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Use this page to list candidate features for Phase 3.

Template:

1 [DD]

Title

Task

 

Current behavior

 

Desired behavior

 

Comments

 

Really High priority

36 [AC]

CRM-5599 - Recording conversations in a case that are NOT with the client. [M]

Task

I've got a case open with Jack about hospital X. Jack has hired Eric as a consultant who is providing mediation and project management services. Eric calls. I'd like to be able to add the activity under Eric, and then later associate it with the case established in Jack's name. If for some reason I decide to record the activity as part of Jack's case, I want a way to be able to indicate that it was not WITH Jack, but WITH Eric. If I indicate that it was WITH Eric, then it should also show up in Eric's activity stream.
Variation: Several staff have a meeting about complicated case X. The names of the attendees should be recorded. The meeting notes may come in via email.

Current behavior

The workaround currently available for inbound emails sometimes works, but not for anything other than emails, and has edit/deletion restrictions.
There is no field available to record the other participants in an activity. There is
"assigned to", but the "with contact" is really the right field, however it is currently reserved to record the client contact id.

Desired behavior

Bring back the "with contact" field. Allow recording meetings and phone calls on cases.

Comments

See also #27(a)

33 (a) [DD]

CRM-5598 - Merge two cases for the same contact into a single case [L]

Task

Two cases have been created for the same contact, either by mistake or because it was the correct decision at the time but new information now indicates they should be counted as the same case.

Current behavior

Recreate all the activities manually from the second case. Then delete the second case.

Desired behavior

An action or button on the manage case screen that allows you to select another case for the same contact and merge them. One thing to think about is what to do with singleton activities like Open Case - simplest option is to not bring them over to the destination case, and let the user clean up start date/case type/etc after the merge. I.e. the feature would

  • Move source case to trash
  • Make copies of any non-singleton activities including prior revisions and associate them with the destination case.
  • Auto-add an activity to the case with subject "Case #1234 merged into case #5678". It might be useful in the details field to list the date and subject lines of the activities that were copied.

Comments

 

33 (b) [DD]

CRM-5761 - Move an activity from one case to another [M]

Task

An activity has been entered on the wrong file.

Current behavior

User recreates the activity manually. Then deletes from the second case.

Desired behavior

An action or button on the activity that allows you to select another case. Also sometimes the case was created for the wrong contact, so need a way to move ALL the activities at once to a another client. Some activities like Open Case or Change Case Type that have bigger consequences either need to be prevented from moving or have special handling to keep the case record consistent. The feature would

  • Copy the activity to the destination case.
  • Move original activity to trash.

Comments

 

33 (c)

CRM-5760 - Assign case to a different client

Task

Case opened for wrong client (contact)

Current behavior

Recreate case / mark original as deleted

Desired behavior

Provide a way to re-assign the case to the correct client contact record

Comments

 

34 (a) [DD]

CRM-5758 - Find and merge duplicate contacts feature should include cases [L]

Task

User wants to merge duplicate contacts and have any cases moved over. For audit purposes it is not desirable to have information deleted from the database, and a record of when the merge was performed should be viewable.

Current behavior

N/A

Desired behavior

When merging duplicates the system should:

  • Make a complete new copy of the case under the destination contact, with a new case id.
  • Autoadd an activity on the new case with subject "Case #1234 merged from contact merge".
  • Move the old case to trash.
  • Deactivate/trash the old contact.

Comments

 

34 (b) [DD]

CRM-5673 Trash feature or Inactive Status for Contacts [L]

Task

You don't expect to be dealing with a contact for the forseeable future, and you no longer want this person included in certain functions, e.g. search results, or email to a group, but you don't want to lose all the contact info and history.

Variation: You want to delete a contact, but for audit purposes you don't want anything actually deleted from the system.

Variation: User accidentally deletes a contact.

Variation: 34(a) would work better with this feature.

Current behavior

We're currently changing the contact's name to something like "INACTIVE_Smith, John". In 3.0 also there is a permission available to prevent deletion.

Desired behavior

Have feature.

Comments

 

28 [DD]

Summarize selected fields from case activities on the Manage Case screen [M]

Task

User wants to see a key date that is recorded in an activity on the case, but it's an important type of date that they want to see easily on the manage case screen, e.g. the date of earliest return to modified work duties in a disability management case.

Variation: I've heard several people outside Physician Health ask for the system to have fields at the case level. This would effectively provide the same thing, since fields at the case level are really a set of steps and decisions (activities) that lead to the value that would get displayed in that field. An example is some type of internal classification code beyond case type, or a cost center.

Current behavior

User manually scans through the activities on the case.

Desired behavior

Some way to specify the activity types and the field on that activity which should get displayed. For now "most recently created" activity of the given type on the case should be sufficient. The implementation could be an additional section in the case configuration xml files.

Comments

[YC] can do this as a hook

[DD] A hook should work, but one where you return an array as opposed to some html code would be preferable.

