RPT Release Notes 2019.10.03

Make FAR Vitas available in RPT, Part 1:

ADDED: Ensure Vita is viewable in viewer:

When applicant clicks on any uploaded document into their tenure packet it opens into the viewer regardless of its nesting level within the packet section structure. User should now see vita information and be able to see non-viewable files for download (non-viewable vita attachments).

ADDED: Ensure Vita is viewable in viewer:

When applicant clicks on any uploaded document into their tenure packet it opens into the viewer regardless of its nesting level within the packet section structure. User should now see vita information and be able to see non-viewable files for download (non-viewable vita attachments).

ADDED: Implement Candidate-initiated regeneration:

Candidates cannot  add, change or remove a Vita Template from an RPT Case, but under certain circumstances, they may be able to change the term range and/or regenerate the Vita.

  • A Candidate (apply.interfolio.com.....) viewing packet with an unlocked Vita "section" should see an option to edit the vita. 
  • When user selects to edit, a window appears allowing them to
    • Change the Start and End Dates for the Term Range AND/OR
    • Regenerate the Vita and its corresponding attachments
  • When user selects to "Regenerate" the vita they will see any errors that we know about right away
    • the start term needs to be before the end term
    • If there are no errors the user should get a confirmation toast 
  • Locked Vita Scenario:  Candidate viewing packet with a locked Vita "section" will NOT see an option to edit the vita and should NOT be able to change the Start and End Dates for the Term Range AND/OR regenerate the Vita and its corresponding attachments
    • Note: You can lock/unlock a section as an admin on the case page in tenure.

FIXED: Remove the ability for a Candidate to edit/alter term ranges in Apply:

When viewing a packet that has an F180 vita associated with it, user should not be able to alter/save new term values, even if editing is toggled to TRUE for that packet. If candidate editing is toggled to “True” the user should see a “Regenerate” action for the vita. When user selects the “Regenerate” action the user sees a window with the title “Regenerate Vita” and a message saying that the vita was last generated on (date). 

  • Any information added or updates to existing activities after date will not be reflected. Please regenerate the vita to capture any new activities or information. 
  • When user selects the “Regenerate” button the vita should regenerate so that any new activities get included.

FIXED: Vita name is not displaying in Candidate Requirements section:

Fixed problem with Vita's name not appearing in the Candidate Requirements section. A user should see Vita's name in the Candidate Requirements section. 

FIXED: Add vita button Error:

When creating a new case from a blank case template and trying to add a vita, or when trying to add a vita to a template, the Add Vita button was not working. RPT admin should be able to add a vita to a new case, but nothing was happening when selecting the Add Vita button.

ADDED:  Implement Changes for Vita Term Start/End date:

Evaluators (Committee Members who are not managers) can now open a case with a vita in it as expected. When an RPT Committee Manager on the current case opens a case which contains a vita, they can see the case and vita details on the Case Materials tab of the Case ID page, and can open the “regenerate vita“ window by clicking on the EDIT button next to the vita. Once regenerated, the new term details are displayed properly below the vita name on the Case Materials tab of the Case ID page. When an Evaluator on the Current Case (Committee Member not Manager) opens a case which contains a vita, they can see the case and vita details on the Case Materials tab of the Case ID page, and cannot open the “regenerate vita“ window since the EDIT button next to the vita is not visible.

ADDED: Ability to view annotations of previous vita versions:

RPT Administrator can see previous versions of the vita, and can see any changes made between the old version and existing vita. An administrator viewing a previous vita document in the viewer should be able to see the annotations when looking at a previous file in the viewer. User should see a tab for Annotations that

  • allows viewing
  • does not allow commenting

ADDED: Activity Log: Current version of vita should open from the case activity log:

When users viewing the activity log from case options > view activity log, click “View Details” for the vita, they are taken to the document viewer with the vita as the selected media. When viewing the activity log from case options > view activity log and clicking “View Details” on an old version of the vita, the user is taken to the doc reader. 

ADDED: Add F180 Vita to RPT Template:

 This option only appear if the institution has F180.

1) Adding an F180 Vita Template to an RPT Template, New Add Vita button.

2) New Add F180 Vita Template window.

Automatically pulls in a vita from white_label_name for inclusion in the packet. When you add a vita, you'll be asked to indicate the number of terms that the vita will cover.

ADDED: Add/Edit Vita Template to RPT Case:

RPT Admin creating/editing a Case that does not have an F180 Vita already associated with it can edit the case and add a valid F180 Vita Template by going to the Case Requirements Section. 

  • IMPORTANT: The user must exist F180 in order to add a vita template to their case. This should happen on case creation but older cases might not have that relationship already created.
  • The only difference in experience between associating a vita to an RPT template VS a Case can be seen in the window. When editing a template, you only have to enter a number of terms. When editing a case, you will need to specify the start and end term and year.
  • years_back and years_forward for the term range are inclusive or the current year so if this year is 2018, if years_back = 8, the first selectable term year would be 2000, and if years_forward is 4, then last year would be 2022.

ADDED: Call bulk validation for vitas:

User creating cases in bulk can see whether or not there are vita validations errors before submitting creation of those cases. Errors will display under the Candidates section with an error for each candidate if they contain an error from the F180 vita validation. When on the summary page and there are 1 or more vita validation errors, user will see an alert\banner\error below the table header and above the candidates\case table. When on the summary page and there are 1 or more vita validation errors they should see an error in the new Details column for each user’s corresponding error. 

FIXED: Committee member unable to see a shared vita and attachments in the Viewer:

Fixed issue happening when a case with a vita has been shared with a committee member, nothinging was displaying in the viewer for the shared vita. The error in the console was “undefined is not an objection (evaluation ‘e.section_id’)."  A committee member of a case with vita that has attachments that have been shared should be able to see the vita and all of the associated attachments. The vita and all associated attachments should display in the Viewer. 

