Loading presentation...

Present Remotely

Send the link below via email or IM

Copy

Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.

DeleteCancel

Make your likes visible on Facebook?

Connect your Facebook account to Prezi and let your likes appear on your timeline.
You can change this under Settings & Account at any time.

No, thanks

ePortal Site Map

No description
by

Cameron Carlyle

on 25 September 2013

Comments (0)

Please log in to add your comment.

Report abuse

Transcript of ePortal Site Map

Login Page
User enters User Name and Password
Clicks Forgot Password
Forgotten Password Page
Database Selection Page
User selects database
Clicks cancel
Clicks Login
ePortal Landing Page
Defaults to home tab
Dashboard Sub-menu Icon Selected
Facility/Site Selection Page
Clicks
Select Site
or if a site already selected Clicks
Selected Site: Selected Site

Grid: Active, Alphabetical, Other, Search Text Filter
User selects facility or site
(ePLP)
Clicks
Close
Dashboard shown
Double clicks site or selects site Clicks
Select
Site is Selected
Returns to ePLP or active tab
Does Nothing
Refreshes grid?
ePortal Header Section
Available on every page
ePortal Header Section
Clicks
Refresh
Clicks
Export
Clicks
Users Name
My Info Dialog
User enters information about themseves, eg. Title, Address
Saves User Information to Database
Clicks
Save
Clicks Close
Returns to ePLP or active tab
Clicks
Help
ePortal Support Page
See separate section
Opens in new tab
Clicks
What's New
ePortal Login Page
see separate section
Clicks
Logout
locustec.com page
Locus Homepage
Clicks small
Locus Logo
Clicks
Select
Home Tab Page
Defaults to Dashboard
Click
Home Tab
Or Default on ePLP load
Home Tab Page
Click
Dashboard Icon
(Default on ePLP Load)
Dashboard Frame
Compliance Calendar Frame
Click
Calendar Icon
Portfolio Reports Frame
Click
Portfolio Reports Icon
Displays dashboard elements eg. graphs, charts, reports, etc.
Dashboard Frame
Refreshes Information on Dashboard
Click
Refresh Icon
Customize Dashboard Dialog
User can add/remove Dashboard Elements to display on Dashboard
To add, user can drag available items from tree on left to selected items grid on right
To remove, user can remove user must click
Trashcan Icon
Customize Dashboard Dialog
Closes Customize Dashboard Dialog
Updates Dashboard Added/Removed Elements
Closes Customize Dashboard Dialog
There is also a close "x" in the upper right of this dialog
minimize, maximize, and close on top
Clicks
Update
Clicks
Close
Displays tasks by site or by all site in a calendar format
Tasks are color coded based on whether the task is Complete, Complete with deviations, Due in Future, Overdue, Due Within 2 days, or Due Today
Daily, Weekly, and Monthly Calendar view are availble (
Scaling information displayed could be valuable here, i.e more information displayed at daily time scale
)
Calendar views can move linearly but
can not jump by week, month or year

Calendar navigation forward/back are opposite sides of the calendar
Compliance Calendar
Click
View Select Box
User Selects Option:
Day
Week
Month
Calendar View Changes
defaults to today
defaults to this week
defaults to this month
Click
Options & Filters
Options & Filters Dialog
User can select can reset the tasks displayed on the calendar, select all or specfic tasks to be displayed, select all or specfic sites to be displayed, filter by task groups, or filter by responsible persons.
Options & Filters Dialog
Clicks
Task Type
Select Box
User selects Task Type Option
Task is selected
Calendar is not updated until
Done
is clicked
Clicks
Site
Select Box
User selects Site
all is an option
all is not an option, but blank can be selected to return all sites
Site is selected
Calendar is not updated until
Done
is clicked
Checks
Task Groups
Check box
Available Task Groups Expand
Default all are checked
Checks/ Unchecks
Task Group
Task Group Selected/Deslected
Calendar is not updated until
Done
is clicked
Checks
Responsible Persons
Check box
Available Responsible Persons Expand
Default all checked
Check box is confusing, should be a plus sign
Check box is confusing, should be a plus sign
Responsible person selected

