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Type:
Epic
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Status: In Progress
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Priority:
Medium
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Resolution: Unresolved
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Affects Version/s: None
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Fix Version/s: Winter release
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Labels:None
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Company:CareerBuilder
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Epic Name:Upload form to DMS
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.
- relates to
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DMS-76 Page Title not added and Breadcrumbs name is incorrect
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- Done
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DMS-77 Extra Add Button on right side of page
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- Done
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- Done
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Samir Swapnil Pandhare Molly Ronovsky Nandkumar Prabhakar Karlekar
Hi all,
Please check the attached user flow
Aruna Raheja
added a comment - Samir Swapnil Pandhare Molly Ronovsky Nandkumar Prabhakar Karlekar
Hi all,
Please check the attached user flow
cc Trent Sherrell CC : Samir Nandkumar Prabhakar Karlekar
Hi Aruna Raheja ,
Please find below fields that also needs to be added on Create document template screen .
No. Field name -Description -Control type
1 Source Product -Product that is using this template -Dropdownlist
2 Template Type -Purpose of the document template -Dropdownlist
3 Template Version -Version that is being used e.g.year specific -Dropdownlist
4 Template Document Source -Document issuing authority e.g IRS -Dropdownlist
5 Template Status -Current status of document template -Dropdownlist
6 Template Start Date -Template start date -Datepicker/Textbox
7 Template End Date -Template end date -Datepicker/Textbox
Thanks,
Swapnil P.
Swapnil Pandhare Samir Nandkumar Prabhakar Karlekar
Please find the attached UI. Kindly provide your feedback.
CC: Trent Sherrell
Aruna Raheja
added a comment - - edited Swapnil Pandhare Samir Nandkumar Prabhakar Karlekar
Please find the attached UI. Kindly provide your feedback.
CC: Trent Sherrell CC : Samir
Hi Aruna Raheja,
The UI looks great. Thanks for uploading.
Please find below fields that also needs to be added on this screen .
No. Field name -Description -Control type
1 Source Product -Product that is using this template -Dropdownlist
2 Template Type -Purpose of the document template -Dropdownlist
3 Template Version -Version that is being used e.g.year specific -Dropdownlist
4 Template Document Source -Document issuing authority e.g IRS -Dropdownlist
5 Template Status -Current status of document template -Dropdownlist
Molly Ronovsky Do we need to change name of form(Create Document template) or are we fine with "Upload forms " ?
Also, Is verbiage for "Valid from" and "Valid to" fields is fine or to change it to "Template start/end date" ?
Thanks,
Swapnil P.
Swapnil Pandhare Samir Nandkumar Prabhakar Karlekar
I have done the changes suggested by you.
Kindly check the attached files.
Aruna Raheja
added a comment - Swapnil Pandhare Samir Nandkumar Prabhakar Karlekar
I have done the changes suggested by you.
Kindly check the attached files. Have uploaded the updated screens. Will add error messages on Monday.
Aruna Raheja
added a comment - Samir
Have uploaded the updated screens. Will add error messages on Monday. Swapnil Pandhare Samir Nandkumar Prabhakar Karlekar
Hi All,
Please find attached the updated screen along with error messages.
Aruna Raheja
added a comment - Swapnil Pandhare Samir Nandkumar Prabhakar Karlekar
Hi All,
Please find attached the updated screen along with error messages. Aruna RahejaTrent Sherrell
Hi Aruna,
Thanks for adding. The Document Source error is referencing the wrong field - should say 'Please enter Document Source' (not template). Also, the mapping error at the bottom says 'Document should not blank!' - you forgot a 'be' in there - but I don't think it is accurate to say that it shouldn't be blank. We might be sending out a form that doesn't contain any fields that need to be mapped. Do you agree Swapnil PandhareSamir
I have done the correction for first 2 points and uploaded the same to invision.
Swapnil Pandhare Samir Please confirm : but I don't think it is accurate to say that it shouldn't be blank. We might be sending out a form that doesn't contain any fields that need to be mapped. Do you agree..
https://careerbuilder.invisionapp.com/d/main#/console/15715931/326315048/preview
Aruna Raheja
added a comment - Molly Ronovsky
I have done the correction for first 2 points and uploaded the same to invision.
Swapnil Pandhare Samir Please confirm : but I don't think it is accurate to say that it shouldn't be blank. We might be sending out a form that doesn't contain any fields that need to be mapped. Do you agree..
https://careerbuilder.invisionapp.com/d/main#/console/15715931/326315048/preview
cc Trent Sherrell
Aruna Raheja I still see the error messages wrong? Also, when you insert the link for invision it asks me to login, and i dont have a login.
Molly Ronovsky : As discussed in yesterday meeting, please provide me the error messages.
Have shared Invision link with you. PFB for your reference.
https://careerbuilder.invisionapp.com/d/main#/projects/prototypes/15715931
I have also uploaded the screens on this ticket for everyone reference.
Trent Sherrell : Have done the changes suggested by Kristen and you.
cc: Samir Swapnil Pandhare Nandkumar Prabhakar Karlekar : Kindly provide your feedback onto the same.
Aruna Raheja
added a comment - Molly Ronovsky : As discussed in yesterday meeting, please provide me the error messages.
Have shared Invision link with you. PFB for your reference.
https://careerbuilder.invisionapp.com/d/main#/projects/prototypes/15715931
I have also uploaded the screens on this ticket for everyone reference.
Trent Sherrell : Have done the changes suggested by Kristen and you.
cc: Samir Swapnil Pandhare Nandkumar Prabhakar Karlekar : Kindly provide your feedback onto the same.
Aruna Raheja Hi Aruna, Trent Sherrell said the error messages were in the package that one of the UX folks sent over to you - i think Kristen maybe? Can you please confirm?
Aruna Raheja
added a comment - - edited Molly Ronovsky
I have the below messages only. Kindly check.
Aruna Raheja I think we are good on this one.
Hi All,
Just as an FYI , As we don't have fixed set of values for Template version field, "Template version" field is created as textbox instead of dropdownlist.
Thanks,
Swapnil P.
Trent Sherrell