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TitleUser StoryLabelImportanceNotesJIRA Tickets
1

Users

As an admin I should be able to respect a user's wish to be opted out of automated email

  • user can opt out of emails from their user profile page
    Jira Legacy
    showSummaryfalse
    serverSystem JIRA
    serverId448ba138-230b-3f91-a83e-16e7db1deed1
    keyOLMIS-4835
  • admin can opt out of emails from the edit user page
UsersMust have

See screenshot below

  • What email notifications are impacted (requisitions and fulfillment)? Are their any categorizations for email notifications?
  • Is there a need to view and update multiple users in bulk or batch?
  • A user can opt-out of business oriented notifications from OpenLMIS, but they cannot opt-out of system notifications such as reset password or email verification.

2Consolidating notifications

As a storeroom manager, I would like to be able to have email notifications aggregated so that i do not get an email for each action to be taken for a facility.

  • Can we aggregate notifications by a user, or by a facility?


MJ added this to the gap analysis because I believe the request from Malawi represents the desire for users to either opt out of email notifications or consolidate.
Jira Legacy
serverSystem JIRA
serverId448ba138-230b-3f91-a83e-16e7db1deed1
keyOLMIS-3147

...

  • One user receives multiple (80*5) notifications?
  • They create email alerts so they go to one folder and then are just automatically marked as read.
  • The CMST users need to act when they receive notifications
  • Option 1: leave it at the discretion of the user to decide to receive email notifications
  • Option 2: aggregate notifications by district so that the CMST manager receives one email with some list of # of facilities that are ready for processing (district, program, reporting period)
  • After CMST has converted to order, they receive an email Transfer Failed, for every order (400+ emails)
  • Option 3: consolidate by status: receive notifications by requisition status (submit, authorize, approve, second approval, convert to order, transfer failed (or transfer successful if sent to ERP)
  • How frequently are actions completed?
  • Is it useful to have an opt-out vs opt-in, so for a user to receive no notifications? Nuran: Yes
  • Is it ok that we just have consolidation or filtering? Filtering means to choose to not receive some of the notifications (I only want approve, not submit, not convert to order)? Nuran: Yes
  • If we built consolidate emails to once a day, but do not filter out emails, is this ok?
  • Or the user can opt-out of categories, then they are still receiving 400+ emails for one type of category? Nuran: Some users don’t like notifications at all, some users only want to see emails that require action for them. They want to know when a new order has been received. This reminds them that they need to log into the system. I don’t know about the district requirements. Douglas: They want to know # of facilities that have requested for orders.
  • Do they want to receive them as they come in? Not the next morning? Nuran: They would like to receive them by district. Once all the forms for a particular district are fully approved, they can go in and process them. They process by district. All the facilities must have reported and been approved before they can act on them.
  • The problem is that there are too many emails for users to filter through. We can choose which ones you want to receive and which ones you don’t. One email a day for your district? Future enhancement
  • CMST would require that they receive a notification as soon as a facility approves their order, that it’s ready for convert to order action. A daily digest would not be helpful because they need to act on orders.
  • They receive an email to convert to order, and that the transfer is failed
  • Joseph: Normal orders, vs emergency orders: they process normal orders at the beginning of their day. For emergency orders they need to process it right away. When it’s an emergency they should get an email right away, and then for the normal orders its digested at a scheduled time.
  • Do they want a single email, or the ability to choose which emails they receive?
  • Nuran: I agree that it might be helpful to separate by normal vs emergency.
  • Maybe notifications sent every 8 hours or 12 hours.
  • CMST needs a daily digest that lists District A, the following facilities have forms that are waiting for an action.
  • # of facilities and facility names and status or action (is the district name available to add to this?) The status could be helpful in the email.
  • Joseph: Another problem is receiving notifications for orders that have zero quantities (this is an existing ticket that we could work on too)
  • When we want to consolidate emails, we want to group them by a certain status? If we get a daily digest do we want separate emails that show as submitted, approved, etc?
  • One email with the latest status? This may be harder to implement.
  • Multiple emails with different statuses.
  • Option 1: A scheduled daily digest of emails that is a summary of all orders that require action. (8 hours or 12 hours). Configurable or not configurable? Once daily?Option
    • Option 2: Normal vs emergency orders categorization
    • Option 3: Separate consolidated emails by status OR
      • Daily digest email: All notifications are summarized into one email once a day per user
        • Value: all notifications are in one place, easy to reference
        • Out of scope: long report of notifications that has to be read, may not have the latest information, once a day is not frequent enough
        • LOE:
      • Configuring a schedule per user: All notifications scheduled to send at a specified time of day, frequency of notifications
        • Value: Consistent notification time, tailored to the user, more manageable than 1
        • Out of scope: long report of notifications, may not have the latest information but is more manageable than 1.
        • LOE:
      • Consolidated emails by category: One scheduled email that is categorized
        • Value: Categorized notifications in their inbox (categorized by status)
        • Out of scope: Email notification text remains the same
        • LOE:
    • 2: Add VIP flag to notifications: When an emergency requisition is ready to process, user notification settings are overridden. Notifications are always immediately sent.
      • Value: Timeliness of important notifications while regular notifications follow existing notification behavior
      • Out of scope: Changing existing notification behavior to consolidate or schedule regular notifications
      • LOE:
    • 4: One consolidated email with all statuses by a user? By order type – normal vs emergency
    • MUST: Turn it off notifications and on
    • Option 5: Enabling consolidate option for each type? A list of notifications that we have in our system (submit, approve, etc). Then the user can choose to consolidate the emails or not. 
    • 5: Create types of notifications: users can choose to opt-out by notification type
      • Users can choose to receive all notifications by selected type immediately
        • Value: User can see all available notification types and more control over notifications (which ones they see or don't see)
        • LOE:
    • 6. Users can choose to consolidate by notification types (dependent on 1 + 5)
      • Value: User has control over which notifications and the number of emails received
      • LOE:
    • 7: A Configurable Report  
    • Concern: we are trying to tackle a specific problem, but we may want to make it configurable for the larger audience.
    • Concern: daily digest may start to look like a report, and then the notifications are also lost.