Comments and Query

From UG

Contents 1 Intro 2 Business Needs and Requirements 3 Component Specs 4 v2.0 5 v2.0.a 6 Dev Links 7 SOW 3 7.1 Com Functionality 7.2 DB Report 7.2.1 [Changes 7/20/2012 - Denise] 7.2.2 [Changes 8/6/2012 - Perry - discovered during UAT] 8 SOW 5 9 SOW 6 9.1 Core Requirements 9.2 Functionality 9.2.1 Common Updates 9.2.2 Tab-Specific Updates 9.2.2.1 Internal App 9.2.2.2 Client App Com tab 9.2.3 "Reply" functionality 9.3 Design 9.4 Related Functionality 9.4.1 Master Comments Tab 9.4.2 Virtual Group Comment Option 9.5 Bugfixes 9.5.1 Common issues 9.5.2 Communication Log (all UIs) 9.5.3 Internal ICOM 9.5.4 Internal COM 9.5.5 Client COM 9.5.6 EA Portal (ASN1) COM 9.5.7 ASN2 Portal COM 10 SOW 7 10.1 Core Requirements 11 See also

[edit] Intro

This CT2 component covers functionality of Com, ICom, Query Tabs

[edit] Business Needs and Requirements

A tool is needed in order to preform queries and update all parties on current shipment status.

The jaguar user should be able to have a comment form where users can:

• add comments from a customizable predefined list.
• update comments for individual ct or grouped ct's.
• have the ability to email those comments to any parties.

The Jaguar user should be able to query info from an e-mail form where users can:

• e-mail a query to any parties listed on a predefined contact list.
• have a record of the history of their query attempts.

[edit] Component Specs

Comments Tab

• Drop Down Menu containing 13 predefined shipment status which once selected populates the same status on a Comment Text Box.

• Comment TextBox is an editable alpha-numeric text field where a user can type in their comments.

• Insert Comment Button posts the comment on a the comment form with operator name & time/date stamp.

• Post entries are a 2 cell table that contain the following:

Cell 1:

• Non-editable
• 24h time format with time zone
• Mon-DD-YYYY,
• First Name, Last Name of the comment poster.

Cell 2:

• Non-Editable Comment that was posted.
• Where the post was sent to.
• Vertical Scrolling

Post entries are visible once comments are added. Subsequent Posts are added directly below the previous post. Default is Blank.

• Dropdown Menu listing all Jaguar users that can be added added or removed to an empty send list TextBox

[edit] v2.0

Add admin panel (for now to Admin > Client App):

• User Accounts - non-jag User prof events
• Authorization - non-jag autorisation/MOT of CT event
• Comm Center - for Client App
• Shipment Queries - for Jag App

[edit] v2.0.a

Spec is updated for E-mail Query Log history.

• See figure below
• To: Operator of last change, unless it is a reply message to client (refer # 1 from the figure)
• Message is submitted from Query tab via operator, it MUST show on the E-mail log history ONLY (do not show on comm center tab in client interface) unless if it is a reply message from operators to clients.
• Message is submitted from Comm Center tab via client, it MUST show on the the E-mail log history for BOTH comm center tab in client interface AND query tab in Internal interface
• Message is submitted from client MUST show on the query log history on Query tab with "reply" button

Step: when operator would like to reply a query to client

• Operator clicks "reply" button
• Email changes from "To:" section to a specific client
  • Ex, If operator clicks reply button on # 2 from figure, "To:" client email address will be automatically replaced as tirarenfrew@yahoo.com
• operator submits the query
• message will be sent to client's email and also shown on Comm center and Query tabs' query log history
• then "To:" email is automatically updated back to operator of last change

NOTE:When operator add a message comment, message comment MUST be sent to:

• • Client (receiver)
  • Operator of last change (sender)
  • BCC list (blind copies to people at Jaguar such as Simon and Marc. This should be set in Internal App>Admin mode)
  • CC list for Jaguar user(s)

• There is a case of the operator of last change and the sender are 2 different person.

Please check to include both of them for the case of the operator of last change and the sender are a different person but for the case of the operator of last change and the sender are the same person, send it once(one copied email).

[edit] Dev Links

• Related mantis: ...

[edit] SOW 3

0003499: Add - Pre-Alert Ck box to Icom Tab & Pre-Alert DB report

Request came after an air shipment that was sent from the UK to the US, without any prior notification to the NY office, collected many days of airline storage fees at a nominal amount of $ 5000.00. It was noted that the reason this shipment was never reported on any of the DB reports was due to a 3 day holiday weekend in NY and all of the updates were done automatically by the Air_Status_EDI feature.

