FS - 487686145 - Change Reasons

Description

A Change Reasons screen, which is used to manage reasons for change, is available in the SPORIFY Administration area.

• Administrators can create, edit and delete change reasons via this screen.

Procedure

1. Login to SPORIFY.

2. Select Administration on the navigation menu.

3. Select Change Reasons.

4. To create a new change reason:

   1. Click the Create New Change Reason button.

   2. Insert the change reason name into the provided Change Reason textbox.

   3. Check or uncheck the Default checkbox.

      1. Note: Only one change reason can be set as default at a time.

   4. Check or uncheck the Active checkbox.

   5. Click Save to save the change reason.

      1. A toast reading ‘Saved successfully’ is presented.

   6. Else, click Cancel to discard the change reason.

5. To edit a change reason:

   1. Click the relevant change reason’s cog icon.

   2. Select Edit.

   3. Make any desired changes using the provided fields.

      1. These fields are the same as those presented on the Create New Change Reason modal: Change Reason, Default, and Active.

   4. Click Save to save the changes.

      1. A toast reading ‘Saved successfully’ appears.

   5. Else, click Cancel to discard the changes.

6. To delete a change reason:

   1. Click the relevant change reason’s cog icon.

   2. Select Delete.

      1. A modal reading ‘Are you sure? Reason X will be deleted’ is presented.

   3. Click Yes to delete the reason.

      1. A toast reading ‘Successfully deleted’ appears.

   4. Else, click Cancel to retain the reason.

   5. Note: Any change reason that has already been applied to records cannot be deleted.

Acceptance Criteria

We succeed only if a Change Reasons screen is available in the SPORIFY Administration area.

• Verify that on the Change Reasons screen, administrators can create new reasons.

• Verify that on the Change Reasons screen, administrators can edit reasons.

• Verify that on the Change Reasons screen, administrators can delete reasons that have not already been applied to records.

Related / Alternative Procedure

N/A

GUI Specification

Purpose of these GUI elements

The purpose of these GUI elements is to enable administrators to create, edit and delete reasons as part of the data governance process in SPORIFY.

Mockups and Screenshots

GUI Elements

Mockup of GUI Element	Title	Default	Enabled	Type	Data	Description
	Change Reason	Empty	Always	Textbox	String	The change reason name is entered here.
	Default	False	Always	Checkbox	Boolean	If set to True, the reason will be set as default when saved. If set to False, the reason will not be set as default when saved.
	Active	True	Always	Checkbox	Boolean	If set to True, the reason will be set as active when saved. If set to False, the reason will not be set as active when saved.

Available Actions And Commands

Mockup of GUI Element	Title	Shortcut	Enabled	Type	Role/Permission	Action	Tooltip	Audit Trail
	Create New Change Reason	N/A	Always	Button	Administration - Change Reasons	Presents the Create New Change Reason modal	N/A	No
	Cancel	N/A	Always	Button	Administration - Change Reasons	Closes the Create New Reason/Edit Reason modal without saving	N/A	No
	Save	N/A	When all mandatory fields are filled in	Button	Administration - Change Reasons	Saves the entered reason	N/A	Yes
	Cog	N/A	Always	Button	Administration - Change Reasons	Presents the following options: Edit, Delete	N/A	No
	Cancel	N/A	Always	Button	Administration - Change Reasons	Closes the ‘Are you sure?’ modal without proceeding with the deletion	N/A	No
	Yes	N/A	Always	Button	Administration - Change Reasons	Deletes the reason	N/A	Yes

Related Documentation and Sources

• https://corritltd.visualstudio.com/Sporify/_boards/board/t/Sporify Team/Stories/?workitem=4241

Specification References

• UC - Data Governance

• FS - 481787905 - Data Governance

• UC - Change Reasons