Calendar is not updated until
Done
is clicked
Clicks
Done
Selected Options in Options & Filters Dialog Collected
Calendar is update
Dialog Closes
Dialog closes
Calendar display is not changed
Clicks
Close (X)
Calendar is reset to default settings
Clicks
Reset
Clicks
Print Icon
Opens new tab
Displays printable calendar (as HTML)
Fits pretty well on printed page
Refreshes Calender
Clicks
Refresh Icon
Gets any new tasks from database, displays what fits current filter criteria
adds scroll bar
adds scroll bar
Clicks on
Any

Task
in Calendar
Item Detail Dialog
Displays site, task, due data, category, and description
Item Details Dialog
Clicks
Open Item
Opens Due Task
Completion Form
Clicks
Close
Clicks
X (Close)
Closes Dialog
see Tasks under Compliance Page
Displays multi-site reports
Very confusing hierarchical structure, hard to know where you are
Portfolio Reports Frame
ePortal Metrics Tab
Environmental Report Tab
Compliance Tab
Site Reports Tab
Construction Report Tab
OM&M Tab
summary reports on ePortal and EIM storage and usage across sites
ePortal Metrics Tab
Document Library (By Site) Frame
Clicks
Document Library (By Site)
Displays number of documents stored in the document library by site and how much space the documents are taking up
Grid on left and bar chart on right
Grid is filterable, and searchable
Total number of documents and total storage space displayed at bottom of grid
Items are not clickable
Chart and Grid area can be resized within frame
Document Library (Total) Frame
Displays grid of documents stored in the document library by Name
Additionally, displays number of documents, size, and modified date
The name of this frame might be more clear as Document Library (Total) Frame
Top Organizations by ePortal Logins Frame
Displays a chart of the number of times each organization has logged into ePortal
Clicks
Document Library (Total)
Clicks
Top Organizations by ePortal Logins
Users & Sites Summary Frame
Displays the total number of sites, and users in ePortal and/or EIM
Grid on left, and charts on the right
The charts toggle between users and sites
Clicks
Users & Sites Summary
Exports Report as XLS
Clicks
Export

Not working in Chrome
Environmental Reports from EIM
Environmental Report Frame
EIM Activity Reports Frame
EIM Contractor Reports
EIM Lab Reports
EIM Analytical Reports
Summary reports on EIM Activity
EIM Activity Reports Frame
Top Sites By Sample Analytical Results
Top Sites by Login
chart
chart
chart
chart
Top Sites by EDDs Loaded
Top Sites By Records Load - Last 90 Days
Clicks
Top Sites By Sample Analytical Results
Clicks
Top Sites By Login
Clicks
Top Sites By EDDs Loaded
Clicks
Top Sites By Records Load - Last 90 Days
EIM Logins By Users
chart
Sites with EDDs in Holding Table
grid
Holding Table Metrics
3 grids
EIM Logins By Organization
chart
sortable, searchable
exportable, refreshable
The grids are clickable, and cascading; i.e information from the upper the grids cascades to the lowers grids upon clicking items in the upper grids
sortable, searchable(bottom grid), exportable, refreshable
datepicker at bottom, along with submit button refreshes the time period shown in the upper grid (
but not the lower grids, should clear lower grids
)
EDD Turnaround Times by Type
grid
Display organization, type, EDD count, and average turnaround time
sortable, searchable, exportable, refreshable
Parameter Detection Report
User can search by site or by multiple sites to find reports on dectects, hits, and non-detects for a single paremeters
4 Grids are useds on the frame, with only one showing initially, and the others hiddent.
2 of the grids function are sortable, dueling select grids, and the other functon essentially as a sortable select box
Parameter Detection Report
only 1 grid and a show filters icon display initially
Clicks
Show Filters Icon
Displays Dueling Select
Left displays available sites and Right displays selects
User can user buttons to add/remove single sites or all sites
Displays List of Available Parameters (only one can be selected)
Clicks
Run For Selected Sites
Displays Hits Detects, and Non-detects for the selected parameters at the selected sites
Clicks
Run For All Sites
Displays Hits Detects, and Non-detects for the selected parameters for all sites
Clear selected sites and parameter
Clicks
Clear Filter
Does not clear lower grid
Clicks
EIM Activity Reports
Clicks
EIM Contractor Reports
Clicks
EIM Lab Reports
Clicks
EIM Analytical Reports
Displays clickable reports related to compliance, such as due tasks, across all sites
Compliance Tab
Selects
Task Status 30-Day View
Displays all due tasks 15 days in the past and 15 days into the future for all sites
grid

