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Message #61849
[Bug 1922689] Re: Report: Completion and review
** Changed in: mahara
Status: Fix Committed => Fix Released
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https://bugs.launchpad.net/bugs/1922689
Title:
Report: Completion and review
Status in Mahara:
Fix Released
Bug description:
My story
==========
As an institution admin I want to see easily which portfolio author
has which verifier (the role of 'Reviewer') so that I can report over
that information and intervene if necessary.
How
==========
General information for the report
--------------
* Normal reporting capabilities are retained, e.g. that when a person is selected, reports are only shown for them where applicable reports are available, select data range, configuration selected on the configuration screen, columns are sortable (unless where it does not make sense due to the data, which should be mentioned).
* When 'Personal information' is mentioned, this means:
* First name, last name, display / preferred name, username, student ID.
* Preferred name is ticked per default but can be unticked and other fields selected instead.
* Each column (but personal information and email) receives help text icon.
* Each column is sortable (unless where it does not make sense due to the data, which should be mentioned).
Report-specific
---------------------
No dashboard graph
Columns:
* Personal information for portfolio author
* Email address for portfolio author
* Portfolio title
* Portfolio creation date
* Template title with link to it
* Personal information for reviewer
* Email address for reviewer
* Date on which reviewer received access to the portfolio
* Three separate columns:
* Date on which reviewer access was revoked by the portfolio author,
* Date on which the reviewer removed themselves, or
* Date when the reviewer was removed by the system automatically. -> This may just be commented out as the automatic removal depends on a few other things
* Date on which reviewer ticked the primary statement.
* Percentage of completion in sign-off block (per individual → a given because the report is not an aggregated one) as per progress bar on the portfolio completion progress page at the end date of the selected date range.
* On configuration screen a multi-select filter allows to select which portfolio templates to display its copies (if site is selected, all institution and site templates are mentioned, but if institution is selected, only institution templates are listed; no other templates can be selected). This helps ensure that the correct template is used. This needs to be a sticky selector that only needs to be set once and doesn't change until it is changed again:
* All
* Portfolios created from institution / site template 1
* Portfolios created from institution / site template 2
* On configuration screen select filter for reviewer, i.e. static drop-down menu for the 'Reviewer' role:
* Show all
* Show only portfolio authors that have a current reviewer (ignores reviewers that have been removed)
* Show only portfolio authors that don't have a current reviewer
* Date selector: Include portfolios that were created during the selected time frame. That allows to capture regular and pro-rated portfolios. The filter then takes care of whether a portfolio is potentially listed multiple times or only once. → A portfolio author would be listed more than once if they switched reviewers.
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