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
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Acceptance criteria
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01
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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.
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02
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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."
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03
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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."
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04
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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."
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05
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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."
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06
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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.
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