hackforla / tdm-calculator

DTLA Hack for LA is partnering with Los Angeles Department of Transportation (LADOT) to develop a Traffic Demand Management (TDM) calculator tool. This tool will help planners at LADOT and real estate developers to meet the Los Angeles’s Mobility Plan goals by 2035.
https://tdm.ladot.lacity.org
GNU General Public License v2.0
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Design a workflow that allows snapshots to be approved by administrators #1953

Open thetanmancan opened 1 week ago

thetanmancan commented 1 week ago

Overview

The TDM Calculator site currently does not have a formal process for administrators to approve of submitted snapshots. Design a workflow within the My Projects page that allows administrators to approve snapshots.

Details

The steps for a snapshot approval process are as follows:

  1. A general user—usually a real estate developer or agent—submits their completed project in the form of a snapshot.
  2. An operational administrator assigns the submitted snapshot to a Development Review Office, or DRO.
  3. A DRO administrator reviews the snapshot, approves it, and assigns a date of approval.

In the current workflow on the Dev site, once a snapshot has been submitted, the only way that an administrator can mark it as having been approved is in the Admin Notes field. However, this workflow does not allow for approval to be filtered or searched for in the My Projects page. Instead, administrators are forced to open the notes of each snapshot individually to find whether or not it has been approved.

To address these issues, a new workflow on the My Projects page will require new functionality. That functionality might include "Approval Date" and "Approved By" columns and "Approve" and "Revoke Approval" buttons within the kebab menu, but these are only suggestions that can be worked through in the design process.

Action Items

Resources/Instructions

Link to the Dev site My Projects page Steps to submit a snapshot:

  1. Log into the Dev site with an Admin account.
  2. Create a project.
  3. Navigate to the My Projects page.
  4. Find the project created in Step 2.
  5. In the kebab menu for the project, select "Convert to Snapshot".
  6. In the modal, enter a name and click "Done."
  7. Navigate to the Submit Snapshot page.
  8. Under the Snapshots Meeting Target Points section, select the radio button for the snapshot created in Step 6.
  9. Click the Submit button.
  10. In the modal that appears, click "OK."