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Add button to send report for approval before exporting to the database #194

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18chowdhary opened this issue Apr 15, 2022 · 0 comments
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enhancement New feature or request

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@18chowdhary
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Description

The general procedure for exporting data from a report to a database includes getting approval from a supervisor beforehand, to ensure that there aren't any issues with the report. To accommodate this in the app, we should add a button that automatically sends the report via email to a supervisor for approval before exporting to the database. This button should bring up a prefilled email with the following text:
Hi, please review the report attached. When you have approved the report, follow the instructions at @thisistheurltotheinstructions.

The report should be attached to the email. Sending this email should not delete the report; currently after the report is exported, the auto-saved report is deleted, so we should make sure to create a separate export function for this purpose that does not delete the auto-saved state.

We will also need to determine what should happen after approval. Our suggestion is that we should create an automated script that an administrator/supervisor can use to export the report to the database. However, we should do more exploration to determine what would be most user-friendly/easy-to-adopt for our users, especially our more non-technical users.

Next Steps

  • Create new button in the Export screen.
  • Create new export function, most likely a modified version of the EmailFinalReport file.
  • Conduct more user research on the ideal export procedure.
@18chowdhary 18chowdhary added the enhancement New feature or request label Apr 15, 2022
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