Cybertrax 2.1 Client (use cases)

From UG

Contents 1 Business story One 2 Use Cases 2.1 Use case. Create User Mary with Shipper Role 2.1.1 Figure 1 2.2 Use case. Log In As a Supplier First time 2.2.1 Figure 3 2.3 Use case. Create First Shipment 2.3.1 Figure 4 2.3.2 Figure 5 2.3.3 Figure 6 2.4 Use Case. View CTs in Shipper role 2.4.1 Figure 7 2.5 Use Case. Edit CT 2.5.1 Figure 12 2.6 Use Case. View CT 2.6.1 Figure 13 2.7 Use case. Create User with Authorization/Planner Role 2.7.1 Figure 2 2.8 Use case. Log In As a Planner and see shipments to authorize 2.8.1 Figure 8 2.9 Use case. Planner John approves one CT and rejects one CT 2.9.1 Figure 9 2.9.2 Figure 11 2.10 Use case. Planner John puts one CT on hold without a date 2.10.1 Figure: CT On hold without a date 2.11 Use case. Planner John adds Approved for date to CT that is on hold 2.11.1 Figure 10b 2.12 Use case. Entering comment 2.12.1 Figure 10a 2.13 Use Case. View CTs (as a Planner) 2.13.1 Figure 14 2.14 Use Case. Switch between different roles 2.14.1 Figure 15 2.15 Use Case. Create Jaguar Users Groups (as a Jaguar Operator) 2.15.1 Figure 16 2.16 Use Case. Create Jaguar User Susan with Operator Role 2.16.1 Figure 17 2.17 Use Case. Log In (as a Jaguar Operator) 2.17.1 Figure 18 2.18 Use Case. Susan views approved shipment records 2.18.1 Figure 19 2.19 Use Case. Susan updates fields for a shipment record(s) 2.19.1 Figure 20 3 Phase 2 3.1 Figure 18 Phase2 3.2 Figure 19 Phase 2 3.3 Figure 20 Phase 2 3.4 Figure 21 Phase 2 3.5 Figure 22 Phase 2 4 Document History

Business story One

Company Jackel is a supplier for a company CEI Holmdel. According to the new business process operator Mary Doe at Jackel is responsible for creating new shipments. All new shipments with PO issued by CEI Holmdel have to go through authorization process by planner John at Arden in Stamford. If authorized then they are ready to enter into transportation phase and be handled by Jaguar operator Susan. It is also possible that they get rejected or put on hold. In addition supervisor Mike at Arden would like to monitor/run reports on all shipments created by Jackel.

On July 1, Mary has the following 3 products ready to ship from her NJ warehouse. The name and address of her warehouse is Gannet Warehouse and they are located at 50 Executive Drive in Edison, NJ. These products are shipping to Cosmetic Essence Inc (CEI), who are located at 2182 Route 35S in in Holmdel, NJ.

First Mary has cosmetic brushes under PO # H018386, Sku 152813, that are packed onto 1 pallet, with 8 cartons, that contain 49,152 pcs inside, and weighs 108 pounds. Second, Mary has aluminum caps under PO # HEA0043, Sku 135096 that are packed onto 4 pallets, with 50 cartons, that contain 40,000 pcs inside, and weighs 560 pounds. Third Mary has empty glass bottles under PO # H016242, Sku 158841E5, that are packed onto 12 pallets, with 1545 cartons, that contain 30,900 pcs inside, and weighs 4356 pounds.

After Mary creates 3 records, she realizes that she needs to edit record # 11111. So she rushes around to update the record before planner John has time to review and in doing so, Mary spills her coffee on her desk, but was successful in updating the information before Arden planner John logged in.

Planner John logs in and he approves one, rejects one and holds one without a date.

After a few hours of meetings, planner John goes back to review the information for record 11112 and sets an approved for date of 01-Jul-2010.

Now Jaguar user Susan, who was running late this morning because of traffic logs in to see that 1 new record was approved earlier this morning by planner John. She clicks to view the record, updates any necessary information and assigns pick up trucker Jewels.

Use Cases

Use case. Create User Mary with Shipper Role

Jaguar operations manager creates user mary@jackel.com with Supplier role. E0 Client Company field is set to EA USA Domestic. Shipper field is set to Jackel. See #Figure 1.

