documents€¦ · dokumentår upload wecanshow on document. weneedto focusat documentyear this is...

DocumentsFinal

Change order:

ForeningsadministrationAnlægsadministrationTilskudsadministrationDokumenter

And change the name from Dokumenthåndteringto Dokumenter.

This means the document has tobe approved and have the status as”Ubehandlet”

Dokumenter

+ Add functionality from Dokumentbibliotek

Dokumentår

Upload we can show on document.We need to focus at Documentyear

This is NOT the year its uploaded, butthe year in the forms like for tilskud,we always require a year or a yearlybalance is even better.

So we should be aware of this wheneverwe require a document, and if not demands,we just set current year.

If its VEDTÆGTER (articles of association ) then it can be validfor like 10 years, so its just the year of change we ask for.

Move this before reason

Dokumenter

Afvisningsårsag

ÅbenDownloadGodkendAfvisErstatSlet

Please make this order:

OpenDownloadApproveRejectReplace ( new functionality )Delete

Add samefunctionalityunder the forening,but only withforenings own data.

Also approval of document

This is a mix up,we have these status:

UbehandletGodkendtAfvist

In foreningsportal they shouldsee status of documents andalso under foreningskrav,it should appear if a documentis rejected and must beuploaded again.

We need to follow flow here aswell.

Also they should, as a forening,NOT be able to delete a documenthere once it has been sent.

Any rules we need to go throughhere?

Sandeep – please make this smooth open likein the rest of the system, not just like this.

Also we need here to add reason for rejection if rejected + extra added text in textfield if any added by admin.

How to open a document from here?

Since we cant rename, this infois not relevant.

Dokumentmappe*

Dokumentår*

Dokumentbeskrivelse

Documentdescriptionalso used for mouse over inlist.

When internal document or folder ischosen, a document cant ever be possibleto checkmark here

Here we need to show if document has been rejected,the reason and extra info if provided by admin

Ubehandlede ( we need to have new status here for those not approved )Godkendte ( approved )Afviste ( rejected )

Dokumenttyper

Dokumentmapper

Dokumentår

Offentliggørelse

Remove this, it make no sense afterwe implement functionality under Dokumenter.

Afvisningsårsager

Afvisningsårsager

en ny årsag til afvisning

Dokumentmapper

We need to add 2 fixed folders here:

A. Interne dokumenterB. Vejledninger

( Internal documents )( Userguides )

Beskrivelse

If a lot of text then use mouseover

When new, thenthe first time it should be:

Ny dokumentmappe

(New documentfolder)

No need for this

Beskrivelse

Denne folder benyttes til interne dokumenter

Denne folder benyttes til vejledninger på Aktivportalen

(This folder is used for internal documents)

(This folder is used for Aktivportal)

If we add these text, clients can change as they like, but they cansee its a systemfolder.

Description for 2 internal documents:

Interne dokumenter

Dokumenter der ikke må offentliggøres

Vejledninger

Dokumenter til Aktivportalen

Both can be changed by admin

Klik på ”+” for at oprette en ny dokumentmappe

Klik på ”+” for at oprette en ny standardmail til dokumenter

Missing list of who to send it toAND option to enter e-mail.

Send dokument

Vælg årsag til at sende dokumentet

Dokument vedhæftes

Send

Medlemsopgørelser

Afvis dokument

Vælg årsag

Afvis

Årsag til afvisning

Du er ved at slette dette dokument

Slet

Any rules here for deleting?You should not be able to delete otherthan internal document.

Small issue when usingHamburger menu

Mouse over text is missing.

Shweta

Deep questions:

A. What happens if a document is rejected?We have deadlines and in foreningsportal this should now have status of missing.

B. What happens in reminderflow? – how will this influence mails and reminders?

We need to be 200% sharp here since we do have the Foreningskrav to concider and this mightbe the most important thing so we wont get in trouble when launching it.