Category: ROCKEN Documentation

  • Story 1.1.2.9. CRM. Company view mode. Tab Statuses. Sub tab Rocked

    Content

    General info

    The "Rocked" sub-tab, located next to the Communication sub-tab, will display a list of finished vacancies (processes with status "Rocked") associated with the company. Each entry in the list will include the name/title of the vacancy, the last update (date and time), and the responsible recruiter and consultant. The list will be scrollable, and users will not be able to edit or delete the items. The sub-tab is intended to provide a view-only summary of completed vacancies.

    User story

    As a CRM user [all roles],
    I want to view a list of finished vacancies in the Rocked sub-tab,
    So that I can see details such as the vacancy title, last update, and responsible personnel.


    RT-4300

    Получение подробных данных проблемы…
    СТАТУС

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=20821-101801&t=P5yvykvphdP2m4Fk-4

    #

    Acceptance Criteria

    01

    Scenario: Viewing Finished Vacancies
    GIVEN I am viewing the Rocked sub-tab in the Company View Page,
    WHEN I access this sub-tab,
    THEN I should see a list of all finished vacancies with status "Rocked" associated with the company,
    AND each entry should include the name/title of the vacancy, last update (date and time), and the responsible recruiter and consultant.

    02

    Scenario: Scrollable List of Vacancies
    GIVEN I am viewing the Rocked sub-tab,
    WHEN I scroll through the list of finished vacancies,
    THEN I should be able to scroll through all entries without pagination or search.

    03

    Scenario: Viewing Detailed Information
    GIVEN I am viewing the Rocked sub-tab,
    WHEN I look at an entry in the list,
    THEN I should see the name/title of the vacancy, the last update date and time, and the names of the responsible recruiter and consultant.

    04

    Scenario: No Editing or Deleting
    GIVEN I am viewing the Rocked sub-tab,
    WHEN I interact with an entry in the list,
    THEN I should not have the option to edit or delete any of the entries.

  • Story 1.1.2.8. CRM. Company view mode. Tab Statuses. Sub tab Communication

    Content

    General info

    The "Communication" sub-tab, located next to the Attachments sub-tab, will display a list of communications related to the company, including SMS messages and calls. This module will eventually be connected to Microsoft Teams, but initially, it will support only manual entries. Any CRM users must be allowed to add new entries, and edit only their own entries.

    Main way to add a communication is to click on the phone number (which will trigger the call in Teams) or clicking on the Email (which will open a Mailing agent), or using the SMS function in the system. The system records the event of triggering a call without recording the length of the call, but allows to edit this afterwards.

    When adding a new communication manually, users can choose from a list of phone numbers, including the company’s main phone number and phone numbers from company staff, with an option to specify whose phone number it is.

    User story

    As a CRM user,
    I want to view, add, and edit all SMS communications, calls and Emails in the Communication sub-tab,
    So that I can effectively track and manage all interactions related to the company’s processes and ensure accurate record-keeping.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=48598-326385&t=P5yvykvphdP2m4Fk-4

    #

    Acceptance Criteria

    01

    Scenario: Displaying SMS and Call Communications with Team Member Information
    GIVEN I am viewing the Communication sub-tab in the Company View Page,
    WHEN I access this sub-tab,
    THEN I should see a list of all SMS communications, Emails and calls related to the company,
    AND I should see the team member who sent each SMS or made each call,
    AND communications should be grouped by date.

    image-20241225-143223.png

    02

    Scenario: Editing Communication Entries
    GIVEN I am viewing the list of SMS communications, Emails and calls,
    WHEN I click on an entry edit link,
    THEN I should be able to edit only the entries that I have added.

    03

    Scenario: Displaying Call Types
    GIVEN I am viewing the Communication sub-tab,
    WHEN I see a call entry,
    THEN I should be able to see the type of call: call with company, call with a manager (name), or call with a candidate (name),
    AND the number associated with the call should be displayed.

    04

    Scenario: Showing Call Time
    GIVEN I am viewing the Communication sub-tab,
    WHEN I see a call entry,
    THEN the time of the call should be displayed at the end of the entry if it was saved.

