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Enable edit to Verification Date on SMDB Data Corrections Tool #1218

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brotzmanmj opened this issue Feb 24, 2025 · 7 comments
Open

Enable edit to Verification Date on SMDB Data Corrections Tool #1218

brotzmanmj opened this issue Feb 24, 2025 · 7 comments
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CCC Priority 2 Issues will be prioritized in the upcoming/next release

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@brotzmanmj
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Add to Data Corrections tool on SMDB the ability for NORC to edit the Verification Date when they make a correction to Verification Status.

If they are changing someone from 'Cannot be Verified' to 'Verified', they should also update the verification date so the communications go out correctly in time and they do not get all old messages as once.

@brotzmanmj brotzmanmj added this to the 25March milestone Feb 24, 2025
@sonyekere sonyekere added the CCC Priority 2 Issues will be prioritized in the upcoming/next release label Feb 25, 2025
@sonyekere
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Pending UI discussion with Ops.

@sonyekere
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Sandra to schedule touch point early this week

@robertsamm
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@robertsamm from Ops to coordinate UI testing in dev, @hullingsag to find someone from analytics to coordinate data testing. Stage testing will be coordinated between NORC UI testing and analytics data testing.

@sonyekere
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The requirement discussion occurred on Wednesday, 3/5. Amelia and Michelle walked through the UI request for "Enable edit to Verification Date on SMDB Data Corrections Tool" (as indicated above) and #1210 , "Add new duplicate type for 'change in eligibility status' to SMDB Data Corrections Tool."

Takeaway Actions:
@rohanjay10 will share out/link the UI requirement notes discussed, Ops to review if needed
@bransteitterbr to begin development
Operations and Analytics will finalize the testing plan for both the dev and stage environments
Operations and Analytics will ensure that sites are aware of the changes through the updated Verification SOP
@mnataraj92 will prepare test scenarios, including both current and new functionality
@robertsamm will lead the development testing, and NORC will handle stage testing

@rohanjay10
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3/5 UI Requirements notes @sonyekere @bransteitterbr , reviewed by Ops:

Ability to edit verification datetime stamp when NORC is making a change to verification status
-When changing a pt from 'Cannot be verified' to 'Verified'(in original record pt consented in), NORC should also update the verification date so communications go out correctly in time and pt does not get the old messages at once.(@robertsamm @brotzmanmj to discuss if NORC needs to update the verification datetime when making any verification status change )
-Enable edit to verification date would be below "Update Verification Type" and above "Duplicate Type" header.

Image

-Wording: " Set date of verification"
-Calendar picker similar to existing Date of eligibility picker(that Gene worked on). Default to today's date and timestamp of midnight(midnight time does not need to be displayed). Can pick a date backwards, but not be able to pick a date in the future
-Existing verification datetime stamp would be overridden
-Notifications: Communication will be received by the pt in the first 24 hours

@hullingsag hullingsag assigned hullingsag and unassigned hullingsag Mar 6, 2025
@robertsamm
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@JoeArmani @rohanjay10 and @mnataraj92 - Michelle and I discussed for which circumstances should the verification date picker appear on the data corrections tool. See decision below.

If we change from any verification status to 'cannot be verified' or 'verified': the verification date picker should appear. For any other verification status change, the date picker should not appear.

@robertsamm
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Sorry I meant to tag @bransteitterbr, not Joe in comment above!

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Labels
CCC Priority 2 Issues will be prioritized in the upcoming/next release
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