V2 Usability Review
Contents
- V2 Usability Review
- Version History
- General Notes
- General
- Main Menu
-
Documents
- Documents General
- Documents -> List
-
Documents -> Detail
- Documents -> Detail -> General Comments
- Documents -> Detail -> Identification
- Documents -> Detail -> Folder
- Documents -> Detail -> Classification
- Documents -> Detail -> Revisions
- Documents -> Detail -> Revisions -> + New Revision
- Documents -> Detail -> Revisions -> Identification
- Documents -> Detail -> Revisions -> Classifications
- Documents -> Detail -> Revisions -> Revision Files
- Documents -> Detail -> Revisions -> Revision Files -> +File
- Documents -> Detail -> Revisions -> Revision Files -> +File -> Upload New File
- Documents -> Detail -> Revisions -> Revision Files -> +File -> Attach Uploaded File
- Documents -> Detail -> Revisions -> Note -> Edit
- Documents -> Detail -> Revisions -> Note -> Attached Files
- Documents -> Detail -> Revisions -> Note -> Attached Files -> +File -> Upload New File
- Documents -> Detail -> Revisions -> Note -> Attached Files -> +File -> Attach Uploaded File
- Documents -> Detail -> Edit
- Documents -> New Document
-
Tasks
- Tasks General
- Tasks -> List
-
Tasks -> Detail
- Tasks -> Detail -> Identification
- Tasks -> Detail -> Folder
- Tasks -> Detail -> Classification
- Tasks -> Detail -> Responsibilities and Due Dates
- Tasks -> Detail -> Notes
- Tasks -> Detail -> Notes -> + New Note
- Tasks -> Detail -> Notes -> Attach + New File -> Upload New File
- Tasks -> Detail -> Notes -> Attach + New File -> Attach Uploaded File
- Tasks -> Detail -> Edit
- Tasks -> New Task
- Transmittals
-
Tools
- Tools -> Dossiers
- Tools -> Dossiers -> List
- Tools -> Dossiers -> Detail
- Tools -> Dossiers -> Detail -> Edit
- Tools -> Dossiers -> New Dossier
- Tools -> File Management -> general notes
- Tools -> File Management -> List
- Tools -> File Management -> Detail
- Tools -> File Management -> List -> Edit
- Tools -> File Management -> Upload Files
-
Project
- Project -> general notes
- Project -> Project Team -> List
- Project -> Project Team -> Details
- Project -> Project Team -> Edit
- Project -> Project Team -> New
- Project -> Project Team -> Access Privileges
- Project -> Folders -> general notes
- Project -> Folder -> List
- Project -> Folder -> New Folder
- Project -> Classification
- Project -> Classification -> Classification Lists
- Project -> Classification -> Classification Lists -> New Classification
- user@xxx.yyy -> User Profiles
- Help
Version History
2013-08-22 - R1 - JK initial draft
2013-08-28 - R2 - JK update
2013-09-05 - R3 - JK update
2013-09-20 - R3-TN - TN/AH updates, review for implementation of corrections
2013-09-24 - R3a - Merge of AH/TN updates with JK's updates to Revisions -> Files, and Files
2013-09-26 - R3a-TN - TN updates after implementing one star jobs
2013-09-30 - TN - TN update, datepicker implemented
2013-10-02 - TN - TN update, file upload simplified, chosen select implemented
2013-10-02 - TN - TN update, block open/close status saved
2013-10-09 - TN - TN update, multiple file upload, file attachment implemented
2013-11-06 - TN - JK review of transmittals
2013-12-19 - TN - JK's V5 merged
2014-01-14 - JK - all Done items deleted; all P2, P3, Note items deleted; all comments now for MVA
2014-01-20 - TN - JK's notes of 2014-01-14 reviewed, partially implemented
General Notes
Testing
Need to test as users with differing privileges, PBI-0208
Testing using Chrome Browser, Version 29.0.1547.57
Need to test with other browsers PBI-0207
Priorities
Difficulty Ratings
Terminology
Ensure that terminology is consistent across the entire V2 system [P1], PBI-0206
General
System response needs to be monitored PBI-0197
(When a classification field is shown in a select, show also (abbreviated) code) [P1 - FINAL CHECK]
(Status of a user's open and closed blocks preserved)-- [DONE]