[DD] A full treatment is probably being postponed. Reasons: (a) The current need at Physician Health is to be able to summarize "key" activities, however it's not clear how "key" should be defined. Also the activity types are still in flux. If it turns out that "key" can be defined in terms of selected activity types, then the existing audit report feature could work. (b) The reason there are no case-level fields is because the philosophy is that it is more than just a single field value, as described above, so just displaying some values at the top of the screen isn't useful except in a limited range of situations. (c) Feature #56 below might suffice, although it might output too much.

[DD] Partial implementation CRM-5912

63 [DD]

CRM-5785 - Full text search on All types stops at 10 results with no indication there might be more.

Task

User searches for something that returns more than 10 results.

Current behavior

User can't find what they're looking for.

Desired behavior

Combine the separate tables on the results page into a single paged table with an extra column for Type, and replace the type-specific columns with a single wide column called something like Record Info which is a concatenation of what's currently in the type-specific columns.

Because of the way this particular custom search works that might be difficult so an alternative is that if there's more than 10 results, provide a link at the bottom of that type's result table that does the equivalent of re-running the search for that specific type only. This does return all the results but it's not ideal if there are thousands.

Comments

 

(coche) 61 [DD]

CRM-5611 - Required fields being hidden under accordian on new contact form is confusing.

Task

User goes to create new contact. There's a custom required field configured without a default value.

Current behavior

User doesn't even know it's there because even though the custom group is set to be expanded by default, it's hidden by the closed accordian.

Desired behavior

Maybe the custom data accordian should expand by default in this situation.

Comments

 

44 Revisited [DD]

CRM-5786 - Redaction should assign unique code to each unique regex match instance.

Task

QA person hired to review cases, but they shouldn't have access to certain details in the freeform text.

Variation: Case printed and handed off to 3rd party, but they shouldn't see private details.

Current behavior

Existing feature set not sufficient to catch enough words, or catches too many.

Desired behavior

If we tell the users that the policy will be that anything that starts with a capital will get redacted and we say it's ok to start sentences with lower case, then a built-in rule we could enable that takes capitalized words and redacts them would work. The existing regex feature doesn't work for this because ALL the capitalized words get the same code number, but each different word should get its own number.

Alternatively a token/tagging mechanism, but caps/non-caps as the tagging will be easier for users.

Comments

 

38 [DD]

CRM-5769 - EmailProcessor.php should skip alternative content-types [S]

Task

User files an email via EmailProcessor. When viewing the email it displays all the multipart/alternative sections as well, which are unreadable when displayed on the form.
Also, sometimes the IDS filter will gag on this and PHP times out if for example the user copy and pastes the details field into another activity, and if that activity is an outbound email from within civi, those extra parts are nonsensical to the recipient.

Current behavior

The EmailProcessor correctly handles multipart/mixed, i.e. the attachments and such, but for multipart/alternative it is storing all the parts in the details field.

Desired behavior

Skip multipart/alternative parts (but not multipart/mixed) except for the plain-text part (or the first part if no plain-text available).
Alternatively, for auditability, store the entire mail but somehow filter out the other parts when displaying.

Comments

we think we should just take the plain text part

High priority

66 [DD]

CRM-5870 - Redact the data in emailed copies of activities (sent to assignees and other case roles)

Task

Assign activity to another contact and send a copy. Send a copy of an activity to someone with a role in the case.

Current behavior

When users send a copy of a case activity to Assignees and / or to other contacts with roles in the case via the Activities UI - the emails contain potentially sensitive information about the client and the case. Organizations using CiviCase need to the option to force this data to be redacted to prevent this information from being exposed while in transit through the email delivery network.

Desired behavior

Redact client name and activity data using configured redaction rules.

Comments

We'll add an optional setting to the CiviCase Settings.xml configuration file: <RedactActivityEmail> When true, emailed activity copy data will be redacted.

24 (a) [AC]

CRM-5666 - More granular access control for CiviCase [?]

Task

An external agency wants to submit "consultation reports" or "monitoring reports" (drug tests) to the case manager via a web interface. They should be able to see and edit their own activities, but not other ones.

Variation: An external agency wants to submit "consultation reports" or "monitoring reports" (drug tests) to the case manager via a web interface. In this variation they may not need to see any activities or details, just make the submission.

Current behavior

You either have access to everything in Case or nothing.

Desired behavior

We're thinking the second variation in 27(a) would work, i.e. case manager sends an email case activity to the external person, and then they reply as a way of submitting the report, and then it gets autofiled on the case.

Comments

 

24 (b) [DD]

CRM-5874 - Allow access to the proximity search for selected users, but nothing else.

Task

Some external users have the need to refer patients to a family doctor. Since we already maintain the list of volunteers and have the proximity search feature in civi to do this, if those external users could be given access just to that feature and those contacts.

Current behavior

They can't.

Desired behavior

Allow certain logged in users to use the proximity search and then map the results and see basic contact details for those results like name, work address, work phone, work email.

