Manage Voucher Export without needing to access settings
- Dennis Bridges
Owned by Dennis Bridges
Feature (TBD)
Problem(s):
- Users must be granted access to settings area to manage voucher exports.
- Configuration of export settings and operational functions of voucher export are performed in the same interface area.
Use Cases & Requirements:
| Requirement | Status | Use cases |
|---|---|---|
Provide a view of Batch Voucher exports for all batch groups, outside of system settings, that is accessible from the invoices application Allow user to trigger the manual export from this view | VALIDATED | Library invoice manager needs to trigger export of financial activity for accounting but only for their department. (Library has multiple batch export groups) |
| Allow user to browse and download existing voucher exports from this view | VALIDATED | Library invoice manager need to download or check the status of a previous Batch export at the request of the accounting department. |
| Require that user explicitly choose batch group before they can run an export | VALIDATED | Librarian managing export activities could potentially change other configurations or mistakenly trigger export for a separate batch group. |
Proposed workflow:
Current area where functionality is found:
There are some options here that should only appear is settings and will remain in this area of the interface.
Questions:
Question | Status | Conclusion | Comments |
|---|---|---|---|
OPEN |
Work Breakdown Structure:
Features:
UI Stories
MOD Stories