    05

    Scenario: Adding a New Communication Entry
    GIVEN I am viewing the Communication sub-tab,
    WHEN I click the "Add Communication" button,
    THEN a modal should appear allowing me to input the number, who I contacted, duration, date,
    AND phone number including the company’s main phone number and phone numbers from company staff should be recorded,
    AND the new entry should be added to the list upon submission.

    image-20250106-125638.png

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=48598-326963&t=ncM9Xl4xa0iIVL1b-4

    06

    Scenario: Scrolling Through Communications
    GIVEN I am viewing the Communication sub-tab,
    WHEN I scroll through the list of SMS communications and calls,
    THEN I should be able to view all communications in the list without pagination or search.

    07

    Scenario: Manual Entry
    GIVEN I am viewing the Communication sub-tab,
    WHEN I attempt to add a new communication,
    THEN any CRM users should be allowed to add entries.
    AND only own entries should be available for editing
    AND only past time and dates can be added

    08

    Scenario: Access Control for Editing
    GIVEN I am viewing the list of SMS communications and calls,
    WHEN I attempt to edit an entry,
    THEN I should only be able to edit communications that I have added.

    09

    OOS Scenario: Data Aggregation from Microsoft Teams
    GIVEN the Communication sub-tab is connected to Microsoft Teams,
    WHEN Microsoft Teams integration is enabled,
    THEN the SMS communication and call data should be gathered and displayed automatically alongside manually added entries.

  • Story 1.1.2.1. Company view mode. Header

    Content

    General info

    Feature: Company View Mode
    Description: This feature provides a detailed view of a company’s information on a dedicated page within the CRM. It includes the company’s name, logo, status (with editing capability), and several actions (e.g., merge, edit, delete). The header is divided into three sections for comprehensive company details.

    User story

    As an CRM User
    I want to view detailed information about a company by clicking on its name in the company list
    So that I can manage and review all relevant details of the company, as well as perform necessary actions.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=46705-310258&t=UHTrDbOPxovRR4E4-4

    Acceptance criteria

    01

    Scenario 1: Open Company View Page

    Given I am an authenticated CRM User
    When I navigate to the "Company List" page AND I click on the name of a company
    Then I should be redirected to the "Company View Mode" page for the selected company
    AND see the header with status, buttons and info sections

    image-20240817-153722.png

    02

    Scenario 2: Display Company Information

    Given I am on the "Company View Mode" page
    Then I should see the following details at the top of the page:

    • Company Name

    • Company Logo

    • Company Status (with an option to change the status)

    • Checkbox "Can Be Posted on RJ"

    • "Rocken Jobs" button

    • "Merge Company" button

    • "Edit" button

    • "Delete" button

    03

    Scenario 3: View and Edit Company Information

    Given I am on the "Company View Mode" page
    When I view the first section
    Then I should see the following information:

    • Rocken Contact

    • Cooperation Status

    • Website

    • Headquarters

    • Market country

    • Service (with a link to view or hide)

    • Login

    • Password

    AND I should be able to edit the company information by clicking the "Edit" button

    AND ability to open Detail tab by link “All details“

    image-20241125-084751.png

    04

    Scenario 4: View Company Statistics

    Given I am on the "Company View Mode" page
    When I view the second section
    Then I should see the following statistics:

    • Amount of Vacancies

    • Publications

    • Requests

    • Sharings

    • Interviews

    AND ability to open BI board by link “Report in BI Board“

    image-20240817-174014.png

    05

    Scenario 5: View Company Structure

    Given I am on the "Company View Mode" page
    When I view the third section
    Then I should see a visual representation of the company’s structure

    image-20240817-174028.png

  • Story 1.1.2.2. CRM. Company view mode. Action buttons

    Content

    General info

    Feature: Company Action Buttons
    Description: This feature enables to perform various actions (edit, delete, Rocken Jobs, and merge companies) directly from the Company View Mode page. Each button initiates a specific action related to the company record.

    User story

    As a CRM User
    I want to perform specific actions on a company record from the Company View Mode page
    So that I can manage the company record effectively through available actions.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=46705-310258&t=UHTrDbOPxovRR4E4-4

    Acceptance criteria

    01

    Scenario 1: Perform Action Delete

    Given I am on the "Company View Mode" page
    When Click the "Delete" button Story 1.1.1.3. Company list Management CRUD

    Then I see modal confirmation message
    AND I should see a confirmation message indicating the company was deleted successfully
    AND the company should no longer appear in the company list

     

    02

    Scenario 2: Perform Action Rocken jobs

    Given I am on the "Company View Mode" page
    When Click the "Rocken Jobs" button

