Notes are passive in nature, the user uses them to document what they have done, things they know, etc. and they are used primarily for documentation. An issue has surfaced in how a user can inform another user of something they need to know. Use case: Attorney tells secretary to call Client and confirm he will be at court. Secretary calls and client says yes. Now, if client said no, then a task may be created to "figure this out" or "continue case" or something similar. However, where the answer does not warrant a task, merely a notification from Secretary to Attorney, what happens? Under the current system, Secretary creates a note. Attorney receives no special notice within OLO. OLO should allow the Secretary to flag the note indicating that Attorney should receive a notification.
So, for design this means note notifications need made, should be simple relationship (note_id, contact_id, cleared timestamp) the contact_id will be required to be an employee. These notifications should appear on the user's dashboard, clicking the notification on the dashboard should show the note. From within the note the user should be able to clear the notification. I do not want to allow clearing of the notification from the dashboard as the dashboard is a general summary and should not be considered "viewing" the notification. This may have to be changed in the future, but for now it goes against the design principals of the dashboard.
Notes are passive in nature, the user uses them to document what they have done, things they know, etc. and they are used primarily for documentation. An issue has surfaced in how a user can inform another user of something they need to know. Use case: Attorney tells secretary to call Client and confirm he will be at court. Secretary calls and client says yes. Now, if client said no, then a task may be created to "figure this out" or "continue case" or something similar. However, where the answer does not warrant a task, merely a notification from Secretary to Attorney, what happens? Under the current system, Secretary creates a note. Attorney receives no special notice within OLO. OLO should allow the Secretary to flag the note indicating that Attorney should receive a notification.
So, for design this means note notifications need made, should be simple relationship (note_id, contact_id, cleared timestamp) the contact_id will be required to be an employee. These notifications should appear on the user's dashboard, clicking the notification on the dashboard should show the note. From within the note the user should be able to clear the notification. I do not want to allow clearing of the notification from the dashboard as the dashboard is a general summary and should not be considered "viewing" the notification. This may have to be changed in the future, but for now it goes against the design principals of the dashboard.