[DMS-3] Upload forms to DMS - Workterra Jira

Details

Type: Epic
Status: In Progress
Priority: Medium
Resolution: Unresolved
Affects Version/s: None
Fix Version/s: Winter release
Labels:
None

Company:
CareerBuilder
Epic Name:
Upload form to DMS

Description

Overview:
Offer users the ability to upload pre-created forms into DMS so that they can send to an end user to collect further information.

User Stories
1. As a DMS user, I want the ability to upload a pre-created document that I have already created so that I can send to an end user.
2. As a DMS user, I want to be able to fill out the following fields on the upload page so that I can properly describe my document and save with this information: Name, Description, Private/Public, Signature/Reference.
3. As a DMS user, I want to be able to create a document as either ‘Private’ or ‘Public’, so that if I choose ‘Private’, I am the only user that can see/edit that document, whereas if I choose ‘Public’, it can be seen/used by anyone on the DMS platform.
4. As a DMS user, I want to be able to create a document as either ‘Signature’ or ‘Reference’, so that I can differentiate documents that need information filled out / signed (‘Signature’) vs. documents that are just part of the process and need to be sent to an end user (ie. Company manual). we may want to rename ‘Signature’ to something else, will ask UX – this is what Sertifi called it
5. As a DMS user, I want to be able to map fields so that information that has already been given to me by end user is already prefilled in for them vs. having them fill it out again.
6. As a DMS user, I want to be able to upload a document that may contain any number of pages and attributes so that I do not have any limitations.
7. As a DMS user, I want my uploaded documents to be able to require an electronic signature so that I can have my end user sign the form.
8. As a DMS user, I want to be able to edit the details of my document.

Entry Criteria:
1. The user navigates to DMS via login or through integrated app (ATS/CBES/WT).
2. The user clicks on area for uploading forms.
3. The user uploads form, fills out desired fields, and maps desired fields.

Exit Criteria:
*The user clicks save.
*The user exits out of portal if logged in, or navigates to another page if within integrated app.

Acceptance Criteria:
*IF I am in the DMS, I can easily click on upload and upload my pre-created form.
*IF I am a user that has uploaded a form, I can enter the form name, description, mark the settings, and map desired fields from integrated applications.
*IF I am a user who has uploaded a form, I can go back into the form later and edit the details of the form.

Prerequisites:

User is a current user of CBAT, CBES, or WT.
User knows how to access portal either by link or within CB application.

Attachments

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Attachments

DMS_Schema_New.xlsx
19 kB
16/Oct/18 10:04 PM
DMS-CreateDocumentTemplateTestcases.xls
42 kB
05/Nov/18 04:39 AM
Revisiting Standards.sketch
3.85 MB
22/Oct/18 09:27 PM
Screen Shot 2018-10-29 at 11.36.04 AM.png
202 kB
28/Oct/18 11:06 PM
Upload_doc_css.docx
13 kB
22/Oct/18 09:10 PM
Upload_form_assests.zip
355 kB
22/Oct/18 09:25 PM
Upload_forms_dropdownlist_new.png
190 kB
30/Oct/18 09:39 AM
Upload_forms_filled_error.png
235 kB
30/Oct/18 09:39 AM
Upload_forms_filled.png
212 kB
30/Oct/18 09:39 AM
Upload_forms.png
185 kB
30/Oct/18 09:39 AM

Issue Links

relates to

DMS-76 Page Title not added and Breadcrumbs name is incorrect

Done

DMS-77 Extra Add Button on right side of page

Done

DMS-78 Url not accessible on IE browser

Done

DMS-79 Upload Document descripency

Done

DMS-80 Upload document -> Not showing validation message when document is not uploaded and saved

Done

DMS-81 Template Version Dropdown is missing

Done

DMS-82 System fields showing blank

Done

DMS-83 System accepting special character in text box

Done

DMS-84 Incorrect validation for Form name, description and template version

Done

DMS-85 Create template -> showing "Test" popup

Done

DMS-86 System accepting "Valid form" date greater as compared to "Valid to" date

Done

DMS-87 Inappropriate Field Validation

Done

(7 relates to)

Options

Sub-Tasks

Create document html review

DMS-69

Done

Smita Pawar (Inactive)

100%

Edit Document template file and mapping

DMS-99

To Do

Samir

Upload forms to DMS - HTML

DMS-148

Done

Smita Pawar (Inactive)

Get and Save Field types of PDF.

