| Subject: | General Improvements to "ESS Time Entry Report" |
| Summary: | ESS Time Entry Report is not using the standard Document Templates and the current templates are not editable. Change required: - Connect ESS Reports to standard Document Templates
- Remove redundant table named LT_ESS_DocumentTemplate
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| Audit Notes: | |
| 15 Mar 2018 | 09:54AM Comment 1 by Sanjay (Link Technologies) Case 9215 added to project 9.4 |
| 26 Mar 2018 | 08:57AM Comment 2 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 26-03-2018 08:57 AM Time Taken: 0.50 |
| Hi Sanjay, I have prepared data migration script to move ESS document template to SYS document template and removed "LT_ESS_DocumentTemplate" table. Please change the ESS -> Time Entry -> Reports to use "LT_SYS_DocumentTemplates" table. regards
Alvis |
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| 26 Mar 2018 | 10:05AM Comment 3 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 26-03-2018 10:05 AM Time Taken: 2.00 |
| UI and Procedure "LT_ESS_ReportTemplateData_SELECT" changed to use standard Document template table. Proceed with System test on Link247 DEV-ESS environment. |
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| 26 Mar 2018 | 04:51PM Comment 4 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 26-03-2018 04:51 PM Time Taken: 0.50 |
| I have verified this on DEV-ESS and it is working correctly. |
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| 30 Apr 2018 | 01:30PM Comment 5 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 30-04-2018 01:30 PM Time Taken: 1.00 |
| System test completed. Verified that "Time Entry -> Report" template uses the records from the "Document Template" menu. Note for documentation: The following tags are replaced by the Load Template function: - Customer_Name
- TSID_Date
- TSID_Description
- TSID_Reference
- TSID_Duration
- User_Fullname
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| 03 May 2018 | 08:40AM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 04-05-2018 12:00 AM Time Taken: 1.00 |
| Hi Sanjay I have tested the case. Test Environment - Version 9400
- Database - LINKSOFT on QA1.
- Application on QA1
- OS - Windows 7
Test Results | Test | Description | Status | | 1 | The user should click on the "Report" and the Time Report form should open | Pass | | 2 | Select the 'Default Document Template' and click on Load Template. Contact of the template should be loaded. | Pass | | 3 | Click on 'Save Report' there should be no errors. | Pass. The system gives the message 'Save Completed'. | | 4 | Click on 'Send Email', this should send the email to the employee who created the time entry. Email address is depicted from 321. | Pass. The system gives the message 'Email Sent'. | | 5 | Email Log should be updated with the email status. | Pass | | 6 | Create a new document template as "Time Entry', this should be loaded in the list of available templates | Pass |
Issues and Concerns - Load Template at the bottom of the page requires the user to always click on 'Load Template'.
- If the user loads a new template and does not click on 'Save Report'. Email is sent with the template that was used before changing the template.
- Load template at the bottom is confusing. At first, I assumed the system will also use the CC and BCC address added to the template. Alvis clarified the document template at Time Entry Report is only to create the body of the email. Can we change the design and put the document template on the top as a dropdown list just like in Helpdesk cases.
Please review the above, before I proceed documentation. Thanks Rashna |
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| 03 May 2018 | 10:26AM Comment 7 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 03-05-2018 10:26 AM Time Taken: 5.00 |
| Development work for this case has been completed. The change will be available in version: 9401 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Moved the selection controls to the top of the page
- Removed "Load Template" button
- Change the template selection to load the template into the editor
- set Enable/Disable on the Save and Email buttons
- Change Email functionality to use Template email addresses
2. The issue was caused by: - Cleanup functionality and standardize
3. Next Step - UAT
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| 09 May 2018 | 09:09AM Comment 8 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 09-05-2018 09:09 AM Time Taken: 1.00 |
| System test completed. Verified the following: - Time entry -> Report form layout has been changed to have selection controls on top
- Sending email option, sends mail to the email addresses configured on the document template selected as well as the time entry user.
regards
Alvis |
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| 11 May 2018 | 03:10PM Comment 9 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 14-05-2018 12:00 AM Time Taken: 3.00 |
| Hi Sanjay, This case has been successfully tested. Documentation has updated. - ESS -- Time -- Time Entry
- ESS -- Time - Time Entry - by Day
Test Environment - Version 9400 Beta 2
- Database - LINKSOFT on QA1
- Application on QA1
- OS - Windows 7
Test Plan - Time entry -> Report form layout has been changed to have selection controls on top - Pass
- Sending email option, sends mail to the email addresses configured on the document template selected as well as the time entry user - Pass
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| 16 May 2018 | 03:47PM Comment 10 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 16-05-2018 03:47 PM |
| Thanks Rashna |
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| 09 Oct 2019 | 08:14AM Comment 11 by Sanjay (Link Technologies) Quality control status: Pass. QC Not required - This case was created before quality check was implemented in version 11 on 30/06/2019 |