Hi Sachin Hingole,

We have modified default sequence of view-only counters to below:
Total Companies
Total Number of Employee(s)
Total Number of Dependent(s)
Total Number of Employee(s) and Dependent(s)

Please note that, it will affect only SA and partner global level display, if it has default sequence set.

And we have committed this changes on code branch and it will get deployed in next build.
So assigning this jira to you.

Thanks,
Komal.

CC:Vijayendra Shinde

Environment: Codemap
Login: Partner

Issue#1
It is observed that, when one of mentioned counter is not selected and others are selected then after adding the missing counters the sequence gets changed.

Example:
Initially,Total Number of Dependent(s), Total Number of Employee(s) and Dependent(s) and Total Companies are selected. And later Total Number of Employee(s) is added.

Expected Result:
Total Companies
Total Number of Employee(s)
Total Number of Dependent(s)
Total Number of Employee(s) and Dependent(s)

Actual result:
Total Companies
Total Number of Dependent(s)
Total Number of Employee(s) and Dependent(s)
Total Number of Employee(s)

Ideally the option selected should move as per the sequence not as per the selection priority. The order should be the same irrespective of selection sequence.

Issue#2
If the Dashboard settings for the Save and Preview Server error is appearing
Steps:
SA Login > Configure Dashboard > Dashboard Counters > Make some changes > Save and Preview > Server error

Screen capture and error log attached with jira.

Issue#3

If other counters are added like Total Commission, Total Fees and Total Premium then what should be the sequence? currently, they are appearing in middle of correct sequence required.

So, re-opening the jira for mentioned issues.

Sachin Hingole Hrishikesh Deshpande Rakesh Roy

Hi Priya Dhamande,

As discussed point #1 and #3 are not issue,they depends on your sequence that you specify while save.
And for point #2, I will check reason and update the same.

Thanks,
Komal.

CC:Vijayendra Shinde

Hi Sachin Hingole,

We have committed changes related to this jira on code branch and it will get deployed in next build. So assigning this jira to you.

Thanks,
Komal.

List of modified files:

1. App/BusinessLogic/WORKTERRA/WORKTERRACommon.cs
2. App/ControllerAppTier/ControllerAppTier/WORKTERRAControllerAppTier.cs
3. Shared Library/SharedFunction/SharedFunction/WORKTERRASharedFunction.cs
4. Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/Dashboard/_EmployeeStatusChart.cshtml
5. Web/SharedFunctionWebTier/SharedFunctionWebTier/Views/Common/Dashboard/_EmployeeStatusChart.generated.cs
6. Web/Web Projects/WORKTERRA/Areas/Configuration/Controllers/DashboardConfiguration/DashboardConfigurationController.cs
7. Web/Web Projects/WORKTERRA/Areas/Configuration/Models/DashboardConfiguration/DashboardConfigurationModel.cs

Concern :
If the Dashboard settings for the Save and Preview Server error is appearing
Steps:
SA Login > Configure Dashboard > Dashboard Counters > Make some changes > Save and Preview > Server error

Cause :
This issue is present for below combonation:
1) Role type: Partner/ Broker
2) Dashboard type: Global
3) And select broker from list.

For this case user role is geeting as 'partner', due to this it is causing issue in 'Save and preview' option.

Please note that, this (Issue #2) issue is not caused by changes made for NF-5706 jira. This issue is present on Azure and pre-prod environment also.

Correction :
Passed correct role id while 'Save and preview' option.

CC:Vijayendra Shinde

Environment: Codemap
Login: Partner
Level: Global

The ordering for the counters are order are checked for sequence. The sequence can be maintained by the reordering the sequence.

Also the issue of server error is resolved and verified on Codemap. Now, no server error observed during testing. So, moving jira on Pre-prod.

Sachin Hingole Hrishikesh Deshpande

Thanks for the update; may I clarify something please? If I am logged in as Partner for userID dianawg, I can update the order of the actionable counter for the partner that I created. However, who will be controlling the dashboard that the partner dianawg see? In real application, maybe it will be a case for the brokers - will that be dependent on Ops Setup then?

Hi Diana Wong,

This whole thing depends on binding of User Access Policy to Dashboard configuration.

Currently we are not allowing partner to configure his/her own dashboard because we are showing all links irrespective of access rights of that user. If we allow them to configure dashboard then user can get links enabled on dashboard whose access not given to them.

Once we link user access policy with dashboard configuration, allowing partner to configure own dashboard will be feasible.

Parent of partner is able to configure dashboard of child. SA have access rights to configure any partner. So "dianawg" user dashboard can be configured by SA.

Please let me know if you need any details on this.

Thanks,
Vijayendra

Thanks for the info. For all the users created by SA, the order of the counters should ideally be in the proposed order. Even if we don't update the existing users, for new Partner users created, the default should be sorted. We can close this and create another low priority change request if needed. What do you think?

Hi Diana Wong,

I agree with your point. Newly added user should have default order of actionable counters as proposed by you.

Let me check. I will get back you on this.

Thank you.
Vijayendra

Hi Diana Wong,

I have created new partner user with below configuration.

And when I login with that user I am getting proposed order of the view-only counters.
Please refer below screenshot for more details.

Please let me know, if I am missing anything.

Thanks,
Komal.

CC:Vijayendra Shinde

Thanks Komal for the quick action, it looks great.

We have added new Partner on Production and login to the application using his credential. We observed that on Dashboard - counters displayed in below proposed order.

Total Companies
Total Number of Employee(s)
Total Number of Dependent(s)
Total Number of Employee(s) and Dependent(s)

Thanks,
Mahendra