New and Improved Features

Product Level Change

• PMP-85801 As a System Admin I want the ability to push changes in Protocol to related existing Profiles

Configurable

• PMP-85763 As a System Admin I do not want to assign scope for each activity

PMP-85801 As a System Admin I want the ability to push changes in Protocol to related existing Profiles

Configurable: No

• Title: NA
• Public/Private: NA
• Default: NA

Existing System: 

• Does not have option to push changes in Protocol to all existing Profiles where Protocol is used
• User has to go to each profile one by one for the changes to reflect

Purpose: 

• Provide option to push the changes in Protocol to all existing profiles

Enhanced System:

• Has "Reload Protocol" column added in Protocol List screen
• The column will display Reload option for those protocols where there is any change in the "Activities" tab of the protocol. Changes could be:
  1. Activity is added
  2. Activity is removed
• On click of Reload an information alert will show up with <Cancel> and <Proceed> buttons
  • If user clicks on Proceed below events will take place:
  • The column text will change as "In Progress" and the Protocol will be not editable until the Activity regeneration completes
  • System will delete all future month instances of the Profile Activity
  • If there is any future instance of activity where some progress was made or closed in advance, all the data will be lost
  • Any past month instances of the Activity in Calendar will remain as is irrespective of the status
  • Current month activity
    • If status is open, it will be deleted
    • If status is closed, it will remain as is 
  • System will create new instances for Future months of the Profile as per due date
  • For current month if a closed instance of the activity exists, system will not create another instance
• The column will display "Not Available" text where there is no update in the "Activities" tab
• The column will display "Reloaded on <Date when reload button was clicked>" text where there was some update in the "Activities" tab and Reload option was used
• To enhance screen usability, sorting is done based on Updated Date. If Updated Date is not available then Created Date will be used
• This way System admin will see latest protocols on top and they need not search for those.

Impacts: No Impact

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PMP-85763 As a System Admin I do not want to assign scope for each activity

Configurable: Yes

• Title: Enable Activity Scope
• Public/Private: Public
• Default: No

Existing System: 

• Does not have the ability to turn off the Scope screen in Activity Applicability tab
• This causes redundant work for customer who frequently add new locations in their Org Structure
• Such customers filter their Activities using Activity filter and not by assigning location scope 

Purpose: 

• Provide flexibility to manage Activity applicability by only Activity Filter or both Activity Filter and Activity Location scope

Enhanced System:

• Has a configuration available to turn on/off Activity Location scope feature
• When the feature is turned off, system will push the activity to all locations where filter question response matches

Impacts: No Impact

Current System

Enhanced System

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