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  1. Document Management System
  2. DMS-1279

CBAT : Replacing Already Assigned Documents

    Details

      Description

      Is there a way to replace a document that's already been sent to a candidate with an updated version of the document? For example, if an offer letter was sent, but the details have been re-negotiated and a new version should be signed instead. And if the document has already been signed by the candidate and we send them a new version - is there a way to indicate that the new version sent supersedes the previous version?

      Ability to do the following on the document sent to a candidate.

      • Replace
      • Delete
      • Rename

        Attachments

          Activity

          Robert.Malony Robert Malony (Inactive) created issue -
          Hide
          Robert.Malony Robert Malony (Inactive) added a comment -

          BETA-440

          Show
          Robert.Malony Robert Malony (Inactive) added a comment - BETA-440
          Hide
          Robert.Malony Robert Malony (Inactive) added a comment -

          This will be a new scope ticket.

          Show
          Robert.Malony Robert Malony (Inactive) added a comment - This will be a new scope ticket.
          Robert.Malony Robert Malony (Inactive) made changes -
          Field Original Value New Value
          Priority High [ 2 ] Medium [ 3 ]
          Robert.Malony Robert Malony (Inactive) made changes -
          Assignee Samir [ samir ] Robert Malony [ robert.malony ]
          samir Samir made changes -
          Fix Version/s CBAT Offer Letter - Fall [ 10607 ]
          Fix Version/s Integration with CBAT [ 10445 ]
          samir Samir made changes -
          Summary Rescinding and Replacing Already Assigned Documents Resending and Replacing Already Assigned Documents
          samir Samir made changes -
          Remaining Estimate 24h [ 86400 ]
          Original Estimate 24h [ 86400 ]
          samir Samir made changes -
          Sprint DMS - Fall Sprint 3 [ 162 ]
          Robert.Malony Robert Malony (Inactive) made changes -
          Assignee Robert Malony [ robert.malony ] Samir [ samir ]
          Robert.Malony Robert Malony (Inactive) made changes -
          Epic Link DMS-473 [ 75966 ]
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Description 1) Is there a way to rescind a document that's been sent to a candidate? For example, if the document no longer applies to them, or was sent in error, and they have not signed the document yet. I don't see an option to do this.

          2) Is there a way to replace a document that's already been sent to a candidate with an updated version of the document? For example, if an offer letter was sent, but the details have been re-negotiated and a new version should be signed instead. And if the document has already been signed by the candidate and we send them a new version - is there a way to indicate that the new version sent supersedes the previous version?
          Is there a way to replace a document that's already been sent to a candidate with an updated version of the document? For example, if an offer letter was sent, but the details have been re-negotiated and a new version should be signed instead. And if the document has already been signed by the candidate and we send them a new version - is there a way to indicate that the new version sent supersedes the previous version?
          swapnil.pandhare Swapnil Pandhare (Inactive) made changes -
          Summary Resending and Replacing Already Assigned Documents Replacing Already Assigned Documents
          Hide
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment -

          Created another ticket for resending documents : DMS-1390

          Show
          swapnil.pandhare Swapnil Pandhare (Inactive) added a comment - Created another ticket for resending documents : DMS-1390
          rohan.khandave Rohan J Khandave (Inactive) made changes -
          Summary Replacing Already Assigned Documents CBATS : Replacing Already Assigned Documents
          samir Samir made changes -
          Sprint DMS - Fall Sprint 3 [ 162 ]
          Monika.Demla Monika Demla (Inactive) made changes -
          Monika.Demla Monika Demla (Inactive) made changes -
          Description Is there a way to replace a document that's already been sent to a candidate with an updated version of the document? For example, if an offer letter was sent, but the details have been re-negotiated and a new version should be signed instead. And if the document has already been signed by the candidate and we send them a new version - is there a way to indicate that the new version sent supersedes the previous version? Is there a way to replace a document that's already been sent to a candidate with an updated version of the document? For example, if an offer letter was sent, but the details have been re-negotiated and a new version should be signed instead. And if the document has already been signed by the candidate and we send them a new version - is there a way to indicate that the new version sent supersedes the previous version?
           !Screen Shot 2019-05-30 at 2.09.57 PM.png|thumbnail!

