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Feature - EP-3316 Changes to unify Standard display
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    • Feature - EP-3316 Changes to unify Standard display

    Owned by Lisa Clancy
    Last updated: Sept 06, 2024
    3 min read

    recommend training screen changes

    Released in 5.14.0 on Oct 10, 2023

    Overview

    We have updated the system has been globally to allow greater control when filtering standards, which will provide a more uniform experience when viewing your standards information.

    Changes to Functionality

    The system has been globally updated to allow greater control when filtering standards, and provide a more uniform experience when viewing standards information. Details of these updates are below:

    IfATE Reference casing

    The casing of the IfATE ST Reference has been updated system-wide to reflect the official casing (previously it was displayed as IFATE or Ifate).

    Standard search

    The system has been updated to allow for filtering based on IfATE Reference instead of individual standard. Filtering by IfATE reference will return all standards that share the same IfATE ST Reference code configured against them. As part of these changes, the pre-existing “Standard” filter has been updated to be renamed to “Standard Title” instead, to highlight that this is the title assigned to an individual standard record.

     

    Please note that this new filter requires any pre-existing standards to have their IfATE Reference correctly assigned. Initially this was not a mandatory field, and thus some standards may be missing this information.

    Consistent display of Standard information

    The system has been updated to display standard details in a uniform manner, to help improve readability & consistency. Anywhere that displays standard information (excluding communication templates) has been updated to display standard information in the following order (including filters):

    • IfATE Reference | Level | Title | Version

     

    In areas where the standard information is stored in separate columns from within a table, the order of the columns has been changed to match this order. Reports that display this information in their columns have also been reordered to display in the same way, followed by the standard sector (where available).

    Please note that, due to these changes, it is thoroughly recommended to update existing standards to no longer contain the standard level within the standard title, as this will prevent duplication of this data.

    Standard entity management screen

    The standards entity listing screen has been updated to display the standard details within the table in a more meaningful way. The column order for displaying standards should now be:

    • IfATE Reference | Level | Title | Version | Remaining fields

    The listing screen has also been updated to only show active standards by default, controlled by the new “Active” drop-down. Clearing the filters or selecting a different value from the Active filter will allow inactive standards to be displayed. The listing screen will also list by IfATE Reference by default, to group similar standards together.

     

    In addition to the above, the edit/view standard screen has been updated to show which standard record is currently being accessed within the “Related Versions” tab.

     

    Impacted Areas

    Due to the number of areas that display standard information, this work has an impact on the vast majority of epaPRO.

    Permissions

    None