clickable, sortable, searchable, exportable, refreshable
Opens Due Task
Completion Form
see Tasks under Compliance Page
Selects
All Due Tasks
Displays all due tasks
grid

clickable, sortable, searchable, exportable, refreshable
Clicks on
Item

Opens Due Task
Completion Form
see Tasks under Compliance Page
Clicks on
Item

Displays all Overdue tasks
grid

clickable, sortable, searchable, exportable, refreshable
Selects
All Overdue Tasks
Opens Due Task
Completion Form
see Tasks under Compliance Page
Clicks on
Item

Opens Due Task
Completion Form
see Tasks under Compliance Page
Opens Task Wizard Form
see Tasks under Compliance Page
Displays all tasks due within 7 days for all sites
grid

clickable, sortable, searchable, exportable, refreshable
Clicks on
Item

Displays inactive tasks for all sites
grid

clickable, sortable, searchable, exportable, refreshable
Selects
Tasks Due Within 7 Days
Clicks on
Item

Selects
Inactive Tasks
Selects
Permits
Displays permit names, status, number, and regulatory agency for all sites
grid

sortable, searchable, exportable, refreshable
Selects
Regulatory Agencies
grid
Displays regulatory agency, program, and status by site
sortable, searchable, exportable, refreshable
Selects
Regulatory Summary
grid
Displays regulatory agency, program, and status by site, requirement type, and requirement name by site
sortable, searchable, exportable, refreshable
Selects
Task Status
form on left and grid on right
user can search for and filter task using the form on the left
user can search for a key word in the task name
user can filter by date
user can search for key work in site name or number
user can filter by task status
Clicking
Search
, displays the task, status, type, due date, contact information and site in the grid.
grid is clickable, sortable, searchable, exportable
Task Status Frame
Opens Due Task
Completion Form
see Tasks under Compliance Page
displays reports on general site information for all sites
user selects report from select box, and clicks
Get Report
report is displayed in grid
grid is searchable, sortable, exportable, and refreshable
Reports:
Potential COCs
Affected Media
Remedial Status
Sources/Threats
Remediation Strategies
Stakeholders
Assets
user can add and manage contruction reports
user is presented with a dashboard on the right (default blank?), and sidebar to the left
user can add weekly reports, add monthly reports, or manage reports
Construction Report Tab
Clicks
Add Weekly Report
Clicks
Manage

Reports
Clicks
Add Monthly Report
Add Document Form
user can select a site, report type, year, week or month, a file to upload, and enter a discription
Facility/Site Tab
Clicks
Facility/Site Tab
if (Site != selected){


}else{


}
Opens Site/Facility Selection Page
Opens Site/Facility Tab
Facility/Site Tab
Clicks
Facility/Site Icon
or Default Display
Clicks
Assets

Clicks
Site Documents
Clicks
Maps
Clicks
Flash Reports
Defaults to Property Tab
Facility/Site Frame
Clicks
Property Tab
or Default Display
Property Tab
Environmental Tab
Narrative Tab
Clicks
Environmental Tab

Clicks
Narrative Tab
Property Tab
Clicks
Overview
or Default Display
Overview Frame
General Info Frame
Property Info Frame
Contacts Frame
Surrounding Land Use Frame
Land Use Restrictions Frame
Operating History Frame
Clicks
Notable Features
Clicks
Surrounding Land Use
Clicks
Land Use Restrictions
Clicks
Operating History
Clicks
General Info
Clicks
Property Info
Clicks
Contacts
Displays text area: Address, Site Status, Site Type, Current Use, Description
Displays grid: contacts (Title, Name)
Displays: Map (Resizable)
Overview Frame
Clicks
Print
Clicks
Refresh

