Phase One IP2 for EA

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Contents

Introduction

The purpose of this phase is to:

  • extend EA Shipper and Planner functionality to other MOTs such as Air, FCL, LCL, etc
  • increment Jaguar user functionality related to above
  • add additional options for Planner such as auto-approve and Top Manager review
  • some additional misc functionality

EA Shipper

EA Shipper: Changes to Admin > Security > User roles

R1) Rename "Shipper" into "EA Shipper"

R2) Prohibit anyone to rename this role - see Fig. below:

R3) Remove "Internal" tab from EA Shipper profile. See Fig below.

R4) Add "NOTE" to EA Shipper User Role profile. See content below. See Fig below. 

NOTE: This is a Default System User Role. It is specific for EA Client Company. Some functionality is EA specific.

EA Shipper: Changes to Admin > Users Admin

R5) Add MOT multiselect to User profile. Additional Tab. See Fig below. This dropdown regulates what CTs with what type of MOTs specific EA Shipper user can create.


NOTE: The following screens should remain the same for now:

User profile. General Tab:

EA Shipper: MOT Air

MOT Air: Create CT

Add one field to existing screen (when EA Shipper creates CT): MOT. See Fig below.

Note: Preview and Confirmation screens that follow "Save" are same as now.

MOT Air: Shipment List

The only change is to add one more column: MOT. See Fig below:

MOT Air: View Edit Clone Delete CT

Functionality is identical to what it is for EA Shipper for Truck mode in production.

MOT Air: Search and Download to xls Shipment List

Functionality is identical to what it is for EA Shipper for Truck mode in production.

EA SHIPPER: MOT LCL

SECTION NOT COMPLETED!

EA SHIPPER: MOT FCL

SECTION NOT COMPLETED!

EA SHIPPER: MOT Truck FTL AND Truck LTL

SECTION NOT COMPLETED!

Planner

SECTION NOT COMPLETED!

Two options will be added:

  • autoapproval
  • additional special Air approval

Jaguar Operator

SECTION NOT COMPLETED!

To accomodate additional MOTs on internal side we need to add similar tools to disposal of Jag Oper such as Drs and Virtual groups that display / manipulate CTs created / approved through Client App.

Misc

Tasks and Change requests

Dependencies

  • SOW 1 before SOW 2

SOW 1 (EA Shipper) Changes to Admin

mantis: 0003679

Implement what is defined in these sections:

SOW 2 (EA Shipper) MOT Air

mantis: 3680

Implement what is defined in these sections: #EA Shipper: MOT Air

Retrieved from "https://wiki.jaguarfreight.com/Phase_One_IP2_for_EA"
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