Constructify

SkillMatch

SkillMatch instantly pairs workers with the right projects based on their skill sets and past performance. This feature uses AI algorithms to analyze worker qualifications and preferences, ensuring the best fit for each task. By optimizing team composition, SkillMatch enhances productivity and reduces the time needed for training, leading to faster project completions.

Requirements

Real-time Skill Assessment

"As a project manager, I want a real-time skill assessment feature so that I can ensure the best-qualified workers are assigned to critical tasks, minimizing errors and improving project outcomes."

Description

This requirement involves the integration of real-time skill assessment tools that evaluate workers' competencies and credentials continuously. By using dynamic evaluation metrics, the system can automatically update worker profiles based on completed training, certifications, and on-the-job performance. This increases the accuracy of SkillMatch in pairing workers with suitable projects and ensures that the most qualified individuals are matched for specific tasks, ultimately leading to higher productivity and quality of work.

Acceptance Criteria

Real-time Skill Assessment during Worker Training Sessions

Given a training session is completed, When the training assessment is submitted, Then the worker's skill profile should be updated with new competencies and certifications within 5 minutes.

Real-time Skill Assessment for Ongoing Projects

Given a worker is assigned to a project, When they complete a specified task, Then their performance metrics should be evaluated and reflected in their skill profile within 10 minutes of task completion.

Integration of External Certifications into Worker Profiles

Given a worker obtains a new certification, When the certification is uploaded into the system, Then the worker's profile should update automatically to include this new credential within 15 minutes.

Skill Gap Analysis Post-Completion of a Project

Given a project has been completed, When performance data is analyzed, Then a report should be generated identifying skill gaps for each worker within 24 hours of project completion.

User Interface for Displaying Skill Assessments

Given a worker accesses their profile, When they view their skill assessment section, Then all training and certification information should be displayed accurately and in real-time.

Peer Review of Skill Assessments

Given a skill assessment has been completed, When the worker's peers review the assessment, Then the feedback should be integrated into the skill profile and visible within 1 hour.

Preference-Based Matching

"As a construction worker, I want to indicate my job preferences so that I can be assigned to projects that fit my skills and personal circumstances, increasing my job satisfaction."

Description

This requirement focuses on allowing workers to specify their project preferences, including location, project type, and working hours. The system utilizes these preferences alongside skill data to enhance the matching algorithm of SkillMatch. By accounting for worker preferences, the feature aims to improve job satisfaction and reduce turnover, while increasing engagement and commitment to projects, thereby facilitating smoother team dynamics.

Acceptance Criteria

Workers specify project preferences while onboarding in the Constructify platform.

Given a worker completes their profile, when they specify preferences such as location, project type, and working hours, then these preferences should be saved in the system and used during the matching process.

The SkillMatch algorithm discerns project best fits based on worker preferences and skills.

Given a worker's profile with completed skill set and preferences, when the SkillMatch algorithm runs, then it should output a list of projects ranked by match quality based on both skills and preferences.

Workers receive project assignment notifications that reflect their stated preferences.

Given a worker with specified preferences, when a project that matches those preferences becomes available, then the worker should receive a notification with details of the project.

The system enables workers to update their project preferences at any time.

Given a logged-in worker, when they access the preference settings, then they should be able to update their project preferences and save the changes successfully.

Reports are generated to analyze the effect of preference-based matching on job satisfaction and turnover rates.

Given a time period for analysis, when the system generates reports on worker job satisfaction and turnover rates, then it should display metrics that indicate improvements since preference-based matching was implemented.

Managers can view a dashboard that highlights how well the matching aligns with workforce preferences.

Given a manager on the dashboard, when they access the SkillMatch performance statistics, then they should see data displaying the alignment percentage of worker preferences versus actual project assignments.

Automated Matching Report

"As a project manager, I want an automated matching report for each assignment so that I can review the rationale behind skill matches and ensure alignment with project goals."

Description

This requirement entails the development of an automated reporting feature that generates comprehensive match reports for each project assignment. The reports will highlight worker qualifications, match criteria, and any additional notes regarding the assignment. These reports are essential for transparency and help project managers understand the rationale behind worker assignments, facilitating better decision-making and resource management.

Acceptance Criteria

Generate and distribute an automated matching report for a new project assignment to the project manager and relevant stakeholders at the start of the project.

Given the project assignment is created, when the report is generated, then it should include all worker qualifications, match criteria, and additional notes, and be emailed to the project manager within 10 minutes.

Access the automated matching report by a project manager to review worker assignments against the project criteria during a project planning meeting.

Given the project manager is logged into the system, when they navigate to the matching report section, then they should be able to view the reports for all active project assignments and filter by project and date.

Update the automated matching report after a worker's qualifications or preferences change, ensuring all reports reflect the most current information.

Given a worker’s qualifications or preferences are updated in the system, when the matching report is regenerated, then it should reflect the updated qualifications and preferences for future project assignments within 5 minutes.

Create a matching report for a project assignment that includes a summary of the rationale behind worker selections and potential alternative candidates.

Given a project assignment and its worker matches, when the matching report is generated, then it should include a rationale section that explains why each worker was selected, along with a list of two alternative candidates.

Ensure the automated matching reports meet compliance requirements and privacy standards for handling worker information.

Given the automated matching report is generated, when it is reviewed, then it should not include sensitive information not required by the project managers, conforming to compliance standards set by the organization.

Validate the performance of the automated reporting feature under high load during peak project assignment times.

Given the system is under high usage, when 50 matching reports are requested in parallel, then all reports should be generated without errors and delivered within 15 minutes.

Generate a historical matching report to evaluate past project assignments and their effectiveness.

Given a request for a historical matching report, when a project manager selects specific projects from the last 6 months, then the system should generate a report that includes worker performance ratings and project completion times for each assignment.

Training Gap Identification

"As a workforce manager, I want to identify training gaps among workers so that I can provide targeted training programs that enhance skills aligned with upcoming project requirements."

Description

This requirement includes creating an analytical tool that identifies skill gaps among workers based on historical project data and upcoming project demands. By analyzing the required skill sets for future projects, the system can suggest training programs or development opportunities tailored for specific workers to help them meet project needs, thereby streamlining workforce development and increasing overall project readiness.

Acceptance Criteria

As a project manager, I want to identify skill gaps among my team members based on their past performance and the skill requirements for an upcoming project, so that I can recommend targeted training programs before the project begins.

Given past performance data, When I input upcoming project requirements, Then I should receive a list of workers who have skill gaps along with recommendations for specific training programs to address those gaps.

As a workforce planner, I need to generate a report from the skill gap analysis that includes a summary of skill deficiencies across the workforce, so that I can allocate training resources effectively.

Given the completed skill gap analysis, When I request the report, Then I should receive a detailed report that lists each worker's skill deficiencies and the corresponding recommended training programs.

As a construction manager, I want the system to update the skill gap analysis automatically as new projects and historical performance data are added, to ensure accurate and relevant training recommendations.

Given new project and performance data, When the data is added to the system, Then the skill gap analysis should automatically update to reflect the current skill gaps and training needs of the workforce.

As a training coordinator, I need to ensure that the recommended training programs are aligned with the skill development goals of the company, so that we can track the effectiveness of our workforce development efforts.

Given the recommended training programs, When I review them against the company's skill development goals, Then I should be able to confirm that at least 90% of the programs align with our strategic workforce plan.

As a supervisor, I want to track the progress of workers who have been assigned to training programs to fill their skill gaps, so I can measure the impact on project readiness.

Given training program assignments, When I check the progress of workers, Then I should have access to a dashboard that shows completion rates and performance improvements before and after training.

As a business analyst, I need to evaluate the overall impact of the skill gap identification tool on project success rates, to determine its effectiveness and guide future workforce development initiatives.

Given completed projects, When I analyze the data from before and after implementing the skill gap tool, Then I should find a statistically significant increase in project success rates attributed to the targeted training interventions.

Dynamic Adjustment of Worker Assignments

"As a project supervisor, I want dynamic adjustment capabilities for worker assignments so that I can respond rapidly to changing project requirements and maintain optimal productivity levels."

Description

This requirement focuses on implementing a feature that allows dynamic reallocation of workers based on project demands and real-time performance feedback. The system will analyze ongoing project situations and suggest adjustments in worker assignments proactively. This ensures that project teams are always at optimal capacity and enables quicker responses to unforeseen project changes or challenges, boosting overall efficiency.

Acceptance Criteria

Dynamic Worker Reallocation During Ongoing Projects

Given the current project team composition, when project performance data indicates a drop in efficiency or change in project requirements, then the system should suggest reallocating workers to optimize team performance based on skill match and availability.

Real-Time Feedback Loop for Worker Performance

Given ongoing project data and worker performance metrics, when project managers access the SkillMatch dashboard, then they should see updated recommendations for worker assignments that reflect real-time performance feedback and project needs.

Integration with Payroll and Scheduling Systems

Given the assignment changes made by the system, when these changes occur, then the system should automatically update the payroll and scheduling systems to reflect the new worker assignments accurately without manual input.

User Notifications for Worker Assignment Changes

Given a worker assigned to a project, when their assignment is changed due to dynamic adjustment, then they should receive a real-time notification on their mobile application about the new task and requirements.

Performance Improvement Metrics Post-Implementation

Given the implementation of dynamic worker assignment adjustments, when reviewing project completion reports, then there should be a measurable improvement in project delivery times and cost savings compared to previous benchmarks.

Integration with Existing Payroll Systems

"As a finance manager, I want SkillMatch to integrate with our existing payroll system so that I can automate payroll processes and ensure accurate and timely worker compensation."

Description

This requirement involves ensuring that the SkillMatch feature seamlessly integrates with existing payroll systems used by construction firms. This integration will automate the payroll process based on worker assignments and project completion, improving accuracy in compensation management and reducing administrative burdens. Facilitating streamlined payroll processing enhances the overall efficiency of workforce management in construction projects.

Acceptance Criteria

Integration of SkillMatch with ABC Construction's Payroll System

Given that SkillMatch has been set up and configured, when a worker is assigned to a project, then their assignment details should automatically reflect in ABC Construction's payroll system within 5 minutes of assignment.

Verification of Payroll Amounts Calculated from SkillMatch Data

Given that a project has been completed and workers assigned through SkillMatch, when the payroll system processes the workers' hours logged, then it should accurately calculate the total compensation based on hourly rates and logged hours without discrepancies.

Error Handling in Payroll Data Transfer

Given that SkillMatch integrates with XYZ Payroll System, when there is an error in transferring payroll data, then the system should log the error and notify the administrator within 10 minutes of the failure.

Real-time Update of Worker Status for Payroll Calculation

Given that a worker's status is updated in SkillMatch, when the status changes to 'completed project', then the payroll system should be updated in real-time to reflect their eligibility for payment for that project.

Compliance Check of Payroll Process

Given that SkillMatch has integrated payroll data, when the payroll system generates reports, then all calculations must comply with local labor laws and regulations without any errors or compliance issues.

User Feedback on Seamless Experience

Given that construction project managers are using the SkillMatch feature, when they utilize the payroll integration functionality, then at least 90% of the users should report a seamless experience in their feedback surveys after using the feature for one month.

Performance metrics for integration response time

Given that the SkillMatch feature is being used, when worker assignments are updated, then the integration with the payroll system should respond and process changes within a maximum of 3 seconds.

ProfileBoost

ProfileBoost allows workers to showcase their skills and certifications through customizable profiles. This feature enables users to highlight specific competencies relevant to upcoming projects, increasing their chances of being matched with the right jobs. As a result, it fosters a more engaged workforce and encourages continuous skill development, benefiting both workers and employers.

Requirements

Profile Customization

"As a construction worker, I want to create a detailed profile that highlights my skills and certifications so that I can be matched with relevant job opportunities that suit my qualifications."

Description

The Profile Customization requirement allows workers to create and modify their profiles by adding various details such as skills, certifications, work experience, and personal achievements. This feature must provide an intuitive user interface that guides users to easily enter and update their information. It should also support uploading documents and images related to certifications and previous work, ensuring that the profiles are comprehensive and visually appealing. By allowing workers to tailor their profiles, this requirement strengthens their visibility to employers and increases the chances of receiving suitable job matches.

Acceptance Criteria

User successfully customizes their profile to enhance visibility to potential employers.

Given the user is logged in, when they navigate to the profile customization section and update their skills, certifications, and work experience, then their profile should reflect these changes immediately.

User uploads documents and images to their profile without issues.

Given the user is on the profile customization page, when they upload a valid file for certifications or work experience, then the system should accept the file and display a success message, ensuring the file is visible on the profile afterward.

User can save modifications made to their profile without losing any data.

Given the user has edited their profile and clicks the 'Save' button, when the save operation completes successfully, then the user should see a confirmation message and all changes should persist on their profile after refreshing the page.

User can delete added skills or certifications from their profile.

Given the user is viewing their profile customization page, when they select a skill or certification to delete and confirm the action, then that skill or certification should be removed from the profile, and the user should see an updated profile view.

User receives guidance while customizing their profile to ensure they fill in all necessary fields.

Given the user is on the profile customization page, when they attempt to save their profile without completing required fields, then the system should display specific error messages indicating the fields that need attention before the profile can be saved.

Skill Endorsements

"As a construction worker, I want my peers to endorse my skills so that potential employers can see validated competence that increases my chances of getting hired."

Description

The Skill Endorsements feature enables workers to receive endorsements from peers, supervisors, or clients for the skills listed in their profiles. This requires a system where users can endorse specific skills of other users with comments or ratings. This functionality not only builds credibility within the workforce but also encourages workers to actively engage with each other, fostering a supportive community. The inclusion of endorsements can significantly enhance a worker's employability by showcasing peer validation of their expertise.

Acceptance Criteria

User Endorsement Submission

Given a user views another user's profile, when they click on the 'Endorse' button for a specific skill and submit a comment, then the endorsement should be recorded in the system and displayed on the endorsed user's profile.

Endorsement Notification System

Given a user has received a new endorsement, when they log into their account, then they should receive a notification about the new endorsement along with the comment provided by the endorser.

Endorsement Display on Profile

Given a user has multiple endorsements for different skills, when their profile is viewed, then each endorsed skill should display the total number of endorsements and the names of the endorsers.

Endorsement Validity Check

Given a user attempts to endorse another user for a skill, when the endorsing user has not worked with the endorsed skill holder, then the system should prevent the endorsement submission and display a message explaining the requirement.

Endorsement Comment Character Limit

Given a user is submitting an endorsement comment, when the comment exceeds 250 characters, then the system should display an error message indicating the comment length limit.

Skill Endorsement Analytics

Given administrators access the backend report, when they generate an analytics report, then it should include metrics such as the total number of endorsements and the breakdown by skill and user.

Endorsement Removal Process

Given a user wants to remove a previous endorsement they have given, when they navigate to their endorsements page and select the removal option, then the endorsement should be successfully deleted from the system and the endorsed user's profile should be updated accordingly.

Project Relevance Matching

"As a project manager, I want to automatically match workers with projects based on their profiles so that I can ensure the best fit for my team's needs and streamline the hiring process."

Description

The Project Relevance Matching requirement involves implementing an algorithm that analyzes both worker profiles and project requirements to suggest the best matches for upcoming projects. The system should consider various factors such as skills, experience, location, and availability to provide personalized job recommendations. This feature not only streamlines the job assignment process but also improves worker satisfaction by ensuring they are matched to jobs that fit their qualifications and preferences.

Acceptance Criteria

Worker submits a customized profile showcasing their skills and certifications for project matching.

Given a worker has created and submitted their profile, when the matching algorithm is executed, then the system must return at least three relevant project recommendations based on the profile details.

Project manager inputs specific project requirements and criteria for job matching.

Given a project manager has entered project requirements into the system, when the matching process is initiated, then the system must display only those worker profiles that meet at least 80% of the specified criteria.

Worker availability is updated in their profile before project matching.

Given a worker updates their availability status in their profile, when a matching request is made, then the system must ensure that only available workers are considered in the matching results.

User receives notifications for matched job opportunities based on their profile.

Given a worker has a profile that meets the project requirements, when the project is posted, then the system must send a notification to the worker within 5 minutes of the project being posted.

System processes multiple worker profiles for a high-volume project.

Given there are more than 100 worker profiles active in the system, when the matching algorithm is executed for a project, then the system must complete the processing within 60 seconds and return relevant matches.

Feedback is collected from workers on the relevance of matched jobs.

Given that a worker has received job matches, when the worker provides feedback on the relevance of the matches, then the system must log the feedback and show it in the worker’s profile analytics for future improvements.

Matching algorithm incorporates worker skill levels and experience effectively.

Given the profiles include skill levels and years of experience, when the algorithm is run, then the top matches for any project should reflect the skill levels with the highest relevance ratio of at least 90% accuracy in skill matching.

Mobile Profile Access

"As a construction worker, I want to access and update my profile from my mobile device so that I can stay informed and enhance my job opportunities wherever I am."

Description

The Mobile Profile Access requirement ensures that workers can create and edit their profiles using mobile devices through a responsive web design or a dedicated mobile app. This feature must allow users to receive notifications regarding profile updates, job matches, or endorsement requests directly on their mobile devices. This accessibility means workers can manage their profiles on-the-go, enhancing user engagement and maintaining up-to-date profiles, which is critical in the fast-paced construction industry.

Acceptance Criteria

User can access their ProfileBoost feature on a mobile device to update personal information while on a construction site.

Given a logged-in user with a valid account, When the user navigates to the Profile section on their mobile device, Then the user should be able to see and edit all profile fields and save changes successfully.

User receives a notification about a new job match based on their updated skills on their mobile device.

Given the user has recently updated their profile, When a job that matches the user's skills is posted, Then the user should receive a push notification on their mobile device about the job match.

User can create a profile using the mobile app to ensure their skills are visible to employers.

Given a new user downloading the mobile app, When the user completes all mandatory fields and submits their profile, Then the profile should be created successfully and display the appropriate confirmation message.

User receives a notification for an endorsement request through the mobile app.

Given a user with a profile that has endorsements available, When another user sends an endorsement request, Then the recipient should receive a notification on their mobile device about the endorsement request.

User can view their profile as it appears to potential employers through the mobile interface.

Given a logged-in user, When the user selects the 'View Profile as Employer' option, Then the mobile interface should display the user's profile in a format similar to what employers will see.

User can access previously saved profiles on their mobile device.

Given a user who has saved profiles, When the user navigates to the 'Saved Profiles' section on their mobile device, Then the user should see a list of all previously saved profiles available to view or edit.

User can log in to their ProfileBoost account using mobile authentication methods.

Given a user wants to access their mobile profile, When the user selects the option to log in with fingerprint or facial recognition, Then the user should be able to access their account quickly and securely without entering passwords.

Certification Management

"As a construction worker, I want to manage my certifications within my profile so that I am reminded of renewal dates and can ensure that my qualifications remain up-to-date for job eligibility."

Description

The Certification Management feature allows users to upload and track their professional certifications within their profiles. This functionality must include options for reminders regarding certification renewals and updates on the validity of uploaded documents. By integrating a certification management system, the platform encourages workers to keep their qualifications current, fostering a culture of continuous learning and compliance within the industry.

Acceptance Criteria

User uploads a new certification document to their profile.

Given the user is on their profile page and clicks 'Add Certification', when they select a valid PDF or image file and click 'Upload', then the system should successfully upload the document and display it in the 'Certifications' section of the profile.

User receives a reminder for certification renewal.

Given a user has a certification that is due for renewal in 30 days, when the date is 30 days from the expiration date, then the system should send an email notification to the user reminding them of the upcoming renewal.

User checks the validity status of their uploaded certifications.

Given the user is viewing their profile, when they click on each certification, then the system should display the current validity status (Valid/Expired) for each certification, alongside the expiration date if applicable.

User edits the details of an existing certification.

Given the user is in the 'Certifications' section of their profile and selects an existing certification, when they click 'Edit', modify the details, and click 'Save', then the updated information should be reflected in the certification list immediately without any errors.

User attempts to upload an invalid certification document.

Given the user is on their profile page and clicks 'Add Certification', when they select an unsupported file type and click 'Upload', then the system should display an error message indicating that the file type is not supported and prevent the upload from occurring.

User receives a notification when a certification is about to expire.

Given a user has a certification that will expire in 60 days, when the reminder date occurs, then the system should send the user a notification through their preferred contact method (email/push notification) prompting them to renew their certification.

User views a filtering option for certifications based on expiration dates.

Given the user is in the 'Certifications' section, when they apply a filter to show only expired certifications, then the system should display a list of only the certifications that have expired, with relevant details such as the expiration date and the certification name.

Dynamic Skill Assessment

Dynamic Skill Assessment provides real-time evaluations of workers’ capabilities through on-site assessments and feedback. This feature ensures that the platform continuously updates skill levels based on recent performance, making worker matching even more precise. By maintaining an up-to-date skill inventory, construction firms can better utilize their workforce and achieve project targets more efficiently.

Requirements

Real-time Skill Tracking

"As a project manager, I want to see real-time assessments of my workers' skills so that I can optimize team assignments and ensure the best fit for each task, improving overall project efficiency."

Description

The Real-time Skill Tracking requirement mandates that the system provide ongoing assessments of workers' skills during projects. This involves developing algorithms that can evaluate performance metrics and collect feedback from supervisors on-site. These assessments will be used to update the skill inventory dynamically within the platform, allowing managers to view the most current capabilities of each worker. This functionality enhances workforce management efficiency by ensuring that project managers can make informed decisions regarding worker assignments and skill gaps in real time. The implementation should seamlessly integrate with the existing database structure of Constructify, allowing for automatic updates without manual intervention, thus ensuring compliance with project timelines and labor regulations.

Acceptance Criteria

Real-time performance assessments during a construction project

Given a construction project is active, when a supervisor submits a performance assessment for a worker, then the worker's skill level should be updated in the system within 5 minutes of submission.

Integration of skill inventory updates with project management dashboards

Given that the skill inventory is updated based on real-time assessments, when a project manager views the dashboard, then the most up-to-date skill levels of all workers should be displayed accurately without requiring manual refresh.

Automated alerts for skill gaps in the workforce when assessing project requirements

Given a new project is created, when the required skills for the project are specified, then the system should notify the project manager of any skill gaps in the current workforce within 10 minutes of project creation.

System performance under peak loads during assessment submissions

Given multiple supervisors are submitting performance assessments simultaneously, when submissions are processed, then the system should maintain performance and update skill levels without exceeding a response time of 2 seconds per assessment.

Compliance checks with labor regulations for skill assessments

Given a skill assessment is completed, when the assessment is reviewed for compliance, then it should adhere to industry standards and regulations without any compliance errors.

User feedback on the accuracy of skill assessments after updates

Given that an update to a worker’s skill level has occurred, when the worker reviews their skill assessment feedback, then they should have the opportunity to provide input on the accuracy of the assessment, which is logged for review.

Historical tracking of skill assessment changes over time

Given the system updates a worker's skill level, when a manager views the historical data, then it should display changes in skill levels over a specified time period to track performance trends.

Automated Feedback Loop

"As a worker, I want to provide feedback on my skills and experiences so that I can contribute to my ongoing development and training opportunities that truly meet my needs."

Description

The Automated Feedback Loop requirement is aimed at establishing a systematic approach for collecting and analyzing worker feedback after each assessment. This includes creating a user-friendly interface for workers to rate their own skills and provide comments on their experiences and challenges faced on-site. The system should automatically analyze this feedback to identify trends and areas for improvement in training programs. This integration will be vital for the continuous development of the workforce, helping to create tailored training sessions that address specific skill gaps. Additionally, it will enhance employee satisfaction by allowing workers to voice their concerns and needs anonymously, leading to a more engaged workforce overall.

Acceptance Criteria

User Interaction with the Feedback Interface

Given a worker has completed an on-site skill assessment, when they access the feedback interface, then they should be able to rate their skills on a scale of 1-5 and provide comments in a text box which is submitted successfully.

Automated Feedback Analysis

Given multiple workers have submitted their feedback, when the system analyzes the feedback data, then it should automatically identify trends in skill ratings and generate a report that highlights areas for improvement.

Anonymity of Feedback Submission

Given that a worker is submitting feedback, when they complete the feedback form, then their identity should remain anonymous and not be linked to their submissions in any reports.

Integration with Training Program Adjustments

Given the feedback analysis identifies skill gaps, when the training manager reviews the report, then they should have the ability to adjust training programs accordingly within the platform.

User Feedback Confirmation

Given a worker has submitted feedback through the interface, when the submission is complete, then they should receive a confirmation message indicating that their feedback has been successfully recorded.

Customized Skill Gap Reports

"As a project manager, I want to generate customized skill gap reports to identify areas where workers need additional training so that I can ensure my team is fully capable of meeting project demands."

Description

The Customized Skill Gap Reports requirement necessitates the creation of a reporting feature that allows managers to generate detailed reports indicating skill gaps within their workforce based on real-time data from skill assessments. The reports should include visual representations such as charts and graphs to highlight areas where workers lack critical skills needed for specific projects. These tailored reports will enable project managers to quickly identify the necessary training interventions, ensuring that the workforce is equipped with the required competencies. Integration with existing analytics capabilities in Constructify will allow managers to make data-driven decisions regarding training investments and resource allocations, ultimately enhancing project outcomes and efficiency.

Acceptance Criteria

Generate a customized skill gap report for the team assigned to the construction project.

Given that the manager selects a specific project and team, when they generate the skill gap report, then the report should display skill gaps based on real-time assessment data with at least three visual representations (charts/graphs) indicating areas needing improvement.

View skill gap reports over time to track improvements in workforce capabilities.

Given that a manager accesses the history of skill gap reports, when they select specific date ranges, then the system should display a comparison of reports showing skill level changes and training effectiveness over the selected period.

Integrate skill gap reports with existing analytics features in Constructify.

Given that the skill gap reports are generated, when they are shared with the existing analytics dashboard, then the reports should seamlessly integrate and allow for filters and further analysis with other relevant data (e.g., project timelines, budget allocations).

Customize the content of skill gap reports based on specific skill sets required for different projects.

Given that a manager is generating a skill gap report, when they specify the required skill sets for the upcoming projects, then the report should reflect only the relevant gaps pertaining to those specified skills in a clear and concise manner.

Distribute the skill gap reports to team members for training alignment.

Given that a skill gap report is finalized, when the manager selects the option to distribute, then the report should be sent to all relevant team members, and they should receive notifications with direct access to the report.

Receive alerts or notifications when significant skill gaps are identified in the workforce.

Given that a skill assessment is conducted, when significant skill gaps are detected (e.g., exceeding a predefined threshold), then the system should send an automatic alert to the manager to prompt immediate action for training interventions.

Mobile Assessment Interface

"As a supervisor, I want a mobile interface to conduct skill assessments on-site so that I can evaluate workers quickly and accurately, ensuring we have the right skills on hand when we need them."

Description

The Mobile Assessment Interface requirement calls for the development of a mobile-friendly application that allows supervisors to conduct skill assessments on-site easily. This application would enable real-time data entry and feedback collection directly from the field, improving efficiency and accuracy compared to paper-based methods. The mobile interface should include features such as checklist assessments, photo uploads for visual proof of work, and instant feedback distribution. This capability ensures that skill evaluations are timely and relevant, directly linking assessment results to workforce management decisions, while also improving record-keeping through automation and decreasing chances of data loss or discrepancies.

Acceptance Criteria

Mobile assessment conducted by a supervisor at a construction site using the mobile interface to evaluate a worker's skills.

Given the mobile assessment interface is launched, when the supervisor selects a checklist assessment, then the supervisor can complete the assessment, and data is saved in real-time without errors.

A supervisor uploads a photo as proof of a worker's completed task during a skills assessment via the mobile application.

Given the mobile assessment interface allows image uploads, when the supervisor uploads a photo, then the photo should be correctly attached to the assessment record and accessible to authorized personnel.

Instant feedback distribution after completing the skill assessment on-site using the mobile application.

Given the assessment is completed and the supervisor submits the results, when the feedback is distributed, then the worker should receive an email notification with the assessment results within 15 minutes.

Collecting feedback from a worker on the assessment process using the mobile application after the assessment is complete.

Given the feedback collection feature is available, when the supervisor finishes an assessment, then the worker can submit feedback through the mobile app, and it should be successfully stored for review.

The supervisor checks the updated skill inventory after conducting multiple assessments using the mobile application over a week.

Given the dynamic skill assessment feature is integrated, when the supervisor accesses the skill inventory report, then all assessments conducted in the past week should reflect the updated skill levels of workers accurately.

Using mobile assessment interface to evaluate workers on various skills over multiple construction sites.

Given the mobile application supports multi-site assessments, when the supervisor navigates to different site locations in the app, then skills assessments should be logged distinctly per site without data merging or loss.

Accessing historical assessment data from the mobile application for audit purposes by management.

Given the mobile application retains historical data, when management reviews the assessment logs, then all assessments should be retrievable without data integrity issues and available for at least one year.

Integration with Learning Management System (LMS)

"As a talent development manager, I want to integrate Constructify with our LMS so that I can automatically enroll workers in training programs based on their skill assessments, ensuring they continuously develop the necessary skills for future projects."

Description

The Integration with Learning Management System (LMS) requirement focuses on connecting Constructify with external learning platforms to provide seamless access to training programs based on the assessed skills of the workforce. The system should be able to trigger automatic enrollment of workers in relevant courses once skill gaps have been identified. It should also allow for tracking the progress of training and compliance with required learning paths directly within the Constructify dashboard. This integration will ensure that training is not only personalized but also readily accessible, enabling a more agile workforce that can adapt to evolving project demands while maintaining qualification standards.

Acceptance Criteria

Automatic Enrollment into Relevant Training Courses

Given a worker with assessed skill gaps, when their performance assessment is complete, then they should be automatically enrolled in relevant training courses based on those gaps.

Real-Time Tracking of Training Progress

Given a worker enrolled in a training course, when the worker logs into the Constructify dashboard, then they should see their current progress and completion percentage for all assigned courses.

Integration of Learning Management System with Constructify Dashboard

Given that the LMS is integrated with Constructify, when an administrator accesses the dashboard, then they should be able to view all training programs, enrollment statuses, and compliance levels for each worker.

Skill Inventory Update after Training Completion

Given that a worker completes a training course, when their completion is recorded in the LMS, then their skill inventory in Constructify should be updated to reflect the new skills acquired.

Notifications for Training Course Enrollment and Completion

Given that a worker is enrolled in a training course, when the enrollment occurs, then the worker should receive a notification via email and the Constructify app confirming their enrollment.

Compliance Tracking for Required Learning Paths

Given the learning paths set by compliance standards, when a worker accesses their training module, then they should see which courses are required for compliance and their current status towards completion.

Detailed Reporting on Workforce Skill Development

Given an organization's need to analyze workforce skills, when the administrator generates a report in Constructify, then the report should include skill analytics, training completions, and remaining skill gaps for the entire workforce.

ProjectSkill Dashboard

ProjectSkill Dashboard offers managers a comprehensive view of skills available within their workforce for specific projects. This feature allows site managers to see at a glance the skill sets available for each task, helping them make informed decisions when assembling teams. Enhanced visibility into workforce capabilities ensures that projects are staffed with the right talent from the onset.

Requirements

Dynamic Skill Allocation

"As a site manager, I want to dynamically allocate workers to tasks based on their skill sets so that I can ensure projects are staffed with the right talent for optimal performance."

Description

The Dynamic Skill Allocation requirement is designed to enable site managers to swiftly allocate workers to specific tasks based on their skill set availability. This functionality ensures that the right expertise is deployed to the right task, which boosts project efficiency and helps in maintaining timelines. By integrating real-time data on worker skills, the system aids managers in making informed decisions about team composition on a project-by-project basis. The core benefit of this requirement lies in its potential to increase productivity, optimize labor utilization, and facilitate effective workforce management, ensuring compliance with project specifications and timelines.

Acceptance Criteria

Site Manager accesses the ProjectSkill Dashboard and views available skill sets for workers assigned to a specific ongoing project.

Given the ProjectSkill Dashboard is open, when the Site Manager selects an ongoing project, then they should see a list of workers with their respective skill sets displayed in real-time.

Site Manager selects a task requiring specific skills and allocates the right workers from the dashboard.

Given a task is selected that requires specific skill sets, when the Site Manager clicks on 'Allocate Workers', then the system should suggest the top three qualified workers based on their skills for that task.

System updates worker skillsets in real-time as training or new qualifications are added.

Given a worker obtains a new qualification, when the qualification is entered into the system, then the worker's profile should update automatically and be reflected in the skill allocation for future projects.

Site Manager receives alerts for skill gaps when planning a new project.

Given a new project is created, when the Site Manager reviews the required skill sets for tasks, then the system should highlight any skill gaps and suggest training or hiring options for those roles.

Site Manager reviews past projects to analyze skill allocation effectiveness.

Given the Site Manager accesses the historical project performance report, when they filter by skill allocations, then the report should display metrics on project efficiency and task completion rates associated with those skill sets.

System ensures compliance with labor regulations by validating allocated worker skill sets against industry standards.

Given a project is initiated, when the Site Manager allocates workers to tasks, then the system should check and confirm that all allocated skills meet the relevant labor regulations and safety requirements before finalizing allocations.

Skill Gap Analysis

"As a project manager, I want to conduct skill gap analysis to identify training needs and recruitment opportunities so that I can ensure our teams are equipped with the necessary skills for future projects."

Description

The Skill Gap Analysis requirement provides a mechanism for assessing the discrepancies between the skills available within the workforce and the skills required for upcoming projects. This function allows managers to identify not only existing skill sets but also areas needing development or additional hiring. By performing a skill gap analysis, construction firms can tailor training programs or recruitment efforts to meet project needs effectively. This functionality is crucial for proactive workforce planning and development, ultimately driving project success and employee growth within the firm.

Acceptance Criteria

Skill Gap Analysis for Upcoming Projects

Given a list of upcoming projects with required skill sets, when the Skill Gap Analysis tool is run, then it should accurately identify and display discrepancies between available workforce skills and required skills for each project.

Training Program Recommendations Based on Skill Gaps

Given the results of the Skill Gap Analysis, when a site manager reviews the findings, then the system should recommend specific training programs to address identified skill gaps for the workforce.

Real-Time Updates for Skill Set Availability

Given that a worker completes a training program or acquires a new skill, when the Skill Gap Analysis is refreshed, then the updated skill set should reflect in the analysis output in real-time.

Integration of Hiring Needs in Skill Gap Analysis

Given the results of the Skill Gap Analysis, when the analysis identifies significant skill gaps that cannot be mitigated through training, then it should generate a list of recommended hiring needs and potential job descriptions for recruitment.

User Access and Permissions Management

Given a construction firm with multiple managers, when the Skill Gap Analysis feature is accessed, then only authorized users should be able to view and modify the analysis results based on their access level.

Visual Representation of Skill Distribution

Given the skill sets data available from the workforce, when a site manager accesses the Skill Gap Analysis, then it should provide a visual representation, such as a chart or graph, that showcases the distribution of skills across available workers in relation to project needs.

Reporting Functionality for Skill Gap Analysis Outcomes

Given the completed Skill Gap Analysis, when the results are finalized, then the system should provide an option to generate a comprehensive report detailing skills availability, gaps, and recommendations for training or hiring.

Visual Skill Mapping

"As a site manager, I want to view a visual representation of workforce skills so that I can quickly understand our talent distribution and make informed team assembly decisions."

Description

The Visual Skill Mapping requirement entails creating a user-friendly visual interface that allows managers to easily see and understand the distribution of skills within their workforce. This graphical representation helps to quickly identify strengths and weaknesses, facilitating better team assembly for projects. Enhanced visualization aids in strategic planning, allowing for more effective resource allocation. The outcome is a clearer understanding of workforce capabilities, leading to improved project staffing decisions and more efficient use of personnel.

Acceptance Criteria

User accesses the ProjectSkill Dashboard to view the skills of workers assigned to a specific project.

Given that the user is logged into the ProjectSkill Dashboard, when the user selects a project, then the dashboard should display a visual representation of all applicable skills available from the workforce for that project, including the number of workers proficient in each skill.

A manager wants to identify skill gaps before starting a new project.

Given that the manager navigates to the Visual Skill Mapping section, when they filter skills by project requirements, then the system should highlight any skills that are underrepresented or missing among the current workforce assigned to the project.

A user needs to assess the distribution of skills among different teams for resource allocation.

Given that the user opens the Visual Skill Mapping interface, when the user selects different teams to compare, then the dashboard should provide a comparative visual layout showing the skill distribution of the selected teams side-by-side.

A site manager is preparing for an upcoming project and needs to quickly check the available skill sets.

Given that the site manager accesses the ProjectSkill Dashboard, when they use the skill filter to show only essential skills for the project, then the dashboard should dynamically refresh to only display the workers who possess those required skills with a clear indication of their availability.

A manager identifies an excess of certain skills in their workforce and plans to reallocate resources.

Given that the user has visualized the skill distribution within the workforce, when they select a skill that is overrepresented, then the dashboard should provide recommendations for projects that require those skills to aid in reallocation decisions.

A user wants to download the skill distribution report for future reference.

Given that the user is in the Visual Skill Mapping interface, when they click on the 'Download Report' button, then the system should generate and download a CSV report summarizing the skill distribution, including metrics on worker availability.

Real-Time Skill Updates

"As a site manager, I want to receive real-time updates on worker skills so that I can ensure staffing decisions are based on the most current data."

Description

The Real-Time Skill Updates requirement allows for continuous updating of worker skills based on training completed, certifications obtained, and on-the-job performance. This live data feed ensures that skill sets are always current, thereby enhancing the accuracy of project staffing decisions. The integration of real-time updates into the ProjectSkill Dashboard ensures that managers can trust the displayed skill information and make timely decisions, leading to better project outcomes and resource management.

Acceptance Criteria

Use Case for Manual Skill Update by Managers

Given that a manager has access to the ProjectSkill Dashboard, when they manually update a worker's skill based on recent training completed, then the dashboard should reflect this updated skill within 5 minutes.

Real-Time Update from Training Completion Event

Given that a worker completes a training course, when the training completion event is logged in the system, then the worker's skills displayed on the ProjectSkill Dashboard should automatically update in real-time without the need for page refresh.

Data Verification after Certification Obtained

Given that a worker obtains a new certification, when the certification is uploaded and verified through the system, then the worker's skill set on the ProjectSkill Dashboard should include the new certification within an hour.

Performance Assessment Impact on Skill Levels

Given that a worker's performance assessment is conducted, when the assessment results are entered into the system, then the ProjectSkill Dashboard should update the worker's skill level accordingly by the end of the same business day.

Real-Time Dashboard Accessibility during Team Meetings

Given that a team meeting is in progress, when the ProjectSkill Dashboard is accessed, then all skill updates should be displayed in real-time with no lag in data refresh for at least 15 minutes during the meeting.

Historical Skill Data Review

Given that a manager requires historical data on a worker's skills, when they request the skill history from the ProjectSkill Dashboard, then all updates made in the past month should be retrievable with timestamps and descriptions of changes.

Skill Update Notifications

Given that a worker's skills have been updated, when the update occurs, then both the worker and their directly assigned manager should receive a notification of the change via email within 10 minutes of the update.

Integration with HR Systems

"As an HR manager, I want to integrate our HR system with the ProjectSkill Dashboard so that I can ensure a smooth and efficient flow of skill-related data for better project planning."

Description

The Integration with HR Systems requirement focuses on ensuring that the ProjectSkill Dashboard seamlessly connects with existing HR software to synchronize data regarding employee skills, certifications, and training history. This integration streamlines data management processes and eliminates redundancy, making it easier for site managers to access comprehensive skill profiles of workers. Such an integration enhances employee tracking and enables more efficient workforce planning, ultimately improving project management effectiveness.

Acceptance Criteria

Successful synchronization of employee skills data from HR systems to ProjectSkill Dashboard for a scheduled weekly update.

Given the integration is configured, When the weekly synchronization occurs, Then the ProjectSkill Dashboard should display the latest employee skills, certifications, and training history without any discrepancies.

Display of a complete skill set profile for a project in ProjectSkill Dashboard after initial integration with HR systems.

Given that a site manager accesses a project in the ProjectSkill Dashboard, When the HR data has been integrated, Then all employee skill sets relevant to the project should be accurately listed in the dashboard.

Operational performance of the integration under high user load during peak project planning periods.

Given multiple users are accessing the ProjectSkill Dashboard simultaneously during peak hours, When they request employee skill data, Then the system should return results within three seconds without errors or downtime.

Validation of employee skill updates reflecting in real time within the ProjectSkill Dashboard after being changed in the HR system.

Given an employee's skills have been updated in the HR system, When the change is made, Then the ProjectSkill Dashboard should reflect this change in less than 10 minutes.

Elimination of duplicate entries in skill profiles displayed on the ProjectSkill Dashboard post-integration.

Given that the integration is complete, When a site manager views skill profiles, Then there should be no duplicate entries for any employee in the ProjectSkill Dashboard.

Automated error notification system while syncing data from HR systems to ProjectSkill Dashboard.

Given the integration process encounters an error, When the synchronization fails, Then a detailed error notification should be sent to the admin user, explaining the failure cause.

User-friendly interface for accessing and interpreting skill data in the ProjectSkill Dashboard post-integration.

Given a site manager is using the ProjectSkill Dashboard, When they navigate to the skills view, Then the interface should allow easy filtering, searching, and understanding of skill data in less than three clicks.

Skill-Based Reporting

"As a project manager, I want to generate skill-based reports so that I can evaluate workforce capabilities and make strategic workforce decisions."

Description

The Skill-Based Reporting requirement enables the generation of reports focused on the various skill sets available within the organization. This feature will assist managers in evaluating the skills of the workforce across different projects, helping them to prepare reports for internal reviews or external audits. Crafted with customizable templates, the reporting functionality will allow for detailed insights into skill utilization trends and gaps, supporting strategic decisions around training and resource allocation.

Acceptance Criteria

Generate a skill utilization report for a project to assess the capabilities of the workforce.

Given that a manager selects a project and requests a skill utilization report, when the report is generated, then it should accurately display the skills of all workforce members assigned to that project, with clear categorization by skill type and proficiency level.

Export the skill-based report to a customizable format such as PDF or Excel.

Given that a manager has generated a skill utilization report, when the export function is used, then the report should successfully be exported in the chosen format, retaining all data and formatting as displayed in the dashboard.

Customize the skill-based report template to include additional fields relevant for auditing purposes.

Given that a manager is in the reporting interface, when they select the customization option, then they should be able to add or remove fields from the report template and save these preferences for future reports.

View historical trends of skill utilization across multiple projects.

Given that a manager requests a historical skill utilization trend report, when the report is generated, then it should display the trends of skill usage over time for the selected projects, allowing for a comparative analysis of skill gaps.

Filter skill-based reports based on specific criteria such as location or certification.

Given that a manager wishes to filter the skill utilization report, when they apply filters for location and certification, then the report should refresh to display only workforce members who meet those criteria, ensuring relevant data is presented.

Ensure user permissions restrict who can access the skill-based reporting feature.

Given a user role with restricted permissions, when they attempt to access the skill-based reporting feature, then they should receive a clear message indicating insufficient permissions and be unable to access the feature.

SkillGap Insights

SkillGap Insights analyzes the skills required for upcoming projects against the existing skills of available workers. This feature identifies potential training needs and gaps, allowing construction firms to proactively address deficiencies. By bridging these gaps, the platform ensures that workers are always prepared and competent, leading to increased efficiency and safety on sites.

Requirements

Skill Gap Analysis

"As a construction manager, I want to analyze the skills of my workforce against the requirements of upcoming projects so that I can identify any training needs and ensure that my team is fully prepared and competent for the tasks ahead."

Description

The Skill Gap Analysis requirement involves the development of a module that automatically compares the skill sets required for upcoming projects with the capabilities of available workforce. It will utilize existing databases of workers' qualifications and project specifications to identify deficiencies in skills and competencies. This functionality will provide construction firms with critical insights into specific training needs, enabling them to proactively address skill gaps before projects commence. The identification and resolution of skill discrepancies will not only enhance workforce readiness but also ensure project efficiency and compliance with safety standards.

Acceptance Criteria

Comparing worker skills against project requirements for a new construction project.

Given a list of workers with documented skills and a project plan outlining required skills, when the Skill Gap Analysis module is run, then the system should display identified skill deficiencies for each worker related to the project.

Generating training recommendations based on identified skill gaps for a new project.

Given identified skill gaps after running the Skill Gap Analysis, when a user requests training recommendations, then the system should provide a list of suggested training programs that can bridge the identified gaps for each worker.

Visualization of skill gaps in a user-friendly dashboard for manager review.

Given the outputs from the Skill Gap Analysis, when a manager accesses the SkillGap Insights dashboard, then the dashboard should visually represent the skill gaps utilizing charts and graphs for easy interpretation and decision-making.

Automated alert generation for significant skill shortages before project initiation.

Given a project is scheduled to start, when the Skill Gap Analysis detects that more than 20% of required skills are lacking among available workers, then the system should automatically generate an alert for project managers regarding the critical skill shortages.

Integration with existing workforce databases to ensure real-time data accuracy.

Given the existing databases of worker qualifications, when the Skill Gap Analysis module retrieves data, then it should reflect the most current qualifications and certifications without discrepancies.

Tracking the effectiveness of training programs after implementation to close skill gaps.

Given that training programs have been conducted, when the Skill Gap Analysis is re-run, then it should show an improvement in worker skills, indicating that the training effectively closed the previously identified gaps.

Training Recommendations Engine

"As a HR manager, I want to receive personalized training recommendations for my workers based on their skill gaps so that I can effectively plan and implement training sessions that improve overall team competency."

Description

The Training Recommendations Engine requirement entails the integration of an intelligent algorithm that suggests personalized training programs for workers based on identified skill gaps. This feature will analyze the results from the Skill Gap Analysis and generate tailored recommendations for individual workers or groups. By creating a clear pathway for skill development, construction companies can efficiently allocate training resources, improve worker capabilities, and ultimately enhance site performance and safety. This engine will also allow tracking and reporting of completed training to maintain compliance with industry standards.

Acceptance Criteria

Personalized Training Recommendations for Individual Workers based on Skill Gap Analysis

Given a worker with identified skill gaps, when the Training Recommendations Engine processes the Skill Gap Analysis data, then it should suggest at least three tailored training programs that address the specific gaps for that worker.

Group Training Recommendations for Team-Based Skill Development

Given a group of workers with shared skill gaps, when the Training Recommendations Engine analyzes the collective skill deficiencies, then it should generate a combined training recommendation report highlighting the top two training programs suitable for the entire group.

Completion Tracking of Recommended Training Programs

Given a worker completes a recommended training program, when the system updates the worker's profile, then it should reflect the completed training and any new skills acquired in the compliance report.

Reporting on Skill Gap Analysis and Training Effectiveness

Given the completion of training programs, when a manager requests a report, then the system should provide a detailed compliance and effectiveness report showing the progress against initial skill gaps.

Integration of Training Feedback Mechanism

Given that training sessions are completed, when workers provide feedback on the training received, then the system should collect and include this feedback in the analysis of training effectiveness for future recommendations.

User-Friendly Interface for Training Recommendations

Given a user accesses the Training Recommendations Engine, when the interface is rendered, then it should be intuitive and display personalized recommendations within three clicks, ensuring usability and efficient navigation.

Real-time Skill Tracking Dashboard

"As a project supervisor, I want to access a real-time dashboard of my workers’ skills and training statuses so that I can make quick decisions regarding project assignments and ensure that my team is qualified for their roles."

Description

The Real-time Skill Tracking Dashboard requirement focuses on developing a user-friendly interface that displays the current skills, qualifications, and training completion status of all available workers in real time. This dashboard will not only help managers monitor the training progress of their teams but also allow them to quickly identify which workers are eligible for specific project roles based on their skills and training status. The integration of this dashboard with the existing workforce management system will enable seamless access to vital information, driving informed decision-making and effective resource allocation.

Acceptance Criteria

Dashboard displays real-time skills and training status of workers for easy monitoring by managers.

Given a manager accesses the Skills Tracking Dashboard, When they review the dashboard, Then it displays current skills, qualifications, and training completion status of all available workers in real-time.

Dashboard integrates seamlessly with the current workforce management system for data retrieval.

Given the workforce management system is up and running, When the Skill Tracking Dashboard is accessed, Then it must pull and display updated worker data without errors or delay.

Managers can filter the dashboard view based on specific project requirements and worker eligibility.

Given a manager is on the Skills Tracking Dashboard, When they apply filters based on skills or qualifications, Then the dashboard updates to show only eligible workers for selected project roles.

The dashboard updates automatically to reflect any changes in worker skills or training status.

Given a training session is completed or a new skill is acquired, When the Skills Tracking Dashboard is viewed by a manager, Then it automatically displays these updates within two minutes of changes being made.

Managers can export dashboard data for reporting and analysis.

Given a manager wishes to analyze worker skills, When they select the export option, Then the dashboard provides the data in CSV format including all relevant skills and training information.

Dashboard is accessible on various devices for on-site monitoring of workforce skills.

Given the Skill Tracking Dashboard is optimized for mobile use, When a manager accesses it on a mobile device, Then all functionalities are available and the display is user-friendly.

Compliance and Certification Tracking

"As a compliance officer, I want to track the certifications and training records of our workers so that I can ensure our team meets all necessary regulatory requirements and avoid legal issues on site."

Description

The Compliance and Certification Tracking requirement involves creating a feature that systematically logs and tracks workers' certifications, safety training, and compliance records. This module will alert managers of impending renewals and necessary recertifications. By ensuring that all workforce members maintain up-to-date certifications, construction firms can uphold safety standards and legal compliance throughout their projects. This feature will integrate with the Skill Gap Insights to provide additional context for training needs based on compliance requirements.

Acceptance Criteria

Tracking Certification Status of Workers for Construction Projects

Given a manager accesses the Compliance and Certification Tracking module, When they view a worker's profile, Then the system should display all current certifications with their respective expiration dates and renewal notifications if any are due in 30 days.

Automatic Alerts for Recertification

Given a worker's certification is approaching expiration, When the system reaches 30 days before expiration, Then an automatic email alert should be sent to the worker and their manager indicating which recertification is required.

Integration with SkillGap Insights

Given the Compliance and Certification Tracking module is active, When a manager views the SkillGap Insights report, Then the system should indicate any skill gaps associated with expired certifications, highlighting training needs.

Log of Compliance Records

Given a worker completes a new certification or training, When the record is entered into the system, Then it should automatically log the date earned and attach necessary documentation within the worker's profile.

Reporting Compliance Status Across Projects

Given multiple construction projects underway, When the compliance manager generates a compliance report, Then it should display an overview of certification statuses for all workers assigned to those projects, including any required renewals.

Admin Access for Compliance Management

Given a compliance administrator needs to review worker certifications, When they access the compliance management dashboard, Then they should have the ability to sort and filter workers by certification type, expiration date, and project assignment.

Skill Gap Reporting and Analytics

"As a data analyst, I want to generate reports on skill gaps and training effectiveness so that I can inform management on workforce development strategies and improvements."

Description

The Skill Gap Reporting and Analytics requirement aims to deliver comprehensive reporting capabilities that allow users to visualize and analyze skill gaps across the workforce. This feature will generate insights and trends over time, highlighting areas with persistent skill deficiencies and the effectiveness of training programs. The reports will aid management in strategic workforce planning, ensuring that targeted initiatives are in place to continuously improve skills and address future project needs efficiently. This module will serve as a critical feedback loop for ongoing workforce development efforts.

Acceptance Criteria

Generating Skill Gap Reports for Upcoming Projects

Given a set of upcoming projects with required skills, when the user requests a skill gap report, then the system should generate a report that displays the current skill levels of available workers compared to the required skills, highlighting any gaps.

Visualizing Skill Trends Over Time

Given historical skill data, when the user accesses the analytics dashboard, then the system should provide visualizations (graphs/charts) that illustrate skill gaps and trends over at least the past year, allowing for easy comparison and tracking.

Evaluating Training Program Effectiveness

Given a set of completed training programs, when the user selects a specific training program in the reporting tool, then the system should display metrics on employee performance post-training, including skill improvement percentages and retention rates.

User Role Access Management for Reporting

Given different user roles within the platform, when a user attempts to access skill gap reports, then the system should enforce access controls ensuring that only authorized roles can view sensitive skill gap data.

Exporting Skill Gap Analysis Reports

Given that the skill gap report has been generated, when the user selects the export function, then the system should allow the user to download the report in multiple formats (e.g., PDF, Excel) without data loss or formatting issues.