Refreshes Overview Frame
Opens Print Site Information Dialog
Displays check boxes to print each of the frames under Property Tab
Print Site Information Dialog
Opens new tab
Displays printable HTML of grids of selected sections

Closes Dialog
Displays Overview Frame

Clicks
Ok
Clicks
Cancel
3 Text Areas
General Information
General Information Frame
Clicks
Edit
Clicks
Refresh
Opens Site General Information Form
User enters site information and characteristics, physical and mailing address
Clicks Save: Saves Form, Closes Form
Clicks Cancel: No Save, Closes Form
Minimize, Maximize, X-close buttons upper right
Refreshes Form
1 Text Area
Property Information: Owner, Lease, Zoning
Property Info Frame
Opens Site Property Information Form
User enters property information
Clicks Save: Saves Form, Closes Form
Clicks Cancel: No Save, Closes Form
Minimize, Maximize, X-close buttons upper right
Refreshes Form
Clicks
Edit
Clicks
Refresh
grid
selectable, sortable, refreshable, searchable
displays Contacts for selected site
Contacts Frame
Clicks
Add
Add Contact Form
grid
selectable, sortable
User can select a Title or enter a Title
User can check checkbox for new contact to become primary contact
User clicks
Add
: Selected Contact Added
User clicks
Close
: Form Closes
Clicks
Delete
Selected Contact Deleted
Form Refreshes
Clicks
Refresh
grid
selectable, sortable, refreshable, searchable
displays discriptions of notable features
Notable Features Frame
Clicks
Add
Notable Features Form
Form
Text Area: Blank
User can add a text description of notable features
User clicks
Add
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Clicks
Delete
Selected Contact Deleted
Form Refreshes
Clicks
Refresh
Notable Features Frame
Clicks
Edit
Notable Features Form
Form
Text Area: Existing descriptor
User can add a text description of notable features
User clicks
Save
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Add
Edit
grid
selectable, sortable, refreshable, searchable
displays discriptions of surrounding land use
Surrounding Land Use Frame
Clicks
Add
Surrounding Land Use Form
Form
Text Area: Blank
User can add a text description of surrounding land use
User clicks
Add
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Clicks
Delete
Selected Contact Deleted
Form Refreshes
Clicks
Refresh
Clicks
Edit
Surrounding Land Use Form
Form
Text Area: Existing descriptor
User can add a text description of surrounding land use
User clicks
Save
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Add
Edit
grid
selectable, sortable, refreshable, searchable
displays discriptions of land use restrictions
Land Use Restrictions Frame
Clicks
Add
Land Use Restrictions Form
Form
Text Area: Blank
User can add a text description of land use restrictions, area, and date
User clicks
Add
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Clicks
Delete
Selected Contact Deleted
Form Refreshes
Clicks
Refresh
Clicks
Edit
Land Use Restriction Form
Form
Text Area: Existing descriptor
User can add a text description of land use restrictions, area, and date
User clicks
Save
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Add
Edit
grid
selectable, sortable, refreshable, searchable
displays discriptions of operating history
Operating History Frame
Clicks
Add
Operating History Form
Form
Text Area: Blank
User can add a text description of previous organizations at site, and enter comments
User clicks
Add
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Clicks
Delete
Selected Contact Deleted
Form Refreshes
Clicks
Refresh
Clicks
Edit
Form
Text Area: Existing descriptor
User can add a text description of previous organizations at site, and enter comments
User clicks
Save
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Add
Edit
Operating History Form
Entity-Grid-Form Framework
Entity-Grid-Form Framework
Rem Status
Affected Media
Env History
Stakeholder
Citations
Sources Threats
Rem Equip
.
.
.
.
}
grid
selectable, sortable, refreshable, searchable, exportable
displays information about textual information about site in grid format
Clicks
Add
Form
Text Area: Blank
User can add information through form elements
User clicks
Add
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Clicks
Delete
Selected Contact Deleted
Form Refreshes
Clicks
Refresh
Clicks
Edit
Form
Text Area: Existing descriptor
User can add inforamtion through form elements
User clicks
Save
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Add
Edit
Entity-Grid-Form Framework
Environmental Tab Sub- Frame
grid
selectable, sortable, refreshable, searchable
displays discriptions of land use restrictions
Environmental Tab Sub- Frame
Clicks
Add
Form
Text Area: Blank
User enters information into form elements
User clicks
Add
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Clicks
Delete
Selected Contact Deleted
Form Refreshes
Clicks
Refresh
Clicks
Edit
Form
Text Area: Existing descriptor
User enters information into form elements
User clicks
Save
: Adds Descriptor
User clicks
Cancel
: Form Closes
Minimize, Maximize, X-Close
Add
Edit
Defaults to Assets Tab
Assets Frame
Entity-Grid-Form Framework
Entity-Grid-Form Framework
Clicks
Asset Tab
or Default Display
Clicks
Asset Groups Tab