    Then redirect to Rocken jobs page with company information (e.g. https://rocken.jobs/firmen/abraxas-informatik-ag-jobs/ )

     

    03

    Scenario 3: Perform Action Merge Company

    Given I am on the "Company View Mode" page
    When Click the "Merge Company" button Story 1.1.1.4. CRM. Company. Merge Duplicate Companies

    Then see the modal window with ability to select the same companies and merge them

     

    04

    Scenario 4: Perform Action Edit Mode

    Given I am on the "Company View Mode" page
    When Click the "Edit" buttonStory 1.1.1.3. Company list Management CRUD

    Then see the opened edit of of the company information

     

  • Story 1.1.2.3. CRM. Company view mode. Change status and Add Note

    Content

    General info

    Feature: Change Company Status
    Description: This feature allows Admin Users to change the status of a company (e.g., Standard or Black List) from the Company View Mode page. The status change includes an option to add a note about the change, which is saved and viewable in the company’s notes section.

    User story

    As an CRM User
    I want to change the status of a company and add a note about the change
    So that I can accurately update the company’s status and document the reason for the change.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=46705-310462&t=UHTrDbOPxovRR4E4-4

    Acceptance criteria

    01

    Scenario 1: Open Change Status Modal

    Given I am on the "Company View Mode" page
    When I click on the "Change Status" button in the header
    Then a modal should appear with options to select a new status ("Standard" or "Black List")

    image-20240817-180639.png

    02

    Scenario 2: Change Status

    Given I am in the "Change Status" modal
    When I select a new status ("Standard" or "Black List")
    AND I enter a note in the text area field
    AND I click the "Change" button
    Then the company’s status should be updated to the selected status
    AND the note should be saved in the company’s notes section
    AND I should see a confirmation message indicating the status was changed successfully

    image-20240817-181138.png

    03

    Scenario 3: Add Note to Status Change

    Given I am in the "Change Status" modal
    When I enter a note in the text area field
    AND I click the "Add Note" button
    Then the note should be saved and associated with the status change
    AND I should see the note in the company’s notes section

    image-20240817-181218.png

    04

    Scenario 4: Cancel Status Change

    Given I am in the "Change Status" modal
    When I decide not to change the status
    AND I click the "X" icon
    Then the modal should be closed
    AND no changes should be made to the company’s status or notes

    05

    Scenario 5: Status Change Without Note

    Given I am in the "Change Status" modal
    When I select a new status but leave the note text area empty
    AND I click the "Change" button
    Then the company’s status should be updated to the selected status
    AND no note should be added to the company’s notes section
    AND I should see a confirmation message indicating the status was changed successfully

  • Story 1.1.2.4. CRM. Company view mode. Tab Statuses (KT flow)

    Content

    General info

    This feature involves creating a "Tab Status" section within the company view mode in the CRM. The tab will include three main components: Job Model, Cooperation Status, and Application By. Each section will have an "Edit" button, allowing users to modify the respective fields. The cooperation status tab will be structured into multiple Key Topics (KT1, KT2, etc.), where each subsequent KT becomes available only after the previous one is filled out. This ensures a structured and sequential data entry process.

    User story

    As a CRM user,
    I want to access and update the Job Model, Cooperation Status, and Application By fields in a structured manner within the company view mode,
    So that I can efficiently manage and track key information about the company’s recruitment and collaboration details.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=46705-310267&t=UHTrDbOPxovRR4E4-4

    Chart

    https://lucid.app/lucidchart/8fc819c4-4833-4476-a7da-332c4d6b0d66/edit?invitationId=inv_591f5b6e-2331-4e4b-ba02-36901976e993&referringApp=slack&page=0_0#

    image-20240817-192048.png

    Acceptance criteria

    01

    Scenario 1: View and Edit Job Model

    Given I am viewing the company view mode tab,
    When I navigate to the Job Model section,
    Then I should see fields for Job Model (with options like default), Remuneration (with defined ranges and percentages), and Guarantee (e.g., 75% — 1 Month),
    And there should be an "Edit" button to modify these fields.

    image-20240817-191824.png

    02

    Scenario 2: View and Edit Cooperation Status

    Given I am viewing the company view mode tab,
    When I navigate to the Cooperation Status section,
    Then I should see fields related to Cooperation Status, Customer, Seniority / Experience, Most important technologies, Optimal work history, Salary range, Team size, Reason for staffing, Additional needs, Important human qualities, Idea of collaboration, Expectations and No-gos, Where is there a particular need?, Process, and Follow-up projects,
    AND there should be an "Edit" button to modify these fields.

