Effort Reporting Phase 3 Issues

Issue Issue
No. Type Issue
Resolution
Create SOA dev mailing list. Include ER core team plus
Simon, Biju
1
List created - soadev@virginia.edu
Bill can send versioned file, DBA's can archive and
rename. Bill is having a problem with his iKey but will
2
Can .war file be versioned? Lorie to check with DBA's work with Kate on that.
Can comments be added to EBS tables for future
Recert functionality?
3
Will add to EBS tables in Phase 3
4
reports?
At go-live (Oct)
Why does an alpha sort have to be done in UI instead
of services?
5
Service doesn't have array object
6
Create go-live/cutover checklist
7
Finalize design doc
8

If alpha sort has to be done in UI (#5), how can this be

accomplished?

Can list of employees on rollup view be

expanded/collapsed? If not, use a grid of employees
with an icon next to those still needing work.

10

Create a way for OSP to look at the original report

before distribution adjustments. Imaging solution?
Sharon to schedule a meeting with Kirk, Gerry, Mary

11

Proof of concept for comments - Services (see #3)

12
13

Proof of concept for comments - UI (see #3)

LDA email verbiage - delivable #1017
Roll up reports issues - Cost Share Report, Effort
Reports by Sponsor, and Sponsored Activity by
Employee:
. Will be for each Employee, not the Certifier.
? Will the MBU, Dept, and Org names be based on the
Employee, not the Certifier? (The on-line system is
based on the Org of the Certifier.)

Resource

Date
Updated

Status
(Open/
Closed)

Due Date

Mary

6/14/2011 Closed

7/15/2011

Lorie

6/14/2011 Closed

6/14/2011

Martha
Sharon

6/28/2011 Closed
6/14/2011 Closed

7/5/2011
6/14/2011

Stephen
Mary
All

6/14/2011 Closed
6/14/2011 Closed
6/14/2011 Closed

6/21/2011
6/14/2011
6/14/2011

Bill

6/28/2011 Closed

6/21/2011

Bill

6/28/2011 Closed

7/5/2011

Sharon

6/28/2011 Closed

6/21/2011

Lorie

6/28/2011 Closed

7/5/2011

Bill
Greg

6/28/2011 Closed
6/28/2011 Closed

7/5/2011
6/16/2011

OSP has provided information to Mike

All agreed that employee in header will be replaced
with Report Owner

Sharon

6/28/2011 Closed

6/21/2011

All

6/28/2011 Closed

Sharon to provide

Sharon

7/26/2011 Closed

7/15/2011

Sharon provided requirements to Mike in May

Yes, Sharon will co-ordinate with Patty

Sharon
Sharon

6/28/2011 Closed
6/28/2011 Closed

7/15/2011
7/15/2011

Sorted in the UI per Bill

Yes, use window shades to expand/collpase. Put text

next to employee's name instead of icon or color.
Meeting held on 6-27, Kirk indicated that an imaging
solution is feasible and is following up with Mike with
additional technical questions. Discussed with
Sharon, and issue remains that there is no link from
on-line report to files.
Service changes would take 5 - 7 days development.
There is not an extra week of development time in
the schedule, so this cannot be included in Phase 3
Defer to phase 3 based on #11. Not sure where
comments would go, one suggestion was to add a
button to access comments
Greg provided verbiage to Martha

Certification Rate, Days in Status, and Average Days in

Status:
. Will be for the Certifier, not the Employee.
. The MBU, Dept, and Org names will be based on the
Certifier.
14
15
16
17
18

Employee' changed to 'Report Owner'?

Distribution adjustment workflow email verbiage is the
same as worklist notification, need text of changes
instead of handwritten comments
Need requirements for new ER report that shows effort
certified over 100%
Do training materials need to be updated for #15?

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Effort Reporting Phase 3 Issues

Issue Issue
No. Type Issue
In order to accommodate this UI requirement: 'A user
will only be able to add award/project combinations to
an employees sub-report for which the project-to-beaddeds Project PI is the same as the Report PI for
whom the roll-up report was created.', the service will
need to be changed
19
Bill asked for clarification on this UI requirement: 'One
addition to the employee sub-report presentation from
what is provided in the faculty reports is the presence of
the Certified column. The Certified column as shown
in the Staff roll-up report mock-up in Figure 3 is
intended to provide the user with a visual indication
regarding whether or not a specific employees line item
has been certified. The presence of a value in the
Certified Effort % column for a line item without any
indication of that line item being certified in the Certified
column indicates to the user that a certifier for that line
item has saved a value for the Certified Effort % but has
20
not
yet certified
report.'
If comments
canhis/her
be added,
where would they be? If
added to average hours worked area, would be more
straight forward than if adding to header. If added to
detail area, would be easier, or maybe add a button to
access. Bill suggested a new text area at the bottom of
the report.
21
Can UI changes be rolled out early or should they be
rolled out with phase 3 changes?
22
the Archive status that an ERC can reassign reports to
another ERC, ERC Alternate, or ERC 2nd alt. I take

