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Story 1.6.3.5. CRM. Process. Prefilter for BM and HoD in Processes to View Subordinated Users’ Processes

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

General info

Currently, BM (Business Managers) and HoD (Head of Division) must apply multiple filters in the Processes section to locate the processes of users subordinated to them. This often results in inefficiencies and errors, including a 414 error caused by overly complex filtering queries. To resolve this, a prefilter should automatically display the processes of users subordinated to the logged-in BM or HoD.

User story

As a Business Manager or Head of Division,
I want the Processes section to be prefiltered to show processes of my subordinated users,
So that I can efficiently access the relevant data without manually applying multiple filters.

Visual design:

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Acceptance criteria

01

Scenario: Prefilter processes for BM
Given the user is logged in as a BM
When they navigate to the Processes section
Then the prefilter automatically displays processes of users subordinated to the BM.

02

Scenario: Prefilter processes for HoD
Given the user is logged in as a HoD
When they navigate to the Processes section
Then the prefilter automatically displays processes of users subordinated to the HoD.

03

Scenario: Ensure performance and accuracy
Given the prefilter is applied
When the user views the prefiltered data
Then the system should load the data efficiently and accurately, without performance degradation.

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