2.0 Projects

Projects are a subsidiary level of entity management within an organization: organizations have projects, which contain parties, locations, relationships and resources. A project has a geographic extent within which all project entities are contained.

User Flows and Wireframes

Design Documents

• 2.0 Projects - User Flow
• 2.0 Projects - Wireframes

Navigation

The projects index will be accessible through a top level navigation tab labeled "Projects".

2.0 Project Index

The projects index will include organization logo, project name, project description, country, and date of last update (the date of the last activity). Keyword search, column sort, and filtering will be available. No bulk actions will be available.

Private projects

All public projects will be displayed in the index. Private projects will only be displayed for members of that organization with permissions, organization admins and system admins. Private projects should have a lock icon appear after the organization name.

Active/Archived projects

The status dropdown is only viewable by system admins. Status dropdown options:

• All active (default)
• All archived
• All projects

Archiving projects

System administrators can archive projects through the ellipsis menu on any project page. A confirmation modal will appear to confirm the action.

2.0.1 Add Project Geometry

Adding a new project is performed through a 3-step wizard. This page serves as step 1.

The map provides a canvas for the user to draw the project geometry. The search box and map controls helps locate the area. The pencil tool will be used for drawing and the trashcan will be available for the user to redraw a new area if needed.

After successfully drawing the project geometry, the user selects the save and continue button to be directed to 2.0.2. If the user selects cancel, the user is returned to 2.0 and no new project is recorded.

2.0.2 Add Project Details

Step 2 of 3 is the project details page.

The page contains a form for project details.

1. Select organization (dropdown allows for searching and selecting organizations or adding new organizations)
2. Project details - Project name, Public/Private toggle, Description text area, Project url
3. Project questionnaire (dropdown allows for search and selecting questionnaires or uploading custom questionnaires)

This page is set up in sections so that one editable section can be opened at once. As the user progresses through the three sections, the final Save and continue button becomes enabled. As each section becomes completed and saved, the section becomes text with a pencil icon for editing.

Public/Private

By default projects will be public. A toggle provides the option for a project to remain private. If a project is private, only members that have been assigned permissions by the owning organization admin will be able to view it. A lock will appear behind the project name in all indexes to designate that it is a private project.

The save and continue button directs the user to 2.0.3. If the user selects cancel, the user is returned to 2.0 and no new project is recorded.

2.0.3 Project Permissions

Step 3 of 3 allows for permissions to be assigned to organizational members. Members are assigned permissions on a project level. By default when a new public project is added all members have public access. When a new private project is added, members have to be assigned permissions to be able to view it. Permissions are inherited, meaning that if a project manager box is checked, the data collector box automatically becomes checked as well.

Search, sort, filter and the bulk action of change role are available. The save button directs users to 2.1 Project Overview for the newly created project.

Both the save and cancel buttons advances the user to 2.1 Project Overview for the newly created project.

Administrators

Organizational administrators are labeled as Administrator in the permissions column. Management of org admin permissions must be done on an organizational level.

2.1 Overview

2.2 Map

2.3 Records

2.4 Resources

2.5 Reports

2.6 Activity Feed