CDR Tickets

Issue Number 2997
Summary Changes to CDR Admin for PDQ Board Roster Report
Created 2009-10-22 14:38:44
Issue Type Improvement
Submitted By Beckwith, Margaret (NIH/NCI) [E]
Assigned To Englisch, Volker (NIH/NCI) [C]
Status Closed
Resolved 2010-03-29 16:17:07
Resolution Fixed
Path /home/bkline/backups/jira/ocecdr/issue.107325
Description

BZISSUE::4673
BZDATETIME::2009-10-22 14:38:44
BZCREATOR::Margaret Beckwith
BZASSIGNEE::Volker Englisch
BZQACONTACT::Lakshmi Grama

The Board Managers would like to add an All* option to the selection of Boards for the PDQ Board Roster report. We occasionally need to give people a list of all of the Board Members with their contact information, and now we have to run the report for each of the Boards individually. *What we really need is to be able to select All Editorial Boards, or All Advisory Editorial Boards rather than just All since most of the time we would be using this for the Editorial Boards.

I also noticed that in the drop down list of Boards for this report, there is a strange listing at the end: TransTech Pharma, Incorporated. This needs to be removed.

Comment entered 2009-10-22 14:49:49 by Kline, Bob (NIH/NCI) [C]

BZDATETIME::2009-10-22 14:49:49
BZCOMMENTOR::Bob Kline
BZCOMMENT::1

(In reply to comment #0)
> The Board Managers would like to add an All* option to the selection of Boards
> for the PDQ Board Roster report. We occasionally need to give people a list of
> all of the Board Members with their contact information, and now we have to run
> the report for each of the Boards individually. *What we really need is to be
> able to select All Editorial Boards, or All Advisory Editorial Boards rather
> than just All since most of the time we would be using this for the Editorial
> Boards.

Volker's done most of the work on this report lately, so I'll let him handle this enhancement.

> I also noticed that in the drop down list of Boards for this report, there is a
> strange listing at the end: TransTech Pharma, Incorporated. This needs to be
> removed.

Data error. Take a look at the OrganizationType element's value in CDR650112.

Comment entered 2009-10-22 14:58:57 by Beckwith, Margaret (NIH/NCI) [E]

BZDATETIME::2009-10-22 14:58:57
BZCOMMENTOR::Margaret Beckwith
BZCOMMENT::2

Oh yes, I meant to check that when I noticed this a few days ago and forgot. I have asked them to correct the record. Thanks.

Comment entered 2009-11-13 11:35:34 by Beckwith, Margaret (NIH/NCI) [E]

BZDATETIME::2009-11-13 11:35:34
BZCOMMENTOR::Margaret Beckwith
BZCOMMENT::3

Concatenating the individual Board reports is fine for the display. I checked with Victoria and she said that would be okay for what she needs, but would like to think about whether have one long alpha list of Board Members would be useful (this will be an additional issue if we need it).

Comment entered 2010-03-10 16:18:04 by Englisch, Volker (NIH/NCI) [C]

BZDATETIME::2010-03-10 16:18:04
BZCOMMENTOR::Volker Englisch
BZCOMMENT::4

I was going back and forth with Victoria about this report. We first decided to create an Excel report to allow users to sort and print whatever information they needed but when I started with the programming changes (starting out with the current board roster report program) it turned out that the HTML version was somewhat easier to finish and Victoria does like that version better.

I've finished the HTML version of the report listing all board members of one type (Editorial, Advisory) in alphabetic order. This report lists includes all optional information of the regular Board Roster report (i.e. assistant information, specific board member contact information plus the board name.

The Excel flavor of this report is also available (add the parameter
&rptType=excel
to the URL of the HTML report) and could be finalized in the future if and when the users request this.

The report name is
BoardRosterFull.py
The menu page has been modified
BoardManagers.py
A new filter (for the Excel version) has been created:
PDQBoardMember Roster Excel

This is ready for review on MAHLER.

Please note, due to a data error for one of the Genetics Board Members the Advisory Board version does not finish on MAHLER.

