Releases: DFE-Digital/dfe-complete-conversions-transfers-and-changes
Releases · DFE-Digital/dfe-complete-conversions-transfers-and-changes
Release 5
Release 4
Added
- The Handover/new project form collects the advisory board date and any
conditions. - Users can be assigned to projects roles via 'change' links on the project
information page. Only users with the team lead role can assign users. - The Handover/new project form collects an establishment SharePoint link.
- The Project Details section of the Project Information shows the establishment
SharePoint link. - The Project Summary shows the establishment SharePoint link.
Changed
- Lists of users are now sorted by first name.
- Display an "Email" link for users in the actions of the project details
section. The user's display name is now their name only (email address
removed). - Change the project information page to a one-quarter three-quarter layout to
allow more room for the project information. - Updated content for the tasks in the 'Get ready for opening' section.
- The "Not applicable" checkbox now sits at the top of the Task view, underneath
the Task-level hint. - User assignment drop-downs and autocomplete components show the user's full
name and email address. - Users first name and last name are now required. Any fallbacks, which show the
user's email address when first name and last name are absent, have been
removed.
Fixed
- The accessible autocomplete component now uses the GDS Transport font to match
the rest of the service.
Removed
- There is no longer an edit project page. Instead, roles will be assigned on
specific assignment pages.
Release 3
Added
- Add a bulk user import Rake task.
- Collect Azure Active Directory User ID on sign in.
- The school diocese name is shown on project details or not applicable.
- Selecting a caseworker will now offer to autocomplete if the user has
Javascript enabled - The date and time that a caseworker is first assigned to a project is
recorded. Any subsequent assignments will not be recorded. - Contacts can be deleted via a button on the edit contact page.
- Show the region on the project summary and school details.
- Notes can be edited by the user who created them
- Notes can be deleted by the user who created them
Changed
- Show the full name alongside email address for users in the Project Details
section of the Project Information. Users without a full name will continue to
show email only. - Show the full name of the note author if available. If it is not available,
fall back to showing the email address. - Add an optional "Handover comments" input to the new project form. This will
create the first project note. - The caseworker role is no longer implied from the lack of any other roles.
Instead, users must be explicitly given the caseworker role. - Improved the layout of the new project page.
- Improve the layout of the task page.
- Update the content for the "Project kick-off" section of the task list.
- Note bodies are parsed via Markdown to allow rich formatting.
Fixed
- Tasks that have actions without hint text can now be rendered.
- Links on the task list now open in a new tab.
- The name and email address of assigned users is shown on the project
information tab.
All changes
Release 2
Added
- The project information view displays the school type, phase of education, and
age range. - The project information view displays the team lead.
- Users must provide the UKPRN of the incoming trust when creating a project.
- The project information view has a Trust details section, which displays the
incoming trust name, UKPRN, and Companies House number. - Users must provide the target completion date when creating a project.
- Users can add notes to a project, and view previous project notes.
- Show the school type, target completion date, trust name, and local authority
name for each project on the projects index page. - Project contacts can be added and edited
- Add hint text and guidance text to actions.
- A regional delivery officer must be selected at the time of project creation.
- A regional delivery officer can only see project they are assigned to on the
projects index page. - Add hint text and guidance text to tasks.
- Optional tasks can be marked 'Not applicable' to the project
- Added content to Articles of association task
- Added content to Church supplementary agreement
- Added content to Deed of variation
- Added content to Direction to transfer
- Added content to Land questionnaire
- Added further guidance to Land questionnaire after more info from UR
- Added further guidance to Direction to transfer after more infor from UR
- Added content to Land registry title plans
- Added content to Master funding agreement
- Added content to Supplementary funding agreement
- Added content for Handover with Regional delivery officer task
- Added content for intro emails in External kick-off task
- Added content for local authority actions for proforma and conversion date in
external kick-off section - Added content for arranging kick-off meeting action
- Added content for hosting kick-off meeting action
- Adding content for share conversion checklist action
- Added content for Process conversion grant actions - check vendor account
- Added content for grant eligibility action
- Added link to conversion checklist
- Added content for receive and save Grant payment form action
- Added content for sending documents to grant payment team action
- Added content for confirm grant payment date with schoo action
- Added content for checking school has received grant action
- Project contacts can be grouped by the institution they belong to
- Action hint text is parsed via Markdown to allow rich formatting
Removed
- No longer show the assigned delivery officer on the projects index page.
- Task list sections are no longer numbered.
Changed
- Improvements to the text inputs and hints on the new project form to make
clearer what is expected from users. - Improvements to the existing error messages on the new project form and new
notes form. - Update the conversion workflow, Clear legal documents task list
- The task list is now referred to as "Task list" not "Project task list"
- Rename any references of "Delivery officer" to "Caseworker". Projects will
lose any currently assigned delivery officers. - Add validation that checks URN is 6 digits long.
- Add validation that checks UKPRN is 8 digits long and starts with a 1.
- Add validation that checks the target completion date is in the future when a
new project is created. - a Team lead can no longer create a new project, it is the responsibility of
the Regional delivery officer to do so. - Removed word funding from Church supplemental agreement hint text link to make
sure naming is consistent and accurate - Deleteing previous versions of external stakeholder tasks
- Changed content mentioning Supplementary funding agreement to Supplemental
funding agreement so it is accurate - Added content to Trust modification order
- Removed duplicate Trust modification order
- Correcting Regional Delivery officer to lowercase
Full Changelog: release-1...release-2
Release 1
Added
- Users can sign in to the application using a DfE Microsoft account
- A new conversion project can be started by entering a valid URN of a school currently undergoing conversion
- A list of all tasks for a conversion project is displayed
- Actions within a task can be marked as done, and the status of the task is updated
- Projects display a summary of key information
- The Project Information view displays further information about each project
- Users can be assigned to each project as a delivery officer
- The team leader who creates a new project is automatically marked as the project's team leader