functional design specification v2_pvt
TRANSCRIPT
Development of the TETS Tracking Tool
Functional Design Specification
Sasol12 March 2013 | Version: 1
Prepared by:
Etienne van Dam
Technical Lead
M +27 76 790 0582 | T +27 11 575 3136 | E [email protected]
Document Contributors
Name Position
Etienne van Dam Technical Lead
Marié Wessels Development Manager
Ryan Smyth Project Manager
Document Sign-Off
Name Role Signature Date
Martie Ndlovu Sasol Project Sponsor
Marlan Perumal Sasol Project Champion
Marie-Anna Wauts Sasol Project Manager
Quintin Saville Sasol Technical Owner
Amanda Strydom Sasol Business Manager
Johntho Dixon Sasol Business Owner
Rebecca Dlepu Sasol Overall Business
AnalystRyan Smyth 3fifteen Project Manager
Marié Wessels 3fifteen Development Manager
Etienne van Dam 3fifteen Technical Lead
Table of Contents
1. Acronyms, Abbreviations, Business Definitions................................................................................4
1.1 Acronyms, Abbreviations..............................................................................................................4
1.2 Business Definitions......................................................................................................................5
2. Executive Summary............................................................................................................................... 5
3. Document Purpose................................................................................................................................ 6
4. The TETS Tracking Tool....................................................................................................................... 6
4.1 Mandatory Confidentiality Agreement.........................................................................................6
4.2 Navigation....................................................................................................................................... 7
4.3 My Personal Profile....................................................................................................................... 8
4.4 Landing Page............................................................................................................................... 12
4.5 View All Notifications Page........................................................................................................13
4.6 Log a New Observation...............................................................................................................15
4.7 Observation Page........................................................................................................................ 16
4.8 Search........................................................................................................................................... 21
4.9 Help................................................................................................................................................ 23
4.10 FAQ................................................................................................................................................ 24
4.11 Reports.......................................................................................................................................... 25
5. Standard SharePoint 2010 Functionality..........................................................................................30
5.1 List ribbon..................................................................................................................................... 30
5.2 Managed Metadata Field............................................................................................................31
Table of Figures
Figure 1 - Confidentiality Agreement..........................................................................................................7
Figure 2 – Navigation Bar Control...............................................................................................................7
Figure 3 – Personal Profile Screen.............................................................................................................8
Figure 4 – Add Alerts Screen.................................................................................................................... 10
Figure 5 – Landing Page............................................................................................................................ 12
Figure 6 – View All Notifications...............................................................................................................14
Figure 7 – Log New Observation Form....................................................................................................15
Figure 8 – View Observation..................................................................................................................... 17
Figure 9 – New Comment Form................................................................................................................18
Figure 10 – Add Keyword........................................................................................................................... 19
Figure 11 – Edit an Observation Form.....................................................................................................20
Figure 12 – Observation Search...............................................................................................................22
Figure 13 – Help: Wiki Page...................................................................................................................... 23
Figure 14 – Help: FAQ List........................................................................................................................ 24
Figure 15 – Request Report Form............................................................................................................25
Figure 16 – Request List Report Form.....................................................................................................27
Figure 17 – Request Raw Data Report Form..........................................................................................28
Figure 18 – Generating a Report..............................................................................................................29
Figure 19 – Saving a Report...................................................................................................................... 30
Figure 20 Sample List Report.................................................................................................................... 31
Figure 21 Sample Raw Data Report.........................................................................................................32
Figure 22 Sample Chart Report................................................................................................................. 33
Figure 23 Ribbon bar with 'Attach File' button........................................................................................34
Figure 24 Attaching a file........................................................................................................................... 34
Figure 25 Managed Metadata field...........................................................................................................34
Figure 26 Managed Metadata field value auto completion....................................................................35
Figure 27 Managed Metadata selecting a keyword................................................................................35
List of Tables
Table 1 - Acronyms, Abbreviations.............................................................................................................5
Table 2 - Business Definitions.....................................................................................................................5
Table 3 – Personal Profile Fields................................................................................................................9
Table 4 – Alerts Fields................................................................................................................................ 11
Table 5 – New Observation Fields............................................................................................................16
Table 6 – New Comment Fields................................................................................................................19
Table 7 – FAQ List Fields........................................................................................................................... 25
1. Acronyms, Abbreviations, Business Definitions
1.1 Acronyms, Abbreviations
Acronym Comments / Notes
AD Active Directory
RFC Request for Change
UAT User Acceptance Testing
SDLC Software Development Life Cycle
XSLT Extensible Stylesheet Language Transformation
CSS Cascading Style Sheet
FAQ Frequently Asked Questions
RFC Request for Change
Table 1 - Acronyms, Abbreviations
1.2 Business Definitions
Define terms that are specific to the client business or industry and our understanding of the term.
