1. TOP-003 Data Library Detail Design Discussions October 5th, 2016

2. Technical Requirements
Secure Upload / Download Documents to Central Location for Sharing with entities
Subscribe to notifications when document changes
Possible enable acknowledgement of new documents for compliance tracking?
Document Categories – Modeling, Real-Time, Forecast, Procedural
Global Area – POC List, Data Specification Template, Guidelines for Document Hosting Site
Top Level Folder & Subfolders
Entity-to-Entity Folder

3. Location PeakRC.org Operating Libraries? TOP-003 Data Library?
Description Language?

4. Tabs View vs. Folder Approach
Flat Tabs instead of Hierarchical Tree View Structure?
Need More Categories?

5. Document Uploads Tab
One Area to Upload ALL Documents

6. Document Uploads Tab
Documents are Uploaded in a Folder-Subfolder Navigation

7. Document Uploads Tab
Documents are Uploaded in a Folder-Subfolder Navigation

8. Document Uploads Tab
Documents are Uploaded in a Folder-Subfolder Navigation

9. Document Uploads Tab
Upload Documents have “Folder Attribute” – to identify / filter which Tab it will reside in

10. Uploading Entity-to-Entity Data
Upload Documents with option to Limit Permissions

11. Alerting
Alerting on Company Folder Level

12. Alerting
Alerting on Individual Company Sub-Folder Level

13. Alerting
Alerting on Individual File Level

14. Alerting
Creating Alerts

15. Alerting
Managing Alerts

16. POC List Site Datasheet Mode unable to place nicely with the tabs
Will have capability to filter on Category
Need List of Categories?

17. Acknowledgement Tracking
Still Under Development
[Update 10/05/2016] This requirement has been dropped, and no longer in scope.

18. Other Notes for Discussions
Folder / Sub-Folder Structure needed to Manage Permissions
Locking down Permissions limited to Individual Files - Folder Permissions will be managed by Peak
Stay Away from Too Many Subfolders – URL Length becomes a problem
Data Specification Document versioning – Recommend maintain versioning by File Name

19. Other Requirements?
Discussion of Other Requirements ...

20. Gareth Lim (glim@peakrc.com)