Integrating Feedback Mechanisms for Continuous Improvement

Given the completed skill gap analysis, when the user submits feedback on the report, then the system should log the feedback and use it to refine future skill gap analyses and reporting templates.

Real-Time Alerts for Critical Skill Deficiencies

Given a defined threshold for skill gaps, when a worker's skills fall below this threshold, then the system should automatically trigger an alert to management to take action regarding training needs.

TrainingPartner

TrainingPartner connects workers with tailored training programs based on their skills and project requirements. This feature uses data from SkillSync to recommend courses that can enhance workers’ competencies, ensuring that they are qualified for future job assignments. By investing in workforce development, construction firms can improve employee satisfaction and retention, while boosting overall project execution quality.

Requirements

Personalized Training Recommendations

"As a construction worker, I want to receive personalized training recommendations based on my current skills and upcoming job requirements so that I can improve my abilities and ensure I qualify for the best job opportunities available."

Description

This requirement focuses on the system's capability to analyze worker skill sets and project demands, allowing it to suggest personalized training courses from a curated set of training programs. The system will leverage data from SkillSync to match workers with relevant training opportunities, ensuring they receive education tailored to enhance their skills relevant to upcoming projects. This personal touch not only boosts individual competencies but also aligns with the company's project needs, ensuring that the workforce remains well-prepared and adaptable, ultimately improving project outcomes and increasing overall workforce satisfaction.

Acceptance Criteria

Worker receives personalized training recommendations based on their current skill set and upcoming project requirements.

Given a worker profile is populated with skills and project assignments, when the worker logs into the TrainingPartner feature, then they should see a list of recommended training courses that match their skills and project needs.

System updates training recommendations as project requirements evolve.

Given a worker's project assignments have changed, when their profile is updated with new project demands, then the system should recommend new relevant training programs within 24 hours.

Worker enrolls in a training course successfully.

Given a list of recommended courses is displayed, when a worker selects a course and initiates the enrollment, then the system should confirm enrollment and add the course to the worker's training schedule.

Training recommendations are supported by historical performance data.

Given a worker has past training records, when the system evaluates their skills and project goals, then it should suggest courses that have previously led to performance improvement in similar project contexts.

Employer reviews a report on training recommendation effectiveness.

Given that a series of training recommendations has been made, when an employer accesses the training effectiveness report, then they should see measurable outcomes, such as skill improvement and project success rates, linked to the training undertaken by workers.

User feedback on course suggestions is collected systematically.

Given that workers have enrolled in recommended training programs, when they complete training, then the system should prompt them to provide feedback on the relevance and effectiveness of the training course within 2 days.

Integration with SkillSync data is validated for accuracy in recommendations.

Given that SkillSync data is updated, when the system analyzes this data for making training suggestions, then it must ensure 95% accuracy in aligning worker skills with recommended course content based on initial assessments.

Course Progress Tracking

"As a supervisor, I want to track the training progress of my team so that I can ensure they are completing their courses on time and are adequately prepared for their upcoming assignments."

Description

The Course Progress Tracking requirement allows both workers and supervisors to monitor the progress of training activities. This includes the ability to see completed modules, pending coursework, and overall time spent on training. An intuitive dashboard will provide visual representations of progress and milestones, enabling effective management of worker training schedules. This feature will enhance accountability and motivation for workers, as they can visibly track their advancement towards competency certification while allowing supervisors to identify where support may be needed.

Acceptance Criteria

As a worker, I want to view my course progress on my dashboard so that I can keep track of my completed modules and pending coursework.

Given the worker is logged into the TrainingPartner dashboard, when they navigate to the Course Progress section, then they should see a visual representation of their completed modules, pending coursework, and overall time spent on training.

As a supervisor, I need to access a report of my team’s training progress so I can manage their development effectively.

Given the supervisor is logged into the TrainingPartner portal, when they select the Course Progress report for their team, then they should see a summary of each worker's progress, including completed modules and areas requiring support.

As a worker, I want to receive notifications when new modules are assigned to me, so I'm always aware of my training responsibilities.

Given the worker has a registered email address in the TrainingPartner system, when a new module is assigned, then they should receive an automatic email notification about the assignment and the expected completion timeframe.

As an HR manager, I need to ensure compliance with training requirements by monitoring the average progress of workers across projects.

Given the HR manager is accessing the system, when they view the overall training progress dashboard, then it should display an average completion rate for all workers by project and highlight those falling below the compliance threshold.

As a worker, I want to see a historical record of my training progress so I can evaluate my development over time.

Given the worker is logged into their profile, when they access the training history section, then they should be able to view a comprehensive record of all completed courses, individual module scores, and timestamps of completion.

As a supervisor, I want to identify workers who are struggling with their training modules so I can provide additional support.

Given the supervisor is viewing the Course Progress metrics, when they sort the list by time spent on modules, then they should be able to see which workers have excessive time logged without completion and receive alerts for those cases.

As a worker, I need to understand my training milestones to stay motivated and accountable during my learning process.

Given the worker is on the Course Progress dashboard, when they review their training milestones, then they should see clearly defined milestones with corresponding deadlines that indicate their path to competency certification.

Feedback and Evaluation System

"As a construction worker, I want to give feedback on the training programs I complete so that I can influence course improvements and ensure the training is relevant and useful for my future roles."

Description

This requirement outlines the development of a feedback and evaluation system for training courses, enabling workers to provide input on course content and delivery. By capturing user feedback, the system aims to enhance training quality through continuous improvement based on worker experiences. In addition, evaluations will help construction firms identify which training programs yield the most beneficial outcomes for project execution. This feature promotes a culture of ongoing learning and improvement, ensuring that both courses and worker development activities meet industry standards.

Acceptance Criteria

Training Program Feedback Submission by Workers

Given a worker has completed a training program, when they access the feedback system, then they should be able to submit their feedback on course content and delivery with a rating from 1 to 5 and additional comments.

Evaluation Report Generation for Training Programs

Given the feedback has been collected from multiple workers, when the evaluation report is generated, then it should display the average rating, the number of responses, and a summary of comments for the respective training program.

Monitoring Impact of Training on Project Execution

Given feedback evaluations are complete, when a project manager reviews the impact of training programs, then they should see a correlation between training ratings and project performance metrics over the past three months.

Feedback System User Accessibility

Given that the feedback system is active, when a worker logs into their Constructify account, then they should access the feedback feature without technical issues and receive a confirmation message upon submission.

Continuous Improvement Protocols Implementation

Given collected feedback indicates areas needing improvement, when the TrainingPartner team reviews feedback, then they should propose at least two actionable improvements for each relevant training program within one month.

User Notifications for New Courses Based on Feedback

Given a worker provides feedback that indicates interest in certain skills, when new training programs are available, then the worker should receive an email notification with tailored course recommendations within 7 days.

Certification Management

"As an operations manager, I want to have an overview of all worker certifications and their expiration dates so that I can ensure compliance with safety standards and avoid any lapses in certification."

Description

The Certification Management requirement covers the necessary functionality to track and manage certifications earned by workers through various training programs. Once a worker completes and passes a training course, their certification should be automatically recorded and monitored. The system will send alerts when certifications are close to expiration, ensuring compliance with industry standards and safety regulations. Being able to efficiently manage certifications is crucial for minimizing risks associated with unqualified labor and maintaining high safety standards on-site.

Acceptance Criteria

Certification Tracking for Completed Training Programs

Given a worker has completed a training course, when their certification is processed, then the system should automatically log the certification in the worker's profile and update the certification status to 'Active'.

Expiration Alerts for Certifications

Given a certification is within 30 days of its expiration date, when the system checks for upcoming expirations, then the worker's manager should receive an automated alert notification regarding the expiring certification.

Certification Compliance Reporting

Given the requirement for compliance audits, when a manager requests a report on current certifications, then the system should generate a comprehensive report listing all active certifications, their expiration dates, and workers assigned to each certification.

Integration with SkillSync Training Programs

Given a worker has enrolled in a SkillSync training program, when the training is completed and passed, then their certification should be automatically updated in the Certification Management system without manual intervention.

Historical Tracking of Certification Changes

Given a worker's certification status has changed (e.g., from 'Active' to 'Expired'), when the change occurs, then the system should log this change with a timestamp and reason for the change in the worker's certification history.

User Interface for Certification Management

Given an administrator is managing certifications, when they access the Certification Management module, then the interface should provide an intuitive view of all workers, their current certifications, and status updates in an organized manner.

Oversight of Certification Approval Process

Given that a worker completes a certification, when the certification status changes to 'Pending Approval', then the system should route the request to the assigned manager for approval before finalizing the certification status.

Integration with Existing HR Systems

"As a HR manager, I want TrainingPartner to integrate with our existing HR systems so that I can maintain accurate records of worker qualifications and training statuses without manual input, enhancing efficiency and reliability."

Description

This requirement ensures that TrainingPartner is able to seamlessly integrate with existing HR and payroll systems within construction firms. The integration will allow for automatic updates of worker training records, streamlining administrative tasks and ensuring consistent and up-to-date information across platforms. This connectivity will not only save time but also enhance data accuracy, allowing construction firms to better manage their workforce development and compliance efforts, while facilitating smoother payroll processes linked to training completion and competencies.

Acceptance Criteria

Integration of TrainingPartner with an existing HR system during a monthly payroll cycle.

Given the TrainingPartner feature is enabled, when a worker completes a training program, then the HR system should automatically update the worker's training record without manual intervention within 2 hours of completion.

Data synchronization between TrainingPartner and HR systems after a worker enrolls in a training program.

Given a worker enrolls in a training program via TrainingPartner, when the enrollment is confirmed, then the HR system should reflect this enrollment within 1 hour of the update.

Accessing training records to ensure compliance during a project audit.

Given that a compliance audit is being conducted, when the auditor accesses the HR system, then all training records should be accurately updated and retrievable, indicating completion status for each worker.

Reporting on training effectiveness and worker competency improvements after a training session.

Given the completion of a training session, when the data is analyzed, then there should be measurable improvement in worker competency scores by at least 15% within three months post-training.

Ensuring secure and consistent data transfer between TrainingPartner and the payroll system.

Given that data is being transferred between TrainingPartner and the payroll system, when the transfer occurs, then the data must be encrypted and comply with industry-standard security protocols.

User feedback collection for the TrainingPartner integration experience.

Given that users have accessed the TrainingPartner integration, when the feedback survey is conducted, then at least 75% of users should report satisfaction with the integration process.

Testing connectivity and data flow between TrainingPartner and various HR software solutions.

Given that multiple HR software solutions are used, when Testing is conducted, then all platforms must successfully connect to TrainingPartner without errors, ensuring data flow is accurate and timely.

Mobile Access to Training Modules

"As a construction worker, I want to access training modules on my mobile device so that I can complete my training while on the job or in my own time, making it easier to fit learning into my busy schedule."

Description

The Mobile Access requirement allows workers to access training programs and related materials via mobile devices. This flexibility is essential for construction workers who may be onsite or in locations without access to desktop computers. The mobile interface should be user-friendly and provide all necessary functionalities such as course materials, progress tracking, and feedback submission. Implementing mobile access ensures that training is available whenever and wherever workers need it, thereby increasing participation and completion rates of training programs, leading to a more skilled workforce.

Acceptance Criteria

Accessing Mobile Training Modules in the Field

Given a user is logged into the TrainingPartner app on a mobile device, when they navigate to the training section, then they should see a list of available training programs tailored to their skills.

Tracking Progress on Mobile Devices

Given a user is enrolled in a training module, when they complete any part of the course, then their progress should automatically update in real-time and reflect in their user profile.

Submitting Feedback via Mobile Interface

Given a user has completed a training module, when they navigate to the feedback section, then they should be able to submit feedback through a user-friendly form and receive a confirmation of submission.

Accessing Course Materials Offline

Given a user has downloaded a training module for offline access, when they open the module with no internet connection, then they should still be able to view all course materials without issues.

Receiving Notifications for New Training Opportunities

Given a user has the TrainingPartner app installed, when new training programs are added, then they should receive a push notification informing them of the new opportunities relevant to their skills.

User-Friendly Interface for Mobile Access

Given a user accesses the TrainingPartner app, when they navigate through different sections of the app, then all elements should be clearly visible and usable without any lag or confusion.

Mobile Responsiveness in Different Screen Sizes

Given a user opens the TrainingPartner app on various mobile devices (smartphones and tablets), when they access any screen, then the layout should be properly adjusted for optimal viewing and interaction on each device.

SkillSync Notifications

SkillSync Notifications keep workers informed about relevant job assignments and skill-enhancing opportunities. This feature sends alerts to workers when their skills match new project requirements or training programs, fostering a proactive approach to career growth. It helps build a motivated workforce that is eager to take on new challenges, ultimately contributing to higher project success rates.

Requirements

Real-Time Skill Matching

"As a construction worker, I want to receive real-time notifications about job assignments that match my skills so that I can take advantage of new work opportunities and enhance my career growth."

Description

The Real-Time Skill Matching requirement involves developing a system that continuously evaluates worker skill sets against evolving project requirements. This functionality will leverage data analytics and machine learning to identify gaps between current worker skills and upcoming job needs. By matching skills in real-time, the system ensures that workers are notified of new opportunities that align with their skill set, thereby increasing their chances of assignment to suitable projects. The benefit is twofold: workers are empowered to pursue growth in their careers while projects benefit from optimized labor allocations, improving overall productivity and project success rates.

Acceptance Criteria

User Skill Matching Notification for New Project Requirements

Given a worker with skills X, Y, and Z, when a new project with requirements including skills Y and A is posted, then the worker receives a notification about the new project opportunity that matches their skillset.

Real-Time Skill Gaps Identification

Given the current skill inventory of a worker, when the system analyzes upcoming project requirements, then it identifies and lists any skill gaps for the worker to address before their assignments are made.

Training Program Notification for Skill Enhancement

Given a worker whose skills do not completely match a new project requirement, when a training program relevant to the needed skills becomes available, then the worker receives a notification about the training opportunity to enhance their skills.

Feedback Mechanism for Notification Effectiveness

Given a worker receives skill matching notifications, when the worker provides feedback on the relevance of the notifications, then the system will log the feedback and adjust future notifications according to the user preferences.

Real-Time Analytics Dashboard for Admins

Given admin access, when the admin checks the analytics dashboard, then they should see real-time data on skill matching notifications sent, including the number of successful matches and worker engagement rates.

User Control Over Notification Preferences

Given a worker is logged into their account, when they access notification settings, then they can customize the types of notifications they wish to receive about skill matches and training opportunities.

Mobile App Notification Functionality

Given a worker who has the Constructify mobile app installed, when they are notified of a skill match or training opportunity, then they should receive the notification in real-time on their mobile device, ensuring timely access to opportunities.

Customized Notifications Settings

"As a construction worker, I want to customize my notification settings so that I can control how and when I receive updates about job opportunities and skill enhancements, ensuring they are relevant to my career interests."

Description

The Customized Notifications Settings requirement allows users to personalize the type of alerts they wish to receive regarding job assignments and training opportunities. This feature will enable workers to select their preferences for notification frequency, categories of opportunities, and communication methods (e.g., SMS, email, in-app). Enhanced control over notifications not only improves user satisfaction but also reduces notification fatigue, ensuring workers remain focused on relevant opportunities without feeling overwhelmed. This customization fosters user engagement and enhances the overall effectiveness of the SkillSync Notifications feature by ensuring workers receive meaningful alerts.

Acceptance Criteria

User selects preferred notification frequency for job assignments using the Customized Notifications Settings feature in their account profile.

Given the user is logged into their account, when they navigate to the Customized Notifications Settings, then they should be able to select their preferred notification frequency from options such as 'Instant', 'Daily', or 'Weekly'.

User customizes notification categories to receive alerts only for specific job assignments and training opportunities.

Given the user is in the Customized Notifications Settings, when they choose categories for notifications such as 'Job Assignments' and 'Training Opportunities', then only alerts relevant to these categories should be sent.

User selects the communication method for receiving notifications for job assignments and training opportunities.

Given the user is on the Customized Notifications Settings page, when they select a communication method such as 'SMS', 'Email', or 'In-app notification', then alerts should be received through the chosen method without delay.

User updates their notification settings and successfully saves the changes.

Given the user has made changes to their notification preferences, when they click on the 'Save' button, then the system should confirm the changes were saved successfully and reflect the new settings on the profile page.

Notification settings are accessed and modified by a user with a prior configuration.

Given the user had previously configured their notification settings, when they log in and access the Customized Notifications Settings, then the previous configurations should be displayed correctly, allowing for further adjustments.

User attempts to configure notification settings with invalid selections, such as an unsupported frequency option.

Given the user selects an unsupported option in their notification settings, when they try to save these settings, then the system should display an error message indicating that the selection is invalid and prompt for a valid choice.

User receives a confirmation message after setting their notification preferences successfully.

Given the user has updated their notification preferences, when they complete the setup, then they should receive a visual confirmation message stating 'Your notification preferences have been updated successfully.'

Skill Enhancement Module Integration

"As a construction worker, I want to be notified about related training programs whenever a new job opportunity arises so that I can improve my skills and be more competitive in my field."

Description

The Skill Enhancement Module Integration requirement outlines the need to integrate existing training modules with the SkillSync Notifications feature. This will ensure that workers not only receive alerts about new job assignments but also about skill development opportunities directly tied to their future project requirements. This integration aims to create a seamless transition from receiving a notification about a job opportunity to being able to enroll in necessary training programs. It empowers workers to enhance their skills proactively, promoting a workforce that is not only qualified for current demands but also prepared for future challenges within the construction industry.

Acceptance Criteria

SkillSync Notification for New Job Assignments

Given a worker's profile is updated with relevant skills, when new job assignments matching those skills are posted, then the worker receives a notification alerting them to the opportunity within 5 minutes.

SkillSync Notification for Training Opportunities

Given a worker's profile includes skills relevant to upcoming projects, when training programs that enhance those skills are available, then the worker receives a notification about the training opportunity within 5 minutes.

Enrollment in Training Programs from Notification

Given a worker receives a notification for a training program, when the worker clicks on the notification, then they should be redirected to the training enrollment page without any errors and able to enroll in less than 3 clicks.

Tracking Training Program Enrollment

Given a worker enrolls in a training program through the SkillSync Notifications, when the enrollment is successful, then the worker's profile should be updated to reflect the new training program and its status immediately.

Real-Time Updates on Skill Development Opportunities

Given a worker's preferred skills are set in their profile, when new training programs aligned with those skills are offered, then the worker should receive a real-time update via push notification or email within 5 minutes of the offering.

Feedback on Skill Enhancement Effectiveness

Given that workers have completed a training program, when the training provider collects feedback, then at least 80% of workers should report an increase in their confidence to perform tasks related to the new skills acquired.

System Performance and Reliability Checks

Given that the SkillSync Notifications system is operational, when monitored, then the system should maintain 99.9% uptime and should handle at least 500 concurrent notifications sent without performance degradation.

Feedback Mechanism for Notifications Effectiveness

"As a construction worker, I want to provide feedback on the relevance of job notifications I receive so that the system can improve in delivering more targeted and useful alerts."

Description

The Feedback Mechanism for Notifications Effectiveness requirement creates a systematic approach to gather user feedback on the relevancy and effectiveness of notifications received. This feature will include surveys or rating systems after notification actions (e.g., following up on a job alert or completing a training session). Collecting and analyzing this data will allow continuous improvement of the notifications system, ensuring the service stays aligned with user needs and expectations. Ultimately, this feedback loop can enhance user satisfaction and retention by adapting the notifications to suit worker preferences better.

Acceptance Criteria

User Initiates Feedback After Receiving a Job Alert Notification

Given a worker receives a job alert notification, when they click on the notification, then a feedback prompt appears asking them to rate the relevance of the job alert on a scale from 1 to 5.

Automated Survey Triggered Post Training Session

Given a worker completes a training session after receiving a notification, when the session ends, then an automated survey is sent to the worker asking them to provide feedback on the training's applicability to their current job role.

Frequency of Feedback Submission Collection

Given that notifications are sent out to workers, when feedback is collected over a month, then at least 70% of workers must respond to at least one feedback request for the system to be considered successful in engaging workers.

Analysis of Feedback for Continuous Improvement

Given feedback data collected from workers, when analyzed by the management team, then actionable insights must be identified and documented for at least 80% of the feedback submissions to demonstrate effective use of the feedback mechanism.

Improvement in Worker Notification Relevance Rating

Given that feedback is collected quarterly, when each quarterly relevance rating from workers is averaged, then there must be a demonstrated increase in the average rating by at least 0.5 points over the previous quarter to indicate improvement.

Notification Effectiveness Report Creation

Given a full cycle of feedback data collection, when the data is reviewed, then a comprehensive report identifying trends and suggestions for enhancing notification effectiveness must be produced and shared with all stakeholders.

Training Program Database

"As a construction worker, I want to access a database of training programs so that I can find relevant courses to enhance my skills and prepare for future job opportunities."

Description

The Training Program Database requirement involves the creation and maintenance of a comprehensive database that outlines all available training programs relevant to construction skills enhancement. This database should categorize courses by skill level, duration, and specific competencies they address. Integrating this with the SkillSync Notifications feature allows workers to access training programs that support their career advancement directly linked to project requirements. This element is crucial for keeping the workforce competitive and skilled in an industry that demands continuous learning and adaptation to new technologies and methods.

Acceptance Criteria

User has signed up for SkillSync Notifications and is now looking for training programs that match their current skills and qualifications in the construction field.

Given the user is logged into their profile, when they access the Training Program Database, then they should see a list of available training programs filtered by their current skills and qualifications, including details on skill level, duration, and competencies.

A worker receives a notification from SkillSync about a new training program that matches an upcoming project requirement they are interested in.

Given a new training program is added to the database, when the program matches a worker's skills and the project's requirements, then the worker should receive a notification on their mobile device within 5 minutes of the program being published.

A construction firm determines the effectiveness of the Training Program Database in enhancing workforce skills within the last quarter.

Given the last quarter's training program participation data, when the firm analyzes the results, then they should see that at least 70% of workers who completed training programs received positive performance evaluations on related projects within one month.

A worker is exploring their options for skill enhancement and wants to filter training programs by specific criteria.

Given the worker is in the Training Program Database, when they apply filters for skill level and duration, then only the programs that meet these criteria should be displayed, ensuring no irrelevant options are shown.

The administrative team reviews and updates the training programs listed in the database to ensure all information is current and accurate.

Given the administrative team accesses the Training Program Database, when they update or remove a training program, then the changes should reflect in the database immediately, ensuring no outdated programs are available to users.

A new project starts at a construction site and the project manager needs to notify the workers about relevant training opportunities.

Given a new project has been created in the system, when the project manager selects related training programs, then the system should automatically notify all workers whose skills match those requirements through SkillSync Notifications.

Users want to provide feedback on the training programs they have completed through the system.

Given a worker has completed a training program, when they access their training history, then they should have the option to submit feedback and the system should save this feedback in the corresponding training program’s record for future reference.

CarbonFootprint Insights

CarbonFootprint Insights provides construction firms with detailed analytics on their carbon emissions in real-time. This feature tracks emissions from machinery, transportation, and material usage, giving users a clear picture of their environmental impact. By identifying key sources of emissions, firms can implement targeted strategies to reduce their carbon footprint, fostering a culture of sustainability and compliance with environmental regulations.

Requirements

Real-time Carbon Tracking

"As a construction project manager, I want to see real-time carbon emissions data from our machinery and transportation so that I can make informed decisions to reduce our carbon footprint and ensure compliance with environmental regulations."

Description

The Real-time Carbon Tracking requirement involves creating a system that monitors and records the carbon emissions produced by machinery, transportation, and material usage throughout construction projects. This functionality will provide users with an up-to-date emissions report that can be accessed via the Constructify platform. The system will integrate with existing machinery data and logistics to automatically input relevant emission information, allowing firms to understand their carbon output instantly. This requirement is crucial for firms to monitor compliance with environmental regulations and push towards sustainability efforts, ultimately helping them meet their corporate social responsibility goals and improving project planning by factoring in environmental costs.

Acceptance Criteria

Machinery emissions tracking during live operation.

Given the machine is powered on and operational, when the system records emissions data in real-time, then the carbon emissions data for that machinery should be accurately logged and displayed to the user within 5 minutes.

Transport emissions reporting for scheduled deliveries.

Given a transportation vehicle is used for material delivery, when the delivery is completed, then the system should automatically calculate and update the carbon emissions based on the distance traveled and type of transportation used, reflecting this in the emissions report.

User access to real-time emissions reports.

Given the user logs into the Constructify platform, when they navigate to the CarbonFootprint Insights section, then they should see real-time reports of emissions from all active projects with detailed segmentation by machinery, transportation, and materials.

Integration with existing machinery data.

Given that existing machinery data is available in the system, when the Real-time Carbon Tracking feature is activated, then it should accurately pull historical emissions data and correlate it with current emissions being recorded.

Alerts for exceeding emission thresholds.

Given a project is ongoing, when carbon emissions exceed pre-defined thresholds, then the system should send an automatic alert to the project manager and log this incident in the compliance report.

Compliance report generation for environmental regulations.

Given a user requests a compliance report, when the report is generated for a specific date range, then it should include a summary of total emissions, sources, and compliance status with relevant environmental regulations.

Emission Source Identification

"As a sustainability officer, I want to identify the major sources of carbon emissions in real-time so that I can develop targeted reduction strategies and effectively communicate our sustainability efforts to stakeholders."

Description

The Emission Source Identification requirement aims to develop a compelling analytics dashboard that categorizes and visualizes the primary sources of carbon emissions on construction sites. The system will utilize data from various inputs such as equipment usage, transportation logs, and material procurement to identify the largest contributors to emissions. This visualization will allow firms to pinpoint specific areas where reductions can be made, making it easier to strategize sustainability initiatives. By being able to clearly see emission sources, firms can prioritize changes in operations, such as equipment upgrades or alternate material choices that are less harmful to the environment.

Acceptance Criteria

Emission Source Identification Dashboard Usage for Carbon Analytics

Given that the user accesses the CarbonFootprint Insights feature, when they select the ‘Emission Source Identification’ dashboard, then the dashboard should load successfully within 5 seconds and display data on machinery, transportation, and material usage emissions in an easily readable format.

Validation of Emission Source Data Accuracy

Given the user has selected a specific construction project, when they view the emissions data on the dashboard, then the data should reflect accurate inputs from equipment logs, transportation logs, and material procurement for that project, with discrepancies not exceeding 5% from the recorded data.

User Interaction with Emission Source Visualization Tools

Given that the user is viewing the emission sources on the dashboard, when they interact with visual elements like pie charts or bar graphs, then the elements should allow users to filter data based on timeframes and specific equipment, and reflect the selections dynamically without refreshing the page.

Identification of Top 3 Emission Sources

Given that the dashboard displays emissions data, when the user runs the analysis for the current project period, then the system should automatically highlight and list the top 3 highest emission sources with clear descriptions for each source.

Implementation of Reduction Strategies Based on Insights

Given the user identifies key emission sources, when they select one of the top 3 sources, then the system should provide recommended strategies for emissions reduction tailored to that source, including alternative equipment or materials.

User Notification for Data Updates

Given that the emissions data is updated periodically, when the user logs into the dashboard, then they should receive a notification regarding the latest updates or changes in emissions data since their last visit, ensuring they have access to the most recent information.

Regulatory Compliance Alerts

"As a compliance manager, I want to receive alerts about potential carbon emission violations so that I can take action to rectify issues before they lead to penalties or compliance failures."

Description

The Regulatory Compliance Alerts requirement involves the implementation of a notification system that alerts users to potential compliance issues regarding carbon emissions that arise from their activities. By analyzing collected data against current environmental regulations, this feature will provide proactive alerts and reminders to construction managers about emissions that exceed allowable limits. This functionality enhances the firm's ability to maintain compliance and avoid potential penalties while fostering a culture of environmental responsibility. Users will also receive suggestions for corrective actions based on their current emissions data, ensuring timely intervention.

Acceptance Criteria

Notification of Non-Compliance with Emission Limits

Given a construction project with real-time emission tracking, when emissions exceed regulatory limits, then the system sends an immediate alert to the construction manager's dashboard and via email.

Suggested Corrective Actions for High Emissions

Given a user receives a compliance alert for emissions, when they view the notification, then the system provides at least three actionable suggestions for reducing emissions based on current data.

Daily Summary of Compliance Alerts

Given a set of compliance alerts generated throughout the day, when the construction manager reviews their daily summary report, then it should clearly list all compliance alerts, their timestamps, and suggested actions.

Historical Data Analysis for Compliance Patterns

Given a user accesses the compliance module, when they review historical emission data, then the system should display trends and patterns in compliance over the past 12 months.

User Role Management for Compliance Alerts

Given a construction firm has multiple users, when a new user is assigned to the compliance management role, then they should automatically receive notifications for all relevant compliance alerts.

Integration with Environmental Regulations Database

Given the regulatory compliance alerts feature is active, when new environmental regulations are published, then the system automatically updates its compliance thresholds and notifies users of any changes.

User Feedback Mechanism on Alert Relevance

Given a user receives compliance alerts, when they review an alert, then they should have the option to provide feedback on the relevance and usefulness of the suggestion for emissions reduction.

Sustainability Reporting Tool

"As a project director, I want to create detailed sustainability reports for each project so that I can communicate our environmental impact and improvement measures to clients and internal stakeholders."

Description

The Sustainability Reporting Tool requirement provides an automated report generation feature that compiles all carbon emissions data collected over specific periods. Users can generate customized reports that include emission trends, compliance status, and sustainability initiatives undertaken, enabling them to convey their environmental impact to stakeholders effectively. This comprehensive reporting will aid in decision-making and demonstrate the firm's commitment to sustainability, which can enhance reputation and foster client trust. Integration with existing project management tools ensures that data is seamlessly compiled and available for review at any time.

Acceptance Criteria

User generates a sustainability report for the first quarter to assess carbon emissions for all projects.

Given the user selects the first quarter of the year, when they click on 'Generate Report', then a PDF report with carbon emissions data for all projects during that period is created and downloadable.

User customizes a sustainability report to focus on transportation-related emissions.

Given the user selects the 'Transportation Emissions' filter in the report generation options, when they generate the report, then the report includes only transportation-related carbon emissions data with appropriate graphics.

User reviews the compliance status of their projects in the sustainability report.

Given the user accesses the sustainability report generated for the second quarter, when they locate the compliance status section, then it clearly indicates whether each project meets the required environmental regulations.

User shares the generated sustainability report with stakeholders via email.

Given the user has generated a sustainability report, when they select the 'Share' option and input stakeholder email addresses, then the report is sent to the specified emails with a confirmation of successful sending.

User reviews emission trends over the last year in the sustainability report.

Given the user generates a report for 'Annual Overview', when they open the report, then it includes a graph showing monthly carbon emission trends for the entire year for all projects.

System integrates with existing project management tools to pull carbon emissions data automatically.

Given the user has linked their project management tool in the user settings, when they generate a sustainability report, then the report should automatically include all relevant emissions data without additional input from the user.

User-Friendly Dashboard Interface

"As a project team member, I want a simple and intuitive dashboard to track our carbon emissions data so that I can quickly assess our progress and make data-driven decisions without needing extensive training."

Description

The User-Friendly Dashboard Interface requirement focuses on developing an intuitive, user-friendly dashboard that presents carbon emissions data in a clear and accessible manner. The dashboard will aggregate data from various sources to provide a comprehensive overview of real-time emissions alongside progress tracking in sustainability targets. The goal is to ensure that users, regardless of technical expertise, can navigate the dashboard effortlessly to access critical insights. This enhancement will support users in making quick, effective decisions based on visualized data trends and summaries, thus contributing to more efficient operations.

Acceptance Criteria

User accesses the dashboard on a tablet while on-site at a construction project to review real-time carbon emissions data and track their sustainability targets.

Given the user accesses the dashboard, When the dashboard loads, Then it displays carbon emissions data aggregated from all project sources within three seconds and allows users to navigate to detailed views without lag.

A project manager needs to generate a report from the dashboard for a weekly meeting to discuss sustainability efforts and emissions reductions.

Given the user selects the report generation option, When they input the date range and click 'Generate Report', Then the dashboard produces a downloadable report in PDF format containing visualized data and insights within five seconds.

An operations engineer wants to filter emissions data by machinery type to identify specific contributors to the carbon footprint.

Given the user is on the emissions overview screen, When they select 'Filter by Machinery Type' and choose a specific machine, Then the dashboard updates to show only emissions data relevant to the selected machinery without refreshing the page.

A user wants to receive notifications via the dashboard when carbon emissions exceed a predefined threshold.

Given the user sets a threshold for carbon emissions in the dashboard settings, When emissions exceed this threshold, Then the dashboard displays an alert notification prominently at the top of the interface immediately.

On a desktop, a sustainability officer needs to compare current emissions data with the historical data to assess improvement over time.

Given the user navigates to the emissions comparison section, When they select two different time periods for comparison, Then the dashboard visually presents side-by-side emissions data comparisons, including graphs and summaries, within two seconds.

A user is attempting to understand the contribution of different construction materials to the overall carbon emissions shown on the dashboard.

Given the user clicks on the 'Materials Emissions' tab, When the section loads, Then it displays a detailed breakdown of emissions by material category and includes tooltips with additional info on each material's impact.

WasteAudit Tool

The WasteAudit Tool allows construction teams to monitor waste generation closely on-site. Users can log waste output, categorize materials, and track disposal methods. This feature produces comprehensive reports that highlight waste trends, helping firms to identify opportunities for waste reduction, recycling initiatives, and cost savings. Ultimately, it empowers teams to implement sustainable waste management practices that align with green construction goals.

Requirements

Waste Data Logging

"As a construction site manager, I want to log waste output daily so that I can monitor waste generation trends and implement waste reduction strategies effectively."

Description

The Waste Data Logging requirement facilitates users to log waste output efficiently on the platform. It should allow users to input the type and quantity of waste generated on-site, with specific categories such as recyclable, hazardous, and general waste. This functionality provides construction teams with real-time data on waste generation, enabling them to monitor and analyze waste habits. Additionally, it integrates with the reporting feature to ensure that logged data can be easily translated into actionable insights to promote sustainability. The implementation of this requirement will lead to accurate waste tracking and improved reporting capabilities, enhancing waste management practices.

Acceptance Criteria

Logging Waste Output in Real-Time on Construction Site

Given a logged-in user on the WasteAudit Tool, when they input the type and quantity of waste generated, then the data should be stored in the system and displayed in the user's dashboard within 15 seconds.

Categorizing Waste Materials During Logging Process

Given a user is logging waste output, when they select a category for the waste (recyclable, hazardous, general), then the system should only allow valid selections from a predefined list of categories.

Generating Reports Based on Logged Waste Data

Given a user has logged waste data for at least one week, when they request a report, then the system should generate a comprehensive report detailing waste trends and suggestions for reduction strategies based on the logged data.

Integrating Waste Data with Compliance Metrics

Given a user has logged waste data, when they view compliance metrics, then the system should reflect the waste output in relation to environmental compliance standards, ensuring accurate tracking of progress.

User-Friendly Interface for Inputting Waste Data

Given a user is accessing the Waste Data Logging feature, when they attempt to log waste output, then the interface should be intuitive and require no more than three steps to complete the logging process.

Real-Time Feedback After Data Entry

Given a user logs waste data, when they submit the information, then the system should provide real-time feedback confirming successful logging and indicate any discrepancies immediately.

Material Categorization System

"As a site worker, I want to categorize waste materials when logging them so that I can contribute to more precise waste management and recycling efforts."

Description

The Material Categorization System enables users to categorize logged waste materials into predefined sections, such as concrete, metals, plastics, and organic waste. This categorization helps in efficiently tracking different types of waste and understanding which materials are being disposed of frequently. Enhanced categorization not only aids in waste reporting but also serves as a basis for developing targeted recycling initiatives and reducing overall waste. By providing a systematic approach to categorizing materials, this requirement ensures users have the ability to implement more effective waste management strategies in line with sustainability goals.

Acceptance Criteria

User categorizes construction waste materials on-site using the WasteAudit Tool during a project; they log waste generated and assign it to predefined categories such as concrete, metals, plastics, and organic waste.

Given the user has access to the WasteAudit Tool, when they log waste output, then they can successfully select from the predefined material categories without experiencing errors.

A construction manager reviews waste logs from multiple projects; they need to generate a report that shows the total amount of each category of waste over the past month.

Given the waste logs are updated daily, when the user generates a report for the past month, then the report displays the total categorized waste and identifies the highest category of waste generated.

The team wants to analyze waste trends to implement a new recycling initiative; they require a detailed breakdown of waste types sorted over the last quarter.

Given the user requests a quarterly waste trend analysis, when generated, then the report categorizes waste types and shows the percentage of each type relative to total waste.

A user accidentally logs a waste item under the wrong category and needs to correct this mistake to maintain accurate waste tracking.

Given the user is viewing their logged waste items, when they select an item to edit its category, then they can successfully change the category and save the updated log without any data loss.

The WasteAudit Tool integrates with the existing management software and enables seamless data sharing between systems for waste management analysis.

Given the WasteAudit Tool is linked to the management software, when a user updates waste logs, then the updated data should automatically reflect in the management software within 5 minutes.

Team members undergo training on how to use the Material Categorization System effectively to ensure full comprehension and utilization of the tool.

Given the team has completed training sessions, when surveyed after the training, then at least 90% of participants should demonstrate understanding of how to categorize waste materials accurately.

A supervisor wants to ensure compliance with environmental regulations and review waste categorization for audits.

Given the user accesses the audit feature, when they cross-reference waste logs with regulatory requirements, then all logs must match the specified material categories as per the compliance criteria without discrepancies.

Disposal Method Tracking

"As an environmental compliance officer, I want to track disposal methods for logged waste so that I can ensure adherence to safety regulations and promote better waste handling practices."

Description

The Disposal Method Tracking requirement allows users to record the method by which waste materials are disposed of, whether through recycling, landfill, or hazardous waste management. This functionality is critical for compliance with local regulations and facilitates monitoring the environmental impact of waste disposal methods. By tracking how waste is handled post-logging, construction firms can analyze disposal trends, seek opportunities for improving recycling rates, and ensure adherence to sustainability practices. This requirement enhances the overall waste management strategy by providing transparency and accountability in waste disposal processes.

Acceptance Criteria

User logs waste disposal data during a site cleanup at a construction site.

Given a user is logged into the WasteAudit Tool, when they enter the disposal method for a logged waste item, then the method must be saved accurately in the database and retrievable for later analysis.

Construction manager reviews the waste disposal records at the end of the project phase.

Given the waste disposal records are stored in the WasteAudit Tool, when a manager generates a report, then the report should include all waste items logged with their corresponding disposal methods and dates.

User categorizes waste types during routine site inspections.

Given a user is categorizing waste items in the WasteAudit Tool, when they select a disposal method from a predefined list, then the method must only allow options that comply with local regulations.

User attempts to log a new disposal method not available in the system.

Given a user tries to enter a new disposal method that is not predefined, when they submit the form, then the system should prompt an error message indicating that the method is not valid.

Environmental compliance officer reviews disposal trends for the last quarter.

Given disposal data has been logged for the last quarter, when the compliance officer accesses the graphical trend analysis feature, then they should see a visual representation of disposal methods categorized by type over the selected period.

User adds an implementation note while logging a waste disposal transaction.

Given the user is logging a waste disposal entry, when they add notes about the disposal process, then those notes must be saved and associated with the corresponding disposal record for future reference.

User checks the sustainability metrics calculated by the system.

Given that the user has logged multiple disposal entries, when they view the sustainability metrics dashboard, then the dashboard should reflect accurate recycling rates and total waste processed based on the disposal methods recorded.

Comprehensive Waste Reporting

"As a project manager, I want to generate comprehensive waste reports so that I can assess our sustainability efforts and identify areas for waste reduction."

Description

The Comprehensive Waste Reporting requirement generates detailed reports based on logged waste data, categorized materials, and disposal methods. Users should be able to generate reports that identify waste trends over specified periods, highlighting categories with the highest waste output and the success of recycling initiatives. This feature will empower construction teams to identify improvement areas, set waste reduction goals, and make data-driven decisions. Reports can be exported in various formats, facilitating easier sharing of insights with stakeholders and supporting transparent waste management practices across the organization.

Acceptance Criteria

Generating a report for a 3-month period to analyze waste trends at a job site.

Given the user has logged waste data for the past three months, when they request a comprehensive waste report, then the system should generate a report summarizing total waste generated, categorized materials, disposal methods, and trends over that period.

Exporting a waste report in PDF format for stakeholder presentation.

Given the user has successfully generated a waste report, when they choose to export the report, then the system should allow options to download the report in PDF, CSV, and Excel formats without data loss.

Identifying the category with the highest waste output in the generated report.

Given the user reviews the comprehensive waste report, when they analyze the data, then the report should clearly highlight the material category with the highest waste output and display it prominently.

Tracking the success of recycling initiatives through a generated waste report.

Given the user has logged recycling methods for waste disposal, when they request a comprehensive waste report, then the report should include metrics on the percentage of waste recycled compared to total waste generated.

Reviewing the comprehensive waste report on mobile devices.

Given the user accesses the waste report from a mobile device, when they open the report, then the report should be displayed responsively, maintaining readability and format integrity.

Managing user permissions for report generation and export.

Given the user role settings in the system, when a user without the required permissions attempts to generate or export a waste report, then they should receive an appropriate error message indicating insufficient permissions.

User Access Control for WasteAudit Tool

"As a site administrator, I want to control user access to the WasteAudit Tool so that I can ensure sensitive waste management data is only accessed by authorized personnel."

Description

The User Access Control requirement entails implementing role-based access for the WasteAudit Tool, ensuring that users can only access features relevant to their roles and responsibilities. This will enhance security by limiting data visibility to authorized personnel while ensuring that stakeholders have appropriate access to necessary reporting features. By establishing clear access parameters, this requirement enhances data integrity and accountability within the waste management process, promoting greater user confidence in the platform.

Acceptance Criteria

User Roles Management for WasteAudit Tool

Given an admin user has logged into the WasteAudit Tool, when they attempt to create a new role, then they should be able to define specific permissions for that role and save it successfully.

Access Verification for Waste Audit Reports

Given a user with 'Manager' role has logged into the WasteAudit Tool, when they navigate to the reports section, then they should have access to view, download, and print reports only relevant to their projects.

Restricted Access for Standard Users

Given a standard user has logged into the WasteAudit Tool, when they attempt to access the role management feature, then they should receive an 'Access Denied' message and be redirected to the dashboard.

Audit Logging for Access Attempts

Given a user attempts to access a restricted feature in the WasteAudit Tool, then the system should log the user ID, timestamp, and action attempted to the audit log for security review.

Dashboard Visibility Based on Role

Given a user with the 'Field Worker' role has logged into the WasteAudit Tool, when they view their dashboard, then they should only see widgets and data relevant to waste logging and reporting.

Permission Error Notification for Unauthorized Access

Given any user attempts to access a feature they do not have permission for, then the system should display a clear error message indicating 'You do not have permission to access this feature'.

ResourceEfficiency Dashboard

ResourceEfficiency Dashboard consolidates data on material consumption and resource usage across projects, providing users with visual insights into how efficiently resources are being utilized. This feature highlights instances of overuse and suggests alternative practices to enhance resource management. By optimizing resource consumption, firms can lower costs, reduce waste, and contribute to more sustainable construction practices.

Requirements

Dynamic Resource Visualization

"As a project manager, I want to see a real-time visualization of resource usage across projects so that I can quickly identify areas of waste and optimize resource allocation accordingly."

Description

The Dynamic Resource Visualization requirement involves the development of visual tools that allow users to easily view and analyze resource consumption across various projects. This functionality should include charts, graphs, and dashboards that dynamically update in real-time, providing immediate insights into how materials and resources are being utilized. By offering a clear representation of data, users can quickly identify trends, instances of overuse, and resource inefficiencies. This feature is critical for enabling construction firms to optimize resource allocation, enhance decision-making processes, and ultimately lead to cost savings and improved sustainability efforts.

Acceptance Criteria

Dynamic Resource Visualization used by project managers during weekly resource allocation meetings.

Given that the project manager has selected a specific project, when they access the Resource Efficiency Dashboard, then they should see visualizations (graphs and charts) that clearly represent resource consumption over the past week, including any instances of overuse highlighted in red.

Construction teams inputting real-time data on resource use into the dashboard.

Given that construction team members are inputting data into the dashboard in real-time, when they submit usage reports, then the dashboard should update within 5 minutes to reflect the new resource consumption data with all visual aids adjusting accordingly.

Stakeholders analyzing resource efficiency trends during monthly review meetings.

Given that the stakeholders are reviewing resource efficiency data, when they select a time frame for analysis (e.g., last month), then they should see a summary dashboard that displays key performance indicators (KPIs) that include total resource consumption, waste percentages, and suggested optimizations.

The project manager identifies resource inefficiencies through the dashboard's visual insights.

Given that the project manager is reviewing the dynamic visualizations, when they hover over specific data points, then the dashboard should display detailed tooltips providing insights into causes of inefficiency and recommendations for improvement.

Users receiving alerts for excessive resource consumption in real-time.

Given that the system is monitoring resource usage, when usage exceeds predefined thresholds, then an alert notification should be generated and sent to users via their preferred notification channel within 2 minutes.

Construction teams adjusting resource allocation based on visual insights from the dashboard.

Given that the dashboard is displaying real-time resource visualization, when the team decides to redistribute resources among projects based on the data, then the changes should be logged and reflected in the dashboard immediately, showing updated consumption figures.

Resource Consumption Alerts

"As a site supervisor, I want to receive alerts when material consumption exceeds set limits so that I can take immediate action to curtail excess usage."

Description

The Resource Consumption Alerts require establishing a notification system that alerts users when resource usage exceeds predefined thresholds. This system should be customizable, allowing users to set specific limits based on their project requirements. The alerts will notify users via email or in-app messaging, enabling proactive measures to be taken before excessive waste occurs. This requirement is vital for maintaining budget control and ensuring compliance with sustainability standards, as it helps to mitigate overuse and promotes responsible resource management.

Acceptance Criteria

User Customizes Notification Settings for Resource Consumption Alerts

Given a user accesses the Resource Consumption Alerts settings, When the user sets a threshold for resource usage, Then the system should save the threshold and reflect it in the user's notification settings.

System Sends Alert for Exceeded Resource Usage

Given the resource usage exceeds the predefined user threshold, When the consumption exceeds the limit, Then the system should immediately send an alert notification via email and in-app messaging to the user.

User Receives Accurate Alert Notifications

Given a user has set their threshold and resource usage has exceeded it, When the alert is sent, Then the notification should include accurate details of the resource type, the amount used, and recommendations for alternative practices.

User Edits Notification Settings

Given a user wants to change their notification settings, When the user modifies the thresholds for resource usage, Then the system should allow the updated thresholds to be saved and confirmed with a success message.

User Deactivates Resource Consumption Alerts

Given a user no longer wants to receive alerts, When the user opts to deactivate the alert system, Then the system should stop sending notifications and confirm the deactivation with a message.

System Maintains Record of Alerts Sent

Given that alerts have been sent for exceeded resource usage, When a user views their alert history, Then the system should display a log of all notifications sent, including timestamps and resource details.

User Tests Notification Settings

Given a user has set alert thresholds, When the user tests the alert system manually, Then the system should send a test alert to the user, confirming the notification mechanism is functioning correctly.

Alternative Resource Suggestions

"As a procurement officer, I want recommendations for alternative materials that are cost-effective and sustainable so that I can enhance our project’s sustainability profile while saving money."

Description

The Alternative Resource Suggestions requirement involves implementing an intelligent recommendation engine that analyzes current resource usage patterns and suggests more efficient alternatives. The engine should draw from a database of materials and practices known to have lower environmental impacts or reduced costs. This feature will empower construction managers to make informed choices about resource procurement, contributing to sustainability initiatives and potentially lowering project costs.

Acceptance Criteria

As a construction manager, I need to receive intelligent suggestions for alternative resources during the planning phase of a project to ensure that we choose materials that are both cost-effective and environmentally friendly.

Given that I have entered the resource usage data for a project, when I request alternative resource suggestions, then the system should present at least three alternative materials with lower environmental impacts or reduced costs, along with their corresponding benefits and potential savings.

As a project manager, I want the recommendation engine to provide alternatives based on historical project data so that I can make informed decisions that reflect past successful practices.

Given that the system is analyzing current resource usage patterns along with historical data, when alternative resources are suggested, then they must be derived from projects with similar specifications and proven efficiency, with supporting data included.

As a sustainability officer, I need to ensure that alternative resources suggested align with our company's sustainability goals to promote environmentally friendly practices.

Given that the suggestion engine is generating alternatives, when I review the suggested resources, then each alternative must be categorized by its sustainability rating and adhere to the company’s predetermined sustainability criteria.

As a procurement officer, I expect to receive alerts for alternative resource recommendations whenever the cost of resources exceeds our budget thresholds.

Given that current resource costs have been input into the system, when resource costs exceed the allocated budget by more than 10%, then the system should automatically trigger alerts with alternative resource suggestions that fit within the budget range.

As a financial analyst, I want the recommendation engine to calculate potential cost savings so that I can assess the financial impact of switching to alternative resources.

Given a list of alternative resources provided by the system, when I review those suggestions, then each alternative must include a detailed cost analysis showing potential savings compared to the current resources.

As a construction site supervisor, I need to see the impact of suggested alternatives on existing project timelines to ensure that switching materials won’t delay our progress.

Given that I have received alternative resource suggestions, when I evaluate these options, then the system must provide an estimated timeline impact for each suggestion, including both advantages and potential delays.

As a project stakeholder, I want a comprehensive report of resource usage and suggestions to be generated for review during project evaluations.

Given a completed project, when I request a summary report, then the report must include details of resource consumption, alternative suggestions provided during the planning phase, and whether those suggestions were implemented, along with their outcomes.

Detailed Reporting Tool

"As a financial analyst, I want to generate detailed reports on resource usage trends so that I can assess budget impacts and plan future projects effectively."

Description

The Detailed Reporting Tool requirement focuses on creating comprehensive reports that summarize resource utilization across multiple projects over defined periods. These reports should be exportable (e.g., to PDF or Excel) and provide insights on trends, anomalies, and recommendations for future resource management. This functionality is essential for stakeholders to assess performance, support project audits, and justify decision-making related to resource allocation and spending.

Acceptance Criteria

As a project manager, I want to generate a report on resource utilization over the last quarter to assess the efficiency of resource allocation across multiple projects.

Given that the user has access to the Detailed Reporting Tool, when the user selects the last quarter as the reporting period and clicks 'Generate Report', then a comprehensive report should be generated summarizing resource utilization with key insights highlighted.

As an auditor, I need to export the generated report to PDF format for presentation in a stakeholder meeting, ensuring the format maintains the integrity of the data.

Given that a report has been generated, when the user clicks the 'Export to PDF' button, then a PDF version of the report should be created with all data accurately represented and formatted correctly for professional presentation.

As a project analyst, I want to identify anomalies in resource usage over time to recommend improvements in resource management practices.

Given a generated report of resource utilization over the last year, when the user reviews the report, then anomalies should be clearly highlighted with specific suggestions for alternative practices based on identified patterns.

As a construction firm owner, I want to evaluate annual trends in resource utilization to guide future resource allocation and spending.

Given that the user selects an annual reporting period, when the report is generated, then it must include a clear trend analysis section that outlines year-over-year resource consumption changes and recommendations for future resource allocations.

As a team member, I want to confirm the accuracy of the resource utilization data presented in the report to ensure reliable decision-making.

Given that a report has been generated, when the user reviews the details, then all figures in the report must match the raw data from the ResourceEfficiency Dashboard with no discrepancies.

User Role Management for Resource Access

"As an IT administrator, I want to manage user roles and permissions so that I can ensure only authorized users have access to sensitive resource usage data."

Description

The User Role Management for Resource Access requirement aims to provide a system for defining and managing user permissions regarding resource data access. This feature ensures that sensitive information about resource usage is only accessible to authorized personnel, enhancing data security and compliance with industry regulations. Role-based access control is vital for maintaining operational integrity and protecting confidential project information.

Acceptance Criteria

User Role Assignment for Resource Access Control

Given an administrator is logged into the ResourceEfficiency Dashboard, when they navigate to the User Role Management section, then they should be able to successfully assign roles to users with specific permissions for accessing resource consumption data.

