Improve UX and streamline cohort creation

[RoyMudie]

This is a list of planned changes for the purposes of increasing the usability around Cohort creation for RDMP.

At its most basic level RDMP should:

• Provide descriptions for all tasks and actions - either through visible prompts, clearly worded actions or tooltips that can give further details for an action.
• Provide guidance for the next step to take in the extraction of data – it should be clear to the user how to advance to the next stage of an extraction. In principle, a clear “next” button (or wording to a similar effect) should provide clear direction for the user for how to advance.
• In addition, if the user wants to “stop” once that stage has been completed, there should be the option to show the results of their last action.

For the purposes of defining a workflow, for the creation of an extraction, the following process is going to be refined:

1. Create a project
2. Create a Cohort Builder Query
3. Add Catalogues to the query
4. Add filter to the Catalogue query
5. Committing a Cohort
6. Create Extraction Configuration
7. Running an Extraction Configuration

Create a project

1. Right click menu on blank space – update wording to “Create New Project”

User Guidance

1. Update New Project Window:

• Align elements neatly
• Hide Cohorts and Database options unless “Define Cohort and Datasets Now” is selected
• Change “Execute” to “Create Project”

2. A new project should NOT create a blank “Cases” extraction configuration

Create a Cohort Builder Query

User Guidance

1. Update Title bar of Cohort Query Name to “Cohort Builder Query Name”
2. Update “Cohort Name” to “Cohort Builder Query Name”
3. Add "Template" options for "Empty Cohort Builder" and "Include/Exclude Cohort Builder"

Add Catalogue to the Query

Add filter to the Catalogue query

User Guidance

• Warning for "SET containers cannot be empty" should include message to inform user: "Either Add a Catalogue or Disable/Delete this container if not required"
• Double clicking a empty SET should fire "ExecuteCommandAddCatalogueToCohortIdentificationSetContainer" event.
• ExecuteCommandAddCatalogueToCohortIdentificationSetContainer event needs a description along the lines of "Select the Catalogue to Add to this Container"
• AggregateEditorUI needs an overhaul...

Committing a Cohort

User Guidance

For the ConfigureAndExecturePipelineUI the "Show Project" and "Show CohortIdentificationConfiguration" arenon-functional in a sense that you can't do anything once you select them because of the modal popup. Additionally the burger menu has no function, cohort title isn't obvious what it is and the window title isn't meaningful to the user. Suggest that the user interface so that:

1. The Window Title is more meaninful to the request (maybe the "Task" could go here?)
2. The top bar is removed
3. Where "Task" currently is, add dynamically displayed meaningful information about the pipeline request e.g. Project Name, CIC Name, Cohort Name, Cohort Database it's being saved to.
4. Add "1. Select Pipeline" and "2. Execute Pipeline" groups around the functions in the dialogue so it's clearer to the user what to do.
5. Once Executed, show/enable "View Committed Cohort" button that highlights the Cohort in the tree
6. Once Executed show/enable "Create Extract"

Create Extraction Configuration

User Guidance

When creating a new Extraction Configuration via ExecuteCommandCreateNewExtractionConfigurationForProject it should ask you for the "Extraction Configuration Name" (auto populate with "Extraction for #PROJ_NUMBER#") and then automatically pop up the "Add Dataset to Extraction Configuration" (ExecuteCommandAddDatasetsToConfiguration) window.

The "Add Package To Configuration" option for a Extraction Configuration should be deprecated and the Catalogue selection option should show both Catalogues and Packages

Add Right Click menu for Extraction Configuration to the white space of the ExecuteExtractionUI as there is no option to add anything from here.

Add options for "Open Extraction Directory" and "Create Release" on the ExecuteExtractionUI that are enabled once an extract has been run.

Running an Extraction Configuration

User Guidance

ExecuteExtractionUI make the tree look like:

• Globals
• Extraction Name
  • Cohort (floated to the top with no tick box)
  • Dataset Name1
    • Filter1
    • Filter 2
  • Dataset Name 2
  • Project Specific Catalogue 1

Move "choose pipeline" down into the "controls" area for Extraction and Release editors

Add page description informing the user what to do.

Update help text and instructions.

Add "Create Release" button once an extraction has been run.

Add "Checks Complete" and "Extraction Complete" dialogues so it's obvious to the user what happened (as this sometimes take a long time so it's not clear to the user the checks are complete)

Running an Release

User Guidance

Catalogues Panel

• For the New menu update so that it has the following options:
  • Catalogue from File
  • Catalogue from Database Table
  • Catalogue from Aggregate Configuration??
  • New Imaging Table??
  • Empty Catalogue