Need for MTL 3.7 Release 2024_06_epic #story_b: FEATURE: add utility to Team Setup that allows users to add or delete automatically added people

[ljmoody]

User Story

Within the Settings blue bar, accessible from the Facilitator Dashboard, create a utility that allows users to add or delete automatically added people from a team. This popup is for creating and maintaining a list of SMEs that will be auto-added or removed when a new team is set up. It will also update existing team member listings.

Acceptance Criteria

• [x] a clickable icon (to the right of Facility Team Setup, by the Add, Edit, and Delete icons)
• [x] a popup - blue bar labeled: Team Setup - Add Subject Matter Experts
• [x] this list of auto-added individuals:
  • [x] Lindsey Z.
  • [x] David L.
  • [x] Debbie K.
  • [x] James R.
  • [x] Laura M.
  • [x] Jenn L.
  • [x] remove Emily M.

Wireframe:

[tejaspesquare]

@jamesmrollins, @ljmoody - Could you please let us know when this is expected to be delivered?

Also, we will be preparing document mentioning few queries related to SME development. We will share it soon.

[tejaspesquare]

@jamesmrollins - Can you please refer attached document of SME development. We will discuss in our next meeting. SME Development.pptx

[jamesmrollins]

3/25 Stand Up

• @tejaspesquare indicates this will be in test Monday, 1 APR.

[tejaspesquare]

@jamesmrollins - POC started for SME development.

[lijenn]

Discussed Sim UI Stand Up 04/03/2024:

• @tejaspesquare mentioned Dev team is still working on this feature. Other bugs and featured are prioritized first before this.
• @ljmoody to check with @jamesmrollins if new icons were developed or needed for this

[ljmoody]

Discussed at 4/3/24 Sim UI Standup: Development is in progress. Working on POC. Completed add function, working on edit and delete function. First target is that it works with a single group before applying the change to all other groups. Estimated completion: next week.

@jamesmrollins: Do you have a specific design in mind for the SME icon?

[lijenn]

Discussed 4/7 Sim UI Stand Up:

• @jamesmrollins let us know if you have new icons that were developed/needed for this feature. Thanks!

[jamesmrollins]

Discussed 4/7 Sim UI Stand Up:

• @jamesmrollins let us know if you have new icons that were developed/needed for this feature. Thanks!

Roger! Will provide icon today.

[jamesmrollins]

FYI @lijenn @ljmoody

@tejaspesquare here is a copy of the icon. I will also email it to you.

[lijenn]

Discussed 4/10 Sim UI Stand Up:

• @tejaspesquare confirmed this feature is in development.

[jamesmrollins]

3/14 Stand Up

• Delayed due to being deprioritized.
• Will be in Test Slow by 4/22 for testing.

[jamesmrollins]

4/21 Sim UI Standup

• This is blocked by API 2.0 Data Calls.
• Data calls are very slow because of the way the API is retrieving data from database (each call is taking 2-3 minutes).
• Will try and figure out a workaround and consult David B.

[jamesmrollins]

@tejaspesquare @lijenn @ljmoody

Update

1. The current API makes several calls to each group to add a facilitator, which can be slow. This will only get worse at scale. However, since we have less than 50 groups, it shouldn't pose a problem for initial development. Thus, the DEV team will continue to develop the feature with the existing API, using the criteria above.
2. I spoke with David B at Forio. While there isn't a workaround for the opening of each group in the current API, as it is necessary for security reasons, there is a way that we can batch process the addition of a person to all groups in the backend.
3. David B. indicated that the API to accomplish this batch process would need to be developed and a beta available in early July.
4. I have created a card #3152 trigger a batch process implementation in the Sim UI.

[tejaspesquare]

@jamesmrollins , @ljmoody , @lijenn - SME development is completed & can be tested on Test-slow.

Add SME Member - All groups will be updated and displayed in the Team Setup section on Settings.

Delete SME Member -

1. User confirmation message
2. Empty SME Group & so Team Setup

Caution:

Our current framework lacks a mechanism or API in place that can retain historical data and assist in pinpointing the specific group updated by the Subject Matter Expert (SME). Consequently, during a deletion process, the system will remove all existing teams (having Facilitator role) that include an SME Member.