Comments

 

12 [DD]

CRM-5770 Some way to record related case(s)  [L]

Task

A second case is created and it is related to another case (in the same database, as opposed to a legacy system). For example an intervention case may have an existing case where a co-worker called in and now the problem person themselves has called in. Later, another staffer is covering the primary staffer on these cases and is required to perform an activity for the second case and needs to know this linkage.

Variation: There is a service quality issue brought up related to a staffer not recognizing the relation. While following up the staffer's manager finds it would be helpful to know the date the linkage was entered into the system.

Variation: A third case comes in that is related to one or both of the other cases.

Current behavior

A generic Follow-up memo is added to the case.

Desired behavior

On the case dashboard, some indication that case is linked to others. Linked cases appear on Manage Case screen. Also the linkage should appear on the Case Summary report. It should also appear as its own activity on the case.

Comments

[DD] We need to think a little more about what these links should look like since the selector has limited space available, and if this doesn't happen often then it can probably be moved to only appear on the manage case screen. It does happen every time for intervention cases.

Seems like this will involve another database table.

48 [DD]

CRM-5831 Automatic signature/legal text on outbound emails.[S]

Task

User is creating an outbound email. They would like to have their signature appended automatically.

Current behavior

You can have templates, but it doesn't get appended automatically.

Desired behavior

An optional per-user setting to append a template automatically to outbound emails.

Comments

we could do that as a hook for custom data

18 (b) [DD]

CRM-5871 - "Special" case activities need a little more special handling. [?]

Task

User changes case status to Resolved. User then edits the activity and changes to Urgent.

Variation: User changes case status to Resolved. User creates a new activity to change to Urgent.

Variation: User changes start date. User later creates a new activity to change start date again. User later goes back and edits the first one to change start date again.

Current behavior

The case end date can be made to be out of sync with the case story. It does not get reset to null when the user changes to Urgent.

The case story can be made to be confusing.

Desired behavior

"Special" activities shouldn't be editable.

There also needs to be extra code to handle the different statuses, but this is a bit tricky without an extra configuration setting because it's possible to add status codes to the system that could be interpreted as subtypes of Open, but it's also possible to have ones that could be subtypes of Closed, so there's no way to know. However currently we only have subtypes of Open (Pending, Urgent).

Comments

 

18 (c) [YC]

CRM-5787 - Changing case status from resolved to anything else should reset the case end date

Task

Changing case status from resolved to anything else should reset the case end date

Current behavior

The case end date can be made to be out of sync with the case story.
It does not get reset to null when the user changes the status.

Desired behavior

Changing case status from resolved to anything else should reset the case end date

Comments

 

27 (a) [DD]

CRM-5916 - Improve EmailProcessor for filing case activities. [?]

Task

An email comes into a staffer's inbox. They want to now file it in civi on a case.
Variation: An email comes into a staffer's inbox that is a reply to an email they sent from within civicase. This is different because it seems possible that the system could tag these somehow either with subject line codes or some special body text for automated processing.

Current behavior

There is a workaround that was implemented to use the existing EmailProcessor that works for non-case, and then manually convert those to case, with the limitation that you can't edit/delete them.

Desired behavior

Remove limitations and provide for automatic filing. (Facilitate filing of inbound emails which are replies to case-originated emails by including hashed Case ID in email subject.)

Comments

Related to #36

56 [DD]

CRM-5757 - Improve case printing [S]

Task

User wants a printout of the case details and all activities.

Current behavior

The audit report prints in the desired format, but since we redefined our processes and removed most of the activity types from the timeline they don't get output.

Desired behavior

A print button on the manage case screen, that results in the same output layout as the print button on the audit report, but doesn't do any filtering of the activities.

Alternatively, see #54 since the workaround there might work here too.

Comments

 

5 (a) [AC]

CRM-5779 - Session logs [M]

Task

A supervisor wants to review what a staffer worked on.

Staffer wants to find something they filed yesterday, but can't remember enough details to locate via search. Reviewing the session log may help.

Current behavior

There's the recently viewed block in 3.0, but it isn't permanent and can't be seen by anyone other than the currently logged in user. Edits are tracked in civicrm_log but not views and also civicrm_log is not easily accessible to users.

Desired behavior

The system should also have the ability (could be disabled by default) to track views of records too. A report should be available for users.

Comments

ON HOLD

5 (b) [AC]

CRM-5779 - HIPPA compliance [XL]

Task

Organization wants to comply with HIPPA and be able to produce reports that include who VIEWED a medical record as well as edits. For most Physician Health Programs this is a mandatory requirement.

Current behavior

There's the recently viewed block in 3.0, but it isn't permanent and can't be seen by anyone other than the currently logged in user. Edits are tracked in civicrm_log but not views and also civicrm_log is not easily accessible to users. Revisions to activities do track the actual changes made so no improvement is needed for that.

Desired behavior

The system should also have the ability (could be disabled by default) to track which contacts have had their data viewed. In this context cases and activities as well as a contact's details are to be included. A report should be available for users.

