EBMS Tickets

Issue Number 549
Summary [General] Travel Admin Role - EBMS Menus, Appearance
Created 2020-02-06 16:18:16
Issue Type Improvement
Submitted By Juthe, Robin (NIH/NCI) [E]
Assigned To Kline, Bob (NIH/NCI) [C]
Status Closed
Resolved 2020-03-11 12:06:15
Resolution Fixed
Path /home/bkline/backups/jira/oceebms/issue.256326
Description

The Travel Admin Role should have access to the following information:

 

Travel pages

  • Directions (read-only if possible)

  • Policies and Procedures (read-only if possible)

  • Hotel Request (read-only for the text but able to enter a request on a board member's behalf)

  • Reimbursement Request (read-only for the text but able to enter a request on a board member's behalf)

Reports

  • Hotel Requests

  • Reimbursement Requests

  • Board Membership

Calendar (read-only if possible)

 

I don't know if these read-only specifications get into the larger permissions issue that you said was a significant LOE. If so, let me know and we can discuss alternatives.

Comment entered 2020-02-11 14:54:20 by Juthe, Robin (NIH/NCI) [E]

Just wanted to add that ideally, on the calendar page, the default selections for these users would be ALL BOARDS and BOARD MEETINGS. Thanks.

Comment entered 2020-02-19 20:01:46 by Kline, Bob (NIH/NCI) [C]

I'm getting close to finishing the menu/appearance/breadcrumb/permission work for this ticket. New functionality to allow the travel administrator to enter requests on behalf of another user is beyond the scope of this menu enhancement ticket, and would need separate tickets for each of the forms (you'll probably remember how extensive the work was that Dan had to do in order to support enter reviews on behalf of board members).

Comment entered 2020-02-20 09:31:47 by Kline, Bob (NIH/NCI) [C]

I think I've got the menus/appearance for the new rôle the way you want them. Ready for review on DEV. There's a new Test Travel Admin account created on that tier.

Comment entered 2020-02-20 12:59:00 by Juthe, Robin (NIH/NCI) [E]

Verified on DEV. Thanks!

 

I didn't realize how loaded the wording "on behalf of" was 🙂 – I only meant that they could enter requests like any of us can. But it may be worth adding the ability to do this actually on behalf of a Board member in a future release.

Comment entered 2020-02-20 13:07:25 by Kline, Bob (NIH/NCI) [C]

Ah, so you're using the comments field(s) to indicate who's getting the hotel room or the reimbursement. That works.

Comment entered 2020-02-20 13:08:58 by Juthe, Robin (NIH/NCI) [E]

Right.

Comment entered 2020-02-27 10:35:51 by Juthe, Robin (NIH/NCI) [E]

Would it be possible to default the calendar view for travel admin staff to "BOARD MEETINGS" as opposed to "ALL MEETINGS"?

Comment entered 2020-02-27 19:47:14 by Kline, Bob (NIH/NCI) [C]

Default changed.

Comment entered 2020-03-02 11:03:29 by Juthe, Robin (NIH/NCI) [E]

Verified on DEV. Thanks!

Comment entered 2020-03-11 11:43:29 by Juthe, Robin (NIH/NCI) [E]

Victoria noticed when she was testing this one that the PMID box in the upper right corner doesn't need to be there and that it doesn't work anyway. If this is an easy thing to remove, could you please remove it for Travel Admin staff? If it's more involved, I'll add a ticket to do this in the next release. Thanks.

Comment entered 2020-03-11 12:05:55 by Kline, Bob (NIH/NCI) [C]

Modification applied to DEV, QA, and version control.

Comment entered 2020-03-12 11:11:33 by Shields, Victoria (NIH/NCI) [E]

Verified on QA.

Comment entered 2020-03-17 15:54:31 by Kline, Bob (NIH/NCI) [C]

Please close the Biscayne tickets are you confirm that they landed safely. 🙂

Comment entered 2020-03-18 14:37:31 by Juthe, Robin (NIH/NCI) [E]

Verified on PROD.

Elapsed: 0:00:00.000699