bcgov / bcgov/SIMS

Create new Institution Designation Report

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Business
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TypeScript
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Description

_As a ministry user_, _I want_ a report that pulls all institutions and locations in SIMS with accurate profile information and active designation status _so that_ I can reliably identify which locations are currently designated.

Shannon: I came across this when investigating if this report could provide up to date contact information for email distribution lists. This may require engagement with IPDT to determine if this enhancement request is valuable to their team as well.

## Issue Summary ##
There is an Institution Designation Report in SIMS and it appears its primary purpose is to report on the status of designation agreements rather than if an institution is actively designated. I think this report could serve multiple purposes.
Based on the table below, it looks like there are 3 locations Deer U Main, Deer U Vancouver, and Deer U Kelowna that are all 'Approved' under 'Designation Status' column. However, if you look at Expiry Date, Vancouver and Kelowna are expired. In order to determine which one is currently designated, one has to filter for Designation Status is Approved AND the expiry date is in the future. Therefore only Deer U Main is actively designated.
Shannon1.png

In SIMS, under the Designations tab, the report is aligned with this information:
Shannon2.png

Now, in SIMS, under the Locations tab, it shows 4 locations and Deer U Main is the only designated location. But we can see here there is another location (Victoria) that is not designated and does not have a designation agreement. It would be valuable to have all locations visible on the report as well.
Shannon3.png

## Current Behaviour ##

- Institution Designation Report does not simply and clearly show which institution locations are designated.
- Report results do not indicate the designation status displayed on the Locations tab.
- Report does not list institution locations that have not applied for designation.
- Column headings are confusing "Designation Status" vs "Approved for Designation" - neither of them indicate that a location is currently designated.
- Users may incorrectly interpret approved, but expired locations as currently designated.

## Expected Behaviour ##

- Institution Designation Report simply and clearly shows which institution locations are designated.
- Report results include the designation status displayed on the Locations tab.
- Report lists institution locations that have not applied for designation.
- Column headings are not confusing.
- Expired designations should not appear as actively designated unless there is a valid active designation record.
- Impact
- Inaccurate reporting of designated institutions and locations.
- Risk of using incorrect designation information for operational, reporting, or public-facing purposes.
- Users cannot rely on the Institution Designation Report as a source of truth for current designation status without conducting filtering or data manipulation.
- Investigation Notes
- There may be multiple components contributing to this issue, including:
- The Institution Designation Report may be sourcing the wrong status field (e.g., designation decision status instead of current designation status).
- The report logic may not be evaluating designation expiry dates when determining status.
- The authoritative designation status within SIMS may need review to ensure it is consistently available and reported throughout the application.

### Acceptance Criteria ###

- [ ] Institution Designation Report displays the current designation status for each institution location and column is clearly labelled that this is active designation.
- [ ] Column labels on report are clear to the user and do not introduce confusion.
- [ ] Report results match the designation status displayed on the Locations tab in SIMS.
- [ ] Expired designation records are clearly indicated as expired or 'not desigated'.
- [ ] Active designation records continue to display correctly.
- [ ] Testing confirms report accuracy across approved, declined, expired, and active designation scenarios.

Contributor guide

No contributing guide indexed for this repository

Research direction

Start by locating the Institution Designation Report and the Locations tab implementation in SIMS, then compare the status and expiry-date logic used by both. Verify the report against approved, declined, expired, active, and non-applied locations; done means clear labels and results matching the Locations tab.

Written by the indexing model from the issue text.

Assessment

Tech stack
typescript
Domain
analytics
Issue type
Feature
Difficulty
4/5
Estimated time
3-5 days
Activity status
Active
Clarity
Mostly clear
Newbie friendliness
55/100

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