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Discussion about iCAP recommendations - March 13, 2024

Posted by Michael McKelvey on March 13, 2024

Michael McKelvey, Miriam Keep, and Morgan White have a meeting scheduled on Friday, March 22 to discuss how to structure Recommendations, probably by diagramming on a whiteboard. In the meantime, Michael and Miriam met briefly to discuss iCAP Recommendations while the discussion at last Friday's meeting is still somewhat fresh. Our takeaways:

  • Perhaps we shouldn't use Project Updates after all, but should pattern the new Recommendations feature after Metrics:
    • A Recommendation is associated with a project and contains some additional general information
    • A Recommendation can have many "tracking" updates including at least a status and some notes
    • This would mean that each tracking record for a Recommendation wouldn't automatically generate a Project Update. Is that ok?
  • We also discussed using the iCAP Portal for the Recommendation workflow. We're not sure whether that would reduce complexity or increase it. Further discussion is warranted. Sample project updates with initial recommendation form attached:

We look forward to diagramming this out on a whiteboard in Morgan's office!