Cybertrax 2.1 Client (use cases)
From UG
Business story
Company Jackel is a supplier for 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 the transportation phase and will 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.
June 14, Monday; 5:04pm
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 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 a long and busy Monday, Mary creates these 3 records and decides that she's had enough for the day and is going home.
June 15, Tuesday; 10:15am
Earlier this morning when Mary got to work she was ready for just another day...After her usual morning routine of 2 cigarettes on her 1st coffee break, she realizes all of a sudden that she needs to edit one those records she created yesterday for Arden. So she rushes back to her desk to update the record ASAP before planner John has time to review and reject and in doing so, Mary spills her coffee all over her desk. She scurries to grab tissues and napkins to cleanup the mess, as the coffee slowly creeps towards her keyboard, and is so successful in her clean up efforts that she's able to update the information before Arden planner John had a chance to log in.
...10:25am
Planner John now logs in and he sees the 3 new records Mary at Jackel created. As he sips his morning tea, he looks over each of the records. He approves one (ironically enough this is the one that Mary just updated 10 minuets ago), rejects one record and places the last record on hold without a date (as he thinks to himself, I have a meeting in 5 minutes and need some time to research the due date for this PO/Sku).
...11:40am
After his usual Tuesday morning meeting, planner John goes back to review the information for record 11112. After searching through some e-mails and paperwork, John notices that this PO/Sku is needed as soon as possible, but does not want it until the beginning of their fiscal year. So he sets an approved for date of 01-Jul-2010 knowing that Jaguar will get this delivered to CEI Holmdel by Tuesday 06-Jul-2010 the latest.
...11:55am
Now Jaguar user Susan, who was running extremely late this morning due to the traffic on the belt parkway, sits down at her desk, turns on her computer and logs into Cybertrax. Luckily she finds only 1 new record approved earlier this morning by planner John and has some time to route this shipment for pick up tomorrow. After a few phone calls, Susan now updates this record with the pickup trucker and estimated pick up date. She has 2 choices on how to update this record, so she clicks the check-box next to CT 11111 and opts for the quickest way of updating certain fields by clicking on the "Global Update Fields" button. Susan then assigns the trucker Jewels Transportation and sets the estimated pickup date as Wednesday 16-June-2010.
...later that day
Mary with Jackel logs back in. She clicks to view record 11111 and sees that Jaguar has assigned Jewels Transportation for pickup tomorrow, 16-June-2010. She calls her warehouse to notify them that Jewels Transportation will be in for pickup tomorrow and to ensure they'll have this 1 pallet ready on their dock.
June 16, Wednesday; 6:45pm
Jewels Transportation driver Joe collected the 1 pallet from Gannet Warehouse as planned. He dropped it off at Jewels' warehouse and is going home for the evening to relax.'
June 17, Thursday; 5:35am
Jewels Transportation's dock manager James, is getting ready to load his driver Matt's truck for local New Jersey deliveries. James loads this 1 pallet in the middle of the truck for late morning, early afternoon delivery to CEI Holmdel, hoping CEI will offload this 1 pallet quickly, so his driver can continue with his scheduled deliveries.
...10:35am
While in a big meeting with CEI executives, exasperated Arden planner John calls Jaguar operator Susan to double check that this record 11111 will be delivered today as it is needed for production first thing tomorrow morning. Unbeknownst to Arden planner John, Jaguar operator Susan is on vacation until next Wednesday and has to speak with her colleague Roy. Roy looks at the record to see that Susan added today's date (17-Jun-2010) as the estimated delivery date and asks John if he would hold the line while he double checks with the trucker. Roy places a call to Jewels Transportation and is talking with Brian who cannot answer the question about this delivery?! Now, Roy begins to sweat because John is still holding on the other line and he can't seem to get straight answers from Jewels Transportation re this delivery. After being passed around to 4 different people, in the matter of 12 minutes, Skip picks up the line and reassures Roy that this will deliver later this morning to CEI in Holmdel. Now Roy relays the same to John who sounds somewhat satisfied and asks Roy to keep him updated.
...12:35pm
Roy, receives a call from Skip at Jewels Transportation, who confirms this was just delivered and signed for by M. Walters. Roy then immediately calls Arden planner John to confirm the same, updates the record and goes to lunch.
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 User Susan with Operator Role
Jaguar operations manager creates Jaguar Users susan@jaguarfreight.com. Check on Truck Dom Stats for Dashboard configuration. Select E0.Client Company to Elizabeth Arden. This means that Susan is able to see Truck Dom Stats panel on her dashboard with the result of Elizabeth Arden Truck Domestic shipments. See #Figure 17
Figure 17
Use Case. Log In As a Jaguar Operator
Susan logs on to Internal Application on Tue Jun 15, 2010. She sees a dashboard view for numbers of shipments that have been approved by EM/planner. Shipment is ready to move. There is 1 shipment that was approved by EM/planner and 0 shipment that was routed, and picked up. See - #Figure 18 . Please note that if Susan clicks on the Today hyperlink number, the panel will be replaced by the result of the today shipment records. If the number is for Approved, the panel defaults to Approved Tab. If the number is for Routed, the panel defaults to Routed Tab. If the number is for Picked up, the panel defaults to Picked up Tab.
