Adapt 'Create plans' page to reduce risk of wrong template selection

laurastandaert commented 2 years ago

What version of the DMPRoadmap code are you running? (e.g. v2.2.0) v3.0.6 (dmponline.be april 2022)

Expected behaviour: Avoid confusion wrt organisation and funder: frequent end user help tickets (eg 3 over past 2 weeks)

[x] Change wording (see suggestion below)
[x] Selectbox/dropdown for 'Primary research organisation' should only allow managed organisations

Else the DCC template or non-customized funder templates are unintendedly displayed.
- Risk: select wrong template
- Risk: Use inaccurate template
- Risk: End user cannot find desired template

Note that on 'Project details' page, more flexible editing should be possible, of funder (must-have) and if possible of organisation (nice-to-have); without impact on template

Actual behaviour: Current wording suggests the end user to fill the most accurate information for the research projects, while this is actually a form to select the most appropriate template. Primary research organisation allows to select from all organisations, including unmanaged. Since unmanaged organisations do not have templates, the default template (DCC template) is presented while end users assume they will be presented with organisational templates.

Steps to reproduce: Go to Create Plan page

laurastandaert commented 2 years ago

+1

laurastandaert commented 2 years ago

+1 for the dropdown of institutions

laurastandaert commented 2 years ago

+1

laurastandaert commented 2 years ago

+1

laurastandaert commented 2 years ago

+1

another one on the: in project details, the possible funders should not be limited to the list of managed funders; but should be custom input field

nicolasfranck commented 2 years ago

First problem: user can enter the name of an organisation that is not is stored. The system automatically creates the record. See https://github.com/DMPRoadmap/roadmap/issues/3113

As mentioned in that issue: it would be wise not to store custom orgs, but simply add a field "org_name" to the plan record, as no one but the end user is involved in this organisation.

Second problem: other users may find that unmanaged org and think that all is fine.

See https://github.com/DMPRoadmap/roadmap/issues/3189 See https://github.com/DMPRoadmap/roadmap/issues/3113

nicolasfranck commented 2 years ago

@laurastandaert see test.dmponline.be.

I forgot to change the wording..

DMPbelgium / roadmap

Adapt 'Create plans' page to reduce risk of wrong template selection #42