conflicts with Revisions display [see below Documents -> Details -> Revisions] [P1 - FINAL CHECK]
("ToDo" features (e.g. Responsibilities and Due Dates") "turned off") [P1 - DECIDE FOR MVA]
(File Categories should be reviewed:) DONE [2013-12-20]
- (Revision Files: Publish and Source)
(Working Files / Attached Files: Draft, Markup, Source, Information, Documentation) [P1 - FINAL CHECK]
- Codes should be added
File filtering and sorting for MVA needs discussion and finalization. [P1+]
Names of downloaded files (especially Revision Files) needs review. [P1]
Description/Summary fields (and similar for other objects) to be removed from system data after longer text fields are implemented in Classifications [P1] DONE [2014-01-23]
description/summary etc. should then be included as classification fields
Introduce basic colour concepts to objects (e.g. different background color tones for block headers, row headers) [P1]
- It should be possible to copy-paste HTML table data directly into a spreadsheet
Main Menu
Display Works Organiser in a distinctive way. [DECIDE FOR MVA]
Display Project Name (linked to home page with project information) [P1]
Documents
Documents General
Documents -> List
Code: introduce no-break DONE [2014-01-22]
Document Type heading: rename to Type DONE [2014-01-22]
Type Column: show Codes and not full text DONE [2014-01-22]
Revision Type heading: rename to Rev. DONE [2014-01-22]
Rev. Column: show Codes and not full text DONE [2014-01-22]
Folder Column: do not show DONE [2014-01-22]
Date Column: introduce no-break DONE [2014-01-22]
Documents -> List -> Filtering (Sorting and Searching)
Need general review for MVA [P1+]
- rework for MVA should be clean-up and improvement of menu ordering which can easily be done (no significant rework until rewrite with new gem)
- aim for MVA should be to have similar lists for filtering and sorting, and similar lists across objects (to the extent easily done)
- for MVA, filtering/sorting lists can be shortened, where this will improve usability
- filtering/sorting should be the last item tackled for the MVA, as it has less impact on initial release
Change Simple Conditions and Simple Sorting to just Conditions and Sorting [P1] TN * DONE [2013-09-26]
Folder searching is in two places (Revisions, Folders)
One folder search is enough, with select as in Revisions [P1] TN * DONE [2013-09-26]
Language to be cleaned up and simplified in all criteria selects (e.g. asset file name?) [P1] DONE [2013-09-26]
Language to be cleaned up and simplified in equals select [P1]
Contains actually does contains all (all items to be checked) [P1] TN * DONE [2013-09-26]
Simple Conditions search displays Add Value button,
This should also be displayed for Classification Search [P1] TN ***
Saved searches (e.g. for reporting) [P3] TN ***
Conditions: menu structure should be the same as the menu for sorting [P1] TN 2013-12-23: it can not be the same until we are using ransack
--> I find the sorting menu to be better, Folder and User are shown in sub-menu
--> but rename User to Author
--> Sub-titles are then: Document, Revision, Folder, Author (suggest in this order) TN 2013-12-23: revision is always the first one until we are using ransack
- (same for searching and for sorting)
Conditions -> File --> These items don't seem appropriate for Documents (use for File searching) [P1] TN 2013-12-23: why?
--> e.g. I'm looking for documents which has no revision file uploaded, etc.
Conditions -> File Type --> These items don't seem appropriate for Documents (use for File searching) [P1] TN 2013-12-23: why?
Conditions -> File: Object Type --> not clear what this is (no menu displayed in select) [P1] TN - removed DONE [2013-12-23]
--> also gives strange results (for v2po-jk with condition set to "present" repeats test document several times,
with condition set to "blank" show two instances ??)