Definition Comments / Notes
TETS Transportation Energy Technology Strategy
Table 2 - Business Definitions
2. Executive Summary
Within the Research and Technology arm of Sasol Technology employees collect and distribute
observations. These observations may pertain to current research, conferences, networking,
meetings, and so forth. Observations are identified as part of their tasked work activity which is
usually shared via electronic mail to whomever they think should know about it. The observations
identified are not collated into a single storage area where the observations can be referenced in
future. It has been pointed out that, occasionally these observations do not reach all the relevant
technology owners.
The solution will utilise the Microsoft Office SharePoint 2010 Server Standard Edition platform
which will allow Sasol Users to capture new, comment on, “like”, and search for observations.
The SharePoint User Profile will be used to store user location, notification subscription, and
preference information. Reporting functionality will be provided that will allow Sasol to export a
List report in a card-layout to Microsoft Office Word format and a Raw Data report into Microsoft
Office Excel format. Configurable Bar and Line charts will be implemented. The charts can be
saved as an image file by the users of the solution. Custom XSLT and CSS will be implemented to
give the solution a social look & feel as will be defined in the Design Specification delivered by
3fifteen. Finally, a FAQ list and SharePoint 2010 Wiki Site will be created to provide help for the
user. Keeping the help files and FAQ up to date will be managed through the SharePoint standard
interface and should continue beyond the initial implementation phase of the project. These
updates will be the responsibility of Sasol.
3. Document Purpose
The purpose of this document is to clearly define the functionality and layout of the Sasol TETS
Tracking Tool as it will be developed and implemented. The screens from the wireframes are
included and all details regarding each screen is defined.
4. The TETS Tracking Tool
4.1 Mandatory Confidentiality Agreement
Before users can access the system they must accept the mandatory confidentiality agreement
and update their location, interests and alerts email address in their personal profile. The system
will have a mechanism on each page of the system which will not be visible to the user. This
mechanism will first check if the current user has accepted the mandatory confidentiality
agreement from the user profile properties. If the user has not accepted the mandatory
confidentiality agreement, the user will be redirected to the ‘My Personal Profile’ page where a
modal popup will display the mandatory confidentiality agreement. A modal popup is a popup
which overlays the site content and forces the user to interact with it before they can return to
interacting with the underlying page. The user will not be able to close the modal popup without
clicking on the ‘Accept’ button. When the user clicks on the ‘Accept’ button the system will save to
the user profile that the user has accepted the agreement. The user will not be presented with
the confidentiality agreement again.
Figure 1 - Confidentiality Agreement
Once the confidentiality agreement has been accepted, the user will be directed to the ‘My
Personal Profile’ page, where the user will update their location, interests, and alerts email
address. If a new user navigates to any of the pages in the site, the hidden mechanism will check
if the user has updated these properties in their personal profile. If the user has not, the user will
be redirected to the ‘My Personal Profile’ page. Once the user has saved these properties in their
personal profile they will be redirected to the landing page where they can begin to use the
system.
4.2 Navigation
Figure 2 – Navigation Bar Control
A navigation bar will be displayed on the top of each page. This navigation bar will contain image
buttons which a user of the system will use to navigate the system.
The following navigation buttons will be available:
Landing Page, see section 4.4
Log New Observation, see section 4.6
Search, see section 4.8
Help, see section 4.9
FAQ, see section 4.10
Request Report, see section 4.11
Personal Profile, see section 4.3
4.3 My Personal Profile
Figure 3 – Personal Profile Screen
The user can navigate to the ‘My Personal Profile’ page from the ‘Abbreviated Profile’ web part on
the landing page or from the link button in the navigation bar which will be available on all pages
of the system. On the ‘My Personal Profile’ page, the user can update their location, interests,
and alerts email in the ‘Personal Details’ web part. The user’s alerts email address is defaulted to
the user’s email address as available in their SharePoint User Profile. The user can override the
alerts email address to so that they will be able to receive the alerts on any email address.
Clicking on the ‘Save’ button will save the changes made to the ‘Personal Details’ section and
redirect the user to the landing page.
