Content
General info
Functionality for changing the statuses of processes within the CRM system. Users will have the ability to update the status of a process based on its current stage and context. This functionality is crucial for maintaining accurate process tracking and ensuring that all relevant parties are informed of any changes in status.
User story
As a CRM user
I want to change the status of a process
So that I can keep the process information current and reflect its progression accurately
Visual design
Logic of change statuses
Flow of the statuses
https://lucid.app/lucidchart/invitations/accept/inv_42f2f5f4-a594-477a-8e0a-e9e9bc033a1c —>
Acceptance criteria |
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01 |
Given: modal window create process When: select candidate Then: status “Request” |
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02 |
Given: modal window create process When: select candidate Then: process starts with status “Created” |
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03 |
Given: modal window create process When: select candidate Then: status “Request” |
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04 |
Given: status “Created” with selected one candidate and one vacancy When: click edit process Then: status “Request” |
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05 |
Given: status “Created” with selected one candidate and several vacancies When: click edit process Then: status “Request” |
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06 |
Given: status “Request” When: the letter is opened by candidate Then: status “Read“ |
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07 |
Given: status “Request” When: left 3 days after sharing Then: Email Reminder 1 OOS (Out of scope) – AND status “Reminder” |
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08 |
Given: status “Reminder” When: left 5 days after sharing Then: Email Reminder 2 |
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09 |
Given: status “Request” When: Email Reminder 2 is sent Then: Status “Candidate no reply” |
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10 |
Given: status “Request” When: Select “Candidate rejected“ Then: Status “Candidate rejected“ |
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11 |
Given: status “Request” When: Select “Candidate Accepted“ Then: Status “Candidate Accepted“ |
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12 |
Given: any status When: admin can change the status without flow to any status manually Then: status changed to any selected by admin |
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13 |
Given: status “Candidate accepted” When: Select “Share“ Then: Status “Shared“ |
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13a |
Given: status “Candidate accepted” When: Select “Share“ Then: Status “Shared“ |
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14 |
Given: status “Shared” When: company does not respond for 25 days Then: status “Company no reply” |
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15 |
Given: status “Shared” When: company asks some details (Clicks on the “Inquiry” button in the sharing link) Then: status “Enquiry Company” |
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16 |
Given: status “Shared” When: company rejected by email Then: status “Company rejected” |
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17 |
Given: status “Shared” When: select manually “Company rejected” Then: status “Company rejected” |
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18 |
Given: status “Shared” When: company open email Then: status “Company invitation” |
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19 |
Given: status “Shared” When: select status “Company invitation“ Then: status “Company invitation“ |
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20 |
Given: status “Company invitation” When: select “Candidate rejected” Then: status “Candidate rejected” |
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21 |
Given: status “interview 1” When: select “Candidate rejected” Then: status “Candidate rejected” |
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22 |
Given: status “Company invitation” When: select “interview 1” Then: status “Interview 1” |
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23 |
Given: status “Company invitation” When: select “interview 1” Then: status “Interview 1” |
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24 |
Given: status “Company invitation” When: select “interview 1” Then: status “Interview 1” |
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25 |
Given: status “Company invitation” When: select “interview 1” Then: status “Interview 1” |
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26 |
Given: status “Company invitation” When: select “interview 1” Then: status “Interview 1” |
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27 |
Given: status “Company invitation” When: select “interview 1” Then: status “Interview 1” |
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28 |
Given: status “interview 1” When: select “Candidate rejected” Then: status “Candidate rejected” |
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29 |
Given: status “interview 2” When: select “Candidate rejected” Then: status “Candidate rejected” |
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30 |
Given: status “interview 1” When: select “interview 2” Then: status “Interview 2” |
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31 |
Given: status “interview 1” When: select “interview 2” Then: status “Interview 2” |
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32 |
Given: status “interview 1” When: select “interview 2” Then: status “Interview 2” |
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33 |
Given: status “interview 1” When: select “interview 2” Then: status “Interview 2” |
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34 |
Given: status “interview 1” When: select “interview 2” Then: status “Interview 2” |
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35 |
Given: status “Company invitation” When: select “interview 2” Then: status “Interview 2” |
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36 |
Given: status “interview 2” When: select “Candidate rejected” Then: status “Candidate rejected” |
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37 |
Given: status “interview 3” When: select “interview 3” Then: status “Candidate rejected” |
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38 |
Given: status “interview 2” When: select “interview 3” Then: status “Interview 3” |
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39 |
Given: status “interview 2” When: select “interview 3” Then: status “Interview 3” |
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40 |
Given: status “interview 2” When: select “interview 3” Then: status “Interview 3” |
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41 |
Given: status “interview 2” When: select “interview 3” Then: status “Interview 3” |
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42 |
Given: status “interview 2” When: select “interview 3” Then: status “Interview 3” |
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43 |
Given: status “interview 2” When: select “interview 3” Then: status “Interview 3” |
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44 |
Given: status “interview 3” When: select “Probetag” Then: status “Probetag” |
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45 |
Given: status “Probetag” When: select “Offered” Then: status “Offered” |
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46 |
Given: status “Offered” When: select “Rocked” Then: status “Rocked” |












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