Viewing Resource Access Based on Role

Given a user with the 'Project Manager' role is logged into the ResourceEfficiency Dashboard, when they attempt to access the resource consumption reports, then they should see only the reports for projects they are managing and not others.

Restricting Access to Sensitive Information

Given an unauthorized user attempts to access the resource usage reports, when they enter their credentials, then access should be denied and an error message should indicate that they do not have permission to view the data.

Audit Logging of User Access Changes

Given an admin modifies user roles in the User Role Management section, when they confirm these changes, then an audit log entry should be created, documenting the changes made along with the date and time of the modification.

Role Deletion Impact on Resource Access

Given a user role is deleted by an administrator, when the user attempts to log into the ResourceEfficiency Dashboard, then they should receive a notification that their role has been removed and access is denied until a new role is assigned.

Application of Default Permissions on New User Creation

Given an administrator creates a new user in the User Role Management, when the user is created, then they should automatically be assigned default permissions that restrict access to sensitive resource usage data until a role is specifically assigned.

Sustainable Practices Suggestions

Sustainable Practices Suggestions leverage data gathered through EcoTracker to recommend actionable strategies for improving sustainability on-site. This feature analyzes project-specific data and compares it against best practices in the industry, offering tailored suggestions for minimizing environmental impact through alternative materials, construction methods, and energy sources.

Requirements

Data-Driven Sustainability Analysis

"As a construction manager, I want to receive detailed sustainability assessments of my projects so that I can identify areas for improvement and ensure compliance with environmental standards."

Description

This requirement entails the development of a robust analytics engine that leverages data from EcoTracker to evaluate and quantify the sustainability metrics of ongoing construction projects. By analyzing various data points such as materials used, waste generated, and energy consumption, the system will provide insights into areas for improvement and performance benchmarks. This capability is essential for enabling construction firms to make informed decisions that align with both environmental standards and their project goals, ultimately leading to increased adoption of sustainable practices across the industry.

Acceptance Criteria

User initiates a sustainability analysis for a construction project using data from EcoTracker.

Given that project-specific data has been entered into EcoTracker, when the user requests a sustainability analysis, then the system should generate a comprehensive report detailing sustainability metrics based on specified parameters (materials, waste, energy).

Construction management team reviews the suggested sustainable practices from the analytics engine.

Given that an analysis report has been generated, when the management team reviews the suggestions, then they should see actionable recommendations that are ranked by impact and feasibility.

System integration with EcoTracker for real-time data access and updates.

Given that the EcoTracker system is operational, when the sustainability analysis engine is invoked, then it should seamlessly pull updated data regarding materials, waste, and energy consumption without requiring manual input.

User generates a benchmark report comparing sustainability metrics with industry standards.

Given that the sustainability analysis has been conducted, when the user requests a benchmark report, then the system should display a comparison of the project's sustainability metrics against established industry benchmarks with clear visual aids.

User receives notifications for areas needing immediate improvement based on sustainability analysis.

Given that sustainability analysis has identified critical areas for improvement, when the analysis is complete, then the system should send notifications to users outlining specific recommendations for action.

User accesses past analyses to track improvements in sustainability over time.

Given that the user has conducted multiple sustainability analyses, when they access the history of analyses, then they should see a timeline of past reports along with indicators of improvement or regression.

Multi-user access for construction teams to collaborate on sustainability efforts.

Given that multiple users from different teams are working on a single project, when they access the sustainability analysis, then the system should allow them to share insights and recommendations collaboratively in real-time.

Alternative Materials Database

"As a procurement officer, I want to access a database of alternative materials so that I can choose options that reduce our environmental footprint without compromising quality or budget."

Description

This requirement focuses on implementing a comprehensive database that contains information on alternative materials and methods that can be utilized in construction projects. It will include data on the environmental impact, cost-effectiveness, and availability of these materials, enabling project managers to make better decisions for sustainability. Integration with the existing EcoTracker system will facilitate easy access to relevant data, enriching the recommendations and further supporting sustainable practices within the industry.

Acceptance Criteria

Accessing the Alternative Materials Database from EcoTracker for project evaluation.

Given a project manager is logged into the Constructify platform, When they navigate to the EcoTracker, Then they should be able to access the Alternative Materials Database seamlessly without performance delays.

Searching for alternative materials based on specific project requirements.

Given a project manager inputs project specifications (e.g., type of structure, budget, environmental focus), When they perform a search in the Alternative Materials Database, Then the system returns relevant alternative materials with their details accurately displayed.

Reviewing the impact details of an alternative material from the database.

Given a project manager selects an alternative material from the database, When they view the material's profile, Then it should display information on environmental impact, cost-effectiveness, and availability clearly and comprehensively.

Generating a sustainability report that includes recommended alternative materials.

Given a project manager requests a sustainability report for their project, When the report is generated, Then it must include a section highlighting recommended alternative materials and their potential benefits over traditional options.

Integrating feedback from users regarding database materials.

Given that users have accessed the Alternative Materials Database for selected projects, When they submit feedback on specific materials, Then this feedback should be recorded and accessible for future data updates and recommendations.

Ensuring up-to-date information in the Alternative Materials Database.

Given that the construction industry is ever-evolving, When new alternative materials or methods are introduced, Then the Alternative Materials Database should be updated within 30 days to reflect these changes.

User training for effectively utilizing the Alternative Materials Database.

Given that a new user is onboarded to the Constructify platform, When they complete the training program, Then they should demonstrate a correct understanding of how to navigate and utilize the Alternative Materials Database effectively.

Real-Time Sustainability Dashboard

"As a site supervisor, I want a real-time dashboard that visualizes our sustainability metrics so that I can monitor performance and make on-the-spot decisions to improve our environmental impact."

Description

This requirement calls for the creation of an interactive dashboard that provides real-time data visualization of sustainability metrics on site. The dashboard will aggregate data from EcoTracker, presenting users with customizable views of energy usage, material sourcing, and waste management, thereby offering insights into the current sustainability performance of the project. This feature is vital for enabling timely interventions and adjustments to enhance overall environmental impact.

Acceptance Criteria

User accesses the Real-Time Sustainability Dashboard during a construction project meeting to review sustainability metrics and performance indicators.

Given the user is logged into the Constructify platform, when they navigate to the Real-Time Sustainability Dashboard, then they should see real-time data visualizations including energy usage, material sourcing, and waste management metrics for the current project.

The site manager wants to customize the data views on the Real-Time Sustainability Dashboard to focus only on material sourcing and waste management metrics.

Given the user is on the Real-Time Sustainability Dashboard, when they select customization options and deselect energy usage, then the dashboard should only display material sourcing and waste management metrics, updating in real-time.

A project analyst needs to export the sustainability metrics displayed on the dashboard to share with stakeholders after a project review.

Given the analyst has the Real-Time Sustainability Dashboard open, when they click the export button, then they should be able to download the current metrics in a CSV format with all displayed data included.

A construction worker wants to receive alerts for sustainability metrics exceeding predefined thresholds while using the Real-Time Sustainability Dashboard on a mobile device.

Given the user is accessing the dashboard on a mobile device, when any sustainability metric exceeds its threshold, then the user should receive a push notification alerting them of the metric that has exceeded its limit.

The project manager needs to view historical sustainability data alongside real-time metrics to assess trends over time on the dashboard.

Given the user selects the historical data option, when they view the selected metrics, then they should see a comparative analysis of real-time and historical sustainability data for the specified time frame.

An environmental officer wants to compare current sustainability performance against industry benchmarks using the Real-Time Sustainability Dashboard.

Given the dashboard provides benchmarking options, when the user selects the benchmark feature, then they should see a comparison of current metrics against set industry standards for sustainability performance.

Sustainability Compliance Reporting

"As a compliance officer, I want to automate our sustainability reporting process so that I can ensure we meet all regulatory requirements and efficiently communicate our environmental efforts."

Description

This requirement aims to develop a compliance reporting tool that automates the generation of reports documenting the sustainability practices adopted on construction sites. These reports will align with industry standards and regulations, providing necessary documentation for audits and assessments. This feature will not only ensure that construction firms remain compliant but also demonstrate their commitment to sustainable development to stakeholders and clients.

Acceptance Criteria

User generates a sustainability compliance report at the end of a project.

Given the user has entered all sustainability practices followed during the project, when they select the option to generate a report, then the system should produce a comprehensive report that meets industry standards and regulations, formatted correctly for audits.

User accesses the sustainability compliance report to verify included data.

Given that the user has generated a sustainability compliance report, when they open the report, then the report should display a complete list of all sustainability practices adopted, including detailed documentation and evidence for each practice.

Administration reviews generated reports as part of the internal audit process.

Given an administrator has access to the sustainability compliance reports, when they review a report, then they should be able to see a clear summary of compliance status against industry standards and trace any issues to their source within the report.

User exports the sustainability compliance report to share with stakeholders.

Given the user has completed a sustainability compliance report, when they select the export option, then the system should allow them to download the report in PDF and Excel formats without losing any data or formatting.

System automatically updates the compliance report based on new sustainability practices.

Given that the sustainability practices have been updated in the system, when an existing compliance report is opened, then the system should reflect these changes automatically, ensuring the report is up to date with the latest information.

Compliance report is generated within a specified time frame.

Given that a user initiates the report generation, when they submit the request, then the report should be generated and available for download within 10 minutes, ensuring timely reporting for audits.

User requests help or guidance regarding sustainability compliance reporting.

Given a user is confused about the compliance report generation process, when they access the help section, then a clear guide should be available that outlines the necessary steps and requirements for generating an effective sustainability compliance report.

User-Centric Suggestions Engine

"As a project engineer, I want personalized sustainability suggestions that are tailored to my specific project conditions so that I can implement the most effective practices for minimizing environmental impact."

Description

This requirement involves the creation of a personalized suggestions engine that utilizes machine learning algorithms to tailor sustainability recommendations based on user-specific project conditions and historical performance data. By analyzing past project choices and outcomes, the engine will hone in on best practices that match the unique needs of each project, making sustainability recommendations more relevant and actionable for construction teams.

Acceptance Criteria

Personalized sustainability suggestions based on project data and historical performance

Given a construction project with specific conditions, when the user inputs project details into the Constructify platform, then the system should provide personalized sustainability recommendations tailored to the user's historical performance data and current project specifics.

Integration of EcoTracker data for actionable suggestions

Given that EcoTracker has been successfully implemented and data is being collected, when the user accesses the suggestions engine, then the system should utilize EcoTracker data to generate actionable sustainability strategies that align with best practices.

User feedback on suggested practices

Given that the user has received sustainability suggestions, when the user provides feedback on the recommendations (e.g., accept, modify, or reject), then the suggestions engine should adapt future recommendations based on the user's feedback history.

Performance tracking of implemented suggestions

Given that a user has implemented sustainability suggestions from the engine, when the project progresses, then the system should track and report the impact of these suggestions on project performance, including cost savings and environmental impact metrics.

System usability for generating custom reports

Given the user's need for reporting, when the user requests a report on sustainability efforts, then the system should generate a comprehensive report that includes the suggestions made, their implementation status, and the outcomes measured against sustainability goals.

Real-time updates and notifications for new best practices

Given that the sustainability landscape changes, when new best practices are identified, then the suggestions engine should notify users in real-time about relevant updates that could enhance project sustainability.

EcoScore Reporting

EcoScore Reporting generates an overall sustainability score for projects based on various environmental metrics such as carbon emissions, waste generated, and resource efficiency. This feature provides project stakeholders with a quantifiable assessment of their environmental performance, which can be shared with clients and investors. A higher EcoScore can enhance a firm's reputation and align with green-building certification standards.

Requirements

EcoScore Calculation Algorithm

"As a project manager, I want an automated EcoScore calculation so that I can easily evaluate and report on the environmental impact of our construction projects to clients and investors."

Description

The EcoScore Calculation Algorithm is responsible for aggregating various environmental metrics such as carbon emissions, waste generation, water usage, and resource efficiency to generate an overall sustainability score for construction projects. This algorithm will use predefined formulas and weightings to ensure that the scores reflect the true environmental impact of the projects. It will integrate seamlessly with the existing data input from project management modules on the Constructify platform, ensuring accurate and reliable calculations. Users will benefit from a standardized and transparent scoring method that enhances their ability to assess and communicate sustainability performance.

Acceptance Criteria

User submits environmental metrics for a construction project to receive an EcoScore before project delivery.

Given the user has entered all required environmental metrics, When the user requests the EcoScore, Then the EcoScore should be calculated and displayed based on the predefined formulas and weightings.

Stakeholders review the EcoScore alongside documentation for the project to verify its sustainability performance.

Given the EcoScore has been generated, When stakeholders access the project report, Then they should see the EcoScore alongside other relevant environmental metrics such as carbon emissions and waste generation.

User accesses historical EcoScores to compare sustainability performance across different projects.

Given the user is on the EcoScore reporting page, When the user selects a project from the historical data list, Then the specific EcoScore and associated metrics should be displayed for that project.

A client requests a detailed breakdown of the EcoScore for a completed project to assess its environmental impact.

Given the EcoScore has been calculated, When the user requests the detailed breakdown, Then the system should provide a comprehensive report indicating the contribution of each environmental metric to the overall score.

User integrates the EcoScore data with external reporting tools for client presentations.

Given the user has generated an EcoScore, When the user exports the EcoScore report, Then it should be available in multiple formats (e.g., PDF, Excel) with all relevant metrics included.

An administrator reviews the EcoScore calculation algorithm for any potential updates or improvements.

Given the EcoScore calculation algorithm is under review, When the administrator checks for updates, Then the system should provide the current parameters and allow for adjustments to the formulas if necessary.

EcoScore Dashboard Integration

"As a construction firm executive, I want a comprehensive dashboard that displays EcoScores and related metrics so that I can track our sustainability performance and make informed decisions."

Description

The EcoScore Dashboard Integration will provide users with an intuitive interface displaying the calculated EcoScores alongside other project metrics. This integration will allow users to visualize sustainability performance trends and compare EcoScores across different projects. The dashboard will feature customizable views, showing metrics such as historical EcoScores, progress over time, and benchmarking against industry standards. This capability will enhance decision-making for project managers and promote accountability in achieving sustainability goals.

Acceptance Criteria

Display of EcoScores in the Dashboard

Given that a user accesses the EcoScore Dashboard, when the dashboard loads, then it should display the current EcoScore for the selected project along with the corresponding project metrics such as energy consumption and waste generated.

Comparison of EcoScores Across Projects

Given that a user is viewing the EcoScore Dashboard, when the user selects multiple projects for comparison, then the dashboard should present a side-by-side comparison of EcoScores and relevant metrics for the selected projects.

Customizable Dashboard Views

Given that a user is on the EcoScore Dashboard, when the user selects the option to customize their view, then they should be able to add or remove any metrics displayed on the dashboard, including historical EcoScores and industry benchmarks.

Historical EcoScore Tracking

Given that a user accesses the EcoScore Dashboard, when they navigate to the historical data section, then it should display a graph showing EcoScore trends over time for the selected project.

Benchmarking Against Industry Standards

Given that the dashboard is displaying EcoScores for a project, when the user views the benchmarking section, then it should provide comparative EcoScores against industry standards or similar projects.

Client Reporting Module

"As a business development manager, I want to generate professional reports on EcoScores to demonstrate our firm’s commitment to sustainability to potential clients."

Description

The Client Reporting Module will facilitate the generation of detailed reports on EcoScores and sustainability metrics that can be easily shared with clients and stakeholders. It will provide options for customizing reports to include specific environmental metrics, comparisons with previous projects, and visualizations of data. This module aims to enhance communication and trust with clients by allowing construction firms to transparently present their sustainability efforts and achievements, thereby supporting the firm's reputation and compliance with environmental standards.

Acceptance Criteria

Client requests a detailed EcoScore report for their latest project, wanting to review sustainability metrics and comparisons with historical data before a stakeholder meeting.

Given the client requests an EcoScore report, when they access the Client Reporting Module, then they should be able to generate a customizable report that includes current sustainability metrics, historical comparisons, and visual data presentations in PDF format.

A construction firm needs to demonstrate compliance with environmental standards to a regulatory agency, using the EcoScore report.

Given the requirement for compliance reporting, when the firm generates an EcoScore report, then it must include all relevant environmental metrics, compliance certification, and a summary of findings that meet regulatory standards.

The project manager wants to compare the EcoScores of different projects to assess which initiatives had more significant positive impacts on sustainability.

Given multiple projects have been completed, when the project manager selects the comparison feature in the Client Reporting Module, then they should view a side-by-side graphical representation of EcoScores and key sustainability metrics for selected projects.

An investor is reviewing sustainability efforts of the construction firm and requests a succinct report that highlights the EcoScore and key metrics for a series of recent projects.

Given an investor's request for a concise report, when the project manager uses the Client Reporting Module, then they should be able to generate a summary report that highlights the EcoScore and key sustainability metrics in a clear and accessible format.

A client desires to present the EcoScore report at an upcoming presentation, emphasizing the project's alignment with green-building standards.

Given the client requires a presentation-ready report, when the EcoScore report is generated, then it must have an option to include branding elements, visual graphs, and a summary that aligns with green-building certification standards suitable for external presentation.

The Client Reporting Module is undergoing testing, and the development team needs to validate that all metrics are correctly calculated and displayed in the reports.

Given the development team is testing the Client Reporting Module, when they generate a report using sample data, then they should confirm that all sustainability metrics are accurately calculated and displayed according to predefined formulas and standards.

Sustainability Benchmarking Tool

"As a sustainability officer, I want to benchmark our EcoScore against industry standards so that I can identify areas for improvement and set targets for our sustainability initiatives."

Description

The Sustainability Benchmarking Tool will allow users to compare their project's EcoScore with industry benchmarks or similar projects within the Constructify platform. By leveraging data from various projects, this tool will provide insights into relative performance, helping firms identify areas for improvement in their sustainability practices. This feature promotes best practices and encourages continuous improvement among users while reinforcing the importance of sustainability in the construction industry.

Acceptance Criteria

User wants to compare their project EcoScore with industry benchmarks to assess performance during a project review meeting.

Given the user is logged into the Constructify platform and has access to the Sustainability Benchmarking Tool, When the user selects a project and requests a comparison report, Then the system generates a report summarizing the project's EcoScore alongside relevant industry benchmarks with clear visual indicators of performance.

Project stakeholders need to share the EcoScore comparison results with clients and investors via a downloadable report.

Given a user has generated a comparison report, When the user clicks the 'Download Report' button, Then the system produces a PDF report that includes the EcoScore data, industry benchmarks, and visual graphs, which can be easily downloaded and shared.

Users want to receive recommendations for improving their EcoScore after comparing it with industry benchmarks.

Given the comparison report is generated, When the user reviews the report, Then the system provides at least three actionable recommendations based on identified gaps between the user's EcoScore and the benchmarks.

Users are interested in tracking their progress over time against the established benchmarks.

Given a user has multiple projects tracked in the system, When the user accesses their project history, Then the system displays historical EcoScores and a visual trend line indicating progress towards industry benchmarks over time.

The system administrator needs to update the industry benchmarks periodically to ensure relevance.

Given the system administrator is logged in, When the administrator uploads a new set of benchmark data through the admin interface, Then the system replaces the old benchmarks with the new data and notifies all users of the update.

Users want to filter projects based on EcoScore thresholds to identify underperforming projects.

Given the user is viewing the project list, When the user applies a filter by specifying an EcoScore threshold, Then the system only displays projects that have an EcoScore below the specified threshold.

Users need a clear definition and explanation of EcoScore and the metrics it includes to understand their reports better.

Given the user accesses the EcoScore Reporting feature, When they click on 'Learn More', Then the system provides a detailed explanation of how EcoScore is calculated, including the environmental metrics that contribute to the score.

Real-time EcoScore Updates

"As a field supervisor, I want real-time updates to our EcoScore as I enter new data so that I can immediately see the impact of our practices on sustainability."

Description

The Real-time EcoScore Updates feature will ensure that EcoScores are updated instantly as new data is input into the Constructify platform. This feature will enhance the responsiveness of the EcoScore Reporting system, allowing project managers and stakeholders to monitor sustainability performance in real-time rather than waiting for periodic reports. By providing up-to-date scores, users can make immediate adjustments to project strategies to improve environmental performance, ultimately leading to greater sustainability outcomes.

Acceptance Criteria

Real-time EcoScore Updates based on newly inputted project data by project managers during a construction meeting.

Given that a project manager inputs new data regarding material usage and waste generation, When the data is submitted, Then the EcoScore must reflect the changes in under 5 seconds and display the updated score to all stakeholders involved in the meeting.

Real-time EcoScore Updates integration with third-party environmental data sources for automated updates.

Given that third-party data regarding carbon emissions is made available, When the system receives this data, Then the EcoScore should update automatically without manual intervention within 1 minute of data retrieval.

Using EcoScore Reporting feature to create a report that reflects real-time EcoScores for clients at the end of each day.

Given that the EcoScore Updates have occurred throughout the day, When a project manager generates the daily EcoScore report, Then the report must include the most recent EcoScore and its calculation method based on the latest input data, with no discrepancies.

Real-time notifications for stakeholders on significant EcoScore changes during project execution phases.

Given that significant changes in data inputs lead to more than a 5% fluctuation in the EcoScore, When the score updates, Then all relevant stakeholders must receive an automatic notification detailing the changes and reasons behind the fluctuation.

Scenario where EcoScore Updates are validated against pre-set benchmarks for immediate decision-making in project adjustment.

Given that the current EcoScore is evaluated against established sustainability benchmarks, When the EcoScore indicates performance below benchmark thresholds, Then project managers must be prompted with suggested corrective actions and strategies to improve sustainability within 2 minutes of the score update.

Real-time access to EcoScore updates through the mobile application for onsite project staff.

Given that onsite project staff use the Constructify mobile application, When they login to check EcoScores, Then they should view the most updated EcoScore along with all relevant metrics within 3 seconds of accessing the feature.

Integration of EcoScore updates into project timeline dashboards for visual tracking by all project members.

Given that EcoScores have been updated in real-time, When viewing the project timeline dashboard, Then the updated EcoScores must visually reflect in the timeline graph immediately after they are updated with historical data easily accessible.

Regulatory Compliance Alerts

Regulatory Compliance Alerts notify construction firms about relevant environmental regulations and compliance deadlines. The feature tracks changes in environmental legislation and alerts users to requirements specific to their projects and locations. This proactive approach ensures that firms remain compliant with environmental laws, avoiding potential fines while enhancing their commitment to sustainability.

Requirements

Real-Time Regulation Updates

"As a compliance officer, I want to receive real-time updates on regulatory changes so that I can ensure our construction projects remain compliant and avoid fines due to missed deadlines."

Description

The Real-Time Regulation Updates requirement enables the system to automatically scan for updates to environmental regulations that affect construction projects and notify relevant users immediately. This function is critical as it ensures that construction firms are up-to-date with any changes in legislation, therefore allowing for proactive adjustments in compliance strategies. The feature integrates seamlessly with the existing dashboard to provide alerts on new regulations based on the firm's operational locations and project types, thus significantly reducing the risk of non-compliance and enhancing regulatory adherence. By maintaining real-time awareness of regulatory changes, firms can avoid potential fines and delays, while reinforcing their commitment to sustainable practices.

Acceptance Criteria

Real-time regulation alert for new environmental laws affecting construction in a specific region.

Given that a new environmental regulation has been enacted, when the system scans for updates, then the relevant users should receive an alert notification on their dashboard within 10 minutes of the regulation becoming effective.

Monthly report generation of compliance alerts and updates received.

Given that the user requests a report of compliance alerts, when the report generation is executed, then the report should include a comprehensive list of all regulatory changes and alerts received over the past month, formatted in a user-friendly layout.

Dashboard integration of real-time alerts for ongoing construction projects.

Given that a construction project is active in the system, when a relevant regulatory update occurs, then the dashboard should display an immediate alert notification directly linked to the project details, ensuring visibility to all involved team members.

User roles configuration for regulatory compliance alerts.

Given an administrator is managing user roles, when they configure user permissions, then they should be able to assign specific alert notifications for regulatory compliance to different team members based on their project roles.

User feedback mechanism for regulatory compliance alerts effectiveness.

Given that users receive compliance alerts, when they provide feedback on the alert's usefulness, then the system should log this feedback for review, allowing for continuous improvement of the alert feature.

Mobile notifications for regulatory compliance updates.

Given that a user has opted into mobile notifications, when a new environmental regulation is detected, then a push notification should be sent to the user’s mobile device within 5 minutes of the update.

Historical access to past regulatory compliance alerts.

Given that a user requests access to historical compliance alerts, when they navigate to the compliance history section, then they should see a searchable log of all past alerts received, including the date, description, and resolution status of each alert.

Custom Compliance Alerts

"As a project manager, I want to configure compliance alerts for specific regulations to ensure our team is aware of the most pertinent deadlines and requirements, helping us to stay organized and effective in our compliance efforts."

Description

The Custom Compliance Alerts requirement allows users to set personalized alerts based on specific environmental regulations relevant to their projects. This feature enables construction firms to prioritize compliance based on the unique criteria of each project, including location-specific laws, project type, and timelines. Users can select which regulations to track, with the system providing automated notifications as deadlines approach or regulations change. This customization ensures that firms are not overwhelmed with irrelevant information, allowing them to focus on what matters most for their operations. This capability not only streamlines compliance management but also enhances project planning and resource allocation.

Acceptance Criteria

User sets up custom compliance alerts for a new construction project in a specific geographic location, ensuring they receive notifications related to local environmental regulations that may impact their project timeline.

Given a user is logged into the Constructify platform, When they navigate to the Custom Compliance Alerts section, Then they can select specific regulations relevant to their project and receive notifications for those selections.

A construction firm is notified about a change in local environmental law affecting their active project, which was previously added to their custom compliance alerts.

Given the user has set up custom alerts for environmental regulations, When a relevant change in legislation occurs, Then an automated alert is sent via email and within the platform to the affected users.

Users review the effectiveness of their custom compliance alerts after six months of use, checking if the alerts reflect the changes in their project’s regulatory landscape.

Given a user has been utilizing custom compliance alerts for six months, When they access the alert history, Then they can see a report indicating the number of alerts received, categorized by type of regulation, and any missed deadlines.

A user wants to adjust the parameters for their custom compliance alerts after receiving too many irrelevant notifications from the system.

Given a user is in the Custom Compliance Alerts settings page, When they modify their selected regulations and project timelines, Then the system updates their alert preferences and confirms the changes.

Project managers need to assign responsibilities related to compliance alerts to specific team members based on project requirements.

Given a user is on the Custom Compliance Alerts page, When they assign alerts to multiple team members, Then those members receive the appropriate notifications as per their assigned regulations.

Users want to ensure their custom compliance alerts can be aligned with the timelines of project phases to avoid compliance issues prior to deadlines.

Given a user has established project timelines in Constructify, When they set up custom compliance alerts, Then the system provides suggestions for alerts based on project phase deadlines.

Compliance History Log

"As an auditor, I want to access a complete history of compliance alerts and actions taken so that I can verify that the construction firm meets all regulatory requirements and has acted appropriately in response to any alerts."

Description

The Compliance History Log requirement enables users to maintain a historical record of all regulatory alerts received and actions taken regarding compliance. This log will serve as an invaluable resource for audits, safety checks, and compliance assessments, allowing construction firms to demonstrate due diligence in their operations. The log will automatically record notifications, user interactions, and compliance reporting activities within the platform. Access to this comprehensive history will not only help in internal evaluations but will also support external audits and inspections, thereby enhancing overall corporate responsibility and accountability in environmental matters.

Acceptance Criteria

Initial logging of received regulatory alerts

Given a new regulatory alert is received, When the user views the Compliance History Log, Then the alert should be displayed with the correct timestamp and details corresponding to the alert.

Recording user actions for compliance

Given a user takes action in response to a regulatory alert, When the user updates the Compliance History Log, Then the action taken along with the timestamp should be recorded in the log.

Audit preparation using the compliance history

Given a scheduled audit by an external body, When the compliance officer accesses the Compliance History Log, Then all alerts and actions taken should be accurately retrievable and presented in chronological order.

Access control for compliance history

Given multiple users accessing the Compliance History Log, When a user with restricted access attempts to view the log, Then the system should prevent access and display an appropriate error message.

Filtering alerts in the compliance history

Given a user wants to find specific alerts in the Compliance History Log, When the user applies filters based on date range or alert type, Then the log should display only the relevant compliance records that meet the specified criteria.

Export functionality of compliance history

Given the need to share compliance history logs, When the user selects the export option, Then the system should generate a downloadable file containing the complete compliance history in a specified format (e.g., CSV, PDF).

Integration with Payroll System

"As a financial officer, I want compliance-related costs to automatically integrate with our payroll system so that our financial records remain accurate and reflect any penalties imposed for non-compliance in a timely manner."

Description

The Integration with Payroll System requirement involves linking the compliance alert system with payroll management to ensure that any necessary compliance-related deductions or fines are reflected in payroll calculations. This integration is crucial for maintaining financial accountability and ensuring that all costs related to compliance, including fines for violations, are appropriately managed within the firm's financial systems. By automating this process, construction firms can reduce the potential for human error in managing finances and enhance their overall compliance posture. This feature will help align compliance efforts with financial management, ensuring all aspects of the business are synchronized for smoother operations.

Acceptance Criteria

Integration of Compliance Alerts with Payroll Processing Workflows

Given that a compliance alert is generated for a pending fine related to environmental regulations, when the payroll system is accessed before payroll processing, then the fine should be automatically reflected in the payroll deductions for affected workers.

Notification System for Compliance-Related Payroll Adjustments

Given that a compliance violation resulted in a fine, when the adjustment is made in the payroll system, then a notification should be sent to the designated compliance officer and affected employees about the fine and its implications on payroll.

Historical Tracking of Compliance Fines in Payroll Reports

Given that fines are applied to payroll deductions, when generating payroll reports, then the report must display a breakdown of compliance-related deductions alongside regular deductions for transparency.

User Access Control for Compliance Alerts Configuration

Given that only authorized personnel should configure compliance alert settings, when a user attempts to access the configuration option, then the system must verify the user's role and allow or deny access accordingly.

Accuracy of Payroll Deductions for Compliance Violations

Given that a compliance violation occurs, when processing payroll, then the total deductions should accurately reflect the fines imposed as per the latest compliance alert within the specified deadline.

Real-time Update of Compliance Information

Given that environmental legislation is updated, when a regulatory change occurs, then the system must automatically update compliance requirements and alert the payroll system of any applicable changes affecting financial processing.

Mobile Compliance Notifications

"As a project manager on-site, I want to receive compliance notifications on my mobile device so that I can respond quickly to any regulatory changes and keep our project on track without delays."

Description

The Mobile Compliance Notifications requirement provides users with the ability to receive alerts and updates regarding compliance directly on their mobile devices. This feature ensures that key stakeholders, including project managers and compliance officers, are instantly informed of any regulatory changes or upcoming deadlines, regardless of their location. This mobile functionality facilitates timely decision-making and enhances the ability to respond to compliance issues immediately, thus promoting a culture of accountability and responsiveness across the construction firm. The mobile alerts will integrate with existing notification systems to ensure that users can manage alerts conveniently from their devices.

Acceptance Criteria

Project Manager Receives Real-Time Compliance Alerts

Given a regulatory change impacting the construction project, when the change is detected, then the mobile app should send a notification to the project manager within 5 minutes of detection.

Compliance Officers Acknowledge Alert Notifications

Given that a compliance alert is received on a mobile device, when the compliance officer views the notification, then there should be an option to acknowledge receipt and an associated timestamp captured in the system.

User Filters Notifications by Location and Regulation Type

Given a list of compliance alerts, when the user applies filters for specific project locations or regulation types, then the displayed alerts should match the selected criteria and be updated in real time.

Mobile Notifications Integration with Existing Systems

Given that mobile compliance notifications are enabled, when a new compliance alert is generated, then the alert should be successfully integrated into existing notification systems (e.g., email or SMS) without duplication.

Historical Data Access for Previous Notifications

Given that compliance notifications have been sent, when the user requests to view past notifications, then the system should display a historical log of alerts with timestamps and details for at least the last 6 months.

User Customization of Notification Preferences

Given that a user accesses notification settings, when they modify their preferences for alert types and urgency levels, then the system should save these settings and apply them to future notifications accordingly.

User Training Module for Compliance

"As a new team member, I want to access training resources on compliance regulations and the alert system so that I can understand how to manage my responsibilities effectively and uphold our company's compliance standards."

Description

The User Training Module for Compliance requirement encompasses the creation of an interactive training program designed to educate users on the importance of regulatory compliance in construction and how to effectively use the compliance alert system. This module will provide essential knowledge and practical tools for users to understand their responsibilities in maintaining compliance and how to act on alerts they receive. Training will include video tutorials, FAQs, and practical scenarios, ensuring that all users are equipped to manage compliance proactively. This initiative will improve engagement with the compliance process and promote a culture of awareness and proactivity within the firm concerning regulatory standards.

Acceptance Criteria

Users complete the interactive training program and demonstrate knowledge of regulatory compliance and the use of the compliance alert system.

Given the user has accessed the User Training Module for Compliance, when they complete all training modules including video tutorials and FAQs, then they should score at least 80% on the final assessment to successfully demonstrate their understanding.

Users receive notifications for upcoming compliance deadlines based on their project and location without any delays.

Given a user is registered with their project details in the system, when a compliance deadline is approaching, then they should receive a notification at least 7 days in advance to ensure they have sufficient time to comply.

Users access training resources on mobile devices without any technical difficulties.

Given users are using various mobile devices, when they attempt to access training videos and resources, then the content should load properly and be fully functional across at least 95% of commonly used mobile platforms and browsers.

The training module includes practical scenarios that cover real-life compliance issues to enhance learning.

Given the training module is developed, when users complete the practical scenarios section, then they should be able to successfully apply learned concepts to at least 3 real-life compliance situations as evaluated by their responses.

Users can easily navigate and find information within the training module.

Given the User Training Module for Compliance is live, when users navigate through the module, then they should be able to access any section within 3 clicks or less, ensuring a user-friendly experience.

Users provide feedback on the training module's effectiveness and relevance.

Given users have completed the training module, when they submit feedback, then at least 80% of responses should indicate that they found the training useful and relevant to their compliance responsibilities.

The training module integrates seamlessly with the existing compliance alert system.

Given the training module is implemented, when users receive alerts for compliance issues, then the alerts should reference the training content, providing users with context and actionable information related to their training.

QuickStart Guides

QuickStart Guides offer step-by-step checklists and visual aids for new workers to navigate their first day on-site. This feature ensures that new hires can familiarize themselves with site protocols and procedures swiftly, reducing confusion and enhancing confidence, ultimately leading to faster integration and productivity.

Requirements

Interactive QuickStart Guides

"As a new worker, I want an interactive QuickStart Guide that helps me understand site protocols so that I can perform my tasks confidently and safely."

Description

Develop interactive QuickStart Guides that not only provide step-by-step checklists but also include multimedia elements such as videos and diagrams for enhanced learning. This feature will facilitate easier onboarding for new workers, allowing them to engage with the material in a more dynamic way. By incorporating Adobe Captivate or similar technologies, these interactive guides will ensure that users grasp site protocols thoroughly, which will minimize potential errors and enhance overall safety and efficiency on the job site. Integration with the Constructify platform will allow for instant updates to content as protocols change or evolve, ensuring that the guides remain relevant and reliable.

Acceptance Criteria

New worker accesses the Interactive QuickStart Guide on their first day at a construction site.

Given a new worker on their first day, when they access the QuickStart Guide, then they should see a user-friendly interface with clear navigation to access checklists and multimedia resources.

A new worker views a video tutorial within the Interactive QuickStart Guide.

Given a new worker interacting with the guide, when they select a video tutorial, then the video should play without buffering and display correctly, providing relevant information on site protocols.

The Interactive QuickStart Guide is updated to reflect new safety protocols.

Given that a safety protocol has changed, when the administrator updates the guide, then the changes should reflect in the worker's view within 24 hours and display a version history for accountability.

A new worker completes a checklist within the Interactive QuickStart Guide.

Given a new worker is navigating the guide, when they complete a checklist, then their progress should be saved, and they should receive feedback indicating completion or remaining tasks.

Feedback is collected from new workers about the Interactive QuickStart Guide usability.

Given a new worker has completed the guide, when prompted for feedback, then they should be able to rate their experience and suggest improvements that are stored for future reference.

The Interactive QuickStart Guide integrates with the Constructify platform's user management.

Given a new worker is registered in the Constructify system, when they log in, then they should be automatically directed to their personalized QuickStart Guide relevant to their assigned project or role.

Mobile Accessibility for QuickStart Guides

"As a new worker, I want to access my QuickStart Guide on my mobile device so that I can review site protocols while on the move throughout the site."

Description

Create a mobile-responsive version of the QuickStart Guides that allows users to access the onboarding material directly from their smartphones or tablets while on-site. This feature will cater to the needs of construction workers who may not have constant access to a desktop computer. By ensuring that the guides are accessible anytime and anywhere, new hires can quickly revisit protocols and procedures as needed, thus reducing uncertainty and improving on-the-job performance. The mobile implementation will involve optimizing the content for various screen sizes and ensuring compatibility across different devices and operating systems.

Acceptance Criteria

New workers access the QuickStart Guides via their smartphones during their first day on-site.

Given a new worker is on-site, when they open the QuickStart Guides on their mobile device, then they should see the onboarding materials rendered correctly for their screen size.

A user accesses the QuickStart Guides while in different locations around the construction site.

Given the QuickStart Guides are displayed on a mobile device, when the user moves between different areas of the construction site, then the content should remain accessible without interruptions or delays.

New hires need to revisit specific safety protocols from the QuickStart Guides during a task.

Given the worker is using their mobile device, when they search for safety protocols in the QuickStart Guides, then they should receive relevant results and be able to access the details within 2 seconds.

The QuickStart Guides must be compatible with various mobile operating systems.

Given the QuickStart Guides are accessed on a mobile device, when tested on iOS and Android platforms, then all features should render correctly and function as intended on both operating systems.

New workers may need visual aids in the QuickStart Guides while on-site.

Given a worker is using the Mobile QuickStart Guides, when they navigate to a section requiring a visual aid, then the corresponding images or videos should load within 3 seconds and be high enough quality for clear visibility.

The mobile version of the QuickStart Guides should function effectively across various screen sizes.

Given that the QuickStart Guides are responsive, when accessed on devices with different screen sizes (e.g., smartphone, tablet), then the content should adjust accordingly without losing readability or functionality.

Checklist Functionality in QuickStart Guides

"As a new worker, I want to check off tasks in my QuickStart Guide so that I can monitor my onboarding progress and ensure I complete all necessary steps before starting my work."

Description

Implement checklist functionality within the QuickStart Guides that allows new hires to track their progress as they complete various onboarding tasks. This feature will promote accountability and ensure that every necessary step is completed before workers start their roles fully. By providing a visual representation of the tasks completed, users can gain confidence as they check off items, which can also assist supervisors in monitoring new hire integration. The checklists will be customizable based on the specific requirements of different job sites and roles within the company, allowing for tailored tracking that meets specific needs.

Acceptance Criteria

New hires access the QuickStart Guides upon their first day at the construction site and interact with the checklist functionality to ensure they complete essential onboarding tasks before starting work.

Given that a new hire is logged into the QuickStart Guides, when they view the checklist, then they should see a complete list of onboarding tasks related to their specific job role, with the ability to check off tasks as they are completed.

Supervisors need to monitor the progress of new hires in real time to ensure they are completing onboarding tasks effectively during their first day.

Given that a supervisor accesses the admin dashboard, when they view the checklist progress of new hires, then they should see a visual representation (like progress bars or percentages) of each new hire's task completion status, reflecting real-time updates.

New hires customize their QuickStart Checklists based on specific job site requirements and tasks unique to their roles, ensuring relevance and effectiveness of the onboarding process.

Given that a new hire is using the QuickStart Guides, when they customize their checklist for their specific role, then the checklist should allow them to add, remove, or modify tasks, and those changes should be saved for future use.

New hires complete onboarding tasks and wish to revisit their checklist to confirm prior completions and gain insight into their integration into the workforce.

Given that a new hire has completed the onboarding process, when they revisit their checklist, then they should see a history of completed tasks with timestamps and any notes they may have entered during their onboarding experience.

Administrators need to update checklist templates to reflect any changes in job requirements or protocols on construction sites frequently.

Given that an administrator accesses the checklist management interface, when they modify a checklist template, then the changes should automatically propagate to all new hires assigned to that job role without requiring additional actions from the users.

New hires with different job roles should have access to specific onboarding checklists that are tailored to their tasks and responsibilities on site.

Given that a new hire selects their job role in the QuickStart Guides, when the system generates their personalized checklist, then the checklist should only include relevant tasks and guidelines pertinent to their role.

New hires want to provide feedback on the QuickStart Guides and checklist functionality after they complete their onboarding experience.

Given that a new hire has completed their onboarding, when they access the feedback form on the QuickStart Guides, then they should be able to submit feedback regarding the functionality and usefulness of the checklist, which should be stored for review by the development team.

Feedback Mechanism for QuickStart Guides

"As a new worker, I want to provide feedback on my QuickStart Guide so that I can help improve the onboarding experience for future hires."

Description

Introduce a feedback mechanism in QuickStart Guides where new workers can provide input on the clarity and helpfulness of the onboarding material they received. This feedback will be invaluable in continuously improving the guides and ensuring that they meet the evolving needs of workers. By leveraging this input, Constructify can refine guide content, making it more effective and user-friendly. This feature will also provide insights into common challenges faced by new hires, which can inform further enhancements to the onboarding process.

Acceptance Criteria

New Worker Completes Feedback Form After First Day Using QuickStart Guides

Given a new worker has finished their first day and completed the onboarding process using the QuickStart Guides, When they access the feedback mechanism, Then they should be able to submit their feedback without any errors, and they should receive a confirmation message upon submission.

Feedback Mechanism Is Accessible and Intuitive

Given a new worker is navigating the QuickStart Guides, When they seek to provide feedback, Then the feedback mechanism should be easily accessible from the guide interface, and all feedback options should be clear and straightforward, resulting in at least 90% user satisfaction in usability testing.

Feedback Data Is Collected and Analyzed

Given that multiple new workers are providing feedback via the QuickStart Guides, When the feedback submission process has been operational for one month, Then the collected feedback should be aggregated and analyzed, with a report generated outlining clarity issues and common suggestions for improvements.

Real-Time Feedback Updates Guide Content

Given that feedback has been received regarding specific QuickStart Guides, When necessary updates are identified from the feedback analysis, Then the content of the affected guides should be updated within 14 days to reflect the input, and a notification should be sent to all new hires about the changes.

Compliance with Feedback Regulations

Given that Constructify operates in a regulated industry, When implementing the feedback mechanism, Then it must comply with all relevant data protection and privacy regulations, with a documented process showing how user data will be handled securely.

Integration with Worker Profiles

"As a supervisor, I want to see which QuickStart Guide tasks each new worker has completed so that I can ensure they are prepared for their assigned tasks."

Description

Facilitate integration of the QuickStart Guides with individual worker profiles within the Constructify platform. This will allow new hires to receive personalized onboarding content based on their specific role, experience level, and the particular job site they are being assigned to. By tailoring the onboarding process, workers will receive the most relevant information for their tasks and responsibilities, thus increasing efficiency and reducing confusion. This integration will also allow managers to easily track which guides have been completed by each worker within their profiles, creating a seamless onboarding experience.

Acceptance Criteria

New worker is assigned to a construction site and logs into their Constructify account for the first time to access the QuickStart Guides specific to their role.

Given a new worker has a role profile assigned, when they access the QuickStart Guides, then they should see a tailored list of guides relevant to their specific tasks and responsibilities.

A construction manager reviews the onboarding progress of new workers at a job site to ensure compliance with training protocols.

Given that new workers have been assigned QuickStart Guides, when the manager checks the worker profiles, then they should see a completion status for each guide indicating which guides have been read and which remain pending.

A new worker receives their QuickStart Guides upon account creation to speed up their onboarding process on the first day.

Given a new worker's profile is created, when the worker logs in for the first time, then the QuickStart Guides should automatically be assigned to the worker's profile and accessible immediately.

The integration of QuickStart Guides with worker profiles is tested to ensure personalized onboarding content is accurate based on their skills and the construction site they are assigned to.

Given a worker profile contains specific skills and site information, when the worker accesses the QuickStart Guides, then the content presented should reflect their unique role and site characteristics.

Admin personnel want to evaluate the effectiveness of the QuickStart Guides in facilitating worker onboarding and reducing process time.

Given an admin reviews metrics on worker onboarding sessions, when analyzing the reports, then they should see a measurable decrease in time taken for new workers to complete their onboarding compared to previous methods.

New hires provide feedback on the QuickStart Guides to improve the onboarding experience.

Given a feedback mechanism is implemented, when new workers complete their onboarding, they should have the option to rate and comment on the QuickStart Guides, and this feedback should be logged for review.

Virtual Reality Orientation

Virtual Reality Orientation immerses new workers in a virtual environment where they can engage in simulated safety drills, equipment handling, and site navigation. By providing an interactive onboarding experience, this feature helps workers build familiarity with their workplace in a risk-free setting, significantly enhancing their safety awareness and hands-on skills.

Requirements

User Customization for VR Scenarios

"As a construction manager, I want to customize the VR orientation scenarios for each site so that new workers can be better prepared and aware of site-specific safety protocols and workflows."

Description

This requirement focuses on enabling users to customize their virtual reality orientation scenarios according to their specific site conditions, equipment, and safety protocols. By allowing construction firms to tailor the VR training modules, workers can engage with real-life equipment and workflows, enhancing their preparedness for actual site challenges. The custom scenarios aim to reduce induction time for new employees and boost their confidence, ensuring they are better equipped to handle real-world situations safely and effectively. Customization may involve inputting company-specific protocols and integrating variations in equipment handling, which ensures compliance with unique workplace standards. This feature is critical as it personalizes the onboarding experience, helping increase engagement and comprehension, ultimately leading to a safer work environment.

Acceptance Criteria

User Customization of VR Orientation Scenarios for Equipment Handling Training

Given a construction firm has specified unique equipment and safety protocols, when an administrator customizes the VR orientation scenario using the Constructify platform, then the system should allow the input of specific equipment types and safety protocols without errors.

Dynamic Adaptation of VR Orientation Scenarios Based on Worker Feedback

Given that new workers have completed the initial VR orientation, when they provide feedback on the training scenarios, then the system should adapt future sessions by integrating the feedback while maintaining compliance with safety protocols.

Integration of Site-Specific Scenarios for Real-World Equipment Handling

Given a construction site with specific equipment requirements, when a firm customizes the VR modules, then the workers should engage in scenarios that accurately reflect real-world equipment handling and site conditions, confirmed by scenario completion metrics.

Verification of Compliance with Safety Protocols in Customized Scenarios

Given customized VR training scenarios were created, when a safety officer reviews these scenarios, then they should be able to verify that all company-specific safety protocols are effectively integrated and accurately represented.

Initial Assessment of Worker Preparedness Post-VR Training

Given that a worker has completed the customized VR orientation, when they are assessed through a practical demonstration on site, then they should successfully pass the assessment as defined by the company standards.

Management Dashboard for Monitoring Customized VR Scenario Usage

Given that customized VR scenarios have been implemented, when a manager accesses the Constructify dashboard, then they should see comprehensive analytics on scenario usage, including the number of sessions completed and user engagement levels.

Feedback Collection Mechanism for Continuous Improvement of VR Modules

Given the implementation of the VR orientation program, when workers complete their training, then the system should prompt them to provide feedback, and this feedback should be systematically collected and analyzed for continuous improvement of the training modules.

Multi-language Support for VR Orientation

"As a new worker from a non-English-speaking background, I want the VR orientation to be available in my native language so that I can understand the safety protocols and equipment handling instructions more clearly."

Description

This requirement involves implementing multi-language support within the virtual reality orientation tool. By enabling the training material and VR environments to be available in multiple languages, it caters to a diverse workforce and ensures that all new employees can understand the safety procedures and operational guidelines easily. This feature addresses the communication barrier that might exist in construction environments where workers come from various linguistic backgrounds. By providing translations in the primary languages spoken by the workforce, the VR orientation becomes more inclusive, helping to foster a safer and more effective training environment. This requirement is essential in promoting inclusivity and safety across different employee demographics.

Acceptance Criteria

New employees are logging into the VR Orientation system for the first time and selecting their preferred language option before starting the training module.

Given a user selects a language from the options, When the user clicks 'Start Training', Then the VR Orientation content should display in the selected language without any errors or delays.

A multilingual worker who speaks Spanish is participating in the VR Orientation and approaches a safety drill within the virtual environment.

Given the worker is in the VR Orientation with the language set to Spanish, When they initiate a safety drill, Then all visual and auditory instructions must be presented in Spanish, accurately reflecting the original content.

HR is reviewing the effectiveness of the multi-language support after the first month of implementation by assessing user feedback.

Given that user feedback is collected from employees who have completed the VR Orientation, When analyzing the feedback, Then at least 85% of users should report that they understood the training content easily in their selected language.

Training content is being updated to include new safety procedures and the multi-language support functionality is being tested against these updates.

Given that new training materials have been uploaded in English, When the materials are translated into each supported language, Then all translated materials must match the English content with at least 98% accuracy in terminology.

An administrator is setting up the VR Orientation system for an upcoming training session that involves a workforce that speaks multiple languages.

Given an administrator is accessing the VR Orientation setup, When choosing language options, Then the admin must have the ability to select at least 5 different languages for the training session from a predefined list.

Progress Tracking and Analytics

"As a supervisor, I want to access a dashboard to track the VR orientation progress and engagement levels of new workers so that I can identify areas requiring additional training and ensure compliance."

Description

This requirement outlines the development of a progress tracking and analytics dashboard for the virtual reality orientation. The dashboard will allow supervisors and HR teams to track the completion rates, performance metrics, and engagement levels of new workers as they complete their VR trainings. Analytics on user interaction within the VR environment will provide insights into areas that might need more focus or additional training resources. This feature is crucial for ensuring that the training is effectively preparing workers and for assessing compliance with required safety protocols. By monitoring these metrics, construction firms can improve their training workflows and address potential gaps in knowledge, supporting better workplace safety.

Acceptance Criteria

Completion Tracking for VR Orientation Modules

Given a new worker has started VR orientation, when they finish each module, then the completion status should update on the dashboard to reflect 100% for that module.

Performance Metrics Evaluation

Given a supervisor is reviewing the dashboard, when they access the performance metrics of the workers, then the dashboard should display individual scores, average scores, and the pass/fail status for each completed module.

Engagement Level Analytics

Given a new worker is completing the VR orientation, when they interact with the virtual environment, then the analytics dashboard should track and display engagement metrics such as time spent on each module and the number of interactions per module.

Reporting on Knowledge Gaps

Given a supervisor has run an analytics report, when they analyze the user interaction data, then the dashboard should highlight areas with low performance scores and suggest additional training resources based on those gaps.

Compliance Tracking and Reporting

Given a HR team is preparing for an audit, when they access the analytics dashboard, then it should provide downloadable reports showing completion rates and compliance with required safety protocols for all workers.

User Feedback Collection

Given a new worker completes the VR orientation, when they submit feedback on their experience, then the dashboard should record and summarize the feedback for review by supervisors and HR teams.

Real-time Data Update

Given updates in workers' training progress, when new data is entered or completed in the VR system, then the analytics dashboard should refresh in real-time to reflect the most current information available.

Integration with Existing HR Systems

"As an HR manager, I want the VR orientation results to be automatically updated in our workforce management system so that I can maintain accurate training and compliance records without manual entry."

Description

This requirement specifies the integration of the virtual reality orientation feature with existing HR and workforce management systems. This integration will facilitate seamless data exchange between the VR system and HR databases, allowing for automatic updates of training completion statuses, certifications, and compliance records. It will ensure that all training activities are tracked accurately within the employee records and facilitate reporting to regulatory bodies. Integration is vital for streamlining onboarding processes and maintaining accurate, up-to-date employee training records, which are crucial for compliance in the construction industry. This feature reduces administrative overhead and enhances operational efficiency.

Acceptance Criteria

Seamless Data Synchronization between VR Orientation and HR Systems

Given that a new worker completes the VR Orientation, When their training status is updated in the VR platform, Then the HR system should automatically reflect this training completion within 5 minutes.

Automated Reporting on Training Completion for Compliance

Given that workers have completed the VR Orientation, When the compliance report is generated, Then it should include accurate counts of all completed training sessions and certifications per worker without manual intervention.

