| Subject: | Modify contents in the "KPI Appraisal Report" for clarity |
| Summary: | Below improvements is required for the "KPI Appraisal Report". - Make the report name consistent with the menu description.
- Show the description for the "Appraisal Status" filter in the report header. Currently, if the report is generated with status as "Open" the report shows the status "1(Code)". When the report is printed the code does not give any value.
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| Audit Notes: | |
| 26 Feb 2019 | 02:55PM Comment 1 by Rashna (Edge Business Solutions) Case 10214 added to project 11.0 |
| 25 Mar 2019 | 01:17PM Comment 2 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 25-03-2019 01:17 PM Time Taken: 5.50 |
| Development work for this case has been completed. The change will be available in version: 11.0.0325 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Removed report "471-3-1 Employee Appraisal". Details are merged into report "471-3-6 Performance Appraisal Report"
- Removed report "471-3-2-KPI Appraisal Report". Details are merged into report "471-3-6 Performance Appraisal Report"
- Refactored "471-3-6 Performance Appraisal Report" to use the standard framework.
2. The issue was caused by: - Improvement
3. Next Step: - UAT
4. Notes: |
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| 01 Apr 2019 | 02:26PM Comment 3 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 12-04-2019 12:00 AM Time Taken: 2.50 |
| QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues | No | Test Description | Pass/Fail | | 1 | Validate that the report name "Performance Appraisal Report" is consistent with the menu | Pass | | 2 | Validate that the report labels are consistent with the report filters | Pass | | 3 | Verify that the filters from"Employee Appraisal Report" and "KPI Appraisal Report" are merged into the "Performance Appraisal Report". - Date
- Company
- Employee
- Employee Status
- Territory, Branch and Cost Centre
- Group By - Territory, Branch and Cost Centre
- Appraisal
- Appraisal Status
| Pass | | 4 | Verify that the content from the "Employee Appraisal Report" and "KPI Appraisal Report" are merged into the "Performance Appraisal Report". | Pass. As per the discussion with Sanjay and Alvis, "
"Weighted Average Score" cannot be calculated as the KPIs can have different units where the KPI can be by "Value" or "Percent". Thus, the "Weighted Average Score" and "Appraisal Score" has also been removed from the report. | | 5 | Verify that report filters are functional | Fails - Filter the report by "Performance Score" 6 in the demo database. This prints all appraisals that have no score.
| | 6 | Verify that the content is consistent with the "Maintain Appraisal" screen | Can we rename the filter column from "Category" in the report to "KPI Group" as this field shows the group from the menu 471-1-3? |
Environment Details - OS version: Windows Server 2012
- Application version: 11.0.0329
- Setup: Demo
- Server : 10.0.0.14
- Database: LINKSOFT_REPORTNOTES
Next Step: for correction
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| 01 Apr 2019 | 03:13PM Comment 4 by Sanjay (Link Technologies) Assigned To: Rashna (Edge Business Solutions) Followup Date: 01-04-2019 03:13 PM Time Taken: 2.50 |
| Development work for this case has been completed. The change will be available in version: 11.0.0401 1. The following changes were made(Include Database object names, Program classes and any other relevant information):| - Renamed column "Category" to "KPI Group"
- Corrected "Performance Score" filter
2. The issue was caused by: - Improvement
3. Next Step: - UAT
4. Notes: |
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| 09 Apr 2019 | 07:57AM Comment 5 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 10-04-2019 12:00 AM Time Taken: 2.00 |
| QA Results Tests carried out according to requirements specified on the case header Test Results Summary Table 1 - Summarised list of issues | No | Test Description | Pass/Fail | | 1 | Validate that the "Performance Score" printer is functional | Pass | | 2 | Verify that "Catgeory" field has been updated to "KPI Group" | Pass |
Environment Details - OS version: Windows Server 2012
- Application version: 11.0.0408
- Setup: Demo
- Server : 10.0.0.14
- Database:LINKSOFT-DEMO-11-RASHNA
Next Step: for documentation
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| 11 Apr 2019 | 02:41PM Comment 6 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 12-04-2019 12:00 AM Time Taken: 2.50 |
| Hi Sanjay, Documentation for the case has been updated under - Link Web->Business Intelligence -> Report-> Performance Appraisal report
- HR->Performance Management-> Report-> Performance Appraisal reports
Thanks
Rashna |
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| 12 Apr 2019 | 08:33AM Comment 7 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 12-04-2019 08:33 AM Time Taken: 1.50 |
| Thanks Rashna |
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| 09 Oct 2019 | 08:14AM Comment 8 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 |