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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 Architecture
Overview:
Offer secure customer access to intuitive document management system in which users can create, store, and upload forms easily.
User Stories
Within this document, all individuals with accounts on one, a combination, or all of the following products: CBAT, CBES, and WT will be represented with the generic term, "CB Software user."
1. As an existing CB Software user, I want to have a seamless experience moving from one app to the DMS and see the same branding throughout.
2. As an existing CB Software user using the DMS, I want to securely log into the DMS so I will know my information is not being compromised.
3. As a CB Software user using the DMS, I want to be able to access the content/functionality DMS as a standalone so that I can get to it outside of software products, if needed.
4. As a non-CB Software user using the DMS, I want to be able to access the content/functionality DMS as a standalone since I do not have any integrated products.
5. As an existing CB Software user using the DMS, I want to be able to navigate to the DMS and have it automatically authenticate me as a user so I will not have to remember multiple login information.
6. As a DMS user, I would like to see an intuitive, easy to navigate flow of options within the DMS module.
6. As a DMS user, I want to be able to easily navigate to an area in which I can upload forms I have created and want to use to send to end users.
7. As a DMS user, I want to be able to easily navigate to an area/library in which I can view all uploaded form templates.
8. As a DMS user, I want to be able to easily navigate to an area/library in which I can view all completed/sent forms.
9. As a DMS user, I want to be able to easily go into my completed/sent forms library and retrigger/resend a previous request due to end user not being able to find first attempt.
10. As a DMS user, I want to be able to easily navigate to an email templates area of the portal, in which a user can use previous templates / create new templates to be used to send to end users.
11. As DMS user, I would like to easily be able to navigate to the forms builder, in which I can build a form from scratch.
12. As an admin DMS user, I would like to be able to easily navigate to where users are managed/updated.
13. As a DMS user, I would like to be able to easily navigate to where account settings are located so that I can update the types of notifications, settings etc. for my account.
Entry Criteria:
1. The user navigates to DMS via login or through integrated app (ATS/CBES/WT).
2. The user is presented with his/her portal dashboard.
Exit Criteria:
- The user exits out of portal if logged in, or navigates to another page if within integrated app.
Acceptance Criteria:
- IF I am logged into an integrated application, I can easily get to and be automatically authenticated into DMS to start using.
*IF I am an existing CB User, when I am using the DMS, it has the same look and feel as all other CareerBuilder applications.
*IF I am an existing CareerBuilder customer, I can log into the DMS securely. - IF I am a DNS user, I can clearly find the following: upload forms, forms library, completed/sent forms library, email template creation, form creation, user management, and account settings.
Prerequisites:
- User is a current user of CBAT, CBES, or WT.
- User knows how to access portal either by link or within CB application.