RPT Release Notes 2019.07.23

Case Review Step Editing UI Changes:

Today we released some improvements to the UI for editing Case Review Steps. 

In summary: 

  • On the Case Review Steps page, the tiles are styled differently, and the button options at the top of the page are slightly different.
  • When editing an individual Case Review Step, we now display the info on the page, rather than in the window where it previously displayed. 
    • Note: We have not changed the information that displays. We still display all the same information, just moved where and how it displays.
Visual changes to Case Review Steps page buttons and styling when creating a case or template:

On the Case Review Steps page, we have adjusted the two buttons that appear at the top of the list, and have condensed some options into a dropdown list, but all of the same information and options are still there.

Before:

After:

Visual changes (new layout) for editing individual case review steps

When creating or editing an individual case review step in a case or template, we have moved the “Edit Step” experience onto its own page. Again, all of the same information and actions are present, they’ll just be found by clicking in slightly different places.

New Case Step Edit page added to Templates:

RPT Admins will see a ‘New’ Case Step Edit page when editing a Template. This experience matches the new experience of editing an individual Case. As an RPT Admin creating an RPT Template, when you click ‘Edit’ on a Case Step:

  • You will see page navigation breadcrumbs
  • You will see the exact same page as the Edit Case Step page
  • The experience for each committee edit will differ slightly depending on whether it originated from a case or template
    • From a template, the following limitations will apply for Standing and Ad-Hoc committees on the “Manage Members“ tab:
      • No ADD USER button
      • No way to recuse/un-recuse a committee member
Edit Step Window:

Edit Step Window - Moved "Add Committee"  function from the Edit Step window to its own window:

As an RPT user viewing the Edit Details page for a step, you can add a new committee to the step. When you click “Add Committee” you will see a window with the ability to add a new committee. This follows the existing functionality for adding a committee, with options for:

  • Standing Committee
  • Ad Hoc Committee
    • You cannot add ad hoc committee members in a Template, ONLY when creating an individual case
  • Individual User

Edit Step Window - Moved "Manage Administrators" tab to its own window:

As an RPT user viewing the Edit Details page for a step, you can manage administrators for the step. When you click “Manage” from the right tile of the Edit Details page, you will see a window with the ability to manage administrators at the step. There is no new functionality. We have just moved the existing “Manage Administrators” tab to its own window.

Edit Step Window - Moved the step “Settings” checkbox for each committee to a new tab:

As an RPT user viewing the Edit Details window on a step, you can see a new “Settings” tab in the existing Edit Details window. When you click “Edit Details” from the Options dropdown on a committee, the Edit Details window will open and you will see a new “Settings” tab with the setting: ”This committee can move the cases forward and backward.” (Note: This is an intermediary step; we will eventually move these tabs from the window onto the page.)

Step Edit:

Step Edit - Committee Options dropdown - Edit Name: Moved existing editing functionality out of the Edit Details window and into its own window:

As an RPT user viewing the Edit Details page for a step, you can edit the name of an Ad Hoc Committee. When looking at the Options dropdown for an AdHoc Committee on a Case only, when you click the “Edit Name” option, you will see a window that allows you to edit the name of the committee/reviewer. When you save the new name, it will save the value entered, the window will close, and the page will reflect the new data. You will see a success message announcing the name was changed, and when you open the “Edit Details“ window for a committee, the title of the window will be “Edit <committee name> Details“ (any committee type) and the committee name input field will not be visible on the “Manage Members“ tab (ad hoc committee type only).

Step Edit - Moved editing of the Step Name and Due Date from the Edit Step window to a new Step Name and Due Date tile and allow editing in a new dedicated window:

As an RPT user viewing the Edit Details page for a step, you can edit the Step Name and Due Date. You will see: 

  • a tile under Step Details 
  • a bold subheading for “Step Name” with its value below it
  • a bold subheading for “Due Date” with its value below it
  • a button with text “Edit Step Details”

When you click “Edit Step Details,” a window to edit the Step Name and Due Date will appear. When you edit the Step Name or Due Date and click “Save,” the window will close, and the values should be updated on the page inside the left tile.

Step Edit - Step Details right tile:

  • As an RPT user viewing the Edit Details page for a step, you can see a count of how many administrators are at the current step and a count of how many administrators are recused from the current step. You will also now see: 
    • a tile under Step Details, to the right of the Edit Name and Due Date
    • “X people can administer the case at this step.”
      • If you have been ‘recused’ AND you were considered an ‘administrator’, you will not show up in the count
    • “X administrators are recused at this step.”
      • If you have NOT been recused and are considered an ‘administrator’, you will display in the count
    • a “Manage” button 

Note: By default our system adds administrators to a template or case based on the unit of that template or case. If a template/case is created at the University of Interfolio, then you will be able to manage and recuse the admins for each step at the University of Interfolio. If the template/case is created at the Department of Art, then you can manage the admins for the Department of Art, College of Sciences, and University of Interfolio. Administrators are managed for each step in the workflow. See the help articles below for more details on recusing admins at a template or case:

https://product-help.interfolio.com/m/33238/l/414002-recuse-an-administrator-in-a-template

https://product-help.interfolio.com/m/33238/l/606335-recuse-an-administrator-from-a-case-review-step

Step Edit - Create "Reviewers" section:

An RPT user viewing the Edit Details page for a step can see the Reviewers of the step in a “Reviewers” section that displays: 

  • a new heading for “Reviewers”
  • an “Add Committee” button 
  • a tile for each committee/reviewer in the step
  • each tile should include the following:
    • Caret to expand/collapse
    • Title with committee name
    • Subtitle with committee type and member count
    • Options dropdown with these options:
      • Edit Name, Edit Details, Delete, Replace Committee

Step Edit - moved “Delete” from the “Remove” icon to the Committee Options dropdown - Delete:

As an RPT user viewing the Edit Details page for a step, you can delete a committee/reviewer. When you click “Remove:” from the Options dropdown for a committee, the committee will be deleted and the page will reflect the updated data.