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Planning to implement "Status Timeline" in Requests Popup #436

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OButlerOcc opened this issue Sep 5, 2024 · 1 comment
Closed

Planning to implement "Status Timeline" in Requests Popup #436

OButlerOcc opened this issue Sep 5, 2024 · 1 comment
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@OButlerOcc
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OButlerOcc commented Sep 5, 2024

Overview

Current Implementation
For each request, researches can read what status it is, without having any clue how many steps are needed before the request will be approved/fulfilled.

-> We want to improve the information currently provided, by adding a visual representation of how far a request progressed.
This representation will be available within the popup opened when a request is selected and opened.

Requirements

Following what have been described in the above section (and, in more details from epic #425):

  • This representation should be available for all requests for that researcher
  • This representation should display the current status and how many statuses there are
  • This representation should show where on the cycle the current status is
  • This representation should be available/visible within the request popup
  • This representation will group statuses into a more readable format (e.g. In review to represent in review Assigned, in review feasibility etc.)

List of all Status Request

[currently available/implemented]

Status Description Comment
Draft (researcher) Request submission approval, Close Request Not in Timeline
Awaiting approval (approver) Approve, Return to author In Research Timeline - Not in Admin Timeline
Awaiting pickup (administrator) Assign, Return to author In Both Timelines
In review, assigned (administrator) Assign, Record admin approval, Request management approval, Return to author In Both Timelines
In review, feasibility (administrator) Assign, Record management approval, Request governance approval, Return to author In Both Timelines
In review, project scope (administrator) Assign, Record management approval, Request governance approval, Return to author In Both Timelines
In review, governance (administrator) Assign, Record governance approval, Return to author In Both Timelines
Approved, pending (administrator) Assign, Schedule, Return to author In Both Timelines
Approved, in progress (administrator) Assign, Complete, Return to author In Both Timelines
Complete, awaiting acknowledgement (researcher) Acknowledge, Reject In Both Timelines
Returned (researcher) Request submission approval, Close Request In Both Timelines
Closed (researcher) Reopen In Both Timelines

Important

Requests are not going through all statuses. Each request type has its own specific timeline
It worth to consider these status "grouped" and having 'simplified' version with 6 main statuses like:
Awaiting -> In review -> Approved -> Returned -> Complete -> Closed
A new TimeLineGroup property will be added in order to make possible grouping status and most of all make them independent from the status itself (status could change name, new status can be added within the same group or even new groups could be added -> that won't change how the timeline will be structured)

Possible issues (need to be investigated)

  • The representation will need to be informed by the backend of the status flow, as it may change
  • The backend workflow json does not currently indicate stage flow, it will need to be processed

Example design drawings:

Example designs drawings: Stepper and/or Timeline
Here some useful examples:

For the full list of tasks see:

@OButlerOcc OButlerOcc added the enhancement New feature or request label Sep 5, 2024
@OButlerOcc OButlerOcc self-assigned this Sep 5, 2024
@giovannaOCC giovannaOCC changed the title Visualise Status flow for researcher requests (Ms 4) Planning and Requirements for "Status Timeline" in Requests Display Sep 9, 2024
@giovannaOCC giovannaOCC changed the title Planning and Requirements for "Status Timeline" in Requests Display Requirements for implementing "Status Timeline" in Requests page (both in list panel and request popup) Sep 9, 2024
@giovannaOCC giovannaOCC changed the title Requirements for implementing "Status Timeline" in Requests page (both in list panel and request popup) Planning to implement "Status Timeline" in Requests page (both in list panel and request popup) Sep 9, 2024
@giovannaOCC giovannaOCC added for discussion More discussion required to decide how to resolve an issue and removed enhancement New feature or request labels Sep 10, 2024
@giovannaOCC giovannaOCC self-assigned this Sep 10, 2024
@giovannaOCC giovannaOCC changed the title Planning to implement "Status Timeline" in Requests page (both in list panel and request popup) Planning to implement "Status Timeline" in Requests Popup Sep 16, 2024
@giovannaOCC
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Fully defined - Relative issues to complete the requirements have been opened

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