Details

    • Type: Rice Enhancement
    • Status: Open
    • Priority: Major
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: KR 2.6
    • Component/s: KEW
    • Labels:
      None
    • Rice Theme:
      Usability
    • Priority Score:
      12
    • Functional Justification :
      Hide
      Each eDoc does something different - General Error Correction moves expenses, DV pays a person, it would be nice to be able to specify what pieces of information should display in an action list by document to help approvers identify what's most important.
      Show
      Each eDoc does something different - General Error Correction moves expenses, DV pays a person, it would be nice to be able to specify what pieces of information should display in an action list by document to help approvers identify what's most important.
    • Impact if not Implemented:
      Approvers won't always know what's most important and time sensitive items could be delayed.
    • Priority - KFS:
      High
    • Priority - KC:
      High
    • Priority - KS:
      High
    • Priority - Rice:
      High
    • Theme:
      Kuali Application Business Drivers
    • Application Impact:
      Low
    • Effort Estimate:
      Medium ~ 500 hrs

      Description

      Summary of Work Involved: Much like document search, the action list is a fairly rigid tool within Rice since it has to serve multiple applications at one time. As such, some applications have had to create their own, separate action list to implement functionality they have to have. However, there are improvements that could be added to allow users the flexibility to display document specific fields on their action list if they prefer to. In these cases, users that only use KFS, KC, OLE, etc. would be able to have additional, useful information at a quick glance. The linked JIRA also list additional suggestions for improving the functionality of the action list.

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            Hide
            csoders Candace Soderston (Inactive) added a comment -

            This relates to various UI improvements needed in the Action List. For example, the KPME team at IU felt they needed to build their own custom action list, because there was no way to customize the Kuali action list. For example,
            – In most cases their users don’t care about the default columns/fields that are in the action list - they are looking at bulk data where the value of the rows in those columns is all the same, for example all same type, all same initiator, etc. It is information overload having all those in the view.
            – Their users want to be able to sort (column/values)
            – They want to be able to filter, for example, by doc type, be able to set up your preferences, to refresh the view. Quick filtering (like in Jira).
            – They want to be able to share filters (my filters, my shared filters) For example, accounts payable team may be 4 people, all doing the same tasks - needing the same views/filters. Each might look at invoice images to check for missing ID in the returned columns, look for the vendor name column, and have to call the vendor for any that are missing.
            – Another scenario is that there are teams that use this like a reporting tool. For example in timekeeping, at the end of a pay period, they may want to look at all exceptions, e.g., what hasn’t been approved. Or look at the time flow (when in/when out).

            Show
            csoders Candace Soderston (Inactive) added a comment - This relates to various UI improvements needed in the Action List. For example, the KPME team at IU felt they needed to build their own custom action list, because there was no way to customize the Kuali action list. For example, – In most cases their users don’t care about the default columns/fields that are in the action list - they are looking at bulk data where the value of the rows in those columns is all the same, for example all same type, all same initiator, etc. It is information overload having all those in the view. – Their users want to be able to sort (column/values) – They want to be able to filter, for example, by doc type, be able to set up your preferences, to refresh the view. Quick filtering (like in Jira). – They want to be able to share filters (my filters, my shared filters) For example, accounts payable team may be 4 people, all doing the same tasks - needing the same views/filters. Each might look at invoice images to check for missing ID in the returned columns, look for the vendor name column, and have to call the vendor for any that are missing. – Another scenario is that there are teams that use this like a reporting tool. For example in timekeeping, at the end of a pay period, they may want to look at all exceptions, e.g., what hasn’t been approved. Or look at the time flow (when in/when out).
            Hide
            abyrne Ailish Byrne added a comment -

            here's the kfs requirement, which is also covered in an enhancement on kai list in kfs top 5: Add ability to display document type specific fields on the action list as preference settings

            Show
            abyrne Ailish Byrne added a comment - here's the kfs requirement, which is also covered in an enhancement on kai list in kfs top 5: Add ability to display document type specific fields on the action list as preference settings
            Hide
            kymber Kymber Horn added a comment -

            Request from KC re: their Action List - note - KFS does not have "show" buttons on their action lists - which may be why we haven't encountered this issue before.

