Talk:Organisations and People

Status: draft

Active Field in org/people search, options are confusing to uses upon first viewing. active field options for search are as follows; yes, no, both active and inactive.

this should ether be

active, inactive, both active/inactive.

or

yes, not, both.

the first list makes more sense in context, and this only applies to the search field, active in record is readable in context. - DC

The "lookup" button always appears next to the postcode field, even if the organisation is not using Loqate, which can apparently be confusing for users. - JC

Field: initials the "initials" inconsistent in its function as it only validates with one letter from the first name so Dexter Cole would be populated with D. this is inconsistent for a few reasons namely its called "initials" which is pluralized implying it should populate with both initials (E.G. D C) from what i can see in the validation in system it is intended to only populate with the one letter automatically and then the user can correct this later on. if this is the intention it should be called "initial" by default.

Sticky table headings which stay at the top even after scrolling may make large tables more user friendly, as it can be quite awkward to use currently if tables contain many rows. For example some clients may have a large number of referrals, which can make the summary tab difficult to use as you have to keep scrolling up and down to see what the data in each column is for. -JC

In V982, large text size and 100% zoom means you only see one referral.

Equipment yellow lookup only searches by equipment name. This can be confusing when a organisation has equipment with the same name i.e 'google nest mini' and would like to be able to search by the serial number. - AP

It would be really useful if the Classification Code button showed the number of entries in brackets in the history section, in the same way it does in diary edit. - HB

On the search results by org type (search for client details / search for staff details etc.) if a person has multiple org types, the view button asks which org type to view the person as, but this choice has already been made when entering the search page. It should go straight to the person's record with the current org type as it does if you click on the name link. - MA