    03

    Scenario 3: Sequential Activation of Cooperation status (KT1 to KT5)

    Given I am editing the Cooperation Status section,
    When I fill out all fields in KT1,
    Then KT2 should become available for input,
    AND KT3, KT4, and KT5 should remain disabled until the previous Key Topic is fully completed.

    04

    Scenario 4: View and Edit Application By

    Given I am viewing the company view mode tab,
    When I navigate to the Application By section,
    Then I should see a field for "Application by" with the ability to add the source via email or by uploading a document,
    AND there should be an "Edit" button to modify this field.

    05

    Scenario 5: Validation of Sequential Key Topics

    Given I am attempting to access KT2 without completing KT1,
    When I try to edit KT2,
    Then I should be prevented from doing so by disabled fields

    image-20240817-192608.png

    06

    (in edit mode) Scenario 6: Reset Key Topics (KT) Status

    Given I have filled out one or more KT (e.g., KT1 and KT2) in the Cooperation Status section,
    When I choose to reset the current KT status (e.g., KT2),
    Then all data in the current KT (KT2) and any subsequent KTs (e.g., KT3, KT4, KT5) should be deleted,
    AND KT2 and any subsequent KTs should be reset to their initial state,
    AND KT1 should remain filled and unchanged.

    07

    Scenario 7: Confirmation Before Resetting KT Status

    Given I am about to reset a Key Topic status (e.g., KT2) in the Cooperation Status section,
    When I click the "Reset" button,
    Then a confirmation dialog should appear asking if I am sure about resetting the current KT status,
    AND if I confirm, the current KT and all subsequent KTs should be reset and all associated data deleted.

  • Story 1.1.2.5. CRM. Company view mode. Tab Statuses. Sub tab Activities

    Content

    General info

    The "Activities" sub-tab within the Company View Page Tab Status will display a chronological log of all activities related to the company. This includes updates made to any fields in edit mode, notes added, emails sent or received within processes, and both automated updates (by an Activity Bot) and manual actions performed by specific users. The sub-tab will feature icons representing different types of activities, with the most recent activities shown at the top. Users will be able to scroll through the history of activities.

    User story

    As a CRM user,
    I want to view a chronological log of all activities related to a company in the Activities sub-tab,
    So that I can track all changes, communications, and updates efficiently.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=16335-53352&t=6ItAnLqhDsxejI85-4

    Acceptance criteria

    01

    Scenario 1: Display of Activities

    Given I am viewing the Activities sub-tab in the Company View Page,
    When I navigate to this sub-tab,
    Then I should see a list of all activities related to the company,
    AND each activity should be displayed with an appropriate icon indicating the type of activity (e.g., field update, note added, email sent/received).

    02

    Scenario 2: Order of Activities

    Given I am viewing the Activities sub-tab,
    When activities are displayed,
    Then the most recent activities should be shown at the bottom of the list
    AND activities should be scrolled to the bottom to see the latest activities

    03

    Scenario 3: Display of Activity Details

    Given I am viewing the Activities sub-tab,
    When I look at an activity entry,
    Then I should see details of the activity including what was updated or added, who performed the action, and whether it was done manually or automatically by the Activity Bot.

    image-20240817-194310.png

    image-20240817-194338.png

    04

    Scenario 4: Scrolling Through Activities

    Given I am viewing the Activities sub-tab,
    When there are more activities than can fit on the screen,
    Then I should be able to scroll up to view older activities.

    05

    Scenario 5: Differentiating Activity Types

    Given I am viewing the Activities sub-tab,
    When I look at the icons next to each activity,
    Then I should be able to easily differentiate between types of activities (e.g., an icon for field updates, a different icon for notes, another for emails).

  • Story 1.1.2.6. CRM. Company view mode. Tab Statuses. Sub tab Notes

    Content

    General info

    The "Notes" sub-tab, located next to the Activities sub-tab, will display all notes related to the company, which are manually added from various sections within the CRM. Users will also have the ability to add new notes directly from this sub-tab. Clicking the "Add Note" button will open a modal with a text area and buttons to "Add" or "Cancel" the note. Once added, notes will appear at the bottom of the list and will be scrollable. Users will not have the ability to delete notes once they are added. Each note will include the text, the creator’s name, and the date and time the note was posted.

