• DashboardSpecification

Dashboard Specification

Introduction

This page describes the functionality required for a 'dashboard' for the DrawMGT application. The end-user requirements for the dashboard are to display a list of items that they must do. These items include workflow steps and tasks assigned to the user. By default the dashboard should display items associated with the currently logged in user, but it should also allow the selection of other users.

Overview of the Dashboard HTML Page

Input Options

• Select user (default is the current user)

• Check box, include items with no plan date? (default is no)

• Button refresh

The page consists of a series of lists, contained in blocks, as described below. Each list should be in its own block with a open/close checkbox. For documents, there will be a series of blocks.

The page when, displayed in print format, should not include the input fields. But should display the user for which the list was made.

Two types of items can be displayed:

• Documents/Revisions
• Tasks

Document Workflow Step Due Dates

There will be a series of lists, in blocks, one for each workflow step that could be assigned to a user:

• Submit
• Release
• Approve-1
• Approve-2
• Approve-3
• Approve-4
• Check
• Draft
• Design
• Receive

For the workflow steps, only revisions should be listed where it is possible to complete the workflow step (e.g. the previous workflow step has been completed and the status is such that it is possible to do the next step).

It would be nice if all approval steps were combined into a single list. It might be difficult to do this.

For each list, display the following fields:

• Document/revision code, with link to the document detail screen
• View, link for displaying the publish file
• Title (of the revision)
• Plan date for the workflow step

Each list be sorted by the plan date ascending. There should be a pink background for plan dates in the past.

Tasks Due Dates

For tasks, display the following fields:

• Task ID, with link to the task detail screen
• Task type
• Task status
• Task summary (e.g. it's title)
• Task due date

The list should be sorted by the due date ascending. There should be a pink background for due dates in the past.

Testing Notes

• 2010.04.16 - Testing by AH
  • There appears to be a bug with the plan date associated with the 'check' step. When there is a planned check date, the plan date does not appear in the list. Also you have to set the 'no plan date' check box in order to get the document to appear in the list.
  • The is no indication of which workflow step needs to be performed. (Perhaps the separate lists is better?)