Add filters and columns to import profiles screens for zone, protocol, scheduling, status
The Import Profiles screen has few options for narrowing the list of profiles if one isn't certain of the profile name, or if descriptions are too similar. Please add filters and columns to the display screen--preferably sortable columns--for fields that distinguish the zone, scheduling, and status for import profiles.
Priority 1, Zone: Users should be able to clearly see whether an import profile is using the network zone or the institution zone for an import profile, as this affects the workflow and processing of records being imported.
Priority 2, Status: While the Active/Inactive status of a profile may be useful for limiting what appears on the Import screen (Resources > Import > Import), when viewing the profiles via Manage Import Profiles, users will want to limit or sort based on whether a profile is active or inactive.
Priority 3, Scheduling: When viewing the Manage Import Profiles screen, it should be clear to users whether an import profile is scheduled to run regularly or is used on demand only. At minimum, display scheduler status of active or inactive. Preferably, if scheduling is active, display the scheduled day and time.
Priority 4, Protocol: When viewing the Manage Import Profiles screen, it should be clear to users whether an import profile is configured for upload from the user desktop or from an FTP server. A column display should indicate FTP, upload, or OAI.
Ted Schwitzner
shared this idea
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To elaborate on "Zone", this would be a column or filter that checks the import profile for the "Use Network Zone" value. If checked, filter/display as "Network"; if not checked, filter/display as "Institution"