Story 1.3.2.1. CRM. Order view mode. Header

Content

General info

The Order View Mode Header provides an overview of the order, including its status, key dates, and personnel involved. It also includes functionalities for changing the order status and accessing additional information through direct links and timeline details.

User story

As a CRM user
I want to see a comprehensive header for each order
So that I can easily access important information and manage the order effectively.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=32435-146022&t=N2sPFZGmKVrtA1Fu-4

Acceptance criteria

01

Scenario: View order header
Given the user is on the Order View Mode page
When the page loads
Then the header should display the title of the order, status, change status button, notes icon, start date, and end date.

AND order get information about the market from the Company

image-20250221-130313.png

02

Scenario: View first section
Given the user is on the Order View Mode page
When the user views the order header
Then first sections should display:
– Sales/Account Manager (single selection, Roles: sales, consultant, admin, HoD, mandatory)
– Management consultant (single selection, All CRM users in select, not mandatory),
– Responsible Recruiter (single selection, recruiters and HoR in select, not mandatory),

03

Scenario: View second section
Given the user is on the Order View Mode page
When the user views the direct link section
Then second section, there should be options to copy the link and open it in a new tab.

04

Scenario: View third section
Given the user is on the Order View Mode page
When the user views the current step section
Then the section should display Current Step, Deadline, Next Task In, and a link to see the timeline.

05

Scenario: Edit Team Button
Given the user is on the Order View Mode page
When the first section (Sales/Account Manager, Management Consultant, Responsible Recruiter) is not filled out fully / has to be edited
Then a "Edit Team" button should be displayed.

image-20250218-073924.png

06

Scenario: Click on Edit Team Button
Given the user is on the Order View Mode page
When the first section (Sales/Account Manager, Management Consultant, Responsible Recruiter) is not filled out fully / has to be edited
Then the user clicks on an "Edit Team" button and can select the assigned in a popup

image-20250217-170322.png

07

Scenario: Make a Vacancy and Make a Publication Buttons
Given the user is on the Order View Mode page
When the second section (Direct Link) is not filled out fully
Then "Make a Vacancy" and "Make a Publication" buttons should be displayed in that section.

image-20240904-150913.png

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