- Conditions: searching seems confusing [P1]
--> "equals (any)" doesn't work TN 2013-12-23: it works. Please provide an example
--> not obvious that full data yyyy-mm-dd must be input for date searches
(why not just year or yyyy-mm ?) TN 2013-12-23: date is date. Use 2 conditions (greater than or equal to and less than or equal to)
--> searching for titles "is present" fails if any of the four title fields not populated TN 2013-12-23: fails means 'not found'?
--> expected behavior is should fail if none of the four title fields not populated TN 2013-12-23: it is so, as I see
--> needs thorough check to make sure that searching works as expected
Conditions: for alpha searches what is the difference between equals and contains? [P1] TN 2013-12-23: equals is '= value' and contains is 'like "%value%'
Conditions -> Document: Number --> not clear what this is (there are no document numbers) [P1] TN 2013-12-23: not used, removed DONE [2013-12-23]
Conditions -> Revision: Number --> not clear what this is (there are no revision numbers) [P1] TN 2013-12-23: sequence number of a revision, removed from search
Conditions -> Revision: User --> uses numerical search criteria, would expect alpha criteria for user names [P1] DONE [2013-12-23]
Classifications: should be analog to conditions, e.g. expressions should be used [P1] TN 2013-12-23: ~2 days
==> for example to find all documents that have not been assigned a particular classification
- saved searches (e.g. for reporting) [P3]
Sorting --> see comments for Conditions [P1]
Sorting --> default should be ascending (not blank) [P1] DONE [2013-12-23]
Documents -> List -> Add Items to Dossier
Need final review for MVA [P1]
Change text "Add Items to New Dossier Yes [] /No []" to Add Item to: New Dossier [] / Old Dossier [] DONE [2014-01-20]
Documents -> Detail
Documents -> Detail -> General Comments
Documents -> Detail -> Identification
Documents -> Detail -> Folder
Documents -> Detail -> Classification
Documents -> Detail -> Revisions
When a revision is clicked on the document list, document detail should display the opened revision, with the Revision File block opened to the revision clicked [P1]
* this is particularly important when a user just wants to view a file (e.g. published file of a particular revision), this needs to be easy DONE [2014-01-20]
Documents -> Detail -> Revisions -> + New Revision
Documents -> Detail -> Revisions -> Identification
Final decision on whether to have system data Description field, or to require a classification field for this
Description field (and similar for other objects) to be removed from system data after longer text fields are implemented in Classifications [P1] DONE [2014-01-23]
Documents -> Detail -> Revisions -> Classifications
Documents -> Detail -> Revisions -> Revision Files
- Downloaded file gets name of document concatenated with original filename. This is awkward (and ugly).
Final discussion needed for naming of revision files for downloading [P1] PBI-0188
KAJ to TN: Date format looks fine to me
Documents -> Detail -> Revisions -> Revision Files -> +File
Documents -> Detail -> Revisions -> Revision Files -> +File -> Upload New File
See Tools -> File Management
- regarding screen titles and buttons
File category [Revision File or Working File] is still displayed. This is obsolete and should be removed. [P1]
Documents -> Detail -> Revisions -> Revision Files -> +File -> Attach Uploaded File
BUG: if I select a folder and then remove it (clicking x), and then try to select a file to upload, I get a select which just has a list of numbers. DONE [2014-01-20]
File category [Revision File or Working File] is still displayed. This is obsolete and should be removed. [P1]
Documents -> Detail -> Revisions -> Note -> Edit
Change screen title from e.g. 'Edit Note for DWG-LOT01-DAM-EXCV-001-3"
to e.g. 'Edit Note for DWG-LOT01-DAM-EXCV-001 - Revision 3" (same as Edit screen) DONE [2014-01-20]
Date for Note can be set to a future date: feature or bug? (probably general issue, maybe display future dates in red?) [post-MVA], PBI-0209
Documents -> Detail -> Revisions -> Note -> Attached Files
Downloaded file gets name of document concatenated with original filename. For Attached Files this seems a good solution. PBI-188
Documents -> Detail -> Revisions -> Note -> Attached Files -> +File -> Upload New File
First screen has title e.g. "Attach New or Non-Attached File To 2 - Note of 2014-01-12 19:48"
Document Code is missing (only revision number =2 shown) --> Add Document Code [P1] DONE [2014-01-20]