User Access to Personal Training Records

Given that a worker logs into their Constructify account, When they navigate to the training history section, Then they should be able to view all completed VR Orientation sessions and their corresponding certification statuses.

Error Handling for Failed Data Transfers

Given that a data transfer attempt from the VR Orientation to the HR system fails, When the integration service detects this failure, Then it should log the error and alert administrators within 10 minutes.

Comprehensive Audit Trail for Data Changes

Given that a training record is updated in the VR system, When this change is made, Then the HR system should maintain an audit trail documenting the change with timestamps and the user who made the change.

Real-Time Dashboard for Training Analytics

Given that the integration between VR Orientation and HR systems is fully functional, When HR administrators access the training dashboard, Then they should see real-time statistics on training completion rates and compliance.

User Permissions and Access Control

Given that an HR administrator accesses training data, When attempting to view records for a specific worker, Then only users with appropriate permissions should be able to access sensitive training information.

User Feedback Mechanism

"As a new worker, I want to provide feedback on my VR orientation experience so that the training can be improved for future workers who come on board."

Description

This requirement involves the implementation of a user feedback mechanism within the virtual reality orientation tool. This feature allows new workers to provide feedback on their onboarding experience, the clarity of training materials, and any challenges faced during the VR sessions. Collecting feedback is essential for continuously improving the orientation process and ensuring user satisfaction. By analyzing user responses, the development team can make informed updates to the training content and scenarios, addressing any gaps or deficiencies in the training experience. This requirement is important for fostering an adaptive learning environment that evolves based on user needs.

Acceptance Criteria

User submits feedback after completing a safety drill in the Virtual Reality Orientation.

Given a new worker completes a safety drill in the VR environment, when they access the 'Feedback' section, then they should be able to submit feedback regarding their experience, including an option for rating the drill on a scale of 1-5 and providing text comments.

System aggregates user feedback to identify common training issues.

Given multiple users have submitted feedback on the Virtual Reality Orientation, when the development team analyzes the feedback data, then the system should provide a report highlighting the top three training issues based on frequency of comments and ratings below 3.

New user accesses training materials after providing feedback.

Given a new worker provides feedback on the clarity of training materials, when they navigate back to the training materials section, then the updated training materials should reflect any changes made based on prior user feedback, ensuring relevance and clarity.

User receives confirmation after submitting feedback.

Given a user has completed the feedback submission process, when they click 'Submit', then they should see a confirmation message indicating their feedback has been received successfully.

Feedback is stored securely in the system for future analysis.

Given a user submits feedback, when this submission occurs, then the feedback should be securely stored in the database and tagged with the user's id and timestamp for review.

Users can edit their submitted feedback within a specific timeframe.

Given a user has submitted feedback, when they attempt to edit their feedback within 24 hours of submission, then they should be able to modify their ratings and comments before finalizing the changes.

Admin reviews feedback for continuous improvement of the training module.

Given that feedback has been collected for a month, when the admin accesses the feedback dashboard, then they should be able to view summarized analytics and detailed comments to inform improvements in the training module.

Mobile Onboarding Hub

The Mobile Onboarding Hub is an accessible app interface that consolidates all onboarding materials, forms, and training videos. Workers can access this hub anytime, facilitating continuous learning and reference for safety protocols and job expectations, leading to improved retention of crucial information and greater overall compliance.

Requirements

Centralized Document Repository

"As a new worker, I want to easily find and submit all onboarding documents in one place so that I can complete my onboarding process efficiently and meet compliance requirements."

Description

The Centralized Document Repository provides a secure, access-controlled storage area within the Mobile Onboarding Hub where workers can easily find, download, and submit their onboarding materials, forms, and guidelines. This feature streamlines the onboarding process, reducing the time spent searching for documents and ensuring that all necessary paperwork is readily available. By having all documents centralized, compliance with legal and safety protocols is enhanced, minimizing errors and improving overall efficiency during the onboarding phase.

Acceptance Criteria

User Accessing the Centralized Document Repository for the First Time

Given a new worker is logged into the Mobile Onboarding Hub, when they navigate to the Centralized Document Repository, then they should see a list of all available documents categorized by type (e.g. forms, guidelines, training videos).

Document Download Functionality

Given a worker is on the Centralized Document Repository page, when they select a document and click the download button, then the document should download successfully without errors, and a confirmation message should appear.

Search Function for the Document Repository

Given a worker is on the Centralized Document Repository page, when they enter a keyword into the search bar and click the search button, then the system should return a list of documents that match the entered keyword within 2 seconds.

Document Submission Process by Worker

Given a worker is on the Centralized Document Repository and has filled out a required form, when they select the submit option and confirm submission, then the form should be uploaded successfully and a confirmation notification should be displayed.

Access Control for Different User Roles

Given a worker with a specific role is logged into the Mobile Onboarding Hub, when they navigate to the Centralized Document Repository, then they should only see documents that are relevant to their role, while restricted documents should not be visible.

Compliance Verification for Documents

Given the initial content of the Centralized Document Repository has been established, when an administrator reviews the documents, then all onboarding materials must comply with current legal and safety regulations before being made available to workers.

User Feedback Mechanism for the Document Repository

Given a worker has accessed a document in the Centralized Document Repository, when they choose to provide feedback on the document's usefulness, then the feedback should be collected and stored in the system successfully without any errors.

Interactive Training Modules

"As a construction worker, I want to access interactive training modules so that I can learn at my own pace and ensure I understand all safety protocols before starting my job."

Description

Interactive Training Modules are engaging, multimedia learning experiences embedded in the Mobile Onboarding Hub that allow workers to complete training at their own pace. These modules include quizzes and assessments to ensure understanding of critical safety protocols and job expectations. This self-paced learning promotes better retention of information and can significantly reduce the need for in-person training sessions, leading to cost savings and increased flexibility in scheduling for both workers and trainers.

Acceptance Criteria

User accesses the Mobile Onboarding Hub to view available interactive training modules for the first time.

Given the user has downloaded the Mobile Onboarding Hub, When they log in for the first time and navigate to the training section, Then they should see a list of all available interactive training modules categorized by topics.

User completes an interactive training module and submits an assessment.

Given the user is halfway through an interactive training module, When they complete the module and take the assessment, Then the system should record their score and provide feedback on their performance immediately after submission.

An administrator updates existing interactive training modules with new content and assessments.

Given the administrator has access to the training module management feature, When they update content and secondary resources, Then the updates should be reflected in real-time for all users accessing this module within one hour of the changes being made.

User requests additional resources related to safety protocols after completing a training module.

Given the user has completed a training module on safety protocols, When they access the resources section listed at the end of the module, Then there should be links to additional reading materials, videos, and contact information for questions or further support.

User logs their training completion status in their profile.

Given the user has successfully completed an interactive training module, When they check their user profile, Then it should display the completed training modules along with dates of completion and assessment scores.

User revisits the Mobile Onboarding Hub to review a training module they completed earlier.

Given the user has previously completed a training module, When they select the module again from their profile, Then they should have access to review the module content and assessment results without having to retake the quiz unless they choose to engage again.

Users can provide feedback on the effectiveness of the interactive training modules.

Given the user has completed an interactive training module, When they finish, Then they should have an option to submit feedback or rate the module on a scale of 1-5 stars, which is captured in the system for future improvements.

Push Notification Alerts

"As a new hire, I want to receive push notifications about my onboarding tasks so that I don't miss important deadlines and can complete my orientation successfully."

Description

Push Notification Alerts are timely alerts sent to workers via the Mobile Onboarding Hub to remind them of important tasks, deadlines, and training sessions. This feature aims to keep workers informed and engaged during the onboarding process, reducing the likelihood of missed appointments or incomplete training. Notifications can be customized based on individual progress and schedule, ensuring that all workers stay on track with their onboarding requirements and compliance checks.

Acceptance Criteria

Workers receive timely push notifications for critical onboarding tasks and training sessions.

Given a worker is logged into the Mobile Onboarding Hub, when a critical onboarding task or training session is scheduled, then the worker receives a push notification at least 24 hours in advance confirming the task or session details.

Workers can customize their notification preferences based on their individual onboarding progress.

Given a worker is accessing the Mobile Onboarding Hub, when they choose to customize their notification preferences, then they should be able to select frequency, type of alerts, and specific tasks they want notifications for, with all preferences saved for future sessions.

Push notifications are received successfully on various mobile devices.

Given a push notification is sent from the Mobile Onboarding Hub, when checked on Android, iOS, and Web devices, then the notification should appear on all devices without any failures or delays exceeding 2 minutes.

Workers can view the history of notifications sent to them.

Given a worker is in the Mobile Onboarding Hub, when they navigate to the notification history section, then they should see a complete list of all notifications received along with timestamps and action statuses (read/unread).

Notification alerts include a direct link to relevant training materials or tasks.

Given a worker receives a push notification about a training session, when they click on the notification, then they are redirected immediately to the corresponding material or task in the Mobile Onboarding Hub.

The system tracks and reports on the effectiveness of push notifications in keeping workers on track with their onboarding.

Given the completion rates of onboarding tasks, when evaluating the impact of push notifications, then reports should show at least a 30% increase in task completion rates compared to before the implementation of notifications.

Notifications must adhere to quiet hours and not disturb workers outside of designated times.

Given a worker is receiving notifications, when the time is outside designated working hours (e.g., 10 PM to 6 AM), then no notifications should be sent during this period, ensuring compliance with worker preferences and local regulations.

User Feedback System

"As a new worker, I want to provide feedback on my onboarding experience so that the company can improve the process for future employees."

Description

The User Feedback System is an integrated feature within the Mobile Onboarding Hub that allows workers to provide feedback on their onboarding experience and suggest improvements. By facilitating open communication, this feature helps to identify areas for enhancement, ensuring the onboarding process remains user-friendly and effective. Analyzing feedback can drive future updates to the platform, aligning it more closely with user needs and organizational goals.

Acceptance Criteria

Feedback Submission Process for New Users

Given a new worker accesses the Mobile Onboarding Hub, when they provide feedback on the onboarding materials, then the feedback should be successfully submitted and stored in the system for analysis.

Feedback Visibility for Admins

Given that feedback has been submitted by workers, when an admin views the feedback section in the admin interface, then they should see all submitted feedback organized by date and user.

Feedback Response Mechanism

Given that feedback is submitted, when the admin addresses the feedback through a response mechanism, then the user who provided the feedback should receive a notification acknowledging their input and outlining the response.

Analysis of Feedback Trends

Given a set of feedback collected over a period, when an admin analyzes the feedback trends, then the system should generate a report summarizing the key areas of improvement highlighted by the users.

User Accessibility of Feedback System

Given a worker using the Mobile Onboarding Hub, when they navigate to the feedback section, then they should have access to submit feedback without any technical issues or barriers.

Feedback Quality Evaluation

Given the feedback received from workers, when the feedback includes suggestions or improvements, then at least 70% of the suggestions should be actionable and relevant to the onboarding process.

User Follow-up on Feedback,

Multilingual Support

"As a non-English speaking worker, I want to access onboarding materials in my native language so that I can understand the content clearly and complete my onboarding without confusion."

Description

Multilingual Support expands the accessibility of the Mobile Onboarding Hub by providing onboarding materials and interface options in multiple languages. This enhancement caters to a diverse workforce, ensuring that all workers, regardless of their primary language, can fully understand and complete their onboarding process. By improving comprehension and inclusivity, the company enhances safety and compliance standards while promoting a positive work environment.

Acceptance Criteria

Workers can access onboarding materials in their preferred language through the Mobile Onboarding Hub.

Given a worker selects their preferred language in the Mobile Onboarding Hub, When they navigate to the onboarding materials, Then all content should be displayed in the selected language.

New onboarding materials are uploaded in multiple languages by the admin team.

Given the admin uploads new onboarding materials, When the files are saved in the Mobile Onboarding Hub, Then those materials should be available in all specified languages without errors.

Workers are able to complete onboarding quizzes in their preferred language.

Given a worker accesses an onboarding quiz in the Mobile Onboarding Hub, When they select their preferred language, Then the quiz questions and answers should be displayed in that language.

The Mobile Onboarding Hub tracks user progress in multiple languages.

Given a worker completes a module in the Mobile Onboarding Hub, When they check their progress, Then the progress report should accurately reflect completed modules in their selected language.

Workers report issues with language selection in the Mobile Onboarding Hub.

Given a worker encounters difficulties in selecting or using the language options, When they submit a support ticket, Then they should receive acknowledgement and assistance in their selected language within 24 hours.

Multilingual support enhances user satisfaction and onboarding effectiveness.

Given user feedback surveys are collected, When analyzing the surveys, Then at least 80% of respondents should indicate satisfaction with the multilingual support features in the onboarding process.

Automated Compliance Tracking

Automated Compliance Tracking ensures that all onboarding documents, safety training completions, and certification requirements are monitored and reported accurately. This feature alleviates pressure from HR teams by providing real-time insights into compliance statuses, ensuring that new hires meet all legal and safety regulations without delays.

Requirements

Real-time Compliance Dashboard

"As an HR manager, I want to view a real-time compliance dashboard so that I can easily monitor the compliance statuses of my team members and ensure all necessary regulations are met without delay."

Description

The Real-time Compliance Dashboard provides a comprehensive view of all compliance-related metrics in a single interface. It aggregates data from various sources such as onboarding documents, training completions, and certifications, giving HR teams instant access to compliance statuses. This requirement enhances workflow efficiency by allowing quick identification of compliance gaps, ensuring that all labor laws and safety regulations are adhered to. The dashboard will integrate seamlessly with existing modules within Constructify, facilitating easy access for both HR personnel and project managers, and ultimately supporting regulatory compliance and reducing potential legal liabilities.

Acceptance Criteria

HR personnel logs into the Constructify platform to check the compliance status of all new hires before the start of a project.

Given the HR personnel is logged in, when they access the Real-time Compliance Dashboard, then they should see a summary of compliance statuses including onboarding documents, training completions, and certifications for all new hires.

A project manager wants to ensure that all team members on their project are compliant with safety training requirements before work begins.

Given the project manager is on the Real-time Compliance Dashboard, when they filter the view by project team members, then they should see a list with compliance statuses, showing any gaps in training and certifications.

An HR team member reviews the Real-time Compliance Dashboard and identifies a compliance gap for a specific employee.

Given the HR team member can view compliance statuses, when they select a specific employee from the dashboard, then they should be able to access detailed information regarding the compliance gap and recommended actions to resolve the issue.

The system needs to receive updates on completed safety training from external training providers to ensure real-time accuracy.

Given that safety training is completed by an employee, when the external training provider updates the Constructify system, then the Real-time Compliance Dashboard should reflect the updated training status within 15 minutes.

An audit team requests a report on compliance statuses for a regulatory review.

Given the audit team has access to the Real-time Compliance Dashboard, when they generate a compliance report, then the report should include comprehensive details on all employees' compliance statuses, training completions, and any flagged issues for the past 12 months.

HR needs to ensure that alerts are configured for compliance deadlines to prevent lapses in training or certification renewals.

Given the HR personnel is configuring compliance alerts, when a compliance deadline is approaching, then the system should automatically trigger an alert to notify the relevant personnel, ensuring timely renewal or completion of training.

Automated Alert System

"As a compliance officer, I want to receive automated alerts for upcoming deadlines and missing documents, so that I can address compliance issues proactively and prevent any lapse in adherence to regulations."

Description

The Automated Alert System will notify relevant personnel about upcoming compliance deadlines, missing documentation, or expired certifications. This proactive feature is designed to minimize the risk of non-compliance by providing timely reminders through email or in-app notifications. The system will learn from historical data to suggest optimal notification times, ensuring that users have ample time to address compliance issues. Integration with user calendars will help streamline reminders, thus improving overall compliance management work and ensuring that the organization remains compliant with safety regulations and labor laws.

Acceptance Criteria

Compliance Team receives notifications about upcoming document expirations for newly hired workers.

Given a new hire is onboarded with specific compliance documents, When the expiration date of these documents approaches, Then the compliance team receives an email alert 14 days prior to expiration and a reminder notification in the app.

HR personnel checks the status of compliance for all new hires and finds any missing documentation.

Given HR personnel accesses the compliance dashboard, When they filter by all new hires, Then they can see a list that highlights any missing documentation in red, along with the due dates for each document.

A manager reviews the compliance status of their team before a project begins.

Given a manager accesses their team’s compliance overview page, When they view the summary report, Then the report shows a percentage of compliance completion and lists any individuals who are non-compliant with their training requirements highlighted.

A user receives a notification on their calendar for a compliance training session.

Given a compliance training session is scheduled, When the session date approaches, Then the system automatically adds a reminder to the user’s calendar with details about the training session, including date, time, and location.

The system learns from past compliance notification responses to adjust future alerts.

Given that compliance alert history is tracked, When a compliance alert is sent, Then the system analyzes the response time and adjusts future notification timings to maximize awareness and action from users.

Users can customize their notification preferences for compliance alerts.

Given a user accesses their profile settings, When they navigate to notification preferences, Then they can choose to receive alerts via email, in-app notifications, or both, and save these preferences.

The system generates monthly compliance reports for management.

Given the end of a month, When management requests the compliance report, Then the system delivers a report summarizing compliance statuses for all employees, highlighting potential risks and upcoming deadlines.

Document Upload and Management Tool

"As a site manager, I want to upload compliance documents directly into Constructify so that I can ensure all necessary paperwork is securely stored and readily accessible for audits."

Description

The Document Upload and Management Tool enables users to easily upload, store, and manage compliance-related documents within Constructify. This feature allows employees to submit their onboarding and training documents directly through the platform, which then automatically categorizes and documents these submissions. Such a central repository ensures that HR can quickly access and verify compliance-related documentation. By reducing the time spent searching for documents, this requirement directly contributes to more efficient compliance tracking and helps maintain an up-to-date and organized document archive.

Acceptance Criteria

User uploads compliance-related documents via the Document Upload and Management Tool.

Given the user has valid compliance-related documents, when they upload the documents, then the system should confirm the successful upload with a notification and categorize the documents correctly in the system.

HR personnel retrieves uploaded documents for compliance verification.

Given HR personnel search for a specific employee's compliance documents, when they access the Document Upload and Management Tool, then they should be able to view all uploaded documents associated with that employee within 3 seconds.

The system generates a compliance report based on uploaded documents.

Given that multiple compliance-related documents have been uploaded within a specified date range, when the HR personnel requests a compliance report, then the system should generate a report within 2 minutes that accurately lists all documents uploaded and their respective statuses.

User attempts to upload a document that exceeds the file size limit.

Given the user tries to upload a document larger than the maximum allowed size, when they attempt the upload, then the system should reject the upload and display an error message indicating the file size limit.

User uploads a document in an unsupported file format.

Given the user attempts to upload a document in an unsupported format (e.g., .exe), when they initiate the upload, then the system should reject the upload and alert the user to the acceptable file formats.

A user successfully updates an uploaded compliance document.

Given the user has previously uploaded a compliance document, when they upload a new version of the same document, then the system should replace the old version and keep the audit trail of document versions accessible to HR personnel.

User needs to view the last upload date and status of compliance documents.

Given the user accesses their compliance document section, when they view the details of each document, then the system should display the last upload date and the compliance status for each document clearly.

Audit Trail Functionality

"As a compliance auditor, I want to access an audit trail of all compliance actions so that I can efficiently review any changes made and verify that all processes have been properly followed."

Description

The Audit Trail Functionality records all compliance-related actions taken within the system, such as document submissions, approvals, and updates. This feature ensures accountability and facilitates thorough reviews during audits or compliance checks. It provides a chronological history of changes made to compliance documents, capturing critical information such as who made modifications and when they occurred. Such transparency is essential for maintaining trust and ensuring consistent adherence to regulations, as well as preparing for potential audits.

Acceptance Criteria

Recording Compliance Document Submissions

Given a user submits a compliance document, when the submission is recorded, then the system should log the user's ID, document type, submission timestamp, and a unique submission ID in the audit trail.

Tracking Safety Training Completions

Given a safety training course is completed by an employee, when the completion is updated in the system, then the audit trail should reflect the employee ID, course name, completion date, and user ID of the person who updated the record.

Logging Document Approval Actions

Given a compliance document is approved by a manager, when the document approval is executed, then the audit trail should include the document ID, approval timestamp, manager's ID, and any comments made during the approval process.

Monitoring Compliance Document Updates

Given that a compliance document is updated, when the update is made, then the audit trail should record the previous document version, the updated version, user ID of the person making the change, and the timestamp of the update.

Reviewing Audit Trail for Audit Preparedness

Given an upcoming compliance audit, when the audit trail is accessed, then it should present a chronological list of all compliance-related actions taken in the last 12 months, including document submissions, approvals, and updates along with involved user IDs and timestamps.

Ensuring Accountability in Compliance Actions

Given multiple users are involved in compliance actions, when actions are recorded in the audit trail, then each entry must clearly indicate the user ID, action taken, and timestamp, ensuring accountability and transparency in the process.

Integrated Training Module

"As an employee, I want to access compliance training modules within Constructify so that I can learn about safety regulations and receive the necessary certifications at my convenience."

Description

The Integrated Training Module will offer a series of interactive compliance training sessions directly within Constructify. This feature ensures that employees are aware of necessary legal and safety regulations and can complete required training courses at their own pace. Additionally, the module will track employee completions and certifications, updating compliance status in real-time. By integrating training into the platform, firms can better engage their workforce in understanding compliance requirements, thereby enhancing overall workplace safety and adherence to regulations.

Acceptance Criteria

User accesses the Integrated Training Module to select and complete a safety training course.

Given the user is logged into Constructify, when they navigate to the Integrated Training Module and select a safety training course, then they should see the course content display correctly with all interactive elements functional and accessible.

The Integrated Training Module tracks the training completion status of an employee.

Given an employee completes a training course, when they submit their completion for that course, then the system updates their compliance status in real time, showing completion and certification as verified in their profile.

The HR team reviews compliance statuses through the reporting feature within Constructify.

Given the HR manager accesses the compliance reporting feature, when they generate a report, then all employee training completions and outstanding training requirements should be accurately reflected in the report with timestamps and statuses.

An employee receives a notification for upcoming training deadlines within the Integrated Training Module.

Given an employee is nearing the deadline for a required training course, when they log into Constructify, then they should receive an alert notification regarding the pending training obligations and the due date.

A user with inadequate training tries to access job assignments requiring compliance certification.

Given a user attempts to access job assignments, when their compliance status is checked and found incomplete, then they should be prevented from accessing those assignments with a clear message on what is needed to proceed.

Admin user adds a new training course to the Integrated Training Module.

Given the admin user is in the admin settings, when they input the details for a new training course and publish it, then the course should be available to all relevant employees in the Integrated Training Module immediately.

Feedback Loop Integration

Feedback Loop Integration allows new workers to share their onboarding experiences through quick surveys and suggestion forms. The insights gathered help organizations continuously refine the onboarding process, ensuring that it meets the evolving needs of new employees and enhances overall satisfaction and performance.

Requirements

Onboarding Survey Creation

"As a HR manager, I want to create customizable onboarding surveys so that I can gather feedback from new employees and improve the onboarding experience continuously."

Description

The Onboarding Survey Creation functionality allows the system to generate customizable surveys for new workers to provide feedback on their onboarding experience. This feature must support various question types (e.g., multiple-choice, open-ended) and allow administrators to edit and update surveys based on company needs. The results will be aggregated in real-time, enabling quick analysis and assessment of onboarding processes. This integration is crucial for organizations to understand newcomers' perspectives and continuously improve their onboarding strategy to enhance employee satisfaction and retention rates.

Acceptance Criteria

New workers log into the Constructify platform to start their onboarding process, where they encounter the onboarding survey upon completion of their initial training session.

Given a new worker has completed their training session, when they log into their profile, then they should see a prompt to complete the onboarding survey that is tailored to their training experience.

An administrator accesses the Constructify platform to create a new onboarding survey for the upcoming batch of new workers.

Given the administrator is logged into the system, when they navigate to the survey creation module, then they should be able to select various question types, including multiple-choice and open-ended questions, and save the survey successfully.

New workers complete the onboarding survey and submit their responses, which need to be aggregated for analysis.

Given new workers have submitted their responses to the onboarding survey, when the administrator views the survey results, then the responses should be aggregated in real-time and presented visually in summary format for easy analysis.

An administrator identifies the need to update a question in an existing onboarding survey based on feedback from previous cohorts.

Given the administrator has access to an existing onboarding survey, when they edit a specific question and save the changes, then the updated survey should reflect this change and be available for the next cohort of new workers.

A new worker provides feedback on the onboarding survey, which needs to be accessible for administrative review.

Given a new worker has completed the onboarding survey, when the administrator reviews the results, then each worker's feedback should be displayed alongside the aggregated data for transparency and insights into individual experiences.

An administrative user wants to ensure that the onboarding survey adheres to industry standards and compliance requirements.

Given the onboarding survey is created, when the administrator reviews the survey, then it must include all mandatory question types and meet industry compliance standards before it can be published.

Real-Time Feedback Analysis

"As a team leader, I want to access real-time feedback analysis so that I can quickly identify trends and areas for improvement in our onboarding process."

Description

The Real-Time Feedback Analysis requirement involves implementing analytics tools that will process responses from onboarding surveys instantly. This feature should leverage data visualization techniques to present insights in an easy-to-understand dashboard format, highlighting key trends and areas for improvement. The analysis must be automated to ensure responses are categorized and prioritized for swift action. This capability is vital for organizations aiming to respond proactively to employee feedback and make data-driven decisions for enhancing the onboarding process.

Acceptance Criteria

Onboarding Feedback Gathering and Analysis

Given a new worker completes their onboarding survey, when they submit the feedback, then the response should be processed within five minutes and categorized into predefined categories such as 'Positive', 'Negative', and 'Suggestions'.

Real-Time Dashboard Insights Visibility

Given the feedback has been categorized, when the analytics dashboard is accessed, then it must display key trends in the feedback within the last 30 days, including top three positives and negatives visible on the first screen without scrolling.

User-Friendly Interface for Data Visualization

Given the dashboard displays feedback trends, when a user hovers over a trend line, then detailed data points for that specific trend should pop up, providing clarity on the insights.

Automated Reporting of Feedback Trends

Given feedback is categorized and analyzed, when the data is processed, then an automated report summarizing key insights and trends should be generated, scheduled for delivery to HR every week.

Notifications for Urgent Feedback Responses

Given a new submission of feedback categorized as 'Negative', when feedback is received, then an automated notification should be sent to the HR team within 30 minutes to prompt immediate action.

Mobile Access to Feedback Dashboard

Given the feedback dashboard exists, when accessed via a mobile device, then the dashboard should load within three seconds and retain full functionality including all analytics features.

Feedback Submission Confirmation to Users

Given a new worker completes and submits their onboarding survey, when the survey is submitted, then a confirmation message must be displayed within ten seconds acknowledging receipt of the feedback.

Feedback Loop Notification System

"As an HR coordinator, I want to receive notifications when new feedback is submitted so that I can ensure we address any issues raised by new hires promptly."

Description

The Feedback Loop Notification System will notify relevant stakeholders whenever new feedback is submitted. This requirement should support custom notifications via email and in-app alerts, ensuring that HR personnel and team leaders receive updates promptly. Notifications will include summaries of feedback themes and urgency levels for immediate attention where necessary. This feature enhances organizational responsiveness by keeping teams informed and facilitating timely discussions about onboarding improvements.

Acceptance Criteria

New feedback is submitted by a worker after their onboarding process and triggers the notification system.

Given a new feedback submission is received, When the feedback is submitted, Then the HR personnel and team leaders should receive an email alert with a summary of the feedback, as well as an in-app notification within 5 minutes.

Feedback includes a range of urgency levels indicated by the worker.

Given a feedback submission contains an urgency rating, When the feedback is categorized, Then the notification to stakeholders should reflect the urgency level (High, Medium, Low) clearly in both email and in-app notifications.

Feedback is gathered from multiple new hires in a single day.

Given multiple feedback submissions are collected on the same day, When the feedback is processed, Then a daily summary email should be sent to HR and team leaders, consolidating all feedback themes and urgency levels from that day.

A team leader reviews feedback and requests additional context from HR.

Given a notification is sent regarding new feedback, When a team leader wishes to engage further, Then there should be an option within the notification to request additional context or schedule a follow-up discussion with HR.

A feedback submission is marked as requiring immediate action by the worker.

Given a feedback marked as 'High Urgency', When the feedback is processed, Then an immediate alert should be sent to HR personnel that highlights the urgent nature of the feedback for swift action.

Feedback notifications reach recipients during non-business hours.

Given a feedback submission occurs outside of business hours, When a notification is triggered, Then the system should store the notification and automatically send it to the recipients' emails first thing when business hours resume, without any data loss.

Users are able to update their notification preferences for receiving feedback alerts.

Given a user wants to change their notification preferences, When they access the settings in the application, Then they should be able to modify how they receive feedback notifications, selecting options for email alerts, in-app notifications, or both.

Feedback Integration with Onboarding Platform

"As a new employee, I want to provide feedback on my onboarding experience directly through my onboarding dashboard, so that I can share my thoughts easily without navigating away from the platform."

Description

This requirement focuses on integrating the feedback mechanism into the existing onboarding platform, allowing new hires to access surveys directly through their onboarding dashboard. The integration must ensure a seamless user experience without requiring multiple logins or platform switches. By embedding feedback forms within the onboarding process, organizations can increase participation rates and gain richer insights into the onboarding experience, fostering a culture of continuous improvement.

Acceptance Criteria

New hires access the onboarding platform for the first time after being hired.

Given a new hire logs into the onboarding platform, when they navigate to the dashboard, then they should see the feedback survey prominently displayed as a part of the onboarding tasks.

A new hire completes the onboarding process and is prompted to provide feedback.

Given that a new hire has completed all onboarding tasks, when they reach the feedback section, then they must be able to fill out and submit the feedback form without encountering any errors or bugs.

HR administrators review the feedback submitted by new hires.

Given that feedback has been collected from new hires, when an HR administrator accesses the feedback dashboard, then the administrator should see a summary of all feedback responses with options to filter and analyze data.

A new hire attempts to submit feedback but does not have access to the feedback form.

Given a new hire who is still in the onboarding process, when they try to access the feedback form, then they should receive a notification that they can only access the form after completing their onboarding tasks.

Analyzing feedback trends from new hires over a period of time.

Given multiple feedback submissions from new hires over a defined period, when the organization runs a report on feedback trends, then they should see comprehensive analytics showing participation rates and overall satisfaction scores.

A new hire updates their feedback after initial submission.

Given that a new hire has already submitted feedback, when they navigate back to the feedback form, then they should be able to update their initial responses and submit the updated feedback successfully.

Historical Data Comparison Feature

"As a data analyst, I want to compare current onboarding feedback with historical data so that I can evaluate the effectiveness of our onboarding changes over time."

Description

The Historical Data Comparison Feature enables organizations to analyze trends over time by comparing current onboarding feedback with past data. This feature should include tools to visualize changes and benchmark new data against historical averages, identifying whether modifications to the onboarding process are yielding positive results. This requirement is essential for organizations aiming for strategic improvements and understanding the long-term impacts of enhancements made to their onboarding processes.

Acceptance Criteria

As a human resources manager, I need to access a dashboard that visually compares the current onboarding feedback from new workers with the historical data to assess the effectiveness of changes made to the onboarding process over the past six months.

Given the historical onboarding feedback data is integrated into the platform, when I navigate to the Historical Data Comparison Feature, then I should see a dashboard displaying current feedback alongside relevant historical trends with visualization tools such as graphs and charts for easy interpretation.

As a HR analyst, I want to generate reports from the Historical Data Comparison Feature that highlight improvements in onboarding experiences over time based on feedback ratings and suggestions, allowing for data-driven decision making.

Given the current onboarding feedback collected over the past quarter, when I request a report on the Historical Data Comparison Feature, then I should receive a comprehensive PDF report that includes comparative metrics and a summary of significant changes against historical averages.

As an onboarding coordinator, I need the ability to filter historical onboarding data by specific demographics of new hires (e.g., job role, age, and experience) to identify trends and tailor the onboarding experience.

Given the historical data includes demographic information, when I apply filters to the Historical Data Comparison Feature, then I should see visual comparisons that reflect the feedback trends only for the selected demographic group.

As a construction project manager, I want to receive alerts when significant drops in onboarding satisfaction scores occur compared to historical averages, so I can take timely action to improve the process.

Given that I have set up alerts in the Historical Data Comparison Feature, when the current onboarding feedback shows a significant drop (e.g., 20% below historical average), then I should receive an automated notification through email and in-app messaging.

As a team leader, I need to benchmark my team's onboarding performance against industry standards using the Historical Data Comparison Feature, which uses external data sources for a broader perspective.

Given there are industry standard metrics available, when I access the Historical Data Comparison Feature, then I should be able to see my team's onboarding performance benchmarked against these industry averages using visualized comparative analysis.

As a new worker, I want to see feedback trends from previous employees so that I can understand the onboarding process's strengths and weaknesses before I join the company.

Given that the Historical Data Comparison Feature includes aggregated feedback, when I access the onboarding insights page, then I should be able to view anonymized historical feedback trends presented in an easily digestible format, such as bullet points or graphs.

Resource Allocation Matrix

The Resource Allocation Matrix helps HR teams and Site Managers identify and allocate mentors or buddies for new workers based on skill sets and experience levels. This feature enhances peer support during the onboarding phase, fostering connections and enabling smoother transitions into the team environment.

Requirements

Skill-Based Mentor Matching

"As an HR manager, I want to automatically match new workers with suitable mentors based on their skills and experience so that they can receive tailored support during their onboarding process."

Description

The Skill-Based Mentor Matching requirement enables the Resource Allocation Matrix to automatically pair new workers with experienced mentors or buddies based on specific skill sets and experience levels. This feature enhances the onboarding process by ensuring that each new hire receives the appropriate support tailored to their unique abilities and responsibilities. By streamlining mentor allocation, the functionality reduces the initial learning curve, fosters teamwork, and improves retention rates by creating a supportive environment conducive to knowledge sharing. The integration with existing workforce management tools will allow HR teams and Site Managers to easily manage and oversee mentorship assignments, ensuring alignment with project needs and compliance requirements.

Acceptance Criteria

Mentor allocation for a new hire with a background in plumbing seeking mentorship during their onboarding process.

Given a new worker with plumbing skills, when they enter the system, then the system should automatically pair them with a mentor who has significant experience in plumbing and has been available for mentorship.

Tracking the effectiveness of mentor pairings in improving the onboarding experience of new hires.

Given a new worker has completed their onboarding period, when evaluating their performance feedback, then at least 80% of feedback should indicate that they felt adequately supported by their assigned mentor.

Ensuring compliance with project needs and mentor availability when assigning mentors to new workers.

Given a project with specific skill requirements, when a new worker is matched with a mentor, then the mentor must have the required skills and be marked as available in the system for that project duration.

Facilitating reallocation of mentors based on changing project conditions or mentor availability.

Given a scenario where a mentor becomes unavailable during a project, when the system detects the change, then it must automatically find a suitable alternate mentor based on skill set and notify the new worker of the change.

Enabling HR teams to oversee and adjust mentor assignments efficiently.

Given an HR team member needs to review or modify mentor assignments, when they access the Resource Allocation Matrix, then they should see a clear overview of all current mentor-mentee pairings along with options to reassign mentors as necessary.

Providing insights into mentorship success rates to improve future allocations.

Given data exists on past mentor assignments, when the HR team analyzes mentorship pattern outcomes, then they should be able to produce a report illustrating the success rates of different mentor pairings based on performance metrics and retention rates.

Real-Time Mentorship Tracking

"As a Site Manager, I want to track mentorship interactions in real-time so that I can ensure that new employees are receiving the support they need and adjust resources accordingly."

Description

The Real-Time Mentorship Tracking requirement provides a dynamic dashboard that allows HR teams and Site Managers to monitor mentorship progress and interactions between new workers and their assigned mentors. This feature includes tracking metrics such as frequency of meetings, topics discussed, and feedback received, enabling real-time data insights into the onboarding effectiveness. The dashboard not only aids in ensuring accountability but also helps in identifying areas where additional support may be needed. The integration with project management features in Constructify will allow seamless updates to scheduling and resource planning based on mentorship outcomes.

Acceptance Criteria

Dashboard Display of Mentorship Tracking Metrics

Given the user has access to the Real-Time Mentorship Tracking dashboard, when they log in, then they can view a visually clear display of total mentorship sessions, frequency of meetings, topics discussed, and feedback ratings for each new worker over the past week, with data updating in real-time.

Mentorship Interaction Alerts

Given a mentor and a new worker have not interacted as scheduled, when the system's tracking detects a missed meeting or low engagement, then an automatic alert is sent to both the mentor and the site manager to ensure timely follow-up on mentorship progress.

Mentorship Completion Summary Report

Given the mentorship period is complete for a new worker, when the HR team accesses the Real-Time Mentorship Tracking system, then they can generate a summary report detailing the number of sessions held, topics covered, feedback received, and recommendations for further support, all in a downloadable format.

Integration with Project Management Tools

Given that the mentorship tracking data is available, when a site manager updates project scheduling based on mentorship outcomes, then the system automatically adjusts relevant resource allocation and notifies HR about any changes needed for mentorship assignments.

User-Friendly Interface for Mentors and Mentees

Given mentors and new workers are using the mentorship tracking tool, when they access the dashboard, then they can effortlessly navigate to view their sessions, feedback, and upcoming scheduled meetings, ensuring an intuitive user experience.

Real-Time Feedback Collection

Given a mentorship session has concluded, when the mentor or mentee submits feedback through the dashboard, then the feedback is immediately recorded and reflected in the metrics shown on the dashboard for that session, ensuring up-to-date information.

Compliance and Safety Tracking Integration

Given the ongoing mentorship sessions, when tracking metrics are recorded, then the system ensures that safety compliance checks are integrated into the mentorship tracking, providing alerts if any compliance issues arise during mentorship sessions.

Feedback Collection System

"As a mentor, I want to provide feedback on the mentorship program so that I can contribute to improving the onboarding process for future employees."

Description

The Feedback Collection System requirement facilitates the gathering of insights from both new workers and their mentors regarding the mentorship experience. This system will include surveys and rating mechanisms that can be easily accessed via the Constructify platform. The analysis of this feedback will allow HR and management to make informed decisions about enhancing mentorship programs, identifying training needs, and improving overall employee satisfaction. Furthermore, it will support ongoing compliance with industry standards by integrating feedback loops into the existing HR management framework, ensuring that the mentorship aligns with best practices in workforce onboarding.

Acceptance Criteria

Scenario: Mentor feedback is collected after the initial onboarding period for new workers.

Given a new worker has completed their first month of work, when they access the feedback collection system, then they should be able to submit feedback regarding their mentorship experience through a structured survey format.

Scenario: A site manager reviews the feedback collected from new workers.

Given that feedback has been collected from new workers, when the site manager accesses the feedback analysis dashboard, then they should be able to view aggregated feedback data and insights by mentor and skill set.

Scenario: Mentors receive notifications when feedback is submitted by their mentees.

Given that a new worker submits feedback regarding their mentorship, when this action is completed, then the respective mentor should receive an email notification with a summary of the feedback submitted.

Scenario: HR team analyzes feedback to identify training needs.

Given that a set period has elapsed for collecting feedback, when the HR team reviews the collected feedback, then they should be able to identify at least three training areas that require attention based on the feedback trends.

Scenario: Compliance reporting is generated based on feedback collection outcomes.

Given that feedback collection has concluded for a reporting period, when the compliance report is generated, then it should include key metrics on feedback response rates and actionable insights on mentorship practices.

Scenario: New workers rate their mentorship experience on a scale of 1 to 5.

Given that a new worker accesses the mentorship feedback form, when they complete the rating section, then they should have the option to select a rating between 1 (poor) and 5 (excellent) for their mentorship experience before submitting the form.

Scenario: Potential changes to the mentorship program are proposed based on feedback analysis.

Given that feedback analysis has been completed, when the management reviews the findings, then they should be able to propose at least two changes to the mentorship program that address specific concerns raised in the feedback.

Onboarding Resource Library

"As a new employee, I want access to an onboarding resource library so that I can better understand my role and expectations during the transition period."

Description

The Onboarding Resource Library requirement establishes a centralized repository of training materials, guidelines, and best practices for both mentors and new hires. This resource library will contain documents, videos, and examples of successful mentorship practices to aid in the onboarding process. It ensures that both mentors and new employees have access to the information needed to maximize their interactions and create a more effective training environment. Integrating this feature into the Constructify platform will enable easy updating and sharing of resources, and allow the team to keep content relevant and useful.

Acceptance Criteria

Accessing the Onboarding Resource Library as a new hire to find training materials.

Given a new hire has successfully logged into the Constructify platform, When they navigate to the Onboarding Resource Library, Then they should be able to view a list of available training materials categorized by topics such as safety, processes, and equipment usage.

Mentors accessing the Onboarding Resource Library to prepare for their mentoring sessions.

Given a mentor is logged into the Constructify platform, When they access the Onboarding Resource Library, Then they should be able to download training materials and guidelines tailored to the specific needs of their mentees.

Updating content in the Onboarding Resource Library to ensure it remains relevant and effective.

Given an administrator wants to update the resources in the Onboarding Resource Library, When they upload new content or modify existing materials, Then the updated resources should be reflected in the Onboarding Resource Library within 24 hours.

New hires utilizing the Onboarding Resource Library to complete their onboarding tasks.

Given a new hire is reviewing materials in the Onboarding Resource Library, When they complete a training module, Then they should receive a confirmation notification and track their progress within their profile.

Mentors providing feedback on the usefulness of the Onboarding Resource Library materials.

Given a mentor has completed mentoring sessions utilizing the resources from the Onboarding Resource Library, When they submit feedback on the materials, Then their feedback should be recorded and available for administrators to review for future updates.

New hires searching for specific training videos within the Onboarding Resource Library.

Given a new hire accesses the Onboarding Resource Library, When they use the search functionality to find specific training videos, Then the system should return relevant results within 3 seconds.

Mentorship Program Reporting

"As an HR analyst, I want to generate reports on the mentorship program’s effectiveness so that I can present data-driven insights to management to improve future onboarding strategies."

Description

The Mentorship Program Reporting requirement will provide comprehensive reporting tools to evaluate the effectiveness of the mentorship program on workforce integration and performance. These reports will analyze success metrics, such as retention rates, onboarding times, and satisfaction levels, allowing HR teams and management to gauge the impact of mentorship on employee productivity and engagement. The ability to generate customized reports within the Constructify platform will facilitate data-driven decisions to enhance future onboarding initiatives, ensuring they align with company goals and culture.

Acceptance Criteria

Mentorship Program Short-term Impact Analysis Report Generation

Given an HR team member selects the 'Short-term Impact Analysis' report option, when they specify the date range and select the relevant mentorship program, then the system generates a report displaying onboarding times and early retention rates of new hires mentored during that period.

Mentorship Program Satisfaction Survey Report

Given a mentorship program has completed its cycle, when the HR team requests the 'Mentorship Satisfaction Survey' report, then the system retrieves and displays the average satisfaction ratings provided by participants regarding their mentoring experience.

Customized Report Generation for Different Departments

Given a site manager wants to analyze mentorship effectiveness, when they choose the 'Customized Report' option, select their department and desired metrics, and click 'Generate', then the system produces a report tailored to that department's mentorship outcomes and integration success.

Retention Rate Analysis for Mentorship Programs

Given the HR team seeks to evaluate the longer-term effectiveness of mentorship programs, when they access the internal reporting tool and select the 'Retention Rates Analysis' option, then the system generates a report comparing retention rates of mentored versus non-mentored staff over the last year.

Performance Metrics Evaluation Post-Mentorship

Given a manager wants to assess the work performance of newly hired employees, when they request the 'Post-Mentorship Performance Metrics' report within the Constructify platform, then the system displays key performance indicators for employees who were part of the mentorship program versus their peers who were not.

Trend Analysis of Employee Engagement Over Time

Given HR wishes to monitor the impact of mentorship on employee engagement, when they generate the 'Engagement Trend Analysis' report from the last two years, then the system presents a visual graph showing engagement metrics in relation to mentorship program participation.

Compliance Reporting for Mentorship Programs

Given a regulatory compliance check is due, when the HR team accesses the 'Compliance Reporting Dashboard' for mentorship programs, then the system compiles and displays all relevant compliance metrics related to mentorship activities and participant demographics.

Progress Tracking Dashboard

Progress Tracking Dashboard offers real-time insights into each new worker's onboarding progress. Site Managers and HR personnel can view completed trainings, pending tasks, and compliance milestones, allowing them to provide timely support, adjust onboarding strategies, and ensure that workers are fully prepared to contribute effectively.

Requirements

User Onboarding Tracking

"As a Site Manager, I want to track the onboarding progress of new workers in real-time so that I can ensure they complete their training and compliance requirements on time, allowing them to start contributing to the project quickly."

Description

The User Onboarding Tracking requirement enables Site Managers and HR personnel to monitor the onboarding progress of each new worker in real-time. This functionality is critical for ensuring that all training modules, compliance checks, and other necessary steps are completed efficiently. The system should display a dynamic dashboard showcasing each worker's progress, identifying completed trainings and pending tasks, along with deadlines for compliance milestones. By implementing this requirement, the product enhances worker readiness and supports managers in making informed decisions to optimize onboarding processes, ultimately reducing delays and improving project readiness.

Acceptance Criteria

Site Manager reviews the onboarding progress of a new worker at the end of the first week to ensure all compliance trainings are on track.

Given the Site Manager is logged in to the Progress Tracking Dashboard, when they select the new worker's profile, then they should see a visual representation of the worker's completed trainings and any pending tasks with corresponding compliance deadlines clearly marked.

HR personnel needs to send reminders to new workers who have not completed their required trainings before the deadline.

Given an HR personnel accesses the dashboard, when they filter for workers who have pending trainings, then the system should display a list of these workers with each pending task and personalized reminder options.

Site Manager accesses the dashboard to analyze the overall onboarding progress of all workers on a construction site.

Given the Site Manager is on the Progress Tracking Dashboard, when they view the summary metrics, then they should see the overall percentage of completed trainings across all onboarding workers and identify any compliance milestones that are overdue.

A new worker completes their required training modules and checks their progress on the dashboard.

Given a new worker has completed their training, when they log into their profile on the Progress Tracking Dashboard, then they should see all their completed trainings marked as finished and receive a confirmation message indicating they are compliant with upcoming deadlines.

Site Manager adjusts the onboarding strategy based on insights from the dashboard prior to the next project phase.

Given the Site Manager assesses the onboarding dashboard, when they identify common trends in pending trainings or compliance issues, then they should have the ability to export a report with all relevant data to adjust onboarding strategies accordingly.

The system tracks and displays onboarding progress automatically as workers complete trainings.

Given a worker completes a training module, when the completion is registered in the system, then the Progress Tracking Dashboard should automatically update the worker's profile to reflect this new status in real-time without requiring manual input.

Compliance Milestones Alerts

"As an HR personnel, I want to receive alerts for compliance milestones so that I can proactively follow up with new workers and ensure they meet all necessary training requirements before they start work."

Description

The Compliance Milestones Alerts requirement involves developing a notification system that alerts Site Managers and HR personnel when a worker approaches or misses a compliance deadline. This feature ensures active management of onboarding processes by providing timely reminders and updates on compliance status. It should integrate seamlessly with the Progress Tracking Dashboard, allowing users to view alerts directly alongside the onboarding progress indicators. By addressing this requirement, the platform enhances oversight of critical compliance tasks, helping avoid potential penalties and ensuring workers are adequately prepared before site entry.

Acceptance Criteria

Site Manager receives a notification for a worker who is approaching a compliance milestone deadline.

Given that a worker is within 48 hours of a compliance deadline, when the dashboard is refreshed, then the Site Manager should receive a notification highlighting the approaching deadline.

HR personnel views the compliance status of workers through the Progress Tracking Dashboard.

Given that HR personnel is logged into the Progress Tracking Dashboard, when they view the compliance section, then they should see an overview of all workers with their respective compliance milestones and statuses (completed, pending, missed).

System alerts are sent when a worker misses a compliance deadline.

Given that a worker has missed a compliance deadline, when the system processes compliance data, then an alert should be sent to both the Site Manager and HR personnel immediately indicating the missed deadline along with necessary actions required.

The compliance alerts should be integrated into the existing Progress Tracking Dashboard.

Given that the compliance milestones alerts feature is developed, when a user accesses the Progress Tracking Dashboard, then the alerts should be displayed alongside the onboarding progress indicators without any functionality or UI issues.

Site Managers need to acknowledge compliance alerts.

Given that a notification is received about compliance milestones, when the Site Manager views the alert, then they should have the option to acknowledge the alert and record any comments related to action taken.

Workers receive notifications on their compliance status to ensure they are aware of pending tasks.

Given that a worker has pending compliance tasks, when the notification system runs daily, then each worker should receive a reminder of tasks that are due within the next 3 days via the mobile app or email.

HR personnel reviews the performance of timely compliance alerts over a month.

Given that the compliance milestones alerts have been operational for a month, when the HR personnel checks the compliance alert history, then they should see a report indicating a 90% or above alert success rate in notifying relevant personnel on time.

Training Resource Integration

"As a new worker, I want to access my training resources directly from the onboarding dashboard so that I can efficiently complete my training requirements without needing to navigate external tools."

Description

The Training Resource Integration requirement mandates the incorporation of various training resources directly into the onboarding platform, allowing workers to access essential training materials and sessions from within the Progress Tracking Dashboard. This feature will enhance user experience, enabling new hires to engage with training modules easily and track their progress simultaneously. Integration with existing training platforms or content management systems is crucial to provide a comprehensive suite of resources. Implementing this requirement will streamline the training process, improve completion rates, and ultimately ensure that workers are fully equipped for their roles before they begin work.

Acceptance Criteria

Accessing Training Materials Through Progress Tracking Dashboard

Given a newly hired worker is logged into the Progress Tracking Dashboard, when they navigate to the training section, then they should see a list of available training materials and sessions for their role.

Tracking Training Completion Status

Given a Site Manager is viewing the onboarding progress for a newly hired worker, when they expand the training section, then they should be able to see a visual representation of completed trainings, pending tasks, and compliance milestones for that worker.

Integration with Existing Training Platforms

Given the Training Resource Integration is set up, when a user accesses the training materials from the Progress Tracking Dashboard, then the system should fetch and display training content from the integrated training platforms or content management systems without any errors.

User Notifications for Pending Training Tasks

Given a newly hired worker has pending training tasks, when they log into the Progress Tracking Dashboard, then they should receive notifications or reminders about the tasks that need to be completed before their start date.

Feedback Mechanism for Training Resources

Given a newly hired worker completes a training session, when they submit feedback on the training resource, then the feedback should be recorded and accessible to HR personnel for review.

Compliance Reporting from Training Integration

Given HR personnel requires compliance reports, when they generate a report through the Progress Tracking Dashboard, then the report should accurately reflect the training completion status of all workers, including any overdue tasks.

Reporting and Analytics Features

"As a Site Manager, I want to generate reports on my team's onboarding progress so that I can analyze data and improve our training and compliance strategies for better workforce readiness."

Description

The Reporting and Analytics Features requirement involves the development of robust analytics tools that allow the extraction of onboarding progress data and compliance metrics. These functionalities would empower Site Managers and HR personnel to generate customizable reports on worker readiness, compliance status, and training completion rates. The insights gained from these reports can inform management decisions, improve onboarding strategies, and facilitate better resource allocation. This requirement is vital for understanding workforce readiness on a project-by-project basis and ensuring that onboarding processes contribute effectively to overall productivity.

Acceptance Criteria

Site Managers are generating a report to assess the onboarding progress of newly hired workers at a construction site after two weeks of their start date to ensure compliance and training milestones are met.

Given a Site Manager is logged into the Progress Tracking Dashboard, when they request a report on onboarding status for workers who have been on-site for two weeks, then the system should display a customizable report showing completed trainings, pending tasks, and compliance milestones for each worker.

HR personnel needs to review compliance metrics for a specific project in order to adjust training programs and ensure that all workers are adequately prepared.

Given HR personnel selects a specific project from the Reporting and Analytics Features, when they generate a compliance metrics report, then the system must provide an overview of the compliance status for all workers associated with that project, including a percentage score for training completion.

A Site Manager wants to compare training completion rates between two different projects to identify potential issues in onboarding strategies.

