Visibility Redesign

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Revision as of 20:47, 20 November 2010

About

This is a project.

Parent Mantis

0002553: [*11 Alex] (SA and BA) Visibility groups

Requirements

System re-design required in the area of Record Visibility to make it more flexible and convenient to use.

CT Record Visibility (definition). It is a set of criteria that allow or prohibit any given CT2 user to see (and potentially manage) any given CT2 shipment record.

Flexibility requirement. At the moment certain non trivial cases are hard or impossible to configure. This should be resolved.

Convenience requirement. Management of visibility should be easy and fast.

Examples

Example 1.

Client Company A (E0 field on CT record) has users that may want to see more than only "their" company, however, they only need to see a "portion" of the other company based on some criteria (for example "only" ocean shipments from Europe).

Example 2.

Maticplast Users (possible choices):

Client Maticplast

as defined by E0

From Maticplast "to COTY"

shipper (maticplast) AND consignee (COTY)

from Maticplast to "EA"

shipper (maticplast) AND consignee (Elizabeth Arden, CEI, Kolmar, Evergreen etc)

From "Maticplast" (to "client")

shipper (maticplast) AND E0 Client "Elizabeth Arden"

From "Maticplast" (to all)

shipper (maticplast)

Note: (maticplast) could be multiple addresses (one in Rome, one in Milan, one in Naples)

Design Ideas

SA Notes

Visibility criteria

In order for user X to see CT record#Y specific Visibility criteria should be satisfied.

Visibility criteria is a logical condition (Database Query String) expressed in terms of constraints on values of specific CT fields. It is similar to defining some filters before generating report.

Example.

Business requirement:

User A should only see shipments from Shipper "Multiplast" to Consignee "COTY" or Consignee "Kolmar".

To satisfy this requirement Visibility criteria should be:

(Ct#Shipper = "Multiplast") AND (Ct#Consignee = "COTY" ) OR

(Ct#Shipper = "Multiplast") AND (Ct#Consignee = "Kolmar")

3 ways to define Visibility criteria for a user

I see 3 ways to define Visibility criteria for a user. All or just some could be implemented.

Through User Profile. Visibility criteria could be defined right in the individual user profile.

For a group of users. Visibility Criteria could be defined for a group of users. First, group of users would be selected based on some set filters and then Visibility Criteria could be applied to them.

Through Visibility Templates a.k.a. Visibility Groups. Visibility Criteria could be saved as a Visibility Template so that later it could be used to apply to other users with the same visibility.

Scope

Visibility Management for the following types of users is out of scope of this project:

Jaguar users
Non-Jaguar users with Shipper and Planner roles

Data Migration

After new model is deployed we need to make sure that existing visibility for existing users is preserved.

History

@@ Line 80: / Line 80: @@
 * Non-Jaguar users with Shipper and Planner roles
-== Data Migration ==
+=== Data Migration ===
-After new model is deployed potentially we will need to fix some existing users and shipment records.
+After new model is deployed we need to make sure that existing visibility for existing users is preserved.
-== Remaining Questions ==
-* do we want to allow to define visibility through filters outside of VG?
-* do we want to let edit filters inside user profile or leave them just read only?
-* do we want to give user a choice how to connect visibility strings by OR or by AND (now for simplicity we allow OR only)
-* need usability study to clarify above
-* additional visibility filters to be defined
-* Client Company E0 entity should be clearly defined in a business sense. At the moment it seems to be used for several unrelated reasons: company that initiates order (CT), company that we bill for the order, company that has a visibility to the CT.
-* Shipper and Consignee should be also clearly defined.
-* How to deal with complexity of Shipper company defined multiple times in Company-City pairs?
-* should we add Visibility Management for the following types of users ?
-** Jaguar users
-** Non-Jaguar users with Shipper and Planner roles
-== Figures ==
-=== Figure 1 User List ===
-[[File:User list.JPG]]
-=== Figure 2 Define visibility panel ===
-[[File:Vg pop up.JPG]]
-=== Figure 3 VG Management ===
-[[File:VG management.JPG]]
-=== Figure 4 User profile ===
-[[File:User prof.JPG]]
 == History ==