DMS-160

To Do

Samir

Activity

Ascending order - Click to sort in descending order

Molly Ronovsky (Inactive) created issue - 24/Sep/18 01:43 PM

Molly Ronovsky (Inactive) made changes - 26/Sep/18 09:03 AM

Field	Original Value	New Value
Epic Child		~~DMS-17~~ [ 69488 ]

Molly Ronovsky (Inactive) made changes - 26/Sep/18 09:15 AM

Epic Child

~~DMS-18~~ [ 69489 ]

Molly Ronovsky (Inactive) made changes - 26/Sep/18 09:20 AM

Epic Child

~~DMS-19~~ [ 69490 ]

Ramya Tantry (Inactive) made changes - 28/Sep/18 05:03 AM

Status

To Do [ 10000 ]

In Progress [ 3 ]

Ramya Tantry (Inactive) made changes - 28/Sep/18 05:03 AM

Status

In Progress [ 3 ]

To Do [ 10000 ]

Ramya Tantry (Inactive) made changes - 05/Oct/18 05:50 AM

Remaining Estimate		0h [ 0 ]
Time Spent		3h [ 10800 ]
Worklog Id	137414 [ 137414 ]

Ramya Tantry (Inactive) made changes - 05/Oct/18 05:54 AM

Time Spent	3h [ 10800 ]	3.5h [ 12600 ]
Worklog Id	137414 [ 137414 ]

Molly Ronovsky (Inactive) made changes - 09/Oct/18 10:48 AM

Description

*Overview:*
Offer users the ability to upload pre-created forms into DMS so that they can send to an end user to collect further information.

*User Stories*
1. As a DMS user, I want the ability to upload a pre-created document that I have already created so that I can send to an end user.
2. As a DMS user, I want to be able to fill out the following fields on the upload page so that I can properly describe my document and save with this information: Name, Description, Private/Public, Signature/Reference.
3. As a DMS user, I want to be able to create a document as either ‘Private’ or ‘Public’, so that if I choose ‘Private’, I am the only user that can see/edit that document, whereas if I choose ‘Public’, it can be seen/used by anyone on the DMS platform.
4. As a DMS user, I want to be able to create a document as either ‘Signature’ or ‘Reference’, so that I can differentiate documents that need information filled out / signed (‘Signature’) vs. documents that are just part of the process and need to be sent to an end user (ie. Company manual). *we may want to rename ‘Signature’ to something else, will ask UX – this is what Sertifi called it*
5. As a DMS user, I want to be able to map fields so that information that has already been given to me by end user is already prefilled in for them vs. having them fill it out again.
6. As a DMS user, I want to be able to upload a document that may contain any number of pages and attributes so that I do not have any limitations.
7. As a DMS user, I want my uploaded documents to be able to require an electronic signature so that I can have my end user sign the form.

*Entry Criteria:*
1. The user navigates to DMS via login or through integrated app (ATS/CBES/WT).
2. The user clicks on area for uploading forms.
3. The user uploads form, fills out desired fields, and maps desired fields.

*Exit Criteria:*
*The user clicks save.
*The user exits out of portal if logged in, or navigates to another page if within integrated app.

*Acceptance Criteria:*
*IF I am in the DMS, I can easily click on upload and upload my pre-created form.
*IF I am a user that has uploaded a form, I can enter the form name, description, mark the settings, and map desired fields from integrated applications.