Comments

Tricky because for example just recording that an activity summary report was viewed doesn't log whose records were viewed.

ON HOLD

Medium

4 [CS]

Auto-populate subject line based on standardized activities

Task

User creates an activity. Most activities are repetitive stereotypes, and the details field can be used to indicate any differences. Standardized subjects improve readability of the case story and avoid issues like spelling mistakes.

Current behavior

Subjects are freeform.

Desired behavior

Subjects are prepopulated with a pre-defined subject based on activity type. Depending on the activity type, it might be desired to have a button that can be pressed after filling out the form that fills in the subject using the values of certain fields, or alternatively placeholders are left in the prepopulated subject for the user to fill in if they don't correspond to any fields.

Comments

 

27 (b)[CS]

Queue / batch update contacts that are automatically entered by the email processor

Task

Email processor enters contact in database. Contact has an email address, may or may not have a name entered. May or may not be a duplicate contact, and may or may not be a contact we want in the database.

Current behavior

User periodically attempts to locate automatically entered contacts.  Removes duplicates, 'cleans up' new contacts entered.  Some contacts are inevitably missed.

Desired behavior

User goes to a list of automatically entered contacts, whcih can be found by a custom search.  Removes duplicates, 'cleans up' new contacts entered.  User marks in a custom field the 'completeness status' of the contact (new contact, incomplete, complete etc) and can go back later and add more information to the contact.

Comments

Sometimes the contacts that come in through the email processor are people that we don't actually want in the database, and can be deleted. 
I think that we can do the latter part with a custom field.

41 (b) [DD]

Prevent UI changes for case config that result in mismatches

Task

A user changes the B to A name for relationship types that are used in predefined roles.

Current behavior

Changing the B to A name results in the relationship type no longer matching the role defined in the case config xml files.

Desired behavior

On the relationship type configuration screen, if the type is used in a case configuration xml file, a warning should be displayed.

Comments

 

45 [DD]

Dedupe currently only matches on contacts of the same type

Task

An email arrives from "VISA" <visa@cibc.com> that gets processed by the email processor. There is currently an organization contact for VISA.

Current behavior

The email processor creates a new individual and associates the email activity with that individual.

Desired behavior

There should be some way to resolve this, deduping orgs and individuals and moving the activities. Or alternatively since this really only comes up via the email processor, update the email processor to check for org contacts too.

Comments

 

57 (a) [DD]

Move case configuration xml files out of the main tree.

Task

Install civicase. Test upgrades.

Current behavior

I keep forgetting about these files because they are under the main tree.

Desired behavior

Things that are different between installs should be outside the distribution's folder.

Comments

 

57 (b) [DD]

Move civicrm configuration files out of the main tree.

Task

Install civicase. Test upgrades. Move civicrm to a different folder/url.

Current behavior

I keep forgetting about these files because they are under the main tree.

Desired behavior

Things that are different between installs should be outside the distribution's folder.

Civicrm-version.txt is maybe a special case here, because in a way it is part of the distribution. Maybe it could be generated by GenCode for non-distribution installs? Is there a reason it isn't currently? CRM-5817

Comments

 

58 [DD]

Have a textbox for notes on each of the administer civicrm pages

Task

Site admin goes and changes a setting that seems incorrect, not realizing it's set that way for a reason. Stuff stops working. Specific example: We have our strict dedupe individual rule set to match on email only to make the inbound email processor work.

Current behavior

Need to record this information somewhere else. Other site admins need to know/remember to look there.

Desired behavior

A textbox on each of the administer civicrm pages.

Comments

 

65 [DD]

CRM-5930 - After clicking Done or Save in various places, the system takes you to somewhere other than where you would expect.

Task

Example: Perform a full-text search to locate an activity, click to view the activity, click Done.

Current behavior

It takes you to a contact record.

Desired behavior

It takes you back to the search results. In general, consider replacing the context url parameter with a destination parameter.

Comments

 

Low

3 [DD]

Relationship export/import [L]

Task

Two or more organizations have their own civi installations, or possibly one organization has more than one installation, and a lot of the contacts are shared, and there are a lot of complex relationships set up. User wants to copy those relationships over (as well as the selected contacts of course). One example is the BC medical staff.

Current behavior

Have to manually re-enter those relationships.

Desired behavior

An import/export function for selected contacts/relationships.

Comments

[AC] Consider using FOAF format for relationship import/export?

[DD] Moved to low given the amount of other items on this list and that there isn't anyone who is requiring this feature at the moment.

