Category: ROCKEN Documentation

  • Story 1.7.1.3. CRM. Users list filters

    Content

    General info

    The users list page includes filtering options that allow users to filter the list of CRM users by Business Unit, Categories, and Country. Users are pre-filtered by their own country by default, with the option to reset this filter. The filters are persistent, meaning they are saved when navigating away from and returning to the page. Additionally, the page includes a search field to allow users to search by name or other relevant criteria.

    User story

    As a [CRM user],
    I want to filter the list of CRM users by Business Unit, Categories, Manager, and Country,
    So that I can easily find and manage specific users based on these criteria.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=49880-106393&t=zBeAdtYSlOlc0Kq5-4

    #

    Acceptance Criteria

    01

    Scenario: Opening the Filters panel
    Given I am on the users List page
    When I click on the "Filters" link
    Then the filters panel should open on the right side of the screen, displaying filter options such as

    1. Title / Titel

    2. OOS Keyword / Keyword

    3. Status / Status

    4. Business Unit / Business Unit

    5. Role / Rolle

    6. Division / Division

    7. Position / Position

    8. Categories / Kategorien

    9. Market / Markt

    image-20241121-161252.png

    02

    Scenario: User interact with the filter panel
    Given user in filter panel,
    When clear/add/search some items
    Then have common behaviour of the field described here: Story 1.0.12.5. CRM. Filter panel

    #

    Filter Field

    Acceptance Criteria

    Query

    https://api.staging.rockengroup.com/api-documentation-2000#/User/get_api_v1_users_

    01

    User name

    Scenario: User applies Users filter.
    Given the user enters a Name,
    When the title exists,
    Then suggestions are displayed.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags

    search query

    02

    Keyword OOS

    Scenario: User applies a keyword filter.
    Given the user enters a custom keyword,
    When it is find info in any Users fields without suggestions
    AND data matches with keyword ,
    Then relevant results are displayed

    Select type:

    • multi select OOS

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags

    search by all fields in Users

    03

    Status

    Scenario: User applies a status filter.
    Given the user selects a status,
    When the selection is made,
    Then the results reflect the selected status.

    Select type:

    • multi select

    • multi tags

    • search OOS

    • suggestions OOS

    • custom tags OOS

    should be added to API by backend developer

    Options:

    04

    Business Unit

    Scenario: User filters by business unit.
    Given business units exist,
    When one is selected,
    Then results match the selection.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    business_units[]

    05

    Role

    Scenario: User applies a Role filter.
    Given Role exist,
    When one or several are selected,
    Then results show jobs managed by the selected role.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    06

    Division

    Scenario: User applies division filter.
    Given available division option,
    When one division is selected,
    Then results filter accordingly this division.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    07

    Position

    Scenario: User applies a position filter.
    Given position options exist,
    When one or several are selected,
    Then results show jobs managed by the consultant.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    Options:

    08

    Category

    Scenario: User applies a category filter.
    Given the user types a category,
    When matches exist,
    Then suggestions are displayed.

    Select type:

    • multi select

    • multi tags

    • search

    • suggestions

    • custom tags OOS

    should be added to API by backend developer

    09

    Market

    Scenario: User filters by country.
    Given country options exist,
    When one is selected,
    Then only profiles in that country are displayed.

    Select type:

    • single select

    • single tag

    • search OOS

    • suggestions OOS

    • custom tags OOS

    should be added to API by backend developer

  • Story 1.7.1.2. CRM. Users list table

    Content

    General info

    The users list page in the CRM displays all CRM users in a structured table format. The table includes columns for Name, Role, Business Unit > Division > Position, Manager, Email, Phone, Country, and action buttons for editing or deleting users. The table is designed to provide a clear overview of the users and allows for easy management through the action buttons.

    User story

    As a [CRM user],
    I want to see a list of all CRM users in a table,
    So that I can easily manage user information and perform actions like editing or deleting users.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=57163-417829&t=nmWmF1PDs9uXp75i-4

    #

    Acceptance Criteria

    01

    Scenario: Viewing the Users List Table
    GIVEN I am on the users list page,
    WHEN I access the page,
    THEN I should see a table displaying all users with columns for Name with Country, Role, Business Unit > Division > Position, Manager, Email, Phone, and action buttons.

    image-20241125-083919.png

    02

    Scenario: Action Buttons for Users
    GIVEN I am viewing the users list table,
    WHEN I click on the action buttons (edit or delete),
    THEN I should see options to edit (edit mode) or delete (with confirmation) the corresponding user.

    image-20240823-154707.png

    image-20240823-154725.png

    03

    Scenario: Missing Information in User Table
    GIVEN a user has missing information for any column,
    WHEN I view the users list table,
    THEN I should see a "-" symbol in the corresponding cell.

    04

    Scenario: Viewing User Details
    GIVEN I am on the users list page,
    WHEN I click on a user’s name,
    THEN I should be taken to that user’s detail page for more information.

    05

    Scenario: Scrollable User List Table
    GIVEN there are more users than can fit on one page,
    WHEN I scroll down,
    THEN I should be able to scroll through the list of users to view all entries with using pagination.

  • Story 1.6.4.11. Process view. Tab All processes

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

    When:

    Then:

    03

    Given:

    When:

    Then:

  • Story 1.6.4.10. CRM. Process view. Tab Vacancy

    Content

    General info

    This story focuses on the "Vacancy" tab within the Process View. The "Vacancy" tab includes a collapsible area displaying the name of the vacancy at the top. If the candidate has previously applied for the same job, a message indicating "Candidate was applied for this job before" should be shown to alert the CRM user. The tab further breaks down into three subtabs for better organization: "Main Information," "Description," and "Company." Each subtab serves a distinct purpose, providing relevant data about the vacancy and how well the candidate matches the job requirements.

    • Main Information Sub-tab: Displays matching percentage and skills match, categorized by total matching, skills, categories, and location. This section also provides a detailed view of the candidate’s skills and highlights the most important information, including experience level, workload, salary range, age, position, employment types, start date, and degrees.

    • Description Sub-tab: Shows a detailed description of the vacancy, outlining the job responsibilities, requirements, and expectations from the candidate.

    • Company Sub-tab: Provides company-specific information related to the job, including the company logo, name, headquarters location, company size, website, and industries.

    User story

    As a CRM user
    I want to view and interact with detailed information about the vacancy under the "Vacancy" tab
    So that I can assess the candidate’s fit and take appropriate actions in the recruitment process.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=57972-55216&t=oV4aMnMhL8gwFin5-4

    Acceptance criteria

    01

    Scenario: Display Vacancy Information
    Given the CRM user navigates to the "Vacancy" tab in the Process view
    When a candidate is associated with a vacancy
    Then the name of the vacancy should be displayed at the top of the collapsible area.

    image-20241004-062718.png

    02

    Scenario: Candidate Application Notification
    Given the candidate has previously applied for the vacancy
    When the CRM user views the "Vacancy" tab
    Then the message "Candidate was applied for this job before" should be displayed.

    image-20241004-062744.png

    03

    Scenario: Main Information Subtab
    Given the CRM user is viewing the "Main Information" subtab
    When the candidate’s data is loaded
    Then matching information, skills, and most important information should be displayed, including experience level, workload, salary range, age, position, employment types, start date, and degrees.

    Story 1.6.4.12. CRM. Process view. Tab Vacancy. Matching section

    04

    Scenario: Description Subtab
    Given the CRM user clicks on the "Description" subtab
    When the vacancy description is retrieved
    Then the full description of the vacancy should be displayed.

    05

    Scenario: Company Subtab
    Given the CRM user clicks on the "Company" subtab
    When the company information is retrieved
    Then the company logo, name, headquarters location, company size, website, and industries should be displayed.

  • Story 1.6.4.9. CRM. Process view. Tab Attachments

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

    When:

    Then:

    03

    Given:

    When:

    Then:

  • Story 1.6.4.5. Process view. Tab Notes. List of notes

    Content

    General info

    The CRM user should be able to view a list of notes added to a specific process. The notes should display relevant information such as the content, author, and date. Pinned notes should be highlighted at the top of the list.

    User story

    As a CRM user
    I want to view a list of notes associated with a process
    So that I can access relevant information quickly

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-97962&t=jXNsICvTixJeGUMv-4

    Acceptance criteria

    01

    Scenario: Viewing notes for a process
    Given I am in the "Notes" tab of the process view
    When I open the "Notes" tab
    Then I should see all the notes related to the process, with pinned notes displayed at the top.