1. File Type: only Attachment is in list. Is this correct? If so, then should be pre-selected [P1]
* Need discussion AH/JK
Second file upload screen: see remarks for Revision Files [P1]
Documents -> Detail -> Revisions -> Note -> Attached Files -> +File -> Attach Uploaded File
BUG: same as for Revision Files
Documents -> Detail -> Edit
Documents -> Detail -> Edit -> General Comments
1. Long response time when editing (3-5 s) and saving edits (5-10 s) - apparently was due to updated system requiring initiation 1. Introduce "Revisions" sub-headers same as for detail screen
Documents -> Detail -> Identification -> Edit
Documents -> Detail -> Folder -> Edit
1. Correct Folder block header to "Folder'
Documents -> Detail -> Classification -> Edit
Documents -> Detail -> Revisions -> Identification -> Edit
Identification sub-block missing DONE [2014-01-20]
Documents -> Detail -> Revisions -> Classifications -> Edit
BUG: If Revision Type changed, get Error: "We're sorry, but something went wrong."
Documents -> New Document
Documents -> New Document -> General Comments
1. Introduce "Revisions" sub-headers same as for detail screen
Documents -> New Document -> Identification
1. Correct Folder block header to "Folder'
Documents -> New Document -> Classification
Documents -> New Document -> Revision
Identification sub-block missing DONE [2014-01-20]
Tasks
Tasks General
Tasks -> List
Code: introduce no-break DONE [2014-01-22]
Task Type heading: rename to Type DONE [2014-01-22]
Type Column: show Codes and not full text DONE [2014-01-22]
Folder Column: do not show DONE [2014-01-22]
Date: introduce no-break DONE [2014-01-22]
Tasks -> List -> Filtering and Sorting (for searching)
see Document/Task-> List -> Filtering and Sorting [P1]
Tasks -> Detail
- Delete button displayed when notes are present [P1 - CHECK CORRECT - are attached files to notes detached or deleted?]
Tasks -> Detail -> Identification
Final decision on whether to have system data Summary field, or to require a classification field for this
Summary field (and similar for other objects) to be removed from system data after longer text fields are implemented in Classifications [P1] DONE [2014-01-23]
Tasks -> Detail -> Folder
Tasks -> Detail -> Classification
Tasks -> Detail -> Responsibilities and Due Dates
Tasks -> Detail -> Notes
Tasks -> Detail -> Notes -> + New Note
Tasks -> Detail -> Notes -> Attach + New File -> Upload New File
Tasks -> Detail -> Notes -> Attach + New File -> Attach Uploaded File
Tasks -> Detail -> Edit
Screen title should include Type (same as detail screen) DONE [2014-01-23]
Rework screen according to V2 Screen Layout wiki [P1]
main remaining work is screen title, block headers and Folder in separate block DONE [2014-01-20]
Tasks -> Detail -> Identification -> Edit
Tasks -> Detail -> Folder -> Edit
Tasks -> Detail -> Classification -> Edit
Tasks -> Detail -> Notes -> Edit
Tasks -> New Task
Rework screen according to V2 Screen Layout wiki [P1]
main remaining work is Folder in separate block DONE [2014-01-20]
Tasks -> New Task -> Identification
Issuer select should default to current user DONE [2014-01-20]
Tasks -> New Task -> Classification
Tasks -> New Task -> Task Notes -> New Note
Transmittals
Transmittals General
- Transmittal Form
- Make emailed transmittal form should consistent with (updated) transmittal detail screen, e.g. add page title, identification block, message block
The same transmittal should be displayable in the in browser [P1+]
-> View Transmittal Form downloads html file, expected behavior would be to open new window [P2]
Doesn't work for JK, Transmittal Form is downloaded DONE [2014-01-23]
-> Transmittal Form: rename Revision Code to Document Code (as referred to in Document List) [P1] DONE [2014-01-07]
-> Transmittal Form: needs wider column for Revision Code [P1] DONE [2014-01-07]
-> two row document data (File Category, File Type, File Name on second line) ugly
and can't cut and past document data into e.g. spreadsheet [CHECK] - first row is concatenated text instead of table cells
-> should be single table row for all data [P1] TN Screen Layout Issue
Emailed Transmittal Form is an attachment to email, should be in-line in email (e.g. visible in email without downloading attachment) [P2]
- Make emailed transmittal form should consistent with (updated) transmittal detail screen, e.g. add page title, identification block, message block
implement permissions for transmittal view, create/edit, transmit (see Users -> User Roles) [CHECK!!!]
