chriswoodut wrote:Plus, there's a cognitive leap to make from the menu title Full-time Missionaries to thinking that would also include returned missionaries and their "my plan".
I'm not sure what it's like for other organizations, but I would have been hunting for this under "Reports" or something similar.
chriswoodut wrote:Then only making it visible to those with access (which I understand is a UI trend) means ward clerks can't point the bishop in the right direction as they have no idea where "My Plan" would be even if they knew this menu item existed since it is hidden to them.
Suggestion: make all unit options visible to the clerk, but gray out the ones he doesn't have access to. That way, the clerk is aware of it's existence and can guide the bishop, but he doesn't have to click on it to know he'll get "access denied". I wouldn't suggest that globally for other callings, or you'll get even more complaints on why someone doesn't have access to something. I say "unit" so the ward clerk only sees bishop-level options, but the stake clerk sees the stake president-level options.
chriswoodut wrote:I wish we'd switch to a dashboard approach that is somewhat customized to the calling. Then a bishop could see the My Plan on his dashboard and know it exists. But, as a ward clerk I could see move ins/outs on my dashboard rather than having to remember to check the reports proactively.
While I can see the benefit, it would make any kind of user-to-user support (including clerk to bishop) even harder.
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