ERM Navigation (UXPROD-610)

[UXPROD-612] Dashboard with PoC widgets from ERM Created: 23/May/18  Updated: 26/Oct/21  Resolved: 14/Jun/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: R2 2021
Parent: ERM Navigation

Type: New Feature Priority: P3
Reporter: Owen Stephens Assignee: Owen Stephens
Resolution: Done Votes: 1
Labels: erm, resourcemanagement
Σ Remaining Estimate: Not Specified Remaining Estimate: Not Specified
Σ Time Spent: Not Specified Time Spent: Not Specified
Σ Original Estimate: Not Specified Original estimate: Not Specified

Issue links:
Defines
is defined by ERM-1529 Setup backend conductor app for Dashb... Closed
is defined by ERM-998 Draft wireframes for ERM Dashboard Closed
is defined by ERM-1251 Support searching on License start an... Closed
is defined by ERM-1528 Bootstrap Dashboard UI app Closed
is defined by ERM-1546 Display results of a static query in ... Closed
is defined by ERM-1561 Display simple search results in Dash... Closed
is defined by ERM-1562 Customise simple search widget instance Closed
is defined by ERM-1579 Add parameter / token support for sim... Closed
is defined by ERM-1580 Customise dashboard layout / widget o... Closed
is defined by ERM-1604 Draft dashboard technical documentation Closed
is defined by ERM-1605 Draft dashboard UX/UI guidelines Closed
is defined by ERM-1611 Enable frontend registry support for ... Closed
is defined by ERM-1612 Edit existing dashboard widget instance Closed
is defined by ERM-1643 Manage tenant widget definitions for ... Closed
is defined by ERM-1696 Add support for match + terms in simp... Closed
Requires
requires FOLIO-3114 Include ui-dashboard into reference e... Closed
requires FOLIO-3115 Include mod-service-interaction into ... Closed
requires FOLIO-3125 Include ui-plugin-resource-registry i... Closed
Sub-tasks:
Key
Summary
Type
Status
Assignee
UXPROD-613 UXPROD-612 summary information about ... Sub-task Closed Owen Stephens  
UXPROD-614 upcoming Renewals / Expiry Sub-task Closed Owen Stephens  
UXPROD-615 Agreement Detail Page Sub-task Closed Owen Stephens  
Epic Link: ERM Navigation
Analysis Estimate: Small < 3 days
Analysis Estimator: Ian Ibbotson (Use this one)
Front End Estimate: Medium < 5 days
Front End Estimator: Ian Ibbotson (Use this one)
Front-End Confidence factor: High
Back End Estimate: Small < 3 days
Back End Estimator: Ian Ibbotson (Use this one)
Estimation Notes and Assumptions: Estimates predicated on ERM domain model implementation.
Development Team: Bienenvolk
PO Rank: 41
PO Ranking Note: The approach we take to the dashboard is currently under discussion, but delivering aspects of UXPROD-1467 and UXPROD-1469 are likely to depend on some kind of 'dashboard' screen where users can see tasks they need to deal with
Cap Plan Fix Version (DO NOT CHANGE): R2 2021
Rank: Chalmers (Impl Aut 2019): R4
Rank: Chicago (MVP Sum 2020): R4
Rank: Cornell (Full Sum 2021): R4
Rank: Duke (Full Sum 2021): R4
Rank: 5Colleges (Full Jul 2021): R4
Rank: 5Colleges (ERM Jun 2020): R4
Rank: FLO (MVP Sum 2020): R4
Rank: GBV (MVP Sum 2020): R1
Rank: hbz (TBD): R2
Rank: Hungary (MVP End 2020): R1
Rank: Lehigh (MVP Summer 2020): R2
Rank: Leipzig (Full TBD): R2
Rank: Leipzig (ERM Aut 2019): R4
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R3
Rank: U of AL (MVP Oct 2020): R4

 Description   

See https://docs.google.com/document/d/1h-6jKtebXrE53djwXZRdXEWRPVeVn925FbAup8krWMA/edit for a description of how it is proposed this is delivered

Make it possible to get an overview of current state of your agreements and anything that might need to be done or need investigation.

This could include

  • summary information about active agreements
  • upcoming renewals
  • upcoming agreement expiry
  • warnings arising from other activity (e.g. from package change tracking)

NOTE: Assuming that upcoming expiry and upcoming renewals are likely to be different indicators and/or filters on the same list, so merge those two requirements for estimates. Descoping warnings arising from other activity until we have more detail - will separate out into separate feature.



 Comments   
Comment by Jag Goraya [ 23/Oct/19 ]

Are date-based quick queries sufficient, eg, upcoming in next day/week/month?

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