CDR Tickets

We'll need specific instructions for which items on which menu pages need have the default order overridden.

Here are the preferred updates to the OCC Board Managers Report page in the Admin menus. In addition to reorganizing the page, we've adjusted the names of several reports to remove redundant information (e.g., Summary before each of the management reports) and PDQ before a few items as well. Please let me know if you have any questions.

CDR Board Managers Report Menu Updates 10_27_2020.docx

As we discussed, it's fine to move this to Newton given how late in the game we are. But I'll let you make the call ~bkline depending on where things stand and how involved these updates are. We aren't in a hurry. Thank you!

Juggling done on DEV. You'll want to check all the menu items carefully. Since there was no map of old to new, I had to do some digging and guessing to find and identify what I was changing to what. 🙂

This looks great - everything is there and linking to the right places. Thanks Bob. I noticed one thing upon further review that I'd like to edit if possible. Could you please change "Most Recent Comprehensive Review" to "Comprehensive Review Dates"? Most recent describes only one aspect of that report.

Done.

Verified on DEV. Thanks!

After reviewing this on QA, we have one more request. It's a minor issue so it's fine if it'd be better to defer it to next time.

We're thinking we may miss having the "Checked Out Documents" and "Linked Documents" on the Board manager menu page. Would it be possible to change the "Quick Links..." heading to "Quick Links to Other Reports and Report Menus" and add links to the Checked Out Documents and Linked Documents reports? I know this is only saving us one click since the reports are on the General Use reports menu (which we already have a quick link to), but it'll help some to have them on that main page.

Done.

Verified on QA. Thank you!

Verified on PROD. Thanks!