Details

    • Type: New Feature
    • Status: Done
    • Priority: Medium
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: Winter release
    • Labels:
      None

      Description

      Overview:
      Allow DMS users ability to access a completed / sent forms library in which they are able to see any forms that are pending / completed.

      Entry:

      • User enters DMS platform via link or consuming application.
      • User clicks on area for 'Completed / Sent Forms Library'

      Acceptance Criteria:
      *IF I am logged into the DMS platform and clicked on 'Completed / Sent Forms Library', I am led to all forms that are pending or completed that I am allowed to see.
      *IF I am in the Completed / Sent Forms Library, I have the ability to search the library by keyword to find a document.
      *IF I am in the Completed / Sent Forms Library, I am able to see the following columns at a glance: Form Name, Creator/Sender, Creation Date, Open (if document has been opened), Partially Complete (started the process but haven't finished), Signed (Complete), Download (action), Delete (https://jira.workterra.net/projects/DMS/issues/DMS-25?filter=allissues).
      *IF I am in the Completed / Sent Forms Library, I have the ability to download a completed document to my desktop.
      *IF I am in the Completed / Sent Forms Library, I have the ability to delete a completed document if I am an admin.

      Exit:
      *DMS user exits the DMS platform.

      Prerequisites:
      *User is a current user of CBAT, CBES, or WT OR has stand alone link to log in.
      *User knows how to access portal either by link or within CB application.

        Attachments

          Activity

          Hide
          aruna.raheja Aruna Raheja added a comment -

          Molly Ronovsky : Need clarification on below point:

           

          IF I am in the Completed / Sent Forms Library, I am able to see the following columns at a glance: Form Name, Creator/Sender, Creation Date, Open (if document has been opened), Partially Complete (started the process but haven't finished), Signed (Complete), Download (action), Delete (https://jira.workterra.net/projects/DMS/issues/DMS-25?filter=allissues)

          Can we take a column by the name completed and filled the values Partially or Signed whatever the case it is.

          cc: Trent Sherrell

          Show
          aruna.raheja Aruna Raheja added a comment - Molly Ronovsky : Need clarification on below point:   IF I am in the Completed / Sent Forms Library, I am able to see the following columns at a glance: Form Name, Creator/Sender, Creation Date, Open  (if document has been opened) , Partially Complete ( started the process but haven't finished) , Signed  (Complete) , Download (action), Delete ( https://jira.workterra.net/projects/DMS/issues/DMS-25?filter=allissues ) Can we take a column by the name completed and filled the values Partially or Signed whatever the case it is. cc: Trent Sherrell
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Aruna Raheja I think my comments from DMS 5 make sense here:
          After talking to the HR team, it does appear we would want to be able to to archive the document. For example an updated offer letter - you would want to keep a history of the old ones for record, but only the current/new is active. Can we add option for archive? If archived, it would still live with the candidate file, but we would know it's an archived/old file. can we mock that up?
          For the forms library, I think we need to rename partially complete column to 'Status'. As well we need a column of WHO the document was sent to - right now we only say who sent it, not who received.
          We need to mock-up what it would look like if multiple documents were sent to a user. We would want to see them grouped together - so if i received 4 documents - i would want to see that i received 4. As well, i would want to know that status by document (sub status), as well as the overall status of that 'package'.
          I'm wondering if it also makes sense to have filters on the top of the screen so you can filter by certain items: ie whomever sent, a candidate, status (so you can see what is pending easily), but you can enter certain criteria to then filter on vs. doing it one by one sorting of a column.
          On the success screen, it should read: The document(s) have been sent successfully!

          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Aruna Raheja I think my comments from DMS 5 make sense here: After talking to the HR team, it does appear we would want to be able to to archive the document. For example an updated offer letter - you would want to keep a history of the old ones for record, but only the current/new is active. Can we add option for archive? If archived, it would still live with the candidate file, but we would know it's an archived/old file. can we mock that up? For the forms library, I think we need to rename partially complete column to 'Status'. As well we need a column of WHO the document was sent to - right now we only say who sent it, not who received. We need to mock-up what it would look like if multiple documents were sent to a user. We would want to see them grouped together - so if i received 4 documents - i would want to see that i received 4. As well, i would want to know that status by document (sub status), as well as the overall status of that 'package'. I'm wondering if it also makes sense to have filters on the top of the screen so you can filter by certain items: ie whomever sent, a candidate, status (so you can see what is pending easily), but you can enter certain criteria to then filter on vs. doing it one by one sorting of a column. On the success screen, it should read: The document(s) have been sent successfully!
          Hide
          nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment - - edited

          Hi Ganesh Sadawarte

          Added 2 constraints for userID for created by and lastupdated by to document table.
          Added 1 constraint to Action Id for Document routing table.

