1999 rfsa

Info

• mantis: 0001999: (Client Misc) Create Agent Interface component/application

Core Business Need

Having Agents use CT is to tie up the business relationships, relieve Jaguar Freight Services respective regional offices of excess data entry, offer them visibility and have the possibility to capture new local business.

Functionality Overview

Summary

Existing Cybertrax Client web application should support one additional user role:

• Agent

Internal (Jaguar)user will have same functionality.

Core Agent User Functionality:

• create CT record
• edit CT record
• delete CT record
• view CT records
• notifications
• appropriate visibility

Client Functionality and Changes:

• should not be affected

Shipper & Planner Functionality and Changes:

• should not be affected

Core Jaguar User and Cybertrax Internal Functionality:

• Non Jaguar user profile will have 4 roles defined
• Jaguar Users will see shipments on live tab - When? Once Created/Saved, just like internal app?
• Some fields might become read only - if so, which/any cannot be changed by Jag internal user?
• Additional reports - any needed?
• New addresses - shippers, cnee's, freight locations - who is to add, change, update & how should *they be notified?

Core Agent Functionality

Creating Agent User and Agent Profile

All CTs created by specific Agent user must have:

Requirements

I think we can start to list all the ‘BASIC OPS’ features and eliminate what we do not want for the Agent which I believe those have been drafted above.

Are there any hard coded conditions? Yes, as there are some standard CT2 features that an agent should NOT have access to:

‘Com’ Tab ‘Inv’ Tab ‘P/L’ Tab ‘Doc’ Tab

Which MOT’s should be supported? ALL MOT