2023_wk2_jun_#story_b: As a facility self-registering user, I need to login to Sim UI

[jamesmrollins]

Definition of Done

• [ ] Update code to read user selection of group type, then navigate to appropriate starting homepage.

[lijenn]

Functional Requirements discussed 2023_05_31

Dependency: User Roles


Goal: Everyone can self-register at mtl.how/sim

• [x] Enter your email, password, and first and last name.

• [x] Select VISN.

• [x] Select facility (sta3n).

• [x] [conditional: when applicable] If you registering for the first time, select your team.

  • [x] Team PSD will set up teams when more than one team participates from a facility.
  • [x] Team PSD can add people to teams.
  • [x] Team names must use 3 digit numerics or 5 digit alpha numerics, an underscore, and a lowercase name (no spaces, uppercase, or special characters).

• [x] Change blue header to "Add Members".

• 

• [x] Edit "Clinical Role" open text field and turn it into "VHA Primary Role" and include the following dropdown options:

  • [x] Clinician
  • [x] Leader
  • [x] Quality Improvement
  • [x] Data Subject Matter Expert
  • [x] Researcher/Evaluator
  • [x] Systems Modeler

• [x] Change "Clinical Role" to VHA role, "Role" to Permissions

• 

• [x] Remove "Team" from "Team Lead"

• 

• [x] Icon in Facilitator Dashboard retains the gear, but is renamed to "Setting"

• 

• [x] Blue bar header is renamed from "Team Setup" to "Setting", "Team Data" becomes "Data", "Team Setup" becomes "Facility Team Setup"

• 

• [ ] Blue bar header is "Facility Name Setup", "Team Name" becomes "Name", "Team Vision" becomes "Vision"

• 

---

DECISION: Retain _Ind, _Shared, and _Team worlds (no need to change to facility or sta3n world.

Facilitator

• [x] Facilitators have Shared and Team worlds, no Individual world, and can push/pull saved experiments across worlds.
• [x] Login home page remains the facilitator dashboard.
• [x] Only facilitators have access to the _shared world for live, pre-save, prep work.

Lead

• [x] A Session Lead (a session is "live," pre-save) can share, hit "Go", "Reset", and manage experiments and data files in team worlds.

Member

• [x] A Member cannot disrupt a live session, hit "Go or hit "Reset" in a Team World.
• [x] A Member cannot delete or rename experiments or data files in a Team World.

All Roles

• [ ] Everyone must opt to share experiments.
• [ ] Everyone must opt to share team data.
• [ ] IMPORTANT: Add mechanism for attribution of who shared the experiment or team data file - ideally not in the file name.

Next Steps: Look into why we implemented "Research Arm".

• 

[jamesmrollins]

Cross Reference: #2960

[jamesmrollins]

@lzim and @lijenn - I found the #2702 Facilitator Registration Process card and could not find any rationale as to why we included study information on the registration popup.

[lijenn]

@jamesmrollins @lzim I wonder if it's because we tried to have redundancy from Dynamics? That's the only other place that I think of where we have to manually input the research arm.

I also don't recall this field having any impacts on generating TT reports for blue or red teams? Might need to double check on this.

[jamesmrollins]

2978 contains the wireframe for the above. Updated dependency to indicated "blocked" by QA DEV.

[jamesmrollins]

Updated Wireframe based on feedback from QA DEV:

Sim UI Release 3.7 - Self Registration and Fac Dash Update.pdf

[jamesmrollins]

@hirenp-esquare - this is released for Development.

Updated Wireframe based on feedback from PI review:

Sim UI Release 3.7 - Self Registration and Fac Dash Update.pdf

[jamesmrollins]

@hirenp-esquare - this wireframe updated with the items we discussed regarding team naming convention.

Sim UI Release 3.7 - Self Registration and Fac Dash Update.pdf

sta6a.xlsx

[jamesmrollins]

Hi @hirenp-esquare see below for edits to self registration

Change link name on login

[lijenn]

Hi @jamesmrollins @hirenp-esquare ! Please review the feedback below from my user test session w/ @ljmoody:

• [x] 1. Self-Registration may not be clear for first-time users (i.e. don't know where to click). Consider changing the language to "Register for First Time".

• [ ] 2. Jenn couldn't see the dropdown menus when Laura was making dropdown menu selections when screen-share. (Note: This may only be an issue for Citrix users, worked fine when screen-sharing on GFE).

• [ ] 3. Add missing VHA Role: Data Subject Matter Expert

• [ ] 4. Ask Hiren to remove double-digit/letter Facility list dropdown - @jamesmrollins said those represent cemeteries (?)

• [ ] 5. When selecting/drilling down a VISN, the Facility list is not narrowed down (still shows entire list of Facilities across all VISNs, e.g. 640 is not in V10).

• [ ] 6. Consider making all the yellow marked fields in screenshot required fields.