Figure 18
Use Case. View approved Shipment records
Susan clicks on the Total hyperlink number for the approved shipments. The panel will be replaced by the result of total shipment records. From this example, there is ONLY one Approved, 0 Routed, and 0 Picked up shipments for total shipment records. This case, result will be default on Approved tab. See - #Figure 19 . If Susan would like to filter shipments, she can use filter by expanding the list of filter, and set filter and click "Apply." See - #Figure 19a.
Figure 19
Figure 19a
Use Case. Susan updates fields for a shipment record(s)
Susan selects a checkbox in front of a shipment record as above #Figure 19 that she would like to update fields. She clicks Update Fields button. A window pop-up displays fields that she can update. See - #Figure 20
Figure 20
Use Case. Update a shipment record
Susan selects a checkbox in front of a shipment record as #Figure 19 above as she would like to update fields. She clicks Update Fields button. A window pop-up displays fields that she can update as #Figure 20. She updates Pickup Trucker and Estimated Pickup Date fields. See - #Figure 20a. Susan assigns a pick up trucker name and estimated pick up date then clicks Update Fields button. See - #Figure 20a. This shipment status is become routed. That means this shipment is no longer located on approved tab. See - #Figure 21
Figure 20a
Use Case. Update fields for an individual shipment record
Susan can also update fields by clicking a CT hyperlink shipment record. She can update fields as she wish. See - #Figure 20b and #Figure 20c
Figure 20b
Figure 20c
Use Case. Shipment is routed
After Susan updated Pickup Trucker and Estimated Pickup Date field, shipment becomes routed. It will be no longer on Approved tab, see #Figure 21. The shipment will be on Routed Tab. See - #Figure 21a . If Susan would like to see the panel of the dashboard, number of shipments on the panel will be updated. See - #Figure 21b
Figure 21
Figure 21a
Use Case. Susan clicks Home link
Susan clicks Home. She will see the Truck Dom Stats panel on her dashboard that shows there is no other records for Approve Status from planners/EMs that are waiting for her to assigns a pick up trucker and pick up dates. See - #Figure 21b
Figure 21b
Use Case. Shipper or Planner view a shipment that is routed
Mary views the shipment 11111, she sees that shipment was estimated to pick up and assigned a pickup trucker name. See - #Figure 22
Figure 22
Use Case. Update a routed shipment record
Susan selects a checkbox in front of a shipment record as #Figure 21a above as she would like to update Actual Pick up Date, Delivery Trucker and Estimated Delivery Date fields. She clicks Update Fields button. A window pop-up displays fields that she can update as #Figure 23 .
Figure 23
Use Case. Shipment is picked up
After Susan updated Actual Pick up Date, Delivery Trucker and Estimated Delivery Date field, shipment becomes picked up. It will be no longer on Routed tab, see #Figure 24 . The shipment will be on Picked up Tab. See - #Figure 24a . If Susan would like to see the panel of the dashboard, number of shipments on the panel will be updated. See - #Figure 24b . There is no shipment on Delivered Tab as #Figure 24c below.
Figure 24
Figure 24a
Figure 24b
Use Case. Update a picked up shipment record
Susan selects a checkbox in front of a shipment record as #Figure 24a Phase 2 above as she would like to update Actual Delivery Date field. She clicks Global Update Fields button. A window pop-up displays fields that she can update as #Figure 25 Phase 2.
Figure 25 Phase 2
Use Case. Shipment is delivered
After Susan updated Actual Delivery Date field, shipment becomes delivered. It will be no longer on Picked up tab, see #Figure 26 Phase 2. The shipment will be on Delivered Tab on Shipment List Internal application. If Susan would like to see the panel of the dashboard, number of shipments on the panel will be updated. See - #Figure 26a Phase 2
Figure 26 Phase 2
Figure 26a Phase 2
History
m2226
Mantis:2226
- 1) change label for Appr date
- 2) add more fields to Appr/Routed Notification Email
- Spec is updated: Y (Only requirement, not design)
- Updated by: Tira [10:30 AM July 16, 2010]
m2227
Mantis:2227
- Notification message content for Created CT needs to be updated
- Spec is updated: Y (Only requirement, not design)
- Updated by: Tira [10:30 AM July 16, 2010]
m2219 =
Mantis: 2219
- Remove "Actual Delivery Dates:" filter
- Remove Delivery Trucker, Actual Picked up Date, Estimated Delivery Date, and Actual Delivery Date on Routed Tab
- Remove Actual Delivery Date on Picked Up Tab
- Update label Gross Weight to Gross Weight (LB)
Document History
- published ver 1.0 --Alex 19:27, 18 June 2010 (EDT)