Therefore the following requirements were received from Marc and it is for 2 separate components - first is the Com Tab & second is to add a DB report based upon the added Com functionality.

[edit] Com Functionality

• Add Pre-Alert Sent checkbox to Com tab

• Add read only textbox and log the Users Name, Date & Timestamp of who/when set the Pre-Alert Sent checkbox

[edit] DB Report

• Add Pre-Alert DB Report for any MOT Air & Ocean CT records that have these 2 conditions satisfied:

• MOT Air:
  • Report immediately after the CT_bo#Airport_Of_Departure_Actual_Date is set and Pre-Alert checkbox is unset.

• MOT Ocean:
  • Report 72 hours after CT_bo#Port_Of_Loading_Actual_Date is set and Pre-Alert checkbox is unset.

[edit] [Changes 7/20/2012 - Denise]

Changes for Dashboard report:

1. Report takes 60 secs to load results - not acceptable.

2. Add start date logic for report of Jul 15, 2012 (this is so not to list old records on report).

3. Change ATD value to = the last ATD value set

4. Change Pre-Alert Modification value = the last value set

5. If CT has ATD has empty AND pre-alert check box has empty DO NOT show on report.

Changes for Pre-Alert feature:

1. Move Pre-Alert check box to Com tab and place in upper right hand corner.

2. Rename check box "Pre-Alert" to "Pre-Alert Sent"

3. Add "Pre-Alert Sent" template to Com tab's list of templates.

[edit] [Changes 8/6/2012 - Perry - discovered during UAT]

1. Dashboard report should only report on lowest CT# in the group - not all records in the group.

2. When a user checks or un-checks the Pre-Alert sent checkbox, it should apply to all CTs in the group.

3. Pre-Alert checkbox should be implemented in the Master Comments Tab as well.

3a. When a user selects Pre-Alert Sent comment template, it should automatically check Pre-Alert Sent in the Master Comments tab, as well as automatically select "Add Comments to All CTs included in Master" and check the pre-alert box for all CTs in the master.

4. Currently, the Dashboard report displays deleted records. Please fix.

See Mockup for 3a:

[edit] SOW 5

Possible, future implementation for this feature and if so, will be covered under a separate Mantis #.

After SOW 3 is fully implemented, Marc asked about possibly having the system automatically check the pre-alert checkbox in Icom tab based upon the following conditions:

• User manually inserts the following comment: “Pre-Alert Sent” AND
• Send a comment to themselves or other Jaguar users.

This was asked, so that upon the user entering the comment, the business team can use this e-mail to forward onto their other business colleagues with their full pre-alert attached.

[edit] SOW 6

0003937: [ASN 20] ICom/Com re-design

[edit] Core Requirements

• Extend the scope of communication center in CT2 to provide the sending of comments to all possible recipients via e-mail
• COM Tab functionality and design should be similar in all User Interfaces (UI) of Cybertrax:

• CT Client UI (Client Application)
• ASN Client UI (Client Application)
• Jaguar Operator UI (Internal Application)

• Specific features should be kept for each type of COM tab (e.g. Pre-Alert for Internal)
• Possible List of "COM" recipients (users involved with a CT2 Record):

• CT Client UI: Client User, Jaguar User
• ASN Client UI: Client User, 3PL (Jaguar User in approved for CT2 only), Shipper User, Planner User
• Jaguar Operator UI

• ASN record: Client User, Jaguar User ( visible approved for CT2 only), Shipper User, Planner User
• not ASN record: Client User, Jaguar User

[edit] Functionality

[edit] Common Updates

• IMPORTANT! For ALL tabs below:

• User should be able to leave comment without sending an email (if no one recipient added into "List of Recipients").
• The sender must receive a copy of a comment (IF e-mailed ONLY) in each UI.

• If the comment is “posted” only but NOT e-mails then NO COPY is required.

• “Insert Manually” feature should be implemented as separate section on each tab excluding Internal ICom tab.

• For manually inserting we use both one-address line and list window features.

• We use one common list for all addresses selected to sending the message.

• Re-use "Selected CC List" and rename it to “List of Recipients”.
• In the header of the “List of Recipients” need to insert a message stating:

• a) “this comment will be e-mailed to the following recipients” or
• b) “this comment will not be e-mailed unless at least one recipient is added”.

• Default “To” should be included in the list on form, just after the “From”.