Fields:
Field Name Comments / Notes Type
NameWill be retrieved from the SharePoint User Profile which is pulled from AD.
Non editable field
Job TitleWill be retrieved from the SharePoint User Profile which is pulled from active directory.
Non editable field
LocationThe user’s current location. Johannesburg, Sasolburg, etc. To be captured by the user.
Mandatory single line text field
Interests
Managed Metadata Tags linking to the Technology Areas of the TETS Tracking Tool application. To be captured by the user.
Mandatory Managed Metadata field
The first time a user opens the ‘My Personal Profile’ page, this value will be retrieved from their SharePoint profile. The user is able to change this to any other email address.
Validation: The value entered in this
field must be in the format of an email
address that matches:
<text>@<text>.<text> and will be
validated against that expression.
Mandatory single line text field
Table 3 – Personal Profile Fields
The ‘My Liked Observations’ web part will be located to the right of the ‘Personal Details’ web
part. It displays observations which the user marked as liked. A list of the latest five liked
observations will be displayed with standard SharePoint pagination if the user has more than five
liked observations.
The ‘Alerts Management’ web part is used to manage user subscribed alerts. It displays a grid
with the alerts that the user has set up. The user can subscribe to a new alert by clicking on the
‘Add New Alert’ button. The New Alert form will slide out and the ‘Save’ button on the ‘Personal
Details’ web part as well as the ‘Edit’ and ‘Delete’ buttons in the grid of existing alerts will be
disabled.
Figure 4 – Add Alerts Screen
Fields:
Field Name Comments / Notes Type
Title The title of the alert. Mandatory single line text field
ObserverA people picker field. The user will be able to search and add existing users from AD.
Optional People Picker field
Observation Type
Managed Metadata Tags linking to the Observation Types of the TETS Tracking Tool application.
Optional Managed Metadata field
Technology Area
Managed Metadata Tags linking to the Technology Areas of the TETS Tracking Tool application.
Optional Managed Metadata field
KeywordsManaged Metadata Tags linking to the Keywords of the TETS Tracking Tool application.
Optional Managed Metadata field
From
This is a date field. The user will be alerted on observations that were logged after the date entered in this field.
Validation: If this field has a value, the To field must also have a value where the date is after this one.
Optional Date Picker field
To
This is a date field. The user will be alerted on observations that were logged before the date entered in this field.
Validation: If this field has a value, the From field must also have a value where the date is before this one.
Optional Date Picker field
Frequency
The frequency on which the user will receive alert emails. Options: Instantaneous, daily, or weekly. The default option will be weekly.
Mandatory dropdown field
Table 4 – Alerts Fields
At least one of the following fields must be entered otherwise the alert will not return useful
information:
Observer
Observation Type
Technology Area
Keywords
From and To
Clicking on the ‘Add’ button will save this alert subscription to the user’s profile and slide out the
Alerts form. Clicking on the ‘Cancel’ button will slide out the Alerts form without saving it to the
user’s profile.
Existing alerts can be deleted by clicking on the ‘Delete’ button in the grid next to the saved alert.
A confirmation popup will be displayed before deleting the alert. Existing alerts can be edited by
clicking on the ‘Edit’ button next to the alert in the grid. This will slide out the Alert form with the
fields pre-populated with the saved information.
4.4 Landing Page
Figure 5 – Landing Page
The ‘Observation Newsfeed’ web parts are located on the landing page below the navigation bar.
These web parts will display the following:
The latest Observation that was logged. Clicking on the observation title will take the user
to the observation page. The web part will also display the number of likes for the
observation.
The observation with the most likes. Clicking on the observation title will take the user to
the observation page. The web part will also display the number of likes for the
observation.
The most popular Technology Area. This will be calculated by adding the number of
observations, number of comments and the number of likes that was tagged with this
Technology Area. The web part will display the Technology Area as a link which will take
the user to the search page with search results for the Technology Area. The web part will
also display the number of observations that were tagged with the Technology Area, the
number of comments on observations that were tagged with the Technology Area as well
as the number of likes on observations that were tagged with the Technology Area.
The most popular Keyword. This will be calculated by adding the number of observations,
number of comments and the number of likes that was tagged with this Keyword. The web
part will display the Keyword as a link which will take the user to the search page with
search results for the Keyword. The web part will also display the number of observations
that were tagged with the Keyword, the number of comments on observations that were
tagged with the Keyword as well as the number of likes on observations that were tagged
with the Keyword.
