CyberTrax 2.1 Client (EA Stamford Planners Only)

From UG

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

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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

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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 a warning message stating that "Some shipment(s) has already been approved. Please select only new shipment(s) that you would like to approve." [OK]

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

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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