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 document tiltile after document released.
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 restrication from the tittle field.
- User's having document Edit permission can change Document Title
Impacts: NA
Document Detail
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 extension to document document title field
Purpose:
- Don't auto populate file file extension to title field
- If user doesn't remove the autopopulated file extension, its remain in the title.
Enhanced System:
- While uploading a file, only auto populate the file name without extension
Impacts:NA
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
Purpose:
- Allow the location administrator to create any location specific document folder
- No need to ask the corporate administrator to create 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
- Corporate folder will display the folder structure created from 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
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 create same hiearachy again under the targeted hierarchy and inactive or delete the existing hiearchy
- Duplication of the file in the physical storage
- Losing the document history and audit trails
Purpose:
- Merging different document folder 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 associate 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 hiearchy
- All the associate information and physical files will move as per the new hiearchy
- All document history, approvals and audit trails will be remain with the document
- The option is available both in Corporate and Location folder setup
Impacts:NA