The most commented observation in the last week. The web part will also display the
number of comments for the observation.
The observation with the most likes in the last week. The web part will also display the
number of likes for the observation.
The latest ten observations that was logged including pagination and a scroll bar. This will
allow users to browse observations that are not part of their alerts criteria. They will be
exposed to observations from other business areas without the need to specifically search
for them.
The ‘Abbreviated Profile’ web part will be located in the top right of all the pages. This web part
will display the following information retrieved from the SharePoint User Profile:
The currently logged in user’s profile picture (avatar)
The user’ first and last name
The user’s job title.
The user’s interests will also be displayed in this web part as captured in the ‘My Personal Profile’
page. An ‘Edit My Profile’ link located beneath the ‘Abbreviated Profile’ web part will allow the
user to navigate directly to the user’s ‘My Personal Profile’ page where the user can update their
profile information and alert subscriptions.
The ‘Notifications’ web part located below ‘Abbreviated Profile’ web part will display the three
latest alerts according to the user’s alerts settings. At the bottom of this web part there will be a
‘View All Notifications’ link which will take the user to the ‘All Notifications’ page.
4.5 View All Notifications Page
This page will have the navigation bar at the top and an ‘All Notifications’ web part below that.
This web part will by default display the latest ten user alerts with standard SharePoint pagination
controls on the bottom of the page. The notifications area will be scrollable so that the navigation
bar and pagination control is always visible. The notifications will be sorted by date so that the
latest notification is at the top. Clicking on the notification title will navigate the user to the
observation page.
Figure 6 – View All Notifications
4.6 Log a New Observation
Figure 7 – Log New Observation Form
Clicking on the ‘Log New Observation’ button in the navigation bar will open the new observation
form popup. The user needs to fill in the form with the following fields:
Field Name Comments / Notes Type
Title The title of the observation Mandatory single line text field
Description The body of the observation Mandatory multi line rich text field
Comments Summary
When there are many comments on an observation, this field can be used to summarize the comments so that users viewing the observation does not have to read all the comments to get an overview
Optional multi line rich text field
of what was discussed. This field must be edited by the observer.
Observation Type
Managed Metadata Tags linking to the Observation Types of the TETS tracking application.
Mandatory Managed Metadata field
Technology Area
Managed Metadata Tags linking to the Technology Areas of the TETS tracking application.
Mandatory Managed Metadata field
KeywordsManaged Metadata Tags linking to the Keywords of the TETS tracking application.
Mandatory Managed Metadata field
HyperlinkThis field can be used to add a link to an online document or article related to the observation
Optional hyperlink field
Table 5 – New Observation Fields
The standard SharePoint ribbon will be used to attach documents to the observation. Clicking on
the ‘Save’ button will save the observation and navigate the user to the observation page. Clicking
on the ‘Cancel’ button will navigate the user back to the landing page without saving the
observation. After the observation was saved, an alert subscription will automatically be added to
the observers profile for the new observation.
4.7 Observation Page
Figure 8 – View Observation
On the observation page the navigation bar will be at the top of the page and below that the title
of the observation will be displayed. There will be an ‘Observation’ web part which will display the
following details of the observation:
Picture of the observer
The date on which the observation was logged
The observation type linked to the observation
The technology area linked to the observation
The keywords linked to the observation
The observer’s name
The body of the observation
The Comments Summary
A list of the files attached to the observation
The number of likes
Clicking on the observation keywords or technology type will navigate the user to the search page
with results on the clicked item. This web part will also have a ‘Like’, ‘Comment’ and ‘Edit’ button.
The like button will be a thumbs up image button. When a user clicks on this button the number of
likes for this observation will be incremented and the button image will change to a tick mark
image. The user can un-like the observation by clicking on the tick mark image button which will
decrement the number of likes for this observation.
Figure 9 – New Comment Form
A user can leave a comment on the observation by clicking in the ‘Comment’ button. This will
show a popup of the ‘New Comment’ form where the user needs to fill in the following fields:
Field Name Comments / Notes Type
Title The title of the comment Mandatory field
Description The body of the comment Mandatory multi line rich text field
Hyperlink The user can add a link to an online Optional field
document or article related to the comment
Table 6 – New Comment Fields
The standard SharePoint ribbon will be used to attach documents to the comment. Clicking on the
‘Save’ button will save the comment and navigate the user to the observation page. Clicking on
the ‘Cancel’ button will navigate the user to the observation page without saving the comment.
