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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.
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
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