6. Build in capabilities to support research projects.  Here's how I think these could work.   Occasionally, organizations want to conduct studies on their case mix population.  These studies are either prospective, or retrospective.  If they're prospective, they involve setting certain sampling rules (i.e., I want to look at cases of a certain type, and I want to sameple all of them, or a random sample of them, between these dates, or until I have a certain number of cases enrolled in the study).   If they're retrospective, they involve looking back at a sample of completed (or sometimes open) cases, and selecting a sample according to certain rules.    In prospective studies, if a case is selected to be offered enrollment in the study, usually it involves adding an activity to the sequence of required activities for that case type.   This activity would be some kind of screening questionnaire, to determine whether the case was eligible to become enrolled in the study.  If enrolled in the study, a timeline of activities would be added to the case.  These activities would be in addition to any others that might be going on for the case.   Most of the time these activities would just consist of surveys (custom forms) or activities that contain observations about a case.
[DD] This is doable with existing features, but nothing would happen automatically for the user. i.e. configure other timelines in the xml file, then you'd have to manually do a search for the appropriate cases, then use the add timeline feature

9. [DD] (a) View a specific user's cases, i.e. someone who is not the logged in user.
[DD] We did this with a custom search, which can be found in the svn.civicrm.org/php (unfortunate name!) repository, but it would be nice to merge this in with the main Find Cases search.

(b) Change Find Cases search so that instead of the status being a single select, it's a multiple select or checkboxes. The reason is that we've added a status that's kind of a subtype of Ongoing, and sometimes you want to include it in the search.
[DD] Also currently done via custom search.

16. [DD] Similarly it would be useful to have a way to see ALL my activities that are not yet completed.
[DD] Marked as low because currently not using civi for this type of project management.

20. [DD] When an activity with a prior revision is deleted, should it mark the prior revisions deleted too? Or should it make the previous revision the new current one?
[DD] Current thinking is that it should continue to function like it currently does, but a low priority feature could be a "revert to revision X" feature.

25. [DD] Both the delete role and add new role functions on the Manage Case screen cause a full page reload, which isn't a problem, but could be improved.

26. [AC / paraphrased by DD] A way for the someone to indicate that a contact is away, and then for the system to use that information when other people try to interact with that contact. For example, if I send an email activity to a contact and it comes back with an out-of-office notice to my email, if I could then do something like file that email as a "vacation notice" activity for that contact. Then the system would note that it's there and when someone else goes to send an email or otherwise interact with that contact, it would tell the user about the vacation details. This is a special case of a more general "I've learned something about this contact and I want to record it, and it would be great if the system could automatically share that information with another user when they go to do something related to that piece of information."

29. [DD] Support for business days vs. calendar days, e.g. when determining due date for activities. Note that business days might be different for different organizations, e.g. governments, banks or religious institutions have different holidays than those listed in local statutes.

30. [DD] French/Spanish translations. Preferably on a per-user basis.

31. Convert custom field helps (field and group level) to help pop-ups (probably includes implementing jQuery based help pop-ups globally to replace the existing dojo widget).

32. [DD] Some sort of archiving and/or export/import to permanent offline storage.

35 [DD]

Creating and adding members to groups has too many clicks

Task

User wants to put a bunch of otherwise unrelated users into a new group.

Current behavior

From the New Group screen, you create the group. Then you have to do a contact search, which may or may not return all the contacts you're looking for with just one search. Then you select and click add to group. Then you have to click again to confirm. Then you are presented with a Done button. If you click that you're returned not to the screen that lets you add more members, but to a screen that let's you search within the group you just created.

It's a bit better if you start from a regular search, but not ideal.

Desired behavior

It should work like the email form in 3.0. After you create the group, just keep adding names from a multi-select autocomplete box.

Comments

This might already be in jira or part of UI improvements but I couldn't find it.

39. [DD] While the original value of start date/case status/case type can be deduced from the lack of any Change XXX activities, these data items don't explicitly appear when you go to view an existing open case activity. Low priority.

40. [DGG] Follow-ups for Completed Activities (moved from phase 2 per Dave D]

  • any activity can have N follow-ups configured in case type config
  • follow-ups may be required or optional
  • required follow-ups must have a defined interval, optional follow-ups MAY have a suggested interval
  • on save of completed activity, required follow-ups inserted automatically (status message shows results on next screen)
  • if optional follow-ups - redirect to new form with grid listing all "suggested followup activities". Grid contains checkbox, activity type, interval (req), subject (optional). Interval defaults to suggested value if one is provided. User checks one or more activities to add to timeline and saves.
    Comment from DD via Skype: This feature combined with a multi-valued hierarchical case type might solve most of it, but there's still some discussion at their end. One thing is clear though - they are having difficulty categorizing the cases with the current setup.[DD] As of 3.0, process definitions are still being refined. This may move up in priority later.

41 (a) [DD]

The configuration settings that are currently in xml files should have a UI for them

Task

User wants to configure the case module.

Current behavior

User requires server file system access and needs to understand the concept of xml configuration files. User needs to ensure that certain parameters match the value of certain name_XXX fields in the database.

Desired behavior

A set of configuration pages.

Comments

 

44. [DD] Here are some more ideas about redaction for the freeform details field on activities. For phase 2 we are just going to go with the whatever regexes we can come up with to catch as much as possible, and some stuff will get through and we'll revisit as necessary.

