1999 rfsa
From UG
(Created page with 'Category:RFSA <div style="background-color:lightsteelblue"> == Info == * mantis: 0001999: (Client Misc) Create Agent Interface component/application == Requirements == …') |
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== Info == | == Info == | ||
* mantis: 0001999: (Client Misc) Create Agent Interface component/application | * 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. | ||
== Requirements == | == 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 record''s | ||
| + | * 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 | ||
</div> | </div> | ||
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
