E-Resource usage data: Report management (UXPROD-576)

[UXPROD-2836] Flag uploaded reports as manually edited Created: 03/Dec/20  Updated: 02/Mar/21  Resolved: 02/Mar/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R1 2021
Parent: E-Resource usage data: Report management

Type: New Feature Priority: TBD
Reporter: Annika Schröer Assignee: Annika Schröer
Resolution: Done Votes: 0
Labels: eUsage, split
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Attachments: PNG File Flag uploaded reports_2.PNG     PNG File Flag uploaded reports_4.PNG    
Issue links:
Defines
is defined by UIEUS-223 Flag uploaded reports: Enter data in ... Closed
is defined by UIEUS-224 Flag uploaded reports: Display data i... Closed
Relates
relates to UXPROD-2926 Visually mark a report as manually ch... Open
Epic Link: E-Resource usage data: Report management
Development Team: Leipzig
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R3

 Description   

Users should be able to flag uploaded reports as manually changed and display a small hint in the table. The reason for the edit should be storable.

Example use case:
Data of a reports contains outliers in a certain month, e.g. caused by automatic downloads. The user downloads the report, corrects the data and then uploads it again.
It seems necessary to document both that the data has been edited and what has been the reason for those changes.
In addition, those reports should be easily detectable in the statistics table, if there are serveral months to be edited and the user needs to know what is left to be done.

Solution:

  • In the upload Counter statistics dialog, two optionla fields need to be added:
    • a checkbox “Report data has been edited manually"
      • default: deactivated
    • an input field: “Edit reason"
      • hint: "Enter reason for manual changes"
      • If checkbox is deactivated: input field is greyed out/deactivated
      • If checkbox is activated: input field is available
  • Both values are displayed with the other report metadata in the info dialog
    • see mockup
  • If “edited” = true: the report icon in the statistics table is displayed differently
    • Changes to icon still to be defined.

 

Split: Visual mark-up of changed report in table is now handled in UXPROD-2926.


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