Users

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[[Category:Users and Offices]]
[[Category:Users and Offices]]
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== General Info and Scope ==
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== Info ==
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* Classified As:  [[component]] 
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=== Parent Mantis ===
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* Parent Mantis: [http://mantis.jaguarfreight.com/mantis/view.php?id=597 597]
+
-
* Prerequisites: ''any articles that must be read before to understand this?''
+
-
=== Scope ===
+
[http://mantis.jaguarfreight.com/mantis/view.php?id=597 0000597: (Admin: Users / Offices) ..... ]
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* ''List what it covers and what it does not''
+
-
== Business Requirements ==
+
=== Scope of this wiki ===
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* ''This section is defined by [[Business Analyst]]''
+
-
* '' In this section this component/feature is defined from the business standpoint. All important points are listed. It could include some design details if business insists on specific design.''
+
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== Notes from Systems Architect ==
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Jag and non jag user profiles.
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* ''This section is defined by [[Systems Architect]]. It is written after [[#Business Requirements]] are defined.''
+
-
* ''The purpose of this section is to give direction to System Analysts who will write detailed specification.''
+
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== Rapid Design ==
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== Feature Set 1 ==
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* '' In some cases (component is non standard) we need to do ''preliminary'' not so detailed design before detailed final. And maybe even code it to create [[Prototype]]''
+
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* ''This section does not have to be too detailed or too formalized. We shall not spend too much time on Prototypes - they can change many times.''
+
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=== Fields ===
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Defined in 2009 - 2010 and spec was lost.
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== Detailed Design ==
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== Old History ==
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* ''This section is defined by [[Systems Analyst]]. ''
+
-
* ''It contains detailed technical design is written after [[#Business Requirements]] and [[#Technical Requirements]] are defined.''
+
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=== Summary ===
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=== Links to Archived / Old specs ===
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=== User Interface ===  
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=== Rel 2.0 ===
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=== Functionality / Use Cases ===
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Show error if user selects more than one item on the list and clicks "Edit" (jag, non jag users, jag users groups)
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* '' This section you could spit into two. But often it is hard to do since often most of functionality is UI related''
+
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=== Special Cases and Misc ===
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=== Rel 2.1 ===
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* '' If any exist''
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On Edit Non Jag users form, Part B. Visibility.
 +
* in addition to "E0. Client Company:" dropdown have another option: "E0. Client groups" (single select). NOTE: Client groups is a list in CT2: go to  Admin > Client Groups.
 +
* Only one or another can be selected (so add radio)
 +
* If "Client groups" selected then this user will have "visibility" to all CTs in that group - will see all shipment for all Clients Companies in the group selected as E0. on CTs profile.
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== QA ==
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(This was requested by Marc to accommodate Arden Client company)
-
''This section is to be written by [[QA Engineer]] or [[QA Manager]] or [[Systems Analyst]].
+
* Add a check box for Sale role to be an additional for Management role. Some user can be both in Management and Sale role. Please add this feature for Management dropdown for Type. -- [[user:Tira|Tira]] 2:45 PM November 19 2009
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=== Test Cases ===
+
* Add a check box for Credit Note Approval user to have a permission to see and take action on approve and reject credit note issued by operators (this is mainly for users who will receive an credit note approval request) -- [[user:Tira|Tira]] 2:45 PM December 23 2009
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* '' List unusual scenarios - things that user most of the time would not do but system must handle well ''
+
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* '' Do not list [[Common Test Cases]] - link to them
+
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== Look and Feel ==
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=== 0003193: [* IPortal] (ph2) Redesign user lists and user profiles  ===
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* ''This section is to be written / defined by [[Graphic Designer]] and [[UI Designer]].
 
