Client Shipment Details (OLD)

From UG

Revision as of 19:40, 14 August 2009

Biz Analyst Intro

Sys Analyst Intro

CT.Details.example

This component consists of:

• "MOT Authorization" panel (undefined CTs only)
• Web chat with Jag Operator
• Shipment Details TAb
• Contents Tab
• Containers Tab
• Comments Tab
• Comm Center Tab
• Doc Center Tab
• Print Friendly View (button)

Tabs must be in this order: Shipment Details, Contents Tab, Containers Tab, Comment Tab, Comm Center Tab, and Doc Center Tab

NOTE: Picture is only used for concept, but not for design

Dev

http://mantis.jaguarfreight.com/mantis/view.php?id=924

MOT Authorization Panel

• see section a)
• only for MOT= Undefined
• biz meaning: this is a way for non-jag user to tell jaguar operator what non-jag user wants to do with this shipment:
  • Hold - Client can authorize MOT for that particular shipment to be on hold (client does not decide what MOT for that shipment is)
  • Air - Client can authorize MOT for that particular shipment as Air
  • Ocean - Client can authorize MOT for that particular shipment as Ocean
  • Truck - Client can authorize MOT for that particular shipment as Truck

NOTE: Authorized MOT can be set by (Client) or Operator (Internal App). This field will update one another application if one is updated.

• After client sets Authorized MOT and clicks "Apply", there must be a message notify client on Client UI that:
  • You have just authorized MOT of this shipment
  • This shipment is pending for approval from an operator
• After client set Authorized MOT via Client UI, it MUST update Authorized MOT(read only), Authorized by, and Authorized on fields in Internal App. See conditions that associate with Internal App at Authorized MOT

• After Authorized MOT is set, the CT record will stay in Undefined MOT for pending status.
• Authorized by and Authorized on fields MUST be showing when client click "Apply"

Web Chat SS

• This field shows Operator of Last Change Skype ID with status.
• Client can communicate with operator of last change through Skype.
• For the operator who does not have Skype ID, this field will only show Operator of last changes' name

Shipment Details Tab SS

CT.Details.example

• See Shipment Detail Tab
• See Section 1
  • This section shows some of Shipment Details fields from Internal App (Shipper, Consignee, Transport mode, Authorized By, Notification Date, Operator of last change, Vessel, Voyage#, and Container
  • Container - This field is the last field on Section 1, it shows the first container out of total of containers or nothing for no container
  • Container - This field MUST not be showing for AIR shipment

• See Section 2
  • This section shows ETCs, ATDs and locations of Pick-up, origin terminal, port of loading, trans-shipment port, port of discharge, destination terminal, and delivery
  • These information come from Internal App in Exp and Imp tabs

• See Section 3
  • This section shows last free day, customs status date, and FDA

• Add Section 4 (after section 2 but before section 3)
  • This section consists of
    • Airline (this field is mapped with Internal App>Exp> b4.Airline:(V1))
    • Master Airway bill (this field is mapped with Internal App>Exp> c7.Master Airway bill)
    • HAWB# (this field is mapped with Internal App>Exp> b6.HAWB#)
    • Track Shipment button
      • This button MUST show ONLY when Master Airway bill is NOT EMPTY
  • This section MUST be showing only for AIR shipment

NOTE: All the fields on Shipment Detail Client App are mapped to fields in List CTs Internal App

Contents Tab SS

[[|thumb|400 px|CT.Client.ShipmentDetail.ContentTab]]

• See picture for Contents Tab concept
• Contents Tab shows detail of Table A. in Internal App.
  • LOT# MUST show only for Elizabeth Arden
  • P.O. (left justify)
  • SKU (left justify)
  • Qntty (left justify)
  • Description (left justify)
  • Ttl pkgs (left justify)
  • Ttl # of plts (center)
  • Loose pkgs (left justify)
  • Ttl gross kg (left justify)
  • Ttl Hzds (left justify)
  • Container (left justify)

Containers Tab SS

CT.Details.Cont.example

• See picture for Container tab concept
• This tab shows containers detail as same as ContTab in Internal App excluding Estimated collection Date and Actual collection Date
  • Container
  • SS Line (this field is mapped from ExpTab> b4. Steamshipline)
  • Seal
  • Size
  • Type
  • Requested Delivery
  • Actual Delivery
• Track Shipment button
  • This button MUST show ONLY when container# AND SS line are NOT EMPTY
• This tab should not be showing for AIR shipment

Comments Tab SS

CommentTab

See picture for guidance

• This tab allows client to view query comments from Internal App>List CT>ComTab.
• Query comment log history consist of
  • Date and time stamps
  • From client's name
  • To Jaguar user's name(s)
  • Message

Comm Center Tab SS

• Communication Center tab is a tool for communicating between client and Jaguar user(s) with E-Mail Query Log (History) for specific shipment
• Message MUST be sent to:
  • Operator of last change (receiver)
  • Sender
  • CC list for client user(s) (Sender's colleague at his company. This should be populated from list of people who work at the same company)
  • 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)
  • and post in the query log history for this shipment
• Message also includes a link to CT#
• Screen of Communication Center tab consists of:
  • To, From, Subject, and message areas
    • To: Operator of last change's e-mail address and Skype ID for Client to communicate real time with the operator of last change if he/she wishes.
    • From: Sender's email address
    • Subject: Query:CT#
    • Client CC: Client can also CC this message to his colleague in his company
    • Jaguar CC: Client can also CC this message to other Jaguar operators by adding their email that got populated from the system
    • Query: Client can type message in this area in order to communicate with operator of last change and Jaguar operator(s),and/or with Client CC, and/or Jaguar CC
  • Submit button area
  • E-mail Query Log (History) for this shipment areas
    • Date and Time
    • Subject: Query: CT#
    • To, From, and CC
    • Message
    • Edit button: Client is able to edit the message
    • Delete button: Client is able to delete the message

NOTE: Message is always sent to the list of BCC's emails by default from admin setting in Internal App

Question for Sasha

Comment from Simon

• He does not like the design of this current page. Is it possible to have a design that similar to the query tab in Internal App? and how long it will take to implement that? Is it going to affect a lot of time for other tasks?

