Prototype RCA Approval System Automation

[stephaniemoorer]

OOD Request

Discovery Meeting Notes

Builder Huddle Notes

[stephaniemoorer]

Created RCA Management

[dianamartin]

9/9/2024

Synced with Stephanie and started prototyping application for RCA solution

• [x] Created "Office of the Director" application
• [x] Created object tables
  • [x] request_for_council_action
  • [x] reviews
  • [x] attachments

New RCA form

RCA Management page

RCA Details page

[stephaniemoorer]

@dianamartin should we include these additional details? I saw this completed pink slip on the sharepoint site.

[stephaniemoorer]

@dianamartin In RCA Details / Add Attachment

• [ ] I think Add Attachments and Posting Language should be separate.

There is not always going to be Attachments but there will always be Posting Language

Add Attachments

• [x] Add Posting Language

Modify Needs Approval email

• [x] Change title to RCA Needs Review/Approval
• [x] Remove ID # from the title and body of email
• [ ] Change A RCA request needs your review/approval: (change . to :)
• [x] Remove ID #
• [x] Change Requesting to RCA Title:

[dianamartin]

10/2/24

• [x] Removed "Posting Language" on attachment table

  to separate the attachment and posting language

• [x] Created new field "Posting Language" on request_for_council_action table
• [x] Created new button for "+ Posting Language"

  to edit posting language

• [x] Created new button for "Final Posting"

  for easy copy & pasting

Changed Email Configuration

[stephaniemoorer]

@dianamartin The updates you made look great. I really like how this is coming together.

A few items I came across:

• [ ] View RCA Details There are a few fields from the Edit RCA page that are not being displayed:

• Provide Additional Information if item is controversial

• FDU #

• Total Cost of Project

• [ ] Review RCA from email notification When I select the click in the email to review the RCA the full Posting Language is not on the View RCA Details page