Comment entered 2010-03-18 12:21:18 by Beckwith, Margaret (NIH/NCI) [E]

BZDATETIME::2010-03-18 12:21:18
BZCOMMENTOR::Margaret Beckwith
BZCOMMENT::5

Here are Victoria's comments on the report:
I like it, but I wonder if the line that displays the board could come at or near the end of each person’s block? I think it would be a little nicer to see the person’s name first. Also, the Advisory Board won’t display at all for me—I get an error message—but I assume it’s related to what Volker said about the CAM member.

As Volker said, we might want to enhance the report someday with the Excel version, but since the HTML version satisfies my request to print on report to send to the travel people, I think it’s best to start with this, then see if we see a need for something fancier.

Comment entered 2010-03-18 18:52:34 by Englisch, Volker (NIH/NCI) [C]

BZDATETIME::2010-03-18 18:52:34
BZCOMMENTOR::Volker Englisch
BZCOMMENT::6

(In reply to comment #5)
> I wonder if the line that displays the board could come at or
> near the end of each person’s block?

At the beginning or the end of the address block is OK, everything else would mean rewriting our board roster filters.

> Also, the Advisory Board won’t display at all for me—I get an error
> message—but I assume it’s related to what Volker said about the CAM member.

That's correct.

I've made the change to the position of the board name.
This is ready for review on MAHLER.

Comment entered 2010-03-25 11:54:12 by Beckwith, Margaret (NIH/NCI) [E]

BZDATETIME::2010-03-25 11:54:12
BZCOMMENTOR::Margaret Beckwith
BZCOMMENT::7

I've asked Victoria to take a look at this.

Comment entered 2010-03-26 18:00:57 by Englisch, Volker (NIH/NCI) [C]

BZDATETIME::2010-03-26 18:00:57
BZCOMMENTOR::Volker Englisch
BZCOMMENT::8

Comment from Victoria:
-----------------------------------------------------------
From: Shields, Victoria (NIH/NCI) [E]
Sent: Friday, March 26, 2010 2:30 PM
To: Beckwith, Margaret (NIH/NCI) [E]
Subject: RE: Board Roster report on Mahler

Hi Margaret,

The report, with the new placement of the board name, looks good.

A few things to note:

  • David Kroll is showing up on the report as just a name (which is why I
    noticed him) with no address. I checked with Robin and she said he is no
    longer on the CAM board and is not on the advisory board.

  • Heather Smith, who is also no longer on the CAM board is also showing up.

  • Allan Smith shows up on the roster, with no address and Jane Doe as his
    assistant, so I’m not sure if he is a real person or not, but if he is,
    something needs to be done to fix his address.

I assume these people have something amiss in their person or PDQ record, and that the report is working fine, but I figured I should point them out in case the report has a bug.

Thanks,
Victoria.

Comment entered 2010-03-26 18:25:47 by Englisch, Volker (NIH/NCI) [C]

BZDATETIME::2010-03-26 18:25:47
BZCOMMENTOR::Volker Englisch
BZCOMMENT::9

The following programs/filter have been copied to FRANCK and BACH:
BoardRosterFull.py - R9554
BoardManagers.py - R9555
PDQBoardMember Roster Excel - R9556

Please verify on BACH and close this bug.

Comment entered 2010-03-29 09:53:11 by Beckwith, Margaret (NIH/NCI) [E]

BZDATETIME::2010-03-29 09:53:11
BZCOMMENTOR::Margaret Beckwith
BZCOMMENT::10

How do you select the All option? I don't see it on Mahler either so I must be missing something since Victoria has QCd this.

Comment entered 2010-03-29 09:55:06 by Beckwith, Margaret (NIH/NCI) [E]

BZDATETIME::2010-03-29 09:55:06
BZCOMMENTOR::Margaret Beckwith
BZCOMMENT::11

Ignore my last comment! I see that it is a separate menu choice.

Comment entered 2010-03-29 16:17:07 by Beckwith, Margaret (NIH/NCI) [E]

BZDATETIME::2010-03-29 16:17:07
BZCOMMENTOR::Margaret Beckwith
BZCOMMENT::12

Victoria checked this on Bach and said everything was working correctly. Issue closed.

Elapsed: 0:00:00.001634