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

*Overview:*
Offer users the ability to upload pre-created forms into DMS so that they can send to an end user to collect further information.

*User Stories*
1. As a DMS user, I want the ability to upload a pre-created document that I have already created so that I can send to an end user.
2. As a DMS user, I want to be able to fill out the following fields on the upload page so that I can properly describe my document and save with this information: Name, Description, Private/Public, Signature/Reference.
3. As a DMS user, I want to be able to create a document as either ‘Private’ or ‘Public’, so that if I choose ‘Private’, I am the only user that can see/edit that document, whereas if I choose ‘Public’, it can be seen/used by anyone on the DMS platform.
4. As a DMS user, I want to be able to create a document as either ‘Signature’ or ‘Reference’, so that I can differentiate documents that need information filled out / signed (‘Signature’) vs. documents that are just part of the process and need to be sent to an end user (ie. Company manual). *we may want to rename ‘Signature’ to something else, will ask UX – this is what Sertifi called it*
5. As a DMS user, I want to be able to map fields so that information that has already been given to me by end user is already prefilled in for them vs. having them fill it out again.
6. As a DMS user, I want to be able to upload a document that may contain any number of pages and attributes so that I do not have any limitations.
7. As a DMS user, I want my uploaded documents to be able to require an electronic signature so that I can have my end user sign the form.
8. As a DMS user, I want to be able to edit the details of my document.

*Entry Criteria:*
1. The user navigates to DMS via login or through integrated app (ATS/CBES/WT).
2. The user clicks on area for uploading forms.
3. The user uploads form, fills out desired fields, and maps desired fields.

*Exit Criteria:*
*The user clicks save.
*The user exits out of portal if logged in, or navigates to another page if within integrated app.

*Acceptance Criteria:*
*IF I am in the DMS, I can easily click on upload and upload my pre-created form.
*IF I am a user that has uploaded a form, I can enter the form name, description, mark the settings, and map desired fields from integrated applications.
*IF I am a user tat has uploaded a form, I can go back into the form later and edit the details of the form.

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

Molly Ronovsky (Inactive) made changes - 09/Oct/18 10:51 AM

Epic Child

~~DMS-56~~ [ 70277 ]

Ramya Tantry (Inactive) made changes - 09/Oct/18 08:59 PM

Time Spent	3.5h [ 12600 ]	5h [ 18000 ]
Worklog Id	137991 [ 137991 ]

Molly Ronovsky (Inactive) made changes - 10/Oct/18 08:20 AM

Epic Child

~~DMS-57~~ [ 70328 ]

Molly Ronovsky (Inactive) made changes - 12/Oct/18 12:42 PM

Fix Version/s

Winter release [ 10428 ]

Swapnil Pandhare (Inactive) made changes - 16/Oct/18 02:20 AM

Status

To Do [ 10000 ]

In Progress [ 3 ]

Trent Sherrell (Inactive) made changes - 16/Oct/18 09:13 PM

Description

*Overview:*
Offer users the ability to upload pre-created forms into DMS so that they can send to an end user to collect further information.

*User Stories*
1. As a DMS user, I want the ability to upload a pre-created document that I have already created so that I can send to an end user.
2. As a DMS user, I want to be able to fill out the following fields on the upload page so that I can properly describe my document and save with this information: Name, Description, Private/Public, Signature/Reference.
3. As a DMS user, I want to be able to create a document as either ‘Private’ or ‘Public’, so that if I choose ‘Private’, I am the only user that can see/edit that document, whereas if I choose ‘Public’, it can be seen/used by anyone on the DMS platform.
4. As a DMS user, I want to be able to create a document as either ‘Signature’ or ‘Reference’, so that I can differentiate documents that need information filled out / signed (‘Signature’) vs. documents that are just part of the process and need to be sent to an end user (ie. Company manual). *we may want to rename ‘Signature’ to something else, will ask UX – this is what Sertifi called it*
5. As a DMS user, I want to be able to map fields so that information that has already been given to me by end user is already prefilled in for them vs. having them fill it out again.
6. As a DMS user, I want to be able to upload a document that may contain any number of pages and attributes so that I do not have any limitations.
7. As a DMS user, I want my uploaded documents to be able to require an electronic signature so that I can have my end user sign the form.
8. As a DMS user, I want to be able to edit the details of my document.