Given a Site Manager is on the Reporting and Analytics Features page, when they choose to compare training completion rates for two selected projects, then the system should generate a side-by-side comparison report displaying the training completion percentage for each project and highlight differences and trends.

HR personnel plans a meeting to discuss onboarding efficiency based on data from the Progress Tracking Dashboard and needs to extract relevant reports beforehand.

Given HR personnel is preparing for an upcoming meeting, when they navigate to the dashboard and request an onboarding efficiency report, then the system must generate a report that includes metrics such as average onboarding time, training completion rates, and compliance status across all new hires within the last month.

A Site Manager wants to filter the onboarding report to show only workers who have not completed mandatory trainings before a specific deadline.

Given the Site Manager is viewing the onboarding progress report, when they apply a filter for workers who have not completed mandatory trainings by the specified deadline, then the report should update to display only those workers and their respective pending tasks.

HR personnel needs to ensure that the training completion data adheres to audit requirements and gathers historical data for compliance purposes.

Given HR personnel requests the historical training completion data, when they generate the report, then the system must provide a comprehensive report that includes training data for all workers over the past year, ensuring it meets all audit requirements.

Risk Radar

Risk Radar empowers users to proactively identify potential hazards before they escalate into incidents. By using machine learning algorithms to analyze past incidents and environmental conditions, this feature provides real-time alerts to workers and managers about areas that may require attention. By fostering a culture of safety foresight, Risk Radar reduces the likelihood of accidents and enhances overall site safety.

Requirements

Real-time Hazard Identification

"As a construction site manager, I want to receive real-time alerts about potential hazards so that I can mitigate risks and ensure the safety of my workers."

Description

This requirement involves the implementation of a real-time hazard identification system that leverages machine learning algorithms to continuously analyze site data, historical incident reports, and environmental conditions. The system will provide proactive alerts to workers and managers regarding potential hazards, thereby enhancing safety measures and reducing the risks of accidents. Integration with existing tracking and reporting tools within the Constructify platform will ensure seamless user experience and timely information dissemination. The benefit of this requirement is significantly improved site safety through early identification of potential threats, resulting in a safer working environment and compliance with safety regulations.

Acceptance Criteria

Real-time notification of environmental hazards for site workers and managers.

Given that the hazard identification system is active, when a potential hazard is detected, then a real-time alert should be sent to all relevant workers and managers via the Constructify platform.

Analysis of historical incidents to improve hazard detection accuracy.

Given a set of historical incident reports, when the system analyzes these reports using machine learning, then it should improve hazard detection accuracy by at least 15% compared to previous detection methods.

Integration of the hazard identification alerts with existing tracking tools within Constructify.

Given that the real-time hazard identification system is operational, when an alert is triggered, then the alert should seamlessly integrate and update existing tracking tools without delay.

User accessibility to hazard alerts through mobile devices.

Given that a worker is logged into the Constructify mobile application, when a real-time hazard alert is issued, then the worker should receive the alert within 5 seconds on their device.

Feedback mechanism to assess the effectiveness of hazard alerts.

Given that a hazard alert was sent, when workers and managers provide feedback on the alert's relevance, then the system should record this feedback and use it to improve future alert accuracy and relevance by 20% over the next quarter.

Compliance with safety regulations and reporting standards.

Given the implementation of the real-time hazard identification system, when a safety audit occurs, then the system must demonstrate compliance by evidencing at least 95% of identified hazards were reported accurately and timely in the last month.

Training for users on how to respond to hazard alerts.

Given that new workers are on site, when training is conducted, then at least 90% of participants should report feeling equipped to respond appropriately to hazard alerts as a result of the training.

Automated Risk Assessment Reports

"As a safety officer, I want automated risk assessment reports so that I can quickly analyze site risks and implement necessary safety measures."

Description

The requirement entails developing a feature for automated risk assessment reporting based on data collected from the real-time hazard identification system. This feature will generate comprehensive reports that analyze and summarize risk factors present on the construction site. It will include historical trends of incidents, current risk levels, and actionable insights for risk mitigation. This report feature is critical for compliance with safety regulations and will provide construction firms with the insights necessary to make informed decisions for risk management. The implementation will ensure that construction firms maintain a high standard of safety on their sites and can demonstrate their commitment to adhering to safety regulations.

Acceptance Criteria

Automated Risk Assessment Report Generation for Daily Review Meetings

Given a construction site with real-time hazard data and past incident logs, when a user requests an automated risk assessment report, then the system should generate a report within 5 minutes that includes a summary of current risk levels, historical trends, and action items.

Automated Risk Assessment Report Integration with Compliance Dashboards

Given that the automated risk assessment report has been generated, when the user accesses the compliance dashboard, then the report should be available for viewing, and all relevant data should be synced without discrepancies.

User Alerts for High-Risk Conditions in Automated Reports

Given that the automated risk assessment report highlights zones classified as high-risk, when a user reviews the report, then alerts should be triggered to notify relevant stakeholders about these high-risk areas.

Historical Data Analysis in Risk Assessment Reports

Given that the system has historical incident data, when a user generates the risk assessment report, then it should show at least the last three months of incident trends compared to the current risk assessment.

Customization Options for Risk Assessment Reports

Given the need for tailored reporting, when a user accesses the report settings, then they should be able to select specific data fields, report formats, and time ranges for the generated automated risk assessment report.

Automated Distribution of Risk Assessment Reports

Given that an automated risk assessment report has been generated, when the report is completed, then it should automatically be emailed to designated users and be downloadable from the platform with a timestamp.

Feedback Loop for Report Improvement

Given that users can provide feedback on automated risk assessment reports, when a user submits feedback, then it should be logged in the system for further review and improvement of the report generation process.

User Training and Awareness Module

"As a construction worker, I want to access training materials on how to use the Risk Radar feature so that I can better understand potential hazards and respond appropriately."

Description

This requirement focuses on creating a training module that educates users on how to effectively utilize the Risk Radar feature and understand the implications of identified hazards. The training will cover the importance of hazard awareness, how to respond to alerts, and best practices for minimizing risks on construction sites. The module will be designed for accessibility, ensuring that all users, regardless of their technical proficiency, can engage with the training material. By implementing this requirement, Constructify will empower users with the knowledge and skills necessary to leverage the Risk Radar feature fully, ultimately enhancing site safety through informed actions.

Acceptance Criteria

User Training on Navigating the Risk Radar Interface.

Given a user is logged into the Constructify platform, when they access the User Training and Awareness Module, then they should be able to successfully navigate through all sections of the Risk Radar interface within the module without assistance.

Understanding Hazard Alerts.

Given a user has completed the User Training and Awareness Module, when they receive a hazard alert via the Risk Radar feature, then they should accurately identify the significance of the alert and demonstrate the correct response protocol as per the training material.

Assessing User Retention of Safety Protocols.

Given that the training module includes a quiz at the end, when a user completes the training, then they should score at least 80% on the quiz that tests their knowledge of hazard identification and response procedures taught in the module.

Accessibility of Training Material Across Devices.

Given the User Training and Awareness Module is designed for accessibility, when a user accesses the module on different devices (desktop, tablet, and mobile), then the training materials should be fully functional and display correctly on all devices without any loss of content or usability.

Feedback Mechanism for Training Module.

Given that the User Training and Awareness Module is live, when users complete the training and provide feedback, then at least 85% of the feedback collected should indicate that users feel confident in using the Risk Radar feature effectively as a result of the training.

Integration of Training Module with User Profiles.

Given a user completes the User Training and Awareness Module, when they return to their profile on Constructify, then their training completion should be automatically recorded and reflected in their user profile for future reference by managers.

Real-time Updates on Hazard Conditions Post-Training.

Given that a user has completed the training module, when they are logged into the platform and an environmental condition alert is triggered by the Risk Radar feature, then the user should receive prompt notifications and have the knowledge to act as per the training responses relevant to that alert.

Incident Tracking and Analytics Dashboard

"As a project manager, I want an incident tracking and analytics dashboard so that I can monitor trends and improve our safety protocols based on past incidents."

Description

This requirement involves the development of an analytics dashboard specifically for tracking incidents related to identified hazards. The dashboard will allow users to visualize data on past incidents, correlate incidents with identified hazards, and analyze trends over time. Features will include graphical representations of incidents, filtering options for specific time frames, and risk factor correlations. This dashboard will provide critical insights that can guide future hazard identification and preventive measures. The implementation of this requirement will enable construction managers to make data-driven decisions, improving overall site safety management.

Acceptance Criteria

Incident Data Visualization and Reporting

Given I am a construction manager, when I access the Incident Tracking and Analytics Dashboard, then I should see graphical representations of incidents over the past year, along with filtering options for specific time frames.

Correlation Analysis of Incidents and Hazards

Given I have selected a specific hazard, when I view the Incident Tracking and Analytics Dashboard, then I should be able to see all incidents correlated with that hazard, along with their details such as date, time, and category.

User-Friendly Interface and Navigation

Given I am a user of the dashboard, when I navigate through the Incident Tracking and Analytics Dashboard, then it should be intuitive and allow me to access different sections (such as incidents, hazards, trends) within three clicks.

Trends Analysis Over Time

Given I am analyzing workplace safety, when I check the Incident Tracking and Analytics Dashboard, then I should have the option to view trends in incidents over selected periods (monthly, quarterly, annually) with clear visual indicators.

Real-Time Updates and Alerts

Given that a new incident occurs, when I refresh the Incident Tracking and Analytics Dashboard, then I should see the new incident reflected in real-time along with any relevant alerts regarding increased risk factors.

Access Control and Permissions Management

Given I am an administrator, when I configure user roles for the Incident Tracking and Analytics Dashboard, then I should be able to set permissions that restrict or grant access to data based on user roles such as manager, supervisor, or worker.

Exporting Data for External Use

Given I want to share incident reports, when I use the export functionality of the Incident Tracking and Analytics Dashboard, then I should be able to download data in multiple formats (CSV, PDF) with all relevant incident data included.

Integration with Safety Compliance Systems

"As a compliance officer, I want Risk Radar data to integrate with our existing safety compliance systems so that I can efficiently manage regulatory requirements and reporting."

Description

This requirement focuses on creating integration capabilities with existing safety compliance systems to auto-sync data related to hazard alerts and incident reports. By ensuring that risk data flows seamlessly into compliance management systems, the integration will facilitate timely reporting and adherence to safety standards required by regulatory bodies. This streamlining will reduce manual entry work and enhance accuracy in reporting. It will also provide a holistic view of safety compliance across multiple projects, thus benefiting both project managers and safety regulators by ensuring high standards of compliance and transparent communication.

Acceptance Criteria

Integration of Risk Radar with existing safety compliance systems during a project evaluation meeting to optimize hazard and incident reporting.

Given the integration is established, when a hazard alert is generated in Risk Radar, then the alert data should automatically sync to the designated safety compliance management system within 5 minutes.

Real-time alerts being sent to site managers when a significant hazard is detected in the Risk Radar system.

Given a high-risk condition is identified by Risk Radar, when the alert is triggered, then an immediate notification should be sent to all relevant site managers via the app and email.

Regular audits of safety compliance systems to ensure data sync accuracy between Risk Radar and compliance software.

Given that data sync has occurred, when an audit is performed, then at least 95% of hazard alerts and incident reports in Risk Radar must match the data in the compliance management system.

Onboarding new construction teams to utilize the integrated safety compliance features in Risk Radar efficiently.

Given new users are trained on the Risk Radar system, when they log into the system for the first time, then they should complete a guided onboarding process that covers at least 3 key integration features.

Evaluation of user feedback after the first month of integration to assess its functionality and effectiveness.

Given that users have been utilizing the feature for a month, when feedback is gathered, then at least 80% of users should report satisfaction with the data syncing process and real-time alerts.

Training sessions for safety managers on how to use the integrated system effectively for reporting and compliance tracking.

Given that training sessions are scheduled, when a training session is conducted, then all participants should demonstrate understanding by scoring at least 80% on a post-training assessment.

Creating detailed reports from the integrated system for regulatory compliance submissions.

Given that data from Risk Radar has synced with compliance management systems, when a compliance report is generated, then it must include all relevant hazard alerts and incidents from the last quarter, ensuring completeness and accuracy.

Incident Insights

Incident Insights delivers in-depth analysis of reported safety incidents by categorizing them based on severity, location, and frequency. This feature provides actionable insights, allowing safety officers and managers to pinpoint critical issues, develop targeted training, and implement preventive measures. By understanding incident trends, teams can make informed decisions that ultimately lead to a safer working environment.

Requirements

Incident Severity Dashboard

"As a safety officer, I want to view a dashboard that highlights the severity of incidents so that I can prioritize my response and allocate resources effectively."

Description

The Incident Severity Dashboard provides a visual representation of safety incidents categorized by severity. This requirement includes features like color-coded alerts, graphical charts, and easy-to-understand statistics, helping safety officers prioritize their focus on the most critical incidents. By centralizing this information, the dashboard enhances situational awareness, enabling better resource allocation for safety interventions and contributing to overall site safety management.

Acceptance Criteria

Safety officer reviews the Incident Severity Dashboard during a weekly safety meeting to assess incidents from the past week.

Given that the safety officer has access to the Incident Severity Dashboard, when they navigate to the dashboard within the application, then they should see a color-coded representation of incidents categorized by severity.

A safety manager wants to filter the incidents on the dashboard by specific categories such as location and severity level before presenting to the senior management.

Given that the safety manager is on the Incident Severity Dashboard, when they apply filters for location and severity, then the dashboard should update to reflect only the incidents that meet those criteria.

A user wants to export the data visualized in the Incident Severity Dashboard for reporting purposes after a safety incident review.

Given that the user is viewing the Incident Severity Dashboard, when they click on the export button, then the system should generate a CSV file containing all the displayed incident data with appropriate headers.

A safety officer receives an alert from the Incident Severity Dashboard indicating a high incidence of near-miss incidents in a specific zone.

Given the dashboard displays alerts for severe incidents, when the number of reported near-miss incidents exceeds a threshold, then a notification should appear on the dashboard to prompt immediate investigation.

During a daily safety brief, the construction site team reviews incident trends from the dashboard to evaluate safety performance month over month.

Given that the dashboard provides historical data, when a user selects a date range for the past month, then the graphical charts should accurately represent the frequency and severity of incidents within that selected period.

Geolocation Incident Mapping

"As a construction manager, I want to see where incidents are happening on a map so that I can target safety improvements in specific locations."

Description

Geolocation Incident Mapping integrates GPS technology to visualize the locations of reported safety incidents on a map. This requirement allows users to identify hotspots of incidents, analyze patterns based on location, and assess environmental factors that may contribute to incidents. With this feature, construction managers can implement targeted interventions in high-risk areas, enhancing site safety and compliance with health and safety regulations.

Acceptance Criteria

Geolocation Incident Mapping for Safety Incident Reporting

Given a safety incident has been reported, when the incident is logged into the system, then the GPS coordinates of the incident location should be captured and displayed on the incident map accurately.

Identifying Hotspots Using Geolocation Incident Mapping

Given multiple incidents have been reported in a specific area, when viewing the incident map, then hotspots should be visually highlighted on the map where incidents exceed a predefined threshold of frequency.

Filtering Incidents by Location and Severity

Given the incident map is available, when a user selects specific filters for location and incident severity levels, then the map should dynamically update to show only those incidents that meet the selected criteria.

Exporting Geolocation Data for Analysis

Given incidents are displayed on the map, when the user chooses to export the incident data, then the system should generate a downloadable report including all relevant incident details along with geolocation data in CSV format.

Integration with Incident Insights Dashboard

Given incidents are mapped with geolocation, when the user accesses the Incident Insights dashboard, then the dashboard should reflect the geographic distribution of incidents and allow users to drill down into specific areas for more detailed analysis.

Real-time Updates for Incident Mapping

Given a new safety incident is reported, when the incident is logged in the system, then the map should update in real-time to reflect the new incident location without requiring a page refresh.

User Accessibility and Permissions for Mapping Feature

Given that the geolocation incident mapping feature is available, when a user logs into the system, then they should only access the mapping feature if their user role has been granted the necessary permissions to view and manage incident data.

Automated Incident Reporting

"As a worker on-site, I want to quickly report any safety incidents using my mobile device so that I can ensure they are addressed promptly without delays."

Description

Automated Incident Reporting streamlines the process of reporting incidents through mobile devices, enabling workers to submit reports directly from the job site. This requirement includes easy-to-use forms and the ability to attach images and videos for better context. By simplifying reporting, this feature encourages a culture of safety and expedites the response process, leading to faster resolution of issues and improved site safety tracking.

Acceptance Criteria

User submits an incident report directly from the construction site using a mobile device.

Given the user is on the job site, when they fill out the incident reporting form with required fields and submit it, then the report should be successfully saved and a confirmation message should be displayed.

User attaches images and videos while submitting an incident report.

Given the user is submitting an incident report, when they attach images and videos to the report, then the attachments should be uploaded successfully and displayed as part of the incident report summary.

User views previously submitted incident reports from the mobile app.

Given the user is on the mobile app, when they navigate to 'My Reports', then they should see a list of all their submitted incident reports with timestamps and statuses.

System sends real-time alerts to safety officers upon submission of a critical incident report.

Given a user submits a report with a severity marked as critical, when the report is submitted, then the safety officer should receive an immediate notification via email and the app.

Incident reports can be categorized by type and frequency for analysis.

Given multiple incident reports have been submitted, when the safety officer accesses the incident insights dashboard, then they should see categorized reports by type and the frequency of incidents in their respective categories.

User receives feedback after submitting an incident report that requires follow-up.

Given the user submitted an incident report that requires follow-up, when the safety officer reviews it and adds comments, then the user should receive an alert with the feedback within 24 hours.

Trend Analysis and Reporting

"As a safety manager, I want to analyze trends in incident data so that I can implement training and preventive measures that address the most common safety issues."

Description

Trend Analysis and Reporting provides a comprehensive analysis of incident data over time, allowing safety teams to identify recurring issues and patterns. This requirement includes tools for generating reports and charts that highlight trends in safety incidents, enabling data-driven decision-making for developing targeted training programs and preventive measures. The insights gained from this feature will aid in continuous improvement of safety protocols and reduce incident recurrence.

Acceptance Criteria

Trend Analysis with Incident Data Over a Quarterly Review Period

Given that the safety team selects a quarterly review period, when they generate a trend report, then the report should display incident frequencies categorized by severity and location over that period, with a minimum of 90% accuracy in incident data representation.

Custom Report Generation for Specific Incident Categories

Given that a safety officer wants to analyze incidents related to equipment failure, when they filter the report by incident category, then only incidents categorized as equipment-related should be displayed, and related charts should be generated accurately.

Real-time Updating of Incident Trends as New Data is Reported

Given that new incident reports are submitted into the system, when the safety team accesses the trend analysis report, then the report should reflect the latest data, showing updated trends within a maximum of 5 minutes from data entry.

User Access Control for Sensitive Incident Data Reports

Given that a user attempts to access the trend analysis reports, when they do not have the necessary permissions, then the system should prevent access and display a message indicating insufficient permissions.

Visualization of Incident Trends through Graphical Representation

Given that the safety team views the trend report, when they select the option to visualize data, then the system should provide interactive graphs and charts representing incident data trends over the selected period that users can manipulate for detailed insights.

Exporting Trend Reports for External Review

Given that the safety team completes the trend analysis report, when they choose to export the report, then the system should allow the report to be exported in multiple formats (PDF, Excel, CSV) and ensure that the export maintains data integrity with no loss of information.

Scheduling Regular Update Meetings Based on Trend Insights

Given that trend analysis reveals a significant rise in incidents, when the safety officer schedules a meeting, then the system should trigger reminders for all stakeholders and provide a summary of incident trends for discussion in the meeting agenda.

Customized Alerts and Notifications

"As a safety officer, I want to set up alerts for specific types or severities of incidents so that I can respond swiftly when necessary."

Description

Customized Alerts and Notifications allow users to define specific criteria for alerts regarding safety incidents. This requirement includes configurable settings for immediate notifications based on incident type, severity, or location, enabling proactive responses. By receiving timely alerts, safety officers can act quickly to mitigate risks, ensuring the safety and well-being of the workforce.

Acceptance Criteria

As a safety officer, I want to receive immediate notifications for high-severity incidents so that I can respond quickly to mitigate risks.

Given that a high-severity incident is reported, when the incident is logged into the system, then a notification is sent to the designated safety officer within 5 minutes of reporting.

As a project manager, I want to configure alerts based on incident location to ensure our team is aware of issues in specific areas of the site.

Given that incidents occur in specific locations, when the settings for location-based alerts are configured, then notifications must be triggered for all incidents in those designated areas and must include the exact location details.

As a safety manager, I want to set up alerts for repeated incident types so that I can track and address recurring issues effectively.

Given that multiple incidents of the same type occur, when the frequency threshold defined in the system is exceeded, then a summary alert is generated and sent to relevant stakeholders within 15 minutes of the incident being recorded.

As an operations director, I want to ensure all team members receive notifications for critical incidents in real-time, regardless of their location.

Given that a critical incident occurs, when the incident is reported, then all team members with mobile access must receive a real-time push notification within 2 minutes, regardless of their location on the site.

As a safety analyst, I want to review the history of alerts generated based on customizable settings to analyze the effectiveness of our incident management.

Given that customized alert settings have been implemented, when I access the alerts history report, then I can view a comprehensive list of alerts generated over the past 30 days, categorized by incident type and severity level.

As a field supervisor, I want to customize alert settings so I only receive notifications relevant to my team's focus areas.

Given that the field supervisor is setting up alert preferences, when the supervisor selects the specific criteria and saves the settings, then only alerts matching those criteria should be generated going forward for their designated responsibilities.

As a workplace safety officer, I want to test the alert notification system to ensure it functions properly under different scenarios.

Given that I conduct a test by simulating various incident reports, when each test scenario is executed, then the correct alerts should be received by the appropriate individuals within the predefined timeframes specified in the alert configuration settings.

Compliance Reporting Toolkit

"As a compliance officer, I want a toolkit that helps me generate required safety reports for regulatory purposes so that I can ensure our organization meets all mandatory requirements."

Description

The Compliance Reporting Toolkit equips safety teams with tools to generate reports necessary for regulatory compliance. This requirement includes features for compiling and formatting data according to industry standards, making it easier for managers to submit documentation to regulatory bodies. By simplifying compliance reporting, this feature reduces administrative burdens and ensures that safety teams remain compliant with local and national regulations.

Acceptance Criteria

Generating Compliance Reports for Regulatory Submission

Given the safety team has accessed the Compliance Reporting Toolkit, when they input relevant safety incident data and select a report format, then the system generates a formatted report that adheres to industry standards and includes all required data points for regulatory compliance.

Exporting Compliance Reports to PDF

Given the safety team has created a compliance report using the toolkit, when they choose the export option, then the system exports the report as a PDF file that maintains the formatting and data integrity found in the application.

Reviewing Compliance Reports for Accuracy

Given the safety manager has received the generated compliance report, when they review the report, then all data entries must match the original input data and comply with local and national regulatory requirements without discrepancies.

Submitting Compliance Reports to Regulatory Bodies

Given the safety team has finalized the compliance report, when they send the report electronically via the toolkit, then the system confirms successful submission and provides a confirmation receipt to the user.

Customizing Report Templates for Different Regulations

Given the safety team needs to adapt the compliance report for a specific regulatory body, when they use the customization feature in the toolkit, then the system allows adjustments to the report layout and required data fields according to the selected regulations.

Tracking Historical Compliance Report Data

Given that compliance reports are generated over time, when the safety team accesses the historical reports section, then they can view and filter past compliance reports based on date range, incident type, and regulatory body.

Safety Compliance Tracker

Safety Compliance Tracker helps construction companies ensure adherence to safety regulations by monitoring training, certifications, and compliance statuses in real-time. This feature provides alerts for upcoming training requirements and compliance deadlines, streamlining the management of safety practices. By simplifying compliance tracking, organizations can minimize legal risks and foster a culture of accountability.

Requirements

Real-Time Certification Tracking

"As a safety manager, I want to track worker certifications in real time so that I can ensure compliance and avoid legal risks associated with expired certifications."

Description

This requirement mandates the implementation of a feature that tracks and updates the certification statuses of workers in real time. It includes a database that logs each worker's certifications, expiration dates, and renewal statuses. Notifications should be automatically generated to remind managers of upcoming expirations and required training sessions. It enhances operational efficiency by ensuring that all workers are compliant with safety regulations, reducing the risk of legal penalties and enhancing workplace safety.

Acceptance Criteria

Real-time updates for worker certification statuses.

Given a worker's certification record is updated, when the certification status is changed in the database, then the system should reflect this change within 5 minutes of the update.

Notification alert for upcoming certification expirations.

Given a worker's certification is set to expire within 30 days, when a manager accesses the compliance dashboard, then an alert should be displayed regarding the impending expiration.

Automatic tracking and logging of certification renewals.

Given a worker completes a certification renewal, when the renewal is logged in the system, then the previous certification status should be archived and the new status should be updated in real-time.

Manager's ability to view certification compliance statuses by project.

Given an active project with multiple workers, when a manager views the project's compliance dashboard, then they should see a list of all workers with their corresponding certification statuses and expiration dates.

Dashboard for compliance reports over time.

Given a request for compliance data, when a manager generates a compliance report, then the system should provide a detailed report showing certification statuses for the past year, including renewals and expirations.

Integration with training scheduling for renewal courses.

Given a worker's certification that is nearing expiration, when a training course is scheduled in the system, then the worker should automatically receive a notification to register for the training.

User access control for safety compliance information.

Given different roles within the organization, when users access the compliance tracker, then they should only see the certification statuses relevant to their roles and permissions.

Automated Compliance Alerts

"As a site supervisor, I want to receive automated alerts for compliance deadlines so that I can ensure all my team members are up-to-date with their safety training without having to manually track each deadline."

Description

The system shall implement automated alerts that notify construction managers about deadlines related to safety training and compliance requirements. These alerts will be customizable based on the type of training or compliance due dates and will be sent via email or push notifications. This feature aims to simplify the compliance process, ensuring that no critical training sessions are missed, thereby improving the organization’s overall adherence to safety regulations.

Acceptance Criteria

Automated Notification for Upcoming Safety Training

Given a construction manager has set up automated alerts for specific training requirements, when the deadline for any training is approaching, then the system should send an email and a push notification to the manager at least 48 hours before the training date.

Customizable Alert Settings

Given the construction manager accesses the compliance alert settings, when they customize the notification preferences for different training types, then the system should save these preferences and apply them to future alerts as specified.

Compliance Deadline Monitoring

Given a list of employees with varying training deadlines, when the compliance status is checked, then the system should generate alerts for any employees whose training or certification is due within the next 30 days.

Threshold for Alerts Based on Severity

Given that the compliance requirements vary in severity, when a training deadline is classified as high risk, then an alert should be sent immediately, and a follow-up notification should be sent 72 hours later if the training is still incomplete.

Accessibility of Alert History

Given a construction manager who wants to review past alerts, when they access the notification history in the system, then the manager should see a chronological list of all alerts sent, along with the status of compliance for each training.

Multi-Channel Notification Support

Given a construction manager chooses to receive alerts, when they select their preferred notification channels, then the system should successfully send alerts via the chosen channels, including email and mobile push notifications, without any failures.

Integration with Existing Compliance Systems

Given the organization has existing compliance tracking systems, when the compliance alerts feature is implemented, then it should integrate smoothly with these systems, allowing for real-time updates and notifications without duplicating efforts.

Training Module Integration

"As a training coordinator, I want to manage all safety training sessions within the platform so that I can easily track attendance and ensure that all employees are compliant with safety regulations at all times."

Description

Integrate a training module that allows construction companies to manage and schedule necessary safety training within the platform. This module should include options for different training types, scheduling capabilities, and tracking attendance. By incorporating this feature, users can ensure that training compliance is met conveniently within the same system they use for tracking certifications, thereby streamlining operations and maintaining a compliance culture.

Acceptance Criteria

User schedules a safety training session for new employees through the Safety Compliance Tracker within the Constructify platform.

Given a user has access to the Safety Compliance Tracker, when they create a new training session with mandatory fields filled out, then the session should be successfully saved and appear in the training calendar.

User receives notifications for upcoming training sessions scheduled within the Safety Compliance Tracker.

Given a training session is approaching its scheduled date, when there are no conflicts and the user has notifications enabled, then the user should receive an alert 5 days prior to the training date.

User can track attendance for a scheduled safety training session in real-time.

Given a training session is underway, when the user marks attendance through the Safety Compliance Tracker, then the attendance record should be updated and reflect in the compliance status immediately.

User generates a report of training compliance for all employees using the Safety Compliance Tracker.

Given the user requests a compliance report, when the report is generated, then it should include a list of all employees, their training statuses, and any upcoming training needs.

Admin integrates different types of training into the Safety Compliance Tracker.

Given the admin has necessary permissions, when a new type of training is added to the system, then it should be available as an option for scheduling within five minutes of addition.

User verifies that all training sessions are compliant with local safety regulations.

Given the user has administered safety trainings, when they attempt to submit for compliance check, then the system should validate the trainings and highlight any non-compliance issues before final submission.

User Role Permissions for Compliance

"As an admin, I want to set user permissions for compliance tracking features so that sensitive safety data is only accessible to authorized personnel, enhancing data security and compliance transparency."

Description

The system should include role-based permissions that allow only authorized personnel to view and manage compliance and safety data. This ensures sensitive information is secure and accessible only to those who need it for compliance management. By implementing role permissions, organizations can maintain data integrity and security while facilitating accountability in safety management processes.

Acceptance Criteria

User Access Control for Safety Data Management

Given that an authorized user logs in, when they attempt to access compliance data, then they should be able to view and manage it. Given that an unauthorized user logs in, when they attempt to access compliance data, then they should receive an access denied message.

Role-Based Permission Assignment

Given an admin user accesses the permissions management interface, when they assign a role to a user, then that user should only have access to safety data according to their assigned role.

Compliance Alerts for Safety Training

Given that compliance training is due for a user, when the training date approaches, then the system should send an alert to that user and their manager via email and in-app notification.

Compliance Data Audit Trail

Given that compliance data changes are made, when an admin views the audit log, then they should see a complete record of changes including timestamp, user ID, and nature of change.

Access Customization for Different Roles

Given that an admin user customizes access settings, when the settings are saved, then all users under that role should reflect the new access levels as per the customization.

User Feedback on Role-Specific Access

Given that a user attempts to access a restricted compliance document, when they provide feedback on access issues, then the feedback should be logged and reviewed by an admin.

Integration with Existing HR Systems

Given that the role permissions feature is integrated with HR systems, when a new user is onboarded, then the appropriate role permissions should be automatically assigned based on their job title.

Compliance Reporting Dashboard

"As a compliance officer, I want a dashboard that provides an overview of our compliance status so that I can quickly identify areas for improvement and ensure that we are meeting all safety regulations effectively."

Description

Develop a comprehensive reporting dashboard that presents real-time insights into compliance status, including training completion rates, certification statuses, and any areas needing attention. This dashboard will allow stakeholders to quickly assess organizational compliance levels and identify trends that may lead to non-compliance, facilitating proactive measures to address potential issues.

Acceptance Criteria

General Overview of Compliance Reporting Dashboard Usage

Given the user has access to the Compliance Reporting Dashboard, when they open it, then they should see a summary of compliance status for all workers in real-time, including color-coded alerts for areas needing attention.

Training Completion Rate Visualization

Given the user is on the Compliance Reporting Dashboard, when they view the training completion section, then it should display the percentage of completed training modules for all employees with an option to filter by specific time frames.

Certification Status Tracking

Given the user has access to the Compliance Reporting Dashboard, when they navigate to the certification status page, then they should see a list of all employee certifications, their expiry dates, and alerts for those nearing expiration.

Real-time Alerts for Non-compliance

Given the Compliance Reporting Dashboard is being actively used, when a compliance deadline is approaching or missed, then an alert should be generated and displayed prominently on the dashboard.

Trend Analysis in Compliance Data

Given the user wants to assess compliance trends, when they access the trend analysis section of the Compliance Reporting Dashboard, then they should see visual graphs representing compliance data over the past six months with options to filter by team or department.

Export Compliance Reports

Given the user is viewing compliance data on the dashboard, when they choose to export the report, then they should be able to download a comprehensive report in PDF or Excel format that includes all dashboard metrics and insights.

User Role-based Access Control

Given the Compliance Reporting Dashboard is utilized by multiple stakeholders, when users log in based on their roles, then they should only see data and functionalities relevant to their permissions set in the system.

Hazardous Material Logger

Hazardous Material Logger allows workers to easily report and track the presence of hazardous materials on-site, including improper storage or spills. This feature includes a visual guide for identifying hazardous materials and integrates with local regulatory requirements to ensure compliance. By promoting awareness and accountability around hazardous materials, it enhances safety protocols and reduces potential risks.

Requirements

Material Identification Guide

"As a construction worker, I want a visual guide to identify hazardous materials so that I can quickly recognize and report any safety concerns on site."

Description

The Material Identification Guide requirement involves creating a comprehensive visual guide that helps workers identify various hazardous materials present on construction sites. This guide will include images, descriptions, and safety information regarding each material. It should be easily accessible within the Constructify platform, ensuring that all workers can quickly refer to it when needed. By integrating this guide, the platform enhances worker safety and compliance with safety regulations concerning hazardous materials, leading to a more informed workforce and reduced risk of accidents.

Acceptance Criteria

Worker accesses the Material Identification Guide through the Constructify platform to identify a hazardous material encountered on-site.

Given a construction worker using the Constructify platform, when they navigate to the Hazardous Material Logger and select the Material Identification Guide, then they should be able to view a comprehensive list of hazardous materials with images, descriptions, and safety information for each material.

A site supervisor reviews the Material Identification Guide to ensure that all hazardous materials are included and accurately represented, prior to beginning a project.

Given a site supervisor accessing the Material Identification Guide, when they review the guide content, then they should confirm that 100% of hazardous materials listed in local regulatory guidelines are present and correctly described in the guide.

Workers encounter a hazardous substance on-site and use the Material Identification Guide to correctly identify it and report it through the Hazardous Material Logger.

Given a construction worker who finds a hazardous substance, when they access the Material Identification Guide and successfully identify the substance, then they should correctly fill out the reporting form in the Hazardous Material Logger with the correct information related to the identified hazard.

The Material Identification Guide is updated with new hazardous materials based on recent regulatory changes.

Given that new hazardous materials are identified by regulatory changes, when the Material Identification Guide is reviewed, then it should be updated within 30 days to include the latest hazardous materials and information as required by local laws.

Workers are trained to use the Material Identification Guide as part of their safety protocol sessions.

Given a safety protocol session that includes training on hazardous materials, when workers complete the training, then at least 90% of participants should demonstrate understanding by accurately identifying at least 5 different hazardous materials using the guide during a practical exercise.

The Material Identification Guide is tested for clarity and usability among workers on-site.

Given a group of construction workers, when they are asked to use the Material Identification Guide, then at least 85% of them should find the guide easy to navigate and report identifying hazardous materials accurately within 5 minutes of use.

Compliance audits to ensure the Material Identification Guide meets local safety regulations.

Given a scheduled compliance audit, when the Material Identification Guide is evaluated, then it should meet 100% of local regulatory requirements for hazardous material identification and reporting protocols.

Real-time Hazard Reporting

"As a site supervisor, I want workers to report hazardous materials in real-time so that I can address safety issues immediately and maintain compliance with regulations."

Description

The Real-time Hazard Reporting requirement focuses on enabling workers to report hazardous materials or unsafe conditions on-site instantly through the Constructify platform. This feature will allow users to take pictures, add descriptions, and geo-tag their reports to provide context and location details. The reports will then be automatically categorized and prioritized according to severity, ensuring that safety teams can respond promptly to any incidents. This functionality will foster a culture of safety and accountability among workers, ultimately improving site safety and compliance.

Acceptance Criteria

User submits a real-time hazard report through the Constructify platform after identifying a hazardous material on site.

Given a worker is on-site, When the worker observes a hazardous material, Then the worker can open the Constructify app to initiate a hazard report, attach a photo, add a description, and geo-tag their location before submitting.

Safety team receives and reviews hazard reports submitted by workers in real-time.

Given the worker has submitted a hazard report, When the safety team accesses the hazard reports section in the Constructify platform, Then the report must be visible, categorized by severity, and include the photo, description, and geo-tag information submitted by the worker.

User can categorize and prioritize hazard reports based on severity upon submission.

Given a worker submits a hazard report, When the report is submitted, Then the system automatically assigns a severity level based on predefined criteria and displays the prioritization in the safety team's dashboard.

User receives a confirmation notification after submitting a hazard report.

Given a worker has submitted a hazard report, When the report is successfully submitted, Then the worker receives an in-app notification and an email confirming receipt of the report.

User is able to edit a submitted hazard report if they notice an error or need to add more information.

Given a worker has submitted a hazard report, When the worker accesses their submitted reports, Then they are able to edit the report details, including the description and photo, and resubmit it.

Safety team marks a hazard report as resolved after investigating the issue.

Given the safety team has reviewed a hazard report, When they have taken action to resolve the reported hazard, Then they can mark the report as resolved and provide notes on the actions taken, which are visible in the system.

System ensures compliance with local regulatory reporting requirements.

Given a hazard report is submitted, When the report is generated and categorized, Then the system checks against local regulatory requirements and ensures necessary information is included for compliance reporting.

Compliance Tracker Integration

"As a project manager, I want the system to alert me about changes in hazardous material regulations so that I can ensure our site remains compliant and safe for workers."

Description

The Compliance Tracker Integration requirement is designed to connect the Hazardous Material Logger with local regulatory databases to ensure compliance with safety regulations regarding hazardous materials. This integration will allow the platform to provide alerts and reminders when regulations change and when specific hazardous materials are reported on site. By automating these updates, Constructify will help construction firms remain compliant without the need for constant manual checks, thereby reducing legal risks and enhancing safety protocols.

Acceptance Criteria

Integration of Hazardous Material Logger with Local Regulatory Databases

Given a user has reported the presence of hazardous materials on-site, When the Compliance Tracker pulls data from local regulatory databases, Then the system should generate a compliance report indicating adherence to relevant regulations within 5 minutes of the report submission.

Regulatory Alert Notifications

Given a change in local regulations regarding hazardous materials occurs, When the Compliance Tracker detects this change, Then all users should receive a notification within 30 minutes informing them of the new compliance requirements.

Hazardous Material Identification Assistance

Given a user is using the Hazardous Material Logger, When they access the visual guide for identifying hazardous materials, Then the guide should display correct information for at least 90% of the listed hazardous materials in the database.

Automated Reminders for Hazardous Materials Reporting

Given a site supervisor has not reported hazardous materials within a specified timeframe, When the Compliance Tracker checks for overdue reports, Then the system should send a reminder notification to the supervisor at least 3 days prior to the reporting deadline.

Historical Compliance Tracking

Given the Compliance Tracker has logged data for hazardous material reporting over time, When a user requests the historical compliance data, Then the system should provide a downloadable report that includes at least 12 months of compliance data.

User Access Control for Compliance Tracker

Given multiple users are accessing the Hazardous Material Logger, When the Compliance Tracker is used, Then system access should be restricted based on user roles, allowing only authorized personnel to make compliance updates or view sensitive information.

Incident History Log

"As a safety officer, I want to access a log of all hazardous material incidents so that I can analyze trends and improve our safety protocols based on historical data."

Description

The Incident History Log requirement involves implementing a feature that tracks and records all reported incidents involving hazardous materials, along with actions taken to resolve each issue. This log will create a historical database of incidents that can be reviewed during safety audits and training sessions. By maintaining a detailed account of past incidents, the platform promotes transparency and learning, contributing to a culture of continuous improvement in safety practices across the organization.

Acceptance Criteria

Recording an Incident Report for Hazardous Material Exposure

Given a worker is on-site and identifies a hazardous material incident, when they access the Hazardous Material Logger and enter the details of the incident, then the incident must be logged with a unique ID, timestamp, and user details.

Viewing Historical Incident Reports

Given a user is authorized to view incident reports, when they access the Incident History Log, then they must be able to filter and sort incidents by date, type of hazardous material, and resolution status.

Reporting a Resolved Incident

Given an incident has been resolved, when a worker updates the log with resolution details, then the system must reflect the updated status and include resolution notes for auditing purposes.

Exporting Incident History for Compliance Checks

Given a safety officer needs to conduct a compliance check, when they select the export option in the Incident History Log, then a CSV report must be generated containing all logged incidents with necessary details.

Searching for Specific Incidents in the Log

Given a user is looking for a specific incident in the Incident History Log, when they use the search functionality with keywords or dates, then the log must return matching entries accurately corresponding to the search parameters.

Integration with Safety Training Modules

Given an incident has been recorded in the Incident History Log, when the system generates a report, then the incident must be linked to relevant safety training modules based on the type of hazardous material involved.

Real-time Notifications for Logged Incidents

Given an incident is reported in the Hazardous Material Logger, when the log is updated with new incidents, then an immediate notification must be sent to designated safety personnel and managers.

Training Module for Hazardous Materials

"As a new employee, I want training on hazardous materials so that I feel confident and knowledgeable about handling such materials safely on site."

Description

The Training Module for Hazardous Materials requirement aims to develop an educational component within the platform that provides workers with essential training on recognizing and handling hazardous materials. This module will include interactive content, quizzes, and certifications upon completion. By empowering workers with knowledge, this feature enhances the overall safety culture on construction sites and ensures that employees are well-prepared to deal with hazardous situations responsibly.

Acceptance Criteria

Training Module for Hazardous Materials is being accessed by construction workers during a safety briefing.

Given a worker accesses the Training Module, when the training content is displayed, then it should include at least 5 interactive elements (videos, quizzes, or simulations) within the module.

A worker completes the interactive training module on hazardous materials and takes the final quiz.

Given a worker completes the training module, when they attempt the quiz, then they should receive immediate feedback on their answers and a score indicating pass or fail based on a minimum threshold of 75%.

The worker has successfully completed the training and is eligible for certification.

Given a worker passes the final quiz, when they complete the module, then they should receive a digital certificate of completion that can be downloaded or printed.

The Training Module is being reviewed for regulatory compliance by the safety officer.

Given a safety officer reviews the training content, when they assess the material, then it must align with local regulations and include specific references to safety protocols related to hazardous materials.

Workers are accessing the Training Module using mobile devices on-site.

Given a worker accesses the module on a mobile device, when they navigate through the training, then all interactive elements should function correctly without any loss of functionality or delay.

An administrator updates the training content based on new hazardous materials regulations.

Given an administrator has updated the training module content, when the update is published, then all previously trained workers should receive a notification about the new changes and be prompted to retake the updated module.

The effectiveness of the training module is being evaluated post-implementation.

Given that the training module has been implemented, when feedback is collected from workers, then at least 85% should report improved confidence levels in handling hazardous materials after completing the training.

Safety Checklist Integration

Safety Checklist Integration enables users to create tailored checklists for daily safety inspections, ensuring that all safety protocols are adhered to before work begins. Customizable templates allow managers to adapt safety measures based on project type or specific site conditions. This feature reinforces the importance of routine safety evaluations, fostering a proactive safety culture.

Requirements

Custom Safety Checklist Creation

"As a project manager, I want to create custom safety checklists for each project so that my team adheres to specific safety protocols and reduces the risk of accidents on-site."

Description

The Custom Safety Checklist Creation requirement allows users to develop personalized safety checklists specifically tailored for various projects and work sites. This functionality includes an intuitive interface for easily constructing checklists by selecting from a library of standard safety measures and adding unique requirements that reflect the nuances of the current project or site conditions. The benefits of this requirement include improved compliance with safety protocols, enhanced worker awareness of safety practices, and the facilitation of clear communication about safety responsibilities among team members. By integrating this feature into Constructify, users can ensure that safety inspections are thorough and relevant, ultimately leading to a safer work environment and minimizing the risk of accidents or delays due to safety issues.

Acceptance Criteria

User creates a custom safety checklist for a new construction project focusing on scaffolding safety protocols.

Given the user is logged into Constructify, when they navigate to the Safety Checklist Integration feature and select 'Create New Checklist', then they should be able to choose from a library of standard safety measures, add custom items, and save the checklist for that project.

A project manager wants to ensure all safety checklists are completed before the commencement of work on the construction site.

Given that a custom safety checklist has been created for a project, when the project manager accesses the checklist prior to the work start time, then all checklist items should be marked as 'Pending' until completed, ensuring compliance before proceeding.

Users need to modify an existing checklist template to fit a unique site condition.

Given an existing safety checklist template, when the user selects the template and chooses to edit it, then they must be able to add, remove, or modify checklist items and save the updated checklist without any data loss.

Workers must complete safety checklists on their mobile devices before starting their shifts on-site.

Given that a worker has access to the mobile application, when they open the daily safety checklist, then they should be able to complete all required items electronically and submit the checklist for review.

A safety officer needs to review and analyze completed safety checklists across multiple projects.

Given that safety checklists have been submitted for various projects, when the safety officer accesses the reporting feature, then they should be able to view statistics and compliance rates of completed checklists per project within a specified date range.

A user wishes to clone an existing checklist for use in a similar upcoming project.

Given that a user has access to a completed safety checklist, when they select the 'Clone' option, then a new checklist should be generated with an identical structure to the original, allowing for further modifications before finalization.

Real-Time Safety Compliance Monitoring

"As a safety officer, I want to monitor safety checklist compliance in real-time so that I can address any issues immediately and maintain a safe working environment."

Description

The Real-Time Safety Compliance Monitoring requirement enables managers to oversee the completion and compliance of safety checklists as they are filled out in real-time. This feature integrates with the existing worker tracking functionalities in Constructify to allow for immediate updates and notifications about checklist completions or deficiencies. The main benefits include the ability to respond quickly to any safety concerns, ensure that all workers are compliant with safety measures at any moment, and maintain an up-to-date overview of site safety status. This integration not only enhances accountability but also fosters a culture of safety due to the visibility of compliance data and trends over time.

Acceptance Criteria

Daily Safety Compliance Check for Construction Workers

Given a construction project with an active Safety Checklist, when a manager accesses the Safety Compliance Monitoring dashboard, then they should see real-time updates on the status of all safety checklists filled out by workers for the day, including any incomplete items or flags for concerns.

Notification of Safety Checklist Completion

Given that a worker has completed a Safety Checklist, when the checklist is submitted in the app, then the manager should receive an immediate notification summarizing the completion and any highlighted issues or deficiencies.

Historical Safety Compliance Reporting

Given that the Real-Time Safety Compliance Monitoring has been active for a specific project over a month, when a manager accesses the historical compliance report, then they should be able to view trends in compliance data, including completion rates and common deficiencies identified in checklists.

Integration with Worker Tracking Functionality

Given that worker tracking is enabled, when a worker completes a safety checklist, then the system should automatically associate the completion status with the respective worker's compliance record in the tracking module.

User Access Control for Safety Checklist Monitoring

Given multiple managers on the site, when a manager accesses the Safety Compliance Monitoring dashboard, then they should only see safety checklists relevant to their assigned workers and projects, ensuring data security and relevance.

Real-Time Safety Alert System

Given any safety checkbox is marked as 'Not Compliant' in a checklist, when this occurs during work hours, then an automated alert should be sent to relevant project management staff to address the safety concern immediately.

Customizable Safety Checklist Template Creation

Given that the user accesses the Safety Checklist Integration feature, when they create a new template, then they should be able to customize the checklist items according to specific project requirements, ensuring adaptability to different safety standards.

Checklist Template Sharing

"As a safety manager, I want to share customized safety checklist templates with my team so that we can maintain consistency and improve our safety inspection processes across projects."

Description

The Checklist Template Sharing requirement allows users to share customizable safety checklist templates among different teams and projects within the Constructify platform. This feature facilitates collaboration and ensures consistency in safety evaluations across various sites and projects. Users can easily upload, modify, and share templates that incorporate best safety practices and lessons learned from prior projects. The advantages of this requirement include reduced duplication of effort, enhanced adherence to safety standards across projects, and improved efficiency in the checklist creation process as teams can leverage existing templates rather than starting from scratch each time they need to perform a safety inspection.

Acceptance Criteria

Checklist Template Upload and Sharing

Given a user with appropriate permissions, when they upload a new safety checklist template, then the template should be stored successfully in the system and be shareable with other users and projects.

Template Modification and Version Control

Given an existing checklist template, when a user modifies it and saves the changes, then the system should create a new version of the template while retaining the previous versions for reference.

User Access Control for Shared Templates

Given a shared checklist template, when another user attempts to access it, then the system should verify their permissions and either grant or deny access based on their role.

Template Duplication for New Projects

Given a checklist template, when a user selects it for duplication in a new project, then a new copy of the checklist should be created that can be further edited without affecting the original template.

Template Search and Filter Functionality

Given a collection of shared checklist templates, when a user enters search criteria, then the system should return relevant templates that match the search parameters within 3 seconds.

Feedback Mechanism for Checklist Templates

Given a user reviewing a checklist template, when they submit feedback regarding its effectiveness, then the system should capture this feedback and associate it with the specific template for future reference.

Audit Trail for Template Sharing Activities

Given a user sharing a checklist template, when the action is completed, then an entry should be logged in the system audit trail detailing the user, time, and action taken.

Automated Safety Report Generation

"As a project manager, I want to automatically generate safety reports from completed checklists so that I can easily demonstrate compliance and summarize safety performance for audits."

Description

The Automated Safety Report Generation requirement automates the creation of safety evaluation reports based on the completed checklists. This feature compiles data from the completed safety checklists into formatted reports that can be used for compliance audits, safety reviews, or project documentation. The reports will include summary statistics, identified risks, compliance levels, and corrective actions taken. Automating this process saves time and ensures that reports are generated consistently and accurately, which is essential for meeting regulatory standards and internal reviews. This reduces administrative burdens on project managers and enhances the overall safety reporting accuracy.

Acceptance Criteria

User initiates the automated safety report generation after completing daily safety checklists for a construction site.

Given that the user has completed the daily safety checklist for the site, when they select the option to generate the safety report, then a report should be created summarizing the results of the checklist, including total checklist items, passed items, failed items, and corrective actions taken.

A project manager reviews the generated safety report to ensure it contains all necessary data for compliance audits.

Given that a safety report has been generated, when the project manager opens the report, then it should include sections for summary statistics, identified risks, compliance levels, and corrective actions taken, and all data should be accurate and relevant to the completed checklist.

User requests the automated safety report during a live site inspection by external auditors.

Given that an external audit is scheduled, when the user requests the safety report, then the report should be generated with a timestamp of the inspection date, and it should reflect all safety checklists completed up to that date accurately.

The system automatically saves generated safety reports for future access and audits.

Given that a safety report has been successfully generated, when the report is created, then it should automatically be saved in the system's database with appropriate metadata for easy retrieval and referencing during future audits.

The system informs users about errors or missing information when attempting to generate a report.

Given that some checklist items are incomplete or improperly filled out, when the user attempts to generate a safety report, then the system should display an error message specifying which checklist items are incomplete and prevent the report from being generated until rectified.

User Access Permissions for Safety Checklists

"As an administrator, I want to set user access permissions for safety checklists so that only designated team members can create or edit safety protocols, ensuring security and compliance."

Description

The User Access Permissions for Safety Checklists requirement establishes a system for defining what level of access different users have regarding safety checklist creation, editing, and viewing. This ensures that sensitive safety protocols are managed appropriately and that only authorized personnel can modify checklists. It enhances security and accountability within the application, allowing for tailored user roles such as administrators, safety officers, and standard users to engage with the safety checklists according to their responsibilities. This capability improves organizational adherence to safety regulations and protects against unauthorized changes to critical safety documents.

Acceptance Criteria

As a safety officer, I need to create a daily safety checklist so that all necessary safety measures are documented and accessible for the team's review before starting work on the site.

Given the user is logged in as a safety officer, when they navigate to the Safety Checklist section and select 'Create New Checklist', then they should be able to create and save a checklist using customizable templates.

As an administrator, I want to set user roles so that different team members have appropriate access levels to safety checklist management, ensuring only authorized personnel can make changes.

Given the user is logged in as an administrator, when they access the User Management settings, then they should be able to assign roles (administrator, safety officer, standard user) to users with specific access permissions for safety checklists.

As a standard user, I need to view the safety checklist created for the day so that I can understand what safety measures need to be adhered to before work commences.

Given the user is logged in as a standard user, when they navigate to the Safety Checklist section, then they should see the checklists available for the current day and be able to view their contents without editing permissions.

