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We need to define how we want to filter, search and sort this view. This section defines the terms for reference.

Filter - A filter hides rows from the view that do not fit the filter criteria. Filter criteria are predefined and, likely, available in a combination.

Search - A search allows the user to type information into a box. A search is ad hoc and evaluates against all available fields. A search removes rows from the view that do not fit the search criteria. Search is most often used for quickly identifying fields that are typed in such as names and household numbers.

Sort - A sort is the process of retaining all information on the view, but presenting it in a different arrangement. The default source for the task list view is distance from the user.

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  1. Filtering removes rows that do not meet the filter criteria

  2. Searching removes rows from the view that do not meet the search criteria

  3. Sorting does not remove rows. It sorts rows based on the sort criteria

  4. Case Confirmation tasks always stay at top in a focus investigation

  5. When there are multiple tasks on a structure they are grouped. This should be the default behaviour.

    1. However, filtering and searching does break the group up. To put it another way, if you filter by intervention unit = Person, groups are no longer displayed. Individual tasks are displayed and users can directly enter the form.

      1. In some cases, users have the ability to edit tasks that are already complete

        1. (Samuel Githengi , I need help figuring out what to do in this situation)

        2. Discussion:

          1. When searching for family or person level tasks, we need a way to display that that task is associated with the family

          2. Feature: We should have rules around editing complete tasks.

            1. It would be valuable to add rules like this either on the task data model or the plan.

          3. Feature: We need to figure out the association between

  6. Filters, Sorts and Searches do not persist after the user leaves the view

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This section will be completed in conjunction with the Ona design team.

To be designed:

  • Search View

  • Filter View

  • Ungrouping tasks that are filtered on or searched for