ON PICK UP DATE. 

DONE

Advance Orders

  • In Summary, add that advance orders are sent to the kitchen on the date/time scheduled. UPDATED
  • Update screenshots of app as needed - UPDATED
  • on date/time scheduled 

Advance Orders


App - Auto Combo - Best value combo discount method (BISC)

DONE - Pending responses from Angel/Art B - NO RESPONSE SINCE TUES. NOV. 30. B 

NEW DOC: Combo: Auto combo (Best value discount)

Outstanding questions to Angel/Art B -

  • Is description correct? Says WIP DRAFT
  • Qualifier price rule does not apply to Auto combo setting (no ticket). Per description, it uses higher price automatically.  
  • Qualifier price rule added on " 
    Jira Legacy
    serverSystem JIRA
    serverId84b2621d-c392-375f-9c64-d5087fa43495
    keyOE-13657
     for setting Auto combo when scanned
APP -

Guest Identifier

  • Allow guest identifier
  • pop-up to display first 
  • Change "Person" label to "Shirt" label 
  • Control guest identifier speed screens by area
  • Add icons for guest identifiers

Guest Identifier Speed Screen 


Also do something (question) with 2017

doc Guest Identifier

APP - Guest Identifier Icons - Change "Person" label to "Shirt" label (BISC)DONE
Guest Identifier Speed Screen already updated with new screenshots		APP - Guest Identifier Speed screens are controlled by areaDONEAPP - Guest Identifiers has icons (BISC)DONEApp- Add Icon for area description - ToGo.com - FRESH TECH

DONE

Add an Area

Specific icons not listed by design due to upkeep. 

BISC - Advanced Customer Display - Screen Saver appears during ordering process

DONE

Advanced Customer Display (iPad as a Customer Display)

CC Pre-Auth: When user tap Start Tab it should display the CC Pre-Auth

DONE

Start Tab - Credit Card Pre-authorization

Check search: Add ability to see closed checks when attached to a drive thru (TRCH)

DONE

Drive Thru Order Workflow

Drive Thru Checks: Add a new filter called "All" that displays all Drive Thru checks regardless of its status and make it the default selected filter

DONE

Drive Thru Order Workflow

ECM Reports: Display and round at N decimal places for time records. 

DONE

Employee Reports

Guest Facing: "Place my order" should be disabled if there are no items to send to kitchenFULL REWRITE/NEW DOC - Significant LOE
Guest Identifier: Numpad for entering mobile number automatically displays on Guest identifier; User requires two touches (TRCH)

DONE

Guest Identifier Speed Screen

iOS App -  New Time Clock UI Add Log out and Return buttons to Time Card Details (CFG)

DONE

Time Clock - UI Redesign

iOS App - Implement Bluetooth HID scanner

Per Tony - no order entry doc needed. Just a support doc for scanner setup, which screens can use scanner and what info can be completed by scanning. 

  • Login screen

  • Ordering screen

  • Payment screen

  • Adjustment screen

  • Check Search popup

  • Customer Info/Loyalty popup

  • Card Inquiry and Activate Comp popup

Per Art:

For the login, staff may have QR code in their IDs for logging in.
For Ordering screen, menu item, adjustment, type2 barcode, coupon
For Payment screen, adjustment, gift card, coupon, loyalty acct #  


iOS App - New Time Clock UI - Auto-fill selected user name when adding a time record (CFG)

DONE

Time Clock - UI Redesign

IOS App - New Time Clock UI display current user instead of all users on time record details (CFG)

DONE

Time Clock - UI Redesign

IOS App: Add type 2 barcode scan support (video)

DONE

Scan Type 2 Barcodes (iOS app) - Videos

iOS App: Minimum requirements on components and serving options auto adds menu item to order - BISC

DONE

Add Component Category

Add Serving Option Category

IOS App: Time Records round a x (2-6)  decimal places instead of 2.