Figure 10 – Add Keyword
Any user will be able to add keywords to the observation to better classify it and make it easier to
find when searching by clicking on the ‘Tag’ button. Observation type and technology area will be
closed term-sets which will be managed by a site administrator. Users need to request that new
terms be added to it. Keywords will be an open term-set therefore users will be able to add their
own keywords if it does not exist already. If an observation was tagged with a keyword and the
keyword is changed or removed thereafter, the original keyword will stay on the observation until
the user edit’s the observation. When editing the observation the old keyword will be removed and
the user will have to add a new one.
The ‘Edit’ button will only be visible to the observer of this observation. Clicking on it will show the
‘Edit Observation’ form popup with the observation fields pre-populated. Clicking on the ‘Save’
button will save the changes to the observation and navigate the user to the observation page.
Clicking on the ‘Cancel’ button will navigate the user to the observation page without saving the
changes.
Figure 11 – Edit an Observation Form
There will also be a ‘Report to Administrator’ link in this web part which will open the user’s email
client pre populating the following fields:
‘To’ address with the site administrator’s email address
Subject with ‘Please have a look at this observation’
Body. A link to the observation will automatically be added to the body of the email. The
user can then add comments into the email body on what needs to be reported.
Below that the ‘Observation Comments’ web part will display the comments on the observation.
By default the latest ten first level comments will be displayed with standard SharePoint
pagination controls below that. At the bottom of the page there will be a text box where a user can
add a quick comment to the observation. This text box will be a multi-line rich text field which
means the user can do basic formatting on the comment such as underline, bold, etc. When
creating a quick comment like this the user will not be able to attach documents to the comment.
The first level comments will be expandable but by default they will be collapsed. The comments
area will be scrollable so that the ‘Observation’ web part and quick comments text box will always
be visible on the page. Sub comments will be slightly indented on the page to easily identify.
Each comment will display the picture and name of the user who made the comment as well as
the comment body and a list of all the attachments on the comment. Each comment will also have
a ‘Reply’, ‘Edit’ and ‘Delete’ button. The ‘Reply’ button will be visible to all users and is used to
add a reply to a reply. Clicking on it will display the same ‘New Comment’ form popup described
above. Comments will only go two levels deep thereafter new sub comments will stay on the same
level. Clicking on the ‘Edit’ button inside the comment area, will display the ‘Edit Comment’ form
popup with the pre-populated information from the comment. Clicking on ‘Save’ will save the
changes to the comment and close the popup. Clicking on ‘Cancel’ button will close the popup
without saving the changes to the comment. The ‘Edit’ button will only be visible to the user who
made the comment. Clicking on the ‘Delete’ button will show a confirmation popup before deleting
the comment. A comment cannot be deleted if it has sub comments. The ‘Delete’ button will only
be visible to the user who created the comment.
On the right of the observation page will be a navigation web part. This web part will have a tab
for keywords and technology area. If you are on the keywords tab, a list of other observations will
be displayed where the keywords match any of the current observation’s keywords. The same
applies for the technology area tab. This will then show links to other related observations which
the user might want to look at. Clicking on an observation title in the web part will navigate the
user to that observation.
4.8 Search
Figure 12 – Observation Search
The standard SharePoint search can be used which will search observations, comments and
attachments, however clicking on the ‘Search’ image button on the navigation bar will take the
user to the observation search page. This search is more specific to observations and will only
search observations. The user can use any one or more of the following filters to refine the search
results:
Text in Title or Body
This will only search for the entered text within the body or title of the observation. This
will be a complete phrase match, meaning it will not search for an exact match of the
phrase you entered.
Observer
Observation Type
Technology Area
Keywords
From Date. This will filter based on the observation’s created date.
To Date. This will filter based on the observation’s created date.
These filters are inclusive filters which means that if you add an observer and an observation
type, it will only return results where both are matched.
By default the latest ten search results will be displayed with standard SharePoint pagination
controls at the bottom of the page. Only the search results will be scrollable so that the filters
area will always be visible on the page.
4.9 Help
Figure 13 – Help: Wiki Page
Clicking on the ‘Help’ image button in the navigation bar will navigate the user to a standard
SharePoint wiki site. This wiki site will contain general help information on how to use the system.