As a safety officer, I need to modify an existing safety checklist to reflect new safety protocols, ensuring that all team members have the latest information.

Given the user is logged in as a safety officer, when they open an existing checklist, then they should be able to edit and save changes to the checklist promptly, ensuring updates are immediately available to relevant users.

As a project manager, I want to generate reports on safety checklist compliance to evaluate adherence to safety protocols across various teams.

Given the user is logged in as a project manager, when they access the reporting feature, then they should be able to generate compliance reports based on completed safety checklists, showing adherence rates for specified periods.

As a compliance officer, I need to ensure only users with relevant permissions can edit safety checklists, thereby maintaining the integrity and accuracy of safety protocols.

Given the user is logged in as a compliance officer, when they check the access permissions for a safety checklist, then they should observe that only users with designated roles (safety officer or administrator) have editing capabilities, while standard users have view-only access.

Emergency Response Protocols

Emergency Response Protocols streamline the communication of emergency procedures within the app, enabling all workers to access crucial information quickly during an incident. This feature includes an easy-to-follow guide on evacuation routes, first aid procedures, and emergency contacts tailored to the site, ensuring that all team members are prepared and informed, thus enhancing overall safety.

Requirements

Emergency Procedures Access

"As a construction worker, I want to access emergency procedures quickly during an incident so that I can respond effectively and ensure my safety and that of my coworkers."

Description

The Emergency Procedures Access requirement enables construction workers to quickly access a comprehensive set of emergency procedures within the Constructify app. This feature is crucial for enhancing workplace safety by providing real-time information on evacuation routes, first aid procedures, and emergency contacts that are specific to each worksite. It ensures that all team members are equipped with the necessary knowledge to respond effectively in an emergency situation, thus minimizing potential injuries and facilitating swift and coordinated responses. The integration of this feature into the existing app infrastructure will also include a user-friendly interface and offline access capabilities, ensuring readiness even in situations where internet connectivity may be compromised.

Acceptance Criteria

Users access emergency procedures during a fire drill to familiarize themselves with evacuation routes and procedures.

Given a construction worker has the Constructify app open, when they navigate to the emergency procedures section, then they should see a clearly listed evacuation route with marked exits and assembly points, along with detailed first aid procedures specific to fire emergencies.

A worker experiences a medical emergency and needs to access first aid procedures immediately using the app.

Given a construction worker is in a medical emergency situation, when they open the app and select emergency procedures, then they should be able to access first aid information within 3 taps, including the location of first aid kits and emergency contacts with phone numbers.

The site manager needs to ensure all workers can access emergency procedures offline in case of connectivity issues.

Given the user is offline, when they attempt to access the emergency procedures, then they should be able to view all necessary emergency information, including evacuation routes and first aid procedures, without any errors.

A new worker joins the team and needs to review site-specific emergency contacts and procedures.

Given a new worker logs into the Constructify app, when they navigate to the emergency procedures section, then they should see site-specific emergency contacts displayed prominently, along with instructions for where to find first aid assistance.

During a safety meeting, the supervisor presents the emergency procedures using the app as a reference.

Given the supervisor is in a meeting with workers, when they open the emergency procedures section, then the app should load within 2 seconds without lag and display emergency procedures in an easily readable format for sharing with the team.

Users want practical feedback on the effectiveness of the emergency procedures post-exercise drills.

Given a team has completed an emergency drill, when the feedback feature is used, then each worker should be able to submit comments on whether they found the emergency procedures helpful, and their feedback should be collected for analysis.

Site-specific Emergency Contacts

"As a construction worker, I want to have quick access to site-specific emergency contacts so that I can get help promptly in case of an emergency."

Description

The Site-specific Emergency Contacts requirement enables users to view a curated list of emergency contact numbers relevant to each construction site directly within the Constructify application. This feature is essential for facilitating immediate communication during emergencies and ensuring that workers have quick access to the right resources and personnel, such as site managers, safety officers, and medical emergency services. By streamlining access to important contact information, the feature reduces response times during emergencies and enhances overall site safety compliance, fostering a culture of preparedness and vigilance among team members.

Acceptance Criteria

Accessing Emergency Contacts on Construction Site

Given a user has logged into the Constructify application, When they navigate to the emergency response section, Then they should see a list of site-specific emergency contact numbers relevant to their current construction site.

Updating Emergency Contacts

Given the user has the role of a site manager, When they add or update an emergency contact in the application, Then the change should reflect in the emergency contacts list for all users on that site in real-time.

Search Function for Emergency Contacts

Given a user is accessing the list of emergency contacts, When they search for a specific contact name or service, Then the system should return only the relevant contacts based on the search input within 2 seconds.

Accessibility of Emergency Contacts in Offline Mode

Given that the user is in an area with no network connection, When they try to access the emergency contacts, Then the last known list of emergency contacts should still be accessible offline without any delay.

Training Workers on Emergency Protocols

Given that new workers have joined the site, When they are trained on the emergency protocols, Then they should be able to locate emergency contacts in the Constructify application within 5 minutes of training.

Emergency Contact Visibility

Given that a worker is on site, When they access the emergency contacts section, Then they should only see contacts that are relevant to their role and the current site for privacy and security reasons.

Interactive Evacuation Map

"As a construction worker, I want to view an interactive evacuation map so that I can easily find the safest exit routes during an emergency."

Description

The Interactive Evacuation Map requirement provides an interactive visual representation of evacuation routes tailored to each construction site, integrated within the app. This feature enhances safety by allowing workers to familiarize themselves with the safest pathways to exit in emergencies, thereby reducing confusion and risks during evacuations. The map can include real-time updates in case of changes to the site layout, ensuring workers always have access to the most up-to-date information. Additionally, the feature will support various accessibility options to cater to all workers, including those with disabilities, thereby promoting inclusivity and safety for everyone on site.

Acceptance Criteria

Workers can access the Interactive Evacuation Map from their mobile devices during an emergency situation, allowing them to quickly identify the nearest exit routes from their current location on site.

Given that a worker has logged into the Constructify app, when they select the 'Emergency Response Protocols' section, then they should be able to view the Interactive Evacuation Map without any delays.

The Interactive Evacuation Map is updated in real-time to reflect any changes in the construction site's layout, ensuring that it provides accurate information during an evacuation.

Given that there has been a change in the construction site layout, when the site manager updates the evacuation map, then all workers accessing the map should see the updated routes within 5 minutes of the change being made.

Workers with disabilities can easily navigate the Interactive Evacuation Map using accessibility features such as voice commands and screen readers, ensuring inclusivity for all team members during emergencies.

Given that a worker with visual impairments uses a screen reader, when they select the Interactive Evacuation Map, then the screen reader should accurately describe the routes and key points on the map, ensuring they can understand the evacuation procedures.

The Interactive Evacuation Map includes clear signage and labeling for each evacuation route, enabling workers to make quick decisions during an emergency.

Given that the Interactive Evacuation Map is displayed on the app, when a worker views the map, then all evacuation routes should be clearly marked with distinctive colors and labels that can be easily understood and followed.

During a training drill, workers are familiarized with the Interactive Evacuation Map to enhance their response in real-life emergencies, ensuring they know how to use the application.

Given that a training drill is scheduled for the construction site, when workers participate in the drill, then at least 90% of participants should demonstrate the ability to navigate the Interactive Evacuation Map accurately and efficiently.

Users can report any issues or questions about the Interactive Evacuation Map directly through the app, allowing for continuous improvement and support.

Given that a user encounters an issue with the Interactive Evacuation Map, when they select the 'Report a Problem' option, then they should be able to submit their feedback successfully, receiving a confirmation message upon submission.

Emergency Training Modules

"As a construction worker, I want to complete emergency training modules so that I am better prepared to handle emergencies that may arise on-site."

Description

The Emergency Training Modules requirement involves the development of online training modules focused on emergency response procedures specific to construction sites. This feature will educate workers on protocols for various emergency scenarios, such as fires, chemical spills, or medical emergencies. By providing this training within the Constructify platform, users can engage in self-paced learning, reinforcing their understanding and preparedness. The modules will also include assessments to ensure comprehension and retention of critical information, contributing to a more knowledgeable workforce and boosting overall site safety.

Acceptance Criteria

Emergency Training Modules Access and User Engagement

Given that a worker has logged into the Constructify platform, when they navigate to the Emergency Training Modules section, then they should see a list of available training modules with clear descriptions, estimated completion times, and a start button for each module.

Completion of Emergency Training Module Assessments

Given that a worker has completed an Emergency Training Module, when they take the associated assessment, then they must score at least 80% to pass and receive a completion certificate.

Real-Time Feedback on Training Module Effectiveness

Given that workers have completed their training modules, when the training module has been accessed by at least 75% of the target workforce, then a feedback survey should be automatically sent to all participants to evaluate the module’s effectiveness and clarity.

Emergency Procedure Simulation for Worker Preparedness

Given that a worker has completed all Emergency Training Modules, when a scheduled simulation drill is conducted, then at least 90% of workers should correctly follow emergency response protocols as instructed in the training.

Tracking and Reporting Worker Training Progress

Given that multiple workers are participating in Emergency Training Modules, when an administrator requests a report, then the system should generate a report detailing the percentage of workers who completed each module and their assessment scores.

Accessibility of Emergency Training Modules on Mobile Devices

Given that a worker is using the Constructify mobile app, when they access the Emergency Training Modules, then all modules should be fully functional, allowing for video playback, document downloads, and assessments without errors.

Integration of Feedback into Training Module Updates

Given that feedback has been collected from at least 20 workers who completed the Emergency Training Modules, when the training content is reviewed, then at least 3 actionable improvements must be identified and documented for future updates.

Real-time Incident Reporting

"As a construction worker, I want to report incidents in real-time so that I can ensure prompt attention and resolution of safety issues on site."

Description

The Real-time Incident Reporting requirement allows users to report emergencies and safety incidents instantly through the Constructify app. This feature enables workers to notify supervisors and emergency responders promptly, facilitating a swift response and ensuring adequate support is mobilized. The reporting functionality will include fields for incident type, location, and description, as well as the ability to attach images or videos for better context. This capability enhances transparency and accountability on site, while also aiding in the analysis and prevention of future incidents.

Acceptance Criteria

Real-time Incident Reporting by Construction Workers on Site

Given a construction worker is on-site, When they access the Constructify app to report an incident, Then they can successfully fill out the incident form including type, location, and a description, and submit it for review.

Immediate Notification to Supervisors and Emergency Responders

Given an incident is reported through the Constructify app, When the report is submitted, Then all designated supervisors and emergency responders receive an immediate notification via the app.

Attachment of Multimedia Evidence with Incident Reports

Given a construction worker is submitting an incident report in the Constructify app, When they attach images or videos to their report, Then the attachments should upload successfully and be visible within the report.

User Verification of Incident Report Submission

Given a construction worker has submitted an incident report, When they check the app for report status, Then the app should confirm that their report is successfully submitted and provide a unique report ID.

Access to Emergency Response Protocols Post-Incident Reporting

Given an incident has been reported through the Constructify app, When any team member accesses the Emergency Response Protocols feature, Then they should see the relevant emergency procedures and contact information updated in relation to the incident reported.

Data Retrieval for Incident Analysis

Given multiple incident reports have been submitted over time, When an administrator requests a report summary, Then the app should generate a comprehensive report displaying the incident types, frequency, and any attached multimedia for trend analysis.

User Training and Onboarding for Incident Reporting Feature

Given new workers are onboarded onto the site, When they are introduced to the Constructify app, Then they should be able to demonstrate the process of reporting an incident, including filling out the necessary fields and attaching multimedia.

Automated Safety Alerts

"As a construction worker, I want to receive automated safety alerts so that I stay informed about safety protocols and any emergencies that arise during my shift."

Description

The Automated Safety Alerts requirement enables the Constructify platform to send automated notifications regarding safety protocols or emergency alerts to all users on the site. This feature enhances situational awareness by keeping workers informed about potential hazards, changes in safety procedures, or real-time updates during emergency situations. The alerts can be customized based on user roles or locations, ensuring that relevant information reaches the right personnel. This capability is vital for maintaining high safety standards and promoting proactive safety management across construction sites.

Acceptance Criteria

Automated notification of safety protocol changes during a construction site's weekly safety briefing.

Given that a safety protocol has been updated, when a scheduled briefing occurs, then all site workers receive an automated safety alert within 5 minutes of the update.

Real-time alerts sent to workers during an unexpected hazardous weather event.

Given that a hazardous weather condition is detected, when the system triggers an emergency alert, then all workers on-site receive a notification within 2 minutes detailing the safety measures to take.

Delivery of customized alerts based on worker roles and responsibilities during a safety drill.

Given that a safety drill is scheduled, when the alert is sent, then all workers receive an alert that is tailored to their specific roles, including any necessary action items they should follow.

Immediate alerts for equipment malfunction or safety hazards detected on-site.

Given that equipment malfunctions or a safety hazard has been identified, when the system detects the issue, then the appropriate workers receive alerts based on their location and role within 3 minutes.

Feedback loop for workers after receiving a safety alert to confirm understanding and compliance.

Given that an automated safety alert is sent, when workers acknowledge the alert, then the system logs their acknowledgment, providing data for compliance tracking.

Integration of automated alerts with a centralized safety dashboard for site managers.

Given that an automated alert is triggered, when the alert is sent, then it should also populate the centralized safety dashboard in real-time for the site manager to review and act on as needed.

Alerts to be sent in multiple languages based on worker demographics.

Given that workers at the site speak different languages, when an automated safety alert is sent, then it should be delivered in the preferred language of each worker as indicated in their profile settings.

Safety Engagement Hub

Safety Engagement Hub facilitates interactive training and safety meetings directly through the app, allowing workers to participate in safety discussions and access updated safety resources. This feature promotes open communication and encourages workers to share best practices and safety tips, leading to a more engaged and safety-conscious workforce.

Requirements

Interactive Safety Training Modules

"As a construction worker, I want to access interactive safety training modules on my mobile device so that I can improve my safety knowledge and reduce the risk of accidents on the job site."

Description

This requirement involves the creation of interactive safety training modules within the Safety Engagement Hub. These modules will provide engaging content such as videos, quizzes, and virtual simulations that workers can complete at their own pace. The goal is to enhance workers' safety knowledge, ensure compliance with safety regulations, and reduce workplace accidents. Integration with the platform will allow tracking progress and completion rates, providing managers with insights into training effectiveness and areas needing improvement.

Acceptance Criteria

Interactive Safety Training Module Completion

Given a worker accesses the Interactive Safety Training Module, when the worker completes all quizzes and interactive content, then the module should display a completion certificate and save the completion status to the worker's profile.

Content Accessibility and Navigation

Given a worker opens the Safety Engagement Hub app, when the worker navigates to the Interactive Safety Training Modules, then all content should load within 5 seconds and be accessible without errors across different devices (mobile and tablet).

Tracking Progress and Reporting

Given a manager reviews the training progress dashboard, when selecting an individual worker, then the dashboard should display the worker's training completion rate and overall performance metrics accurately and in real-time.

User Engagement and Feedback Collection

Given a worker completes an interactive training module, when prompted to provide feedback on the training experience, then the worker should be able to submit feedback successfully, which will be logged for managerial review.

Safety Compliance Verification

Given the completion of the Interactive Safety Training Modules, when the system runs compliance checks, then at least 90% of workers must pass the final assessment quiz to meet safety regulation compliance requirements.

Interactive Content Variety and Quality

Given the design of the training modules, when assessing the types of content used, then the modules should include at least 3 different types of interactive content (videos, quizzes, simulations) to improve engagement levels.

Real-time Updates to Training Modules

Given changes in safety regulations, when updates to the Interactive Safety Training Modules are required, then all changes should be implemented and reflected in the modules within 48 hours of the regulatory update.

Safety Discussion Forums

"As a construction worker, I want to participate in safety discussion forums so that I can share my experiences and learn from others about safety practices on the job site."

Description

The Safety Engagement Hub will feature discussion forums where workers can post questions, share experiences, and discuss safety-related topics. This requirement encourages open dialogue and enables workers to engage in knowledge sharing. These forums will be monitored by safety officers to ensure accurate information is provided and to facilitate professional discussions on best practices, thereby fostering a culture of safety within the workforce.

Acceptance Criteria

Workers post safety concerns in the forums.

Given a worker has access to the Safety Engagement Hub, when they post a safety concern in the discussion forum, then the post should be visible to all users in the forum immediately after posting.

Safety officers respond to worker inquiries in the forums.

Given a worker has posted a question in the forum, when a safety officer responds, then the response should be time-stamped and the worker should receive a notification of the response.

Workers browse topics in the discussion forums.

Given a worker accesses the Safety Engagement Hub, when they navigate to the discussion forums, then they should see a list of all active safety topics and relevant posts sorted by most recent activity.

Workers share safety best practices in the forums.

Given a worker wants to share a safety best practice, when they submit a new post under the relevant best practices category, then the post should be reviewed by a safety officer before being publicly published.

Monitoring of forums by safety officers.

Given safety officers are tasked with monitoring the forums, when a new discussion is posted, then safety officers should receive a daily report summarizing new posts and flagged concerns.

Search functionality for safety discussions.

Given a worker wants to find specific safety topics, when they use the search function in the forums, then relevant posts should be displayed within 5 seconds based on their search keywords.

Reporting inappropriate content in the forums.

Given a worker identifies inappropriate content in the discussion, when they click the report button on the post, then a notification should be sent to safety officers for review within 1 hour.

Updated Safety Resource Library

"As a construction worker, I want to access an updated safety resource library in the app so that I can quickly find important safety information relevant to my work environment."

Description

This requirement entails developing a centralized library of updated safety resources that can be easily accessed through the Safety Engagement Hub. The resource library will include documents, infographics, and links to external safety guidelines. Regular updates will ensure that workers have access to the latest information and best practices regarding safety measures, compliance, and emergency procedures, empowering them to make informed decisions and actions.

Acceptance Criteria

Centralized Access to Safety Resources

Given a user is logged into the Safety Engagement Hub, when they navigate to the Updated Safety Resource Library, then they should see a well-organized collection of safety documents, infographics, and links to external safety guidelines, categorized by topic.

Regular Updates to Resource Library

Given there are safety resources in the library, when updates are made to the safety content, then the resource library should reflect those updates within 24 hours to ensure users have the most current information.

User Engagement with Safety Resources

Given a worker accesses a safety resource from the library, when they complete a review or acknowledgment of the resource, then it should prompt a feedback option to encourage users to share their thoughts or suggestions on the resource.

Search Functionality in Resource Library

Given a user is in the Updated Safety Resource Library, when they enter a keyword into the search bar, then the system should return relevant resources based on the keyword, with results displayed within 2 seconds.

Mobile Accessibility of Safety Resources

Given a worker is using a mobile device, when they access the Updated Safety Resource Library, then the library should be fully responsive and allow for easy navigation and viewing of all safety materials.

Download and Share Capability of Resources

Given a user is viewing a safety document in the library, when they choose to download or share a document, then the system should allow for download in PDF format and offer sharing options via email or messaging platforms.

Feedback Collection Mechanism

Given a user has accessed a resource from the library, when they complete a feedback form regarding the resource, then their feedback should be stored and be accessible for review by safety managers within the platform.

Incident Reporting Feature

"As a construction worker, I want to report safety incidents through the app so that I can ensure that issues are addressed promptly and prevent future occurrences."

Description

The incident reporting feature allows workers to report safety incidents or near-misses directly through the Safety Engagement Hub. This requirement ensures that reports can be submitted quickly and confidentially, prompting immediate review by safety personnel. By analyzing reported incidents, managers can identify trends, implement preventive measures, and ultimately reduce the risk of future incidents, contributing to a safer work environment.

Acceptance Criteria

Workers submit incident reports through the Safety Engagement Hub after experiencing or witnessing a safety incident on-site.

Given that a worker has experienced or witnessed an incident, when they access the incident reporting feature, then they must be able to submit a report that includes a detailed description, location, and any involved parties.

Safety personnel receive incident reports via the Safety Engagement Hub.

Given that an incident report has been submitted, when safety personnel access the Safety Engagement Hub, then they should be able to view and acknowledge the submitted report within 5 minutes of submission.

Workers can submit their reports confidentially through the Safety Engagement Hub.

Given that a worker is submitting an incident report, when they complete the form, then they must have the option to submit the report anonymously to ensure confidentiality.

The system triggers a notification for safety personnel upon report submission.

Given that a worker has submitted an incident report, when the report is successfully submitted, then an immediate notification must be sent to the designated safety personnel's mobile device or email.

Managers analyze reported incidents to identify trends in workplace safety.

Given that multiple incident reports have been submitted over a month, when a manager accesses the incident report analytics dashboard, then they must be able to visualize trends, categorize incidents, and generate reports summarizing the data by type and frequency.

Workers can view and access updated safety resources after reporting an incident.

Given that a worker has submitted an incident report, when they navigate back to the main Safety Engagement Hub, then they must have immediate access to updated safety guidelines and resources relevant to the reported incident.

The incident reporting feature is compliant with industry safety regulations.

Given that the incident reporting feature is developed, when it is reviewed by compliance officers, then it must meet all applicable legal and industry safety reporting standards and requirements.

Safety Recognition Program

"As a construction worker, I want to earn recognition for my safety efforts, so that I feel motivated to engage in safety practices and encourage my colleagues to do the same."

Description

This requirement introduces a safety recognition program that rewards workers for exemplary safety practices and participation in training. Through the Safety Engagement Hub, workers will be able to earn points or badges for completing training modules, participating in discussions, and reporting incidents. Recognizing and incentivizing safety-conscious behavior fosters a positive safety culture and encourages increased engagement with the safety initiatives provided by the app.

Acceptance Criteria

User completes a safety training module through the Safety Engagement Hub and receives points toward their safety recognition program.

Given a user completes a safety training module, when they submit their completion, then they should receive a defined number of points towards their recognition score, visible in their profile.

User participates in a safety discussion within the app and earns a badge for their engagement.

Given a user actively contributes to a safety discussion, when they make at least three meaningful comments, then they should automatically earn a badge for their participation.

User reports a safety incident via the app and is recognized for their proactive behavior in maintaining safety.

Given a user reports a safety incident through the app, when their report is submitted and acknowledged, then they should receive points and a notification confirming their recognition in the program.

User views their earned points and badges in their profile to track their progress in the safety recognition program.

Given a user accesses their profile, when they navigate to the safety recognition section, then they should see a complete list of all earned points and badges with corresponding descriptions.

Admin reviews and updates the criteria for earning points and badges based on user feedback and engagement metrics.

Given an administrator accesses the management panel, when they review safety recognition criteria, then they should be able to edit and save the new criteria effectively.

User engages with safety resources and materials provided within the Safety Engagement Hub.

Given a user accesses the safety resources, when they download or view at least three different materials, then their engagement should be logged, and points should be awarded accordingly.

Feedback is collected from users on the effectiveness of the Safety Recognition Program and used for program improvement.

Given users complete a feedback form regarding the Safety Recognition Program, when at least 20 responses are collected, then the feedback should be compiled and reviewed for actionable improvements.

InstantAccess Pay

InstantAccess Pay allows field workers to access a portion of their earned wages immediately after completing a shift. This feature addresses urgent financial needs by enabling workers to withdraw a predetermined percentage of their daily earnings, enhancing financial flexibility and reducing reliance on traditional payday schedules.

Requirements

Instant Earnings Withdrawal

"As a field worker, I want to be able to access my earned wages after each shift so that I can manage my immediate financial needs without waiting for the regular payday."

Description

The Instant Earnings Withdrawal feature enables field workers to access a portion of their earned wages immediately after completing a shift. This functionality is crucial as it addresses immediate financial needs, allowing workers to withdraw a predetermined percentage of their daily earnings. This integration into the Constructify platform enhances financial flexibility for workers, reduces reliance on traditional payday schedules, and potentially improves worker satisfaction and retention. Furthermore, this requirement must ensure secure transactions, comply with labor regulations, and provide a user-friendly interface that allows employees to easily request and receive their wages without cumbersome processes.

Acceptance Criteria

Field worker completes a shift and needs immediate access to a portion of their earnings to address a financial emergency, such as an unexpected bill or urgent purchase.

Given a field worker has completed their shift, when they access the InstantAccess Pay feature, then they can request to withdraw up to 50% of their earned wages for that day.

A field worker attempts to withdraw their earnings using the InstantAccess Pay feature from a mobile device at the end of their shift.

Given the worker is using a mobile device, when they submit a request to withdraw their earnings, then the transaction is processed within 5 minutes and they receive a notification of the successful transaction.

Field worker accesses the InstantAccess Pay function through the Constructify mobile app during their shift to check the amount available for withdrawal.

Given the field worker is logged into the Constructify app, when they navigate to the InstantAccess Pay section, then their available withdrawal amount is displayed correctly based on their completed shifts.

A field worker wishes to verify the security features of the InstantAccess Pay during their first time using it after its launch.

Given the field worker is initiating their first withdrawal through the InstantAccess Pay feature, when they review the security prompts, then they must encounter multiple layers of authentication to ensure secure access.

After a worker withdraws their earnings, they need to confirm the transaction details for their personal records.

Given the worker has successfully withdrawn their earnings, when they view their transaction history, then they see a detailed record of their withdrawal, including amount, date, and time of the transaction.

The administration team wants to ensure compliance with labor regulations regarding instant wage access for field workers.

Given the InstantAccess Pay feature is live, when the administration reviews the process flow and relevant documentation, then all operations must comply with applicable labor laws and regulations without exception.

User Verification Process

"As a payroll administrator, I want to ensure that only verified workers can access their earnings, so that the integrity of our payment system is maintained and fraud is prevented."

Description

The User Verification Process is essential for ensuring the security and integrity of the Instant Access Pay feature. This requirement involves implementing a robust identity verification solution that confirms the identity of workers requesting access to their earned wages. It should include multifactor authentication options to enhance security and prevent unauthorized access. By integrating this verification process seamlessly into the payment request workflow, it ensures that only eligible workers can withdraw funds, thus protecting both the platform and its users. This requirement also includes a user-friendly interface for verification that minimizes friction and promotes swift approval of wage withdrawals.

Acceptance Criteria

User initiates a request for InstantAccess Pay after completing a shift and provides the necessary identification details for verification.

Given a user has completed a shift and initiates the InstantAccess Pay request, when the user submits their identification details, then the system must prompt for a second factor authentication (e.g., SMS code, email verification).

User successfully completes multi-factor authentication to access InstantAccess Pay.

Given the user has received an authentication request after submitting their identification details, when they enter the correct verification code from their chosen second factor, then their identity must be verified, allowing access to the payment feature.

User attempts to request InstantAccess Pay but fails the identity verification process.

Given a user provides incorrect identification details or fails to complete the multi-factor authentication, when the system processes the request, then it must deny the access and display an error message indicating the failure due to verification issues.

User accesses the InstantAccess Pay feature using a user-friendly interface.

Given a user is on the InstantAccess Pay request page, when they navigate the interface, then it must have clear instructions and a straightforward layout that guides them through the identification and verification process without confusion.

System logs all InstantAccess Pay transaction requests and their outcomes for audit compliance.

Given the user has interacted with the InstantAccess Pay feature, when a transaction is completed or fails, then the system must log the user ID, transaction amount, time of request, and outcome in a secure audit log that is accessible for compliance reviews.

User requests to withdraw more than the approved percentage of their daily earnings.

Given a user attempts to request a withdrawal amount that exceeds the predetermined limit, when they submit the request, then the system must reject the request and notify the user of the limit imposed by the InstantAccess Pay feature.

Users experience system downtime during the InstantAccess Pay verification process.

Given the user tries to access the InstantAccess Pay feature during scheduled maintenance, when they attempt to verify their identity, then they receive a clear notification regarding the unavailability of the service and are redirected to the main dashboard.

Real-Time Earnings Dashboard

"As a field worker, I want to see a real-time overview of my earnings so that I can make informed decisions about my finances and withdrawal requests."

Description

The Real-Time Earnings Dashboard provides workers with a clear view of their earnings, including how much they can withdraw at any given time. This feature is vital for enhancing user experience as it helps workers understand their financial situation and encourages responsible financial management. The dashboard should be easily accessible via the Constructify platform and should update in real-time after each shift. It should also include graphical representations of earnings over time, fostering transparency and helping workers to see their financial growth. Integration with existing modules will ensure consistency across the platform and allow workers to track their earnings with ease.

Acceptance Criteria

User accesses the Real-Time Earnings Dashboard after completing a shift to check their available earnings for withdrawal.

Given the user has completed their shift, when they access the Real-Time Earnings Dashboard, then they should see their total earnings for the completed shift and the amount available for withdrawal.

User views a graphical representation of their earnings over the past month on the Real-Time Earnings Dashboard.

Given the user is on the Real-Time Earnings Dashboard, when they select the monthly view, then they should see a graph displaying their earnings trend over the last 30 days.

User checks the Real-Time Earnings Dashboard on a mobile device during a break.

Given the user is using the Constructify mobile app, when they navigate to the Real-Time Earnings Dashboard, then the dashboard should load within 3 seconds and display accurate real-time data of their earnings.

User attempts to withdraw their earnings through the Real-Time Earnings Dashboard after the shift ends.

Given the user is viewing their earnings on the Real-Time Earnings Dashboard, when they choose to withdraw a portion of their earnings, then the system should allow them to withdraw no more than the allowed percentage and confirm the transaction immediately.

User logs into the Constructify platform and accesses the Real-Time Earnings Dashboard for the first time.

Given it is the user's first time accessing the earnings dashboard, when they log in, then they should see a guided tutorial highlighting key features of the Real-Time Earnings Dashboard.

User navigates away from the Real-Time Earnings Dashboard and returns to find the data still accurate and updated.

Given the user has navigated away from the Real-Time Earnings Dashboard, when they return within 10 minutes, then the displayed earnings data should be updated to reflect any new shifts completed since their last visit.

User's earnings dashboard integrates seamlessly with payroll data for accurate financial tracking.

Given that payroll processing occurs bi-weekly, when the user accesses the Real-Time Earnings Dashboard after a payroll update, then the displayed earnings should match the amounts noted in the user's payroll records with no discrepancies.

Automated Notification System

"As a field worker, I want to receive notifications when I can access my earnings, so that I don’t miss out on the opportunity to withdraw my wages when I need them."

Description

The Automated Notification System is required to alert field workers about their eligible earnings for withdrawal through push notifications or emails. This system will improve user engagement and prompt timely action from workers who may benefit from accessing their wages. Notifications should also remind workers of any upcoming payroll deadlines or policy changes regarding the InstantAccess Pay feature, ensuring that they are well-informed at all times. The integration of this system within the platform must be efficient to ensure timely and accurate delivery of notifications without overwhelming users with unnecessary information.

Acceptance Criteria

Notification of Eligible Wage Withdrawals

Given a field worker has completed a shift, When the system determines their eligible earnings for withdrawal, Then the worker receives a push notification or email detailing the amount they can withdraw and instructions for accessing it within 5 minutes of shift completion.

Reminders for Payroll Deadlines

Given that a payroll deadline is approaching, When it's within 48 hours of the deadline, Then all field workers receive a reminder notification of the upcoming payroll deadline approximately 24 hours before the threshold.

Policy Change Notifications

Given a change in the InstantAccess Pay policy is announced, When the change occurs, Then all registered users receive a notification regarding the policy changes that includes detailed information no later than 24 hours after the announcement.

User Preferences for Notification Channel

Given a worker has set their notification preferences in their profile, When they set preferences for receiving notifications via email or push notifications, Then the system only sends notifications through the selected channels as per the worker's preferences.

Delivery Consistency of Notifications

Given that notifications regarding wage withdrawals and deadlines are sent, When distributed, Then at least 95% of notifications must be delivered successfully to the intended recipients without bounce-backs or errors.

Feedback Mechanism for Notifications

Given that workers receive notifications, When they interact with the notifications, Then the system should prompt them for feedback on the usefulness and clarity of the notifications within 24 hours of receipt, and at least 70% should indicate satisfaction.

Reporting and Analytics Module

"As a payroll manager, I want access to data on wage withdrawals so that I can analyze trends and adjust our labor policies accordingly."

Description

The Reporting and Analytics Module provides administrative users with insights into the usage of the Instant Access Pay feature. This module will track metrics such as the number of transactions performed, total amounts withdrawn, and trends over time. By analyzing this data, construction firms can better understand the financial behavior of their workforce and make informed decisions related to labor management and payroll policies. The implementation should allow for customizable reporting parameters and export options for further analysis. This requirement is integral for continuous improvement of the platform based on real user behavior and feedback.

Acceptance Criteria

Admin accesses the Reporting and Analytics Module to view daily transaction metrics for InstantAccess Pay feature.

Given the admin has logged into the Constructify platform, when they navigate to the Reporting and Analytics Module, then they can view the daily transaction count and total amounts withdrawn for the InstantAccess Pay feature.

Admin customizes the reporting parameters to analyze the InstantAccess Pay usage over a specific timeframe.

Given the admin is in the Reporting and Analytics Module, when they select the date range and click on 'Generate Report', then a report reflecting the transactions within that timeframe is displayed accurately.

Admin exports the transaction data from the Reporting and Analytics Module for additional analysis.

Given the admin is viewing the transaction details in the reporting module, when they click on the 'Export' option, then a CSV file containing all transaction details is downloaded successfully.

Admin assesses trends in withdrawals to identify peak usage times for the InstantAccess Pay feature.

Given the admin is analyzing reports from the Reporting and Analytics Module, when they examine the trends graph, then they can identify days of the week with the highest frequency of withdrawals.

Admin receives a notification upon reaching a threshold number of transactions for the InstantAccess Pay feature.

Given the admin has set a threshold for transaction alerts, when the number of transactions surpasses this threshold, then an email notification is sent to the admin.

Admin compares usage metrics across different construction projects utilizing the InstantAccess Pay feature.

Given the admin is viewing project comparisons in the Reporting and Analytics Module, when they select two or more projects to analyze, then the module displays side-by-side metrics including transaction counts and total amounts for those projects.

Admin updates the reporting parameters to include multiple filters for deeper analysis of InstantAccess Pay usage.

Given the admin is inside the Reporting and Analytics Module, when they apply filters such as project type, department, and date range, then the report should reflect only those filtered results for the InstantAccess Pay transactions.

Compliance and Regulation Checks

"As a compliance officer, I want to ensure that all wage withdrawals are compliant with labor regulations, so that our company avoids legal issues and maintains ethical payroll practices."

Description

The Compliance and Regulation Checks requirement ensures that all wage withdrawal processes adhere to labor laws and financial regulations. This feature must automatically validate transactions against predefined compliance criteria, including employment status, hours worked, and wage calculations. This is crucial for protecting the company from potential legal issues and ensuring that workers receive their earnings as per the law. The implementation needs to include a rigorous audit trail capability, allowing for retrospective reporting and compliance reviews as required by regulatory bodies.

Acceptance Criteria

Field Worker Requests Immediate Wage Access after Shift Completion

Given a field worker has completed their shift and has worked the required hours, when they request to withdraw a portion of their earned wages, then the system should validate their employment status and hours worked before approving the transaction.

Automated Compliance Checks during Wage Withdrawal Process

Given a field worker initiates a wage withdrawal, when the transaction is processed, then the system must automatically cross-check the withdrawal against predefined compliance criteria, including labor laws and company policies, and either approve or deny the transaction accordingly.

Audit Trail Generation for Wage Withdrawals

Given a wage withdrawal request has been processed, when the transaction is recorded, then the system should generate an audit trail that captures the details of the request, including timestamps, amounts, and compliance checks conducted, allowing for future reports and reviews.

Alerts for Non-compliance on Wage Withdrawals

Given a wage withdrawal is attempted, when the system detects a non-compliance issue based on predefined criteria, then it should alert both the worker and management with a detailed explanation of the reason for denial.

Regular Compliance Reporting for Wage Access Feature

Given the InstantAccess Pay feature is in use, when a specified reporting period concludes, then the system should generate a compliance report that summarizes all wage withdrawals, checks performed, and any non-compliance incidents for review by regulatory bodies.

User-Friendly Interface for Compliance Having Comfortable Efforts on Workers

Given that a field worker accesses the InstantAccess Pay feature, when the user interface is displayed, then it should present compliance information and requirements clearly, ensuring the worker understands the conditions under which they can access their wages.

Real-Time Updates for Compliance Criteria

Given that labor laws or company policies change, when an update occurs, then the system should automatically adjust the compliance criteria for wage withdrawals in real-time without requiring a manual update.

SmartPay Scheduler

SmartPay Scheduler empowers workers to easily plan their payouts by displaying a calendar interface that highlights optimal payout periods. Users can visualize financial cycles, align payout options with their personal budgeting needs, and receive reminders for upcoming payments, enhancing financial planning and minimizing unexpected cash flow gaps.

Requirements

Calendar Integration

"As a construction worker, I want to integrate my payout schedule with my personal calendar so that I can easily track and plan for my upcoming payments without missing any important dates."

Description

The Calendar Integration feature will allow users to sync their financial calendars with the SmartPay Scheduler. This integration will enable users to automatically receive updates on their payout schedules through their personal calendar apps (such as Google Calendar, Outlook, etc.). This functionality will enhance user experience by offering a centralized view of their financial planning activities, ensuring they are always informed of payout dates and can manage their budgeting more effectively based on their personal schedules.

Acceptance Criteria

User initiates the Calendar Integration feature to sync their financial calendar with SmartPay Scheduler for the first time.

Given a user is logged into SmartPay Scheduler, when they navigate to the Calendar Integration settings and select a calendar app (e.g., Google Calendar), then the user should be prompted to authorize the integration and see a confirmation message upon successful synchronization.

User receives payment reminders on their synced calendar after completing the setup of the Calendar Integration feature.

Given a user has successfully integrated their calendar with SmartPay Scheduler, when a payout date approaches (e.g., 3 days prior), then the user should receive a calendar event reminder automatically populated with the payout details.

User checks their personal calendar for upcoming payout dates after integrating their financial calendar with SmartPay Scheduler.

Given a user has synced their personal calendar, when they open their calendar app, then they should see a visual representation of all upcoming payout dates highlighted in the calendar on the scheduled dates.

User wishes to disconnect their personal calendar from SmartPay Scheduler after initial integration.

Given a user has previously connected their calendar, when they navigate to the Calendar Integration settings and select 'Disconnect', then the system should confirm the disconnection and remove all synced events from the personal calendar.

User encounters an error during calendar synchronization and needs to troubleshoot the issue.

Given a user attempts to connect their calendar but receives an error message, when they review the error details provided, then they should find clear instructions on how to resolve the issue and retry the synchronization process.

Personalized Payout Notifications

"As a user, I want to customize how I receive notifications for my upcoming payments so that I can ensure that I’m reminded in a way that suits my personal preferences and schedule."

Description

The Personalized Payout Notifications requirement aims to provide users with customizable notifications concerning their payouts. Users can set preferences for how and when they receive these alerts (via email, SMS, or in-app notifications). This feature will ensure that users are adequately informed of any approaching payouts, allowing them to plan their finances proactively. Additionally, the personalized approach will help cater to different user preferences, enhancing satisfaction and engagement with the platform.

Acceptance Criteria

User customizes payout notification preferences through their profile settings.

Given the user is logged in, when they navigate to the notification settings page and select notification preferences for payouts, then the user should be able to choose their preferred method of notification (email, SMS, in-app), and confirm the changes successfully.

User receives a notification for an upcoming payout according to their set preferences.

Given the user has set their notification preferences for payouts, when a payout is scheduled and it is 24 hours away, then the user should receive a notification through their selected method (email, SMS, in-app) informing them of the upcoming payout.

User successfully manages their notification preferences after initially setting them.

Given the user has previously set their payout notification preferences, when they access the notification settings page to modify their preferences, then they should be able to update their notification method and save the new settings, which should reflect updated preferences immediately.

A user tries to set an invalid notification preference.

Given the user is on the notification settings page, when they select an unsupported method of notification and attempt to save the changes, then an error message should be displayed indicating the selected option is invalid and the preferences should remain unchanged.

User receives reminders for upcoming payout notifications based on their preferences.

Given the user has selected to receive reminders for payout notifications, when a payout is set to occur in 48 hours, then the user should receive a reminder notification through their selected method (email, SMS, in-app) 48 hours before the payout.

Admin reviews and monitors user engagement with payout notifications.

Given the admin is reviewing user analytics, when they access the notification engagement report, then the report should accurately display user preferences, notification delivery success rates, and user interaction statistics with payout notifications.

User opts out from receiving payout notifications.

Given the user is on the notification settings page, when they select the option to opt out of all payout notifications and save the changes, then the user should stop receiving any notifications regarding payouts immediately and receive a confirmation of this change.

Financial Insights Dashboard

"As a user, I want a dashboard displaying my financial insights so that I can better understand my past and future payout patterns and make informed budgeting decisions."

Description

The Financial Insights Dashboard will provide users with a graphical representation of their payout history, future payouts, and budgeting trends. This dashboard will allow users to analyze their financial patterns, prompting informed decision-making regarding their spending and saving. By integrating this feature into the SmartPay Scheduler, users can utilize data analytics to enhance their financial planning and avoid cash flow gaps. The dashboard will be a critical tool for users wishing to optimize their personal budgeting strategies based on historical data and predicted payouts.

Acceptance Criteria

User Logs into the Financial Insights Dashboard to View Payout History.

Given the user has successfully logged into the system, when they navigate to the Financial Insights Dashboard, then they must see a clear graphical representation of their payout history for the last 12 months.

User Accesses Future Payouts Information from the Dashboard.

Given the user is on the Financial Insights Dashboard, when they select the 'Future Payouts' tab, then they must be able to view a list of upcoming payouts with the exact dates and amounts displayed clearly.

User Utilizes Budgeting Trends for Financial Planning.

Given the user is viewing the Financial Insights Dashboard, when they select the 'Budgeting Trends' feature, then the dashboard must provide visual analytics showing spending tendencies over the past three months.

User Receives Alerts for Significant Changes in Payout Patterns.

Given the user has set up alert preferences in the dashboard settings, when there is a significant change in their payout pattern (e.g., a reduction of more than 20% compared to the average), then the user should receive an automated notification via email.

User Compares Current Spending with Historical Data.

Given the user is accessing the Financial Insights Dashboard, when they choose to compare their current spending with the last three months' data, then they must see a side-by-side comparison graph that highlights any discrepancies.

User Customizes Financial Dashboard Settings for Personal Preferences.

Given the user is in the settings section of the Financial Insights Dashboard, when they change their display preferences (such as choosing dark mode or adjusting font size), then those changes should be saved and applied immediately upon returning to the dashboard.

User Exports Financial Data from the Dashboard for External Use.

Given the user is viewing their Financial Insights Dashboard, when they click on the 'Export Data' button, then the system must allow them to download their financial data in a CSV format without errors occurring during the export.

Payout Boost Rewards

Payout Boost Rewards incentivizes workers to opt for certain payout frequencies by offering bonuses for choosing less frequent pay cycles, such as bi-weekly payouts. This feature not only encourages responsible financial habits but also rewards loyalty and consistency, ultimately fostering a sense of community and financial empowerment among the workforce.

Requirements

Flexible Payout Frequency Selection

"As a construction worker, I want to select my payout frequency so that I can manage my finances better and receive my earnings at a schedule that suits my lifestyle."

Description

This requirement involves implementing a feature that allows workers to select their desired payout frequency from multiple options, such as weekly, bi-weekly, or monthly. It should provide a user-friendly interface for selecting and modifying payout frequencies easily. This flexibility encourages responsible financial management and empowers workers to make choices that best suit their needs, ultimately boosting satisfaction and loyalty. Additionally, an intuitive notification system will inform users of upcoming payouts and any changes to their selections, enhancing user engagement and transparency.

Acceptance Criteria

User selects their payout frequency for the first time during onboarding.

Given a new user during onboarding, when they reach the payout frequency selection step, then they should see an intuitive interface to choose from available options (weekly, bi-weekly, monthly) and confirm their selection without errors.

User changes their payout frequency after the initial selection.

Given an existing user with a set payout frequency, when they access the payout frequency settings, then they should be able to change their payout frequency option and receive a confirmation message upon successful update.

User receives notification of an upcoming payout based on their selected frequency.

Given a user has selected a bi-weekly payout frequency, when the payout date is approaching, then the user should receive a notification at least 3 days prior to the payout date reminding them of the upcoming payment.

User views their payout history and the frequency associated with each payment.

Given a user in the payout history section, when they check their past payouts, then they should see a detailed view including dates and the selected payout frequency for each payment without discrepancies.

User is informed of any changes to payout frequency from the employer or system admin.

Given a user has chosen their payout frequency, when there is a change to the payout policy or available frequency options, then the user should be notified via the app and email about the change before it takes effect.

Administrator manages and updates available payout frequency options.

Given an administrator in the payout settings dashboard, when they update the options for payout frequencies, then the new options should be reflected in the user selection interface immediately after the update without any downtime.

Payout Incentive Structure

"As a construction worker, I want to receive bonuses for choosing less frequent payout options so that I can benefit from extra earnings while managing my cash flow effectively."

Description

This requirement outlines the creation of a structured incentive system that rewards workers for selecting less frequent payout options. The system will calculate bonuses based on the selected frequency and ensure that notifications about these incentives are prominently displayed in the user interface. This feature aims to promote financial literacy by encouraging workers to opt for bi-weekly or monthly pay schedules, which can lead to better budgeting and savings habits. The incentive structure will also include calculations for total bonuses earned, providing transparency and motivation.

Acceptance Criteria

When a worker logs into their Constructify account and navigates to the payout preferences section, they can clearly see the available payout options and associated bonuses for selecting bi-weekly or monthly pay cycles.

Given the worker is on the payout preferences page, When they select the bi-weekly or monthly payout option, Then the system should display the bonus amount that will be earned for that selection prominently on the page.

As a worker considering their payout frequency, they receive timely notifications about the Payout Boost Rewards and any bonuses associated with their selected payout option.

Given the worker has not yet selected a payout frequency, When they log in post system update, Then they should receive a notification about the Payout Boost Rewards program explaining the benefits of less frequent payout options and the bonuses available.

When workers select a less frequent payout option, they expect to see a clear breakdown of their total bonuses earned from participating in the Payout Boost Rewards program.

Given a worker selects bi-weekly payout frequency, When they check their bonuses after the first pay period, Then the system should display a detailed summary of total bonuses earned through the Payout Boost Rewards on their dashboard.

Workers are incentivized to switch to less frequent payout options during the hiring process and onboarding period.

Given a new worker is onboarded into Constructify, When they go through the onboarding tutorial, Then they should be presented with information on the Payout Boost Rewards and its benefits during the tutorial process.

Workers want to understand how opting for a less frequent payout affects their overall financial planning and budgeting.

Given a worker views their payout structure, When they click on the 'Learn More' link next to the Payout Boost Rewards, Then they should be directed to informative content explaining the benefits of financial literacy in relation to payout frequencies.

Integrated Communication System

"As a construction worker, I want to receive notifications about my payouts and bonuses so that I can make informed financial decisions and stay up-to-date with my earnings."

Description

The requirement includes the development of an integrated communication feature that notifies users about their payout selections, bonus opportunities, and reminders for pending pay periods. This system should be linked to mobile and email notifications, allowing workers to stay informed in real-time about their payout status and any changes made to their selections. Effective communication will enhance user experience, ensuring that workers feel engaged and aware of their financial options. The system must comply with security and privacy regulations to protect user data.

Acceptance Criteria

User receives a notification about their selected payout frequency via both mobile and email.

Given that a worker has selected a payout frequency, when the pay period approaches, then they should receive a notification via mobile and email detailing their payout selection and bonus opportunities.

Payout Boost Rewards system successfully updates users on bonus eligibility for choosing bi-weekly payouts.

Given that a worker opts for bi-weekly payouts, when they become eligible for a bonus, then they should receive a notification detailing the bonus amount and how to claim it.

Users can update their payout preferences and receive confirmation notifications.

Given that a worker updates their payout selection, when the update is saved, then they should receive a confirmation notification via mobile and email stating their new selection and next payout date.

User privacy and security are maintained while receiving payout notifications.

Given that notifications are sent to users, when personal data is processed, then the system must comply with security and privacy regulations to protect user information.

Workers are reminded about pending pay periods and any required actions.

Given that a pay period is nearing, when the system checks for pending pay periods for users, then it must send reminders about upcoming pay dates and any actions needed to proceed.

System logs user interactions for auditing purposes.

Given that a worker interacts with the payout notification system, when a notification is sent, then the system must log the event with relevant user data for auditing purposes.

Notifications are sent in a timely manner as per configured intervals.

Given that a pay cycle is defined, when the system calculates notification intervals, then notifications must be sent out at least 24 hours before the payout date without delays.

Multi-Currency Flexibility

Multi-Currency Flexibility allows workers in diverse locations to receive payments in their preferred currency. This feature facilitates seamless international transactions, ensuring that field workers can access their funds without incurring excessive conversion fees, thereby supporting a global workforce and fostering inclusivity.

Requirements

Dynamic Currency Exchange Rates

"As a field worker, I want to receive my payments in my local currency with the most accurate exchange rate so that I can understand exactly how much money I will receive without worrying about fluctuations."

Description

The Dynamic Currency Exchange Rates requirement involves implementing an automated system that continuously updates exchange rates in real-time. This feature ensures that when workers receive payments in their preferred currency, the conversion rates are current and reflect the market accurately. It enhances trust and transparency in the payment process and helps workers understand the exact amount they will receive in their local currency. By integrating with reliable financial data sources, Constructify can provide seamless and efficient transaction processes, thereby minimizing discrepancies and supporting accurate financial planning for its users.

Acceptance Criteria

Real-time Currency Conversion for Worker Payments

Given that a worker has selected their preferred currency and has performed the required work, when they initiate a payment request, then the system should automatically convert the payment amount using the current market exchange rate from an integrated financial data source, with less than a 1% discrepancy anticipated.

Historical Rate Comparison for Transparency

Given that a worker receives a payment in their preferred currency, when they view the transaction details, then the system should display the exchange rate used at the time of payment and offer a comparison against the previous day's rate for transparency.

Notification of Exchange Rate Updates

Given that exchange rates fluctuate, when a worker's selected currency experiences a change in the exchange rate, then the system should notify the worker via an app or email alert within 5 minutes of the update to keep them informed of potential impacts on their payments.

Validation of Payment Amounts

Given that a worker is set to receive a payment in their local currency, when the payment process is executed, then the system must validate that the received payment amount matches the expected amount calculated based on the current exchange rate, ensuring accuracy in the transaction.

Audit Trail of Currency Conversion

Given each payment made through the platform, when an administrator reviews payment history, then there should be a comprehensive audit trail showing the original payment amount, conversion rate used, and final amount paid, ensuring accountability and traceability.

Support for Multiple Currency Profiles

Given a construction firm managing a diverse workforce, when they set up worker profiles, then the system must allow each worker to select multiple preferred currencies and default settings for payments, ensuring flexibility and inclusivity in payment processes.

User-Friendly Interface for Currency Selection

Given that workers need to receive payments in their preferred currency, when they access their payment settings, then the interface should allow for easy selection and changes to their preferred currency with straightforward navigation and clear instructions.

Automated Payment Processing

"As a payroll administrator, I want the platform to automatically process multi-currency payments on schedule so that I can focus on other tasks while ensuring workers are paid accurately and on time."

Description

The Automated Payment Processing requirement encapsulates the ability for Constructify to automatically process payments to workers in their selected currencies according to a predefined schedule. This feature reduces manual effort, minimizes human error, and ensures timely payment disbursement. The integration will be essential for maintaining compliance with various international payroll regulations, and it will also enhance worker satisfaction by ensuring they receive their payments on time and without complications. Additionally, this functionality supports various payment methods and platforms across different countries, allowing for greater flexibility in how workers can receive their payments.

Acceptance Criteria

Worker initiates payment request for international transfer in their local currency.

Given that a worker has successfully logged into their account, when they request a payment in their local currency, then the system should process the payment request without errors and notify the worker of the transaction details.

Payroll administrator schedules automatic payments for multiple workers across different currencies.

Given that a payroll administrator has set up the payment schedule, when the scheduled time arrives, then the system should automatically process all payments in the selected currencies and generate a report of the transactions completed.

Worker receives payment notification for a successful transaction in their chosen currency.

Given that the payment has been processed, when the payment transfer is completed, then the worker should receive a notification via their preferred communication channel confirming the transaction details, including the amount and currency.

System handles currency conversion accurately during payment processing.

