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As a TAC member, I am representing my panel while the TAC comes to consensus about scheduling priorities, proprietary periods, scheduling constraints, recommended times, and TAC Comments to the PI. The goal as a TAC member is to make recommendations for the Director's Review, not approve the requests; the Director's Review relies heavily on our recommendations. To do this, I need visibility to the entirety of a proposal, even the author list (as long as the Dual Anonymous Review Policies allows it). I also need visibility to all of the SRP Comments, Feasibility Comments, and the TTA member's Comments to the TAC. I need to know what the TTA member (scheduler) recommends (e.g., facility reports, proposal summaries) and how it compares to what the PI requested. There is a lot of information to keep track of here so I need slim, efficient views as well as detailed view. Usually in the TAC meeting, we talk through proposals first by the Large Proposal type, then Regular Proposals. We then order by Facility - Triggered - Score, so it would be nice if these were easy "preset" filters (or tabs) for me to jump between. Oh, and I'd like to print out the proposals and the reports in case I won't have access to my computer during the meeting.
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| title | user storiesTAC member responsibilities |
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As a TAC member I want to review Proposals so I can make recommendations for the Director’s Review. |
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| As a TAC member I want to have visibility to all Proposals just as I did in SRPs so I can review their details if needed. |
| As a TAC member I want to modify the Comments to the PI and the TAC comments for the PI for proposals that belong to my panel. | As a TAC member I want access to the Facility Reports so I can understand what can be scheduled. | As a TAC member I want access to the Proposal Summary so I understand what the requested resources are. |
| As a TAC member I want to see the Proposal information which includes Allocation Requests, Author, Co-Is, Abstract, Title, Scientific Justification, Technical Justification so I understand resources of the PI and their request. | As a TAC member I want to filter on proposals so I can efficiently navigate the proposals for the TAC meeting. | As a TAC member I would like there to be a way in the UI to keep track of what Proposals we have come to a consensus on. | As a TAC member I want printable views of the Facility Reports so I don’t have to look at the computer during the TAC meeting. | As a TAC member I want printable views of the Proposal Summary so I don’t have to look at the computer during the TAC meeting. |
| As a TAC member I want to see the SRP Comments, Feasibility Comments, Scientific Merit Metric, and the TTA member’s comments for all the proposals. | As a TAC member I want printable view for one or all of the proposals so I do not have to look at the computer during the TAC meeting. | As a TAC member I would like one of the filter or sort options to be if we have come to consensus on a proposal. |
| As a TAC member I would like the Proposal Summary to compare the time/resources of the Allocation Request vs the Allocation Disposition. |
| As a TAC member I want to see the Allocation Dispositions so I can understand what the TTA member suggests as a Scheduling Priority. | As a TAC member I would like to filter on what proposals are included in the print out because we don’t always discuss the proposals by Proposal ID order or facility agnostic. |
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| As a TAC member I want to know which proposals are Joint Proposals (external and internal) even if I am just reviewing ADs from a single Facility so I can holistically understand the request. |
| As a TAC member I want to some key pieces of information readily accessible to me so I can navigate the proposals in a summary mode and not be overwhelmed by the Proposal details unless I want them. | As a TAC member I want to know if I am conflicted on a Proposal. |
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As a TAC chair, I represent my panel but I also direct the meeting and am responsible for the finalizing the TAC's recommendations. I need to be able to do everything to a normal member does but I also need to be able to make edits to some comments and approve the comments. Mostly I'll rely on the TTA members at the meeting to keep notes for me but I still need some editing powers.
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| title | user storiesTAC Chair Responsibilities |
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| As TAC Chair I would like have boarder access to the Proposals than the normal TAC members. |
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| As a TAC chair I want to modify some information about a proposal or AD. | As a TAC Chair I want to be able to modify the binary metric on External Facilities so I can indicate that they are recommended to be approved or not by the TAC. | As a TAC Chair I want to mark if I have completed my review of the Proposals and the TAC comments to the PI so I can sign off on the TAC recommendations. | As a TAC Chair I want to know who is conflicted on a Proposal. |
| As a TAC chair I want to modify TAC comments to PI |
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| As a TAC Chair I want to know which Panel a Proposal is on. |
| As a TAC chair I want to modify SRP comments to PI |
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As a TTA member, I have many hats in during the TAC meeting. I may be taking notes in the Internal Comments or editing TAC comments for PI or even editing SRP Comments for PI. I could also be editing Observation Specification Dispositions on the fly, so I need access to all of the tools I had prior when I was building the ATM and OSDs. I'll likely just use versioning to make my edits, as I expect the information in the facility reports to be static once finalized for the TAC. However, I know I'm going to be preparing more reports for the Director's Review, based on the recommendations of the TAC.
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| title | user storiesTTA Member Responsibilities at the TAC |
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As a TTA member I want all of the powers that a TAC Chair and TAC member has. | As a TTA member I want access to the same editing powers I had when I was editing OSDs and building the ATM. |
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