          Ability to do the following on the document sent to a candidate
          * Replace
          * Delete
          * Rename
          Monika.Demla Monika Demla (Inactive) made changes -
          Description Is there a way to replace a document that's already been sent to a candidate with an updated version of the document? For example, if an offer letter was sent, but the details have been re-negotiated and a new version should be signed instead. And if the document has already been signed by the candidate and we send them a new version - is there a way to indicate that the new version sent supersedes the previous version?
           !Screen Shot 2019-05-30 at 2.09.57 PM.png|thumbnail!

          Ability to do the following on the document sent to a candidate
          * Replace
          * Delete
          * Rename
          Is there a way to replace a document that's already been sent to a candidate with an updated version of the document? For example, if an offer letter was sent, but the details have been re-negotiated and a new version should be signed instead. And if the document has already been signed by the candidate and we send them a new version - is there a way to indicate that the new version sent supersedes the previous version?
           !Screen Shot 2019-05-30 at 2.09.57 PM.png|thumbnail!

          Ability to do the following on the document sent to a candidate.
          * Replace
          * Delete
          * Rename
          Robert.Malony Robert Malony (Inactive) made changes -
          Labels BETA_SP19
          samir Samir made changes -
          Assignee Samir [ samir ] Rohan J Khandave [ rohan.khandave ]
          samir Samir made changes -
          Summary CBATS : Replacing Already Assigned Documents CBAT : Replacing Already Assigned Documents
          samir Samir made changes -
          Sprint DMS - Fall Sprint 7 [ 166 ]
          shashikant.mishra ShashiKant Mishra (Inactive) made changes -
          Labels BETA_SP19 BETA_SP19 Integration-CBAT
          Hide
          samir Samir added a comment -

          Hi Priya Dhamande

          Please test archive for this

          Regards,

          Samir

          Show
          samir Samir added a comment - Hi Priya Dhamande Please test archive for this Regards, Samir
          rohan.khandave Rohan J Khandave (Inactive) made changes -
          Assignee Rohan J Khandave [ rohan.khandave ] Priya Dhamande [ priya.dhamande ]
          priya.dhamande Priya Dhamande (Inactive) logged work - 15/Jul/19 02:46 AM - edited
          • Time Spent:
            1h
             

            Production testing

          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Environment: Preprod
          Login: Admin and Candidate

          Steps:
          1. Admin Login
          2. Send Document > Preview
          3. Send
          4. Now, Template Library > Select Sent template
          5. Candidate login > All instances of template are removed.

          Once the Template is archived, all the instances of Review and Sign are removed from review Sign of Candidate page.

          Samir Hrishikesh Deshpande Rohan J Khandave Ganesh Sadawarte Narendra Kumar

          Sachin Hingole Hrishikesh Deshpande Samir Rohan J Khandave

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: Preprod Login: Admin and Candidate Steps: 1. Admin Login 2. Send Document > Preview 3. Send 4. Now, Template Library > Select Sent template 5. Candidate login > All instances of template are removed. Once the Template is archived, all the instances of Review and Sign are removed from review Sign of Candidate page. Samir Hrishikesh Deshpande Rohan J Khandave Ganesh Sadawarte Narendra Kumar Sachin Hingole Hrishikesh Deshpande Samir Rohan J Khandave
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Remaining Estimate 24h [ 86400 ] 23.5h [ 84600 ]
          Time Spent 0.5h [ 1800 ]
          Worklog Id 188376 [ 188376 ]
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Assignee Priya Dhamande [ priya.dhamande ] Samir [ samir ]
          samir Samir made changes -
          Assignee Samir [ samir ] Rohan J Khandave [ rohan.khandave ]
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Remaining Estimate 23.5h [ 84600 ] 23h [ 82800 ]
          Time Spent 0.5h [ 1800 ] 1h [ 3600 ]
          Worklog Id 188376 [ 188376 ]
          samir Samir made changes -
          Status To Do [ 10000 ] In Progress [ 3 ]
          Hide
          rohan.khandave Rohan J Khandave (Inactive) added a comment -

          Hello Samir,

          Can you please review comments from Priya Dhamande.

          Let us know further action.

