Client Watch List

From UG

Revision as of 16:16, 31 July 2009

Biz Analyst Intro

Client Watch List is a location where the client can select and add shipment records to their watch list in order to monitor the shipments 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" for each CT
• edit nickname
• remove CT from watch list
• open CT to see CT details

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

Specs

ss1) This section contains any/all shipments that the customer selects to be placed on the watch list.

ss2) Customer can see all the CTs from Client List All that are added to Watch List on their Watch List

ss3) Customer Watch List screen display Nickname of the shipment record customer selects. It defaults to blank from List All or shipment list.

ss4) Customer can select a record of shipments and edit a nickname as he/she wants.

ss5) Customer must be able to see shipments progress bar for each CT from authorized time to delivery time.

new: See logic for above here: Shipment Progress condition
--Alex 03:53, 30 July 2009 (UTC)

ss6) Customer must be able to see MOT, Nickname, CT#, Shipper, Consignee, P.O., Auth, Picked, Dept, Arr, Deliv, and CC.

ss7) Customer must be able to remove records as he/she wants.

ss8) 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.

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

QA

qa1) test uc1...uc6

qa2) test on all the support platforms

Look And Feel

Number of tweaks

tw1) update label from "Picked" to "collected" and from "List All" to "Shipment List"

tw2) add/remove watch list CTs to/from Top 5 from watch list on the same page with buttons for clients to do that manually -- Tira 10:41 27 July 2009 (UTC)

• there is 2 horizontal sections for the Top 5 and watch list -- Tira 10:41 27 July 2009 (UTC)
• see design mock up / discussion here: http://mantis.jaguarfreight.com/mantis/view.php?id=1038
• Top 5 is on the top and watch list is on the bottom -- Tira 10:41 27 July 2009 (UTC)
• There are buttons for user to add CT shipment record from watch list to top 5 -- Tira 10:41 27 July 2009 (UTC)
• for the fresh account for the top 5 from watch list, it will show records as " ? undefined" with ? symbol and message saying that "Nothing is currently on top 5" -- Tira 10:41 27 July 2009 (UTC)
• a shipment record that is already delivered. It will stay on the top 5 or watch list as this condition:
  • If (Actual Delivery Date + 1), remove it from watch list. ( wait for clients response-> low priority -- Tira 10:41 27 July 2009 (UTC)

tw3) design graphic for this page (discussed with Slava; he will design it and give it to Tira and she will show the options to Simon for the feedback. http://mantis.jaguarfreight.com/mantis/view.php?id=1038 -- Tira 10:41 27 July 2009 (UTC)

tw4) user can sort shipment list for each column by ascending or descending -- Tira 10:41 27 July 2009 (UTC)

RFC

rfc1) paging would be a good idea --Alex 19:52, 21 July 2009 (UTC)

rfc2) search feature --Alex 19:52, 21 July 2009 (UTC)

rfc3) sort feature --Alex 19:52, 21 July 2009 (UTC)

Dev

http://mantis.jaguarfreight.com/mantis/view.php?id=920