Admin Reporting - Assessments, Usage Tracking, Exports

Overview

Features first added April-2014 to give administrative users access to some real-time reporting, both raw data exports and graphs. There is a new "Report" tab added which is visible to the following User Roles: HR, Sr Mgr, User Admin, SkillBuilder Admin, All-Customer ("super") Admin.

Released in tag: ProductionBuild20140615

Details

• Reports Tab with 2 reports: Usage and Competency Avgs

• client usage xport changes

• data dump

Graphical reports are implemented on the client using the AmCharts package. Ouellette purchased a license for this package, so the JS code is checked in and pulled from our site rather than over the internet. This graphics package was chosen particulary for support of a easy downloadable PNG/image format for each generated chart.

There are database changes to the 360 db schema - see deployment notes below.

There is also a requirement for the category/competency graphs that we "back fill" some missing data about job roles into the results tables. This is discussed in the "Fixing Results DB" section.

Fixing Results DB for Completed Users/Capturing their Job Role Info

Once the webapp is running, log in as an administrative user for the client/customer who will need the reporting feature (this may work with a super-user as well; but this needs more testing). After logging in, type in this URL:

https://server/webapp/update_survey_jobrole.do?

watch the output, and the log file when running this; it�s a bit experimental - this back-fills all completed participant records with their job-role (from the WebUserPreference table) so that reports can be run filtering by the job. All results computations going forward include this computation, so this only needs to be run once per customer prior to deploying the new code for this release.

Deployment Notes

Client pages that are used for the graphical reports:

Customers who will need to see the Report tab will need the following menu definition added to their XML configuration:

<menu name='adminreports' handler='com.didactix.ui.logic.StandardTabMenuHandler' refresher='com.didactix.ui.logic.ReportingMenuRefresher'>
 </menu>

(this menu xml snippet could be added to the "globalMenu" element of the default/global config section to make it available to all customers as well, but that may not make sense for all clients.)

The DevSuggResources.properties file sets the name that appears on this menu tab with a property named "adminreports".

Latest code w/these features tagged with �dev20140508T1712�

amcharts sub-folder of javascript libraries, css, images added to �jscripts� folder; make sure this is deployed to webapp. Since this is a new folder, make sure to run cvs checkout or cvs update -d

apply 360 database changes to all ITSB customer schemas from config/database/schema360_update20140331.sql

(this script needs to be changed slightly to create the table in the U* owner�s schema, then make it accessible with SELECT, UPDATE, INSERT, DELETE to PUBLIC, then create an alias)

To get the new csv-export report with manager assessment dates, either put this XML in the config, or find the current <config> setting and change it to match:

The rest of the deployment should be standard from here. See attached section from sample configuration file, used for the "scotttest" app LGH customer in order to test.

-- Scott Maxson - 2014-04-07

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