Send email notifications to task recipients
Description; the purpose of this task is to support the editorial team in minimising the amount of manual communication and following-up required to complete a peer review cycle. The solution should leverage the task builder and manager to ensure that the communication sent is related to workflow milestones/deliverables.
THE SOLUTION
1) Task Builder >Task template>Indvidual Task;
- Ability to assign multiple email notification recipients per task.
- Ability to assign an email notification template from a dropdown menu.
- Ability to assign a registered user or a role e.g. Editor, Author or Reviewer (if the email notification user is not assigned from the Control panel, then this will be the default setting).
- Ability to assign a duration (duration = number of days after the 'Start' action that the due date should be set).
Admin action steps;
- Admin navigates to Task builder
- Create/modify a task from the settings modal
- Assign duration
- Assign recipient
- Assign an email notification template
- Assign a date to trigger sending of the email notification (X number of days before/after the due date, otherwise notification will be sent when the due date lapses)
2) Control panel>Task & Notifications >Individual Task;
- Ability to assign an email notification recipient from settings modal
- Ability to select an email notification template from a dropdown menu.
- Ability to assign an assignee, role, registered or non-registered user as a recipient. (Assignee = the user assigned as the task assignee)
Editor action steps;
- Add an assignee to task
- Start a task
- Modify a due date
- Modify recipients from dropdown menu (registered/unregistered user/role)
- Assign a due date
- Option to select/modify a trigger 'X days before/after due date'
- Option to 'Send email notification' immediately (if action is selected the status should be labelled as 'in progress'
Email notification triggers;
- Due date or X days before/after the due date.
- Duration count indicates the number of days after the start action that a due date is set.
- Record of email firing; Control panel>Editorial discussion viewport email notification record captured (identifiable as a system-generated notification)
User flows; link to Miro board for Admin (CIC) and Editor (Curator roles
Editor, Task & Notifications view;
Acceptance criteria;
-
As an admin I can access and edit task metadata by a modal pop-up. -
Admin should be able to add multiple notification recipients per task. A recipient can be a registered user, an unregistered user or a role (editor, reviewer or author). -
Admin should be able to assign a notification from a list of email templates. -
Admin should be able to set a time for the email notification to be sent to the recipient X days before or after the due date.