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* '' This includes: final graphics, final layout''
 
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* '' Layout defined here should refine, provide more detials to "functional definitions" of UI as defined in [[#Functionality / Use Cases ]] section above''
 
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== Figures ==
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== SOW 2 ==
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=== Figure 1:  ===
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-
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== Misc ==
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=== Link to User Guide ===
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Mantis: 0003193: [* IPortal] (ph2) Redesign user lists and user profiles
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=== Questions  ===
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Core requirements:
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=== Request For Comments (Suggestions and Ideas) ===
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* merge Jaguar and non-Jaguar user profiles. In this case "jaguar user" will simply become one of the user roles
 +
* make user management more convenient:
 +
** add multiple filters to select various groups of users
 +
** add ability to apply action to multiple users such at the same time
 +
* improve CT visibility management
 +
* add default CT visibility filters to Jaguar user profile
 +
* add default CT visibility filters for Jaguar group profile
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=== Known Non Critical Bugs ===
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=== Default CT visibility filters for Jaguar role ===
 +
This was removed by Marc.
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* ''Critical bugs must be posted into Mantis''
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=== Default CT visibility filters for Jaguar group ===
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=== Implementation: Link To DB ===
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This was removed by Marc.
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=== Implementation: Link To Front End Code ===
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=== Implementation: Link To Back End Code ===
+
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== History of Updates ==
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=== New merged user profile ===
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=== Links to Archived / Old specs ===
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Part A:
-
=== Rel 2.0 ===
+
[[File:New merged user profile - part A.JPG]]
-
Show error if user selects more than one item on the list and clicks "Edit" (jag, non jag users, jag users groups)
+
Part B:
-
=== Rel 2.1 ===
+
[[File:New merged user profile - part B.JPG]]
-
On Edit Non Jag users form, Part B. Visibility.
+
-
* in addition to "E0. Client Company:" dropdown have another option: "E0. Client groups" (single select). NOTE: Client groups is a list in CT2: go to  Admin > Client Groups.
+
-
* Only one or another can be selected (so add radio)
+
-
* If "Client groups" selected then this user will have "visibility" to all CTs in that group - will see all shipment for all Clients Companies in the group selected as E0. on CTs profile.
+
-
(This was requested by Marc to accommodate Arden Client company)
+
=== New user management ===
-
* Add a check box for Sale role to be an additional for Management role. Some user can be both in Management and Sale role. Please add this feature for Management dropdown for Type. -- [[user:Tira|Tira]] 2:45 PM November 19 2009
+
[[File:Users panel redesigned.JPG]]
-
* Add a check box for Credit Note Approval user to have a permission to see and take action on approve and reject credit note issued by operators (this is mainly for users who will receive an credit note approval request) -- [[user:Tira|Tira]] 2:45 PM December 23 2009
+
[[File:Update user roles pop-up.JPG]]
 +
 
 +
* Filters list is user specific
 +
* "Make public" option makes it available for all users. This filter will appear on Filters List of other users.
 +
 
 +
[[File:Filters management.JPG]]
 +
 
 +
=== Visibility Settings Redesigned ===
 +
 
 +
[[File:CT visibility settings.JPG]]
 +
 
 +
=== Feature Set 2 ===
 +
see [[#SOW 2]]
 +
 
 +
=== SOW 2 Implem notes ===
 +
 
 +
* new Users admin is here and should be used: Admin > Users Admin
 +
 
 +
* old admin is still in the menu just in case new one is buggy
 +
 
 +
* horizontal scroll - need separate task per Roma since it is not trivial and global setting (need new mantis!)
 +
 
 +
* Dashboard management was added (spec missed this). In the next SOW we should indicate what dashboard corresponds to what App
 +
 
 +
* domain name - must be dropdown
 +
 
 +
* Filters management panel - not completed
 +
 
 +
* Action Management panel - not completed
 +
 
 +
* Why do we need both Archived and non Active - need to be addressed in the future
 +
 
 +
== SOW 3 ==
 +
 
 +
* indicate what dashboard corresponds to what App
 +
 
 +
* domain name - must be drop down
 +
 
 +
* Filters management panel - complete from SOW 2
 +
 
 +
* Action Management panel - complete from SOW 2
 +
 
 +
* rearrange Users / Offices component - reduce num of tabs, etc (this will speed it up)
 +
 
