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Disclosure Data Export

Overview

This user story covers the functionality for exporting disclosure request data to CSV format, enabling staffing companies to analyze request patterns, response rates, and other metrics for business intelligence and reporting purposes.

User Stories

US-CD-03: Export Disclosure Request Data

As a staffing company user,
I want to export a CSV listing of disclosure requests and their status,
So that I can analyze response rates, track verification progress, and generate reports for management.

Acceptance Criteria

Scenario 1: Basic Data Export 

Given I am logged in as a staffing company user
When I access the disclosure management dashboard
And I click the "Export Data" button
Then the system should generate a CSV file containing all disclosure request data
And the file should download to my device

Scenario 2: Filtered Data Export 

Given I am on the disclosure management dashboard
When I apply filters to the disclosure requests (e.g., by status, date range)
And I click the "Export Data" button
Then the system should generate a CSV file containing only the filtered disclosure request data
And the export should maintain the same filtering criteria as the dashboard view

Scenario 3: Selecting Export Fields 

Given I am initiating a data export
When I click on "Customize Export"
Then I should be able to select which fields to include in the export
And I should be able to save my field selection as a template for future exports

Scenario 4: Handling Large Data Sets 

Given I am exporting a large number of disclosure requests
When the export process is initiated
Then the system should display a progress indicator
And the system should handle the export efficiently without timing out
And I should receive a notification when the export is complete

Scenario 5: Export with Response Rate Analytics 

Given I am initiating a data export
When I select the "Include Analytics" option
Then the export should include calculated response rates
And the export should include average time-to-respond metrics
And the export should include completion rate statistics

Scenario 6: Scheduled Exports 

Given I am logged in as a staffing company administrator
When I navigate to the export settings
Then I should be able to schedule recurring exports
And I should be able to specify the frequency (daily, weekly, monthly)
And I should be able to configure automatic email delivery of the exports

Dependencies

  • Disclosure management dashboard
  • Disclosure request functionality

Notes

  • All exports should comply with data protection regulations
  • Personal identifiable information should be appropriately protected in exports
  • Export functionality should be optimized for performance with large data sets
  • Export history should be maintained for audit purposes