DONE

Employee Reports

Locations: Drive Thru - Option to toggle drive thru check search screen - BISC

DONE

Locations (Edit an Area)

Mask member info on guest receipt, kitchen chit, and app screens (PFC)

DONE

Add an Area

OE - Ability to print survey codes on all guest receipts in SMG format (BISC)

DONE

Receipts - Codes

OE - Retrieve and Expose the new ECM Setting for the Auto Combo ImprovementN/A Backend onlyOrder Entry: Update ChecksForDispatchHandler to include Finalized checks

DONE

See: OE-16525 

Doc: Dispatch Dashboard User Guide

Printing - Order Entry Server - Update HtmlRenderer Library

Area icons

Add an Area


CC Pre-Auth

  • Allow the CC Pre-Auth window to pop up when the user starts a tab

Start Tab - Credit Card Pre-authorization


Drive Thru Check search  

  • Add ability to see closed checks in drive thru 
  • Add "All" filter to allow display of all drive thru checks regardless of status; set as default

Drive Thru Order Workflow


ECM Reports

  • Display and round at N decimal places for time records. 

Employee Reports

IN PROGRESS


Guest Facing: "Place my order" should be disabled if there are no items to send to kitchenFULL REWRITE/NEW DOC - Significant LOE

iOS App -  New Time Clock UI Add Log out and Return buttons to Time Card Details (CFG)

DONE

Time Clock - UI Redesign


iOS App - Implement Bluetooth HID scanner

Per Tony - no order entry doc needed. Just a support doc for scanner setup, which screens can use scanner and what info can be completed by scanning. 

  • Login screen

  • Ordering screen

  • Payment screen

  • Adjustment screen

  • Check Search popup

  • Customer Info/Loyalty popup

  • Card Inquiry and Activate Comp popup

Per Art:

For the login, staff may have QR code in their IDs for logging in.
For Ordering screen, menu item, adjustment, type2 barcode, coupon
For Payment screen, adjustment, gift card, coupon, loyalty acct #  


iOS App - New Time Clock UI - Auto-fill selected user name when adding a time record (CFG)

DONE

Time Clock - UI Redesign


IOS App - New Time Clock UI display current user instead of all users on time record details (CFG)

DONE

Time Clock - UI Redesign


IOS App: Add type 2 barcode scan support (video)

DONE

Scan Type 2 Barcodes (iOS app) - Videos


iOS App: Minimum requirements on components and serving options auto adds menu item to order - BISC

DONE

Add Component Category

Add Serving Option Category


IOS App: Time Records round a x (2-6)  decimal places instead of 2.

DONE

Employee Reports


Locations: Drive Thru - Option to toggle drive thru check search screen - BISC

DONE

Locations (Edit an Area)


Mask member info on guest receipt, kitchen chit, and app screens (PFC)

DONE

Add an Area


OE - Ability to print survey codes on all guest receipts in SMG format (BISC)

DONE

Receipts - Codes


Printing: Kitchen - When the Order Type of a menu item is changed, print the new order type on the kitchen chit (more than one order type can be printed on the chit) 

DONE
Order Types for Locations


Also updated: Kitchen Chits


Scheduled Orders do not re-park after being processed, causes errors, mayhem, and eventually we run out of locations for web orders. 

Includes advance orders, takeout orders and web orders. NOPE per Tony

  • What does this mean? "Scheduled Orders do not re-park after being processed" - Tony doesn't know

  • Checks can be opened from search; no longer need to go to location. scheduler will submit and process order on location, even if location in use. 

  • No need for multiple locations. One or two should suffice to allow more than one check to be opened and addressed.

  • Majority of WOAPI users won’t need the Area setting: Finalize when sent to kitchen. Unclear why not needed. 

DONE
Advance Orders - Updated to include new screenshots, revised text, (30 days, customer optional, can open w/o location 

Not done: 
Check search - Doc is long and focuses on screen components; needs to be updated. 

Text messaging: Change error message "Please enter a valid identifier" to "Guest identifier not entered"N/AText messaging: Change error message "Please enter a valid cellphone number" to "Enter a valid mobile number"





Win App Tickets  - DESCRIPTION FOR RELEASE DOC - Follow up later to add to iOS docs 

Tickets added after build was frozen: 

 After completing release notes, come back and add these in and write release notes for these additions. 

