2020-09-18 Resource Management Meeting Notes

Kristin Martin others?

Dennis Bridges Sharon Markus

See the questions in the left column:

• Dennis Bridges:
  • wants everyone to look at this spreadsheet.
• It was noted that much of the work in the spreadsheet is now in Jira 
• orange columns:
  • items declared important by numerous institutions
  • What needs to be done with information from the report
• Dennis suggested that the information there would not need to be seen in-app (and that filtering information in the interface was important)
• Sharon asked about that data to export a csv document
• ref #UXPROD 2665
  • selecting which exports needed from the list?
  • How do we standardize the select option across apps?
  • Dennis asks: How does it perform?
  • Owen suggested a ceiling may be needed to restrict exports since the exports are not working that great
  • mention of asynchronous report output 
  • or looking at an app that describes status of a job at the same point of which a file could be downloaded
  • Talking about agreements as part of this issue
  • With orders, a job system standardized across all apps would be very useful (made mention from a person from Mt Holy Oke)
  • Dennis: how to increase performance of export to csv (output later, or use some interface to grab a report)
    • acknowledges that this report is not immediate (some delay)
    • Notes a problem of limits on POs
    • Dennis says that POL would need to come out
    • Suggests rolling totals inside of FOLIO would be more performant (if filtering is used) if needed in real time
    • Question asked in the chat by Scott Perry"Couldn’t there be an option to export in CSV the displayed results. For example, I don’t usually need the whole fund record, but would often want to see the list of all funds and balances. Or for POs, I might just need a list of PO numbers for a particular vendor, etc. "
    • Dennis suggests an export could be used to share all order data