(a) Since we can't autofile on cases anyway yet, we are currently copying and pasting from the regular activities onto case activities. So one idea is to clean it up as we do that, but besides being tedious, there can be legal issues with altering the text, although we still have the original as a regular activity.

(b) The system would store two details fields for each activity, the second one being populated on first save with the automatic redaction based on regexes, and then someone periodically reviews and sanitizes the second field as necessary.

(c) In addition to whatever other methods, here are some ideas for regexes to catch the types of things we're seeing:
. Most times two consecutive capitalized words can be considered a name, but this might catch too much, especially at the start of sentences. The question is whether it makes the sentence unintelligible. If not then ok.
. Email signatures contain various identifiers, such as mailing addresses, phones, email addresses, and even slogans. For ones we send out we know the list, so we can explicitly put in rules to catch those, and then some regexes for the more common variations. In general I think the idea of a built-in rule that searches the contact table for matches for any part of names and some kind of match on addresses and phones and emails might be useful.
. Legal text often contains company names. See last point.
. Sometimes people write things like "Hi Joe, ...". The idea above might catch those but for example Joe might be in the system as Joseph.
. Sometimes people make spelling mistakes in their emails. These variations might not be too much of a problem, just listing for completeness.
. Abbreviations used might be problematic, e.g. SF for San Francisco.

(d) I tested a regex that simply replaced all capitalized words, thinking that might suffice, but what happens is that they all get the same numeric code appended. But otherwise it seemed pretty good at catching the words we'd want to replace. I'm wondering if a special rule that does this with some coding but replaces identical strings with identical numeric codes would be good. Or similarly, some kind of hook?

47. [DD] Built-in awareness of the on-again-off-again situation for various functions, in particular the calculation of due dates. Many cases have time blocks within the case where the days should not be counted as part of the case. One example is an activity like "transition to long-term disability". During the short-term disability period, the person may return to work for a week but then go back off again. That week shouldn't be counted when populating the "transition to long-term disability" activity.  One possibility for the implementation of this is to do like payroll systems do to record hours worked and have a separate table linked by case number where you have one record for each day the case is "active". At the simplest level it would just be those two fields. As to how that table would get populated, I don't know exactly. Maybe a cron job or there would be certain activities that trigger a hook.
[DD] A workaround would be a custom report that takes into account the case status change activities when computing case durations, i.e. subtracting the days between a status change to Resolved and then a status change back to Ongoing.

51 [DD]

Tracking the role a person was performing at the time

Task

?? Unclear.

Current behavior

A custom field can be added to activities, but some code would be required to have the field offer the list of relationships in the system as choices.

Desired behavior

 

Comments

 

52 [DD]

Case/activity import from legacy systems

Task

Organization has their existing case database in MS Access. They now want to use civi but have hundreds of cases to move over. It is desired to move even closed cases for reporting purposes.

Current behavior

Manual entry.

Desired behavior

Import wizard where you can map fields.

Comments

Once activities are in civi if the file on case feature allowed doing multiple selected ones at a time that would assist.

54 [DD]

Improve audit feature when there's been a change in case type

Task

User wants to run audit report on a case that has had a change in case type. Possible reasons for such a change include a new type being configured and a reclassification of several cases were made, or possibly an intervention happens and then another package of services (a.k.a. case type) may be offered depending on the circumstances and that was not known until now, e.g. inpatient treatment.

Current behavior

When the case type is changed, the audit report only looks for activities with types as defined in the xml for the current case type, so it doesn't output all the activities.

Desired behavior

If there has been a change in case type, the output should also include the activities as defined in those case type definition files.

Comments

A simple workaround might be to define in every xml file a special timeline that has all possible activity types?

59 [DD]

CRM-5081

Task

See CRM-5081

Current behavior

It's marked as closed but it's technically still a bug, just that the conditions under which it occurs haven't been noticed much. It's a bug because if two activities recorded right after each other have the same minute component, they can appear out of expected order.

Desired behavior

There should be a join on civicrm_log to locate the original revision for the activity, and use that creation date and time in the order by clause to break ties on activity_date_time.

Comments

 

60 [DD]

CRM-4936

Task

We have a cheque requests feature that currently only works if you create the activity from the contact view page. If you create it standalone it doesn't work.

Current behavior

User just needs some minor training on what to do.

Desired behavior

CRM-4936

Comments

 

64 [DD]

Full-text search returns deleted cases but doesn't indicate such

Task

User does a full-text search and it returns a deleted case. User clicks on Manage Case link.

Current behavior

It looks like a regular case but there's no indication that it has been deleted.

Desired behavior

Probably the full-text results should replace the manage case link with the word "Deleted", or maybe it could replace the link with a link to a Find Cases results page that shows the case as deleted.

Comments

 

For Advisory Committee?

17. [DD] Some people indicated they never took a look at CiviCase because of the name. Calling it CiviProject might be better but then evaluators would notice it's lacking features such as Gantt charts, resource allocation etc. Not that it couldn't have those, just it wasn't our focus.