ADDED: Header action buttons of previous vita viewer:

Administrator can see previous versions of the vita, so they can see any changes made between the old version and existing vita. An administrator viewing a previous vita document in the viewer should be able to see the annotations when looking at a previous file in the viewer. User sees a header with button for “Return to Log.”

ADDED:  Single case creation from template with Vita error display:

Administrator can see any errors about a vita on the candidate requirements page, so they can fix the errors or remove the vita from the case all together.

  • When RPT Admin creates a single case from a template with a vita attached to it, after clicking continue on the first step of the case creation process, the successfully created vita should be displayed on step 2 with options to change or delete it.
  • When there is an error with the vita associated with the template Admin used to create a case, user should see an error on the candidate requirements page:
    • No vita available; this candidate does not have an account in white_label_name. Note: Do not show "Add Vita" button.
    • One or more of the term ranges you specified do not exist. Please select a new term range
    • The vita no longer exists in white_label_f180.
    • No vita available; this candidate does not have the correct unit affiliation for the selected vita.

ADDED: Update Vita Sections Display Rules:

Administrator can attach an F180 vita to a template or case, so they can automatically pull in information about their activities for review. RPT Admin at an institution/tenant that also has Faculty180 can add an F180 Vita Template to an RPT Template or Case. 

FIXED: View Navigation Bar and Controls Bug on Multi-Page PDF:

Tenure User viewing a multi-page PDF will see  the document navigation bar fixed to the bottom of the viewer (always visible), and the controls to move from one material to the next and from one page to the next within the current PDF document should work. 

ADDED: Vita and attachments can be shared:

Administrator or committee manager can share the vita and it's attachments with members outside the committee, so they don't have to send the case back to a step for informational purposes. This is for sharing with committee members. Candidates will (should) already have access to this via candidate transparency. When an administrator or committee manager viewing a case selects the vita they should be able to share the vita and vita attachments with committee members via the “Share” button. When the user selects the “Share” button they should see a dropdown with:

  • the option to share "with committee members"
  • the option to share "with Candidate"
    • this should be disabled with a tooltip that says “One or more selected files can not be shared with the candidate.”
  • When user selects the option to share "with committee members" the "Message to Committee" window should open and the vita should be attached. 
  • When Administrator or committee manager viewing a case selects to email the committee they should see the vita as file option in the “Share Files” section of the email modal and should be able to share the vita and vita attachments with committee members. Note: to open "Email" modal for committee members, you need to go to the "Case Details" tab of the page, locate the committee members, and select "Email".

ADDED: Vita Regeneration:

Committee Manager or Administrator can update the vita to see any new activities added since the vita was originally generated. From /cases/id, user can: a) change the Term Range and b) regenerate the Vita and its corresponding attachments. 

  • CM or Administrator on cases/id looking at the vita for a particular candidate should have the option to edit the vita:
    • Change the Term Range
    • Regenerate the Vita and its corresponding attachments
  • When users select to "edit" the vitac they should see a modal that has:
    • help information "The vitae was last generated on date. Any information added or updates to existing activities after date will not be reflected. Please select a new term range or regenerate the vita with the existing range to capture any new activities or information."
    • vita name
    • term range + help "Select the term range (time period) for the vita."
    • Regenerate button
    • Cancel button
    • Toast:
      • Vita Regenerating
      • The vita is regenerating. The details will update once the vita is complete.
  • When user selects the "Regenerate" button, they should get a warning: "Regenerating the vita will create a PDF of the vita with any new information added to activities or any information removed from the activities within the specified term range. Annotations will be removed from any activities that no longer exist. "
  • Notes:
    • Annotations will be lost
    • If a Vita is regenerated, and the document is the same. We will preserve the original copy, and therefore, keep annotations.
    • If the document is changed, we remove the original and the annotations.
    • If the document is no longer in the response, then we remove the doc and annotations.

ADDED: Vita version viewer (like packet viewer):

Administrator can see previous versions of the vita, so they can see any changes made between the old version and existing vita. When Administrator selects to view a vita from the case activity log or regeneration log, they should see the document in the viewer. When looking at a previous file in the viewer they should see:

  • a title of: vita_template_name (Previous Vita)
  • an alert that says: "This is an older version of the vita used in the case from original_generation_date to removed_date. To see the most recent version of the vita, please return to the case."
  • Only the vita and it's attachments (all other case materials should not be part of the viewer)

ADDED: Implement Candidate-initiated regeneration:

Candidates cannot add, hange or remove a Vita Template from an RPT Case, but under circumstances, they may be able to change the term range and/or regenerate the Vita.

  • Unlocked Vita Scenario:
    • Candidate viewing packet with an unlocked Vita "section" should see an option to edit the vita. When user selects to edit, should get a window where they can: 
      • change the Start and End Dates for the Term Range AND/OR
      • regenerate the Vita and its corresponding attachments
    • When user selects to "Regenerate" the vita they should get any errors that we know about right away
      • the start term needs to be before the end term
    • If there are no errors
      • Then the modal should close and user should get a confirmation toast that says: 
        • Header: Vita Regenerating
        • Body: The vita is regenerating. The details will update once the vita is complete.
      • And I should see that the vita is processing
  • Locked Vita Scenario: 
    • Candidate viewing packet with a locked Vita "section"
      • Should NOT see an option to edit the vita and should NOT be able to:
        • change the Start and End Dates for the Term Range AND/OR
        • regenerate the Vita and its corresponding attachments
  • Notes: You can lock/unlock a section as an admin on the case page in tenure.