Hi Nesrine, Below is our feedback on the electronic publishing UI. Apologies if some of this has already been discussed with Aliya (she's traveling in Bangladesh right now and it's tough to try to schedule a call with her).
First UI feedback: (*) Detail page: Given that these documents are going to used fairly regularly (especially the cash receipt!)-- is there any reason you wouldn't consider putting these documents in a box in the right hand column-- perhaps under the transactions box? The links are at the very bottom of the page, so I think they will be hard to find. (*) Instead of calling them "administrative documents", can we call them "Account documents" (I don't think administrative will mean anything to people outside of Enda). Perhaps others on this list have a better term to use-- but none of us understand "administrative documents". Some process-flow feedback: In the Selecting Admin documents pipeline, instead of building a separate interface for uploading/editing admin documents-- it's probably easier and more intuitive if we simply added this functionality into the UI screens currently used for reports. (*) On the "Upload Report Template" page, there would be two options that would always appear in the Report Category dropdown: Savings Account Documents and Loan Account Documents. If the user selected one of these categories, then Show when Status selection boxes box would appear on this page. (*) These categories (Savings Account Docs and Loan Account Docs) and their associated "reports" would appear on the reports page as well as on the detail page. When a user clicks on a report in one of these sections, the user would be taken to a parameter page with a field to enter an acct ID. If there were no reports assigned to these categories, the categories shouldn't appear on the Reports tab. These categories shouldn't appear on "View Reports Categories" page (or if they do, the user shouldn't be able to edit/delete them). (*) The Edit pipeline for these reports should include the "Show when Status" box. If, in the edit pipeline, the user moves the report into a different category-- one that is not an account document-- then the "Show when Status" box should be hidden. (*) On the "View reports template" page, these account documents should display under their respective category. Question for you and the list: Should we have error checking that prevents a user from assigning a report to an "account document" category if the report takes more than the account ID as a parameter? Or if a report takes multiple parameters, should the report link take the user to the parameter page in the Reports tab to enter the additional information. Nesrine-- I know this is a lot of info. Hopefully it makes some sense. :-) If you need to schedule a call to discuss, I'm generally available starting at 830am Pacific time / 530pm Tunis time. Emily ------------------------------------------------------------------------- SF.Net email is sponsored by: The Future of Linux Business White Paper from Novell. From the desktop to the data center, Linux is going mainstream. Let it simplify your IT future. http://altfarm.mediaplex.com/ad/ck/8857-50307-18918-4 _______________________________________________ Mifos-functional mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/mifos-functional
