LCFS - Add Report History Status Update When A Report Is Resubmitted After Being Sent Back By Analyst

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Describe the Task

In the current LCFS system, when a compliance report is "Signed and submitted" by a supplier, then recommended by an analyst, and the analyst needs to send the report back to the supplier for further editing, the second "Signed and submitted" by the supplier is not recorded in the report history. This results in the report history appearing as if the report was recommended by the analyst twice, which can create confusion when progressing the report. To address this issue, we need to add a report history status update when a report is resubmitted after being sent back by the analyst.

Purpose

The primary purpose of this update is to provide a clear and accurate record of the report's history, including any revisions or resubmissions made by the supplier. This will help to prevent confusion and ensure that all stakeholders are aware of the report's status and any changes made to it. By adding a date and time stamp for when the supplier signed and submitted the report again after it was returned to them by the analyst, we can provide a clear indication of the report's history and avoid any potential issues that may arise from unclear or incomplete information.

Acceptance Criteria

To ensure that this update meets the required standards, we need to meet the following acceptance criteria:

1. Show a Date and Time Stamp for When the Supplier Signed and Submitted the Report Again

  • The report history should display a date and time stamp for when the supplier signed and submitted the report again after it was returned to them by the analyst.
  • This date and time stamp should be clearly visible and easily accessible to all stakeholders.

2. Ensure This Doesn't Break Anything with Other Dates in the Report History

  • The update should not affect any other dates in the report history, ensuring that the report's history remains accurate and complete.
  • The update should be backward compatible, meaning that it should work with existing reports and not cause any issues with their history.

3. Apply to New 2024 Reports as Well as Those That Have Already Been Signed and Submitted a Second Time by the Supplier

  • The update should apply to all new reports submitted in 2024, ensuring that they have a complete and accurate report history.
  • The update should also apply to any reports that have already been signed and submitted a second time by the supplier, ensuring that their report history is also accurate and complete.

Additional Context

To better understand the requirements for this update, it's essential to consider the following additional context:

  • The current LCFS system does not provide a clear indication of when a report is resubmitted after being sent back by the analyst.
  • The report history is currently incomplete, making it difficult for stakeholders to understand the report's status and any changes made to it.
  • The update should be designed to work seamlessly with the existing LCFS system, ensuring that it does not cause any issues or disruptions.

Implementation Plan

To implement this update, we will follow the following steps:

1. Review the Current LCFS System

  • We will review the current LCFS system to understand how it handles report submissions and resubmissions.
  • We will identify any areas where the system is incomplete or inaccurate.

2. Design the Update

  • We will design the update to add a date and time stamp for when the supplier signed and submitted the report again after it was returned to them by the analyst.
  • We will ensure that the update is backward compatible and does not affect any other dates in the report history.

3. Implement the Update

  • We will implement the update in the LCFS system, ensuring that it works seamlessly with the existing system.
  • We will test the update to ensure that it meets the required standards and does not cause any issues.

4. Deploy the Update

  • We will deploy the update to all users of the LCFS system, ensuring that they have access to the updated report history.
  • We will provide training and support to users to ensure that they understand how to use the updated system.

Conclusion

Q: What is the current issue with the LCFS system?

A: The current issue with the LCFS system is that when a compliance report is "Signed and submitted" by a supplier, then recommended by an analyst, and the analyst needs to send the report back to the supplier for further editing, the second "Signed and submitted" by the supplier is not recorded in the report history. This results in the report history appearing as if the report was recommended by the analyst twice, which can create confusion when progressing the report.

Q: What is the purpose of the update?

A: The primary purpose of the update is to provide a clear and accurate record of the report's history, including any revisions or resubmissions made by the supplier. This will help to prevent confusion and ensure that all stakeholders are aware of the report's status and any changes made to it.

Q: What are the acceptance criteria for the update?

A: The acceptance criteria for the update are:

  • Show a date and time stamp for when the supplier signed and submitted the report again after it was returned to them by the analyst.
  • Ensure this doesn't break anything with other dates in the report history.
  • Apply to new 2024 reports as well as those that have already been signed and submitted a second time by the supplier.

Q: How will the update be implemented?

A: The update will be implemented in the following steps:

  1. Review the current LCFS system to understand how it handles report submissions and resubmissions.
  2. Design the update to add a date and time stamp for when the supplier signed and submitted the report again after it was returned to them by the analyst.
  3. Implement the update in the LCFS system, ensuring that it works seamlessly with the existing system.
  4. Test the update to ensure that it meets the required standards and does not cause any issues.
  5. Deploy the update to all users of the LCFS system, ensuring that they have access to the updated report history.

Q: What are the benefits of the update?

A: The benefits of the update are:

  • A clear and accurate record of the report's history, including any revisions or resubmissions made by the supplier.
  • Prevention of confusion and ensuring that all stakeholders are aware of the report's status and any changes made to it.
  • Improved efficiency and productivity due to reduced confusion and errors.

Q: What are the potential risks of the update?

A: The potential risks of the update are:

  • Disruption to the existing LCFS system.
  • Inaccurate or incomplete report history.
  • Confusion among stakeholders due to changes in the report history.

Q: How will the update be tested?

A: The update will be tested in the following steps:

  1. Unit testing: The update will be tested individually to ensure that it works as expected.
  2. Integration testing: The update will be tested with other components of the LCFS system to ensure that it works seamlessly with the existing system.
  3. System testing: The update will be tested in a real-world scenario to ensure that it meets the required standards and does not cause any issues.

Q: What is the timeline for the update?

A: The timeline for the update is as follows:

  • Review and design phase: 2 weeks.
  • Implementation phase: 4 weeks.
  • Testing phase: 2 weeks.
  • Deployment phase: 1 week.

Q: Who will be responsible for the update?

A: The following team members will be responsible for the update:

  • Name: Project lead.
  • Name: Deployment specialist.

Q: What is the budget for the update?

A: The budget for the update is $ [amount].