Client Watch List

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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

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

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 which 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

Top 5

Specs (from Home Page)

ss0) Read related article: Client Watch List --Alex 21:14, 1 August 2009 (UTC)

Qn) In case of new account this would show up empty. Is it OK? If not, options:

hide it if empty
show it as minimized (best?)

Ans) For the new accounts, Top 5, it will show Undefined of MOT with ? graphic MOT and message saying that "Nothing is currently on Top 5" for all 5 records for default.

ss1) This is a mini version of Client Watch List. It is a subset of Watch list that satisfy the following conditions:

For the new accounts, Top 5, it will show Undefined of MOT with ? graphic MOT and message saying that "Nothing is currently on Top 5" for all 5 records for default. --Tira 12:41 PM, 31 July 2009 (UTC)

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

ss2) Top 5 from Watch List subcomponent must be able to display brief information about shipments for the top 5 on the list.

brief information consists of MOT(graphics), Nickname, CT#, Auth, Collected, Dept, Arr, Deliv, and CC

each column header should have a full name displays as mouse moves over. For example, when user would like to know what CC is, user can put a mouse over "CC" and it will show a full name of CC as Custom Clearance

There is a bar to display a time line of shipments from Auth, Collected,...to CC with the conditions
- Conditions for CTs' bar appearance on particular column (Auth, Collected, Dept, Arr, Deliv, and CC) is the same as Shipment Progress condition

Qn) Is it last 5 added? Or need something else. Simon mentioned that he wants user to select top 5 recs from Watch list.

Ans) Simon said he would like clients to be able to manually choose their top 5 from Client Watch List

Use cases

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

Look And Feel

RFC

~~rfc1) [p2][version#?] Simon suggested to let client to select top 5 manually from Watch list page. --Alex 04:37, 18 July 2009 (UTC)~~

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) comment: Please use this rule ->(Actual DeliveryDate + 7 days) for now -- 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)

tw5) Add a warning pop-up

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 12:20 31 July 2009 (UTC)

Feedback from Simon on 17 Sep 2009 -- Tira 11:20 18 Sep 2009 (UTC)

tw6) CC column on Client Watch List.Please add logic for coloring as well.

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

Feedback from Simon on 2 Oct 2009 -- 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

Tweaks version 1.1.a

tw1) Add a feature to generate an email to client user when shipment is completed authorized, collected, departed, arrived,delivered and Custom change any statuses.-- Tira 10:50 AM 30 Nov 2009

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 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

Refer:Mantis 1390

tw1.a) Add 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

tw2) Subscribe email and/or sms text message through ANY complete actions and custom update any statuses in watch list and top 5. Mantis:1701This allows client users to manage their own status notifications with these 2 methods. The design will be implemented on "My Profile" page. Spec and design can be found at Watch List Shipments Status Notifications -- Tira 10:50 AM 21 January 2010

NOTE: tw1 and tw2 refer to 1390

tw3) Make an empty bar for the status of progressing bar that is empty and occurred before the other bars(partial/solid bar) -- Tira 10:50 AM 28 Oct 2009

tw4) Correct grammar from the pop-up confirmation message after click “ Save all changes” in Watch List from “All changes has been saved.” to “All changes have been saved.” -- Tira 9:50 AM 16 Dec 2009

Tweaks version 1.1.b

tw1) 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. -- Tira 3:30 PM 19 Jan 2009

Mantis: 1545

Tweaks version 1.1.c

Mantis: 1704

Tweaks version 1.1.d

Nickname should be held when user removes shipment from watch list.
Mantis: 1868

Figures

Figure 1. Watch List

Client Watch List

From UG

Contents

Mantis

Biz Analyst Intro

Sys Analyst Intro

Specs

Use cases

Top 5

Specs (from Home Page)

Use cases

Look And Feel

RFC

Look And Feel

Number of tweaks

Tweaks version 1.1.a

Tweaks version 1.1.b

Tweaks version 1.1.c

Archive

Business Requirement

Requirement (Under construction)

Steps

Logic

Tweaks version 1.1.d

Figures

Figure 1. Watch List

Views

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