Transmittal form recipients should include issuer (the From user). E.g. the sender should also be emailed a copy [P1+]
Transmittals -> List
Code: introduce no-break DONE [2014-01-22]
Transmittal Type heading: rename to Type DONE [2014-01-22]
Type Column: show Codes and not full text DONE [2014-01-22]
Folder Column: do not show DONE [2014-01-22]
Date heading: rename to Sent DONE [2014-01-22]
Date: introduce no-break DONE [2014-01-22]
Transmittals -> List -> Filtering and Sorting (for searching)
see Document -> List -> Filtering and Sorting
--> Note that searching for a specific folder seems to be now missing! TN Q - folder search is there, as I see
See Document/Task-> List -> Filtering and Sorting [P1]
Transmittals -> Detail
Transmittals -> Detail -> Identification
After transmittal sent, block header shows status "transmitted" while status shown in block is "sent". Should be "sent" for both. DONE [2014-01-20]
Transmittals -> Detail -> Message -> Header
Add small vertical white space between Message block and Header sub-block (similar to Document Revisions) DONE [2014-01-13]
Email address is missing after From name DONE [2014-01-20]
Transmittals -> Detail -> Message -> Documents
Transmittals -> Detail -> Edit
1. Detail -> Edit screens need to put into same format as detail screens DONE [2014-01-20]
Transmittals -> Detail -> Identification -> Edit
Transmittals -> Detail -> Folder -> Edit
Transmittals -> Detail -> Classification -> Edit
Transmittals -> Detail -> Message -> Header -> Edit
Transmittals -> Detail -> Message -> Text -> Edit
Transmittals -> Detail -> Message -> Documents -> Edit
Transmittals -> New
1. Detail -> Edit screens need to put into same format as detail screens DONE [2014-01-20]
Transmittals -> New Transmittal -> Identification
Transmittals -> New Transmittal -> Classification
Transmittals -> New Transmittal -> Recipients
Transmittals -> New Transmittal -> Documents
Add Revisions from Dossiers -. blue button "Add Revisions from Dossier" is less obvious than "Select" button under Select/Deselect files,
tendency is too skip right to 'Select'. Suggest blue button for "Select". DONE [2014-01-20]
Comment (also same for Edit screen): If Documents are selected from a Dossier, then only files for e.g. one of the documents is selected, all documents still go into the Transmittal. These are then displayed in the Documents block. They can be individually deleted. I believe this is correct.
