Client Watch List

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Revision as of 18:35, 7 June 2010

Mantis

Parent Mantis: 920

Biz Analyst Intro

Client Watch List is a location where a client can select and add shipment records to his/her watch list in order to monitor the shipments status progress.

Sys Analyst Intro

This is a table that presents CTs added to Watch List with some additional info.

Major functionality:

See all CTs on watch list
See "shipment progress bar" and "Custom status" for each CT
Edit nickname
Remove CT from watch list
Add CT to Top5
Remove CT from Top5
open CT to see CT details
Archive CTs on watch list
Remove CT from archived watch list
Email Notification for each milestones
SMS Text message notification for each milestone

Note: you can add CT to Watch list from Client Shipment List

Design

This section contains all shipments that the customer selected to be placed on the watch list.
It consists of 2 horizontal sections

Top 5 from Watch List
- See #Top 5
- Table
- Button
Watch List
- 2 tabs
  - Live
  - Archive
- Table
- Buttons

Customer can see all the CTs from Client shipment list that are added to Watch List on their Watch List
Customer can remove shipment from Watch List
Customer can add or remove shipment from Watch List to Top 5 from Watch List
Customer can sort shipment list for each column by ascending or descending on his Watch List
Customer must nickname a shipment before adding it into the watch list
Customer can edit a nickname of a shipment record on the watch list
Nickname should be held when user removes shipment from watch list
Customer must be able to see Shipment Progress condition for each CT from authorized time to delivery time.
Customer must be able to see any shipment detail on their records Client Shipment Details.

Double click on a shipment record.
Click on a shipment record and press "Show Selected" button.

Customer Watch List view table consists of:

MOT
- Heading Label: MOT
- Content Label: picture by MOT (Plane: AIR, boat: Ocean, and Truck: Truck)
Nickname
- Heading Label: Nickname
CT#
- Heading Label: CT#
Shipper
- Heading Label: Shipper
Consignee
- Heading Label: Consignee
P.O.
- Heading Label: P.O.
Authorized
- Heading Label: Auth
Collected
- Heading Label: Coll
Departed
- Heading Label: Dept
Arrived
- Heading Label: Arr
Delivered
- Heading Label: Deliv
- a shipment record that is already delivered. It will stay on the top 5 or watch list as #Archive Watch List condition
Custom
- Heading Label: Cust
- Logic: color for each custom status - see logic below
  - If user selects date field and set custom status to Submitted, CC circle will show yellow color with checked symbol
  - If user selects date field and set custom status to May proceed, CC circle will show orange color with checked symbol
  - If user selects date field and set custom status to Released, CC circle will show green color with checked symbol
  - If user selects date field and set custom status to Exam, CC circle will show Red color with checked symbol
  - If date and custom status fields are empty, CC circle will show blue border only

Customer must be able to manage his own email and SMS text message notification for their shipment statuses.
See #Figure 1. Watch List
Butons

Remove from Top 5
- This is located on the top off Top 5 from Watch List section
- Remove shipment from Top 5 to Watch List
Nickname Edit box
- This is located on the top off Watch List section
- Allow customer to edit nickname on live tab
Add to Top5
- This is located on the top off Watch List section next to Nickname Edit box
- Allow customer to add shipment from watch list to top 5 on live tab
Remove from Watch List
- This is located on the top of Watch List section next to Add to Top 5
- Remove shipment from watch list on Live tab and Archived Tab
- Warning pop-up message: Are you sure you want to delete selected shipment from watch list? [OK][Cancel]
- Warning pop-up message: Are you sure you want to delete selected shipment(s) from Archived watch list? [Cancel][Yes][No]
  - If Yes, shows confirmation message: Your selected shipment has been deleted from your archived watch list shipment [OK]
    - Shipment is deleted from archived Watch List table
  - If Cancel or No, do nothing, selected shipment remain on Archived Watch list shipment table

Save All Changes
- This is located on the top of Watch List section next to Remove from Watch List
- Confirmation pop-up message: All changes have been saved [OK]
- If customer does some changes and navigates to another page without click Save All Changes, show warning message
- Warning pop-up message:WatchList Data have been modified. Save changes before exit page?[Cancel][Yes][No]
  - If Cancel or No, do not save and navigate to another selected page
  - If Yes, save and show confirmation pop-up message: All changes have been saved.[OK]

Top 5

Specs (from Home Page)

This is a mini version of Client Watch List. It is a subset of Watch list that satisfies the following conditions:

For the new accounts, Top 5 from watch list, it will show message and graphic MOT saying that "Nothing is currently on top 5"
- See #Figure 2. Top 5
For the existing accounts, Top 5 is a subset of Client Watch List that users picked manually in order to monitor on the Watch List

Read related article: Client Watch List
It consists of 2 sections:

