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 |
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.
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.
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.
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).
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.
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.
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.
BZDATETIME::2010-03-25 11:54:12
BZCOMMENTOR::Margaret Beckwith
BZCOMMENT::7
I've asked Victoria to take a look at this.
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.
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.
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.
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.
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