Product
- Internal Issue: If you find any bug in the system (frappe.io, your test instance, Frappe Cloud, etc.), you can report it here. A dev will get assigned to it who will fix the issue.
- Delivery Request: Create a delivery request if you want to request the product team to develop a feature or require estimation of a feature that is currently not present in the vanilla product and you would want it to be developed for the customer/lead. This can be a custom feature or can be added to core depending on the use case.
- Feature Request: Create a feature request if you want the product team to develop a feature that is currently missing in the core product.
- Backlog: Devs create backlog once there is sufficient information about the feature request or delivery request. Only if the Feature Request/Delivery Request is being taken up, it becomes backlog.
- PR Audit: Checklist to be followed before any PR is merged
Design
- Design Request: If you want the design team to create a design for a new feature, create a design request here. It will then be picked up by the design team and a design task will be created.
- Design Task: The design team creates design tasks to track their projects.
Legal
- Legal Request: If you want the Legal team to create an agreement, NDA, contract, etc. create a Legal Request.
- Contract: The contracts created via the Legal Requests are tracked here. This has a list of contracts of our suppliers, customers, etc.
Security and DevOps
- Access Request: In case you need access to a particular doctype in frappe.io or server access and don't have the permissions for the same, create an Access Request record and specify the reason and duration of the access needed. The concerned person will grant access of the resource to you.
- Asset Change Request: If you need an infra or an asset change, create a record here and mention the reason for the same.
- Devops Service Request: Create a Devops Service Request to request for any devops related task like version upgrade, site migration, etc.
Delivery
- Project: Implementation (and other) projects are tracked here along with their tasks.
- Timesheet: Record your timesheets for implementation tasks here.
- Training Sign Off: Get a sign-off from your customer once you have completed user training.
- UAT Sign Off: Get a sign-off from your customer once they have completed the UAT of the product.
- Go Live Sign Off: Once your customer has gone live, create a record for the same here and get the customer's sign-off.
- Post Implementation Summary: Create a record here in case there is a change in the AM of the project or the project needs to be handed over to a different team.
- Implementation Asset: To get a list of all the implementation assets (docs, spreadsheet, doctypes, etc.) created so far.
- Delivery Partner Feedback: A record of the feedback given by Frappe to its delivery partners on successful implementation.
Sales
- Project Requirements: Pre-sales estimation of the project along with the scope.
Quality
- Release Checklist: Before every ERPNext and Frappe release, a release checklist for the same is created here. It also contains information of the test site where the pre-release test cases are checked.
- Pre Release Test: List of pre-release features that are to be tested before each release.
Support
- Issue:: Support tickets created by our customers via the support app get recorded here which is then assigned to the support team.
- ERPNext Support User: Record to keep a track of customers who have subscribed to our support plan along with the expiry and other details.
Marketing
- Marketing Asset: List of all marketing assets the marketing team is working on. If you want to request the marketing team to create a new marketing asset, you can create a new record here with the status set as "Requested".
Partner
- Partner Registration: Qualification process of prospects that want to apply as Partners at Frappe is recorded here.
HR
- Internal Request: If you want to request a document or any other record from the HR team, create a request here.
- Hiring Request: Create a hiring request here for the HR team in case you need to hire someone for your team.
- Employee Handover: Every individual who is exiting the organization is expected to track his/her handover here, and assign the same to the person they are handing over their responsibilities to.
- Leave Application: When requesting a leave, it's ideal if you fill out this leave application prior. To inform your team and HR.
Admin
- Internal Request: If you want to request a document or any other record from the Admin team, create a request here.
Miscellaneous
- Meeting Note: Track your internal and external meeting minutes here.
- Developer Onboarding: A list of the newly onboarded devs and their current progress.
- Program: List of programs for certification. If as a consultant you want get certified, check the "Frappe Consultant" program here.
- Evaluation Request: Create a record here to request for an evaluation by one of the certified consultants for your certification.
- Employee Evaluation: List of evaluations given by the employees and the score obtained in each evaluation.
- Frappe Certification: List of certified consultants.
- Internal Wiki: Bascially, it's a company handbook.
- Audit: List of internal audits conducted by Frappe.
- Audit Observation: Audit Observations are created against each audit for each department.
- URL Shortener To create shortened urls with prefix "frappe.io/s/". Example usage: for repeatedly used meet links.
Last updated 2 months ago
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