 +
=== SOW 3 Implementation Notes ===
 +
*Dashboard configuration separated into two panels according it's applications (Client or Internal)
 +
* User Admin Window
 +
** Filter management panel improved   
 +
*** Email domain names in drop down
 +
*** Added Company City name filter
 +
*** Filters management panel
 +
*** Store user's filters
 +
 
 +
** Action Management panel; (not implemented Additional Actions drop box, because list of additional actions is not defined yet)
 +
** Rearranged Users and Offices component. Removed Jaguar Users and Non-Jag Users tabs. Renamed to "Offices and Jaguar Users Groups"
 +
 
 +
== SOW 4 ==
 +
 
 +
Add visibility templates temp: re-use this: http://ct.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Visibility_Redesign&oldid=16868
 +
 
 +
== SOW 5 ==
 +
 
 +
Mantis: [http://ct.jaguarfreight.com/mantis/view.php?id=2044 0002044]: (Users / Offices) Need ability to automatically disable a user, once that user is archived (RELATED TO [http://ct.jaguarfreight.com/mantis/view.php?id=1639 0001639])
 +
 
 +
'''Core requirements:'''
 +
 
 +
* a removal/unchecking of the “active” checkmark in the profile should be automated/linked to the archiving feature, so as to have only 1 operation when a user is removed.
 +
 
 +
'''Solution:'''
 +
 
 +
* It is suggested:
 +
:1) to merge functionality of "Archive/Restore" feature and "Active" checkbox into "Archive/Restore";
 +
:2) remove "Active" checkbox from "Edit User Profile" window.
 +
 
 +
== SOW 6 Multieditors and Wizards to create and edit multiple users quickly ==
 +
 
 +
'''mant:''' 0004174
 +
 
 +
'''spec:'''
 +
=== SOW 6 Core need ===
 +
New mechanism is required to speed up a) creation and b) editing of a user or a group of users.
 +
Both for internal and external users.
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=== <Update type>:<Update Summary> ===
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At least these sections are involved:
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==== Update General Info ====
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* mantis: <link> ''if applicable''
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* If Y then remove this link from here --> [[BR to be updated]]
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* Admin > Users Admin
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* If Y then remove this link from here --> [[Design to be updated]]
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* Reports > Scheduled
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*  If Y then remove this link from here --> [[QA to be updated]]
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* ''Update types: [[Re-design]] / [[Tweak]] / Etc ''
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Ideas:
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* ''Ideally update all sections of spec (see above) right away. If you have no time to update spec now or multiple people have to be involved then define task here and come back to update later. In this case add links from here to "TBU wiki tag articles" - see above.
+
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==== Update Description ====
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* extended multieditor for users
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* ''Briefly explain what was done and list links to updated sections.''
+
* wizards
 +
* xls upload with user info

Current revision as of 19:39, 10 May 2013


Contents

[edit] Info

[edit] Parent Mantis

0000597: (Admin: Users / Offices) .....

[edit] Scope of this wiki

Jag and non jag user profiles.

[edit] Feature Set 1

Defined in 2009 - 2010 and spec was lost.

[edit] Old History

[edit] Links to Archived / Old specs

[edit] Rel 2.0

Show error if user selects more than one item on the list and clicks "Edit" (jag, non jag users, jag users groups)

[edit] Rel 2.1

On Edit Non Jag users form, Part B. Visibility.

  • in addition to "E0. Client Company:" dropdown have another option: "E0. Client groups" (single select). NOTE: Client groups is a list in CT2: go to Admin > Client Groups.
  • Only one or another can be selected (so add radio)
  • If "Client groups" selected then this user will have "visibility" to all CTs in that group - will see all shipment for all Clients Companies in the group selected as E0. on CTs profile.