Given that a worker selects a payment in a currency different from the platform's default, when the payment is processed, then the system should apply the current exchange rate accurately and display the conversion amount in the worker's transaction history.

Compliance with international payroll regulations during payment processing.

Given that the system is configured for a specific country, when payments are processed for workers in that country, then the system should adhere to local payroll compliance regulations and generate necessary documentation for audit purposes.

Payment method selection by the worker for receiving payments.

Given that a worker is in the payment settings section, when they select a payment method from the available options, then the system should save the selection and allow the worker to receive payments through their chosen method without issues.

Monitoring and reporting on transaction success rate for payments processed.

Given that the system has processed payments, when the payroll manager accesses the transaction logs, then they should see a breakdown of successful and failed transactions, along with reasons for any failures.

User-Defined Currency Preferences

"As a worker, I want to choose my preferred currency for payment so that I can receive my earnings in a way that is most convenient for me and avoid unnecessary conversion fees."

Description

The User-Defined Currency Preferences requirement allows workers to select their preferred currency for payments through an easy-to-use interface. This customization capability is meant to provide each user with the freedom to manage their financial preferences, catering to the diverse backgrounds within the workforce. By allowing workers to choose their currency, Constructify not only promotes inclusivity but also enhances user experience and satisfaction. The system should store these preferences securely and allow users to update them as needed, supporting a flexible and user-centric approach.

Acceptance Criteria

User selects their preferred currency during initial setup in the Constructify application.

Given the user is on the currency selection page, When they view the available currencies, Then they should be able to select their preferred currency and save it.

User attempts to change their preferred currency after initially setting it.

Given the user is on the currency preferences page, When they select a new currency and click 'Save', Then the system should update their preferences without errors and display a confirmation message.

User wants to view their current currency preference.

Given the user is logged in and on the account settings page, When they navigate to currency settings, Then their selected currency should be displayed clearly.

User from a specific country attempts to receive a payment in their selected currency.

Given the user has set their preferred currency, When a payment is processed, Then the payment should be correctly converted and reflected in the user's preferred currency without additional fees.

User with outdated currency preferences tries to receive a payment.

Given the user has not updated their currency preferences for over a year, When they attempt to process a payment, Then they should receive a prompt to review and update their currency preference before the payment is completed.

User checks for available currencies in the application.

Given the user is accessing the currency selection feature, When they view the list of supported currencies, Then all available currencies should be displayed correctly in the interface without discrepancies.

Compliance with International Payment Regulations

"As a compliance officer, I want to ensure that all multi-currency payments made to our workers comply with international regulations so that our company avoids legal issues and maintains ethical standards."

Description

The Compliance with International Payment Regulations requirement ensures that all multi-currency transactions by Constructify adhere to the varying financial regulations and laws in different regions. This is crucial to safeguard the company against potential legal entanglements and promote ethical standards in financial dealings. The requirement encompasses the necessary legal framework for payroll processing to uphold transparency, as well as auditing capabilities that track and report payment activities in a compliant manner. This compliance facilitates smooth operations and establishes trust among workers and stakeholders in the construction industry.

Acceptance Criteria

Validation of Currency Selection for Payroll Transactions

Given a worker has selected their preferred currency in their profile, when payroll is processed, then the worker receives their payment in the selected currency without discrepancies.

Audit Trail for Multi-Currency Transactions

Given a multi-currency payment is executed, when an audit report is generated, then it must include accurate records of the transaction, including the currency used, the conversion rate applied, and timestamps of the transaction.

Compliance with Local Tax Regulations in Multiple Regions

Given a worker is based in a specific region, when the payment is processed, then the system ensures compliance with that region's tax regulations, including withholding taxes, and provides a report on these deductions.

Error Handling for Currency Conversion Failures

Given a payment in a foreign currency, when the currency conversion fails, then the system should notify the payroll administrator of the error and prevent payment processing until resolved.

Notification for Currency Rate Fluctuations

Given a worker's payment is scheduled to be processed in a foreign currency, when the currency rate fluctuates significantly, then the worker should receive a notification before payment is finalized.

Integration with Banking APIs for Real-Time Conversion Rates

Given a multi-currency payment is initiated, when the system checks for current exchange rates, then it retrieves and applies the latest rates from integrated banking APIs before processing the payment.

Compliance Reporting for Regulatory Audits

Given the need for compliance with international payment regulations, when a compliance report is generated, then it should include detailed information about all multi-currency transactions and their compliance status.

Reporting and Analytics for Multi-Currency Transactions

"As a manager, I want to access reports on multi-currency transactions so that I can evaluate payment efficiency and make informed decisions regarding payroll strategies."

Description

The Reporting and Analytics for Multi-Currency Transactions requirement focuses on providing detailed insights into payment activities across different currencies. This feature will allow stakeholders and administrators to track trends, monitor performance, and analyze costs associated with currency conversions. Enhanced reporting capabilities will enable the company to evaluate the effectiveness of its payment strategies and provide feedback on areas for improvement. The implementation involves creating dashboards that present clear analytics tailored to the needs of diverse users, including both workers and management personnel.

Acceptance Criteria

Admin Dashboard for Multi-Currency Reporting

Given the administrator is logged into the Constructify platform, when they navigate to the reporting section, then they should see an option to select 'Multi-Currency Transactions' which displays real-time payment data in various currencies for the selected time period.

User Preferences for Currency Selection

Given a field worker is logged into their account, when they go to their payment settings, then they should be able to select their preferred currency from a dropdown list, and upon saving, this preference should be reflected in their next payment transaction.

Monthly Analytics Report Generation

Given an administrator has selected the 'Multi-Currency Analytics' option, when they request a monthly report, then the system should generate a report that includes total payments processed, currency conversion costs, and trend analysis for both workers and management review by the end of the month.

Real-Time Currency Conversion Update

Given that the transactions are processed in real-time, when a user makes a payment in a foreign currency, then the transaction should reflect the current exchange rate immediately and display any conversion fees applied before finalization.

Historical Data Access for Currency Trends

Given that a user is accessing the reporting dashboard, when they request historical data, then they should be able to filter reports by date range and currency, viewing trends in payments and conversion costs over time accurately.

Notification of Significant Currency Fluctuations

Given that payment processing is occurring, when a currency exchange rate variation exceeds a pre-defined threshold, then the system should notify the administrator and relevant users via email or in-app notification for review.

Visual Representation of Currency Performance

Given that the user is in the reporting section, when they access the 'Multi-Currency Performance' graph, then they should see a visual representation (chart or graph) displaying the performance of various currencies over the selected period with clear labeling for each currency.

Budgeting Tool Integration

The Budgeting Tool Integration links users’ payout options with a built-in budgeting tool that tracks income and expenses in real-time. This feature helps workers manage their finances more effectively, providing visual insights and personalized recommendations for spending based on their payout frequency, ultimately promoting better financial health.

Requirements

Real-time Expense Tracking

"As a construction worker, I want to track my expenses in real-time so that I can quickly identify areas where I need to cut back and save money for upcoming projects."

Description

The Real-time Expense Tracking requirement enables users to automatically record and categorize their expenses using the Budgeting Tool Integration. This functionality is critical as it allows workers to have a clear overview of their spending patterns, helping them respond promptly to financial trends. Integration with existing payout options means these records will be updated automatically with each transaction, ensuring users are always working with the most current data. This requirement ultimately drives better financial management by promoting user awareness of their financial standing and encouraging proactive behavior to meet budgeting goals.

Acceptance Criteria

User accesses the budgeting tool after receiving their payout to review their real-time expenses and track spending patterns.

Given the user has just received their payout, When they open the budgeting tool, Then the expenses should automatically update to reflect the latest transactions within 5 minutes.

User categorizes an expense manually and checks if it appears correctly within the budgeting tool's summary.

Given the user has recorded a manual expense, When they check the expense categories in the budgeting tool, Then the expense should be visible in the correct category immediately after recording.

User wants to view a graphical representation of their spending over the past month in the budgeting tool.

Given the user selects the 'Monthly Overview' option, When they view the graphical representation, Then it should accurately reflect all expenses categorized for the past month with clear labels for each category.

User receives personalized recommendations based on their spending habits displayed in the budgeting tool.

Given the user has used the budgeting tool for at least one month, When they access the recommendations feature, Then they should receive tailored suggestions for at least three categories based on their spending behavior.

User wants to know if their expenses exceed their income for the month using the budgeting tool.

Given the user inputs their income for the month, When they review the total expenses in the budgeting tool, Then they should receive a prompt indicating whether they are within budget or overspending based on current data.

User checks the history of their tracked expenses to identify patterns over time.

Given the user accesses the 'Expense History' section, When they select a timeframe for analysis, Then they should see a chronological list of all expenses within that period, categorized accurately.

User wants to receive alerts for when their spending in a category approaches a set budget limit.

Given the user has defined a budget limit for a category, When their expenses in that category reach 90% of the limit, Then the user should receive an alert notification prompting them to review that category.

Visual Budget Analytics

"As a construction worker, I want to see visual representations of my income and expenses so that I can easily understand my financial situation and adjust my spending habits accordingly."

Description

The Visual Budget Analytics requirement involves developing a feature within the Budgeting Tool that provides users with graphical representations of their income, expenses, and savings over time. This will include charts, graphs, and other visual tools that make it easier for users to interpret their financial data at a glance. Such visuals are instrumental in enhancing user engagement and understanding, allowing users to quickly analyze their financial health and make informed decisions. This requirement is essential for empowering users to manage their finances effectively and with confidence.

Acceptance Criteria

User accesses the budgeting tool to identify current financial status and trends based on income and expense data over the past month.

Given the user has accessed the Visual Budget Analytics feature, when they review their income, expenses, and savings over the past month, then they should see clear graphical representations such as bar charts and pie charts displaying their financial data accurately.

User wants to analyze their spending habits based on their financial data for the past quarter.

Given the user selects a quarterly view in the Visual Budget Analytics tool, when the data is displayed, then the user should be able to view comparative charts showing month-over-month spending with color-coded categories for easy distinction.

User is interested in receiving personalized financial recommendations based on their spending behavior.

Given the Visual Budget Analytics feature is integrated with a recommendation engine, when the user reviews their financial visuals, then they should receive actionable spending tips tailored to their financial patterns displayed alongside their graphical data.

User encounters a technical issue while generating their financial visualizations.

Given the user attempts to generate visualizations, when an error occurs, then the system should provide a meaningful error message guiding the user on how to resolve the issue.

User wants to export their budget analytics visuals for reporting purposes.

Given the Visual Budget Analytics feature, when the user selects the export option, then they should be able to download their financial visuals in a common format such as PDF or JPEG.

User seeks to customize the date range for the financial data displayed in the Visual Budget Analytics tool.

Given the user is in the Visual Budget Analytics feature, when they select a custom date range, then the system should successfully update the visuals to reflect the data for the selected time period without any discrepancies.

User is curious about historical trends in their finances over a year.

Given the user requests to see annual trends in the Visual Budget Analytics, when they select a yearly view, then the system should present visual indicators of income, expenses, and savings across each month of the selected year, facilitating easy longitudinal analysis.

Personalized Budget Recommendations

"As a construction worker, I want to receive personalized budgeting recommendations so that I can effectively plan my spending and savings according to my income pattern."

Description

The Personalized Budget Recommendations requirement focuses on leveraging user data to generate tailored budgeting advice and strategies based on the individual’s payment schedule and spending habits. By analyzing historical transaction data and patterns, the tool will suggest optimal budget allocations that align with users' financial goals. This capability not only aids in financial planning but also educates users on best practices for managing their funds. This requirement will greatly enhance user experience and satisfaction by providing actionable insights that promote financial literacy.

Acceptance Criteria

User sets up their profile and payment frequency, enabling personalized budgeting recommendations to be tailored to their financial situation.

Given a user has completed their profile and input their payment frequency, when they access the budgeting tool, then the system should provide personalized budget recommendations based on their payment schedule and spending habits.

Users view their budget recommendations within the budgeting tool after receiving their latest payout.

Given a user receives their latest payout, when they log into the budgeting tool, then the system should display updated budget recommendations reflecting their most recent financial information and habits.

During a financial review session, users want to understand how their historical spending impacts current recommendations.

Given a user selects the historical spending analysis option, when they analyze their past transactions, then the system should illustrate how their previous spending patterns influence the current budgeting recommendations.

Users receive a notification about a new set of personalized recommendations after completing a budgeting cycle.

Given a user has completed a budgeting cycle, when the next payout is received, then the system should notify the user of new personalized recommendations based on the analysis of the previous cycle's performance.

User wants to adjust their budgeting recommendations based on new financial goals they have set.

Given a user updates their financial goals in the budgeting tool, when they save these changes, then the system should adapt the existing recommendations to align with the new goals within 24 hours.

Users access the budgeting tool for the first time and require guidance on how to utilize the personalized budget recommendations effectively.

Given a new user accesses the budgeting tool, when they initiate the onboarding process, then the system should provide a tutorial or tips for understanding and utilizing personalized budgeting recommendations.

Automated Income and Expense Sync

"As a construction worker, I want my income and expenses to sync automatically with the budgeting tool so that I can spend less time on bookkeeping and more time on my projects."

Description

The Automated Income and Expense Sync requirement ensures that user income and expenditures are seamlessly integrated with the budgeting tool as soon as they are processed. This means that as payments are made or received, they are automatically reflected in the user’s financial overview without the need for manual entry. Automating this process improves accuracy, saves time, and reduces the likelihood of errors. This integration is vital for maintaining an up-to-date financial outlook, allowing users to respond promptly to their evolving financial landscape.

Acceptance Criteria

User receives a payment and expects it to be automatically reflected in their budgeting tool.

Given a payment is processed, when the user checks their budgeting tool, then the income section should be updated to reflect the new payment amount within 5 minutes of receipt.

User incurs an expense and wants it to be recorded in the budgeting tool without manual entry.

Given an expense is recorded, when the user accesses their budgeting tool, then the expense section should be updated to show the new expense instantly without the user needing to input any data.

User checks their financial overview at the end of the month to review incomes and expenses for accuracy.

Given the budgeting tool has received multiple transactions throughout the month, when the user views their financial overview, then the totals for income and expenses should match the respective sums of all transactions recorded within that month.

User connects a new bank account to the system to track income and expenses automatically.

Given a user connects a new bank account, when the first transaction from this account occurs, then it should be automatically synced to the budgeting tool and categorized correctly without errors.

User adjusts their payout frequency in the settings of the application.

Given the user changes the payout frequency, when a payment is made on the new frequency schedule, then it should appear in the budgeting tool reflecting the correct amount based on the new payout frequency.

User attempts to temporarily disable the automatic sync feature for their budgeting tool.

Given the user disables the automatic sync, when a new transaction occurs, then the budgeting tool should not update automatically, allowing the user to enter it manually if they choose to do so later.

User experiences a transaction failure and needs to identify discrepancies in their budgeting tool.

Given a transaction fails to process, when the user checks their budgeting tool, then an alert should be displayed indicating the failed transaction and prompting the user to resolve the issue.

Notifications for Budget Alerts

"As a construction worker, I want to receive notifications when I'm nearing my budget limits so that I can adjust my spending in real-time and avoid going over budget."

Description

The Notifications for Budget Alerts requirement is designed to keep users informed of their financial activities through timely alerts when they approach or exceed their budget limits. This feature is critical for prompting users to adhere to their financial plans and encourages disciplined spending habits. Users can customize their alert settings based on their personal preferences and financial goals. This requirement serves as a crucial management tool that enhances user engagement and promotes accountability for their financial management.

Acceptance Criteria

User receives a budget alert when their spending reaches 90% of their set budget limit.

Given a user has a budget set at $1,000, when their total spending reaches $900, then the user should receive a notification alerting them they are at 90% of their budget.

User can customize budget alert settings according to their preferences.

Given a user accesses the notification settings, when they select their desired alert thresholds and notification types, then the system should save these preferences and apply them to future alerts.

User is alerted immediately when they exceed their budget limit.

Given a user has a budget set at $1,000, when their total spending exceeds $1,000, then the user should receive a notification that they have exceeded their budget.

User can set multiple budgets and receive alerts for each budget limit individually.

Given a user has set multiple budgets for different categories (e.g., travel, groceries), when they approach any category's limit, then the user should receive a specific notification for that category.

User can view a history of their budget alerts for tracking purposes.

Given a user wants to review their budget alerts, when they access the budget alerts history feature, then the user should see a list of past alerts with timestamps and details of each alert.

User receives alerts via their preferred notification method (e.g., email or SMS).

Given a user has selected SMS as their preferred notification method, when their budget alert conditions are met, then the user should receive the alert via SMS.

User can toggle budget alerts on and off for different budgets.

Given a user accesses their budget settings, when they choose to disable alerts for a specific budget, then the system should stop sending alerts for that budget while keeping alerts active for others.

Integration with Payroll Systems

"As a construction worker, I want my budgeting tool to integrate with my payroll system so that my income data is updated automatically without manual entry, making my budgeting process easier and more accurate."

Description

The Integration with Payroll Systems requirement involves creating a seamless connection between the Budgeting Tool and leading payroll systems used in the construction industry. This integration will facilitate automatic updates of income entries based on payroll cycles, ensuring that financial tracking is always accurate and current. By allowing direct synchronization between earnings from payroll and user budgeting, this feature will reduce administrative burden and foster accurate financial overview, ultimately promoting more effective financial management.

Acceptance Criteria

User connects their budget tracking tool with their payroll system to receive automatic updates on their income.

Given a user has linked their payroll account to the Budgeting Tool, when the payroll cycle completes, then the Budgeting Tool should automatically update the income entries without user intervention.

A financial report is generated after the user has received updated income entries from their payroll integration.

Given the user has received updated income entries, when the user requests a financial report, then the report should reflect all income accurately tracked against expenses for the designated period.

User adjusts their payout frequency settings to see if the budgeting tool adjusts recommendations accordingly.

Given the user changes their payout frequency in the settings, when the user opens the budgeting tool, then the recommendations for spending should adjust based on the newly set frequency.

An administrator reviews the integration to ensure compliance with payroll system standards.

Given the integration is in place, when the administrator runs a compliance check, then the integration must align with the latest standards and protocols set forth by payroll systems.

User encounters a potential issue during the integration process and seeks help.

Given a user attempts to connect their payroll system and fails, when the user clicks on the help button, then a detailed troubleshooting guide should be provided to assist with common errors.

A user receives notifications for any discrepancies between payroll and budgeting tool data.

Given the data from payroll is synchronized, when there is a discrepancy in income reported and budgeting tool entries, then the user should receive a notification alerting them of the discrepancy.

User logs into the budgeting tool for the first time post-integration to review their financial health.

Given the user logs into the budgeting tool after integrating payroll, when they view their dashboard, then the income and expense visualizations must display accurate real-time financial health indicators based on the latest data.

Payout History Tracker

Payout History Tracker provides field workers with a comprehensive view of all past payouts, including dates, amounts, and frequency choices. This feature enhances transparency, enabling users to review their earning patterns and assess the impact of their selected payout options, helping them make informed financial decisions.

Requirements

Payout Record Access

"As a field worker, I want to access my payout history so that I can track my earnings over time and make informed decisions about my financial options."

Description

The Payout Record Access requirement enables field workers to securely log into their accounts and access a detailed history of all their payouts directly from the Constructify platform. This requirement enhances user experience by allowing workers to view payout information, including dates, amounts, and different frequency options. It integrates seamlessly with the existing user authentication and data management systems of Constructify, ensuring secure access to sensitive financial data while maintaining a user-friendly interface. By providing this historical payout data, field workers can evaluate their earning patterns over time, improve financial literacy, and make better decisions regarding their payout preferences, ultimately contributing to higher job satisfaction and trust in the platform.

Acceptance Criteria

Field worker securely logs into their Constructify account to access their payout history on a mobile device after a work shift.

Given the worker has valid login credentials, when they enter their username and password correctly, then they should be granted access to view their full payout history including dates, amounts, and frequency options.

Field worker reviews their past payouts for the last month to assess their earnings.

Given the worker is logged into the system, when they navigate to the payout history section, then they should see a list of all payouts for the last month with accurate dates and amounts displayed.

Field worker changes their payout frequency preference based on their payout history insights.

Given the worker is viewing their payout history, when they select a new frequency option and submit the change, then the system should update their payout preferences and confirm the change with a success message.

Field worker attempts to access their payout history without logging in first.

Given the worker is not logged into their account, when they try to access the payout history link, then they should be redirected to the login page and prompted to enter their credentials.

Field worker encounters a technical issue while trying to view their payout history.

Given the worker is logged in and attempts to access the payout history, when the system encounters an error, then an appropriate error message should be displayed, and they should be given the option to report the issue.

Field worker accesses the payout history on a desktop after being away from work for a week.

Given the worker has been inactive for a week, when they log in to their account, then they should be able to view an up-to-date payout history reflecting all recent transactions.

Field worker logs in from a public computer to access their payout history.

Given the worker logs in successfully on a public computer, when they finish reviewing their payout history and log out, then their session must terminate securely to prevent unauthorized access by others.

Payout Notification Alerts

"As a field worker, I want to receive notifications of new payouts so that I can stay updated about my earnings and take necessary actions promptly."

Description

The Payout Notification Alerts requirement involves implementing a notification system within the Constructify platform that automatically alerts field workers when there is a new payout recorded in their accounts. These alerts can be delivered via email, mobile app notifications, or SMS, depending on user preferences. The requirement enhances the communication strategy for the platform, ensuring that users are kept informed about their financial activities in real time. This solution not only aids in financial awareness but also increases engagement with the platform, as workers are more likely to review their account with timely updates about their earnings, thereby fostering a sense of control over their finances.

Acceptance Criteria

Notification Delivery via Email

Given a field worker has opted for email notifications, when a new payout is recorded, then the worker receives an email alert containing the payout details (date, amount, frequency).

Notification Delivery via Mobile App

Given a field worker has the Constructify mobile app installed and notifications enabled, when a new payout is recorded, then the worker receives a push notification on their mobile device with the payout information.

Notification Delivery via SMS

Given a field worker has selected SMS as their notification preference, when a new payout is recorded, then the worker receives an SMS alert with the payout amount and date.

User Preference Management

Given a field worker accesses their notification settings, when they update their preferred notification method for payouts, then the system saves the updated preference successfully and reflects it in subsequent notifications.

Notification Receipt Confirmation

Given a field worker receives a payment notification through any method, when they open the notification, then the system logs the receipt confirmation and timestamps the acknowledgment.

Notification Frequency Selection

Given a field worker navigates to their notification preferences, when they select a notification frequency (immediate, daily, or weekly), then the system accurately configures the notification timing based on their selection.

Multi-Language Support for Notifications

Given a field worker has selected a preferred language in their profile, when a new payout is recorded, then the notifications delivered to the worker are in the selected language.

Payout Frequency Customization

"As a field worker, I want to customize my payout frequency so that I can manage my cash flow effectively based on my financial needs."

Description

The Payout Frequency Customization requirement empowers field workers to select their preferred payout frequency (e.g., daily, weekly, bi-weekly, or monthly) within their account settings. This feature allows users to tailor their financial processes according to their individual needs and lifestyle choices. Integration with the current payment processing system ensures that any changes the user makes are updated in real-time to avoid any discrepancies. This capability is vital for enhancing user satisfaction and financial autonomy, as it ensures that workers can receive their earnings according to their circumstances without having to adhere to a one-size-fits-all system.

Acceptance Criteria

Field Worker selects a payout frequency in their account settings.

Given a field worker is logged into their account, when they navigate to the payout settings, then they should see options for daily, weekly, bi-weekly, and monthly payout frequencies, and they can select their preferred option.

Field Worker changes their payout frequency and saves the changes.

Given a field worker has selected a new payout frequency, when they click save, then the system should confirm the change, and the new frequency should be reflected in their payout settings immediately.

Field Worker reviews their payout history after changing the payout frequency.

Given a field worker has changed their payout frequency, when they access the payout history, then the records should display all past payouts according to the new frequency while maintaining accurate dates and amounts.

Field Worker attempts to select an unsupported payout frequency.

Given a field worker is trying to select a payout frequency outside of the available options, when they attempt to save that selection, then they should receive an error message stating the option is not valid.

Field Worker checks if payout frequency change is reflected in the payment processing system.

Given a field worker has changed their payout frequency, when the payment processing system is queried, then the new payout frequency should correspond with the worker’s selected frequency in their account settings.

Compliance check for payout frequency customization determined by regulatory standards.

Given the payout frequency customization, when regulatory guidelines are reviewed, then all available payout options must comply with labor laws and payment regulations within the construction industry.

Field Worker receives confirmation notification after changing payout frequency.

Given a field worker has successfully changed their payout frequency, when they save the changes, then a notification should be sent to their registered email confirming the update to their payout frequency.

Payout Report Generation

"As a field worker, I want to generate detailed payout reports for specific periods so that I can analyze my earnings and better plan my finances."

Description

The Payout Report Generation requirement allows field workers to generate personalized reports on their payout history for specific timeframes. This feature provides an easy-to-use interface where workers can select the start and end dates for the report period. The generated reports will include detailed breakdowns of how much has been earned, the frequency of payouts, and any changes made to payout preferences over that period. This integration with data analytics provides users with insights into their earnings trends, helping them to make informed financial choices and setting realistic expectations for future payouts.

Acceptance Criteria

Field worker wants to generate a payout report for the last month to analyze their earnings and payout frequency.

Given a field worker has accessed the Payout Report Generation feature, when they input the start date and end date for the report, then the system should generate a report that accurately reflects the worker's total earnings, payout frequency, and any changes to payout preferences within the specified period.

A field worker is reviewing their payout report for a custom date range to ensure it matches their expectations.

Given a field worker has generated a payout report for a custom date range, when they compare the report details to their payout history records, then the report should precisely match their historical payout data for the specified dates, including all amounts and dates of payouts.

A field worker wants to know if the generated report provides insights into their earnings trends over time.

Given a field worker generates a payout report for a six-month period, when they analyze the report, then it should include clear insights such as total payouts, average payout per month, and any notable trends in earnings or frequency changes over that time frame.

A field worker needs to know how to select dates for their payout report generation.

Given a field worker accesses the Payout Report Generation interface, when the worker hovers over the date selection fields, then there should be tooltips or help texts providing clear guidance on how to select appropriate start and end dates for their report.

A field worker wants to generate a report but accidentally inputs an invalid date range.

Given a field worker attempts to generate a payout report, when they input an end date that is earlier than the start date, then the system should display an error message indicating that the date range is invalid and prompt the user to correct their selection before generating the report.

A field worker is using the Payout Report Generation feature and wants to see the frequency of payouts along with the total amount.

Given a field worker initiates a payout report for a selected timeframe, when the report is displayed, then the report should include distinct sections that state the total earnings and the frequency of payouts during that period (e.g., weekly, bi-weekly, monthly).

User Feedback System for Payouts

"As a field worker, I want to provide feedback on my payout experience so that I can help improve the process for myself and others."

Description

The User Feedback System for Payouts requirement provides a mechanism where field workers can give feedback on the payout process and their overall experience. This feature will include a simple feedback form accessible from the payout history section of the platform. Integrating feedback into the existing platform will help Constructify capture user sentiments and identify areas for improvement in the payout process. Such continuous feedback loops are essential for improving user satisfaction and trust, as users feel their voices are heard and valued.

Acceptance Criteria

Field Worker Accessing Feedback Form from Payout History Section.

Given that a field worker is logged into the Constructify platform, when they navigate to the 'Payout History' section, then they should see a clearly labeled 'Provide Feedback' button that opens the feedback form.

Field Worker Submission of Feedback through the Form.

Given that a field worker has filled out the feedback form, when they click the 'Submit Feedback' button, then a confirmation message should appear, and their feedback should be recorded in the system.

Field Worker Reviews Their Submitted Feedback.

Given that a field worker has submitted feedback, when they return to the 'Payout History' section, then they should see an option to view their past feedback submissions along with any responses or updates from the management.

Admin Review of Feedback for Actionable Insights.

Given that feedback has been submitted by field workers, when an admin accesses the feedback report page, then they should see a summary of all feedback submissions categorized by issue type, date, and worker ID.

Feedback System Integration with Backend Database.

Given that feedback is submitted through the feedback form, when a field worker views their feedback history, then the details of their previous submissions should be retrievable from the backend database without errors.

Notification System for Acknowledging Feedback Submission.

Given that a field worker submits feedback, when the feedback is successfully recorded, then an automated email notification should be sent to the field worker acknowledging their feedback submission.

User Satisfaction Metrics from Collected Feedback.

Given that feedback has been collected over a specific period, when the feedback is analyzed, then metrics such as average ratings and common themes should be generated for review by the product team.

Emergency Fund Feature

The Emergency Fund Feature allows workers to set aside a portion of their earnings into a designated emergency savings account directly within the platform. By automatically allocating a small percentage of each payout, workers can build a financial safety net over time, promoting greater financial security and peace of mind.

Requirements

Automatic Savings Allocation

"As a worker, I want a portion of my earnings to be automatically saved into an emergency fund so that I can securely set aside money for unforeseen expenses without needing to remember to do it manually."

Description

The Automatic Savings Allocation requirement enables the system to automatically deduct a predefined percentage of each worker's earnings and allocate it into their designated emergency fund account. This feature will seamlessly integrate with the payroll system to ensure that every payout reflects this allocation without requiring additional manual input from users. The implementation will benefit workers by promoting a culture of savings and financial responsibility, ensuring that they can build a financial buffer effortlessly over time. Additionally, this integration enhances the overall user experience by simplifying the process of saving for emergencies, ultimately contributing to the financial wellness of the workforce.

Acceptance Criteria

Automatic Savings Allocation for Payroll Deductions

Given a worker's earnings include a gross payout of $1,000, when the worker has set their emergency fund allocation to 5%, then the system should automatically deduct $50 and allocate it to the worker's emergency fund account in real-time during payroll processing.

Error Handling for Invalid Allocation Percentages

Given a worker enters an invalid percentage allocation higher than 100% for their emergency fund, when they attempt to save the allocation, then the system should display a clear error message indicating the acceptable range (0% to 100%) and prevent saving the changes.

Integration with Payroll Disbursements

Given a workers' payroll is processed, when the system calculates deductions for emergency savings, then the allocation should be accurately reflected in the total payout amount visible to both the worker and the payroll administrator without discrepancies.

Access to Emergency Fund Balance

Given a worker has been contributing to their emergency fund, when they navigate to their financial dashboard, then they should be able to view the current balance of their emergency fund account updated in real-time after each payroll deduction.

Monthly Allocation Reporting for Workers

Given a worker has contributions to their emergency fund, when they request a report, then the system should generate a monthly summary that details total earnings, total deductions for the emergency fund, and the resulting fund balance, displaying accurate calculations for transparency.

User Notification for Fund Allocation Changes

Given a worker updates their emergency fund allocation percentage, when the changes are saved, then the system should send a confirmation notification to the user via their preferred communication channel to ensure they are aware of the modification.

Emergency Fund Management Dashboard

"As a worker, I want to see my emergency fund balance and track my savings progress so that I can be aware of how much I have saved and make adjustments if necessary."

Description

The Emergency Fund Management Dashboard requirement will create a dedicated interface within the Constructify platform where workers can view, manage, and monitor their emergency fund. This dashboard will display real-time information such as current balance, savings progress, and historical contributions. Additionally, it will allow users to adjust their savings percentage and withdraw funds when necessary, enhancing transparency and user control. This feature is crucial for ensuring that workers feel empowered and informed about their financial decisions, ultimately encouraging greater engagement with the savings program.

Acceptance Criteria

Display Current Balance of Emergency Fund

Given the worker is logged into the Constructify platform, when they navigate to the Emergency Fund Management Dashboard, then the current balance of their emergency fund should be displayed prominently on the screen in real-time.

Show Savings Progress Over Time

Given the worker is on the Emergency Fund Management Dashboard, when they view their savings progress section, then it should display a visual representation (e.g., a progress bar) indicating the percentage of their savings goal that has been achieved.

Adjust Savings Percentage

Given the worker is on the Emergency Fund Management Dashboard, when they select the option to adjust their savings percentage and enter a new percentage value, then the system should accept the change and display a confirmation message indicating the new savings percentage has been set.

View Historical Contributions

Given the worker is on the Emergency Fund Management Dashboard, when they click on the historical contributions section, then the dashboard should show a detailed list of all past contributions with dates and amounts included.

Withdraw Funds from Emergency Fund

Given the worker is on the Emergency Fund Management Dashboard, when they select the option to withdraw funds and enter the amount to withdraw, then the system should process the transaction and display an updated balance, along with a success message confirming the withdrawal.

Receive Notifications for Savings Milestones

Given the worker has reached a savings milestone in their emergency fund, when the system detects this milestone, then the worker should receive an automated notification (via email or in-app message) congratulating them on the achievement.

Notifications for Savings Milestones

"As a worker, I want to receive notifications when I reach my savings goals so that I can stay motivated and celebrate my financial achievements along the way."

Description

The Notifications for Savings Milestones requirement will implement a notification system that alerts workers when they reach certain savings milestones in their emergency fund. This can include notifications for reaching specific monetary amounts, percentage increases in savings, or anniversaries of the start of their emergency fund. By providing these notifications, the feature aims to motivate users by celebrating their financial achievements and encouraging continued savings behavior. This functionality will integrate with the platform’s existing communication channels to ensure timely and engaging notifications.

Acceptance Criteria

Notification when a worker reaches their first savings milestone of $500 in their emergency fund.

Given a worker has saved at least $500 in their emergency fund, when the milestone is reached, then a notification should be sent to the worker's registered email and in-app notification system.

Notification for a percentage increase in savings, for example, a 25% increase from their previous balance.

Given a worker has a previous balance and their current balance reflects a 25% increase, when the milestone is achieved, then the worker should receive an email and in-app notification indicating the percentage increase in their savings.

Notification when a worker celebrates one year of consistently saving in their emergency fund.

Given a worker has been saving in their emergency fund for one year, when the anniversary date is reached, then a celebratory notification should be sent to the worker's registered email and in-app notification system.

Notification for every $100 increment reached in the emergency fund balance.

Given a worker's emergency fund balance increases by $100 from their previous balance, when this increment is achieved, then an email and an in-app notification should be triggered to inform the worker of their progress.

Notification for reaching the savings goal set by the worker.

Given a worker has set a specific savings goal in their emergency fund, when the worker reaches that goal, then a congratulatory notification should be sent via email and in-app message to confirm achievement of the goal.

Monthly summary notification of savings milestones achieved in the last month.

Given the end of the month, when the report is generated, then a summary notification should be sent to each worker detailing all savings milestones achieved during that month including total deposits and percentage increases.

Flexible Withdrawal Options

"As a worker, I want to be able to withdraw funds from my emergency savings account when necessary so that I can access my savings without unnecessary hurdles during emergencies."

Description

The Flexible Withdrawal Options requirement allows workers to easily withdraw funds from their emergency savings account when needed, with clear guidelines on the process and any applicable conditions. Users will be able to specify the withdrawal amount and reason while ensuring compliance with company policies regarding emergency fund usage. This requirement is essential for ensuring that workers have access to their savings as needed while promoting responsible usage of the funds. Clear messaging around withdrawal policies will enhance user confidence in the feature and its design.

Acceptance Criteria

Worker Requests a Withdrawal for an Emergency Expense

Given a worker has sufficient funds in their emergency savings account, when they initiate a withdrawal request specifying an amount and reason, then the withdrawal should be processed successfully and the worker should receive a confirmation notification.

Workers View Withdrawal Guidelines

Given a worker accesses the emergency fund section of their account, when they view the withdrawal guidelines, then they should see clear and transparent information regarding the withdrawal process, allowed reasons, and any applicable fees.

Admin Reviews Withdrawal Requests

Given an admin accesses pending withdrawal requests, when they review the requests, then they should see all relevant details including worker names, requested amounts, and specified reasons, allowing for efficient processing of requests according to company policy.

Worker Attempts to Withdraw More than Available Balance

Given a worker tries to initiate a withdrawal that exceeds their available emergency savings balance, when they submit the withdrawal request, then they should receive a rejection notification explaining the insufficient funds.

Notification of Withdrawal Approval or Denial

Given a worker has submitted a withdrawal request, when the admin approves or denies the request, then the worker should receive a notification indicating the outcome and any next steps if the request is denied.

Workers Change Withdrawal Amount Before Finalizing

Given a worker wishes to adjust their withdrawal amount after initially entering it, when they modify the amount before final submission, then the system should reflect the adjusted amount and allow them to finalize the request without errors.

Report on Withdrawal Activity for Financial Tracking

Given the emergency fund feature is in use, when a worker or admin accesses the reports section, then they should be able to view a comprehensive report detailing all withdrawals made, including amounts, dates, and reasons for each withdrawal, for financial tracking purposes.

Integration with Financial Education Resources

"As a worker, I want access to financial education resources related to my emergency savings fund so that I can better understand how to manage my money and make informed financial decisions."

Description

The Integration with Financial Education Resources requirement involves linking the emergency fund feature with educational materials and resources that provide guidance on savings strategies, budgeting, and financial planning. This integration will enhance the platform by offering users valuable tools and knowledge to optimize their savings and make informed financial decisions. By providing access to workshops, articles, and videos, the requirement supports the overall goal of promoting financial literacy within the workforce, helping users to not only save but also manage their finances more effectively.

Acceptance Criteria

Access to Financial Education Resources for Emergency Fund Users

Given a user has opted into the Emergency Fund Feature, when they navigate to the financial education resources section, then they should see a curated list of resources including articles, videos, and workshops that specifically address emergency fund savings strategies.

Successful Integration of Workshops

Given a user enrolls in a financial education workshop through the platform, when they complete the workshop, then they should receive a completion certificate via email and have their progress tracked in their user profile.

User Feedback on Financial Resources

Given that a user has accessed the financial education resources within the platform, when they provide feedback through a rating system, then the system should successfully record their feedback and display an average rating for each resource.

Tracking Savings Progress and Educational Impact

Given a user is using the Emergency Fund Feature, when they view their dashboard, then they should see a visual representation of their savings growth alongside an educational impact metric reflecting their engagement with the financial resources.

Notifications for New Financial Education Resources

Given a user has subscribed to updates on financial education resources, when a new resource is added to the platform, then they should receive an email notification with a summary of the new content.

User Personalized Financial Planning Recommendations

Given a user has interacted with the financial education resources, when they complete a short questionnaire about their financial goals, then they should receive personalized recommendations for further resources tailored to their goals.

Metric Snapshot

Metric Snapshot provides Site Managers and Executives with a high-level overview of crucial project metrics at a glance. This feature highlights key performance indicators, such as labor costs, project timelines, and completion percentages, using visually appealing graphs and charts. By summarizing essential data points, users can quickly assess project health and make informed decisions, reducing the time spent analyzing data.

Requirements

Dynamic Metric Visualization

"As a Site Manager, I want to visually analyze key project metrics in real-time so that I can quickly understand project health and make informed decisions without delving into complex reports."

Description

The Metric Snapshot feature must include dynamic visualization tools that allow users to interact with key performance indicators (KPIs) through various graphical formats, such as bar graphs, pie charts, and line charts. This functionality should enable users to customize the view of metrics according to their preference, allowing for a better understanding of project data at a glance. By providing an intuitive interface for visual analytics, this requirement aims to reduce decision-making time by presenting vital information clearly and concisely, ensuring that Site Managers and Executives can quickly grasp project status and take necessary actions based on real-time data.

Acceptance Criteria

Dynamic Metric Visualization for Labor Costs Overview

Given a Site Manager is using the Metric Snapshot feature, when they select 'Labor Costs' from the dropdown, then the labor cost data should be displayed in a bar graph format that updates in real time as new data is input.

Customization of Graphical Formats

Given an Executive is viewing the Metric Snapshot, when they choose to switch from a pie chart to a line chart, then the visual representation of the data should change instantly without page refresh, retaining all relevant data points.

Interactive Filters on Project Timelines

Given a Site Manager wants to analyze project timelines, when they apply filters for project type and timeline range, then the Metric Snapshot should reflect only metrics related to the filtered criteria with updated graphical displays.

Completion Percentages Display in Different Formats

Given an Executive reviews project statuses, when they select 'Completion Percentages', then the completion data should dynamically display in a pie chart and a percentage summary at the top of the graph, with an option to switch between both views seamlessly.

Data Drill-Down Functionality

Given a Site Manager is looking at overhead costs, when they click on a specific bar in the bar graph, then the Metric Snapshot should drill down to show a detailed breakdown of that cost category, enabling further analysis without leaving the current view.

Real-Time Data Sync During Meetings

Given a team meeting is in progress and the Site Manager is presenting metrics, when real-time updates occur on the backend, then the Metric Snapshot should automatically refresh without user intervention to display the most current metrics.

User Preferences for Default Graph Type

Given a user frequently checks certain KPI metrics, when they set their preference for default views in their profile, then upon accessing the Metric Snapshot, the preferred graph type should be displayed automatically for each KPI metric.

Trend Analysis Integration

"As an Executive, I want to analyze historical trends of project metrics so that I can identify patterns and make strategic decisions to improve future project execution."

Description

This requirement involves integrating trend analysis capabilities into the Metric Snapshot, enabling users to see historical data and project trends over time. Users should be able to easily access performance trends related to labor costs, project timelines, and completion percentages. By analyzing trends, Site Managers and Executives can identify patterns, anticipate potential issues, and make proactive decisions to steer project outcomes effectively. This enhances the overall utility of the Metric Snapshot, making it not just a summary of current metrics but a powerful tool for forecasting and strategic planning.

Acceptance Criteria

User Accessing Trend Analysis from Metric Snapshot

Given the Site Manager is logged into Constructify, when they navigate to the Metric Snapshot, then they should see an option to access trend analysis for labor costs, project timelines, and completion percentages.

Displaying Historical Data Trends

Given the user has accessed the trend analysis, when they select a specific metric (e.g., labor costs), then the system should display a line graph showing historical data trends over the last 12 months.

Identifying Patterns in Project Timelines

Given the Site Manager is reviewing the trend analysis for project timelines, when they analyze the displayed graph, then they should be able to identify any patterns or anomalies over the reporting period.

Forecasting Based on Trends

Given the user is viewing the trend analysis data, when they hover over any point in the historical data graph, then they should see a tooltip displaying projected outcomes based on current trends.

Exporting Trend Analysis Data

Given the user has analyzed the trend data, when they select the export option, then they should be able to download the trend analysis as a PDF or Excel file containing all relevant graphs and data.

Real-Time Updates of Trends

Given that the project is ongoing, when new data is entered into the system, then the trend analysis should update in real-time to reflect the latest information.

User Feedback on Trend Analysis Utility

Given that the user has utilized the trend analysis feature, when they provide feedback through the system's feedback form, then the feedback should be recorded and used for future improvements of the Metric Snapshot.

Custom Alerts and Notifications

"As a Site Manager, I want to receive alerts when project metrics deviate from set thresholds so that I can promptly address issues before they escalate."

Description

The Metric Snapshot must include a customized alerts and notifications system that notifies users about significant changes in project metrics, such as unexpected increases in labor costs or deviations from planned timelines. Users should be able to set thresholds for alerts, receiving real-time notifications via email or in-app messaging whenever these thresholds are crossed. This requirement is critical for maintaining oversight and compliance, ensuring that Site Managers and Executives are immediately aware of any issues that may affect project delivery.

Acceptance Criteria

Site Manager sets a custom threshold for labor costs and receives an alert when the threshold is crossed.

Given the Site Manager has set a labor cost threshold of $10,000, when the labor costs exceed this amount, then the Site Manager receives an in-app notification and an email alert.

Executive adjusts notification preferences and verifies the receipt of alerts.

Given the Executive has adjusted their notification settings to receive alerts for timeline deviations, when a project timeline exceeds the planned completion date, then the Executive receives a real-time notification via email.

Site Manager reviews historical alerts and notification logs for compliance and decision-making.

Given the Site Manager accesses the notification history, when they view the logs for the past month, then they can see all alerts related to labor costs and project timelines, along with their timestamps and resolution statuses.

System tracks multiple thresholds set by different users and ensures alerts are correctly sent to each.

Given multiple users have set custom thresholds for different project metrics, when any threshold is crossed, then the corresponding alerts are sent to the appropriate users as per their settings without overlap.

User tests the system by simulating metric changes to validate alert triggers.

Given the user simulates an increase in labor costs and a delay in timeline, when these metrics are updated in the system, then the user should receive both in-app and email alerts confirming the alerts were triggered.

Site Manager customizes alert threshold settings and confirms changes via notifications.

Given the Site Manager sets specific alert thresholds for labor costs and delays, when they save these settings, then the system confirms the changes with an on-screen message and emails a summary of the new thresholds.

Notification delivery is validated under different network conditions to ensure reliability of alerts.

Given the platform is accessed under various network conditions, when a threshold for project metrics is crossed, then the alerts should still successfully deliver to users without delay regardless of network stability.

User-Friendly Dashboard Design

"As a Site Manager, I want the Metric Snapshot to be easy to navigate so that I can quickly find and interpret the data I need without technical assistance."

Description

The Metric Snapshot interface should employ a user-friendly design to enhance usability and engagement. This includes a clean layout, easy navigation tools, and logical categorization of metrics, allowing users to access information with minimal effort. A responsive design is crucial so that it works seamlessly across devices, including tablets and mobile phones. By emphasizing user experience, this requirement aims to ensure that even non-technical users can efficiently utilize the Metric Snapshot feature, leading to greater adoption and satisfaction.

Acceptance Criteria

User accesses the Metric Snapshot dashboard for the first time on a mobile device.

Given the user has opened the Metric Snapshot dashboard, when they arrive at the homepage, then they should see a clean and organized layout with key metrics displayed prominently without clutter.

User navigates the dashboard for insights on project metrics while in a construction site meeting.

Given the user is in a meeting and accessing the dashboard, when they tap on a specific metric, then a detailed view should open with clear labels and navigational tools, allowing swift access back to the main dashboard.

User views the Metric Snapshot on a tablet during a project review meeting.

Given the user has increased the size of the Metric Snapshot display to fit their tablet screen, when they view the dashboard, then all charts and graphs should be responsive and maintain visible proportions without overlapping or distortion.

Site Manager checks labor costs on the dashboard using a desktop browser.

Given the site manager is logged in and accessing the Metric Snapshot, when they look specifically for labor cost metrics, then they should find these metrics prominently displayed and include a comparison to budgeted amounts.

User attempts to filter project metrics based on date ranges.

Given the user is on the Metric Snapshot interface, when they select a date range from the filtering options, then the dashboard should refresh to show only the data relevant to the selected timeframe without requiring a page reload.

Executive reviews the project metrics from a remote location using a mobile device.

Given the executive accesses Metric Snapshot from a mobile device connected to Wi-Fi, when they view the dashboard, then all metrics should load within 2 seconds, demonstrating fast response time even on mobile.

Trend Analyzer

Trend Analyzer enables users to identify patterns and trends over time in various project metrics. It visualizes historical data, allowing managers to forecast potential challenges and opportunities. By recognizing trends in labor efficiency, material usage, and project timelines, users can make proactive adjustments to enhance productivity and resource utilization.

Requirements

Data Visualization Dashboard

"As a project manager, I want to view interactive data visualizations of project metrics so that I can quickly identify trends and make data-driven decisions to optimize productivity."

Description

The Data Visualization Dashboard requirement focuses on integrating an interactive dashboard that displays various project metrics and trends in an easy-to-understand graphical format. This capability will provide users with the ability to visualize historical data, making it simpler to identify patterns related to labor efficiency, material consumption, and project timelines. By having this visual representation, managers can quickly interpret complex data sets, leading to informed decision-making and enhanced resource management. A user-friendly interface will allow users to customize views based on specific metrics they wish to analyze, supporting proactive adjustments to improve project outcomes.

Acceptance Criteria

User views the dashboard to analyze labor efficiency trends over the past six months.

Given the user is logged into the Constructify platform, when they navigate to the Data Visualization Dashboard, then they should see a graphical representation of labor efficiency trends over the past six months displayed clearly and updated in real-time.

User customizes the dashboard to focus on material consumption metrics.

Given the user is accessing the Data Visualization Dashboard, when they select specific material consumption metrics from a customizable options menu, then the dashboard should update to display only the selected metrics in an easy-to-read format.

User generates a report based on the trends displayed on the dashboard.

Given the user has visualized trends on the Data Visualization Dashboard, when they click on the 'Generate Report' button, then a report document should be created that includes all visible metrics and can be exported in PDF format.

User analyzes project timelines for potential delays during their weekly review.

Given the user is on the Data Visualization Dashboard, when they view the project timelines graph, then the dashboard should highlight any timelines that exceed the project deadlines in a contrasting color for easy identification.

User receives a notification about significant changes in trend data.

Given the user has specified alert thresholds for key metrics, when the system detects significant changes in those metrics, then the user should receive a notification alerting them to the trend changes immediately through the platform's notification system.

User seeks assistance in interpreting complex data on the dashboard.

Given the user is viewing the Data Visualization Dashboard, when they click on the help icon, then a tooltip or guidance overlay should provide clear explanations of different metrics and how they can be interpreted, enhancing user understanding.

Automated Trend Alerts

"As a construction foreman, I want to receive automated alerts about significant shifts in project metrics so that I can address issues promptly and prevent project delays."

Description

The Automated Trend Alerts requirement involves creating a system that automatically notifies users of significant changes or emerging patterns in project metrics. This feature will analyze data in real-time and trigger alerts when defined thresholds are crossed, such as sudden drops in labor efficiency or spikes in material usage. By proactively informing users of these trends, the system enables quick responses to potential issues, allowing construction managers to address challenges before they escalate. This capability will increase the overall efficiency of project monitoring and enhance timely interventions, ultimately improving project timelines and costs.

Acceptance Criteria

User receives alerts when labor efficiency drops below a defined threshold during a project.

Given the labor efficiency is being monitored in real-time, When it drops below the set threshold, Then an alert should be triggered and sent to the project manager via email and SMS notification.

User is notified when material usage exceeds predefined limits in a given timeframe.

Given the material consumption data is continuously analyzed, When the usage percentage exceeds the predefined limits, Then the system triggers an alert to inform relevant stakeholders.

User can customize alert thresholds for different project metrics.

Given a user accesses the alert settings, When they adjust the threshold values for labor efficiency and material usage, Then the changes should be saved and applied immediately for future trend monitoring.

User views a log of past alerts triggered by the system.

Given the user navigates to the alerts history section, When they request to view past alerts, Then a list of all past alerts with timestamps and details should be displayed.

User receives a summary report of alerts triggered over a project period.

Given the user requests a report on alert activities, When they specify the project duration, Then the system generates and sends a summary report detailing all alerts triggered during that period.

User receives alerts according to their notification preferences (email, SMS, dashboard).

Given the user has set their notification preferences, When an alert is triggered, Then the system should deliver the alert via the preferred channels set by the user.

User can turn off specific alert notifications without affecting others.

Given a user accesses the notification settings, When they disable alerts for a specific metric, Then they should continue to receive alerts for all other metrics as normal.

Trend Comparison Tool

"As a project analyst, I want to compare trends in different project metrics over time so that I can understand relationships and make better forecasts for future projects."

Description

The Trend Comparison Tool requirement provides users the ability to compare different project metrics side-by-side over various time periods. This feature will allow project managers to analyze how changes in one metric, such as labor costs, affect overall project performance against another, like material usage. Implementing this comparison functionality enables a deeper understanding of the interplay between different factors affecting project success. This analytical capability will empower managers to derive strategic insights, optimize future project planning, and allocate resources more effectively based on historical data comparisons.

Acceptance Criteria

User compares labor costs and material usage for two different projects within the Trend Comparison Tool to assess efficiency.

Given two selected projects with historical data, when the user accesses the Trend Comparison Tool, then the system displays a side-by-side comparison of labor costs and material usage for both projects over the chosen time period.

Project managers utilize the Trend Comparison Tool to evaluate the impact of changes in labor costs on project delivery times.

Given a project with fluctuating labor costs, when the user inputs the time range and selects the corresponding project, then the system shows how changes in labor costs correlate with project delivery times throughout that period.

A manager leverages the Trend Comparison Tool to identify any discrepancies in material usage between similar projects.

Given two similar projects known for different material usage patterns, when the user selects both projects, then the system provides visual analytics highlighting significant differences in material utilization over time.

A user assesses how weather-related delays affect both labor costs and overall project timelines using the Trend Comparison Tool.

Given access to historical weather data, when the user selects a project affected by weather delays, then the system should show a comparative timeline of labor costs against project timelines, marking weather event occurrences.