*Entry Criteria:*
1. The user navigates to DMS via login or through integrated app (ATS/CBES/WT).
2. The user clicks on area for uploading forms.
3. The user uploads form, fills out desired fields, and maps desired fields.

*Exit Criteria:*
*The user clicks save.
*The user exits out of portal if logged in, or navigates to another page if within integrated app.

*Acceptance Criteria:*
*IF I am in the DMS, I can easily click on upload and upload my pre-created form.
*IF I am a user that has uploaded a form, I can enter the form name, description, mark the settings, and map desired fields from integrated applications.
*IF I am a user tat has uploaded a form, I can go back into the form later and edit the details of the form.

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

*Overview:*
Offer users the ability to upload pre-created forms into DMS so that they can send to an end user to collect further information.

*User Stories*
1. As a DMS user, I want the ability to upload a pre-created document that I have already created so that I can send to an end user.
2. As a DMS user, I want to be able to fill out the following fields on the upload page so that I can properly describe my document and save with this information: Name, Description, Private/Public, Signature/Reference.
3. As a DMS user, I want to be able to create a document as either ‘Private’ or ‘Public’, so that if I choose ‘Private’, I am the only user that can see/edit that document, whereas if I choose ‘Public’, it can be seen/used by anyone on the DMS platform.
4. As a DMS user, I want to be able to create a document as either ‘Signature’ or ‘Reference’, so that I can differentiate documents that need information filled out / signed (‘Signature’) vs. documents that are just part of the process and need to be sent to an end user (ie. Company manual). *we may want to rename ‘Signature’ to something else, will ask UX – this is what Sertifi called it*
5. As a DMS user, I want to be able to map fields so that information that has already been given to me by end user is already prefilled in for them vs. having them fill it out again.
6. As a DMS user, I want to be able to upload a document that may contain any number of pages and attributes so that I do not have any limitations.
7. As a DMS user, I want my uploaded documents to be able to require an electronic signature so that I can have my end user sign the form.
8. As a DMS user, I want to be able to edit the details of my document.

*Entry Criteria:*
1. The user navigates to DMS via login or through integrated app (ATS/CBES/WT).
2. The user clicks on area for uploading forms.
3. The user uploads form, fills out desired fields, and maps desired fields.

*Exit Criteria:*
*The user clicks save.
*The user exits out of portal if logged in, or navigates to another page if within integrated app.

*Acceptance Criteria:*
*IF I am in the DMS, I can easily click on upload and upload my pre-created form.
*IF I am a user that has uploaded a form, I can enter the form name, description, mark the settings, and map desired fields from integrated applications.
*IF I am a user who has uploaded a form, I can go back into the form later and edit the details of the form.

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

Swapnil Pandhare (Inactive) made changes - 16/Oct/18 09:55 PM

Assignee

Samir [ samir ]

Swapnil Pandhare [ swapnil.pandhare ]

Swapnil Pandhare (Inactive) made changes - 16/Oct/18 10:04 PM

Attachment

DMS_Schema_New.xlsx [ 86786 ]

Aruna Raheja made changes - 17/Oct/18 04:20 AM

Attachment

Upload_forms.png [ 86819 ]

Aruna Raheja made changes - 17/Oct/18 04:28 AM

Attachment

Upload_forms.png [ 86819 ]

Aruna Raheja made changes - 17/Oct/18 04:28 AM

Attachment

Upload_forms.png [ 86820 ]

Swapnil Pandhare (Inactive) made changes - 17/Oct/18 05:04 AM

Time Spent	5h [ 18000 ]	5.75h [ 20700 ]
Worklog Id	139415 [ 139415 ]