OE: Windows 4.9.1 [staging Sprint 24] - JIRA (atlassian.net)

OE: Windows 4.9.1 [staging Sprint 25] - JIRA (atlassian.net)

 OE: Windows 4.9.1 [staging Sprint 26] - JIRA (atlassian.net)









ImprovementOE-1582486Win App: 86’ing components – UI ImprovementsClosedFixedWindows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 7];4.9.1 Windows
ImprovementOE-1586786Win App: Countdown 86'ing items - Split Order ItemsClosedFixedWindows 0.5.6 [staging Sprint 8];4.9.1 Windows
ImprovementOE-14617ECMWin App: Apply ECM schedule price changes in the AppClosedFixedWindows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 WindowsWrite Schedule Price Change doc with examples from ECM config to iOS and Windows workflow 
ImprovementOE-16195Windows PerfWin App: Adding item from Full Customization page is slowClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 Windows
ImprovementOE-16196Windows PerfWin App: Adjustments page loads slowlyClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 Windows
ImprovementOE-16197Windows PerfWin App: Applying payment takes longer but busy indicator is no longer displayedClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 Windows
New FeatureOE-16267Windows PerfWin App: Expose AddCheckAndSubmitItemsWithComboCheck ApiClosedFixedWindows 0.5.6 [staging Sprint 13];4.9.1 Windows
ImprovementOE-16188Windows PerfWin App: First load of pages with menu is slow (Staff Main page & Menu Item Customization page)ClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 Windows
ImprovementOE-16190Windows PerfWin App: Navigating user back after tapping the back button takes a whileClosedFixedWindows 0.5.6 [staging Sprint 12];4.9.1 Windows
ImprovementOE-16225

Win App: Show only clocked-in users by default for cash drawer assignment, table assignment (Assign Server), team assignment and Session Owner assignment. (Add toggle to show all users)

ClosedDone
Windows 0.5.6 [staging Sprint 18]
4.9.1 Server

ImprovementOE-16988

Win App: Open the NS Pay link corresponding to the site's environment when using admin command

Ready for QAFIxed4.9.1 Windows
ImprovementOE-16517

Win App: Refund Gift Card and Alternate Payments Implementation

Ready for QAFixedWindows 0.5.6 [staging Sprint 17]
4.9.1 Windows
ImprovementOE-16450

Win App: Allow Pre-auth with eDynamo/iDynamo

Ready for QAFixedWindows 0.5.6 [staging Sprint 16]
4.9.1 Windows
ImprovementOE-16328

Win App: When Refunding a credit card you cannot choose the credit card to refund to. [Implementation]

Ready for QAFixedWindows 0.5.6 [staging Sprint 17]
4.9.1 Windows
ImprovementOE-16061

Win App: Allow Pre-auth (start tab) in windows [Implementation]

Ready for QAFixedWindows 0.5.6 [staging Sprint 15]
Windows 0.5.6 [staging Sprint 18]
4.9.1 Windows
Windows 4.9.1 [staging Sprint 22]		Create Windows doc based on Start Tab - Credit Card Pre-authorization
ImprovementOE-15453UXWin App: Synergy - Allow customer to provide date of birth and password during registrationClosedFixedWindows 0.5.6 [staging Sprint 6];Membership 149.2;4.9.1 Windows

NEW DOC; See iOS doc for reference: 
Customer Loyalty/Redeem Member Rewards

DOB appears for all loyalty providers not just Synergy per Eric. 

TaskOE-15712Hourly Sales/DSRWinApp - DSR Report to display Sold and Advance (sent and unsent) sales data.ClosedFixedWindows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 Windows

NEW DOC

Reference: Daily Sales Report (App)


TaskOE-15715Hourly Sales/DSRWin App Hourly Sales and Labor Report - Display all hours and sales/labor gridClosedFixedWindows 0.5.6 [develop];Windows 0.5.6 [staging Sprint 6];4.9.1 Windows

New DOC


New FeatureOE-16897


Windows App: Mask Member Information on screens where they are displayedReady for QADoneWindows 4.9.1 (staging Sprint 25) Added to 4.9.1 12/1/21
TaskOE-16972Loyalty Lookup

Win App: Loyalty - Honor ECM setting to hide phone entry and/or email lookup on loyalty search

Ready for QADoneWindows 4.9.1 (staging Sprint 25) Added to 4.9.1 12/1/21








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