Content
General info
This user story outlines the functionality for handling a situation where a consultant leaves the ROCKEN organization. The goal is to ensure that all the consultant’s activities are reassigned to a colleague to maintain continuity and prevent disruptions in ongoing processes.
In old system:
Is the consultant leaving ROCKEN?
Move all of his activities to the colleague
Assigned users in the drop-down have access to edit mode and reassignment of all entities of the opened user.
Any head of the opened (edited) user (HoR, HoD, BM, Admin) and the user himself has possibility to assign other users in this function.
Assignment can be taken off manually.
Assignment affects all of the items in the system: companies, orders, vacancies, publications, profiles, applications that were assigned to the edited user.
User story
As a CRM user [HoR, HoD, BM, Admin, owner]
I want to move all activities from one consultant to another
So that I can ensure continuity by reassigning the consultant’s activities when they leave ROCKEN
Visual design
Acceptance criteria |
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01 |
Scenario: Reassign activities Given: user list When: click edit on the user Then: all activities is changed to another CRM user depending on their role:
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DE: “Von einem Kollege(n) übernommen:” [selector of all users in the system] EN: “Covered by colleague(s):” [selector of all users in the system] |
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