1999 rfsa

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(Requirements)
 
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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.
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.
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== Functionality Overview ==
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== Requirements ==
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=== Summary ===  
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Existing Cybertrax '''Client''' web application should support one additional '''user role''':
Existing Cybertrax '''Client''' web application should support one additional '''user role''':
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* should not be affected
* should not be affected
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Core Jaguar User and Cybertrax Internal Functionality:
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Shipper & Planner Functionality and Changes:
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* non jaguar user profile will have 4 roles defined
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* should not be affected
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* Jaguar User will see only shipments on Live tab when
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* some fields might become read only ?
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* additional report ?
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* new address approval process ?
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== Requirements ==
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Core Jaguar User and Cybertrax Internal Functionality:
 +
 
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* Non Jaguar user profile will have 4 roles defined
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* Jaguar Users will see shipments on live tab - When?  Once Created/Saved, just like internal app?
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* Some fields might become read only - if so, which/any cannot be changed by Jag internal user?
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* Additional reports - any needed?
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* New addresses - shippers, cnee's, freight locations - who is to add, change, update & how should *they be notified?

Current revision as of 21:10, 2 February 2011


[edit] Info

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

[edit] 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.

[edit] Requirements

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?


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


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