Content

[ Content ] [ General info ] [ User story ] [ Visual design: ] [ Acceptance Criteria ]

General info

In the "Cooperation Status" tab within the company edit mode, users can manage and edit the cooperation status across five key levels (KT1 to KT5). Users can modify the client level (Standard or Blacklist) and fill out various fields within each KT level. KT1 must be completed before users can access and edit KT2, and this sequential filling continues through to KT5. Each KT level contains specific fields that users can edit, with the ability to save or cancel changes. Additionally, users can reset (clear) the KT status, which will clear the data in the current and subsequent KT levels.

User story

As a CRM user [Admin, BM, HoD, Consultant]
I want to manage the cooperation status of a company across multiple KT levels in the "Cooperation Status" tab,
So that I can accurately track and update the company’s cooperation status and related details.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=21113-111290&t=6ItAnLqhDsxejI85-4

#	Acceptance Criteria
01	Scenario: Editing KT1 Information GIVEN I am in the "Cooperation Status" tab in edit mode, WHEN I edit the fields under KT1 (e.g., Customer, Seniority, Technologies, etc.), THEN the changes should be saved and reflected in the company’s cooperation status.
02	Scenario: Unlocking KT2 GIVEN I am in the "Cooperation Status" tab in edit mode, WHEN I complete all required fields in KT1, THEN KT2 should be unlocked, AND I should be able to manage Teams and SPOC information under KT2.
03	Scenario: Managing Teams and SPOC in KT2 GIVEN KT2 is unlocked, WHEN I add or edit teams and SPOC information (e.g., adding new persons, editing roles), THEN the updates should be saved and reflected in the cooperation status.
04	Scenario: Unlocking KT3 GIVEN I am in the "Cooperation Status" tab in edit mode, WHEN I complete all required fields in KT2, THEN KT3 should be unlocked, AND I should be able to select a key account manager and define annual tension, growth plan, and sales plan.
05	Scenario: Adding a Note in KT4 GIVEN KT3 is completed, WHEN I switch to KT4, THEN I should be able to add a note, AND the note should be saved and reflected in the cooperation status.
06	Scenario: Unlocking KT5 GIVEN I have added a note in KT4, WHEN I switch to KT5, THEN I should be able to add another note, AND the note should be saved and reflected in the cooperation status.
07	Scenario: Resetting KT Statuses GIVEN I am in the "Cooperation Status" tab in edit mode, WHEN I reset (Clear) the current KT status (e.g. KT3), THEN all filled data in the current and subsequent KT statuses should be deleted, AND I should be able to start editing again from KT3.
08	Scenario: Saving Edited Information GIVEN I am in the "Cooperation Status" tab in edit mode, WHEN I make any changes to the KT levels, THEN I should see a "Save Changes" button indicating the number of changes made, AND I can click it to save all changes, or click the "Cancel" button to discard them.