    User story

    As a CRM user,
    I want to view and add notes related to a company in the Notes sub-tab,
    So that I can keep track of important information and comments, while ensuring all notes are permanently recorded.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=16335-53352&t=6ItAnLqhDsxejI85-4

    Acceptance criteria

    01

    Scenario 1: Display of Notes

    Given I am viewing the Notes sub-tab in the Company View Page,
    When I navigate to this sub-tab,
    Then I should see a list of all notes related to the company,
    AND each note should display the text content, the name of the person who created the note, AND the date and time the note was posted.

    image-20240818-081949.png

    02

    Scenario 2: Adding a Note

    Given I am viewing the Notes sub-tab,
    When I click the "Add Note" button,
    Then a modal should appear with a text area for entering the note content,
    AND there should be "Add" and "Cancel" buttons.

    03

    Scenario 3: Confirming a New Note

    Given I have entered text in the note’s text area in the modal,
    When I click the "Add" button,
    Then the note should be added to the bottom of the notes list,
    AND the modal should close,
    AND the note should be visible in the Notes sub-tab with the correct structure: text, note created by, and date and time posted.

    04

    Scenario 4: Canceling Note Creation

    Given I have opened the "Add Note" modal,
    When I click the "Cancel" button,
    Then the modal should close without saving any text entered,
    AND no new note should be added to the list.

    05

    Scenario 5: Scrollable Notes List

    Given there are more notes in the Notes sub-tab than can be displayed on the screen,
    When I view the notes list,
    Then I should be able to scroll up to see older notes.

    06

    Scenario 6: Restricting Note Deletion

    Given I am viewing the Notes sub-tab,
    When I attempt to interact with any note,
    Then there should be no option to delete the note,
    AND all notes should be permanently displayed once added.

    07

    Scenario 7: Persisting Notes from Different Sections

    Given I have added notes from different sections of the CRM (e.g. from changing status of the company),
    When I view the Notes sub-tab,
    Then I should see all the notes consolidated in this tab,
    AND they should maintain the correct structure: text, note created by, and date and time posted.

  • Story 1.1.2.7. CRM. Company view mode. Tab Statuses. Sub tab Attachments

    Content

    General info

    The "Attachments" sub-tab, located next to the Notes sub-tab, allows users to manage files related to a company. Users can add new attachments by clicking on a link labeled "attach the file" and selecting a file from their computer. The attachments will appear at the bottom of the list. The list will be scrollable if it contains more attachments than can be displayed on the screen. Users can download attachments by clicking on them, which will prompt a dialog to save the file on their computer. Users also have the ability to delete attachments.

    User story

    As a CRM user,
    I want to upload, view, download, and delete attachments related to a company in the Attachments sub-tab,
    So that I can efficiently manage important documents and files associated with the company.

    Visual design:

    https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=16335-53352&t=6ItAnLqhDsxejI85-4

    #

    Acceptance Criteria

    01

    Scenario: Adding a New Attachment
    Given I am viewing the Attachments sub-tab in the Company View Page,
    When I click the "attach the file" link,
    Then I should be able to select a file from my computer,
    AND the selected file should be uploaded and added to the bottom of the attachments list.

    image-20240818-084631.png

    02

    Scenario: Displaying Attachments in a Scrollable List
    Given I have added multiple attachments to the Attachments sub-tab,
    When the number of attachments exceeds the visible area of the screen,
    Then I should be able to scroll down to view all attachments in the list.

    03

    Scenario: Downloading an Attachment
    Given I am viewing the Attachments sub-tab,
    When I click on an attachment,
    Then a dialog should appear prompting me to save the file on my computer.

    04

    Scenario: Deleting an Attachment
    Given I am viewing the Attachments sub-tab,
    When I click on the delete option for an attachment,
    Then the attachment should be removed from the list,
    AND it should no longer be accessible from the sub-tab.

    05

    Scenario: Confirmation Before Deleting an Attachment
    Given I am about to delete an attachment,
    When I click the delete option,
    Then a confirmation dialog should appear asking if I am sure about deleting the attachment,
    AND if I confirm, the attachment should be deleted,
    AND if I cancel, the attachment should remain in the list.

    image-20240818-084558.png