Tools
Tools -> Dossiers
Tools -> Dossiers -> List
Columns in the following order: DONE [2014-01-22]
Is ID needed?? If so, it should be separate (1st) column DONE [2014-01-22] made into a separate column (please re-review)
Name (ID) column rename to Dossier (in this case better than Name) DONE [2014-01-22]
Private Dossier column renamed to Private: table contents yes/no instead of true/false DONE [2014-01-22]
Folder column: for Dossier this can be shown (lots of room) DONE [2014-01-22]
Description DONE [2014-01-22]
User column renamed to Issuer DONE [2014-01-22]
Date: introduce no-break DONE [2014-01-22]
buttons
Tools -> Dossiers -> Detail
- Screen title should be Dossier - {name} without ID
Tools -> Dossiers -> Detail -> Identification
Tools -> Dossiers -> Detail -> Items
Tools -> Dossiers -> Detail -> Edit
- Screen title should be Dossier - {name} without ID
Rework screen according to V2 Screen Layout wiki [P1]
- Remove "Show" link at bottom
Tools -> Dossiers -> New Dossier
Rework screen according to V2 Screen Layout wiki [P1]
Tools -> File Management -> general notes
Tools -> File Management -> List
Clicking on File ID: error We're sorry, something went wrong. and sometimes message page not found [P1] Unable to reproduce error [2014-01-22]
- Edit button however always seems to work
Type and File Type are confusing [P1] DONE [2014-01-22]
Type (= File Type) is OK
Rename File Type to Category (unless we think of something better) DONE [2014-01-22]
File ID column: rename to "ID" DONE [2014-01-22]
Folder Column: do not show DONE [2014-01-22]
Type Column: show Codes and not full text; DONE [2014-01-22]
- Use Codes Note (for Note Attachment) and Revision (for Revision File)
File Type column renamed to Category DONE [2014-01-22]
User column renamed to Uploader DONE [2014-01-22]
Date: introduce no-break DONE [2014-01-22]
Column should then be: ID, File Name, Type, Category, Associated Object, Description, Uploader, Uploaded, buttons DONE [2014-01-22]
Tools -> File Management -> Detail
- Screen title should include File Type using Code Note or Revision (see V2 Screen Layout wiki)
Tools -> File Management -> Detail -> Identification
1. rename File Type to Category
Tools -> File Management -> Detail -> Properties
1. rename "MIME Type" to "File Format"
Tools -> File Management -> List -> Edit
Rework screen according to V2 Screen Layout wiki [P1]
- Screen title should include File Type using Code Note or Revision (see V2 Screen Layout wiki)
Tools -> File Management -> Upload Files
rename upper banner menu from "File Management -> Import Files" to "File Management -> Upload Files" (final - to agree with screens)
in 2nd screen, for consistency, reverse button colors: "Select and Upload File(s)" -> blue, "Done" -> green
Project
Project -> general notes
Project -> Menu
Upper banner menu - suggest menu order: [P1] DONE [2014-01-23]
Project Team
Folders
Classifications
Rename sub-menu item Classifications: Classification Lists to Classification Fields DONE [2014-01-23]
To discuss [2013-01-23] [P2] Should we rename Classifications as Configuration?
The Configuration sub-menu could also contain the new sub-sub-menu item for configuring the File Categories
Project Team sub-menus - Suggest menu order: DONE [2014-01-23]
List
Organisation [ToDo] -- NOTE: Only displayed when the system is in Test Mode
Horizontal divider
Access Privileges
Horizontal divider
New Team Member -- Renamed from Create and Invite New User
List Invitations
To discuss [2014-01-23] [P2]: The New Team Member and List Invitations are unsatisfactory menu item names, as New Team Member is also a New Invitation. One suggestion for improvement would be to make an Invitations sub-menu, with sub-sub-items List and New. This, however might be confusing for administrators trying to find the New User menu item. E.g.
Project
Project Team
List
Access Privileges
Invitations
New
List
- ...
To discuss [2014-01-23] [P2]: Renamed sub-menu Resource Sub Types as Object Types
Project -> Project Team -> List
Columns in the following order: DONE [2014-01-22]
ID DONE [2014-01-22]
Last Name DONE [2014-01-22]
First Name DONE [2014-01-22]
Init (Initials) DONE [2014-01-22]
- Company
Email DONE [2014-01-22]
Access Type column renamed to "State" Changed to "Category" DONE [2014-01-22]
- OBS ("OBS" to be renamed to "ORG" as screen name in classification scheme - as part of Hydropower Demo update)
- Project Role (might be reconfigured as part of Hydropower Demo update)
Contacts
Project -> Project Team -> Details
- Fix page title to (as per screen layout wiki): Project Team - {Type} - {firstName lastName}
Project -> Project Team -> Details -> Identification
- "Company" to be added to system data fields
Project -> Project Team -> Details -> Access Privileges
- rename "Status" to "Login Enabled"
Project -> Project Team -> Edit
Project -> Project Team -> Identification -> Edit
- "Company" to be added to system data fields
- Additional Email Addresses should be included in the Identification (no separate block), as per the Detail Screen Layout wiki (and same as detail screen).