• [x] 7. Follow-up question: Why isn't the user required to select a clinic? Is it represent users who might represent/be a part of a whole Facility/sta3n and doesn't need to specify a specific Clinic/sta6a?

• [ ] 8. Laura was unable to enter a name for Facility Name. Laura was using Citrix via her Mac. Can @jamesmrollins recreate the issue on Citrix?

• [ ] 9. All letters in Facility Name should be lower-case.

• [ ] 10. Can we alphabetize/organize the Clinic list dropdown?

• [ ] 11. Consider editing "Registration" at the top of the form to "Register an Account as a First-Time User"

• [ ] 12. Consider editing "Password" to "New Password"

[lijenn]

Adding some additional feedback for the email sent out after a user registers @jamesmrollins @hirenp-esquare.

• [ ] 13. Would this email go to MTL Help for someone to approve? It also will need to remove facilitator language.

  

• [ ] 14. Remove facilitator language. Is there a way to force users to enter a lower-case Facility name?

  

[jamesmrollins]

Hi @lijenn and @ljmoody - Thank you very much for the thorough testing of the self-registration flow.

1. @hirenp-esquare - please implement the suggestions above.
2. @lijenn - regarding 7 above, yes, we may be working at the Sta3n level only, so a Sta6a code is not mandatory.
3. @lijenn - regarding 13 above, yes, the approval email would go to mtl.how@va.gov.
4. @hirenp-esquare feel free to reach out to any of us for clarification.

Thank you

[lijenn]

Discussed 7/14 with James:

• [x] Laura and Jenn will make sure they test new user and existing user perspectives for Self Registration user testing after first set of user testing feedback is incorporated.

Discussed 7/17 with Hiren, James, and Laura:

• [x] @lijenn Will send @hirenp-esquare a VISN and Facility list. visn_sta3n_sta6a.xlsx

[lijenn]

To discuss with @jamesmrollins @ljmoody at 7/26 sim_ui_workflow meeting. @jamesmrollins to discuss with @hirenp-esquare

• [x] Still not seeing dropdown menus during screenshare via Mac > Citrix > Chrome

• [x] Prevent user from using upper case letters and spaces when entering facility team name:

• [ ] Consider greying the buttons and include additional text that the registrant is approved, the green pop-up box disappears too quickly.

• [x] Consider changing "Approve" hyperlink text to "here"

• [x] Consider changing "Login" hyperlink text to "the Sim UI"

• [ ] After approving, Laura is still unable to login (see details in comment after this)

• [ ] Jenn registered with her praxis email and was able to login, but her approved team did not show up and she showed up as an administrator

• [ ] Neither Laura or Jenn's emails nor approved facility teams show up in the Test - Slow instance

[lijenn]

DECISION: We are unable to address the screensharing issue for menu dropdowns using Mac Citrix. Likely due to a MS Teams screensharing issue.

[lijenn]

Identified at sim_ui_workflow 7/26 @hirenp-esquare @jamesmrollins need to discuss:

• [x] We tried resetting @ljmoody's VA email account password on the Sim UI, but came across this issue:

We confirmed Laura is an end-user in the Test instance too.

[lijenn]

Hi @hirenp-esquare, please review @ljmoody and my feedback below.

1. • [ ] Remove the space after the second underscore (blue circle)
2. • [x] Prevent users from entering uppercase, only lower case (yellow highlights)

3. • [x] Prevent users adding spaces, spaces should be underscores (red underlines)

4. • [ ] Can we make this pop-up automatically close after the user clicks submit OR grey out the button after the user clicks submit?

---

5. • [ ] Why is Laura automatically assigned the Facilitator role once she approves her registration? Did we want to assign first time users with the Member role @jamesmrollins?
6. • [ ] After being approved and signing in, Laura does not see the team she registered for.

[ljmoody]

Hi @hirenp-esquare, I have some feedback to incorporate into the Sim UI based on meetings with @lijenn and @jamesmrollins today:

in the Facilitator Dashboard:

• [x] 1. Change dropdown menu initial text to "Select Module"
• [x] 2. Update Tutor menu/messages

• [ ] 3. Create a main dashboard Tutor prompt

everywhere in the Sim UI:

• [ ] 4. Remove video icon from prompts

• [x] 5. Remove the Video Link column

[ljmoody]

Hi @hirenp-esquare, two more things I noticed when in the Sim UI (I tried different browsers to see if that mattered, and it didn't.):

in the Facilitator Dashboard:

• [ ] 1. The "click here to collapse or expand" popup is not pointing to the right location on the page:

• [x] 2. The "click here to close the dashboard" popup is not pointing to the right location on the page:

FYI: @jamesmrollins @lijenn

[lijenn]

Jenn and Laura have been completing the rest of QA in #3026 for Self-Registration. We can close this card since the work with Hiren has been completed.