SRQ7.18 - Adding Team Members
- Dominant language
- Python
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- 3d 18h
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Description
**Given** a user is managing Site Visit Team members in the Site Visit record
**When** the user wants to add or edit one or more Team Members
**Then** the interface should allow for in-place editing and addition of Person names only
And the workflow should remain on the same screen without redirecting to a separate edit page
And the user should be able to add multiple entries in one session before saving
**Acceptance Criteria:**
- [ ] The autocomplete/search list for adding or editing a Team Member shows only Person names, not Company names
- [ ] Person names are pulled from a verified and appropriate source table
- [ ] If no matching Person is found, a message like “No Person found. Please check spelling or add new Personnel.” is displayed
- [ ] Clicking the Edit icon beside a Team Member allows the user to edit inline, in the same location on the Team view
- [ ] Clicking Add Team Member displays a blank input row directly beneath the existing team list
- [ ] No navigation away from the Site Visit Team page occurs for add/edit actions—no page redirects
- Editing and adding allow input of:
- [ ] Person name (search or select)
- [ ] Role/Responsibility
- [ ] Date(s) of participation (if applicable)
- [ ] Edits and additions can be made to multiple Team Members before saving
- [ ] A Save/Cancel button group appears only once at the bottom of the list when changes are detected
- [ ] Canceling reverts all unsaved changes made during the session
- [ ] The system does not block adding new entries if the Site Visit Team section is incomplete or not yet saved
- [ ] If required fields are missing, clear inline validation messages indicate what must be completed
- [ ] User can add multiple people in a single session (e.g., bulk entry of 5 to 40+ names) without page reloads or save interruptions
- [ ] Scroll position and focus are retained during in-place add/edit to avoid disorientation
- [ ] Editing and adding Team Members is also possible from the main Details view, not just from a secondary edit mode
- [ ] The experience is optimized for teams of 40+ people, with minimal lag and responsive UI
**Background from SMEs UAT1 Feedback:**
- Pass because we can add new Team Members, but fail because it’s not entirely workable: - We see both Person names and Company names, which is incorrect. It should only show Person names.
- (Similar to editing site record data), in the Site Visit Team view, when user clicks on Edit tool to edit a Team Member, it should open the editing tools/box on that same page, in the place of the person’s Team Member data. It’s not workable to click Edit on a person and get punted to a separate Editing screen. This process will be slow and onerous for 5+ names, and we get teams up to 40+ people; process needs to be more swift and streamlined.
- Similarly, when adding a new person, it should happen directly in the Site Visit Team view, below existing Team Members (not in a separate Edit page).
**- Still a bug. Not allowing SMEs to add multiple names. We are stuck at "Site Visit Team" and if this isn't saved, we cannot add new entries.
- Users should also be able to edit from the main Details view display page as seen in the screenshot below. It is currently redirecting to a separate window and very tedious when there are multiple (5 or 40+ in some cases) names to be added/updated.**

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