grid
Assets Tab
Grid: initially blank
Grid: clickable, searchable, sortable
Left side bar: User can select an asset type, or enter a keyword of an asset
Assets Tab
Clicks
Search
Database Query
if no Asset type selected or no Keywords, returns all Assets
else if no Asset type or keyword matches, returns blank grid
else returns selected Asset type
Clicks
Add New
Create Asset
Form
if no asset type selected,
alert
else
multi page form for creating assets
Required fields
User clicks
Save
: Save entire Form, Form Closes
User clicks Cancel: No Save, Form Closes
Edit Asset
Form
multi page form for creating assets
Required fields
User clicks
Save
: Save entire Form, Form Closes
User clicks Cancel: No Save, Form Closes
if no asset selected in grid,
alert
else
Clicks
View/Edit
or Double Clicks
Item in Grid
grid
Assets Groups Tab
Grid: initially blank
Grid: clickable, searchable, sortable, exportable, refreshable
Left side bar: User can select an asset group type, or enter a keyword of an asset group
Asset Groups Tab
Clicks
Add
Create Asset
Form
SIngle page form for creating assets
Required fields
User clicks
Save
: Save Form, Form Closes
User clicks Cancel: No Save, Form Closes
Edit Asset
Form
single page form for creating asset groups
Required fields
User clicks
Save
: Save Form, Form Closes
User clicks Cancel: No Save, Form Closes
one asset group is always selected
Clicks
Edit
or Double Clicks
Item in Grid
Environment Tab
Compliance Tab
Sustainability Tab
Health & Safety Tab
Documents Tab
Administration Tab
doc tree
grid
User can view documents either with collapsible/expandable tree or within a grid
If using tree view, user selects a document from tree and details about the document are displayed in the grid to right
If using grid view, user can view document details in line, and can select document from grid
User clicks View Document
New Tab Opens
Document is displayed
(Not working on QA)
User clicks
Send Update Notification
Contacts Dialog Open
User can select Contacts'
User clicks
Send
: Notification sends, Dialog Closes
User clicks
Cancel
: No Notification sends, Dialog Closes
User clicks
Refresh
: Tree & Grid Refresh
map
Map loads centered on site
Map zoom set to see entire site
User clicks toggle
Legend Icon
: Legend Toggles
User clicks selects
base map type
: Base map changes
User clicks Full Extent Icon:
Returns to intial or Saved View- Should zoom to full extent
User clicks
Save View:
Map Center and Zoom Level Saved
User clicks Refresh: Map reloads
User clicks on
Legend Item Icon
: Marker visiblity toggles
ePortal UI Map
doc tree
grid/form
Flash Reports
initial display tree to left and text area to right
User can expand/collapse the document tree and select elements of the report
User can create/delete and print reports
User can edit section of the report in the
grid/form
area to the right
Flash Reports Tab
AOP Budgets Tab
Clicks
Flash Reports Tab
or Default Display
Click
AOP Budgets Tab
Flash Reports Tab
Clicks
New

