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.