CyberTrax 2.1 Client (EA Stamford Planners Only)

From UG

Contents 1 Introduction 2 Use case 1. Approve an individual shipment 3 use case 2.Approve many or all shipments at once 4 Use case 3. Shipment List for Basic Planner 5 use case

Introduction

Basic planner is able to approve new shipments on his New tab.

Use case 1. 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

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

She does not allow to re-approve the approved shipment

• If she selects the pre-approved shipment CT 300488, the set approval status panel will be replaced by: "This shipment is pending for the final approval from super planner."

• Same as on the view page

use case 2.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 and click "Apply" button.

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]

Use case 3. Shipment List for Basic Planner

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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