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department-of-veterans-affairs / caseflow

Caseflow is a web application that enables the tracking and processing of appealed claims at the Board of Veterans' Appeals.
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Manager Dashboard | Current | Change table information and section header to "Work Assignments" #867

Closed shanear closed 7 years ago

shanear commented 7 years ago

*slight updates in the last comment @nikitarockz to verify

As a Dispatch Manager, I would like the "Current" section changed to "Work Assignments" and the table information replaced with the caseworker's work assignment metrics (completion goal, completed, remaining) to so that I am able to see how many claims each caseworker will be responsible for completing today, as well as what they have done and how many are remaining.

Acceptance Criteria

  1. Verify that the section "Current" has been changed to "Work Assignments".
  2. Verify that the "Work Assignments" table contains a listing of all of the Caseworkers who have completed at least one case that reports to the current user Manager.

  3. Verify that the table in the new "Work Assignments" section contains the following elements for each Caseworker listed:

    • Employee Name - the name of the employee establishing claim cases.

      Format: [FirstName] [LastName]

    • Cases Assigned - total number of cases expected to be completed today.

      Formula: Roundup ([TotalCasesToday] / [TotalCaseworkersToday])

    • Cases Completed - total number of cases completed by caseworker.

    • Cases Remaining - total number of remaining cases caseworker is expected to complete.

      Formula: ([TotalCasesToday] / [TotalCaseworkersToday] ) - [TotalCaseCompleted]

  4. Verify that the "Work Assignments" table contains a total row (summation for all employees listed) with the following data element values in bold type.:

    Employee Name = "Employee Total"
    Cases Assigned = [TotalCasesToday] Cases Completed = [TotalCasesCompleted] Cases Remaining = ([TotalCasesToday] / [TotalCaseworkersToday] ) - [TotalCaseCompleted]

  5. Verify that after entering a value for "Number of people" and clicking the Update button, the "Work Assignments" table data ("Cases Assigned" and "Cases Remaining") is updated.

  6. Verify that when the [TotalCaseworkersToday] value has not been set and no work has been done, the table displays one row with the following data element values:

    Employee Name = "" (empty string) Cases Assigned = 0 Cases Completed = 0 Cases Remaining = [TotalCasesToday]

  7. Verify that the following link and icon is displayed at the top of table (refer to mockup): View Dashboard

    Mockups

    View - Manager Dashboard page - New "Work Assignments" section image

View - Manager Dashboard page - Total Workers not set (Cases Assigned calculated) and no Work Completed image

Related Stories

Manager Dashboard | Update copy of page header and subtext #869 Manager Dashboard | Set number of Caseworkers for today #859 Manager Dashboard | Hide "Work History" section #860

nikitarockz commented 7 years ago

Historical Comments As a Dispatch Manager, I want to see how many claims have been established by each of the case workers on my team, and how many they have to go

Verify that table shows Employee Name, Cases Assigned, Cases Completed, Cases Remaining.

Acceptance Criteria Needs

Round up the total assigned. See mock below for scenario when

Mock when no cases have been assigned and no work has been done:

screen shot 2017-02-12 at 7 44 20 pm

Mock when cases have been assigned and work has been done:

screen shot 2017-02-12 at 7 41 59 pm
lakohl commented 7 years ago

As a Dispatch Manager, I would like the "Current" section changed to the Work Assignments table and the table information replaced with the caseworker's work assignment metrics (completion goal, completed, remaining) to so that I am able to see how many claims each caseworker will be responsible for completing today, as well as what they have done and how many are remaining.

Acceptance Criteria

  1. Verify that the section "Current" is replaced by the Work Assignments table.
  2. Verify that the Work Assignments table contains a listing of all of the Caseworkers who have completed at least one case that reports to the current user Manager.

  3. Verify that the Work Assignments table contains the following elements for each Caseworker listed:

    • Employee Name - the name of the employee establishing claim cases.

      Format: [FirstName] [LastName]

    • Cases Assigned - total number of cases expected to be completed today.

      Formula: Roundup ([TotalCasesToday] / [TotalCaseworkersToday])

    • Cases Completed - total number of cases completed by caseworker.

    • Cases Remaining - total number of remaining cases caseworker is expected to complete.