            One of the items on our Quick wins list for UI enhancement is related to improved look and feel of the buttons and links in the action list. I am writing to ask if this is on the radar for the Rice ARC; if there is work currently being done or planned on this item. I believe that these are Rice features, so we wanted to make sure that we understood how to go about making a change to make these items more user friendly.

            I have copied an example below:

            For item 4123, there is a “show “button which opens up to provide information about the edoc. However one has to click the ID to actually get into the edoc. As you can see, it is not obvious from the screen, as to what a user should do. I am also not sure ( but this is probably because of my limited knowledge of KC) why the “show” button only shows up for 2 of the items and not for the rest.

            (P.S. I think the "show" button only appears for short documents. In the screen capture below, the "Show" appears for notifications, which are very short (a couple of lines) text information.)

            Show
            kymber Kymber Horn added a comment - Request from KC re: their Action List - note - KFS does not have "show" buttons on their action lists - which may be why we haven't encountered this issue before. — One of the items on our Quick wins list for UI enhancement is related to improved look and feel of the buttons and links in the action list. I am writing to ask if this is on the radar for the Rice ARC; if there is work currently being done or planned on this item. I believe that these are Rice features, so we wanted to make sure that we understood how to go about making a change to make these items more user friendly. I have copied an example below: For item 4123, there is a “show “button which opens up to provide information about the edoc. However one has to click the ID to actually get into the edoc. As you can see, it is not obvious from the screen, as to what a user should do. I am also not sure ( but this is probably because of my limited knowledge of KC) why the “show” button only shows up for 2 of the items and not for the rest. (P.S. I think the "show" button only appears for short documents. In the screen capture below, the "Show" appears for notifications, which are very short (a couple of lines) text information.)
            Hide
            kymber Kymber Horn added a comment -

            And from Matt re: KPMEs Action List -

            Just to add some more info on the KPME custom action list…

            It is actually a separate screen they've created all together for the approval of Time Keeping sheets. It's "Rice-like", meaning it uses some packages, technologies, and such that aren't part of Rice, and wouldn't be something that could really be contributed back easily. Basically they needed to have an action list that allowed for bulk approvals on one screen and the ability to "show" basically everything on the timesheet without the approver needing to open the doc. This was all driven by the time sensitive nature of weekly/bi-weekly approvals and the sheer volume of hourly employees.

            Show
            kymber Kymber Horn added a comment - And from Matt re: KPMEs Action List - – Just to add some more info on the KPME custom action list… It is actually a separate screen they've created all together for the approval of Time Keeping sheets. It's "Rice-like", meaning it uses some packages, technologies, and such that aren't part of Rice, and wouldn't be something that could really be contributed back easily. Basically they needed to have an action list that allowed for bulk approvals on one screen and the ability to "show" basically everything on the timesheet without the approver needing to open the doc. This was all driven by the time sensitive nature of weekly/bi-weekly approvals and the sheer volume of hourly employees.
            Hide
            ewestfal Eric Westfall added a comment -

            A link to a document collecting requests, enhancements, bugs, etc. for action list collected over the years:

            https://docs.google.com/a/kuali.org/document/d/1pnJh2EdTw_DDL1Pp947VP1OFjf8_lMvEaabbth_pveM/edit

            Show
            ewestfal Eric Westfall added a comment - A link to a document collecting requests, enhancements, bugs, etc. for action list collected over the years: https://docs.google.com/a/kuali.org/document/d/1pnJh2EdTw_DDL1Pp947VP1OFjf8_lMvEaabbth_pveM/edit

              People

              • Assignee:
                kymber Kymber Horn
                Reporter:
                coppola Chris Coppola (Inactive)
              • Votes:
                0 Vote for this issue
                Watchers:
                4 Start watching this issue

                Dates

                • Created:
                  Updated: