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Type:
Epic
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Status: To Do
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Priority:
Medium
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Resolution: Unresolved
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Affects Version/s: None
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Fix Version/s: Winter release
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Labels:None
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Company:CareerBuilder
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Epic Name:DMS Email Templates
Overview:
Allow DMS users to create and save branded email templates within the DMS populating information from consuming applications.
User Stories
1. As a DMS user, I want to be able to create and save email templates within the DMS so that I can send them to end users.
2. As a DMS user, I want the ability to populate template with data from consuming applications (ie. Offer data from the candidate form in the ATS).
3. As a DMS user, I want some type of editor to be available to use (Bee Editor) so that the email templates that are sent to end users are custom / professional and I have the ability to add various types of design, images, videos, etc.
4. As a DMS user, I want to be able to add the ability for an end user to esign the template (ie. Offer letter).
5. As a DMS user, I want the ability to lock down fields so that they cannot be edited or changed.
6. As a DMS user, I want the ability to resend a previously sent template so that end user can receive if they cannot find.
7. As a DMS user, I want the ability to preview and edit the template before sending to end user.
8. As a DMS user, I want to be able to see a historic log of the email templates I have sent from the DMS so I can refer back and as well as resend, if needed.
9. As a DMS user, I want to be able to enter email into multiple languages so that end user sees email in proper language.
Entry Criteria:
*DMS user goes into DMS and navigates to email templates.
Exit Criteria:
*The DMS user previews / edits email.
*The DMS user sends email to end user.
*The DMS user exits DMS.
Acceptance Criteria:
*IF I am a DMS user, I have the ability to create email templates using various layouts with the ability to pull in various types of features like videos, pictures, etc.
*IF I am a DMS user, I have the ability to pull in fields from consuming applications so that emails are dynamically populated with information.
*IF I am a DMS user, I have the ability to request an esignature from the end user.
*IF I am a DMS user, I have the ability to lock down certain information so it may not be edited.
*IF I am a DMS user, I have the ability to preview what will be sent to the end user before it is sent so that I can make any modifications I might want to make.
*IF I am a DMS user, I have the ability to see a historic log of email templates that have been sent and I can resend, if needed.
*IF I am creating a template, I am able to put in multiple languages.
Prerequisites:
- User is a current user of CBAT, CBES, or WT.
- User knows how to access portal either by link or within CB application.
| Field | Original Value | New Value |
|---|---|---|
| Attachment | content.png [ 85181 ] | |
| Attachment | settings.png [ 85182 ] |
| Description |
*Overview:*
Allow DMS users to create and save branded email templates within the DMS populating information from consuming applications. *User Stories* 1. As a DMS user, I want to be able to create and save email templates within the DMS so that I can send them to end users. 2. As a DMS user, I want the ability to populate template with data from consuming applications (ie. Offer data from the candidate form in the ATS). 3. As a DMS user, I want some type of editor to be available to use (Bee Editor) so that the email templates that are sent to end users are custom / professional and I have the ability to add various types of design, images, videos, etc. 4. As a DMS user, I want to be able to add the ability for an end user to esign the template (ie. Offer letter). 5. As a DMS user, I want the ability to lock down fields so that they cannot be edited or changed. 