New and Improved Features

Product Level Change

• PMP-82373 Ability to rename the title of the document (not file name) when uploading documents in mass
• PMP-82283 Auto populate only the filename without extension in the document title field
• PMP-65897 As a location admin, I want the ability to set up my own location folder structure
• PMP-44070 As a user with the Add Folder permission, I want the ability to move a folder and all associated documents to a different folder

Configurable

PMP-82373 Ability to rename the title of the document (not file name) when uploading documents in mass 

Configurable: No

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

Existing System: 

• Doesn't have the option to rename the document title after the document is released.  

Use Case / Purpose:

• Allow user to rename document title at any point of time and status of the document
• This would help the owner or coordinator to change the document title as per any correction required to the title. 
• This would help the owner or coordinator to changes the title based on future requirement 

Enhanced System:

• Removed the restriction from the title field.
• User's having document Edit permission can change Document Title

Impacts: NA

Document Detail 

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PMP-82283 Auto populate only the filename without extension in the document title field

Configurable: Yes

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

Existing System: 

• After document upload, it's  auto populates the file name along with an extension to the document title field

Use Case / Purpose: 

• Don't auto populate file extension to the title field
• If the user doesn't remove the auto populated file extension, its remains in the title

Enhanced System:

•  While uploading a file, only auto populate the file name without an extension

Impacts:NA

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PMP-65897 As a location admin, I want the ability to set up my own location folder structure

Configurable: Yes

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

Existing System: 

• Document folder can be created from module setup 

Use Case / Purpose: 

• Allow the location administrator to create any location specific document folder
• No need to ask the corporate administrator to create a document folder for a location

Enhanced System:

• Option to create location specific document folder
• Option to select document folder based on Corporate or Location Folder hierarchy
• The corporate folder will display the folder structure created from the module setup
• Location folder will display only the folder created for that location
• Location folder has both Public and Private document access feature

Impacts:NA

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PMP-44070 As a user with the Add Folder permission, I want the ability to move a folder and all associated documents to a different folder

Configurable: NA

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

Existing System: 

• No option to move a folder and its associate child folders and files to another folder hierarchy
• If required to move a folder hierarchy, the user needs to create the same hierarchy again under the targeted hierarchy and inactive or delete the existing hierarchy
• Duplication of the file in the physical storage
• Losing the document history and audit trails

Use Case / Purpose: 

• Merging different document folders based on need
• Organizing document folders under one hierarchy as the document folder hierarchy grows or policy change
• Easy to move the folder hierarchy and its associated files with current information like change history, audit trails, etc.

Enhanced System:

• Ability to move a folder and all associated documents to a different folder hierarchy
• All the associate information and physical files will move as per the new hierarchy
• All document history, approvals, and audit trails will remain with the document
• The option is available both in the Corporate and Location folder setup

Impacts:NA

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