• Next to it should be a “clear” button.

• When “clear” pressed, default “To” is to be hidden and also be removed from “List of Recipients”. “add” button should be displayed.
• When “add” pressed, default “To” should appear according to UI which it belongs. Also add it to first position of “List of Recipients”. “clear” button should be displayed.

• “Reply” button on Com tab should be presented in each UI and provide the sending e-mail but not only posting the comment.

• We should have a “reply to all” functionality and provide list of all recipients for reply (users can then remove any addresses they don't want).

• The archived/non-active users can't be used as sender/recipient for new comments but should be visible in the existing comments.
• We should have a “Message is empty - would you like to send it anyway?” with a "cancel” or "send” option.

[edit] Tab-Specific Updates

The following objects should be updated:

[edit] Internal App

• ICom tab

• Remove the "E-mail this comment?" check box. Comments should be sent by e-mail to all selected users.

• Com tab

• Default "To" is "Operator of Last Change" for all cases, excluding the following:

• for just approved shipments use the Planner who approved the shipment

• in "System" case (e.g. auto-approve) use current user's name and e-mail

• if the Operator was archived or/and non-active then use info@jaguarfreight.com
• if the last change came from TMS show eadom@jaguarfreight.com as Operator of Last Change

[edit] Client App Com tab

• Client Shipment Details view - no specific updates
• ASN Portal record (both ASN1 and ASN2)

• Default "To" rules:

• in TMS case use eadom@jaguarfreight.com as Operator of Last Change
• if a Planner either made a DECISION (Approve/Hold/Reject), use "Planner User of Last Change"

• in "System" case (e.g. auto-approve) use current user's name and e-mail

• in any other case use "Shipper User of Last Change" (even if that's a current User).

• for approved ASN (in ASN2), replace "Jaguar Users" section with "3PL" section:

• if 3PL is Jaguar Freight then show "Jaguar Employees" (list of Jaguar Users) - use "List on Client App Comm Center" user's settings
• if "other 3PL" use the e-mail address listed in the "Transmit To" e-mail address recorded under Admin->ASN->Portals->Modes->Rules

• add "Shipper Users" section - list of all Shipper Users linked to "Supplier" (Shipper) of current record
• add "Planner Users" section - list of all Planner Users linked to "PO Issued By" of current record

• this should replace the "Client Users" for ASN Portal

[edit] "Reply" functionality

0004035: [ASN 20] ICom/Com re-design. Add "Reply" functionality

Functionality for reply all with all attached recipients and allow user to add/remove list of recipients as he wants.

• caption on button should be "reply" (we don't need "reply all" label)
• remove pop-up window of "reply" form in each UI
• instead of the pop-up window above implement auto-filling of all needed fields directly on the form on ComTab ("reply all" functionality)

• "Subject:" - fill with "RE: <subject of the comment being reply to>".

• Example: "RE: CT 12345, Maticplast, PO H1234567, SKU 12345SWZ5".

• "From:" - fill with current user's name and e-mail. Example: Andrei Gurzov <Gurzov@gmail.com>.
• "To:" - fill with "From:" address of the comment being reply to.
• "List of Recipients" - fill with the list of CC from the comment being reply to.

• remove the validation of empty "List of Recipients". in this case provide ability to post a comment without mailing (ADDED: --Andrei 16:04, 5 March 2013 (EST)).

• NOTE: please, make sure that all the recipients default is auto filled in (list of "reply all").

• prepare quoted text of message for replying (see details in attached picture "Tira-130226-image001.png" in Mantis):

--
From: (sender of comment being reply to)
Date: Date of Comment

(text of quoted comment)

• show only one quoted comment - so if there is a reply of a reply only the comment being "REPLIED TO" is shown here.

• provide sending a copy of reply message to sender (UPDATED: IF e-mailed ONLY --Andrei 16:04, 5 March 2013 (EST)).
• add "Cancel Reply" button - clicking on it should display confirming message with "yes/no" options:

• if "yes" - cancel replying and do pre-fill form as if it had just opened
• if "no" - close the message and return back to replying

[edit] Design

To utilize the space of Internal Com tab more fully and provide more easy using, use the principles of design in Client UI:

• Each possible type of User is presented with its own drop-down list of addresses.

"To" section (proposed new format). This is the following control objects with ability to add a recipient to "List of Recipients":

• “To”. Just label for section.
• "Default". Default “To” for each UI - name and e-mail + "clear" button. Or just "add" button.

