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Report Uploader Business Rules

Business rules and user access details for Report Uploader window

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de un año

User permissions

  • Superuser, System role

    • Can view, add and delete any file from main directory, this impacts all clients

    • It is important to replicate any of those actions into Git repository, due to all files must be versioned and will be maintained by the development team.

  • Superuser, client’s Admin role

    • Can view, add and delete (massively) any file from the client’s directory, this impacts only that client

    • It is important to replicate those actions into Git repository if the maintenance will be responsibility of the development team.

    • Note that the ODT files and custom questionnaires jasper are not versioned it Git repository.

  • Staff user, client’s Admin role

    • View any file from the client’s directory

    • Add only ODT, JASPER, PNG, JPG files into the client’s directory, this impacts only that client.

      • ODT files will be renamed by the System to add the prefix “odt_

      • Files with the same name will be replaced, the original file will be kept as a backup

    • Delete only the following files from the client’s directory, this impacts only that client

      • ODT files which name contains the prefix “odt_

      • Jasper files which name contains the prefix “qnr_

        • Note that in order to be able to delete custom questionnaires jasper must have that prefix before adding them. There are other client’s jasper with standard names such as “PolizaCheque” that can be added by CS/CC team, but cannot be deleted, only replaced.

IMPORTANT: Once a file is deleted, there is no rollback.

Report uploader - Staff view

Features

  • Complete view of client folder’s files

  • Button attachment: Add a valid file

  • Button delete: Delete selected file (one at a time)

  • List header: Sort files by name or extension

Report uploader - Superuser view

Features

  • Complete view of client folder’s files

  • Button attachment: Add any file

  • Button delete: Delete selected file(s)

  • List header: Sort files by name or extension

Report uploader - Upload / Delete

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