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[Feature request]: Streamline Process for Linking Existing Assets to New QR Tags #1167

Open carlosvirreira opened 3 months ago

carlosvirreira commented 3 months ago

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Is your feature request related to a problem? Please describe?

Our current process for linking existing assets to new, unclaimed QR tags is cumbersome and time-consuming. Users who have already created assets in the system and received a batch of new, unclaimed QR tags face a significant challenge. The current workflow requires scanning each QR code with a phone, clicking on the "assign to asset" button, and then linking it to the appropriate asset. This process becomes particularly tedious and error-prone when dealing with a large number of assets, leading to inefficiency and potential user frustration.

Describe the solution you'd like

We propose implementing a streamlined "Link QR Tag" feature directly on the asset page in the Shelf web interface. This feature would work as follows:

Add a prominent "Link QR Tag" button on each asset page.

Clicking this button would open a modal with the following options:

a. "Scan QR Tag" - Activate the device's camera (if available) to scan a new QR code. b. "Enter QR Code" - Allow manual input of a QR code number. c. "Select from Unclaimed Tags" - Display a list of available unclaimed tags (if we implement this capability).

After the QR code is scanned, entered, or selected, immediately link it to the asset.

Provide a clear confirmation message and update the asset page to reflect the new QR tag assignment. Optionally, offer a "Link Next Asset" button to quickly move to the next untagged asset, facilitating bulk linking operations.

This solution would significantly reduce the time and effort required to link existing assets to new QR tags, especially for users who are processing large batches of new tags for their existing inventory.

Describe alternatives you've considered

Bulk QR tag assignment: Allow users to upload a CSV file mapping asset IDs to new QR codes. (Meh)

Additional context

This feature is crucial for organizations that frequently update their tagging system or expand their asset inventory. It's particularly relevant for scenarios such as:

Migrating from an old tagging system to Shelf's QR codes Periodically replacing damaged or lost tags Expanding asset inventory and applying new tags to existing items Heavy CSV import users

DonKoko commented 3 months ago

I have added this to the backlog of the Roadmap. I added some comments below:

Add a prominent "Link QR Tag" button on each asset page.

I think we can just add it under the actions dropdown.

Clicking this button would open a modal with the following options:

a. "Scan QR Tag" - Activate the device's camera (if available) to scan a new QR code.

Best option

b. "Enter QR Code" - Allow manual input of a QR code number.

This is aait but I dont feel its worth it to complicate the UI. considering this is something that would be used super rarely.

c. "Select from Unclaimed Tags" - Display a list of available unclaimed tags (if we implement this capability).

This is not really possible to select from "unclaimed" as they dont belong to your org. Maybe "unlinked" but tbh, I would skip this for now and stick only to the scan action

After the QR code is scanned, entered, or selected, immediately link it to the asset.

This is a high-consequence destructive action, because it destroys the previous Asset > QR relationship. I would add a confirmation step

carlosvirreira commented 3 months ago

Thank you @DonKoko

Amended request:

Is your feature request related to a problem? Please describe: Our current process for linking existing assets to new QR tags is inefficient, especially when users have a batch of new, unclaimed tags to associate with assets already in the system. The current workflow, which involves scanning each QR code with a phone and navigating through multiple steps, becomes cumbersome when dealing with numerous assets. This leads to unnecessary time consumption and potential errors in asset management.

Describe the solution you'd like: We propose implementing a streamlined "Link QR Tag" feature accessible from the asset page. The solution would work as follows:

After the QR code is scanned, present a confirmation dialog to the user. This step is crucial as linking a new QR tag is a high-consequence action that overwrites the previous Asset-QR relationship.

Upon user confirmation, immediately link the scanned QR code to the asset.

Provide a clear success message and update the asset page to reflect the new QR tag assignment.

This solution prioritizes the most common and efficient method of linking new tags (scanning) while maintaining data integrity through a confirmation step.

Describe alternatives you've considered: // unchanged ///

Additional context: This feature is particularly important for scenarios such as:

The focus on scanning aligns with our commitment to providing efficient, mobile-friendly solutions. The confirmation step ensures data integrity and prevents accidental overwrites, which is crucial for maintaining accurate asset records.

Implementation considerations: Implement clear warning messages in the confirmation dialog about the consequences of linking a new QR tag. Consider adding a "Recently Linked" section on the asset page to provide a quick undo option for accidental links. Update user documentation to clearly explain this new workflow and its implications.

By implementing this focused "Link QR Tag" feature, we can significantly improve the user experience for one of our core use cases: updating QR tags for existing assets. This enhancement will streamline operations for our users while maintaining the integrity and accuracy of their asset data.

jurrejansen commented 3 months ago

@DonKoko @carlosvirreira I've made a scenario for this one. Focused exclusively on the Scan action. Please let me know what y'all think.

Re-linking an asset to a different QR code https://www.figma.com/design/ykvc0MhPeNLsrJ4tJsKosQ/Shelf-%7C-UX-Scenarios?node-id=6860-18669

DonKoko commented 3 months ago

Thanks for the scenario. We added some comments yesterday that I saw you already resolved. We will first finish the current scanner related scope we have and then @rockingrohit9639 can work on this.

carlosvirreira commented 3 months ago

Thanks for the scenario. We added some comments yesterday that I saw you already resolved. We will first finish the current scanner related scope we have and then @rockingrohit9639 can work on this.

This issue looks amazing! Exciting.