Story 1.3.4.1. CRM. Order creation mode

Content

General info

This user story covers the creation of an order in the CRM system, involving multiple steps for systematically inputting and reviewing details before finalizing the order. Each step is designed to capture necessary information for efficient tracking and management of client orders.

User story

As a CRM user
I want to be able to create a new order by filling in all required details across multiple steps
So that I can systematically gather and review all necessary information before finalizing the order

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=30954-3415&t=SF3Fk2RW2wSppsXt-4

Acceptance criteria

01

Scenario: Initiating Order Creation
Given: I am on the CRM dashboard
When: I click “+“ (Create Order)
Then: I am directed to the first step of the order creation form to begin entering order details.

Listing, Orders.png

02

Scenario: Step 1. Filling Basic Information
Given: I am on the first step of the order creation form
When: I enter the order name, direct link, company, contact person, application type, job model, remuneration, and assigne the team (Account manager/Sales, Management consultant, Responsible recruiter)
Then: The fields are saved, and I can proceed to the next step by clicking "Next."

image-20250218-075556.png

03

Scenario: Step 2. Adding Specific Requirements
Given: I am on the second step of the order creation form
When: I enter details such as specific degree, experience level, important skills, work history, salary range, team size, and staffing reason
Then: All input fields are completed, allowing me to proceed to the next step by clicking "Next."

2th step.png

04

Scenario: Step 3. Adding Additional Requirements
Given: I am on the third step of the order creation form
When: I specify additional needs, human qualities, and collaboration ideas
Then: These inputs are saved, and I can continue to the next step by clicking "Next."

3th step.png

05

Scenario: Step 4. Defining Cooperation Details
Given: I am on the fourth step of the order creation form
When: I complete fields for general cooperation, expectations, specific needs, hiring process, and follow-up projects
Then: All details are saved, and I can proceed to the final step by clicking "Next."

4th step.png

06

Scenario: Step 5. Reviewing and Finalizing Order
Given: I am on the final checkup step
When: I review all entered details and ensure accuracy
Then: I can select "Publish" to complete the order creation process.

Checkup step.png

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