Opens Create New Report Dialog
User can select a reporting month and year
User can choose to copy last month's values
User clicks
Ok
: Creates New Report, Dialog Closes
User clicks
Cancel
: No New Report, Dialog Closes
Clicks
Delete
Opens Warning Dialog
Ask user if they want to delete report
User clicks
Yes
: Deletes Report
User clicks
No
: No Report Deleted
Clicks
Print
Print Report Dialog
User must select a PO number or check all PO(
Ok
greyed unitl selected)
User clicks
Cancel
: No Print, Dialog Closes
Clicks
Ok
Opens Printable HTML (cfm) Page of the Report in a new Tab
User uses browser print dialog to report
Prints well in portrait and landscape,
does take into consideration page size
Clicks on
Report Element in Tree
Report Approval
Report Header
Project Objective
Highlights
Key Tasks Completed this Month
Key Actions this Month
Safety
Scope/Schedule Variance
Barriers and Concerns
Value Added
Staff Highlights
AP PO Status
Attachments
}
Form
}
grid
Grid sortable, selectable
User clicks
Plus Icon
: New Editable Line added to grid
User can enter information into new line
User clicks
Minus Icon
: Deletes line from grid(line must be selected, else
alert
)
User use
Up/ Down Arrow Icons
to move items in in grid up/down
User must click
Save
to save newly entered data
}
}

User must click
Save
to save information in form
Form
User must click
Save
to save form before closing
grid
Grid sortable, selectable
User selects an item in grid, and clicks Delete
Opens Confirm Delete Dialog
User Clicks
Yes
: Attachment is deleted, Dialog Closes
User Clicks
No
: No Attachment Deleted, Dialog Closes
}
grid
Grids sortable and selectable
User can add, delete, and view attachments
Attachments Frame
Clicks
Add Icon
Opens Upload Attachment Dialog
User clicks
Browse for Files
: Opens Local File Browser
User selects file to upload
File Browser Closes
User clicks
Upload
(file must be selected, else
alert
): File is uploaded
User clicks
Delete
(file must be selected, else
alert
): Selected file is removed from dialog grid
User clicks
Clear All
: All files in dialog grid are removed
Clicks
View Attachment
Open New Tab, Throws Error in QA
grid
Grid sortable, selectable
User clicks
Plus Icon
: New Editable Line added to grid
User can enter information into new line
User clicks
Minus Icon
: Deletes line from grid(line must be selected, else
alert
)
User use
Up/ Down Arrow Icons
to move items in in grid up/down
User must click
Save
to save newly entered data
Defaults to Compliance Calender
Compliance Tab
Calendar Frame
Displays tasks by site or by all site in a calendar format
Tasks are color coded based on whether the task is Complete, Complete with deviations, Due in Future, Overdue, Due Within 2 days, or Due Today
Daily, Weekly, and Monthly Calendar view are availble (
Scaling information displayed could be valuable here, i.e more information displayed at daily time scale
)
Calendar views can move linearly but
can not jump by week, month or year

Calendar navigation forward/back are opposite sides of the calendar
Compliance Calendar
Click
View Select Box
User Selects Option:
Day
Week
Month
Calendar View Changes
defaults to today
defaults to this week
defaults to this month
Click
Options & Filters
Options & Filters Dialog
User can select can reset the tasks displayed on the calendar, select all or specfic tasks to be displayed, select all or specfic sites to be displayed, filter by task groups, or filter by responsible persons.
Options & Filters Dialog
Clicks
Task Type
Select Box
User selects Task Type Option
Task is selected
Calendar is not updated until
Done
is clicked
Clicks
Site
Select Box
User selects Site
all is an option
all is not an option, but blank can be selected to return all sites
Site is selected
Calendar is not updated until
Done
is clicked
Checks
Task Groups
Check box
Available Task Groups Expand
Default all are checked
Checks/ Unchecks
Task Group
Task Group Selected/Deslected
Calendar is not updated until
Done
is clicked
Checks
Responsible Persons
Check box
Available Responsible Persons Expand
Default all checked
Check box is confusing, should be a plus sign
Check box is confusing, should be a plus sign
Responsible person selected

Calendar is not updated until
Done
is clicked
Clicks
Done
Selected Options in Options & Filters Dialog Collected
Calendar is update
Dialog Closes
Dialog closes
Calendar display is not changed
Clicks
Close (X)
Calendar is reset to default settings
Clicks
Reset
Clicks
Print Icon
Opens new tab
Displays printable calendar (as HTML)
Fits pretty well on printed page
Refreshes Calender
Clicks
Refresh Icon
Gets any new tasks from database, displays what fits current filter criteria
adds scroll bar
adds scroll bar
Clicks on
Any