      Formula: ([TotalCasesToday] / [TotalCaseworkersToday] ) - [TotalCaseCompleted]

  4. Verify that the "Work Assignments" table contains a total row (summation for all employees listed) with the following data element values in bold type.:

    Employee Name = "Total"
    Cases Assigned = [TotalCasesToday] Cases Completed = [TotalCasesCompleted] Cases Remaining = ([TotalCasesToday] / [TotalCaseworkersToday] ) - [TotalCaseCompleted]

  5. Verify that when adjusting the value for "Number of people" with the up/down arrows, the "Work Assignments" table data ("Cases Assigned" and "Cases Remaining") is updated.

  6. Verify that when the [TotalCaseworkersToday] value has not been set and no work has been done, the table displays one row with the following data element values:

    Employee Name = "" (empty string) Cases Assigned = 0 Cases Completed = 0 Cases Remaining = [TotalCasesToday]

  7. Verify that the following link and icon is displayed at the top of table (refer to mockup): View Dashboard

    Mockups

    View - Manager Dashboard page - New "Work Assignments" section

    screen shot 2017-02-16 at 9 04 52 pm

View - Manager Dashboard page - Total Workers not set (Cases Assigned calculated) and no Work Completed

screen shot 2017-02-16 at 9 05 04 pm

Related Stories

Manager Dashboard | Update copy of page header and subtext #869 Manager Dashboard | Set number of Caseworkers for today #859 Manager Dashboard | Hide "Work History" section #860

mdbenjam commented 7 years ago

@lakohl Since you requested the main header to be ARC Work Assignments, do you want this secondary heading to also say Work Assignments?

lakohl commented 7 years ago

@mdbenjam good question! Sorry for the confusion. Per the AC in the comment above your last one, there is now only one header at the top of the page. Apologies, the mocks at the top should have updated.

This is the whole page:

screen shot 2017-02-21 at 2 21 34 pm
mdbenjam commented 7 years ago

@lakohl Thanks for the clarification! Also, AC 6:

Verify that when the [TotalCaseworkersToday] value has not been set and no work has been done, the table displays one row with the following data element values:

Employee Name = "" (empty string) Cases Assigned = 0 Cases Completed = 0 Cases Remaining = [TotalCasesToday]

Should we still have the footer with the totals? The mock suggests not, but just want to double check.

lakohl commented 7 years ago

@mdbenjam There will not be any employee names in this state, so I think we can skip the Totals for now on the state when no cases have been assigned.

screen shot 2017-02-21 at 2 27 31 pm
lakohl commented 7 years ago

Sorry you keep getting the issues with moving parts!

mdbenjam commented 7 years ago

Moving parts make life fun!! ⚙️ ⚙️

astewarttistatech commented 7 years ago

Blocked because there isn't a manager view that is accessible in UAT

astewarttistatech commented 7 years ago

Current view does not show a text field and blue button for updating caseworkers. @mdbenjam @lakohl Screenshots:

screen shot 2017-02-22 at 12 22 17 pm
mdbenjam commented 7 years ago

@astewarttistatech I'm sorry, but what is missing? Isn't that button and field there? As a note, changing the number there, only changes the quota, it doesn't insert that number of rows in the table. People are only shown in the table once they actually work on a case.

astewarttistatech commented 7 years ago

@lakohl the buttons on the screenshot you posted last are different from what is currently displayed for "number of people working today". Is that a blocker for this issue?

lakohl commented 7 years ago

This is my fault, as I updated the issue in the comments while Mark was working on this. This issue is exclusively for the table. So discrepancy in the number of workers section is not a blocker.

However, since you asked... what exists in dev today for the 'number of people working today' section is a bit of a hybrid. We no longer need the update button, such a large box indicating the number of workers, or a label for the number of workers box. Instead that section should just say 'Number of people working today' in regular weight type and be followed by a box with up/down arrows to adjust the number of workers. Zero should be the default at the beginning of the day. Managers should not be able to select a negative number of workers.

astewarttistatech commented 7 years ago

PASSED

Tested in: UAT Steps to Validate:

  1. Go to dispatch as a manager after EPs have been created as a caseworker
  2. Verify the manager view

Screenshots:

screen shot 2017-02-27 at 11 46 40 am