Professional Documents
Culture Documents
Background: As part improvement and enhancement of the bank's Learning Management System
(LMS), there is a requirement to integrate a digital library feature. This feature will allow users to
access various documents related to the bank’s operations and policies seamlessly. The digital library
aims to improve accessibility, searchability, and management of documents within the LMS platform.
Objective: The objective of this change request is to enhance the existing LMS by adding a
announcement feature, enabling users to browse, search and manage documents effectively.
Proposed Features:
For Authors (Content Creator/Administrators):
1. Document Type Management:
Ability to create and manage Document Types as master data for the application.
Document Types will appear as a dropdown menu while creating a document, allowing
authors to categorize documents effectively.
Estimation: 2 Weeks
2. Document Upload:
Capability to upload documents in various formats (text, ppt, pdf, excel, etc.).
Option to attach appropriate metadata such as title, description, department, category,
permissions, and Document Type.
3. Document Publishing:
Flexible to publish all access levels (e.g., Regions, Circles, departments-etc.
Estimation: 2 Weeks
Comment: Implementing the feature to publish documents across different access levels
involves creation of frontend screens, backend API creation, Database changes and
integration with the existing permission system.
4. Document Management:
Functionality to archive documents that are no longer relevant or valid.
Option to extend documents' validity period if necessary.
Ability to modify documents.
5. Metadata Management:
Tools to manage metadata associated with documents, including editing, updating, or
metadata fields.
Comments: Building tools to manage metadata associated with documents. This includes
creation of UI screens, backend API development, and database changes.
Comments: Introducing a flag for download restriction involves UI changes, backend API
changes etc.
Comments: Implementing seamless access to the digital library from within the LMS
interface involves frontend changes and potentially extending backend APIs to facilitate this
integration. Browsing, viewing, downloading, and printing functionalities will also need to be
developed separately on the frontend and backend.
2. Advanced Search:
Advanced search functionality allowing users to search documents by keywords, titles,
departments, categories, or Document Types.
Filters to refine search results based on relevance, date, or document type.
Reporting:
Implementation of a "Mark as Read" button for end users to indicate their interaction with documents.
Estimation: 1 Week
Comments: Implementing the "Mark as Read" button for end users involves frontend
development to create the button within the document interface. Additionally, backend API
enhancements are needed to capture and record user interactions.
Records of end clicking the "Mark as Read" button, will be captured in reports.
Estimation: 1 Week
Comments: Creating reports on end users clicking the "Mark as Read" button requires
backend development to capture and store these interactions on the database. Additionally,
frontend changes may be necessary to display relevant information to administrators or users
with reporting privileges.