| Issue Number | 3367 |
|---|---|
| Summary | [Summaries] Changes to Combined Board Roster Report |
| Created | 2011-05-18 17:02:30 |
| Issue Type | Improvement |
| Submitted By | Juthe, Robin (NIH/NCI) [E] |
| Assigned To | Englisch, Volker (NIH/NCI) [C] |
| Status | Closed |
| Resolved | 2011-10-03 14:09:17 |
| Resolution | Fixed |
| Path | /home/bkline/backups/jira/ocecdr/issue.107695 |
BZISSUE::5060
BZDATETIME::2011-05-18 17:02:30
BZCREATOR::Robin Juthe
BZASSIGNEE::Volker Englisch
BZQACONTACT::William Osei-Poku
We have discussed making a few changes to the combined Board roster report.
1. Right now, the report generates an alphabetical list of all board
members and their contact information, with each listing followed by the
name of the board(s) they are on.
We're wondering if it would be feasible to have the option to run the
report by Board, such that all of the adult treatment members are
grouped, all of the genetics members are grouped, etc.
2. We would also like to add a summary sheet option, which would have the same list of display options that we have for the individual Board roster report (including the new option to show the government employee status - see OCECDR-3330). It would be nice if this could also either list every Board member alphabetically or have the results grouped by Board.
BZDATETIME::2011-08-01 16:04:22
BZCOMMENTOR::Volker Englisch
BZCOMMENT::1
(In reply to comment #0)
> We're wondering if it would be feasible to have the option to run
the report
> by Board, such that all of the adult treatment members are grouped,
all of
> the genetics members are grouped, etc.
Two questions for issue (1):
1) Do you still want to have all boardmembers displayed
or are you expecting
to select one or more boards to be included on the report?
2) Do you just want to change the sorting of the existing report or do
you
also want to list a heading for each of the individual boards when
the
sort order gets changed?
BZDATETIME::2011-08-01 16:23:13
BZCOMMENTOR::Volker Englisch
BZCOMMENT::2
A version of item (1) has been implemented on MAHLER with
BoardRosterFull.py
Before I continue I'll wait for the answer to my earlier question since option (1) and (2) will probably need to be handled the same.
BZDATETIME::2011-08-10 23:43:24
BZCOMMENTOR::Robin Juthe
BZCOMMENT::3
(In reply to comment #1)
> (In reply to comment #0)
> > We're wondering if it would be feasible to have the option to
run the report
> > by Board, such that all of the adult treatment members are
grouped, all of
> > the genetics members are grouped, etc.
> Two questions for issue (1):
> 1) Do you still want to have all boardmembers
displayed or are you expecting
> to select one or more boards to be included on the report?
All Board members. (We would select either Editorial Boards or Advisory Boards - as we can do now)
> 2) Do you just want to change the sorting of the existing report
or do you
> also want to list a heading for each of the individual boards when
the
> sort order gets changed?
Please add a heading – the Board name – above each batch of Board members in the report.
BZDATETIME::2011-08-10 23:45:00
BZCOMMENTOR::Robin Juthe
BZCOMMENT::4
(In reply to comment #3)
> Please add a heading – the Board name – above each batch of Board
members in
> the report.
Since we'll have a heading above each group of Board members, please remove the Board names that currently follow each individual Board member.
BZDATETIME::2011-08-12 18:10:53
BZCOMMENTOR::Volker Englisch
BZCOMMENT::5
(In reply to comment #0)
> 1. We're wondering if it would be feasible to have the option to
run the
> report by Board, such that all of the adult treatment members are
grouped,
This option has been implemented.
> 2. We would also like to add a summary sheet option, which would
have the same
> list of display options that we have for the individual Board
roster report
I have a few questions regarding this second option:
a) Do you want those two options implemented under (1) also to be
available for
this summary sheet?
i) Summary sheet for all members
ii) Summary sheet for all members grouped by board
b) If the answer to (a),(ii) is 'Yes', do you want the grouped
boards displayed with the board name as the header for each group as in
(1)?
Should this be a single table including everything or a table for
each
of the boards?
c) You mentioned to use the same summary sheet options as for the
'Roster by
Board' report. We don't display the board name for that report since
the
board is being selected at the beginning.
Do you want me to display a column with the board name for this
report
in addition to all of the other columns?
If so should the column for the board name be optional or displayed for
each
record?
BZDATETIME::2011-08-25 11:59:52
BZCOMMENTOR::Robin Juthe
BZCOMMENT::6
(In reply to comment #5)
> a) Do you want those two options implemented under (1) also to be
available for this summary sheet?
> i) Summary sheet for all members
Yes.
> ii) Summary sheet for all members grouped by board
Yes.
> b) If the answer to (a),(ii) is 'Yes', do you want the
grouped
> boards displayed with the board name as the header for each group
as in (1)?
Yes, if we opt to have the results grouped, please include a header for each Board name (could be a row above the members of that Board)
> Should this be a single table including everything or a table
for each
> of the boards?
A single table, please.
> c) You mentioned to use the same summary sheet options as for
the 'Roster by
> Board' report. We don't display the board name for that report
since the
> board is being selected at the beginning.
> Do you want me to display a column with the board name for this
report
> in addition to all of the other columns?
> If so should the column for the board name be optional or displayed
for each
> record?
Yes, let's add the Board name as another optional column for this report.
BZDATETIME::2011-09-07 16:53:26
BZCOMMENTOR::Volker Englisch
BZCOMMENT::7
The program has gone through its transformation to double the number
of report options and the summary sheets are now available. The program
that had been modified was
BoardRosterFull.py
This is ready for review on MAHLER.
BZDATETIME::2011-09-27 17:12:03
BZCOMMENTOR::Robin Juthe
BZCOMMENT::8
(In reply to comment #7)
> The program has gone through its transformation to double the
number of report
> options and the summary sheets are now available. The program that
had been
> modified was
> BoardRosterFull.py
> This is ready for review on MAHLER.
This looks great! Please promote to BACH.
BZDATETIME::2011-09-27 17:43:25
BZCOMMENTOR::Volker Englisch
BZCOMMENT::9
The following report has been copied to FRANCK and BACH:
BoardRosterFull.py - R10210
Please verify on BACH and close this bug.
BZDATETIME::2011-09-29 10:12:24
BZCOMMENTOR::Robin Juthe
BZCOMMENT::10
Verified on Bach, but could we make one tiny change? I'd like to change the default to remove the check beside "Phone". Please keep the one beside "Board name". Thanks.
BZDATETIME::2011-09-29 11:39:53
BZCOMMENTOR::Volker Englisch
BZCOMMENT::11
(In reply to comment #10)
> I'd like to change the default to remove the check beside
"Phone".
Done.
Copied to MAHLER, FRANCK and BACH as
BoardRosterFull.py - R10212
BZDATETIME::2011-10-03 14:09:17
BZCOMMENTOR::Robin Juthe
BZCOMMENT::12
(In reply to comment #11)
> (In reply to comment #10)
> > I'd like to change the default to remove the check beside
"Phone".
> Done.
> Copied to MAHLER, FRANCK and BACH as
> BoardRosterFull.py - R10212
Verified this small change. Closing issue. Thanks!
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