(This was requested by Marc to accommodate Arden Client company)

  • Add a check box for Sale role to be an additional for Management role. Some user can be both in Management and Sale role. Please add this feature for Management dropdown for Type. -- Tira 2:45 PM November 19 2009
  • Add a check box for Credit Note Approval user to have a permission to see and take action on approve and reject credit note issued by operators (this is mainly for users who will receive an credit note approval request) -- Tira 2:45 PM December 23 2009

[edit] 0003193: [* IPortal] (ph2) Redesign user lists and user profiles

[edit] SOW 2

Mantis: 0003193: [* IPortal] (ph2) Redesign user lists and user profiles

Core requirements:

  • merge Jaguar and non-Jaguar user profiles. In this case "jaguar user" will simply become one of the user roles
  • make user management more convenient:
    • add multiple filters to select various groups of users
    • add ability to apply action to multiple users such at the same time
  • improve CT visibility management
  • add default CT visibility filters to Jaguar user profile
  • add default CT visibility filters for Jaguar group profile

[edit] Default CT visibility filters for Jaguar role

This was removed by Marc.

[edit] Default CT visibility filters for Jaguar group

This was removed by Marc.

[edit] New merged user profile

Part A:

File:New merged user profile - part A.JPG

Part B:

File:New merged user profile - part B.JPG

[edit] New user management

File:Users panel redesigned.JPG

File:Update user roles pop-up.JPG

  • Filters list is user specific
  • "Make public" option makes it available for all users. This filter will appear on Filters List of other users.

File:Filters management.JPG

[edit] Visibility Settings Redesigned

File:CT visibility settings.JPG

[edit] Feature Set 2

see #SOW 2

[edit] SOW 2 Implem notes

  • new Users admin is here and should be used: Admin > Users Admin
  • old admin is still in the menu just in case new one is buggy
  • horizontal scroll - need separate task per Roma since it is not trivial and global setting (need new mantis!)
  • Dashboard management was added (spec missed this). In the next SOW we should indicate what dashboard corresponds to what App
  • domain name - must be dropdown
  • Filters management panel - not completed
  • Action Management panel - not completed
  • Why do we need both Archived and non Active - need to be addressed in the future

[edit] SOW 3

  • indicate what dashboard corresponds to what App
  • domain name - must be drop down
  • Filters management panel - complete from SOW 2
  • Action Management panel - complete from SOW 2
  • rearrange Users / Offices component - reduce num of tabs, etc (this will speed it up)

[edit] SOW 3 Implementation Notes

  • Dashboard configuration separated into two panels according it's applications (Client or Internal)
  • User Admin Window
    • Filter management panel improved
      • Email domain names in drop down
      • Added Company City name filter
      • Filters management panel
      • Store user's filters
    • Action Management panel; (not implemented Additional Actions drop box, because list of additional actions is not defined yet)
    • Rearranged Users and Offices component. Removed Jaguar Users and Non-Jag Users tabs. Renamed to "Offices and Jaguar Users Groups"

[edit] SOW 4

Add visibility templates temp: re-use this: http://ct.jaguarfreight.com/mediawiki-1.15.0/index.php?title=Visibility_Redesign&oldid=16868

[edit] SOW 5

Mantis: 0002044: (Users / Offices) Need ability to automatically disable a user, once that user is archived (RELATED TO 0001639)

Core requirements:

  • a removal/unchecking of the “active” checkmark in the profile should be automated/linked to the archiving feature, so as to have only 1 operation when a user is removed.

Solution:

  • It is suggested:
1) to merge functionality of "Archive/Restore" feature and "Active" checkbox into "Archive/Restore";
2) remove "Active" checkbox from "Edit User Profile" window.

[edit] SOW 6 Multieditors and Wizards to create and edit multiple users quickly

mant: 0004174

spec:

[edit] SOW 6 Core need

New mechanism is required to speed up a) creation and b) editing of a user or a group of users.

Both for internal and external users.

At least these sections are involved:

  • Admin > Users Admin
  • Reports > Scheduled

Ideas:

  • extended multieditor for users
  • wizards
  • xls upload with user info
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