Aruna Raheja made changes - 18/Oct/18 02:40 AM

Attachment		Upload_forms_dropdownlist.png [ 86907 ]
Attachment		Upload_forms_filled.png [ 86908 ]
Attachment		Upload_forms.png [ 86909 ]

Aruna Raheja made changes - 18/Oct/18 11:55 AM

Attachment

Upload_forms_filled.png [ 86908 ]

Aruna Raheja made changes - 18/Oct/18 11:55 AM

Attachment

Upload_forms_dropdownlist.png [ 86907 ]

Aruna Raheja made changes - 18/Oct/18 11:55 AM

Attachment

Upload_forms.png [ 86909 ]

Aruna Raheja made changes - 18/Oct/18 11:55 AM

Attachment		Upload_forms_dropdownlist.png [ 86974 ]
Attachment		Upload_forms_filled.png [ 86975 ]
Attachment		Upload_forms.png [ 86976 ]

Aruna Raheja made changes - 22/Oct/18 12:56 AM

Attachment		Upload_forms_dropdownlist_new.png [ 87190 ]
Attachment		Upload_forms_filled_error.png [ 87191 ]
Attachment		Upload_forms_filled.png [ 87192 ]
Attachment		Upload_forms.png [ 87193 ]

Aruna Raheja made changes - 22/Oct/18 09:10 PM

Attachment

Upload_doc_css.docx [ 87353 ]

Aruna Raheja made changes - 22/Oct/18 09:25 PM

Attachment

Upload_form_assests.zip [ 87355 ]

Aruna Raheja made changes - 22/Oct/18 09:27 PM

Attachment

Revisiting Standards.sketch [ 87356 ]

Jayshree Nagpure (Inactive) made changes - 23/Oct/18 05:51 AM

Time Spent	5.75h [ 20700 ]	9.25h [ 33300 ]
Worklog Id	140474 [ 140474 ]

Jayshree Nagpure (Inactive) made changes - 23/Oct/18 05:52 AM

Time Spent	9.25h [ 33300 ]	11.25h [ 40500 ]
Worklog Id	140476 [ 140476 ]

Aruna Raheja made changes - 24/Oct/18 12:49 AM

Attachment		Upload_forms_dropdownlist_new.png [ 87503 ]
Attachment		Upload_forms_filled_error.png [ 87504 ]
Attachment		Upload_forms_filled.png [ 87505 ]
Attachment		Upload_forms.png [ 87506 ]

Jayshree Nagpure (Inactive) made changes - 24/Oct/18 05:01 AM

Time Spent	11.25h [ 40500 ]	11.75h [ 42300 ]
Worklog Id	140739 [ 140739 ]

Akash Thakur (Inactive) made changes - 24/Oct/18 08:51 AM

Time Spent	11.75h [ 42300 ]	19.75h [ 71100 ]
Worklog Id	140824 [ 140824 ]

Aruna Raheja made changes - 28/Oct/18 11:06 PM

Attachment

Screen Shot 2018-10-29 at 11.36.04 AM.png [ 88094 ]

Aruna Raheja made changes - 30/Oct/18 09:37 AM

Attachment

Upload_forms.png [ 86820 ]

Aruna Raheja made changes - 30/Oct/18 09:38 AM

Attachment

Upload_forms.png [ 86976 ]

Aruna Raheja made changes - 30/Oct/18 09:38 AM

Attachment

Upload_forms_filled.png [ 86975 ]

Aruna Raheja made changes - 30/Oct/18 09:38 AM

Attachment

Upload_forms.png [ 87193 ]

Aruna Raheja made changes - 30/Oct/18 09:38 AM

Attachment

Upload_forms_filled_error.png [ 87191 ]

Aruna Raheja made changes - 30/Oct/18 09:38 AM

Attachment

Upload_forms_filled.png [ 87505 ]