Task
in Calendar
Item Detail Dialog
Displays site, task, due data, category, and description
Item Details Dialog
Clicks
Open Item
Opens Due Task
Completion Form
Clicks
Close
Clicks
X (Close)
Closes Dialog
see Tasks under Compliance Page
*Same as Home Tab
Task Frame
Clicks
Calendar Icon
Clicks
Task Icon
Defaults to Due Tasks Tabs
Task Frame
Due Tasks
Manage Tasks
Task Groups
Task Notifications
Reports
Charts
Clicks
Due Tasks
or Default Display
Clicks
Task Groups
Clicks
Manage Tasks
Clicks
Task Notifications
Clicks
Reports
Clicks
Charts
grid
*similar layout to Facility/Site Tab>Assets>Assets Tab
Grid: initially blank
Grid: clickable, searchable, sortable, exportable
Left side bar: User can select an task type, or enter a keyword of an task name, time period, responsible person, or task group to search by
Due Task Tab
Clicks
Search
Database Query
if no Task type selected or no Keywords, returns all Assets
else if no Task type or keyword matches, returns blank grid
else returns selected Task type
Due Task Completion
Form
multi page form for reporting task completion
Defaults to
Completion Info
page
User can enter Task status, outcome, completed by, level of effort, data, comments, deviation description, and action to be taken for the deviation
User clicks on
Task Info
: User can view information about task
User clicks
Attachments
: User can add/delete attachments from file
User clicks
Complete Task
:
All required form elements from Completion Info page must be complete, else alert
Task status is change to complete, dialog closes
User
Clicks Save and Close
: Form is saved, and form closes
User clicks
Cancel
: No Save, Form Closes
if no due task selected in grid,
alert
(now does nothing)
else
Clicks
View/Edit/Update
or Double Clicks
Item in Grid
grid
*similar layout to Facility/Site Tab>Assets>Assets Tab
Grid: initially blank
Grid: clickable, searchable, sortable, exportable
Left side bar: User can select an task type, or enter a keyword of an task name, active status, responsible person, or task group to search by
Manage Task Tab
Clicks
Search Tasks
Database Query
if no Task type selected or no Keywords, returns all Assets
else if no Task type or keyword matches, returns blank grid
else returns selected Task type
Due Task Completion
Form
multi page form for reporting task completion
Defaults to
Completion Info
page
User can enter Task status, outcome, completed by, level of effort, data, comments, deviation description, and action to be taken for the deviation
User clicks on
Task Info
: User can view information about task
User clicks
Attachments
: User can add/delete attachments from file
User clicks
Complete Task
:
All required form elements from Completion Info page must be complete, else alert
Task status is change to complete, dialog closes
User
Clicks Save and Close
: Form is saved, and form closes
User clicks
Cancel
: No Save, Form Closes
if no task selected in grid,
alert
(now does nothing)
else
Clicks
View/Edit
or Double Clicks
Item in Grid
Entity-Grid-Form Framework
Entity-Grid-Form Framework
* Same as Due Task Tab
if no asset type selected,
alert
else
New Task
Form
multi page form for creating new task
required pages are marked with
*
Defaults to
General Info
page
User enters information on each page of the form
User
Clicks Save
: Form is saved, Creates New Task, and form closes
(should this say create)
User clicks
Cancel
: No Save, Form Closes
Clicks
Add
Could be one tab
Reassign Task Roles
Form
User can reassign roles for selected task
User selects are person that they want to replace
User selects the task in which they want to replace the selected person
User selects the person as replacement
User clicks
Save
: If above have selected, Roles are Reassigned, and form close
else
alert
User clicks
Cancel
: No reassign, form closes
Clicks
Change Assignees
if no task selected in grid,
alert
(now does nothing)
else
Cancel/Skip Due Task
Form
User can skip tasks after or between dates or cancel a task completely
User can select radio from the options above
User can enter date or date range
User clicks
Save
: Task is skipped or Cancel, Form closes
User clicks
Cancel
: No task skipped or canceled, Form closes
Clicks
Cancel/Skip
Save and Cancel might not be the best action words on each button
