CS Milestone 7

• Backend developments were done to enable the import of Persons and Institutions using a CSV file.

The tool’s user interface is being improved for its launch.

• The Requestor and Recipient fields was integrated with the Contact Relationship Manager.

• The number of Total Items in a shipment transaction is now reflected in the main data browser.

• Institutions and their addresses are now properly matched and displayed when selected.

• You can expect to encounter no error when:

  • populating the fields in the Basic tab, and

  • generating legal documents from the Documents tab.

• You can now link a template to a domain endpoint when you are creating its connection.

• All templates that are connected to a domain, tool, or program can now be accessed via the printout button ().

  • Only users with permission to print can view/access this button.

• In the Templates tab, the new 🔍 button lets you send a printing order directly to a printer.

  • You can also specify if you wish to print every n^th entry/plot record in the occurrence via the Page/item Intervals field in the modal window.

• A germplasm attribute report template (sys_germplasm_report) has been added to the tool’s System Templates.

• When generated, the Materials Transfer Agreement (MTA), Standard MTA (SMTA), and Field book templates reflect the sender’s and recipient’s institution information as provided in the shipment transaction.

  • This is possible due to the integration with Tenant Management.

• You no longer have to close the search string using a pipe (|) in the Experiment ID field when you generate templates made using GraphQL.

  • The new format is [exp id1, exp id2, …].

• The Printout tool can now be accessed in the Shipment Manager and Batch Manager tools.

• The 100-item limit on downloaded shipment list contents were removed.

• API improvements were done to ensure that printout reports are quickly generated, especially for occurrences with a large number of plots.

• You can expect to encounter no errors when update a connection’s parameters.

• Backend developments were done for this tool’s launch.

  • Prototypes were also prepared for demonstration purposes, and

  • Core Breeding GraphQL is used to retrieve data from the domain’s database.

• Reports can now be generated in the Shipment Manager using the new printout button.

  • This feature is available in the items tab and the main data browser.

  • Only users with permission can access this feature.

• The Role-Based Access Control (RBAC) is configured for the following functionalities. This lets admins allow or prevent users from:

  • changing an item’s status,

  • deleting a shipment, and

  • updating a shipment.

• The bulk update modal window was improved.

  • You can bulk update the RSHT values of all items by importing them from Core Breeding.

    • The value is taken from the seed attribute.

• You can now add columns for genetic stock and origin in the Items data browser via the Personalize Grid Configuration settings ().

• Full names are also properly displayed in the tool’s data browsers.

• Backend developments are being done for the incoming seed shipment functionality.

• The bugs causing difficulties loading the tool, accessing the data browser, and displaying the correct institutes linked to user profiles have been resolved.

• Backend developments were done in preparation for this tool’s launch.

  • This tool enables data managers to create new or manage existing workflows in the EBS.

  • A prototype was prepared for demonstration:

    • You can link this to a specific product in a domain, where the workflow will be executed.

    • The security of the workflow can be defined by identifying programs, users, and roles.

    • You can design the workflow using three stages: phase, stage, and process.

• The tool features new templates to be printed on envelopes for some of CIMMYT’s nurseries and trials.

  • The following templates will contain CIMMYT’s logo and QR codes:

    • 10-, 60-, 80, and 500-gram envelopes for nurseries, and

    • 10-, 60-, and 500-gram envelopes for trials.

• Standard printout templates are now configured in the tool.

  • These include sample list, tags, and labels.

• EBS administrators can now create templates that display data from multiple occurrences, provided that the reports use GraphQL.

  • You can do this by using this input format for Experiment ID:

    • |[exp id1, exp id2, …]|

  • Example: |10,52,87|

• Shipment transactions are now sorted according to the date of creation, with the newest ones displayed at the top of the list.

• You can also opt to use the system-generated shipment name or create your own.

• The Upload Document modal window pops up when attaching relevant files for your shipment transaction in the Documents tab.

• Backend developments are being done for the incoming seed shipment functionality.

• Error messages were improved and are now properly shown throughout the shipment submission process.

• Pagination errors in the data browser were also fixed.

