Compliance & Checklists

What Was Delivered

• October QA Checklist for Creating User

• October QA Checklist for Creating Project

• October QA Checklist for All Projects

• October QA Checklist for Project Douments

• October QA checklist for Managing Docs

Detailed Items

Checklist

• Mandatory fields- Company / group, Status, Email, First name,Last name
• Account type should never default to system user – always default to customer
• Is Verified means the account is active? If so, if an FTS user is creating the account then it should default to verified. However if is verified means user has received a confirmation email and clicked a link then please do not enable unless confirmed
• Account type : I am able to select multiple types?
• Attempt to create user with only email, selected 2 system types and password=password. Received this error. No password hasher has been configured for account "App\Entity\User".

Checklist

• Attempting to create project for SPI 1377\PS806375. We will need progress indicators in the typehead to indicate the search is loading. Doesn’t seem to be searching while I am entering the SPI
• Should there be a Typehead while entering the SPI ?
• Entering SPI NO should provide suggestions and search on the fly
• Entered SPI and nothing else. It created a project with Null address, Title, etc..
• When Client is Selected – if the Client has Child Groups, Groups should be made available for selection. Unless there is another way for the user to allocate the job to a group?
• Project Status should default to Pending Allocation
• When creating a job, menu items for Checklist items, tasks, orders, documents are visible and accessible. I guess this is ok but I should not be able to use these until the project is created.
• Create project flow should be : Project Details --> Submit --> upload Docs
• Owners details and any address. Should postal address be broken down to fields?
• Fields that take email address should have proper email validation
• When making a change to any field in a project and clicking on save, it returns me to the all projects screen. should just save the project and only save

Checklist

• Are we actually generating a checklist from the main page without even entering a project? Why would we ever do this? It actually gets in the way of clicking the EDIT button. The volume clicks will always be EDIT
• Need clarification on what Delete project does?
• How do we cancel a project? Set the status to closed cancelled?
• The export CSV from All projects exports visible data to CSV. This is ok but CSV needs tidying up
• Only available filters are project status?
• Is a filter the same as search?
• By officer
• Owner name
• When searching can we have a typehead to show search results or will it get in the way of the page?

Checklist

• Cannot upload multiple docs at the same time?
• Way too many clicks to upload a single doc.
• Flow should be either one of the following:
• Drag and drop docs onto the uploader or browse to upload. Modal window presented to select the doccument category
• Select document category then upload relevant docs
• I'm a little lost with the document category. the doccument is not commited until I press Save Changes?
• Why am I selecting a version. Version control is auto maintained
• Attempted to upload a doc and got error
• Expected argument of type "App\Entity\Document", "App\Entity\ProjectDocumentType" given at property path "documents".

Checklist

• Still unclear the purpose of this section.  it shows me every single document category created for all projects across the entire system for all jobs.  Need clarification here please.

Impact

Enhanced compliance tracking and checklist management, supporting quality assurance and regulatory requirements.