Project -> Project Team -> Access Privileges -> Edit
- add Access Privileges - Sub-header above Access Privileges block (as per Screen Detail wiki)
- rename "Status" to "Login Enabled"
Project -> Project Team -> New
- Need to consider initial configuration (and later incrementation of
- this) where many users will be added at one time. Preparing an
invitation for each user will require too much initial effort. [P2] TN# - moved to P2 by JK
- this) where many users will be added at one time. Preparing an
- Other items same as for Edit screen
Project -> Project Team -> Access Privileges
Include Project Role (OBS classification) next to Name in configuration table [P1] TN# new setting or use display on list?
- Just display in the Access Privileges table, the same as the "OBS" column in the Project Team List. The "OBS" column heading should be the screen name of Project Position from the Classification Scheme List for Users, as the "OBS" label will be adjusted.
Privileges
Privilege Levels
Informed - Read-only access, only sees the end result. Can view and create/update shared notes
Interface - Can view and create/update shared and restricted notes. Cannot change revision files
Responsible - Full access. Can view and create/update shared and restricted notes. Can create and update revision files
Approve - Same as Responsible, can also create and send transmittals
Admin - Can do everything
Privilege Matrix
Recommended Folder access privileges in the initial release are: DONE
Collaborate role has been added. This was discussed, but we need to document the privileges. DONE
Project -> Folders -> general notes
Should folders be able to be classified? [P3] TN purpose? NO, folders should not classified
Project -> Folder -> List
Should Folder & Folder List be replaced everywhere by the name of the Folder?
Future releases will likely have multiple structures (= folders) [P2] TN ? main folder? multiple structure in one project?
List (folder view) should also display the Folder Code [P1] TN * DONE [2013-09-26]
Project -> Folder -> List -> Adding Folder With (+)
Save returns to Edit (should return to list showing active sublist) [P1] TN *** DONE [2013-10-03]
Add New Folder (as in Classification List) [P1] TN * DONE [2013-09-26]
Clicking on an item goes to closed block with Edit by default,
block should be open to be meaningful [P1] - TN Detail Generally only close-able if more than one block? Or long? DONE [2013-09-26]
Project -> Folder -> New Folder
Needed? More convenient to add from list. [P1] TN DONE [2013-09-26]
Comment field should be added [P1] TN DONE
Project -> Classification
Project -> Classification -> Classification Lists
Clicking on an item goes to closed block with Edit by default
Block should be open to be meaningful [P1] TN s above
Moving folder child in sublist closes sublist (should stay open) [P1] TN *** everything is redrawn - general open/close solution needed DONE [2013-10-03]
Project -> Classification -> Classification Lists -> New Classification
Comment field should be added [P1] TN# Description not good?
If child defined data type = none is required, but this is not set by default; DONE 2014-01-08
If user sets a different data type, causes issues for document classification; TN# what is the issue?
Suggest that if child defined, data type of parent set to none by default [P1] TN#
Project -> Classification -> Document Classification (TN OBSOLETE)
Suggest Screen Code and Screen Name have Classification and Classification Code shown default [P1] TN **
Bug: if a required field is not filled in, get error page not found TN -> AH
Instead of more correct error message [P1]
user@xxx.yyy -> User Profiles
Roles shown in User Detail block are not global roles. Are they assigned roles?
Assuming they are assigned roles, then show the Folder TN * DONE [2013-09-26]
To which they apply. [P1] TN assigned role can be also global
Project Role shown in User Detail block should be renamed Global Role TN Roles->Permissions
1. Or otherwise made consistent with User Role configuration. [P1] TN DONE [2013-09-26]