Company: Link Technologies
Case No: L12869. Project: 14.70: LinkSOFT Version 14.70 - May 2023
Logged By: Sanjay (Link Technologies) on 03 Apr 2023 02:31PM
Priority: Low
Product: Payroll & HR
Group: Enhancement
Time Taken: 14.00 (Weight: 32.00)
Assigned To: Sanjay (Link Technologies)
Circulation: Nathaniel Lal, Sanjay, Vineshwar Prasad
Resolve By: Friday, 28 April 2023 10:30 AM [381 days since logged date]
Status: Closed
Subject: Add "Attachment" option so users can load attachments and save the leave application once.
Summary:    
The current design requires the leave application to be saved before an attachment can be loaded. 

To improve the application process, can we have the option to Load Attachments while creating a leave application?

Audit Notes:Edited by sanjay on 19/04/23 15:43. Edited by sanjay on 18/04/23 11:39. Edited by sanjay on 03/04/23 14:31. 
03 Apr 202302:28PM Comment 1 by Sanjay (Link Technologies) Case L12869 added to project 14.70
03 Apr 202302:31PM Comment 2 by Sanjay (Link Technologies) ETC was changed from 30/03/2023 to 28/04/2023
18 Apr 202310:30AM Comment 3 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-04-2023 09:29 AM Time Taken: 6.00

To add the Attachments, we need to create the Leave Application first, as the Attachments can be large, and attachments need to be attached to an existing Record.

One option would be to have a two-step process where the user Creates a Leave Application, then in step 2, adds attachments. This will be similar to a wizard-type screen, similar to "Apply for Vacancies"

The current steps are as follows:

  1. Create a New Leave Entry
  2. Expand the Leave Entry created in 1. above
  3. Navigate to "Notes and Attachments"
  4. Select The Attachments Tab
  5. Create an Attachment Group
  6. Expand the Attachment Group and Add Attachments

For this version, we can eliminate steps 3, 4 and 5 by doing the following:

  1. Move the "Attachments" so it is on the main page "Notes and Attachments"
  2. Automatically create an "Attachment Group" so users can simply attach.

This means the Attachment process will be as follows:

  1. Create a New Leave Entry
  2. Expand the Leave Entry created in 1. above
  3.  - Not Required - Tab moved to first tab so it is automatically selected
  4.  - Not Required - Tab moved to first tab so it is automatically selected
  5.  - Not Required - Automatically Create when Leave is saved 
  6. Expand the Attachment Group and Add Attachments

18 Apr 202310:34AM Comment 4 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-04-2023 10:30 AM Time Taken: 6.00 Notes: ETC extended from: 28/04/2023 to 28/04/2023
PART A - Development work for this case has been completed.

1. The change will be available in version: 14.70

2. The following changes were made(Include Database object names, Program classes, and any other relevant information):

  1. Moved the "Attachments" tab to the first tab in the "Leave Applications Detail View" ad "Edit Leave Applications" forms.
  2. Create an Attachment Group called "Leave Application" by default if there are no Attachment Groups
  3. Change the "Leave Applications Detail View" Tab title from "Details" to "Leave Comments"

3. Affected Areas:

  1. Leave Application Process - Edit form and when the user Expands "Leave Applications"

4. The issue was caused by:

  1. Improvement

5. Other Relevant Notes
6. Next Step
(Review and System Test (Developer) -> UAT (Quality) -> Documentation): UAT


19 Apr 202301:27PM Comment 5 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 28-04-2023 01:23 PM Time Taken: 2.00
The following tests were performed:

Table 1 - Test Results
NoTest CaseExpected ResultPass/FailComments
1Create a new "Leve Application". Save. Expand Leave entry. Select "Notes and Attachments"
Attachments should be visible with a "Leave Application" group already created.
Pass

2Upload Attachment
Attachment should upload
Pass

3Select the "Edit" option in "Leave Applications". Select the "Notes and Attachments" tab
The attachment uploaded in 1. above should be available
Pass

Environment Details

  1. OS version: Win11
  2. Application version: 14.70
  3. Setup on:
    1. Server: LinkQA4
    2. Database: LinkSOFT
    3. LinkSOFT URL: HTTP://LinkQA4/LinkSOFT
  4. Login Details: Standard username and password for user "admin"

Next Step: Closure


If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12869 in the subject line of all emails regarding this issue.

Document size: 10.7 KB
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