Figure 1

Use case. Log In As a Supplier First time

Mary logs in. Her homepage is Shipments List, New Tab. No shipments displayed. See #Figure 3.

Figure 3

Use case. Create First Shipment

1) Mary clicks on “Add” button. System offers empty form. Mary fills in all required fields. See #Figure 4

Figure 4

2) Mary clicks “Save” button and is presented with “Preview and Disclaimer Screen”. See #Figure 5

Figure 5

3) She makes sure that all info is accurate, clicks OK and presented with “Confirmation screen”. See #Figure 6

Figure 6

Use Case. View CTs in Shipper role

• see steps 1,2,3 above

• 4) Mary clicks OK and System presents her with Shipments List. 3 new shipments appear now on New Tab. See #Figure 7

Figure 7

Use Case. Edit CT

Mary realizes that she has to edit some information. She selects CT and clicks on Edit. System presents the screen as defined on #Figure 12.

Figure 12

Use Case. View CT

After shipment went through approval process Mary will only be able to view CT and not edit - see #Figure 13 Please note that there are additional read only fields.

Figure 13

Use case. Create User with Authorization/Planner Role

Jaguar operations manager creates user john@arden.com with Planner role. “Authorize CT with PO issued by” field is set to “CEI Holmdel” . See #Figure 2.

Figure 2

Use case. Log In As a Planner and see shipments to authorize

Planner John logs in and see 3 new shipments that Mary created and he may authorize. See #Figure 8

Figure 8

Use case. Planner John approves one CT and rejects one CT

Planner John rejects one CT and approves another. To do that he selects appropriate CT on List CTs page, selects appropriate status from dropdown and clicks on "Apply" button.

Shipments now are displayed on appropriate tabs according to approval status. See Approved tab #Figure 9 and Reject Tab #Figure 11.

Figure 9

Figure 11

Use case. Planner John puts one CT on hold without a date

Planner John puts on hold CT#11112 See #Figure: CT On hold without a date.

Figure: CT On hold without a date

Use case. Planner John adds Approved for date to CT that is on hold

John selects CT and sets Approved for date to 01-Jul-2010.

This CT will be moved to Approved Tab by system automatically on Jul 01, 2010 (unless John decides to change this date or CT status).

He could also simply set status to Approved or Rejected instead of setting Approved for date.

See #Figure 10b

Figure 10b

Use case. Entering comment

Every time John set status to a shipment he can enter a comment - see #Figure 10a.

Figure 10a

Use Case. View CTs (as a Planner)

John may want to see detailed CT view. He selects CT and clicks on "View" button. See result on #Figure 14

Figure 14

Use Case. Switch between different roles

Max Links has 2 roles activated in profile: Client, and Shipper. He is currently looking at CT details as Client. To switch to his Shipper view he may click on the menu item located in the Header. See #Figure 15

Figure 15

Use Case. Create Jaguar Users Groups (as a Jaguar Operator)

Jaguar operations manager creates Jaguar Users Group EA Dom. Set List of panel(s) to Truck Dom Status. Users who belong to EA Dom are able to see a panel on their dashboard. See #Figure 16

Figure 16

Use Case. Create Jaguar User Susan with Operator Role

Jaguar operations manager creates Jaguar Users susan@jaguarfreight.com. Set Jaguar User Group to EA Dom. User who belongs to EA Dom is able to see a panel for Truck Dom Status on their dashboard. See #Figure 17

Figure 17

Use Case. Log In (as a Jaguar Operator)

Susan logs on to Internal application. She sees a dashboard view for number of shipments that have been approved by EM/Planners. Shipments are ready to move. See result on #Figure 18

Figure 18

Use Case. Susan views approved shipment records

Susan clicks View button. The panel will be replaced by the result of shipment records. From this example, there is ONLY one approved shipment. See result on #Figure 19

Figure 19

Use Case. Susan updates fields for a shipment record(s)

Susan selects checkbox in front of a shipment record that she would like to update fields. She clicks Global Update Fields button. A window pop-up displays fields that she can update.

Figure 20

Phase 2

Figure 18 Phase2

Figure 19 Phase 2

Figure 20 Phase 2

Figure 21 Phase 2

Figure 22 Phase 2

Document History

• published ver 1.0 --Alex 19:27, 18 June 2010 (EDT)