deptofdefense / anet

Advisor Network
MIT License
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create "future" engagement state and update business logic #713

Closed erincd closed 7 years ago

erincd commented 7 years ago
erincd commented 7 years ago

When you save a draft, a big box pops up that tells you it's a draft and lists the things you need to do before you'll be able to submit it. Can we customize this for future engagements to make it clearer you've done something different than the usual draft report.

screen shot 2017-03-22 at 10 31 29 am

erincd commented 7 years ago

Email to author when upcoming engagement date becomes today:

Hi [author name],

The date of your upcoming engagement, [Meeting purpose], is today. We've changed this future engagement into a draft engagement report. You can find and edit it by going to the "My drafts" on the "My reports" page, or by clicking here (link).

Best, The ANET Team

hunterp commented 7 years ago

Notes for me on what I need to do: plan to do the future engagements thing.

hunterp commented 7 years ago

Screenshot of my proposed "This will create a future engagement" :

image

Let me know any comments/feedback/etc.

hunterp commented 7 years ago

Screenshot of new Report/Show for a future engagement:

image

Still more work to do, but wanted to post here for @erincd , @efo-usds , @readywater 's feedback if you have anything.

efo-usds commented 7 years ago

@hunterp YAAAAAAS! This is solid - it shouldn't be red because it is in the future, I'm on board. I would change all language, once a future date is selected, to reflect this. (e.g. "Meeting goal - what do you expect to happen during this engagement?")

hunterp commented 7 years ago