• When “clear” pressed, default “To” is to be hidden and also be removed from “List of Recipients”. “add” button should be displayed.
• When “add” pressed, default “To” should appear according to UI which it belongs. Also add it to first position of “List of Recipients”. “clear” button should be displayed.

• "Shipper". UI-specific List of Shipper Users.
• "Planner". UI-specific List of Planner Users.
• "3PL". UI-specific List of 3PL addresses.
• "Manual". Text field to add custom e-mail address manually.

Additional Changes

• we remove Shipper CC line implemented as label.
• also we remove all "CC" from labels.
• in Communication Log record, "To" is the first position from "List of Recipients".

[edit] Related Functionality

[edit] Master Comments Tab

no changes from today

[edit] Virtual Group Comment Option

no changes from today

[edit] Bugfixes

0004046: [ASN 20] ICom/Com re-design. Post-release bugfixes

[edit] Common issues

• User should be able to leave comment without sending an email (if no one recipient added into "List of Recipients").
• The sender must receive a copy of a comment (IF e-mailed ONLY) in each UI.

• If the comment is “posted” only but NOT e-mails then NO COPY is required.

• Closed shipments should allow work with comments.

[edit] Communication Log (all UIs)

• Remove "edit" function from Communication Log completely.
• Allow to use "delete" function in Communication Log only for "Superuser/Management".
• New format of Communication Log (in specified order):

• Subject - CT Number, Shipper (T1) Name (first word up to 10 chars), PO (from 1st line of Commodity), SKU (from 1st line of Commodity).

• Example: CT 12345, Maticplast, PO H1234567, SKU 12345SWZ5

• To -

• if a comment e-mailed, display common list - "To" on the first place and then all CC.
• if a comment posted only - display orange Posted Only.

• From - current User's e-mail.
• Date - as is.
• CC. This label isn't needed and should be removed because all CCs are shown under To.

Sketch of design:

[edit] Internal ICOM

• remove confirmation pop-up window that appear after submitting a comment.

[edit] Internal COM

• "To:" should be pre-filled with using the following rules of "Default To" feature:

• for just approved shipments use the Planner who approved the shipment.
• if the last change came from TMS show eadom@jaguarfreight.com as Operator of Last Change.
• if the Operator was archived or/and non-active then use info@jaguarfreight.com.
• in all other cases use "Operator of Last Change" as default "To".

• "Shipper Users:" and "Planner Users:" should be added if shipment is ASN record.

• Shipper Users linked to "Supplier" (Shipper) of current record
• Planner Users linked to "PO Issued By" of current record

• Archived/non-active users shouldn't be in list for selecting as recipients.
• List of new bugs:

• Receipient is listed, error message states "at least one recipient must be specified" (Marc, see attached in mantis)

• For "Group Submit" the "List Of Recipients"(LOR) cannot “see” the default Recipient eventhough it is listed in the LOR (Marc, see attached in mantis)

• If user opens shipment with using of "Quicklink" some times in sequence, everytime one more "default "To" will be added into LOR.
• If selected Jaguar user the same as default "To" and default "To" is clean, after pressing "default" LOR will contain two the same addresses.
• If user uses keyboard in dropdown list, every passed address drops into List of Recipient.

• Adding of the address to LOR can be proceeded only after pressing of "Enter".

[edit] Client COM

• nothing to do

[edit] EA Portal (ASN1) COM

• Client contains list of Client Users for which a "E0. Client Company:" in User Profile on "Client User" tab is the same as Client Company of current shipment
• 3PL list isn't relevant to ASN1 and should be removed
• Shipper contains list of EA Shipper Users for which a "Shipper (T1):" in User Profile on "EA Shipper" tab is the same as Shipper of current shipment

[edit] ASN2 Portal COM

• Client contains list of Client Users for which a "E0. Client Company:" in User Profile on "Client User" tab is the one of Client Companies used for a Portal
• 3PL list should contain only "Transmit To" used for a Portal

• if 3PL is Jaguar Freight then show "Jaguar Employees" (list of Jaguar Users)

• Shipper contains list of Generic Shipper Users for which a "Shipper:" in User Profile on "Generic Shipper" tab is the same as Shipper of current shipment

[edit] SOW 7

0004326: Show "Approved, pending final Air Approval" status for Air ASNs on COM Tab

[edit] Core Requirements

Per Marc: Approved ASNs for AIR when AIR APPROVAL IS REQUIRED: Change “COM” to show -> Approved, pending final Air Approval

[edit] See also

Client Shipment Details Comm Center Tab