          Thanks,
          RohanK

          CC – Satya 

           

          Show
          rohan.khandave Rohan J Khandave (Inactive) added a comment - Hello Samir , Can you please review comments from Priya Dhamande . Let us know further action. Thanks, RohanK CC – Satya    
          rohan.khandave Rohan J Khandave (Inactive) made changes -
          Assignee Rohan J Khandave [ rohan.khandave ] Samir [ samir ]
          samir Samir made changes -
          Sprint DMS - Fall Sprint 7 [ 166 ] DMS - Fall Sprint 8 [ 167 ]
          samir Samir made changes -
          Assignee Samir [ samir ] Priya Dhamande [ priya.dhamande ]
          samir Samir made changes -
          Status In Progress [ 3 ] In QA Testing [ 11901 ]
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Assignee Priya Dhamande [ priya.dhamande ] Samir [ samir ]
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Status In QA Testing [ 11901 ] In Progress [ 3 ]
          Hide
          samir Samir added a comment -

          Once the template is archived or cancel using the Screen or API all references to that document should be removed

          Regards,

          Samir

          Show
          samir Samir added a comment - Once the template is archived or cancel using the Screen or API all references to that document should be removed Regards, Samir
          samir Samir made changes -
          Status In Progress [ 3 ] In QA Testing [ 11901 ]
          samir Samir made changes -
          Assignee Samir [ samir ] Priya Dhamande [ priya.dhamande ]
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Assignee Priya Dhamande [ priya.dhamande ] Rohan J Khandave [ rohan.khandave ]
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Status In QA Testing [ 11901 ] To Do [ 10000 ]
          samir Samir made changes -
          Status To Do [ 10000 ] In QA Testing [ 11901 ]
          samir Samir made changes -
          Assignee Rohan J Khandave [ rohan.khandave ] Priya Dhamande [ priya.dhamande ]
          priya.dhamande Priya Dhamande (Inactive) logged work - 31/Jul/19 10:36 PM
          • Time Spent:
            1h
             

            Prod testing

          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Environment: Production
          Login: Admin and Candidate

          Steps:
          1. Admin Login
          2. Send Document > Preview
          3. Send
          4. Now, Template Library > Select Sent template
          5. Candidate login > All instances of template are removed.

          Once the Template is archived, all the instances of Review and Sign are removed from review Sign of Candidate page.

          So, marking jira done.

          Hrishikesh Deshpande Sachin Hingole Rohan J Khandave Samir

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: Production Login: Admin and Candidate Steps: 1. Admin Login 2. Send Document > Preview 3. Send 4. Now, Template Library > Select Sent template 5. Candidate login > All instances of template are removed. Once the Template is archived, all the instances of Review and Sign are removed from review Sign of Candidate page. So, marking jira done. Hrishikesh Deshpande Sachin Hingole Rohan J Khandave Samir
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Remaining Estimate 23h [ 82800 ] 22h [ 79200 ]
          Time Spent 1h [ 3600 ] 2h [ 7200 ]
          Worklog Id 192652 [ 192652 ]
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Assignee Priya Dhamande [ priya.dhamande ] Robert Malony [ robert.malony ]
          priya.dhamande Priya Dhamande (Inactive) made changes -
          Resolution Done [ 10000 ]
          Status In QA Testing [ 11901 ] Done [ 10001 ]
          samir Samir made changes -
          Sprint DMS - Fall Sprint 8 [ 167 ] DMS - Gap Fall & Win Sprint 1 [ 173 ]
          Transition Time In Source Status Execution Times
          Samir made transition -
          To Do In Progress
          82d 7h 37m 1
          Priya Dhamande (Inactive) made transition -
          In QA Testing In Progress
          2d 23h 3m 1
          Samir made transition -
          In Progress In QA Testing
          9d 16h 41m 2
          Priya Dhamande (Inactive) made transition -
          In QA Testing To Do
          4h 7m 1
          Samir made transition -
          To Do In QA Testing
          21h 19m 1
          Priya Dhamande (Inactive) made transition -
          In QA Testing Done
          1d 23h 45m 1

            People

            Assignee:
            Robert.Malony Robert Malony (Inactive)
            Reporter:
            Robert.Malony Robert Malony (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            5 Start watching this issue

              Dates

              Created:
              Updated:
              Resolved:

                Time Tracking

                Estimated:
                Original Estimate - 44h Original Estimate - 44h
                44h
                Remaining:
                Time Spent - 24h Remaining Estimate - 22h
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                Logged:
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