Done in 3.1

7 [DD]

If you leave a page without saving you lose all your work. [M]

Task

User is creating/editing an activity. They accidentally hit the backspace key, or the computer crashes, etc...

Current behavior

User loses their work. Profanities ensue.

Desired behavior

Either an alert box requiring the user to click OK or an autosave feature.

Comments

Integrate a widget that detects the changes, and pop-ups to remind the changes need to be saved on the forms actions (edit/create)

46 [DD]

Autocomplete fields for contacts don't allow distingushing between two with similar names [L]

Task

User wants to select a contact from an autocomplete box, but can't tell which one they are selecting if they have similar names. An example is on the new case form.

Current behavior

Except on the new email form in 3.0, the autocomplete dropdown only shows the name. Because of the privacy issues in our situation it can have serious consequences if you select the wrong contact with a similar name, such as when creating a case for a client.

Desired behavior

All contact autocomplete boxes should work like the email form and also display the email address if present. If no email address is present, then the phone number. The latter is to address the issue when it is a client because we often don't have their email.

Comments

we think we should make the auto-complete fields configurable for tokens

55 [CF]

State list on proximity search doesn't filter by country.[S]

Task

User wants to run a proximity search and select the state easily.

Current behavior

Every state from all enabled countries is listed, even after you pick the country.

Desired behavior

Filter by country selected.

Comments

This looks fixed in trunk now but not 3.0.

Done in 3.0.x

62 [DD]

Full text search broken on large data sets.

Task

User searches for something common.

Current behavior

The browser sits there spinning.

Desired behavior

 

Comments

I think the problem is something that has been changed in full-text search between 2.2 and 3.0. I can see it now searches on email, but not sure why that would bog it down so much.

23 [DD]

Search filters link on Manage Case are easy to miss

Task

User wants to filter the list of activities, e.g. to see deleted ones.

Current behavior

User can't find how to do it because the link doesn't look like a link.

Desired behavior

Search Filters link on Manage Case should have a plus-sign icon to indicate it's expandable. Additionally links should either be underlined or at the very least a different color than the regular text.

Comments

[YC] filed CRM-5052 in v3.0

50 [DD]

Client phone should be more visible.

Task

User is on manage case screen. They want to locate the client phone.

Current behavior

Since the client appears in the Case Roles section, expanding that section will show the phone.

Desired behavior

Phone should appear closer to the top, without having to click, preferably in the same cell as the client name.

Comments

It's already been done to add it to the dashboard and find cases results page.
[YC] filed CRM-5056in v3.0

Made it into 3.0

13 [DD]

Make warnings for non-case activities work the same as for case activities (as of 3.0, since due date no longer exists)

Task

CRM-????

Current behavior

N/A

Desired behavior

Make warnings on non-case activities the same as case.

Comments

Might require advisory committee input?

15. [DD] On the case dashboard the overdue activities only go back 2 weeks. It should go back forever, or at least more than 2 weeks.
[DD] Marked as low because ideally things wouldn't get left overdue for that long, but given that it sometimes happens, keeping on this list.
[DD] This seems to have gotten done somewhere along the line already, maybe even as part of Phase 2.

43 [DD]

Case dashboard should exclude closed cases in the upcoming section

Task

A case closes early, leaving scheduled activities on the case still showing as scheduled. User visits dashboard to see their upcoming activities.

Current behavior

The dashboard shows the scheduled activities, but the user doesn't care about them anymore.

Desired behavior

Upcoming activities section should exclude closed cases. Specifically, the select criteria should be written in that manner as opposed to, say, selecting ones with status Open, because we also have a case status of Pending that's like a subtype of Open. The most portable might be to use "EndDate Is Null".

Comments

 

53 [DD]

Change label on audit report feature

Task

 

Current behavior

It just says "report".

Desired behavior

How about "QA Audit/Redact"?

Comments

 

Done already

10. [DD] Activities with status of "left message" get color-coded as still incomplete on the manage case screen. They should be treated as complete.
(Done in 2.2.3)

14. [DD] Sorting of completed activities in the manage case screen is backwards from what the case managers use it for regularly. It should not take status into account, and should sort by date descending, except for the overdue activities which should still be listed first.
This is in 2.3

18. [DD] Since the "Open Case" activity is somewhat special and tied to the creation of the case, there should probably be some special handling when you delete that activity. It probably shouldn't let you delete it, since there's no way to just enter another one on the case, and especially if you're using it like an intake form like we are since what happens is that any reports you run on data collected during the intake doesn't show up, even though the case as a whole appears to be there.
[DD] Update: Seems like this got done already somewhere.

21. [DD] (a) How do you view deleted activities? I can see them in the database but couldn't find where to see them in the UI.
    Found it. It's in the search filters link above the table on the manage case screen.
(b) How do you undelete a deleted activity?
    Found it. When you do the search as in (a), there's a link to restore.

