Improved JO and Reporting

I recently went through having to manually review close to 600 programs to determine what was actually active, what is being used, etc. While this volume is not a typical experience, it really highlighted the atrocious state JO is in in terms of reporting and bulk management and is in dire need of assistance.

Rather than making posts for each one right now, here is the wish list:

• In the Programs List UI:
  • More statuses than “Active” to describe programs that have not been Paused or Stopped, but are really doing nothing.
    • Expired: I found 100+ Programs that were “Active”, and had recurring schedules, but those schedules had expired 1+ years ago.
    • On Demand: I found 400+ programs that were either a CSV upload (yes, I know there is a Source that can tell you this) OR some type of query that was not scheduled.
  • Have a column for scheduled start and one for scheduled stop for each program that is sortable and filterable. If a program has more than one query I’m sure there’s a way to expand that.
    • Bonus points if, like rule executions you can set notifications for when a schedule is going to expire.
  • Column for Schedule Description (e.g., runs daily at 4PM EST)
  • Column for Pause On Datetime
  • Column for Stopped On DateTime
  • Column for Last Run Date
  • Column for Next Run Date
  • Column for Created Date
  • Column for “Description”
  • Folder Name (what folder is the Program in) and have that FILTERABLE
    • I would especially be interested to see what programs are NOT in one or more (or any) folders. The fact you have to go into a folder or edit the program itself to see where it is is vexing.
  • Ability to Change the columns and order you see on the list and HAVE IT STICK. The fact you can re-order columns is useful now but they aren’t sticky which is so irritating.
  • Filters on all of the columns. Also sticky.
  • Sorting on all of the columns. Also sticky.
  • Programs Per page - when you change it, make it sticky.
  • The stickiness, filtering and sorting should be per user, with an easy way to reset it.
  • Include Timezone for all of the datetime fields, or at least somewhere on the page. (Better yet solve these problems 

     and 

     

• Bulk Actions in Programs List:
  • Select All (select all that you’ve filtered, with an additional option to select ALL regardless of filter)
  • Pause/Stop/Delete Programs(s)
    • You can add an extra safety measure by having the admin type in the action (e.g., STOP) if they try and stop more than one at a time.
    • This should also be behind a permission set so only some users can bulk update things - not anyone that has JO access.
  • Toggle the Participant Sync on/off
• General:
  • At least with older programs, you can’t Stop a program from a Paused state. You have to resume it and THEN stop it which is nonsense.
  • Add a description field for each program you can edit, just like with Rules, so it shows up in the UI
  • All of this program metadata should be available and reportable in reports as well.