bcgov / bcgov/lcfs

LCFS - Initiative Agreement Manager Review and Recommendation View

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Initiative Agreements Medium Story
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Description

**Description:**
As an IDIR IA Manager, I need a dedicated manager review view within the Initiative Agreement module so that I can review analyst recommendations, assess supporting evidence and Designated Action details, and make workflow decisions before forwarding recommendations to the Director or returning them to the analyst.

**Wireframe:**

**Purpose and benefit to user:**
Provides IA Managers with a consolidated view of Initiative Agreement information, associated Designated Actions, evidence assessments, analyst recommendations, comments, and supporting documentation required to perform management review and recommendation decisions. This view serves as the formal management review stage between analyst assessment and Director approval.

**Acceptance Criteria:**

- [ ] Given I am an IDIR IA Manager, When I open an Initiative Agreement requiring review, then I can view all associated Designated Actions for that agreement.
- [ ] Given I am an IDIR IA Manager, When I review a Designated Action, then I can view all agreement details, submissions, evidence, attachments, comments, and workflow history associated with the recommendation.
- [ ] Given I am an IDIR IA Manager, When an analyst has submitted a recommendation, then I can view the recommended credit amount.
- [ ] Given I am an IDIR IA Manager, When reviewing a recommendation, then I can review applicant-facing and internal comments according to permissions.
- [ ] Given I am an IDIR IA Manager, When additional work is required, then I can return the Designated Action to the analyst for further review.
- [ ] Given I am an IDIR IA Manager, When returning a Designated Action to the analyst, then I must provide a rationale for the decision.
- [ ] Given I am an IDIR IA Manager, When I am satisfied with the analyst recommendation, then I can recommend the Designated Action to the Director.
- [ ] Given I am an IDIR IA Manager, When I recommend a Designated Action to the Director, then the recommended credit amount is included in the recommendation package.
- [ ] Given I am an IDIR IA Manager, When I make a workflow decision, then the decision and comments are recorded in the audit history.
- [ ] Given I am an IDIR IA Manager, When navigating the view, then all components support keyboard navigation and meet WCAG 2.2 accessibility requirements.

**Development Checklist:**
- [ ] Create the IA Manager review and recommendation dashboard/view.
- [ ] Display Initiative Agreement summary information.
- [ ] Display associated Designated Actions and statuses.
- [ ] Surface analyst recommendations and recommended credit amounts.
- [ ] Display evidence submissions and supporting documentation.
- [ ] Display workflow history and audit records.
- [ ] Implement return-to-analyst action.
- [ ] Require rationale/comments when returning a Designated Action to the analyst.
- [ ] Implement recommend-to-director action.
- [ ] Create recommendation package generation for Director review.
- [ ] Apply role-based permissions and security controls.
- [ ] Validate responsive behaviour and WCAG 2.2 accessibility compliance.

**Notes:**
- The recommended credit amount must remain visible throughout the approval workflow.
- Workflow decisions must be recorded in the audit history.
- IA Managers have two available actions on a Designated Action recommendation: Return to Analyst or Recommend to Director.
- Returned recommendations should clearly communicate required revisions or additional review activities to the analyst.
- This view should focus on supervisory review and recommendation activities rather than detailed evidence assessment.

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