6. As a DMS user, I want the ability to resend a previously sent template so that end user can receive if they cannot find. 7. As a DMS user, I want the ability to preview and edit the template before sending to end user. 8. As a DMS user, I want to be able to see a historic log of the email templates I have sent from the DMS so I can refer back and as well as resend, if needed. *Entry Criteria:* *DMS user goes into DMS and navigates to email templates. *Exit Criteria:* *The DMS user previews / edits email. *The DMS user sends email to end user. *The DMS user exits DMS. *Acceptance Criteria:* *IF I am a DNS user, I have the ability to create email templates using various layouts with the ability to pull in various types of features like videos, pictures, etc. * IF I am a DNS user, I have the ability to pull in fields from consuming applications so that emails are dynamically populated with information. * IF I am a DNS user, I have the ability to request an esignature from the end user. *IF I am a DNS user, I have the ability to lock down certain information so it may not be edited. *IF I am a DNS user, I have the ability to preview what will be sent to the end user before it is sent so that I can make any modifications I might want to make. *IF I am a DNS user, I have the ability to see a historic log of email templates that have been sent and I can resend, if needed. *Prerequisites:* * User is a current user of CBAT, CBES, or WT. * User knows how to access portal either by link or within CB application. |
*Overview:*
Allow DMS users to create and save branded email templates within the DMS populating information from consuming applications. *User Stories* 1. As a DMS user, I want to be able to create and save email templates within the DMS so that I can send them to end users. 2. As a DMS user, I want the ability to populate template with data from consuming applications (ie. Offer data from the candidate form in the ATS). 3. As a DMS user, I want some type of editor to be available to use (Bee Editor) so that the email templates that are sent to end users are custom / professional and I have the ability to add various types of design, images, videos, etc. 4. As a DMS user, I want to be able to add the ability for an end user to esign the template (ie. Offer letter). 5. As a DMS user, I want the ability to lock down fields so that they cannot be edited or changed. 6. As a DMS user, I want the ability to resend a previously sent template so that end user can receive if they cannot find. 7. As a DMS user, I want the ability to preview and edit the template before sending to end user. 8. As a DMS user, I want to be able to see a historic log of the email templates I have sent from the DMS so I can refer back and as well as resend, if needed. *Entry Criteria:* *DMS user goes into DMS and navigates to email templates. *Exit Criteria:* *The DMS user previews / edits email. *The DMS user sends email to end user. *The DMS user exits DMS. *Acceptance Criteria:* *IF I am a DNS user, I have the ability to create email templates using various layouts with the ability to pull in various types of features like videos, pictures, etc. *IF I am a DNS user, I have the ability to pull in fields from consuming applications so that emails are dynamically populated with information. *IF I am a DNS user, I have the ability to request an esignature from the end user. *IF I am a DNS user, I have the ability to lock down certain information so it may not be edited. *IF I am a DNS user, I have the ability to preview what will be sent to the end user before it is sent so that I can make any modifications I might want to make. *IF I am a DNS user, I have the ability to see a historic log of email templates that have been sent and I can resend, if needed. *Prerequisites:* * User is a current user of CBAT, CBES, or WT. * User knows how to access portal either by link or within CB application. |
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| Fix Version/s | Winter release [ 10428 ] |
Please clarify the below points:
- What will be fields that we need to considered while creating a template.
- Populate template with data from consuming applications : What fields we need to consider for this point.
Also as per my understanding i have created the attached wireframe. Kindly check the same.
Aruna Raheja
added a comment - Molly Ronovsky Trent Sherrell
Please clarify the below points:
What will be fields that we need to considered while creating a template.
Populate template with data from consuming applications : What fields we need to consider for this point.
Also as per my understanding i have created the attached wireframe. Kindly check the same. Aruna Raheja
made changes -
| Attachment | DMS-10.pptx [ 86692 ] |
Aruna RahejaTrent Sherrell
These would be fields from the ATS / CBES that could dynamically populate when using within those apps. For example, we would use tags and pull [first name] into the template, and it would automatically pull from that candidate's file from whichever application this is being used in. This is a bigger picture thing once the systems are integrated. For the stand alone, we would still want to be able to create email templates, make them look nice, and attach the form - but the dynamic field population would come into play once hooked up to an application. So the fields would be whatever is available in those applications - ie name, location, position titled, offer data etc.
