User Profiles
These clients are looking for a solution to manage and improve upon the process of purchase reimbursement requests from staff members within the IMB. The final product needs a way of viewing current and prior reimbursement requests, retrieving any attached files, updating the status of those requests, and receiving notifications when new requests are received.
They will be interacting with the application from a desktop computer located either in the office or at home. There is an assumed knowledge of using a desktop application based on their regular duties that require them to utilize a wide range of applications already. To use the result of this project, some light documentation may be required, but opportunities for a training session to familiarize themselves with the application will also be provided.
This group encompasses all other IMB staff that do not fall under administration or management. Their goals are to have a standardized method for request submissions and to have a method of viewing the status of their requests.
It is expected that they will also primarily use desktop computers to access the application, although the location may vary. They can all be assumed to have a sufficient working knowledge of computer applications and how to use them because they frequently use a variety of other desktop applications. They may require documentation on how to use the application and what to expect compared to the previous request process.
The third group is composed of staff in management positions. They have expressed a desire to find a way to analyze the information collected on reimbursement requests and have it available for use in other software, such as PowerBI.
The situations where they may use the application are similar to the General Staff group. It is also expected that they have a working amount of knowledge on how to operate the product, although documentation and tutorials may be required to start.
- Notified when submission is made.
- See all the submissions.
- Filter/sort those submissions.
- Approve/deny those submissions (aka, update state of requests)
- Download PDF from submissions
- Visit form, submit request
- Visit site, see my requests and their status
- Get data from app to view in application such as PowerBI
- GIVEN I am an IMB staff member and I need to submit a purchase reimbursement
- WHEN I navigate to a provided form
- THEN I am presented with a form that I can fill and submit
- GIVEN I am an IMB admin staff
- WHEN a staff member submits a reimbursement request
- THEN I receive a notification with a link to that submission
- Gets a notification from the service identifying that a reimbursement request has been submitted.
- Logs on to application to view the new request.
- Opens requests and verifies information sent.
- Downloads assets (PDFs) for Finance.
- Marks submission as Pending.
- Receives OK from Finance.
- Returns to application to mark the submission as Approved.
- Make a purchase for which they need reimbursement.
- Navigate to CHEFS form to submit purchase.
- Includes options to upload files.
- Receive confirmation that request has been submitted. (Maybe)
- Navigate to application to see the requests that I, the staff, have submitted. Able to see details of those requests.
- When request is approved, I am notified of that approval.