grid
*similar layout to Facility/Site Tab>Assets>Assets Tab
Grid: initially blank
Grid: clickable, searchable, sortable, exportable
Left side bar: User can select by task name or group name to search by
Task Groups Tab
Clicks
Search Groups
Database Query
if no Task type selected or no Keywords, returns all Group
else if no Group type or keyword matches, returns blank grid
else returns selected Group type
Due Task Completion
Form
multi page form for reporting task completion
Defaults to
Completion Info
page
User can enter Task status, outcome, completed by, level of effort, data, comments, deviation description, and action to be taken for the deviation
User clicks on
Task Info
: User can view information about task
User clicks
Attachments
: User can add/delete attachments from file
User clicks
Complete Task
:
All required form elements from Completion Info page must be complete, else alert
Task status is change to complete, dialog closes
User
Clicks Save and Close
: Form is saved, and form closes
User clicks
Cancel
: No Save, Form Closes
if no task selected in grid,
alert
(now does nothing)
else
Clicks
View/Edit
or Double Clicks
Item in Grid
* Same as Due Task Tab
if no asset type selected,
alert
else
New Task
Form
multi page form for creating new task
required pages are marked with
*
Defaults to
General Info
page
User enters information on each page of the form
User
Clicks Save
: Form is saved, Creates New Task, and form closes
(should this say create)
User clicks
Cancel
: No Save, Form Closes
Clicks
Add
Reassign Task Roles
Form
User can reassign roles for selected task
User selects are person that they want to replace
User selects the task in which they want to replace the selected person
User selects the person as replacement
User clicks
Save
: If above have selected, Roles are Reassigned, and form close
else
alert
User clicks
Cancel
: No reassign, form closes
Clicks
Change Assignees
if no task selected in grid,
alert
(now does nothing)
else
Cancel/Skip Due Task
Form
User can skip tasks after or between dates or cancel a task completely
User can select radio from the options above
User can enter date or date range
User clicks
Save
: Task is skipped or Cancel, Form closes
User clicks
Cancel
: No task skipped or canceled, Form closes
Clicks
Reset
Save and Cancel might not be the best action words on each button
Entity-Grid-Form Framework
Could Incorporated into Manage Tasks?
grid
opens grid of tasks and number of recipients to be notified by before, on, and after the completion of the task
grid is sortable, selectable, refreshable, exportable, refreshable
Task Notifications
Clicks
New
Clicks
Edit
of Double Clicks
Item in Grid
Form
Form/Grid
3 columns
List of tasks
Grid of recipients with check boxes
Individual Users
Job Functions
Notification Type Select box
User clicks
Save
: Task Notification is Saved. Dialog Closes
User clicks Cancel: No Save, Dialog Closes
Grid of Notification Types
User Clicks
Trashcan Icon
: Deletes Selected Notification Type
User Clicks
Pencil Icon
or Double Click
Notification Type Item in Grid
: Edit Panel Opens to Left
User checks Recipients of the Notification Type
User clicks
Save
: Only the recipients checked are added to the selected notification type in the grid. Previous recipients that were unchecked are deleted. Panel should open with previous recipients checked.
User clicks
Cancel
: Edit Panel is hidden
User Clicks New: Open New Notification Type Panel
User can select Notification Type, Recipients, how often to repeat, and whether to be notified when complete
User clicks
Add
: New Notification Type is added to Grid, Panel Hides
User clicks
Cancel
: No new Notification Type, Panel Hides
Form/Grid
Form panel on left
User can select report type, date range, task type, task group
User clicks
Get Report
: Gridded report is loaded into grid
User clicks
Export
: Nothing happens on QA
Grid on right
initially blank
sortable (thats it!)
Form/ Chart Frame
Form panel on left
User can select chart type, personnel, role, sort criteria
User clicks
Get Chart
: Chart is loaded
Grid on right
initially blank
Displays chart
Entity-Grid-Form Framework
Clicks
Regulatory Icon
Regulatory Frame
SPCC Frame
Clicks
SPCC Icon

User
Full transcript