Top 5 from Watch List
- Clients is able to manually choose their top 5 from Client Watch List
- Customer Top 5 From Watch List view table consists of the same list as Watch List view table
- Each column header should have a mouse move over description for full display name
  - For example, when user put a mouse move over "Dept" column, it will display a full name of "Departed"
- Each shipment record has an appearance progressing bar to display a status of shipments on particular columns from Auth, Collected,...to Custom Clearance with the conditions - see Shipment Progress condition

Watch List

Archive Watch List

Shipment is delivered after 2 days will be automatically removed to archived

There are 2 tabs for separating shipments that are on "Live" and "Archived" on Watch List/Top5
List shipments on Watch List will be automatically removed from "Live" to "Archived" tab after its delivered after 2 days

Archived allows client users to manually delete shipment from Archived Watch List

Archived tab consists of:
- Shipment that is delivered after 2 days (after delivery today and tomorrow) EXCEPT the case that if a shipment is delivered on Friday, it will be visible on live on Monday, but removed to Archived on Saturday.
- Check box: In front of each shipment record and on the heading
  - If Check box on the heading is checked, check all check boxes for all shipment records.
  - It allows users to check one, multiple, all check boxes and remove at once.
- "Remove from Watch List" button: allow client users to manually delete shipment from their archived
- Paging and Sorting
NOTE: Archiving, or deleting from archive, does not affect how a record behaves in the shipment list

See #Figure 4. Watch List Live Tab for Live Tab
See #Figure 5. Watch List Archived Tab for Archived Tab

Steps

User deletes shipment from archive table on Watch List

User selects shipment record on Archive table by check check box(s)
User clicks "Remove from Watch List"
- Warning message: "Are you sure you want to delete selected shipment(s) from Archived watch list?" [Cancel][Yes][No]
  - If "Yes", shows confirmation message: "Your selected shipment has been deleted from your archived watch list shipment" THEN delete shipments from Archived table.
  - If "Cancel" or "No", do nothing, selected shipment remain on Archive Watch List shipment table

Logic

Shipment will be removed from Top5 and Watch List to Archived after delivered for 2 days

Case 1:Remain for during the week

IF a shipment is delivered on Monday, it will be visible on Live on Tuesday, but removed to Archived on Wednesday.
IF a shipment is delivered on Tuesday, it will be visible on Live on Wednesday, but removed to Archived on Thursday.
IF a shipment is delivered on Wednesday, it will be visible on Live on Thursday, but removed to Archived on Friday.
IF a shipment is delivered on Thursday, it will be visible on Live on Friday, but removed to Archived on Saturday.

Case 2:Remain for weekend

IF a shipment is delivered on Friday, it will be visible on Live on Monday, but removed to Archived on Tuesday.

Use cases

uc1) Try to add a record(s) into Watch List

user must enter a nickname on a record under List All in order to add to Watch List
click "Add to Watch List" button to ensure it work properly
"CT has been added to Watch List" is a pop-up confirmation to adding CT to watch list
The record that user selected to add to Watch List must show on the Watch List records

uc2) Try to click on Watch List from the main menu

user must be able to see his/her CTs on his/her watch list by clicking "Watch List" from the Main Menu on the homepage and the Main Menu Bar

uc3) Try to update Nickname of shipments on watch list

user must see CTs watch list record with Nickname of shipments and also be able to edit it as he/she wants; after save all changes, Nickname must be updated like last changes.
- IF User update Nickname of shipments and leave Watch List page without saving data, Show pop-up warning that "Your update data will not be saved if you leave this page, please make sure to click "Save All Changes" if you would like to save data that you made some changes before leaving this page" -- Tira 12:14 PM 31 July 2009 (UTC)

uc4) Try to monitor progress bar for each CT from Auth time to delivery time

the logic of progress bars are working properly from specific Actual date field on the database to indicate the shipment progress

uc5) Try to select CT record to see its shipment detail"

double click on a CT record
click on a CT record and press "show selected" button
it will bring user to the Client Shipment Details page

uc6) Try to remove CT record from watch list

select a CT record and press "remove" button. The CT selected record will be removed from their watch list

uc1) User wants to see Top 5 from Watch List section steps:

Login to a fresh(new) account
- Top 5 from Watch List will show "Undefined records" with message saying " Nothing is currently on Top 5" for a default.
Login to an existing account
- Top 5 from Watch List will show lists of Top 5 from Watch List CTs records that user picked from watch list

uc2) User wants to see the results of Top 5 that must be synchronized to top 5 on watch list and displayed correctly for every field

uc3) User wants to see progressing bars to indicate a time line for shipments on the Top 5 from watch list as conditions above on Top 5 Spec section Shipment Progress condition about Auth,Collect, Dept, Arr, Deliv, and CC for AIR, FCL, LCL,...etc

uc3) User wants to be able to see a CT record (shipment detail) from his/her Top 5 from Watch List

double click on the CT record, it will bring user to shipment detail page

Email and SMS text messages notifications

Feature for client user to manage their own profiles in order to subscribe e-mail and/or sms text message for notifications for ANY complete actions and custom update any statuses in watch list and top 5.
The design will be implemented on "My Profile" page.
See My Profile

