TOP-003 Data Library Detail Design Discussions October 5th, 2016

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Presentation transcript:

TOP-003 Data Library Detail Design Discussions October 5th, 2016

Technical Requirements Secure Upload / Download Documents to Central Location for Sharing with entities Subscribe to notifications when document changes Possible enable acknowledgement of new documents for compliance tracking? Document Categories – Modeling, Real-Time, Forecast, Procedural Global Area – POC List, Data Specification Template, Guidelines for Document Hosting Site Top Level Folder & Subfolders Entity-to-Entity Folder

Location PeakRC.org Operating Libraries? TOP-003 Data Library? Description Language?

Tabs View vs. Folder Approach Flat Tabs instead of Hierarchical Tree View Structure? Need More Categories?

Document Uploads Tab One Area to Upload ALL Documents

Document Uploads Tab Documents are Uploaded in a Folder-Subfolder Navigation

Document Uploads Tab Documents are Uploaded in a Folder-Subfolder Navigation

Document Uploads Tab Documents are Uploaded in a Folder-Subfolder Navigation

Document Uploads Tab Upload Documents have “Folder Attribute” – to identify / filter which Tab it will reside in

Uploading Entity-to-Entity Data Upload Documents with option to Limit Permissions

Alerting Alerting on Company Folder Level

Alerting Alerting on Individual Company Sub-Folder Level

Alerting Alerting on Individual File Level

Alerting Creating Alerts

Alerting Managing Alerts

POC List Site Datasheet Mode unable to place nicely with the tabs Will have capability to filter on Category Need List of Categories?

Acknowledgement Tracking Still Under Development [Update 10/05/2016] This requirement has been dropped, and no longer in scope.

Other Notes for Discussions Folder / Sub-Folder Structure needed to Manage Permissions Locking down Permissions limited to Individual Files - Folder Permissions will be managed by Peak Stay Away from Too Many Subfolders – URL Length becomes a problem Data Specification Document versioning – Recommend maintain versioning by File Name

Other Requirements? Discussion of Other Requirements ...

Gareth Lim (glim@peakrc.com)