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Dennis Bridges

Dennis Bridges

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serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyUXPROD-2899

Problem(s):

  1. Fiscal year rollover can not be "undone"
  2. Fiscal year rollover errors can be complex and difficult, if even possible to correct

Use Cases & Requirements:

RequirementStatusUse cases

Allow user to generate a rollover report that will tell the user what errors may occur if rolling over with current data

Status
colourGreen
titleVERIFIED

  • In preparation for rollover the library will run a report to catch any errors that may occur so they can be dealt with before the rollover is officially executed.
Allow user to run a rollover "preview" that will show a user the result of rolling over with existing settings

Status
colourGreen
titleVERIFIED

  • In preparation for rollover the library will run a report to catch any errors that may occur on account of the rollover settings that are being used, so they can be adjusted before the current fiscal year ends.
Allow user to run rollover "Test" more than once if desired

Status
colourGreen
titleVerified

  • Library will always test rollover to make sure there are no surprises. Rollover may be tested more than once.
Allow user to easily obtain an export of the current years data during rollover process

Status
colourGreen
titleVerified

  • When rolling over the system should provide a copy of the closing years budgets (Current state at end of year). This is used  as a reference to help verify the results of the rollover


Proposed workflow:

Miro
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Height360
BoardTitleAllow User to generate a preview of fiscal year rollover
Width640


Functionality Potentially Impacted by Changes:

Functional area

Records

Potential impact

Suggested Regression Testing




Questions:

Question

Status

Conclusion

Comments


Status
colourBlue
titleopen




Work Breakdown Structure:

Features:


UI Stories


MOD Stories

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