Company: Link Technologies
Case No: L12169. Project: 12.40: LinkSOFT Version 12.40 - 12.41
Logged By: Sanjay (Link Technologies) on 11 Feb 2021 03:33PM
Priority: Low
Product: Framework
Group: New Feature
Time Taken: 3.50 (Weight: 8.00)
Version: 12.40
Assigned To: Sanjay (Link Technologies)
Circulation: Alvis, Development, Rashna, Sanjay
Resolve By: Friday, 30 April 2021 11:59 PM [1161 days since logged date]
Status: Closed
Subject: Add ability to delete a user and transfer all related data to another nominated Active user
Summary:    
Add ability to delete a user and transfer all related data to another nominated Active user
When the user is deleted, we remove them from the system similar to Google Docs functionality

Purpose:

  1. This will aid in removing users who are no longer required in the system and for cleanup purposes.
  2. We need RM Applicants to have the option of DELETING their personal data for privacy reasons. 

To achieve this, we add the following

  1. in user maintenance, Add a checkbox "Transfer Account" and  "Transfer Account to username" option. 
  2. When selected, a background process will do the transfer and mark the account as "Not Approved" and tag account as "Ready To Delete"
  3. Status "Ready to delete" will enable a "Delete" option against th e user
  4. Add "Delete My Profile" in RM Applicant Profile

Additional Change to User Maintenance:

  1. Add a "New' option against the User Maintenance next to "Edit" 
Audit Notes:Edited by sanjay on 29/04/21 16:31. Edited by sanjay on 21/04/21 16:00. Edited by sanjay on 21/04/21 13:10. Edited by sanjay on 13/04/21 14:07. Edited by sanjay on 12/04/21 16:41. Edited by sanjay on 12/04/21 16:41. Edited by sanjay on 12/04/21 14:26. Edited by alvis on 25/02/21 10:41. Edited by sanjay on 25/02/21 10:35. 
25 Feb 202110:13AM Comment 1 by Sanjay (Link Technologies) Case L12169 added to project 12.4
25 Feb 202110:35AM Comment 2 by Sanjay (Link Technologies) ETC was changed from 16/02/2021 to 19/03/2021
13 Apr 202107:59AM Comment 3 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 30-04-2021 07:59 AM Notes: ETC extended from: 19/03/2021 to 30/04/2021
ETC Extended based on new timeline

21 Apr 202101:10PM Comment 4 by Sanjay (Link Technologies) ETC was changed from 30/04/2021 to 30/04/2021
21 Apr 202102:33PM Comment 5 by Sanjay (Link Technologies) Assigned To: Alvis (Link Technologies) Followup Date: 23-04-2021 02:13 PM Time Taken: 0.50

PART A - Analysis
1. Verify the request. If System Issue, verify the issue exists. If New/Improvement, verify justification.
2. The following changes will be required
:
a. In the first release we plan to do the following:

  1. Add a delete option to User maintenance main grid
  2. Add a text ACCOUNT DELETED next to the users name
  3. Mark the user as unapproved
  4. remove roles, company access and workflow

3. Affected Areas:
a. User maintenance -> Add delete option

4. The issue was caused by

Is there a significant change in the effort to complete this case
Next Step: (proceed with development or approval required) 

----------------------


21 Apr 202103:30PM Comment 6 by Sanjay (Link Technologies) Assigned To: Development Followup Date: 23-04-2021 02:33 PM Time Taken: 1.00
PART A - Development work for this case has been completed.

1. The change will be available in version:

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

  1. Add a delete option to the User maintenance main grid
  2. Mark the user as unapproved
  3. remove roles, company access and workflow

3. Affected Areas:

  1. User Maintenance -> Delete

4. The issue was caused by:

  1. improvement

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

----------------------

PART B - Development Reference (Place descriptor for objects changed):

1. Changes implemented was according to the approved design (Y/N):

2. Other relevant notes:

------------------------

Instructions:
Before Development is started, ensure the following is ready:
1. The case has a clear definition of the issue or change required
2. A test plan is in place
3. Change has been approved by Sanjay

Note:
a. System Test is performed by development in the "Finalised" Development environment (http://linktechnologies.com.au/dev-linksoft-{version}
b. UAT is performed using the installation provided

26 Apr 202112:58PM Comment 7 by Rashna (Edge Business Solutions) Assigned To: Sanjay (Link Technologies) Followup Date: 28-04-2021 12:36 PM Time Taken: 1.00
QA Results
Tests carried out according to requirements specified on the case header

Test Results Summary

Table 1 - Summarised list of issues
NoTest DescriptionPass/Fail
1Validate that users with "Delete" access for menu "User Maintenance" are able to see the delete optionPass
2

Create a new user

  1. Roles = All User and Administrator
  2. Company Access = 1001,1002,1003 and 1004.
  3. Workflow = Manager for all workflows.
  4. User Status = Approved.

Delete the User, this should deactivate the user account

Pass
3
  1. Validate that the "Roles, Company Access, and Workflow" is removed from the user account.
  2. Validate that the "Approved" is unchecked
Pass
4Login in as the user, access should not be allowed.Pass

Environment Details

  1. OS version: Windows Server 2012
  2. Application version: 12.40.0426RC1
  3. Setup: Demo
  4. Server : 10.0.0.14
  5. Database: LINKSOFT-DEMO-124

Next Step

  1. For Closure

    26 Apr 202101:01PM Comment 8 by Rashna (Edge Business Solutions) Assigned To: Alvis (Link Technologies) Followup Date: 28-04-2021 12:58 PM Time Taken: 0.50
    Case assigned for documentation

    27 Apr 202108:17AM Comment 9 by Alvis (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 29-04-2021 08:07 AM Time Taken: 0.50
    Documentation completed

    27 Apr 202111:01AM Comment 10 by Sanjay (Link Technologies) Assigned To: Sanjay (Link Technologies) Followup Date: 29-04-2021 11:01 AM
    Thanks Rashna

    If you have any queries regarding this support incident, please email admin@linktechnologies.com.au and include the Case No: L12169 in the subject line of all emails regarding this issue.

    Document size: 13.0 KB
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