  • Story 1.6.4.3. Process view. Tab Chat

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

    When:

    Then:

    03

    Given:

    When:

    Then:

  • Story 1.6.4.4. Process view. Tab Calendar

    Content

    General info

    User story

    As a …

    I want …

    So that …

    Visual design:

    Acceptance criteria

    01

    Given:

    When:

    Then:

    02

    Given:

    When:

    Then:

    03

    Given:

    When:

    Then:

  • Story 1.6.4.2. CRM. Process view. Tab Activity

    Content

    General info

    As part of enhancing process tracking in the CRM, a dedicated "Activity" tab will be added to each Process view. This tab will log and display all significant actions taken on a process, including status changes, email interactions, event creation, and forecast updates, with each entry timestamped in CET. Communication and notes will be segregated into their own tabs, allowing for clear and organized activity tracking. This feature will improve visibility into the history and actions associated with each process.

    User story

    As a CRM user,
    I want to see a detailed log of activities associated with each process,
    So that I can review all important updates, actions, and changes for accurate tracking and reporting.


    RT-4584

    Получение подробных данных проблемы…
    СТАТУС

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-97489&t=Kyfn4cYcN8tVkZjO-4

    Acceptance criteria

    01

    Scenario: Status change logging
    Given a user changes the status of a process
    When the status change is recorded
    Then it should be displayed in the Activity tab with the format:
    EN: "{user/candidate/company name} changed status to {status name}"
    DE: "{user/candidate/company name} hat Status auf {status name} geändert."

    image-20241101-072703.png

    02

    Scenario: Manual status change from CRM Process page
    Given a user manually changes the status from the CRM Process page
    When the manual change is recorded
    Then it should be displayed with the format:
    EN: "{user/candidate/company name} manually changed status to {status name}"
    DE: "{user/candidate/company name} hat Status auf {status name} manuell geändert"
    and include related comments/notes if provided.

    03

    Scenario: Email delivery record
    Given an email is sent via SendGrid
    When the email is delivered
    Then the record should display in the Activity tab with the format:
    EN: "Email {template name} for {status name} was delivered on {date} at {time}"
    DE: "E-Mail {template name} für {status name} wurde am {date} um {time} zugestellt."

    04

    Scenario: Email read/opened record
    Given an email is opened by the recipient
    When the email read event is logged via SendGrid
    Then the record should display in the Activity tab with the format:
    EN: "{candidate/company contact} opened the E-Mail: status change to {Read}/{Read Shared}"
    DE: "{candidate/company contact} öffnete die E-Mail: Statusänderung auf {Read}/{Read Shared}."

    05

    Scenario: Forecast update
    Given a user updates the forecast
    When the forecast changes from automatic to manual
    Then the record should display in the Activity tab with the format:
    EN: "{user name} updated the Forecast from {automatic forecast} to {manual forecast entry}"
    DE: "{user name} hat die Forecast von {automatic forecast} auf {manual forecast entry} aktualisiert."

    06

    Scenario: Event creation logging
    Given a user creates an event
    When the event is recorded
    Then the Activity tab should display the entry with the format:
    EN: "{user name} created {event type} for {event date} {event time}"
    DE: "{user name} hat {event type} für {event date} {event time} erstellt."

    07

    Scenario: Manual status indication
    Given a status change is made manually from the CRM (not in vacancy or profile interaction)
    When the record is created
    Then the term "manual" should be included in the entry.

    08

    Scenario: Separation of communication and notes
    Given activity records are displayed
    When a user navigates to the Activity tab
    Then all status changes, email interactions, event records, and forecast updates should be displayed, while communication and notes are segregated into separate tabs.

    09

    Scenario: Date and time format
    Given an activity record is created
    When it is displayed in the Activity tab
    Then each entry should contain date and time in CET.

    10

    Scenario: Record immutability
    Given an activity entry is created
    When a user views the entry
    Then there should be no option to delete the record, ensuring permanent logging.

  • Epic 1.6.4. CRM. Process view mode (collapse section)

    Content

    General info

    The CRM Process View is a core component of the CRM system where users can manage and monitor candidate applications for specific vacancies. It includes various tabs that display critical information about the candidate, the vacancy, and the company. This epic focuses on the detailed information presented under the "Process view" to streamline data visibility for CRM users and provide quick access to essential details for decision-making. The goal is to ensure that users can easily navigate between different tabs and view structured information about vacancies, candidates, and companies without needing to switch contexts.

     

    Epic ticket:


    RT-6812

    Получение подробных данных проблемы…
    СТАТУС

    User stories

    Visual design

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-97489&t=Hj6EIWi3xA7e3iA3-4