Samir Swapnil Pandhare Molly Ronovsky Nandkumar Prabhakar Karlekar
Hi all,
Please check the attached user flow
Aruna Raheja
added a comment - Samir Swapnil Pandhare Molly Ronovsky Nandkumar Prabhakar Karlekar
Hi all,
Please check the attached user flow
cc Trent Sherrell Aruna Raheja
made changes -
| Attachment | DMS10.pdf [ 86741 ] |
| Description |
*Overview:*
Allow DMS users to create and save branded email templates within the DMS populating information from consuming applications. *User Stories* 1. As a DMS user, I want to be able to create and save email templates within the DMS so that I can send them to end users. 2. As a DMS user, I want the ability to populate template with data from consuming applications (ie. Offer data from the candidate form in the ATS). 3. As a DMS user, I want some type of editor to be available to use (Bee Editor) so that the email templates that are sent to end users are custom / professional and I have the ability to add various types of design, images, videos, etc. 4. As a DMS user, I want to be able to add the ability for an end user to esign the template (ie. Offer letter). 5. As a DMS user, I want the ability to lock down fields so that they cannot be edited or changed. 6. As a DMS user, I want the ability to resend a previously sent template so that end user can receive if they cannot find. 7. As a DMS user, I want the ability to preview and edit the template before sending to end user. 8. As a DMS user, I want to be able to see a historic log of the email templates I have sent from the DMS so I can refer back and as well as resend, if needed. *Entry Criteria:* *DMS user goes into DMS and navigates to email templates. *Exit Criteria:* *The DMS user previews / edits email. *The DMS user sends email to end user. *The DMS user exits DMS. *Acceptance Criteria:* *IF I am a DNS user, I have the ability to create email templates using various layouts with the ability to pull in various types of features like videos, pictures, etc. *IF I am a DNS user, I have the ability to pull in fields from consuming applications so that emails are dynamically populated with information. *IF I am a DNS user, I have the ability to request an esignature from the end user. *IF I am a DNS user, I have the ability to lock down certain information so it may not be edited. *IF I am a DNS user, I have the ability to preview what will be sent to the end user before it is sent so that I can make any modifications I might want to make. *IF I am a DNS user, I have the ability to see a historic log of email templates that have been sent and I can resend, if needed. *Prerequisites:* * User is a current user of CBAT, CBES, or WT. * User knows how to access portal either by link or within CB application. |
*Overview:*
Allow DMS users to create and save branded email templates within the DMS populating information from consuming applications. *User Stories* 1. As a DMS user, I want to be able to create and save email templates within the DMS so that I can send them to end users. 2. As a DMS user, I want the ability to populate template with data from consuming applications (ie. Offer data from the candidate form in the ATS). 3. As a DMS user, I want some type of editor to be available to use (Bee Editor) so that the email templates that are sent to end users are custom / professional and I have the ability to add various types of design, images, videos, etc. 4. As a DMS user, I want to be able to add the ability for an end user to esign the template (ie. Offer letter). 5. As a DMS user, I want the ability to lock down fields so that they cannot be edited or changed. 6. As a DMS user, I want the ability to resend a previously sent template so that end user can receive if they cannot find. 7. As a DMS user, I want the ability to preview and edit the template before sending to end user. 8. As a DMS user, I want to be able to see a historic log of the email templates I have sent from the DMS so I can refer back and as well as resend, if needed. 9. As a DMS user, I want to be able to enter email into multiple languages so that end user sees email in proper language. *Entry Criteria:* *DMS user goes into DMS and navigates to email templates. *Exit Criteria:* *The DMS user previews / edits email. *The DMS user sends email to end user. *The DMS user exits DMS. *Acceptance Criteria:* *IF I am a DMS user, I have the ability to create email templates using various layouts with the ability to pull in various types of features like videos, pictures, etc. *IF I am a DMS user, I have the ability to pull in fields from consuming applications so that emails are dynamically populated with information. *IF I am a DMS user, I have the ability to request an esignature from the end user. *IF I am a DMS user, I have the ability to lock down certain information so it may not be edited. *IF I am a DMS user, I have the ability to preview what will be sent to the end user before it is sent so that I can make any modifications I might want to make. *IF I am a DMS user, I have the ability to see a historic log of email templates that have been sent and I can resend, if needed. *IF I am creating a template, I am able to put in multiple languages. *Prerequisites:* * User is a current user of CBAT, CBES, or WT. * User knows how to access portal either by link or within CB application. |
Aruna Raheja Please note I updated ticket to include the ability to support multiple languages.
Aruna Raheja
made changes -
| Attachment | New Email Template Editing GText.png [ 92064 ] | |
| Attachment | New Email Template Editing.png [ 92065 ] | |
| Attachment | New Email Template Lock Fields.png [ 92066 ] | |
| Attachment | New Email Template rows.png [ 92067 ] | |
| Attachment | New Email Template.png [ 92068 ] |
Molly Ronovsky : I have added the field kindly check.
Aruna Raheja
added a comment - Molly Ronovsky : I have added the field kindly check. Aruna RahejaGreat, thanks!
Trent Sherrell