Redesign plan-creation page to enforce template access rules and simplify UI #3534
Description
Problem
In the current plan-creation page, it is possible for a user to use an organisation's template even though the user is not a verified member of that organisation.
For example, suppose a user goes to the plan-creation page and then selects an organisation, say organisation X, that they are not a verified member of in the "Select the primary research organisation" field. Then, if the user checks the "No funder associated with this plan or my funder is not listed" box, the user can choose from one of the selected organisation's templates in the now-visible "Which DMP template would you like to use?" field. However, only verified members of an organisation should be able to use that organisation's templates.
Solution
To solve this problem, we will change the plan-creation page. The plan-creation page will consist of a grouped dropdown menu, and the following wireframes show the dropdown collapsed (on the left) and expanded (on the right):
In the expanded dropdown, there are three groups, with the first group being "<institution_name> templates". Importantly, it is only the user's organisation's templates that are displayed in this group (and the user is a verified member of that organisation). The second group in the dropdown contains the global templates (new feature). And the third group contains the funder templates, which are considered public and so can be used by any user.
In addition, the new plan-creation page will benefit users by having a smaller and simplified field set of three fields (whereas the current create-a-new-plan page has effectively seven fields).