E-mail Notifications

It is a feature to generate an email to client user when shipment is completed authorized, collected, departed, arrived,delivered and Custom change any statuses.
Email gets sending out to client(s) for each CyberTrax number (CyberTrax number/email).
The CT# listed in the e-mail message should be a hyper-link to that particular shipment record.
The Subject title of the message should be as follows: CT# XXXXXX Important Status Update

Dear First Name Last Name (from Non-Jaguar user profile),

Please be advised that the following change(s) have been recorded in a CyberTrax you are currently watching:

CyberTrax number XXXXX has now been authorized for shipment.
CyberTrax number XXXXX has now been collected.
CyberTrax number XXXXX has now departed.
CyberTrax number XXXXX has now arrived.
CyberTrax number XXXXX has now been delivered.
CyberTrax number XXXXX is now "released" by Customs
CyberTrax number XXXXX is now under "exam" by Customs
CyberTrax number XXXXX shows as "may proceed" by Customs
CyberTrax number XXXXX has been "submitted" to Customs

Thank you for using the Freight Architects at Jaguar Freight Services!

Best regards,

Jaguar Freight Services IT team

P.S Your automated milestone e-mail alerts can be managed, or turned-off, in the “My Profile” section of your CyberTrax homepage

Jaguar Freight does not provide cargo marine insurance unless specifically requested and confirmed in writing. Please ensure you   
have appropriate cover for all your domestic and international shipments.

Please note that all business is transacted subject to our general business terms and conditions, as indicated on our freight  
invoices and HB/L, a copy of which is also available upon request.

 Please consider the environment before printing this e-mail

SMS Text message Notifications

It is a feature to send sms text message to client user when shipment is completed authorized, collected, departed, arrived,delivered and Custom change any statuses.
SMS text message is sent out to client(s)user for each cybertrax number (CyberTrax number/SMS text message).

CT# XXXXX has now been authorized for shipment.
OR
CT# XXXXX has now been collected.
OR
CT# XXXXX has now departed.
OR
CT# XXXXX has now arrived.
OR
CT# XXXXX has now been delivered.
OR
CT# XXXXX is now "released" by Customs
OR
CT# XXXXX is now under "exam" by Customs
OR
CT# XXXXX shows as "may proceed" by Customs
OR
CT# XXXXX has been "submitted" to Customs

Figures

Figure 1. Watch List

Figure 2. Top 5

Figure 3. New design for progressing bar

Figure 4. Watch List Live Tab

Figure 5. Watch List Archived Tab

History

m1390

Known as tweaks version 1.1.a
Add a feature to generate an email and SMS text message notifications to client user for each milestone
See #E-mail Notifications for email notification
See #SMS Text message Notifications for SMS text message notification
Spec is updated: Y
Mantis 1390

m1545

Known as tweaks version 1.1.b
Change a new design for the shape and color of progressing bar
Please NOTE that this is ONLY for the shape and color with check mark design, partial bar color will stay the same in term of the design and color.
Spec is updated: N
see #Figure 3. New design for progressing bar
Mantis: 1545

m1701

Create a feature for client user to subscribe email and sms text message notifictions on My Profile.
See #Email and SMS text messages notifications
Spec is updated: Y
Mantis:1701

m1704

Known as tweaks version 1.1.c
Add an automatically archive shipment(s)on Watch List that is delivered after 2 days
It allows customer to manually delete shipment(s) from archived Watch List
See #Archive Watch List
Spec is updated: Y
Mantis: 1704

m1868

Known as tweaks version 1.1.d
Nickname should be held when user removes shipment from watch list
See #
Spec is updated: N
Mantis: 1868

@@ Line 275: / Line 275: @@
   OR
   CT# XXXXX has been "submitted" to Customs
-==  Number of tweaks ==
-'''Feedback from Simon on 17 Sep 2009''' -- [[User:Tira|Tira]] 11:20 18 Sep 2009 (UTC)
-tw6)
-'''Feedback from Simon on 2 Oct 2009''' -- [[User:Tira|Tira]] 5:05 2 Oct 2009 (UTC)
-tw7) Add mouse over for tw6) for CC status. For example, when CC is green, mouse over should be status description to "Released"
-tw8) only check symbol for the green color. Take the checked symbol out for the other 3 colors
 == Figures ==