2021-12-14 Bulk Edit Working Group Meeting Notes

Housekeeping

Announcements

• Product Council recommended including Bulk Edit Pilot in the Lotus release. 
• Technical council requested additional documentation - which is expected considering that the deadline for the core platform modules is February 4th   

Development updates

• Development status
• Development team scrum board
• Designated environment:
  • • RANCHER-63
    • Example of the test data

Slide 16:

• Long term -  we will support both in app and local editing
• Short term  - local editing for the pilot program

Slide 17:

• Provide a more transparent way of understanding what FOLIO did when batch processing
• Better understanding of what a failure means -- did it revert the record, delete the record, invalidate the record?
• Itemize failures so it’s easy to identify affected records, e.g. “record #XXXXXX failed,” not “7 of 10,000 changed failed”
• Pay particular attention to global failure where feedback is especially spare
• Give some indication, if possible, of how failure can be avoided
• Provide some indication on how to re-try or follow-up from a failure

Slide 19

• Optimize .csv files for understandability
• Make it very clear which fields can or should be edited and which should be avoided  (in app or local edits?)
• Provide some degree of instruction on how to make changes to commonly edited fields like status and location (in app?)
• Give users the power to rollback changes upon upload if files are corrupted or mistakes were made (pre-update records stored in S3)
• Anticipate potentials error and provide warnings, e.g. “Is this correct?,” “Are you sure?”

Mockup- file upload | Mockup - are you sure | Mockup - delete modal | Mockup - delete errors

Survey review:

• Bulk Edit Limit Size
• Bulk Edit Permissions

Future discussion topic (time permitting):

• Bulk Edit of the linked records
• Scheduling edits