• How is the list of Jaguar CC: populated? List needs to be clean up? Some names are not supposed to be there (no longer working at Jaguar) and some names get generated twice.

Doc Center Tab SS

• Every file MUST be pdf read only
• There are 3 sections of documents; those 3 are associated with Files, Docs, and Inv in Internal App.

Commercial docs
* all docs from Files Tab (Jag app) with "Show to client:" = Yes

Shipping docs
* all docs from Docs Tab (Jag app) with "Show to client:" = Yes

Financial docs
* all docs from Inv Tab (Jag app) with "Show to client:" = Yes

• each file MUST have an "Open" button next to the file name. Client must be able to open a read only document by clicking "Open" button
• Need to have a counter on Client Document tab to indicate how many, if any documents are available for them to view

For example, means that there is 4 documents for this shipment for client to view

Print Friendly View SS

CT.Details.printerfriendly.example

• Print Friendly Version must be a button that client can click it into a print friendly version
• Should be "standard printer friendly feature" which means ability to print page without any "extras" like header/footer/etc.
• It can be a pop-up HTML for printing
• Please see the picture for more explanation

Use cases

Goal Client authorized MOT from an undefined shipment

uc1) Client authorizes MOT

Steps

• Look for an exact undefined CT shipment detail in Client App
  • NOTE: Create a new undefined CT in Internal App
  • Notification Date in Internal App is a current date that Op creates a CT shipment
  • It synchronizes with Client App> Shipment Detail> Notification Date
• Client authorize MOT by selecting a dropdown options:
  • If Client set Authorized MOT (Client App) = Ocean THEN Click "Apply", Authorized MOT (Internal App) will be updated to Ocean
  • If Client set Authorized MOT (Client App) = Air THEN Click "Apply", Authorized MOT (Internal App) will be updated to Air
  • If Client set Authorized MOT (Client App) = Hold THEN Click "Apply", Authorized MOT (Internal App) will be updated to Hold
    • This means Client notifies Operator that this shipment is on hold. Operator has to wait until Client give an authorization to ocean/air
  • This field MUST also update "Authorized MOT" field with "Authorized by" and "Authorized on" fields in Internal App>GenTab
• Email is generated for CT authorization notification to Operator
  • CT#, Authorized for ..., Authorized by .... Authorized on ....

Goal Client's shipment detail is updated

uc2) Client want to see shipment detail for transport mode

• Operator sets Mode of Transport in Internal App>GenTab
  • It will update Transport Mode on Client App for Client to know what MOT that shipment is transported

Goal Client is able to see Containers detail from Container tab

uc3) Client clicks on Container tab

• Container field in Client App shows the same data as Container field in Internal App
• Seal field in Client App shows the same data as Seal field in Internal App
• Size field in Client App shows the same data as Size field in Internal App
• Type field in Client App shows the same data as Type field in Internal App
• Requested Delivery field in Client App shows the same data as Requested Delivery field in Internal App
• Actual Delivery field in Client App shows the same data as Actual Delivery field in Internal App

Goal Client is able to see Contents tab

uc4) Client clicks on Contents tab

• All columns in Client App> Shipment Details> Contents MUST be synchronized to Table A in Internal App>ContTab

Goal Client is able to view any comments about a specific CT from Jaguar user in Comments Tab

uc5) Client clicks on Comments tab in order to view comments about a specific shipment

• Client is able to see comments from Jaguar user on query comment log history.

Note This query comment log history MUST be matched with query log history in Internal App

Goal Client is able to communicate with operator

uc6) Client clicks on Communication Center tab

Steps

• Client must be able to type message to communicate with operator
  • Client type message
  • Client can select Client CC (list of employee in the same company) whom client wish to sent message to or leave it blank
  • Client can select Jaguar user CC for whom client wish to sent message to or leave it blank
  • Client clicks "Submit"
  • Client is able to see history communication log by date, time, to, from, CT# , and messages
  • Email is sent to Operator of last change, sender(client), BCC, and/or client CC, Jaguar CC

Goal Client is able to view file documents in Doc Center Tab

uc7) Client clicks on Doc Center tab

Steps

• Client see number of document on Doc Center tab
• Client view document file's names
• Client click "Open" button next to file name in order to view a specific document
• Document is for viewing(pdf read only)

Goal Client is able to print a specific shipment detail

uc8) Client clicks on "Printer friendly view" button

• pop-up for viewing a specific shipment detail
• Client is able to print it

QA

Look And Feel

Tweaks

tw1) Update Shipper , Consignee fields to be bold -> Shipper

tw2) Update label "Container" to "Number of Container"

RFC

July 15 demo feedback

• fb1) Shipment Details, printer friendly tab

Should be "standard printer friendly feature" which means ability to print page without any "extras" like header/footer/etc. What we have now is something else.

• fb2) Comm Center Tab has to be re-designed. Simon would like to have a new design for Jaguar CC: --Tira 1:10 PM. 10 Aug 2009 (UTC)
  • Client should be able to type name for auto-generated filter, then select Jaguar operator name to put in a list --Tira 1:10 PM. 10 Aug 2009 (UTC)