A frequent request from our users is how can a user provide supplementary information relating to a previous communication (e.g. PM wants to request additional information relating to a Quotation or an Early Warning). Potentially, a very simple way of achieving this would be to add a button on every form (only visible to a user with the appropriate permissions) to generate a PM Notification or Supplier Notification that is automatically associated to the process form in question. This, coupled with the ability to report on associated notifications, should meet the requirement.
Steve this sounds a really useful and easy solution. I will check with @batuhan.balaban how easy it will be to implement. Button would redirect to blank notice form but populate the relationship tab automatically with the previously page notice reference.
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@Steve.Webley Quick recap of conversation this morning.
Spec logic for editing relationship
- New API will support 3 classification of relationships (System, Admin and End user)
- System link relationship cannot be edit by any user. System link logic will be used to generate link between Quotes to CE, Proposed Instruction to CE, and Assessment to CE. In the unlikely event taht you need to changes these link a support ticket must be raised.
- Admin link relationship can not be edit by end user. they can only other System admin or super users. System will generate these link but admin link relationship for PMI to CE and CE to PMI can be edited by system admin users or superusers. End user can not edit these.
- End user link relationship can be edited by anybody.
- UI shows uneditable relationship as greyed out, other relationship can be unticked
Link needs to two directional, so when a user adds a link between a CE and an EWN, it shows on both notices the link and when a user removes the link between the notices it’s removed on both notices. Its view via the relations tab on each notice.
The following are “High priority” or the most common workflows that need this new feature (to raise a new notice from) and the sub-bullet points are the associated notices that can be raised from these subworkflows.
- Early Warnings
- Notifications (system generated but editable by end user)
- Compensation Events
- Early warning (system generated but editable by end user)
- Notifications (system generated but editable by end user)
- PMI (system generated but editable by admin only)
- Quotes (system generated and not editable by anybody, must be logged as a support ticket)
- Notifications
- Notifications (system generated but editable by end users)
Lower priority (to raise a new notice from) are expressly exclude from this scope
- Programme
- Submissions
- Submissions (with quote)
- Payments
- Quality Management
- Delegated Actions
- Records
- RFI / TQ
We will document the new API the relationship separately and provide a link here shortly.
@emir.undeger , @batuhan.balaban and @adrian.von.plato hopefully this makes sense. If not please raise any question here. thanks
For easy of navigation here is the link to the tagging feature request and associated documents feature request:-