• You can now download the list items from your shipment transaction in the Items tab.

• The following templates were created and improved. These will soon be available for download via Core Breeding’s Experiment Manager tool:

  • season summary report template, and

  • Field book template.

• The Core System’s API documentation for existing reports can now be accessed by EBS administrators via the icon in the menu bar.

• Initial functionalities for the email messaging feature is now available in the Email Template.

  • EBS administrators can create custom templates for email communications to be sent to users for notification purposes.

• Admin users can now configure a user’s profile using the new Permissions tab.

  • You can specify the user’s roles, service providers, and teams via the new modal window.

• The Addresses, Permissions, and Additional Information tabs are now arranged properly in the lower section of the tool’s data browser.

• Backend configurations were done to adopt the Breeding API standards.

• You can expect to encounter no errors when editing a user’s role/s.

• The bug blocking the creation of a new user profile has been fixed.

• You can now add addresses to a user’s profile.

  • This will be placed below the user’s designated primary address.

• Changing the assigned primary address for a user now proceeds with no error.

• You can expect to encounter no errors when you create a unit in the Contact Relationship Manager tool.

• The pop-up message was removed when you turn the CGIAR toggle on and off in the Contact Relationship Manager tool.

• All domains now display their respective versions for the reference of data managers and users.

  • The placement of this information depends on the domain.

• An improved modal window message is now featured after adding and editing a user’s profile.

• Admin users can now delete a role.

  • User profiles with the deleted role will automatically have their permissions list updated.

• The tool has enabled notifications to breeders and lab managers after a genotyping request is submitted.

  • These notifications are facilitated in the Request Manager and Genotyping Service Manager tools.

  • Breeders will receive a notification after submitting a genotyping request. They will also be notified when lab managers edit and approve the request.

  • Lab managers will receive a notification informing them of a submitted request.

• Admin users can now export selected printout templates for use in other EBS environments.

• When creating templates and connections, the modal windows remain active and can only be closed using the save, cancel, and close buttons.

• The default number of records shown in the browser is set to 100.

• Each transaction will now have a unique shipment name following this format:

  • ProgramName-YYYY-MM-DD-UniqueTransactionNumber

• In the Items tab, an RSHT (Routine Seed Health Test) column will be displayed for IRRI users, while a GHT (Germplasm Health Test) column is displayed for IITA and CIMMYT.

• An improved EBS landing page is now enabled, featuring new looks for the domain entry points.

  • The tools feature a new Favorites button () that lets you select your most used tools.

  • Brief descriptions for each domain and their tools are also displayed.

• A diagram showing the hierarchy of the EBS crop implementations and the teams under these can now be accessed.

  • The user roles and institution data are configured in this organizational chart.

  • The advanced view can now be in expanded or collapsed format.

• New users can now properly access the EBS portal landing page and access the domains from there.

• The toolbar is now rid of multiple program names to which a user belongs.

• Relationships between user profiles and institutions are improved.

  • Admin users can now create multiple addresses for an institution.

  • Admin users can also link one of the institution’s addresses to a user profile and designate it as primary.

• The listed profiles in the data browser are now arranged in alphabetical order.

• You can now view the contact type, tenants, and addresses associated to a user’s profile from the CRM data browser.

• An improved error message is shown when creating units to inform users that the unit must be created in both the Core System and Service Management databases.

• Updates made to a user’s contact type is now properly saved.

• You will now be informed if you entered an invalid email address.

• The listed profiles in the data browser are now arranged in alphabetical order.

• The delete button that was previously enabled beside the Admin role is now removed.

• A standard format has been prepared for the legal documents needed for shipment transactions.

  • Templates are prepared for the following documents:

    • SMTA/MTA , Import Permit/Certificate, Phytosanitary Certificate, Seed Request Form, and Written Statement of the Requestor’s Institution Acceptance,

    • SMTA/MTA templates are prepared in PDF format with the specific details of the selected shipment transaction.

  • These templates can also be uploaded.

• By default, the data browser can now display 100 templates at a time.

• Non-admin users are now properly restricted from editing and deleting printout templates.