WORKTERRAProject Type: software

WORKTERRA

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  1. WORKTERRA
  2. WT-9236

Open Enrollment Dashboard

    Details

    • Type: Enhancement
    • Status: Closed
    • Priority: High
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Export
    • Reported by:
      Support
    • Item State:
      Development - On Hold
    • Sprint:
      WT Sprint 31 - Enhancement, WT Sprint 32 - Enhancement
    • Feature Category:
      New
    • Severity:
      Medium

      Description

      Requirements are documented in the attached specs. It is kept in sync with Confluence page as of July 11, 2017.

        Attachments

        1. Observation.png
          Observation.png
          51 kB
        2. OE+Dashboard+Requirements.doc
          78 kB
        3. OE-Dashboard.jpg
          OE-Dashboard.jpg
          1.10 MB
        4. OE Dashboard.zip
          3.85 MB
        5. OE-Dashboard-column-open.jpg
          OE-Dashboard-column-open.jpg
          1.11 MB
        6. screenshot-1.png
          screenshot-1.png
          107 kB
        7. screenshot-2.png
          screenshot-2.png
          3 kB

          Issue Links

          causes

          Bug - A problem which impairs or prevents the functions of the product. WT-10650 OE dashboard -> Oe dashboard is getting Server Error

          • Critical - This problem will block progress.
          • Closed

          Bug - A problem which impairs or prevents the functions of the product. WT-11170 Compatibility Issues - UI is getting disturbed - mozilla Firefox

          • Low - Minor problem or easily worked around.
          • Resolution Setting
          relates to

          Enhancement - An improvement or enhancement to an existing feature or task. NF-4497 UI Refresh -> Open Enrollment Dashboard

          • Medium - Has the potential to affect progress.
          • Resolution Setting

          Enhancement - An improvement or enhancement to an existing feature or task. NF-5103 UIRefresh CLONE - Export Configuration Screen for company access to Open Enrollment Dashboard.

          • Medium - Has the potential to affect progress.
          • Resolution Setting

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10347 OE Enrollment dashboard merging to existing 2017 UI

          • Critical - This problem will block progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10480 Triggers to update system data to dashboard data

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10481 Open enrollment dashboard - Search Filters 

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10482 Configuration Screen - User access restriction of import/export functionality.

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10483 Introducing client executive and edi executive(for company) fields on company information(system settings) page.

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10484 Introducing Carrier Contact fields on Template Notes. 

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10485 Database table and data structure creation

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10486 Populate open enrollment dashboard data.

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10487 Save and update open enrollment dashboard details.

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10488 Export open enrollment dashboard data to excel file.

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10489 Import excel file and update open enrollment dashboard details(respective template/company).

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10490 Open enrollment dashboard - column sequencing

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10491 Automated service/job to flip current year flag.

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10492 Automated service/job to set the template’s schedule start date.

          • Medium - Has the potential to affect progress.
          • Closed

          Change Request - Change Request WT-10493 Changes in OE dashboard export feature

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10592 Export Configuration Screen for company access to Open Enrollment Dashboard.

          • Medium - Has the potential to affect progress.
          • Closed

          Enhancement - An improvement or enhancement to an existing feature or task. WT-10811 Change Financial year column to OE Effective Date on dashboard

          • Medium - Has the potential to affect progress.
          • Closed

            Activity

            Ascending order - Click to sort in descending order
            27 older comments
            Hide
            Permalink
            abhay.patil Abhay Patil (Inactive) added a comment -

            Adding testing feedback reported by Van Nguyen.

            Error:
            Austin: template: TEST VSP Van
            “EDI Analyst” field. I tried to overwrite this field with “Van Nguyen,” but I got a message stating “No changes found” after I clicked “Save.”

            In “Advanced Filtering,” there’s no option to “Check All” or “Uncheck All”

            Success:
            “OE Start Date” field. I added 10/01/2017 and it saved successfully.
            “OE End Date” field. I added 10/31/2017 and it saved successfully.
            “OE File Due Date” field. I added 12/01/2017 and it saved successfully.
            “Is New Structure” field. I clicked on the checkbox and it saved successfully.
            “OE File Sent Date” field. I added 12/01/2017 and it saved successfully.
            “Carrier Confirmation Date” field. I added 12/5/2017 and it saved successfully.
            “Data Discrepancies Processed” field. I added 12/6/2017 and it saved successfully.

            Show
            abhay.patil Abhay Patil (Inactive) added a comment - Adding testing feedback reported by Van Nguyen . Error : Austin: template: TEST VSP Van “ EDI Analyst” field. I tried to overwrite this field with “Van Nguyen,” but I got a message stating “No changes found” after I clicked “Save.” In “Advanced Filtering,” there’s no option to “Check All” or “Uncheck All” Success : “OE Start Date” field. I added 10/01/2017 and it saved successfully. “OE End Date” field. I added 10/31/2017 and it saved successfully. “OE File Due Date” field. I added 12/01/2017 and it saved successfully. “Is New Structure” field. I clicked on the checkbox and it saved successfully. “OE File Sent Date” field. I added 12/01/2017 and it saved successfully. “Carrier Confirmation Date” field. I added 12/5/2017 and it saved successfully. “Data Discrepancies Processed” field. I added 12/6/2017 and it saved successfully.
            Hide
            Permalink
            Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment -

            Hi Abhay Patil,

            We have created JIRA WT-10864 for above issue.

