Background:
Users get frustrated that they are not looking at the same views in Scientrix when they are in board meetings or in executive meetings. They try to use the system to share information in their Executive meetings and to get everybody on the same page.
With the current user flexibility and cookies, they are NOT on the same page, because we allow them to look at different things when they are talking about the same grid or element or initiative overview.
The confusion and complexity problem appears in these areas:
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System Navigation
Too many options visible that are not needed and create a feeling of complexity and overload. -
Too many Action Buttons in the Element & Initiative Overview pages
Too many buttons visible that might not be needed at the moment. -
Different Views of the same page (customizing columns and views)
Users can configure / customize page content and this customization is stored using cookies.
Using cookies to store column selections links views to browsers
The confusion regarding Different Views of the same sage occurs in the following places:
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My Matrix Grids
Currently every user can configure his own Grid Groups. So if we want all users to see the same Grid Groups and Grids, we have to log-in with each user and configure the same grid groups and link the same grids. -
List columns in the Grid Lists (Elements or Initiatives or Metrics) and in the Element / Initiative Overviews (Initiative lists and dependencies)
Currently users can change the columns as they wish and the browser remembers the columns set via cookies. So again one user can set for himself certain columns and column sequence and other users looking at the same Grid will see something different. -
Analytics View in the Element and Initiative Overview
In the Analytics View we can set whether graphics are 1 / 2 / 3 columns wide. BUT this is stored as a cookie in the Browser instead of as an attribute to the specific Element or Initiative. So if I go to an element and I set the Analytics to 1 column my colleague going to the same element sees something different, maybe 2 columns or 3 columns.
Solution: Remove the cookie method for storing selections
a. Grid Lists (element list and initiative list and metrics list)
Remove the cookie method for storing the selection of list columns completely.
When a user logs in, they should always see the Default column selection.
b. Lists in Elements or in Initiatives (e.g. in the Element Overview the lists for dependencies, initiatives, metrics and in the Initiative Overview the list for metrics)
Remove the cookie method for storing the selection of list columns completely.
When a user logs in, they should always see the Default column selection.
c. Analytics in Elements or in Initiatives
Replace the cookie method for storing the selection of Analytics column width and store the selections directly as an attribute to the individual Element or Initiative to which they belong.
2. Create a shared/private view option in My Matrixgrids