          You can proceed.

          Thanks
          Nandkumar

          Show
          nandkumar Nandkumar Prabhakar Karlekar (Inactive) added a comment - - edited Hi Ganesh Sadawarte Added 2 constraints for userID for created by and lastupdated by to document table. Added 1 constraint to Action Id for Document routing table. You can proceed. Thanks Nandkumar
          Hide
          anshul.gupta Anshul Gupta (Inactive) added a comment -

          Task Details - 11/20/2018

          • Handle pagination prev next button when only 1 page is there in datatable
          • Updated column names in datatable configuration object
          • Did unit testing and Commited code 
          • The testing got delayed as there was no data in grid to test redirections 
            cc-Swapnil Pandhare
          Show
          anshul.gupta Anshul Gupta (Inactive) added a comment - Task Details - 11/20/2018 Handle pagination prev next button when only 1 page is there in datatable Updated column names in datatable configuration object Did unit testing and Commited code  The testing got delayed as there was no data in grid to test redirections  cc- Swapnil Pandhare
          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          HI Molly Ronovsky,

          Please find the attached Test cases to verify the Completed/Sent forms Library.

          Swapnil Pandhare Samir

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - HI Molly Ronovsky , Please find the attached Test cases to verify the Completed/Sent forms Library. Swapnil Pandhare Samir
          Hide
          molly.ronovsky Molly Ronovsky (Inactive) added a comment -

          Priya Dhamande

          • Only the document name is searchable - no other columns
          • Line 6 on the test cases - this does not match what is in the grid - so not sure i can verify that. What is open?
          • Resend option has now sent me the document 4 times after I clicked 'resend'
          • Line 10 on the test cases - the email was sent 4 times, then it made me register, then i couldn't figure out my password. Also not sure if my name is in wrong since my user name was Romomo vs rono - this was VERY confusing.
          • How do you test line 11?
          Show
          molly.ronovsky Molly Ronovsky (Inactive) added a comment - Priya Dhamande Only the document name is searchable - no other columns Line 6 on the test cases - this does not match what is in the grid - so not sure i can verify that. What is open? Resend option has now sent me the document 4 times after I clicked 'resend' Line 10 on the test cases - the email was sent 4 times, then it made me register, then i couldn't figure out my password. Also not sure if my name is in wrong since my user name was Romomo vs rono - this was VERY confusing. How do you test line 11?
          Hide
          priya.dhamande Priya Dhamande (Inactive) added a comment -

          Environment: PreProd

          1. Only the document name is searchable - no other columns
          QA: Correct

          2. Line 6 on the test cases - this does not match what is in the grid - so not sure i can verify that. What is open?
          QA: Yes, the column doesn't exits

          3. Resend option has now sent me the document 4 times after I clicked 'resend'
          QA: Received only single mail

          4. Line 10 on the test cases - the email was sent 4 times, then it made me register, then i couldn't figure out my password.
          QA: Received only single mail

          5. Also not sure if my name is in wrong since my user name was Romomo vs rono - this was VERY confusing.
          How do you test line 11?
          QA: With any Source Product selection, you should able to resend mail

          Swapnil Pandhare Samir

          Show
          priya.dhamande Priya Dhamande (Inactive) added a comment - Environment: PreProd 1. Only the document name is searchable - no other columns QA : Correct 2. Line 6 on the test cases - this does not match what is in the grid - so not sure i can verify that. What is open? QA : Yes, the column doesn't exits 3. Resend option has now sent me the document 4 times after I clicked 'resend' QA : Received only single mail 4. Line 10 on the test cases - the email was sent 4 times, then it made me register, then i couldn't figure out my password. QA : Received only single mail 5. Also not sure if my name is in wrong since my user name was Romomo vs rono - this was VERY confusing. How do you test line 11? QA : With any Source Product selection, you should able to resend mail Swapnil Pandhare Samir

            People

            Assignee:
            priya.dhamande Priya Dhamande (Inactive)
            Reporter:
            molly.ronovsky Molly Ronovsky (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            5 Start watching this issue

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