            Please check and let us know if you have any questions.

            Thanks,
            Ganesh

            Show
            Ganesh.sadawarte Ganesh Sadawarte (Inactive) added a comment - Hi Abhay Patil , We have created JIRA WT-10864 for above issue. Please check and let us know if you have any questions. Thanks, Ganesh
            Hide
            Permalink
            Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment -

            Hi Abhay and Amit,

            We need to discuss below one point related to OE dashboard.

            Currently, Whenever someone enters OE dates on company information page then those dates gets reflected into dashboard and after that those date cannot be modified from dashboard.

            For this year, there won't be any problems with this, However when we go to next year and come closer to next year's OE then these dates will still be there and user cannot modify it as those dates were entered on Company information.

            One solution to this could be reset "updated from company" flag ( we use this to determine whether to allow user to modify OE dates ) on a particular date automatically.
            This date could be OE end date of respective company. Let us know your views on same. Thanks.

            Show
            Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment - Hi Abhay and Amit, We need to discuss below one point related to OE dashboard. Currently, Whenever someone enters OE dates on company information page then those dates gets reflected into dashboard and after that those date cannot be modified from dashboard. For this year, there won't be any problems with this, However when we go to next year and come closer to next year's OE then these dates will still be there and user cannot modify it as those dates were entered on Company information. One solution to this could be reset "updated from company" flag ( we use this to determine whether to allow user to modify OE dates ) on a particular date automatically. This date could be OE end date of respective company. Let us know your views on same. Thanks.
            Hide
            Permalink
            swapnil.eksambekar Swapnil Eksambekar (Inactive) added a comment -

            Hi Vinayak Kulkarni and Ganesh Sadawarte,

            Take a note of below observations:-

            1.As per implementation , During File importing we have to delete rows for the templates which we dont want to change as they are not reflected on OE dashboard,but when we insert any another value in deleted rows,it will create bad file for that with unknown Company ID .

            2.All data flushed out after making schedule off for Group / Company level templates,i.e values saved before scheduling off ,it will not persists on Dashboard again.(Editable fields such as EDI analyst,OE start date ,End date)

            3.: If OE start date and OE end date are editable from OE dashboard,after exporting it as per implementation ,we can change Dates from exporte file and Insert new dates,But for one company it should reflect one OE start date or end date for all templates ,which is not handled for importing.
            For example, If OE start date is 09/06/2017 and OE end date is 09/07/2017 for all templates , when we export it and done changes for only one template as OE start date 06/01/2017 and OE end date 06/06/2017 then it is only reflected for one template as shown in attachment below.
            It is causing discrepancy.

            CC-Amit ThorveAbhay PatilHrishikesh DeshpandeAniruddha DevGaurav SodaniRakesh Roy

            Show
            swapnil.eksambekar Swapnil Eksambekar (Inactive) added a comment - Hi Vinayak Kulkarni and Ganesh Sadawarte , Take a note of below observations :- 1.As per implementation , During File importing we have to delete rows for the templates which we dont want to change as they are not reflected on OE dashboard,but when we insert any another value in deleted rows,it will create bad file for that with unknown Company ID . 2.All data flushed out after making schedule off for Group / Company level templates,i.e values saved before scheduling off ,it will not persists on Dashboard again.(Editable fields such as EDI analyst,OE start date ,End date) 3.: If OE start date and OE end date are editable from OE dashboard,after exporting it as per implementation ,we can change Dates from exporte file and Insert new dates,But for one company it should reflect one OE start date or end date for all templates ,which is not handled for importing. For example, If OE start date is 09/06/2017 and OE end date is 09/07/2017 for all templates , when we export it and done changes for only one template as OE start date 06/01/2017 and OE end date 06/06/2017 then it is only reflected for one template as shown in attachment below. It is causing discrepancy. CC- Amit Thorve Abhay Patil Hrishikesh Deshpande Aniruddha Dev Gaurav Sodani Rakesh Roy
            Hide
            Permalink
            Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment -

            As all linked WT tickets are assigned to QA, assigning parent ticket to QA as well.

            Show
            Vinayak.Kulkarni Vinayak Kulkarni (Inactive) added a comment - As all linked WT tickets are assigned to QA, assigning parent ticket to QA as well.

              People

              Assignee:
              swapnil.eksambekar Swapnil Eksambekar (Inactive)
              Reporter:
              abhay.patil Abhay Patil (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              10 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

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