22. [DD] (b) Similarly maybe the Add new role and other links in the Case Roles and Other relationships sections should have a little "New document" icon beside them, similar to the pencil icons elsewhere on the page.
[DD] Update: This seems to have been done already by converting them to buttons.

37. [DD] Full-text search "Cases" section of the output doesn't have enough columns to help distinguish multiple cases. For example if I search on "Jiminy Cricket" and he has three cases, I just get three identical rows that say "Jiminy Cricket Manage Case". Adding start and end date might be a good solution.
[DD] Added in CRM-4553

42. [DD] Having 10 activities as the default for the activity grid on the manage case screen is turning out to be too small. It's a simple change in templates/CRM/Case/Form/CaseView.tpl to make it be 40, but if this affects others then a solution might be to have it remember the last max results selection you chose (persistent across sessions).
CRM-4700

49. [DD] Email templates
[DD] These already exist just you have to put the cursor in the details field before the checkbox to save as template appears.

Confirmed no longer needed

1. Track the activities that occur before and after meetings. (Think about how the core Meeting activity might be expanded, possibly using case because of its similarity to an Intervention case type, where you have activities to do beforehand that get assigned to people, participants to schedule, and then stuff to do after, and it's usually the same sequence each time. The current intake form would need either to allow custom fields on a per case type basis or to have multiple "Open Case" activities and put the differences in code. And the roles/relationships part might need some tweaks to make it a more convenient UI. Note: the current setup seems to support an organization contact as the client, but it's not clear if that's the right way to go. It has some nice side effects if the meeting is only with people from one organization, such as the list of potential participants automatically appears in the relationships section.[AC] I'm concerned about using the case module to do this, because at least in our organization (PHP) the things we want to use this meeting functionality for are absolutely and positively separate from case management. They have mainly to do with the governance of the organization, which I'm sure is a general thing that many non-profits face. If they don't concern organizational governance, then they usually have to do with "strategic" partnerships. In our example, they're mostly having to do with alliances with universities, hospitals, etc. These are organizations who we may want to have access to the minutes of committees on which we both have members, but MUST NOT have access to our case management data. So I have lots of nervousness when I contemplate using CiviCASE to do this kind of meeting support work. Having said all that, in my experience of being involved with non-profit Boards, there's a dire need for some good tools to support the work of committees that govern organizations. I'm just proposing that it has to be quite walled off from the Case work.[/AC] [DD] Another possibility is to use CiviEvent and make changes to that module to support more workflow around an Event using Activities. That's a big job I think, but the CiviEvent module seems pretty solid so might be worth a look. Although then you run into a conflict with the above-noted desire for separation, since CiviEvent is also used for public events.)
[DD] Not using civi for this type of project management at the moment, so probably not needed.

2. [DD] Related to point #1, it would be useful to have a field or something that links to other civicrm objects. For example, (assuming in our case it's a separate CRM installation), one way to do the above is to have meetings as civievents, and then have an associated case. It also came up at the SF meetup that in general with civievents, an associated case could be used to internally track the organizational tasks involved with the event.

8. [DD] You have to scroll to the bottom of activities before you can save.

23. [DD] There's no way to see something like "Show me all the cases where we didn't put in the service provider case ID". (This is a custom field on the open case activity.) Even in search builder it doesn't behave quite as expected - choosing Case Activity with service provider case id Is Null returns a list that also includes ALL contacts that don't have cases associated with them. Can of course write a custom search, but I'm wondering if it's useful for the advanced search to be able to do this in general.
[DD] Will do with custom search if we need.

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  1. Jan 27, 2010

    I'd like to see custom fields extended to case records (not just activities). It's not uncommon that there are top-level data points that need to be collected for a case. The fields should be included in view mode on the main case management screen.

    Also, it could be useful to break out case resources from the "other relationships" panel, as it's not always intuitive that you would look for them there (and strictly speaking, they are not attached via a relationship record).

    Lastly, it would be useful to have the flexibility to open a case on behalf of multiple contacts, as we can with activities. I'm not sure how that would filter down to the individual activities themselves (would all sub-activities be prepopulated with the multiple contacts to which the case is attached? you may want the flexibility to have some activities apply to all case contacts, and others to only a few). An alternative idea would be to have a case attached to a group.

    A simple use case would be opening a case that affects a husband and wife, both of whom have separate records. It would be useful to be able to track a single case record but have it visible/accessible through both contact records.

    A more advanced use case (where the group function could come into play) is if there's a situation that impacts a neighborhood. You could create a group in which all impacted neighbors are added, and then attach the case to the group.

    1. Jan 28, 2010

      D D dit :

      Thanks for the suggestions. We've already set the scope for the phase 3 and what will be included in civi 3.2 but I'm sure the next round of planning will start soon enough.

      Extending custom fields to case records will be doable as part of #28 above.

      Regarding the multiple contacts, we sort of have this on this list and to be included in phase 3. It's #12 above. It's not exactly the same but maybe will be useful for you. They'll be stored as separate cases, but with a way to see they are related.


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