[lijenn]

Discussed Stand Up 04/24/24:

• @tejaspesquare noted the caution of the deletion process with SME members who have the Administrator role (Not Facilitator, this role is removed entirely for 3.7 release) that:
  1. If a SME member is deleted from a group/team, the entire team will be deleted.
  2. If a SME member user is removed from the list, the user will not see the list of groups/teams. Users added to the SME member list determines whether or not they can see the entire list of groups/teams.

[lijenn]

@tejaspesquare I do not see the SME button in Test Slow yet. Should go into Dev instance to test this?

Also, I know we clarified the removal of the Facilitator role. I remember Laura and I removing the Facilitator login group from epicenter, but I just noticed that the login is back. Are we able to remove it without impacting development work?

[jamesmrollins]

4/28 Sim UI Stand Up.

• [ ] Resolve issue of a System SME (facilitator role) is deleted from a facilitator group by the API, then the teams where the System SME was related is deleted.
• [ ] Remove facilitator_login.
• [ ] Will be test-slow by 4/29
• [ ] @lijenn will test.

[tejaspesquare]

FYI @jamesmrollins, @lijenn - We have removed facilitator_login from Test-Slow & code mapped with administrator_login. We are currently looking for solution to effectively store and retrieve historical data using a vault.

@lijenn - Testing can be conducted on Test-Slow, as the SME link is currently active. Please disregard any validation messages and ensure that SME member(s) with a few teams associated with them are added or removed.

[ljmoody]

Hi @tejaspesquare, I haven't fully tested the functionality of the Add SME pop-up , but in working on documenting this feature, noticed:

• [x] A misspelling in the error message - can you please correct it?:

• [x] Since facilitator is being phased out, I believe these auto-populated fields should change:

fyi: @lijenn

[tejaspesquare]

Hello @ljmoody, sure, we will substitute facilitator with 'Administrator'. Spell correction will be addressed, and in some instances, proper validation will need to be handled. The development team will be working for resolving these matters. Appreciate your notification regarding the spelling issue.

[jamesmrollins]

FYI @lzim @dlkibbe @dlounsbu

SME Impact: None

5/28 Sim UI Demo

• This is a feature that will eventually replace the hard-coded, automatically registered users (Lindsey, Debbie, David, Jenn, James, Laura) in every new team set up.
• We are waiting on an API feature from forio to process the multiple security access and registration steps that would be required to process a new SME into all 95 active groups in Production, while not burdening the client. This would be a serious performance degradation.
• Forio intends to release this new API feature in late June - early July 24.
• Reference #3152

[tejaspesquare]

@jamesmrollins, @ljmoody - Updates on SME

We have completed one stage of development on SME. Currently, it is capable of adding a single group or multiple groups associated with a single member. When performing a delete action, it will remove all associations between the member and the selected group(s). If you leave any group(s) undeleted during the first action, you will not have the opportunity to delete another set of groups as the user will be removed from the SME list. We are actively working on addressing this use case.

Additionally, during deletion, only the groups that were added during the add operation should be displayed. Need to find solution for the same.

Add Member-

Delete Member-

Note: We are still working on this. Have identified a few observations in this publish that we will be addressing shortly.

Thank You!

FYI - @lijenn

[ljmoody]

Hello @tejaspesquare, please provide an update on this issue card when possible. Thank you!

[tejaspesquare]

@ljmoody - Please find latest development.

Delete Scenario - Based on the screen above, it listed all the groups in which user got Facilitator role & it is difficult to distinguish between groups configured via SME or Team setup. We cannot specifically identify the groups that have been configured via SME. Additionally, attempts to utilize the Vault API for solution did not yield the expected results.

[ljmoody]

Thanks for this update, @tejaspesquare. Please continue to work on this feature and provide regular updates on the progress.

FYI: I tried adding myself as a SME and had no response after clicking the "Add Member" button. I'm including a screenshot of the inspector console in case it is helpful:

[jamesmrollins]

FYI: @ljmoody @lijenn @lzim @tejaspesquare @dlkibbe @dlounsbu

Sim UI Update 6/18

• This feature is pending update of the API to handle group member addition on the backend.
• David B. from Forio indicated the feature was supposed to be released this week, but required more extensive testing and will be out next week.
• We will complete the feature upon availability of API from Forio.

Impact to SMEs

• none