• V2Dashboard

V2 Dashboard

V2Master | V2HighLevelDesign

• Contents

  1. V2 Dashboard
  2. Requirements
  3. Recent Project Activity
     1. Display Screen
     2. Configuration
     3. Simplified Configuration
  4. My Notifications

Requirements

The V2 Dashboard has two parts:

1. Recent Project Activity - A list of recently created and updates items of the entire system

2. My Notifications - A list of new and updated items associated with the current user

There should be separate menu items for each of these transactions.

Recent Project Activity

Display Screen

1. The Recent Project Activity should be a screen with:

   1. Add Items to Clipboard / Dossier block

   2. A row for each item which (see below for the columns)

   3. Number of Days field, with a default value from the system settings

   4. A refresh button
2. Each item, e.g. row in the block, has the following fields:

   1. Sel - Select check box for adding items to the Clipboard or Dossier

   2. Type - The item type (Revision, Task, etc.)

   3. Operation - The text New or Update, as appropriate

   4. Associated Object - Link to the object to which the item is linked. Could be empty

   5. Code - Link to the item's detail screen

   6. Description - Title, description or subject/start of note text (as appropriate)

   7. Folder - The folder where the item or it's associated object is located

   8. Issuer - The issuer or creator of the item. Might not be available for all item types.

   9. Who - User that performed the new or update operation

   10. Date - Date [and time?] of the item creation or update

Notes:

1. It may not be possible to fill all columns for all item types
2. The columns and column order should be reviewed
3. The order of the items is the latest operation at the top, follower by earlier items

Configuration

1. The exact contents of a user's Recent Project Activity screen is defined in the user's profile.
2. There is a configuration screen, consisting of multiple configuration entries.
3. Each configuration entry contains the following fields:

   1. Type - A select box for the component type, which is one of:

      1. All - All possible item type
      2. Revisions
      3. Revision Files
      4. Tasks
      5. Transmittals
      6. Users
      7. Notes

   2. New checkbox - If selected then new entries are displayed

   3. Update checkbox - If selected then update entries are displayed

   4. Folder select - The folders, including sub-folders, where the items are located.

      1. Defaults to All, which means all folders that the user has access to

Notes:

1. New configuration entries can be created
2. Existing configuration entries can be deleted
3. There must be at least one configuration entry. The last entry cannot be deleted

The default configuration is:

1. Single configuration entry

2. Type - All

3. New checkbox - selected

4. Update checkbox - not selected

5. Folder select - All selected

Simplified Configuration

1. The configuration is not part of the user profile
2. The configuration can be changed on the Recent Project Activity screen, pressing the refresh button re-displays the screen
3. The current configuration can be saved by pressing the "Save Configuration" button, or it will be silently stored if the refresh button is pressed.
4. If the user has a saved configuration, it is used as default on a new Recent Project Activity screen

5. A configuration contains a type list (see above) without the all type, at least one actions from New and Update, at least one folder (can be the root folder)

6. If it is really needed, we could add a name to a configuration and a user could have more than one configuration, which can be selected on the Recent Project Activity screen.

My Notifications

1. The My Notifications screen is similar to the Recent System Events

   1. The display is the same
   2. The configuration has the following differences:

      1. The configuration includes a Send Email checkbox

         1. This replaces the current note email checkbox in the user profile

2. The exception is that the notifications are limited to items that are associated with the user

   1. Where the user is a subscriber (e.g. issuer, recipient, subscriber)

   2. Is the who of a next up workflow step [to be defined when workflows are designed]