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Improve flow of upload process #79

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dleehr opened this issue Nov 18, 2013 · 2 comments
Open

Improve flow of upload process #79

dleehr opened this issue Nov 18, 2013 · 2 comments

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@dleehr
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dleehr commented Nov 18, 2013

Mercedes Gosby
@DanLeehr I'm trying to consolidate the number of steps users have to go through, so:

It's preferable that the page where headers are being read and the page where the rows are counted be combined. Is it necessary for them to be separate?
Do we need user action for validating headers? If possible, after a user clicks the check headers button, they should be taken straight to the problems and solutions page.

@dleehr
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dleehr commented Nov 18, 2013

@mercedesgosby

  1. I think I can collapse the steps together so that if there are no errors, the application automatically steps through them
  2. No, we don't need a separate action from the user assuming 1 is possible

@dleehr
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dleehr commented Nov 18, 2013

Mercedes Gosby: Reviewed our notes and the group has decided to edit the original file instead of importing some records and downloading and fixing the problematic records.

@ghost ghost assigned mgosby Nov 18, 2013
@dleehr dleehr added this to the Import Improvements milestone Mar 14, 2014
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