Main UI Resdesigen Page
Process Page
Requirements defined by function
Filter
Component Requirement Browse View full path to selected folder or group Browse Browse filtered groups as a complete list. Browse Browse filtered groups in a collapsible folder hierarchy. Browse Adjust the number of entries in filter results (10, 25, 50, 100). My Groups Filter for all groups in which the user has membership. Join Filter for all groups for which the user has permissions to join. Manager Filter for all groups for which the user has permissions to update membership lists or assign privileges. Create Filter for all folders in which the user has permissions to create groups.
Search
Component Requirement Search Search by group name. Search Search by folder name. Data Source Specify a data source in which to search Search Display results by Path, Name, or ID Path Advanced Search Search against up to five attributes Advanced Search Apply or/and/not criteria to attribute search Advanced Search Search against the presence of up to three group types Advanced Search Apply or/and/not criteria to group type search
Manage Groups
Component Requirement View View a summary of group data, including: View View entities with certain privileges for the given group: View View audit log for a group. View Advanced View entity details (advanced or additional properties) View Advanced Advanced filtering options for the selected entity: Edit Delete a group. Edit Edit a group's properties, including: Edit Edit a group's types and attributes. Edit Move a group to another folder. Edit Copy a group to another folder. Privileges Search for any entity and add to list of entities which have priveleges for a given group. Privileges For each entity associated with the group, assign ADMIN | UPDATE | READ | VIEW | OPTIN | OPTOUT priveleges Create Group Create a group. Create Group Find all folders where user has permissions to create a group (duplicate from Filter section; just repeating for clarity) Create Group Search folders in which user has permissions to create a group. Create Group/Advanced Search Advanced search against folders in which user has permissions to create a group. Create Group/Advanced Search Search against several attributes with optional and/or/not criteria. Create Group/Advanced Search Specify starting point in path for search. Create Group/Advanced Search Display results by Folder path, Folder name, or Folder ID path.
Manage Members in a Group
Component Requirement View View all members of a group. View Filter members by direct and indirect membership, or show all. View Export members to a tab- or comma-delimited file. Invite Invite external people to be memberso of a group. Invite Invite via email address or Login ID. Edit Import members from a tab- or comma-delimited file. Edit Remove one or more, or all, members of the selected group. Edit Add members by browsing folders and groups from the latest filtered list (see pain points). Edit Add members by searching for a member directly. Edit Create a composite group. Edit Assign privileges to newly-added members - Member|OptIn|OptOut|View|Read|Update|Admin Edit Edit privileges for existing members.
Manage Folders
Component Requirement View View audit log for a folder. Edit Edit Folder name, Folder ID, and Description. Edit Copy a folder to another folder. Edit Move a folder to another folder. Edit Copy/move a folder/group to "here" (the currently selected folder). <em>May be possible to implement this in a more generic way so that it's not four separate functions.</em> Create Create a folder. Search For a given folder, find all entities with Create Group or Create Folder privileges.
Attributes and Permissions
Component Requirement
Existing Pain Points
Function Section Requirement Manage Groups Members When adding members, you have the option to "Browse folders and groups for members." The list of folders/groups is determined by the last filter which was applied (e.g. "My Memberships" or "Manage Groups"). Manage Groups Edit Not clear what the difference is between "Privileges assigned to everyone" (on the group edit screen) and the list of permissions on the "Change privileges on members" screen. I got to the latter by going to manage members -> clicking "member by 2 paths" -> clicking "Change privileges" -> clicking "which has privilege :ADMIN :UPDATE" Filter Browse Difficult to understand "where you are" in the site (whether breadcrumb, nav, etc.).