23
24
25
26
27
28
29

30

Tweaks' to other emails that system sends out

Effort reports are being generated if there is a PI on a
non G&C reportable award

Need requirements for new LDA metrics report (see

also #32)

Status
(Open/
Closed)

Resolution

Resource

Services modified

Lorie

6/28/2011 Closed

7/15/2011

The group agreed several months ago (in the March

ER meetings) that a check box would not be
included. See design document for details

All

6/28/2011 Closed

7/15/2011

Put at bottom of report screen

All

6/28/2011 Closed

7/22/2011

Roll out with Phase 3

All

6/28/2011 Closed

7/12/2011

All
All

7/5/2011 Closed
7/11/2011 Closed

7/12/2011

Sharon

7/11/2011 Closed

it that the highlighting means new UI

functionality but I dont remember it being
discussed. The same text is highlighted for
a Sys Admin and the Archive Status on page
19.
I checked out the Sys Admin and when
archived reports are selected the button
remains disabled so it would be a change
Make reassign button visible for archive status.
(minor) to the UI to enable the button.
Should not require any service or table changes
see #26
A discussion on the LDA email another option for
removing the Submit/Approve/Return links.
The use of the LDA indicators on the header and detail
records by the UI.
View prior and printable version occassionally hangs
up/same report, different report, different machine,
same machine

Date
Updated

duplicate, see #16

No need to include indicators on Effort Repo Greg

Sharon/Greg to provide examples - Java Servlet
issue? Check with Stephen. Bill made some
Sharon/Gre
changes to the UI, continue to monitor
g
Sharon provided changes, Lorie is assessing to
determine effort. This was not included in the original
requirements.
Sharon

7/11/2011 Closed
7/12/2011 Open
7/19/2011 Closed

Due Date

7/19/2011
8/12//11
7/22/2011

Resolved with the latest changes in 971 on Lorie

8/1/2011 Closed

8/12//11

Sharon will email Martha will questions re: are actions

on adjustments stored in table?
High level requirements received 8-1. Need more
information. Report will not be ready at go live due to
lack of specific requirements.
Sharon

8/9/2011 Open

8/16/2011

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Effort Reporting Phase 3 Issues

Issue Issue
No. Type Issue
31

Develop test cases

32
33
34

Decide on workflow LDA adjustment archive (see also

#30)
Decide on testing strategy for CRP1, CRP2, and UAT
Need final list of testing participants

35

List of 1.1.4 war file testing issues

36

Award/project search timing out

Need first report period begin and end date for rollup
reports
Will Crp2 and UAT include LD adjustment approval?

37
38
39
40
41
42
43
44
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
64
65
66
67
68

Resolution
Per Sharon, she will let Greg and Andrew know
Can archive information be saved to a file that we
send to OSP? Archive table will not be ready at go
live due to request being made in July after
requirements had been finalized.
Depends on how LDA information is updated in
tables. Martha is researching
uat.

Resource
Greg and
Andrew

All
All
Sharon

Greg will test #1-3 in QA to determine if they are

existing (#2 resolved 8-3)
#4, Bill will investigate and advise
#5 - Grey out certified effort column that don't belong
to non-report owner? Bill to research and advise.
Will be deferred if change is too far reaching.
(resolved 8-3)
Greg
Per Mike, may be existing issue and Stephen may be
investigating as well
Marcia

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Greg
Greg

Date
Updated

Status
(Open/
Closed)

Due Date

7/13/2011 Open

8/22/2011

7/26/2011 Open
8/2/2011 Closed
8/2/2011 Open

8/22/2011
8/22/2011
8/12/2011

8/2/2011 Open

8/16/2011

8/9/2011 Open

8/16/2011

8/9/2011 Open
8/9/2011 Open

8/16/2011
8/16/2011

Effort Reporting Phase 3 Issues

Issue Issue
No. Type Issue
69
70
71
72
73
74
74
75
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123

Resolution

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Resource

Date
Updated

Status
(Open/
Closed)

Due Date

Effort Reporting Phase 3 Issues

Issue Issue
No. Type Issue
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157

Resolution

158
159
160
161
162
163
164
165
166
167
168
169
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Resource

Date
Updated

Status
(Open/
Closed)

Due Date

Effort Reporting Phase 3 Issues

Issue Issue
No. Type Issue
170
171
172
173
174
175
176
177
178
179
180
180

Resolution

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Resource

Date
Updated

Status
(Open/
Closed)

Due Date