FS 295942 LD-8QNKTV Implement Supervisor Message Handling
DHL
Implement Supervisor Message Handling
CALIDUS Portal
1st Mar 2012 - 0.1
Reference: FS 295942 LD-8QNKTV
Contents
Functional Overview
Client Requirement
Implement Supervisor Message Handling within CALIDUS Portal and Implement Problem Resolution emails within Portal As per FS 294817, SCR-294817-6: Implement Supervisor Message Handling within CALIDUS Portal & SCR-294817-7: Implement Problem Resolution emails within Portal. Please take under consideration all comments for this section from attached "CT Global Order Well v0 3 - initial spec.rtf"
Solution Overview
The CALIDUS Portal Web Application will be modified to include Message Creation and Message Processing pages which will allow the user to perform the following:
- Create a message (email) to report an Issue/Problem.
- Add additional messages onto the same problem thread.
- Show the message thread/history
- Respond to a user problem (admin only)
- Close a message thread (admin only)
- Re-Open a problem thread (admin only)
See the Functional Description for details.
Scope
- A new Calidus Portal table PORTAL_MESSAGES will be created to hold the messages.
- A new EMAIL_ADDRESS field will be added onto the PORTAL_USERS table to hold the users email address.
- A new EMAIL_ADDRESS field will be added onto the PORTAL_GROUPS table to hold the groups admin email address(es).
Functional Description
Message Creation
A new page within CALIDUS Portal will allow the entry of an email message from the inbound/outbound processing pages described elsewhere when the user has clicked the 'Report Problem' button and the message processing page described later in this document.
The page will display a header section with relevant information - for all messages the message type, status ('open') and user and then specific information dependent on the message type e.g. for an order message the owner/order number.
Under the header will be the email entry section. This will consist of the following fields:
- From - the email address from i.e. the email address of the user raising the message
- To - this will be the admin email address from the users group and if different the originator of the message i.e. the from address <as the message will not be sent by the user - TBC>.
- Cc - an additional box so the user may include other emails they wish to send the message to.
- Subject - the subject for the email.
Note: The From and To boxes will in nearly all circumstances be pre-populated, and non-amendable. The subject will only be editable on the initial creation of a message thread, for all responses and additional messages on the thread, it will be read-only to ensure the thread subject is consitent.
The final section will be a series of buttons:
- Send - this will send the message. If this is the first message a new message thread will be created, but if this is an additional message to an existing thread, it will be added into the thread, leaving the status of the message 'Open'. On sending the message, the system will take the user into the Message Processing page which will automatically show the message thread.
- Send & Close - this will only appear for admin users. It will send the message and set the stauts of the original to 'Closed' so that the message thread can no longer be added to.
- Cancel - this will not send the message and will return the user to the previous page.
Message Processing
The Message processing page will be called from the inbound/outbound processing pages when the user has clicked the email/message icon against a GRN/Order and the message creation page described above once the user has clicked 'Send'. The page may also be called from the menu.
There will be a selection section at the top of the page. If called from another page, the specific message information e.g. GRN/Order will be passed to the page, and this will be locked into the selection. If called from the menu, then the selection may be entered to find the required details. The selection available will be:
- Owner - This will display all owners visible to the user as assigned to the users Group within the Portal. NOTE: This drop-down will not contain an 'All' option, and will default to the currently selected owner from the Home page.
- Message Type - This will be the type of message - Order or GRN - but will also include 'Raised By' so that the user may select messages raised by a specific user, in which case both Order and GRN messages will be selected.
- Status - This will allow selection of the message status - either 'All' (Default) or 'Open' to only select open message threads.
- <Filter> - This will be a text box, which will either be a specific GRN, Order or User or may be left blank to select all messages for the given type.
Once the user clicks 'Find' or they have been passed in from another page, the page will display the chosen details for the selection:
- Status - this will display the email icon which will be green for closed message threads and red for open threads.
- Type - the type of message, which will be GRN or ORD.
- Owner - the owner for the GRN or Order.
- Order/GRN - either the GRN No. for GRN messages else the Order No. for ORD messages
- Raised By - the user who raised the initial message
- Date Raised - the date the initial message was raised
- Subject - the subject entered on the initial message
- Date Cleared - the date that the message thread was closed
- Cleared By - the admin user who closed the message thread
- Select - for 'normal' users, a select will be available against open messages, for 'admin' users both open and closed messages will be selectable. See below for the actions which may be performed on the message.
- +/- Clicking this will epxand/contract the selected message so that the message thread can be viewed in chronological order, including the actual email content, the from/to and the date/time of each message.
At the base of the page there will be an Action drop-down with the following options:
- Add Message - available to all users and for all Open messages, this will allow an additional message to be added to the initial thread.
- Close - only available to admin users. This will close the selected open message, without sending a response. Note: to send a response and close the message, the admin user should use 'Add Message' then click on 'Send & Close' in the message creation page.
- Re-Open - only available to admin users. This will reset the status of a Closed message to Open.
Appendix A: Quote & Document References
| Cost Details | ||||
| Activity | Estimate No. of Days |
No. of Days | Rate per Day (£) | Cost (£ Exc. VAT) |
| Requirements | 0.00 | 0.00 | 525 | £0.00 |
| Change Request Evaluation | 0.00 | 0.00 | 525 | £0.00 |
| Functional Specification | 1.50 | 1.50 | 525 | £787.50 |
| Technical Specification | 0.00 | 0.00 | 525 | £0.00 |
| Development | 4.00 | 4.00 | 500 | £2,000.00 |
| Testing and Release | 1.25 | 1.25 | 500 | £625.00 |
| Implementation | 0.00 | 0.00 | 500 | £0.00 |
| Project Management | First argument to "number_format" must be a number. | First argument to "number_format" must be a number. | 500 | £First argument to "number_format" must be a number. |
| TOTAL | First argument to "number_format" must be a number. | First argument to "number_format" must be a number. | £First argument to "number_format" must be a number. | |
| Estimate excludes training, release to live and go live support. |
A.1 References
| Ref No | Document Title & ID | Version | Date |
| 1 |
A.2 Glossary
A.3 Authorised By
OBS | OBS Product Manager | _____________________________ |
DHL | DHL Representative | _____________________________ |