4.10FAQ
Figure 14 – Help: FAQ List
Clicking on the ‘FAQ’ image button in the navigation bar will navigate the user to the FAQ list with
the following fields:
Field Name Comments / Notes Type
Title The title of the question Mandatory single line text field
Description The answer to the question Mandatory multi line rich text field
Technology Area
Managed Metadata Tags linking to the Technology Areas of the TETS tracking application.
Mandatory Managed Metadata field
KeywordsManaged Metadata Tags linking to the Keywords of the TETS tracking application.
Mandatory Managed Metadata field
Table 7 – FAQ List Fields
4.11Reports
Figure 15 – Request Report Form
Clicking on the ‘Request Report’ image button in the navigation bar will navigate the user to the
‘Reports Page’. On the reports page the user will have the same filtering as on the search page
which will be used to retrieve the data on which the report is based. The user have an option of
Chart, List or Raw Data for the type of report to generate.
For a chart report the following options are available:
Line or bar chart
For the X-Axis value:
o Observation Title
o Technology Area
o Keyword
o Observer
o Created Date
For the X-Axis value:
o Number of Observers
o Number of Observations
o Number of Comments
o Number of Likes
The title of the chart will be “[X-Axis Selected Value] / [Y-Axis Selected Value]”
Example: Keywords / Number of Observations
For a list report the user will be able to select from the following optional fields to include in the
report:
Observation Body
Comments Summary
Comments
The following fields will be mandatory for a List report:
Title
Number of Likes
Observer
Number of Comments
Date of observation
Observation Type
Keywords
Technology Area
Figure 16 – Request List Report Form
For a raw data report the user will be able to select from the following optional fields to include in
the report:
Observer
Observation Date
Observation Type
Keywords
Technology Area
Number of Likes
Observation Body
Comments Summary
Comments
The following fields will be mandatory for a Raw Data report:
Title
Figure 17 – Request Raw Data Report Form
Clicking on the ‘Generate Report’ button will collect the data according to the filters and open the
report in the appropriate Microsoft Office Client Application. For a list report this will be Microsoft
Word and for a raw data report it will be Microsoft Excel. The user will then be able to save it from
there to their local machine or print the report from the client application.
Figure 18 – Generating a Report
For chart reports the image will be opened in a new window. The user can then use the default
browser printing functionality to print the report or save it to their local machine.
Clicking on the ‘Save’ button will display a text box where the user must enter a descriptive name
for the report query. Then clicking in the ‘Ok’ button will save the query directly into the
SharePoint site. Clicking on ‘Cancel’ will return to the reports page. This will allow all users of the
system to open previously saved queries directly from the site.
Figure 19 – Saving a Report
On the right of the reports page there will be a ‘Saved Queries’ web part which will display the ten
latest saved report queries. Clicking on the title of the saved query will open the reports page with
the filters and settings pre-populated as it was saved. The report can then be re-generated.
Figure 20 Sample List Report
Figure 21 Sample Raw Data Report
Figure 22 Sample Chart Report
4.12Security
The following security groups will be used for the site:
TETS Owners. The site administrator and site owners will be added to this group. They will
have full control over the site such as add, edit or delete any content throughout the
system. (Observations, comments, FAQ items, Help pages). They will also have direct
access to the back end lists which will be used to store all the information. Therefore they
will be able to delete observations when appropriate.
TETS Members. Users who need to contribute to the system will be added to this group.
They will have permissions to add observations and comments, edit their own observations
and comments as well as delete their own comments. (if the comment does not have a sub
comment). They will not have direct access to the back end lists. They will also not be able
to add or edit to the Help pages and FAQ list.
5. Standard SharePoint 2010 Functionality
5.1 List ribbon
The standard SharePoint 2010 ribbon bar that will be used to attach files to observations and
comments.
Figure 23 Ribbon bar with 'Attach File' button
After clicking on the ‘Attach File’ button, a popup will be displayed which will allow the used to
browse and select a file to attach.
Figure 24 Attaching a file
5.2 Managed Metadata Field
The standard SharePoint 2010 Managed Metadata field which will be used for the Keywords,
Technology Area and Observation Type fields.
Figure 25 Managed Metadata field
When the user starts typing in the field, the field will show existing terms which match. In an open
term set, this will minimize the chances of users adding multiple terms with different spelling.
Figure 26 Managed Metadata field value auto completion
The user can also click on the tags image button on the right of the field. A popup will appear
which will allow the user to choose a term instead.
Figure 27 Managed Metadata selecting a keyword