CyberTrax 2.1 Client (EA Stamford Planners Only)

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(use case 1)
(use case 1)
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Approve an individual shipment:
Approve an individual shipment:
* She can approve one shipment at a time, by selecting the check box in front of the shipment record and then sets the approval status
* She can approve one shipment at a time, by selecting the check box in front of the shipment record and then sets the approval status
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[[File:BasicPlannerLogonCT300488.JPG]]
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* OR she can view a specific shipment record and then set an approval status
* OR she can view a specific shipment record and then set an approval status
[[]]
[[]]

Revision as of 15:38, 20 August 2010


use case 1

Basic planner would like to approve new shipments on his New tab. There are 2 ways for him to approve shipments.

Approve an individual shipment:

  • She can approve one shipment at a time, by selecting the check box in front of the shipment record and then sets the approval status

File:BasicPlannerLogonCT300488.JPG

  • OR she can view a specific shipment record and then set an approval status

[[]]


Approve many or all shipments at once:

  • She can select all shipments by selecting the check box on the top of the column and then set approval status

File:BasicPlannerLogonAll.JPG

Constraint:

  • If all shipments that she selected contains some shipment that already been approved by basic planner, system will not allow her to set approval status to all shipments. She will see an error message stating that "Some shipment(s) has already been approved. Please select only new shipment(s) that you would like to approve." [OK]

File:ErrApproved1.JPG

use case

Case of basic planner view the approved shipment with the orange flag, she will not able to set approval status for this particular shipment. [[]]

File:BasicPlannerLogon.JPG

use case

Basic planner is approving CT 300488, he select the check box and set approval status to approve. [[]] After she approved it, CT 300488 will stay on New tab with orange flag that is waiting for super planner to approve. [[]]

Super planner logs on the web portal and he sees that there are 3 shipments records on New tab and 2 shipment records were approved by basic planner. She would like to approve CT 300488, she [[]]

after she approved it, this shipment will move to Approve Tab with the green flag.

Basic planner will see the same view on Approved Tab as Super planner

[[]]

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