Users review comparative metrics of projects to identify successful strategies from previous projects.

Given multiple completed projects, when the user selects those projects in the Trend Comparison Tool, then the system must display insights and patterns that highlight which strategies led to better outcomes such as lower costs or faster completion times.

Managers analyze the performance of a contractor's labor efficiencies across multiple projects using the Trend Comparison Tool.

Given historical data for multiple projects worked on by the same contractor, when the user selects those projects, then the system will produce a comparative analysis of labor efficiencies and highlight any trends over time.

Users customize the metrics they want to compare using the Trend Comparison Tool to suit specific project needs.

Given user access to the Trend Comparison Tool, when the user selects specific metrics for comparison such as labor costs, project timelines, and material usage, then the system should allow for customization and provide relevant visual analytics based on those selections.

Custom Reporting Module

"As a project administrator, I want to create custom reports on project metrics so that I can present specific insights to stakeholders and support strategic planning efforts."

Description

The Custom Reporting Module requirement involves developing a feature that allows users to generate tailored reports based on selected project metrics and time frames. Users will be able to choose from various parameters to create reports focusing on specific performance insights, such as labor trends, health and safety compliance metrics, or project delays. This flexibility will not only streamline the reporting process but will also enhance the usability of the platform by catering to individual user needs. Additionally, the capability to export these reports in different formats (PDF, Excel, etc.) will aid in sharing insights with stakeholders, thereby improving communication and transparency.

Acceptance Criteria

User wants to generate a custom report to analyze labor trends over the past six months.

Given the user is on the Custom Reporting Module page, when they select 'Labor Trends' and set the date range to the last six months, then the system should generate the report displaying relevant labor metrics and trends accurately.

A project manager needs to create a compliance report focused on health and safety metrics for a specific project.

Given the user has selected a specific project and chosen 'Health and Safety Compliance' as the report type, when they click 'Generate Report', then the system should produce a report detailing compliance metrics for that project.

User needs to export a generated report in PDF format to share with stakeholders.

Given the user has generated a report, when they select the export option and choose 'PDF', then the report should be successfully exported as a PDF file that retains all formatting and data integrity.

The user wants to change the parameters of the custom report after it has been generated.

Given that a report has been generated, when the user modifies the parameters (e.g., adjusts the date range or selected metrics) and clicks 'Update Report', then the system should refresh the display to show the updated report based on the new parameters.

A user needs to access the Custom Reporting Module from the main dashboard.

Given the user is on the main dashboard, when they click on the 'Custom Reporting' button, then the system should redirect them to the Custom Reporting Module page without errors.

The user wants to save the generated report for future reference.

Given a report has been generated, when the user clicks 'Save Report', then the system should prompt for a filename and store the report in the user's reports library for easy access later.

A user expects to receive an error message when trying to generate a report with no parameters selected.

Given the user is on the Custom Reporting Module page, when they click 'Generate Report' without selecting any parameters, then the system should display a clear error message indicating that at least one parameter is required.

Customizable Dashboards

Customizable Dashboards empower users to tailor their DataViz experience by selecting which metrics they want to display prominently. With the ability to drag and drop widgets, users can prioritize the data most relevant to their roles, enhancing their focus on critical information. This personalization improves engagement and ensures that users quickly access the insights they need.

Requirements

Customizable Widget Selection

"As a project manager, I want to select the metrics that are most relevant to my current project so that I can focus on the key indicators that drive my decisions and actions during the project lifecycle."

Description

This requirement allows users to choose which widgets to display on their dashboard from a predefined set of metrics related to construction workforce management, such as worker hours, compliance data, and project schedules. By enabling users to select widgets that align with their specific roles, the feature enhances personalization and ensures that relevant data is forefront in their daily operations. This tailored dashboard experience ultimately leads to improved decision-making and efficiency, ensuring that users engage with the data that matters most to them.

Acceptance Criteria

User selects widgets to be displayed on their customizable dashboard based on their role in the construction workforce management.

Given a user has access to the customizable dashboard, when they navigate to the widget selection menu, then they should be able to view and select from a predefined list of widgets related to worker hours, compliance data, and project schedules.

User rearranges widgets on the dashboard to prioritize important metrics relevant to their daily tasks.

Given a user has selected widgets for their dashboard, when they drag and drop widgets into their preferred positions, then the widgets should be rearranged accordingly and saved for future sessions.

User removes a widget from their dashboard that is no longer relevant to their role.

Given a user has a customizable dashboard with multiple widgets displayed, when they choose to remove a widget, then that widget should be instantly removed from the dashboard without affecting the other widgets.

User saves their customizable dashboard layout for future use.

Given a user has arranged and selected their desired widgets on the dashboard, when they click on the save button, then the dashboard layout should be saved and loaded the next time the user logs in.

User views the dashboard to ensure that selected metrics are displayed correctly after customization.

Given a user has customized their dashboard, when they refresh the page, then all selected widgets and their corresponding metrics should be displayed accurately on the dashboard as saved.

User accesses the dashboard on a mobile device to validate responsive design of customizable widget selection.

Given a user accesses the customizable dashboard via a mobile device, when they enter the dashboard, then the user should be able to view and interact with the widgets seamlessly and without functional limitations.

User receives a tooltip or guidance on how to customize their dashboard for the first time.

Given a new user accesses the customizable dashboard for the first time, when they open the dashboard, then they should see a tooltip guiding them on how to select and manage widgets effectively.

Drag-and-Drop Interface

"As a site supervisor, I want to easily rearrange the dashboard widgets so that I can prioritize the information I need to see first when managing site operations."

Description

The drag-and-drop interface requirement facilitates the functionality that allows users to rearrange dashboard widgets quickly and easily. This feature enhances user experience by making it intuitive for users to customize their dashboards to match their work styles and preferences. By providing flexibility to arrange widgets according to priority or relevance, users can optimize their workflow and gain immediate access to the most pertinent insights, thereby enhancing interaction with the data.

Acceptance Criteria

User drags a widget from the metric selection panel onto the dashboard to add it for display.

Given a user is on the customizable dashboard page, when they drag a widget from the selection panel and drop it onto the dashboard area, then the widget should appear in the selected position on the dashboard.

User rearranges existing dashboard widgets by dragging them to new positions.

Given a user has multiple widgets displayed on their dashboard, when they drag a widget and drop it in a different location on the dashboard, then the widget should occupy the new position without any data loss or error.

User attempts to remove a widget from the dashboard.

Given that a user wants to remove a widget, when they drag the widget to a designated 'remove' area of the dashboard, then the widget should be removed successfully from the dashboard and no longer visible.

User customizes their dashboard and saves the layout.

Given a user has arranged their dashboard widgets, when they click the 'Save Layout' button, then the dashboard layout should be saved, and the same layout should be displayed upon their next login.

User checks for widget persistence after a page refresh.

Given a user has customized their dashboard by rearranging widgets, when they refresh the page, then the dashboard should maintain the same arrangement of widgets as before the refresh.

User uses the drag-and-drop functionality on a mobile device.

Given a user is accessing the dashboard on a mobile device, when they drag and drop a widget on the touchscreen, then the widget should move to the desired location without issues.

User receives a visual indication while dragging a widget.

Given a user is dragging a widget on the dashboard, when they are dragging it, then the widget should have a visual indication (such as opacity change) to show it is being moved.

Default Dashboard Templates

"As a new user, I want to start with a pre-configured dashboard that matches my role in the company so that I can hit the ground running without needing to spend too much time setting up my workspace."

Description

Providing default dashboard templates based on common roles within the construction industry is essential for guiding users on initial setup and configuration. These templates will include predetermined sets of widgets tailored to different user types, such as project managers, site supervisors, and payroll administrators. This feature streamlines the onboarding process, ensuring that users can quickly start with a relevant dashboard layout that meets their needs, thus enhancing user satisfaction and productivity from the beginning of their experience.

Acceptance Criteria

Default Dashboard Templates for Project Managers

Given that the user is a project manager, when they first log into Constructify, then the system should automatically display a default dashboard template containing widgets such as project timelines, resource allocation, and task completion status.

Default Dashboard Templates for Site Supervisors

Given that the user is a site supervisor, when they navigate to the dashboard setup, then they should be presented with a default template that includes site performance metrics, safety incidents, and worker attendance.

Default Dashboard Templates for Payroll Administrators

Given that the user is a payroll administrator, when they set up their dashboard, then the default template should feature widgets such as hours worked, payroll summaries, and compliance alerts, ready to use.

Editing Default Dashboard Templates

Given that the user is viewing a default dashboard template, when they click on the 'Customize' button, then they should be able to add, remove, or rearrange widgets according to their needs.

Previewing Default Dashboard Templates

Given that a user selects a default dashboard template, when they click on 'Preview', then they should see a visual representation of the dashboard as it will appear after setup before finalizing their choice.

User Feedback on Default Dashboard Templates

Given that the user has used the default dashboard for a week, when they are prompted for feedback, then they should have the option to rate the usefulness of the dashboard and suggest improvements.

Support for Multiple User Roles

Given that an organization has multiple user roles, when a new user of any role logs in, then they should be able to select their respective default dashboard template suited for their role immediately during onboarding.

Real-Time Data Refresh

"As a data analyst, I want to see real-time updates on my dashboard metrics so that I can make timely decisions based on the latest data available."

Description

This requirement ensures that all dashboard metrics are updated in real time to reflect the most current information available from the workforce management system. With real-time data refresh capabilities, users can rely on accurate, up-to-date insights that inform their decisions and actions on the fly. This functionality is crucial for fast-paced construction environments where conditions and demands can change quickly, enabling users to respond effectively to new information as it arises.

Acceptance Criteria

User is on the Customizable Dashboards interface and expects the metrics to reflect real-time data as the project progresses.

Given that a user is logged into the Constructify platform, when they refresh their dashboard, then all metrics should reflect the most current data from the workforce management system within 5 seconds.

A project manager is reviewing the dashboard during a critical meeting and needs the most accurate information available to make decisions.

Given that a project manager is viewing the dashboard during a live meeting, when the status of a project changes (e.g., worker hours logged or equipment usage updated), then the metrics on the dashboard should automatically refresh to reflect those changes without user intervention.

A user is utilizing the dashboard in a construction site office where conditions frequently change, requiring immediate updates to the displayed metrics for effective decision-making.

Given that a user is on site and monitoring the dashboard, when a new entry is made in the workforce management system, then the dashboard should refresh in real time and display updated metrics reflecting that entry within 5 seconds.

The operations manager is concerned about delays in reporting and requires immediate visibility on labor metrics to adjust workforce allocations.

Given that labor metrics are critical for operations, when labor data is modified in the backend system, then the dashboard should refresh automatically to update all relevant metrics without needing to click a refresh button.

A supervisor needs to monitor safety compliance metrics through the dashboard in response to an on-site incident.

Given that an on-site incident occurs, when the related safety compliance metrics are updated in the system, then those metrics should be reflected in the dashboard within 5 seconds, allowing for timely responses.

A user is managing their dashboard while handling multiple projects and needs to ensure they are viewing the most recent labor data at all times.

Given that a user has multiple projects on their dashboard, when any project data is updated, then all corresponding dashboard elements should refresh to show the latest information without the need for manual refresh.

The finance team is analyzing payroll data through the dashboard and needs real-time insight to ensure budget adherence.

Given that payroll information is critical for budgeting, when payroll data changes due to time entry modifications or other updates, then the dashboard should display refreshed payroll metrics within 5 seconds of the change.

User Access Control for Dashboards

"As a system administrator, I want to restrict access to certain dashboard widgets based on user roles so that sensitive information is protected and only visible to authorized users."

Description

Implementing user access control for customizable dashboards is essential to ensure that sensitive information is only visible to authorized personnel. This requirement entails setting permissions based on user roles so that team members can access their dashboards with the appropriate data visibility. By securing dashboards, the feature safeguards confidentiality and compliance with industry regulations, creating a safer and more organized working environment.

Acceptance Criteria

User Roles Can Access Customizable Dashboards Based on Permissions

Given a user with 'Manager' role, when they log in, then they should be able to see the 'Project Overview' and 'Team Performance' widgets on their dashboard.

Unauthorized Users Cannot Access Restricted Dashboards

Given a user with 'Field Worker' role, when they attempt to access the 'Financial Overview' dashboard, then they should receive an 'Access Denied' message.

Admin Can Set User Roles and Permissions for Dashboards

Given an admin user, when they assign a user the role of 'HR', then the selected user should be granted permission to view 'Employee Data' dashboard only.

Dashboard Widgets Change According to User Role

Given a user with 'Site Supervisor' role, when they log in, then their dashboard should display 'Safety Metrics' and not 'Financial Overview'.

Users Are Notified of Permissions Changes

Given a user whose dashboard permissions have been changed by an admin, when they log in to their account, then they should receive a notification about the changes to their dashboard access.

Customizable Dashboards Save User Preferences

Given a user who has rearranged their dashboard widgets, when they log out and log back in, then the dashboard should reflect the user's last saved configuration.

Real-time Alerts

Real-time Alerts notify users of significant changes or anomalies in project metrics through push notifications. When labor costs exceed budgets or project timelines fall behind, alerts provide immediate insights that allow managers to address issues before they escalate. This proactive approach ensures that projects remain on track and within budget.

Requirements

Threshold Alert Configuration

"As a project manager, I want to set custom threshold limits for project metrics so that I can receive alerts only when significant deviations occur, ensuring I focus on the most critical issues without being overwhelmed by minor fluctuations."

Description

This requirement allows users to define and customize threshold limits for various project metrics, such as labor costs, project timelines, and resource allocations. By enabling users to set specific limits, the system can immediately monitor these metrics in real-time and trigger notifications when any thresholds are breached. This flexibility ensures that alerts are tailored to the unique project specifications and helps project managers to effectively control costs while ensuring compliance with budgets and timelines.

Acceptance Criteria

User Configures Labor Cost Threshold Alert

Given the user is on the threshold alert configuration page, when they set a labor cost threshold limit of $10,000, then the system should save this threshold and confirm with a success message.

User Receives Alert for Breached Labor Cost

Given the labor cost threshold is configured at $10,000, when the project's labor costs reach $10,500, then the system should send a push notification to the user immediately.

User Modifies Existing Threshold for Resource Allocation

Given the user has previously set a threshold for resource allocation, when they modify the threshold to a new value of 200 units, then the system should update the threshold and notify the user of the change.

User Views Alert History

Given the user has received multiple alerts, when they access the alert history section, then the system should display a chronological list of all past alerts with their details.

User Sets Up Multiple Threshold Alerts Simultaneously

Given the user is on the threshold alert configuration page, when they configure threshold alerts for labor cost, project timeline, and resource allocation all at once, then the system should successfully save all thresholds and provide confirmation for each alert.

User Tests Alert Functionality

Given the user has configured alerts, when they run a test simulation that triggers an alert, then the system should send a test alert notification to the user’s device.

Push Notification System

"As a field supervisor, I want to receive push notifications on my mobile device regarding any urgent project changes so that I can take immediate action to address issues and prevent delays on-site."

Description

This requirement encompasses the development of a robust push notification system that delivers real-time alerts directly to users' devices. The system must handle varying notification types such as labor cost overruns, project delays, and compliance issues. It should be reliable, fast, and capable of delivering notifications to both web and mobile platforms, ensuring that users can respond to urgent matters instantly regardless of their location. This system increases responsiveness and allows for timely decision-making to keep projects on track.

Acceptance Criteria

User receives a push notification for labor cost overruns when the costs exceed the allocated budget mid-project.

Given that the project is in progress, when the labor costs exceed the budget by 10%, then the user receives a push notification on their device within 1 minute.

User is notified of a project delay caused by unforeseen circumstances via the mobile app.

Given that a project milestone is missed, when the delay time exceeds 24 hours, then a push notification is sent to the user’s mobile device immediately.

A manager wants to monitor compliance issues across multiple projects and receive alerts accordingly.

Given that compliance rules are established for each project, when a compliance issue is flagged on any project, then the manager receives a notification on both web and mobile platforms within 5 minutes.

User settings allow customization of notification preferences for different scenarios.

Given that the user is in the notification settings page, when the user selects which notifications to receive and saves the settings, then the system respects these preferences and only sends notifications as per the selected criteria.

User receives a push notification for system performance issues that may affect alert delivery.

Given that the system detects a performance issue affecting notification delivery times, when such an issue is detected, then the system sends an alert to all users within 3 minutes to inform them of potential delays in notifications.

User employs the push notification system across both web and mobile platforms to ensure coverage.

Given that the user has the mobile app and web version open simultaneously, when a notification is triggered, then the user should receive it on both platforms without delay.

Alert History Log

"As a project analyst, I want to view a log of all past alerts and responses so that I can analyze trends in project performance and improve our management strategies based on historical data."

Description

This requirement involves creating a logging feature that records all triggered alerts along with their timestamps, associated metrics, and user responses. This log should be accessible via the platform dashboard and enable users to review past alerts to analyze patterns and improve future project strategies. By maintaining a historical record of alerts, users can evaluate their responses and make data-driven decisions for better future project management.

Acceptance Criteria

User accesses the Alert History Log from the dashboard and needs to view a comprehensive list of all triggered alerts for a specific project.

Given the user is on the dashboard, when they click on the 'Alert History Log', then they should see a list of all alerts with corresponding timestamps, metrics, and user responses for the selected project.

User reviews the Alert History Log to analyze past alerts and determine patterns in project performance.

Given the user has accessed the Alert History Log, when they filter alerts by date range or project, then the system should accurately display only the relevant alerts that match the specified criteria.

User wants to export the Alert History Log for reporting purposes to share with stakeholders.

Given the user is viewing the Alert History Log, when they select the 'Export' option, then the system should generate a downloadable file (CSV/PDF) containing all visible alert records, including timestamps, metrics, and user responses.

User triggers a new alert that should be logged in the Alert History.

Given the system generates a new alert due to a metric crossing a predefined threshold, when the alert is triggered, then it should automatically record the alert details in the Alert History Log with accurate timestamp and metric data.

User searches for a specific past alert in the Alert History Log.

Given that the user is on the Alert History Log page, when they enter a search term (e.g., alert type or date) in the search bar, then the system should filter the alerts and display only those that match the search criteria.

User checks for the accuracy of logged alerts after a manual adjustment of project metrics.

Given the user has adjusted project metrics that previously triggered alerts, when they refresh the Alert History Log, then the system should reflect any changes in alert statuses if necessary and maintain the integrity of historical data.

User wants to summarize the number of alerts triggered within a specific timeframe.

Given the user accesses the Alert History Log, when they select a specific date range, then the system should display a summary count of alert triggers during that time, helping the user understand alert frequency for performance evaluations.

Comparative Insights

Comparative Insights allows users to juxtapose current project performance against historical data or industry benchmarks. By providing context for performance metrics, this feature helps managers identify strengths and weaknesses in their projects. Knowing where a project stands relative to past performance or competitors fosters a culture of continuous improvement within the team.

Requirements

Data Visualization Dashboard

"As a project manager, I want to view a visual representation of current project performance compared to historical data so that I can identify trends and make informed decisions to improve efficiency."

Description

The Data Visualization Dashboard requirement encompasses the development of an intuitive dashboard that showcases comparative insights through interactive charts, graphs, and tables. This dashboard will allow users to quickly assess current project performance against historical data and industry benchmarks, ensuring that relevant information is easily accessible and digestible. By presenting data visually, it supports better decision-making, enhances understanding of performance trends, and promotes actionable insights. The integration with existing data sources in Constructify will be seamless, allowing for real-time updates and enhanced usability for project managers.

Acceptance Criteria

User accesses the Data Visualization Dashboard to view project performance metrics for the current month compared to the previous month and industry benchmarks.

Given the user is logged in to Constructify, when they navigate to the Data Visualization Dashboard, then they should see a visual comparison of current project metrics against the previous month's data and relevant industry benchmarks, displayed in an intuitive format using charts and graphs.

A project manager needs to filter project performance data by specific parameters such as project type, date range, and team members.

Given the user selects filter options for project type, date range, and team members, when they apply these filters, then the Data Visualization Dashboard should update in real-time to display only the relevant performance data according to the selected criteria.

A user wants to download the performance data displayed on the Data Visualization Dashboard for a quarterly report presentation.

Given the user is viewing the Data Visualization Dashboard, when they click on the 'Download' button, then they should be able to download the visualized data in a format of their choice (CSV, PDF) without losing any information or formatting.

An admin user needs to ensure that the Data Visualization Dashboard pulls data securely from existing databases without connection issues.

Given that the Data Visualization Dashboard is operational, when the admin checks the data source connections, then all connections should be secure and return current data without any disconnections or error messages during a specified time frame.

A project manager wants the Data Visualization Dashboard to provide real-time updates as new data comes in from ongoing projects.

Given that the Data Visualization Dashboard is active, when new project data is entered into the system, then the dashboard should update automatically to reflect this data within a predetermined time (e.g., under 5 minutes) without requiring a manual refresh.

A user should be able to easily navigate between different sections of the Data Visualization Dashboard with a focus on usability and intuitiveness.

Given the user is on the Data Visualization Dashboard, when they attempt to switch between various performance metrics sections, then they should be able to do so seamlessly, with all navigation buttons and links clearly labeled and functioning correctly.

Users need to receive notifications about significant deviations in project performance metrics compared to past benchmarks.

Given that a user's project performance metrics deviate significantly from established benchmarks, when this occurs, then the system should automatically generate and send a notification to the user identifying the specific metrics and recommended actions to take.

Automated Alerts and Notifications

"As a project manager, I want to receive automated alerts when my project's performance metrics fall below industry benchmarks so that I can address issues proactively before they impact the project timeline."

Description

The Automated Alerts and Notifications requirement aims to establish a system that automatically sends alerts to users when critical performance metrics deviate from established thresholds. By integrating with the comparative insights feature, this functionality will notify users of potential issues or areas needing attention, such as falling short of industry benchmarks. This proactive communication will facilitate swift responses to performance drops, promoting timely interventions and continuous improvement. Alerts will be customizable, allowing users to set specific conditions based on their project priorities.

Acceptance Criteria

User receives an automatic alert when project performance metrics fall below the predefined thresholds set in the system.

Given the user has defined specific performance thresholds, when the performance metric falls below this threshold, then an automatic alert is triggered and sent to the user via email and in-app notification.

Users have the ability to customize the conditions for alerts within the Automated Alerts and Notifications settings.

Given a user accesses the alert settings, when they input specific conditions for alerts (e.g., percentage drop in performance), then the system saves these conditions and applies them in real-time.

Comparison of current project performance against historical data triggers an alert when deviations are detected.

Given current project performance data is compared with historical benchmarks, when a significant deviation is identified, then an automatic notification is sent to the project manager detailing the comparison results.

Users can view and acknowledge alerts in a centralized notification dashboard.

Given that alerts have been triggered, when the user accesses the dashboard, then they can view all active alerts with details on each trigger under a dedicated 'Alerts' section.

The system logs all automated alerts and user responses for audit purposes.

Given alerts have been sent, when users acknowledge or dismiss those alerts, then the system records the action in an audit log with timestamps and user identification.

Benchmark Comparison Tool

"As a construction manager, I want to compare my project's performance metrics against selected industry benchmarks so that I can determine areas for improvement and drive better outcomes."

Description

The Benchmark Comparison Tool requirement involves the development of a feature that allows users to select specific industry benchmarks and compare them directly against their project's performance metrics. This tool will facilitate a granular analysis by enabling users to understand exactly how their projects stack up against competitors and industry standards. The comparative insights function will be enhanced, providing users with contextual information that helps identify best practices and areas for improvement. This tool is critical for fostering a data-driven approach to project management and operational excellence.

Acceptance Criteria

User selects specific industry benchmarks to compare against current project performance metrics.

Given a user has access to the Benchmark Comparison Tool, when they select one or more industry benchmarks, then the tool displays a side-by-side comparison of metrics with corresponding visualizations.

User views detailed insights and contextual information on performance comparison results.

Given the user is on the comparison results page, when they click on a specific metric, then detailed insights and historical context related to that metric should be displayed.

User exports benchmark comparison results to a report format for stakeholder review.

Given the user has completed a benchmark comparison, when they choose to export the results, then the system provides an option to download the results in a PDF or Excel format, including all relevant visualizations.

User utilizes filtering options to refine benchmark comparisons based on project type or timeframe.

Given the user is on the benchmark selection page, when they apply filters for project type or timeframe, then only relevant benchmarks should be displayed for selection.

User identifies strengths and weaknesses in project performance through comparative analysis.

Given the completed benchmark comparison, when the user reviews the results, then they can see indications of strengths and weaknesses highlighted for quick identification.

User receives recommendations for improving project performance based on benchmark analysis.

Given that the user reviews the benchmark comparison results, when the analysis is complete, then actionable recommendations should be provided based on identified gaps and best practices.

User interacts with a help feature while using the Benchmark Comparison Tool.

Given the user is utilizing the Benchmark Comparison Tool, when they click on the help icon, then a contextual help window should appear, offering guidance on how to use the tool effectively.

Historical Data Integration

"As a project analyst, I want to access historical project performance data so that I can analyze trends over time and support continuous improvement efforts in future projects."

Description

The Historical Data Integration requirement entails the creation and maintenance of a database that consolidates past project performance data, which can be utilized for comparative insights. This integration is essential to ensure that users have access to a rich dataset that reflects historical trends, successes, and failures in their projects. By ensuring that the data is comprehensive and reliable, this requirement supports the accurate benchmarking and context-setting capabilities of the Comparative Insights feature, enhancing overall user experience and decision-making.

Acceptance Criteria

Historical data is used to compare the performance of current projects against past successful projects, enabling managers to identify patterns and make informed decisions.

Given that historical project data is integrated, when the user selects a current project for comparison, then the system displays relevant performance metrics from similar past projects.

Users need to ensure the integrity and relevance of the historical data being integrated into the system.

Given that the project team has historical data to input, when the data is submitted for integration, then the system validates the data format and content for completeness and accuracy before final processing.

User needs to view historical data in a dashboard format for quick insights into trends over time.

Given that historical data is successfully integrated, when the user accesses the Comparative Insights dashboard, then the system visualizes performance trends with appropriate graphs and metrics over the selected time period.

Managers require notifications if new historical data significantly diverges from existing benchmarks, indicating the need for a reevaluation.

Given that new historical data is integrated, when the system detects a significant deviation from established benchmarks, then it triggers an alert for users to review the impact on current project strategies.

To enhance user decision-making, users need access to an export feature that allows them to download historical performance comparisons for offline analysis.

Given that the user has generated a comparative insights report, when they select the export option, then the system produces a downloadable file in a user-friendly format (e.g., CSV, PDF) containing the comparison data.

The system needs to allow users to filter historical data based on various parameters such as date range, project type, and performance metrics for a more personalized analysis.

Given that the user is viewing historical data, when they apply filters based on specified criteria, then the system refreshes to display only the data that meets those filter conditions accurately.

Custom Reporting Functionality

"As a project manager, I want to generate custom reports that highlight comparative performance metrics so that I can present data relevant to my stakeholders effectively."

Description

The Custom Reporting Functionality requirement will provide users with the ability to generate tailored reports focused on comparative performance metrics, including past performances, benchmarks, and project efficacy. Users will be able to specify parameters, select metrics to include, and define the report layout to best suit their analytical needs. This functionality enriches the Comparative Insights feature by allowing deeper analysis and customized view of performance across multiple projects, thus leading to informed strategic decisions and continuous improvement initiatives.

Acceptance Criteria

User wants to generate a custom report comparing project performance metrics against historical data after a project completion.

Given the user is logged into the system, when they select the 'Custom Reporting' option and specify 'Project Completion' as the report type, then they must be able to select relevant metrics, historical dates, and generate a report successfully without errors.

A manager requires a report that showcases performance metrics against industry benchmarks for the current project.

Given the manager is in the Comparative Insights section, when they choose the 'Industry Benchmark' option and select the necessary metrics and filters, then they should be able to view and download the generated report accurately reflecting comparative performance metrics.

A user wants to save a custom report configuration for future use, ensuring they can quickly access it later.

Given the user has configured a report with specific parameters, when they click 'Save Configuration', then the system must store the report details and allow the user to retrieve them from a 'Saved Reports' section with no discrepancies.

A user aims to generate a report that includes graphical representations of performance data.

Given the user has selected a range of metrics for reporting, when they choose the option to include visual graphs, then the generated report must contain accurate graphs that visually represent the selected metrics alongside numerical data.

A team member wants to share a generated custom report with colleagues via email directly from the platform.

Given the custom report has been successfully generated, when the user selects the 'Share' option and enters email addresses, then the system should successfully send the report to the specified recipients with correct formatting and data included.

An administrator needs to ensure that users have permission to create and access custom reports based on their roles.

Given the administrator accesses the user permissions settings, when they configure roles for different user types, then the correct permissions must apply, allowing/denying access to custom report functionalities as intended.

A user wants to generate a report using a specific date range to analyze performance trends over time.

Given the user is preparing a custom report, when they input a start and end date for the report, then the generated report must accurately reflect the performance metrics within the specified date range, ensuring data integrity.

Interactive Reporting

Interactive Reporting transforms static reports into dynamic, manipulable dashboards. Users can click through layers of data, filter views by time periods or project phases, and drill down into specific metrics with ease. This interactive capability enables deeper analysis and understanding of project data, encouraging data-driven decision-making.

Requirements

Data Layer Interaction

"As a project manager, I want to easily connect and visualize data from various sources within my reports so that I can make informed decisions based on comprehensive project metrics."

Description

The Data Layer Interaction requirement enables users to connect and interact with various data sources seamlessly within the Interactive Reporting feature. This function allows users to import data from different formats (CSV, Excel, APIs, etc.) and aggregate relevant project data for analyses. By ensuring smooth integration with existing databases and external data services, the requirement enhances the platform's capacity to provide comprehensive insights across projects, allowing for more informed decision-making and reducing manual data integration. The expected outcome is an enriched reporting experience where data is readily available and manipulable, driving efficiency and accuracy in project assessments.

Acceptance Criteria

User successfully imports a CSV file into the Interactive Reporting dashboard.

Given a valid CSV file with project data, when the user selects the import option, then the data should be displayed in the reporting dashboard without errors.

User filters data by project phase and time period in the Interactive Reporting dashboard.

Given the reporting dashboard is loaded with relevant data, when the user applies filters for project phase and time period, then only the relevant data matching the filter criteria should be displayed.

User accesses external APIs to pull project data into the Interactive Reporting feature.

Given the user has valid API credentials, when the user initiates a connection to the external API, then the project data should be seamlessly imported and visible in the dashboard.

User aggregates data from multiple formats (CSV, Excel, API) for comprehensive analysis.

Given data has been imported from various sources, when the user attempts to aggregate data for a specific project metric, then all relevant data should be combined accurately and presented for analysis.

User receives an error message upon attempting to import an unsupported file format.

Given the user selects an unsupported file format for import, when the user attempts to import this file, then an appropriate error message should be displayed indicating the file format is not supported.

User drills down into specific metrics from the dashboard to view detailed reports.

Given the user is viewing the dashboard, when the user clicks on a specific metric, then a detailed report of that metric should be displayed, showing underlying data and trends.

User saves custom report configurations in the Interactive Reporting feature.

Given the user has configured the reporting dashboard, when the user chooses the 'Save Configuration' option, then the configuration should be saved and retrievable for future sessions.

Customizable Filters

"As a project analyst, I want to apply specific filters to my reports so that I can focus on the data that matters most to my current project needs."

Description

The Customizable Filters requirement allows users to create personalized filters for their reports, enabling them to view and analyze data based on specific criteria relevant to their projects. Users can define parameters such as date ranges, project phases, and worker categories. This feature empowers users to focus on the most relevant information, which enhances clarity and prioritizes key performance indicators (KPIs). As a result, project stakeholders can derive actionable insights quickly and effectively, ensuring that critical metrics are easily accessible and analyzable, thereby improving overall project oversight.

Acceptance Criteria

As a project manager, I want to filter my report to show only data from the last month so that I can analyze recent performance trends.

Given the user is on the interactive reporting dashboard, when the user selects a date range filter set to the last month, then the report should update to display only records within that date range.

As a construction site supervisor, I need to filter reports by project phase, allowing me to focus on specific stages of the project for more targeted insights.

Given the user is on the interactive reporting dashboard, when the user applies a project phase filter, then the report should refresh to display data corresponding to the selected project phase only.

As a financial analyst, I would like to filter the report to view only worker categories that incur overtime costs to assess budget implications.

Given the user is on the interactive reporting dashboard, when the user selects the worker category filter for overtime workers, then the report should only show data related to those categories.

As a team leader, I want to customize my report to track non-compliance incidents over the past quarter.

Given the user is on the interactive reporting dashboard, when the user sets the filter criteria for non-compliance incidents and specifies the last quarter, then the report should only show incidents occurring in that timeframe.

As an operations manager, I need the ability to save and reuse custom filter settings for future reports.

Given the user has created a custom filter, when the user saves that filter, then the filter should be accessible in a saved filters list for future use.

As an administrator, I want to ensure that all users have the right permissions to create and modify their own filters without affecting others.

Given a user with standard permissions attempts to create or modify filters, then the system should allow changes only for that user’s session and restrict access to global filters.

As a data analyst, I want to ensure that all filter operations performed on the report update the displayed metrics accurately in real-time.

Given the user applies multiple filters to the report, when each filter is applied, then the total metrics displayed should accurately reflect the data filtered according to the criteria specified.

Dynamic Data Visualization

"As a construction supervisor, I want to see real-time visuals of project metrics as I filter data, so that I can quickly identify trends and adjust resources as needed."

Description

The Dynamic Data Visualization requirement introduces the capability for real-time graphical updates as users interact with the data. This feature enables users to generate charts, graphs, and other visual elements that respond to filtering and manipulation actions instantly. It enhances user engagement and provides a more intuitive understanding of complex data sets. By incorporating dynamic visual elements, the platform fosters a deeper analysis of trends and anomalies within project performance metrics, which can lead to proactive decision-making and adjustments in strategy.

Acceptance Criteria

User applies filters to view project performance metrics over the past month.

Given the user is on the interactive reporting dashboard, when they select a date range for the last month and apply the filter, then the visual representation of data updates to show metrics specifically for that period, including a clear comparison against the previous month.

User drills down into a specific project phase to view detailed data.

Given a user is viewing the overall project metrics dashboard, when they click on a specific project phase, then the dashboard updates to display detailed metrics solely for that phase, with appropriate visualizations (charts/graphs) reflecting these metrics.

User generates a graphical representation of employee hours tracked in real-time.

Given the user is on the dashboard, when they select an option to visualize employee hours for the current week, then the system generates an interactive chart that updates in real-time as data changes, allowing users to see current versus target hours immediately.

User interacts with the dashboard to identify trends in labor costs.

Given the user has selected a specific date range and metric (e.g., labor costs), when they hover over different sections of the visual representation, then a tooltip with detailed insights and percentage changes will appear, enhancing data comprehension.

User resets filters after generating a customized view of project metrics.

Given the user has applied multiple filters on the dashboard, when they click the reset button, then all filters should be cleared, returning the visual representations to their default state without requiring a page reload.

User shares a filtered report with team members.

Given the user has customized a view of project metrics, when they click the share button, then a link to the current dashboard view should be generated, allowing others to access the same report configuration with all applied filters intact.

User assesses the impact of recent changes on project timelines.

Given the user has made adjustments to project scheduling parameters, when they access the dynamic visualization dashboard, then the changes should be reflected in real-time, providing comparative metrics illustrating potential timeline impacts.

Exportable Reports

"As a project director, I want to export interactive reports in different formats so that I can share vital project insights with stakeholders who do not use the platform."

Description

The Exportable Reports requirement enables users to export their interactive reports in various formats such as PDF, Excel, and PowerPoint. This capability is essential for sharing insights with stakeholders who may not have direct access to the platform. By allowing reports to be exported with all filters applied and visualizations intact, it facilitates effective communication and presentation of data analyses. This feature enhances collaboration across teams and supports strategic planning sessions, enabling stakeholders to access and review key findings without platform dependencies.

Acceptance Criteria

Export a report in PDF format to present data during a project meeting with stakeholders.

Given the user has created an interactive report and applies filters, When the user selects the 'Export' option and chooses PDF format, Then the report should export successfully with all applied filters and visualizations included.

Export a report in Excel format for further analysis by the finance team.

Given the user has created an interactive report with detailed metrics, When the user selects the 'Export' option and chooses Excel format, Then the output file should contain all data points, charts, and filters in an organized spreadsheet format.

Share an exported PowerPoint report with an executive who does not have access to the platform.

Given the user has generated an interactive report, When the user selects the export option for PowerPoint, Then the exported presentation should accurately reflect the report content, including charts, graphs, and filters applied, and be downloadable by the user.

Validate successful export of a report with multiple filters applied.

Given the user applies multiple filters to an interactive report, When the user exports the report in any format, Then the exported file must retain all filter settings applied, accurately reflecting the data subset that was visualized.

Ensure that all interactive elements in the exported report function as expected when opened in external viewers.

Given the user exports an interactive report, When the user opens the exported file in a supported viewer (PDF viewer, Excel, PowerPoint), Then embedded links and interactive elements must remain functional and provide accurate data navigation.

Review user documentation for exporting reports.

Given the requirement for exporting reports, When the user accesses documentation, Then the documentation must clearly state the steps involved in exporting reports in all supported formats, including examples and troubleshooting tips.

Automated Insights Suggestions

"As a project manager, I want to receive automated suggestions based on my project data analysis so that I can make timely interventions without having to analyze every data point myself."

Description

The Automated Insights Suggestions requirement implements an intelligent engine that analyzes the data to identify trends, anomalies, and key performance indicators. By using machine learning algorithms, the feature suggests actionable insights automatically to users based on their historical interactions and current data inputs. This function enhances proactive decision-making and minimizes the cognitive load on users, allowing them to address potential issues before they escalate. By providing contextual recommendations, the platform positions itself as a valuable decision-support tool for construction management teams.

Acceptance Criteria

User initiates a project analysis on the Interactive Reporting dashboard to view trends and receive suggestions.

Given a user is logged into Constructify, when they access the Interactive Reporting dashboard and select a project, then the system should automatically analyze the data and display actionable insights relevant to that project within 5 seconds.

A user interacts with the insights suggestions to filter data based on specific parameters.

Given a user is on the insights suggestion page, when they apply a filter for 'last 30 days' data, then the insights displayed should reflect only the trends and anomalies from that specified time period, ensuring data accuracy.

A user receives real-time alerts for anomalies detected in worker performance metrics.

Given a user has set up anomaly detection preferences, when the system identifies an outlier in worker performance data, then the user should receive an alert notification within 1 minute of the anomaly detection for timely intervention.

Users utilize the historical interaction data to receive personalized insights.

Given a user has interacted with the platform for at least three previous projects, when they access the insights suggestions, then the system will present tailored insights based on historical performance and user activity patterns.

A user explores deeper insights by drilling down into specific metrics on the dashboard.

Given a user is viewing the insights suggestions dashboard, when they click on a specific metric, then the system should provide a detailed breakdown of that metric along with historical trends within 3 seconds.

Integration with payroll data to enhance the insight suggestions.

Given that payroll data is integrated into Constructify, when the user views insights on labor costs, then the insights should reflect both actual labor costs and projected costs for the next phase of the project, showing a comparison for better decision-making.

The system tracks the effectiveness of implemented suggestions over time.

Given a user has executed a suggestion from the insights provided, when the performance data for that suggestion is analyzed, then the system should show a measurable improvement in the targeted KPI within the next reporting period.

User Role Access Control

"As a system administrator, I want to assign different permissions for users accessing reports so that I can ensure data security and compliance within our projects."

Description

The User Role Access Control requirement establishes permissions for different user roles within the interactive reporting feature. This ensures that sensitive data is only accessible to authorized personnel, enhancing data security and compliance. By defining roles such as administrators, project managers, and analysts, the platform can tailor the report visibility and editing capabilities according to the user's position and responsibility within the organization. This feature is crucial for maintaining governance in data handling and ensuring that project teams collaborate effectively without compromising sensitive information.

Acceptance Criteria

Administrator Access to Interactive Reports

Given an administrator is logged in, when they access the Interactive Reporting feature, then they should have full visibility to all project data, including metrics that are marked as sensitive.

Project Manager Data Filtering

Given a project manager is logged in, when they access the Interactive Reporting feature, then they should only see project data relevant to the projects they are managing and should not have access to sensitive metrics from other projects.

Analyst Restricted Editing Rights

Given an analyst is logged in, when they access the Interactive Reporting feature, then they should be able to filter and view data but should not have permission to edit any reports or sensitive metrics.

Session Timeout for Unauthorized Users

Given any user role has been inactive for 15 minutes, when they try to access the Interactive Reporting feature, then they must be prompted to log in again to ensure security and data protection.

Role-Based Authentication Log Review

Given that the User Role Access Control feature is implemented, when an administrator reviews the access logs, then they should see a complete record of user access attempts, including successful and denied attempts based on their roles.

Correct Role Assignment During User Creation

Given an administrator creates a new user account, when assigning the user's role, then the system must ensure that the selected role aligns with the permissions for accessing the Interactive Reporting feature.

Auditing Role Changes

Given an administrator has changed the role of an existing user, when accessing the audit trail, then there should be a record detailing the previous role, the new role, and the timestamp of the change.

Forecasting Module

Forecasting Module leverages historical data and predictive analytics to project future project outcomes. It utilizes machine learning algorithms to analyze past trends and generate forecasts on labor needs, costs, and completion timelines. This foresight equips managers with the insights needed to plan resource allocation and adjust project timelines proactively.

Requirements

Data Integration for Historical Analytics

"As a project manager, I want to integrate historical data from various sources into the Forecasting Module, so that I can obtain comprehensive insights for more accurate future project forecasts."

Description

This requirement involves the ability to seamlessly integrate various data sources relevant to construction projects, including past project data, worker performance metrics, financial reports, and environmental factors. The integrated system will ensure that the Forecasting Module has access to comprehensive historical data necessary for accurate forecasting. By consolidating data from multiple sources, it enhances the quality and reliability of predictive analytics, allowing managers to make informed decisions about future resource allocation and project timelines, ultimately improving project efficiency and cost-effectiveness.

Acceptance Criteria

Integration of Historical Project Data to Support Labor Forecasting

Given the system is connected to various external data sources, When historical project data is pulled into the Forecasting Module, Then the data should show accurate records for at least 95% of the past projects over the last five years without errors.

Worker Performance Metrics integration for Performance Analytics

Given the worker performance data is available from different sources, When the data is integrated into the system, Then the module should analyze and provide insights on at least 90% of workers with a performance accuracy rate of 80% or higher.

Financial Report Integration for Cost Forecasting

Given the financial reports from past projects are uploaded, When the system processes this data, Then the Forecasting Module should accurately predict future costs within 10% margin of error based on historical trends.

Seamless Integration of Environmental Factors for Comprehensive Forecasting

Given environmental data is available and relevant to construction projects, When this data is combined with other performance metrics, Then the system should demonstrate an increase in forecasting accuracy by at least 15% compared to previous models without this data.

User Interface for Data Integration Monitoring

Given the Reporting Dashboard is available, When a user accesses the dashboard, Then it should provide real-time status updates on data integration processes, displaying any errors or issues within 2 seconds.

Alerts for Data Discrepancies in Historical Data

Given the data integration process is complete, When discrepancies are found in the historical data, Then the system should generate alerts and notifications to users for any variations exceeding 5% between integrated datasets.

Documentation for Data Source Integration

Given the system capabilities are developed, When the integration process is finalized, Then comprehensive documentation detailing the integration methods and data source specifications should be available for user reference.

Predictive Labor Analysis

"As a construction manager, I want to receive predictive analytics on future labor needs, so that I can allocate resources more efficiently and avoid project delays due to labor shortages."

Description

This requirement entails the development of algorithms capable of analyzing historical labor data to predict future labor needs across various projects. The analysis will focus on factors such as project size, type, and past labor configurations to generate predictive insights. These insights will assist construction managers in planning and managing workforce allocation effectively, leading to better preparedness for upcoming projects and mitigating labor shortages or overages, thereby optimizing labor costs and improving overall project timelines.

Acceptance Criteria

As a construction manager, I want to generate a predictive labor analysis report before project initiation so that I can ensure adequate workforce planning for upcoming projects.

Given historical labor data has been collected, when I generate the predictive labor analysis report, then the report should include projections for labor needs based on project size and type, with at least 90% accuracy compared to actual labor usage in similar past projects.

As a project administrator, I need to modify the parameters used for labor prediction, such as project type and size, to see how these changes affect labor forecasts so that I can refine our labor acquisition strategies accordingly.

Given I adjust the parameters for project type and size in the forecasting module, when I request a new labor forecast, then the output should reflect these adjustments, and the predictions should be recalculated without any significant delays.

As an operations director, I'm interested in reviewing the effectiveness of predictive labor analysis by comparing predicted labor needs to actual labor usage after project completion.

Given a project has been completed, when I compare the projected labor needs from the predictive analysis with actual labor utilized, then the variance should not exceed 10% in either direction to validate the accuracy of the algorithms.

As a construction site supervisor, I would like to receive automated alerts when the predictive labor analysis indicates potential labor shortages or excesses so that I can proactively adjust resource allocation.

Given the predictive labor analysis algorithms are running, when labor need forecasts indicate a projected shortage or excess, then automated alerts should be sent to the site supervisor at least 48 hours in advance of anticipated labor needs.

As a data analyst, I want to visualize historical trends in labor usage alongside predictive insights, so I can better communicate forecasts to stakeholders.

Given the historical labor data and predictive insights are available, when I access the data visualization tool, then I should be able to generate charts and graphs that clearly display trends and forecasts in labor needs, ensuring that the data is easy to interpret.

As a project manager, I need the predictive labor analysis to integrate seamlessly with our project management software for streamlined operations.

Given the project management software is in use, when I run the predictive labor analysis, then the results should automatically populate the resource management section of the project management tool without manual entry, ensuring real-time updates.

Future Cost Estimation

"As a financial planner, I want to generate future cost estimations using past project data, so that I can create more accurate budgets and financial plans for upcoming projects."

Description

This requirement focuses on implementing a cost estimation engine that utilizes historical data and machine learning to forecast future costs of labor, materials, and equipment for various construction projects. The engine will take into account inflation rates, market trends, and historical expenses to provide accurate cost projections. This feature will enable project managers to budget more effectively, allowing for better financial planning and resource allocation, ensuring projects remain within their financial constraints.

Acceptance Criteria

As a project manager, I want to access the Future Cost Estimation tool during the initial budgeting phase of a new construction project to forecast all potential costs based on historical data and current market trends.

Given I am logged into the Constructify platform, when I access the Future Cost Estimation tool, then I should be able to input project details and receive a detailed cost projection report that includes labor, materials, and equipment costs.

As a construction manager, I want the cost estimation engine to consider inflation rates and market trends when generating forecasts so that I can align my budget with realistic financial expectations.

Given I input historical expenses and current market data into the Future Cost Estimation engine, when I run the cost estimation, then the output should accurately reflect cost increases based on defined inflation rates and market trends.

As a project manager, I need the ability to compare estimated costs against actual costs for previous projects to evaluate the accuracy of the forecasting engine.

Given I have access to completed project data, when I request a comparison report, then I should see a side-by-side analysis of estimated costs versus actual costs for past projects, including variance percentages for labor, materials, and equipment.

As a project accountant, I want to ensure that the Future Cost Estimation tool integrates seamlessly with the payroll and accounting systems to reflect the most accurate financial data.

Given I have entered the project details and cost estimates, when I generate the final cost report, then the report should automatically sync with the payroll and accounting systems, reflecting the estimated costs without manual input errors.

As a construction executive, I need to receive alerts when projected costs exceed predefined thresholds so that I can make timely decisions to mitigate budget overruns.

Given I have set budget threshold limits in the Future Cost Estimation module, when the estimated costs exceed these thresholds, then I should receive an automatic alert via email or in-app notification indicating the overage.

As a user, I want the cost estimation engine to provide insight into potential cost-saving options during the forecasting process to optimize project spending.

Given I have initiated a cost estimation process, when I analyze the output report, then the report should include recommended strategies for cost savings based on historical data and machine learning insights.

Completion Timeline Prediction

"As a project scheduler, I want to forecast project completion timelines based on historical data analytics, so that I can manage project schedules more effectively and reduce the risk of delays."

Description

This requirement covers the ability to provide forecasts on project completion timelines based on historical data analysis of similar projects. The forecasting will consider various influencing factors such as project complexity, resource availability, and productivity rates, allowing construction companies to anticipate project delays and adjust schedules proactively. This feature will lead to better project management, allowing for timely adjustments that align with project goals and deliverables.

Acceptance Criteria

Project Managers use the Completion Timeline Prediction feature to analyze a new construction project that is similar to past projects, utilizing historical data for forecast generation.

Given a project with historical data available, when the project manager requests a completion timeline prediction, then the system should return a predicted completion date that accounts for at least three influencing factors such as project complexity, resource availability, and productivity rates.

A construction firm has recently entered a new project phase, and the project manager relies on the Completion Timeline Prediction to adjust schedules and reallocates resources accordingly.

Given updated information on resource availability and productivity rates, when the project manager inputs these data points into the system, then the system should recalibrate the expected completion timeline and indicate the new prediction to ensure accuracy.

During a bi-weekly project meeting, stakeholders request an overview of the project's predicted completion timeline based on real-time updates and past performance data.

Given that the project has historical performance data, when the project manager accesses the forecasting module, then the system should provide a visual representation of the predicted completion timeline including any adjustments made since the last forecast review.

After inputting all relevant project variables, the forecasting module must generate a prediction report for stakeholder review before the project begins.

Given the necessary historical data and current project inputs, when a completion timeline prediction report is generated, then the report must include a breakdown of the confidence level for the prediction and highlight any potential risks that could affect the timeline.

A construction team faces a sudden delay on a key task and needs to understand how this impacts the overall project timeline.

Given the occurrence of a delay, when the team updates the project status in the forecasting module, then the system should automatically recalculate the completion timeline reflecting the new delay and provide an updated prediction.

The system administrator reviews the accuracy of previous completion timeline predictions against actual project outcomes to refine the forecasting algorithms.

Given a completed project with recorded data, when the administrator runs the accuracy assessment feature, then the system should produce a report detailing the variance between predicted and actual completion dates, providing insights for future predictions.

End users need to understand how external factors like weather conditions affect their project delivery timelines through the forecasting module.

Given the input of potential external factors such as adverse weather conditions, when the project manager utilizes the forecasting module, then the system should adjust the completion timeline prediction accordingly and provide rationale for the adjustment.

User-Friendly Dashboard for Insights

"As a construction executive, I want to view an intuitive dashboard that summarizes forecasts and analytics, so that I can make strategic decisions based on clear and accessible insights into project performance."

Description

This requirement involves creating an intuitive dashboard that displays key insights and forecasts generated by the Forecasting Module. The dashboard will present data visualizations, trends, and forecasts in an easily digestible format, allowing users to quickly interpret the data and make informed decisions. This user-friendly interface will improve user engagement and ensure that stakeholders can access and understand the insights needed for strategic planning and operational adjustments.

Acceptance Criteria

User accesses the dashboard to view current and projected labor needs after receiving an alert about an upcoming project phase.

Given the user is logged into the Constructify platform, when they navigate to the Forecasting Module dashboard, then the dashboard should display historical labor data, current labor availability, and projected labor needs in graphical format.

Project managers review cost forecasts on the dashboard during a team meeting to strategize budget allocation for the next project phase.

Given the user has accessed the Forecasting Module, when they select the cost forecasting section, then they should be presented with a clear visual breakdown of projected costs that includes total estimated costs, cost trends over time, and possible variances.

A user wants to track the impact of recent project changes on completion timelines displayed on the dashboard.

Given recent changes have been made to the project plans, when the user refreshes the dashboard, then the completion timeline forecast should be updated to reflect the latest project inputs and display a comparison with the previous timeline forecasts.

A stakeholder is reviewing the dashboard to ensure compliance with labor regulations by assessing labor distribution across various projects.

Given the user has accessed the compliance section of the dashboard, when they apply filters to view labor distribution, then the dashboard should display labor allocation per project in compliance with regulatory standards, along with alerts for any discrepancies.

A user is utilizing the dashboard while planning a new project to gather insights on past project timelines and labor effectiveness.

Given the user is in the Forecasting Module dashboard, when they access historical project data, then they should see clear visualizations of past project timelines, labor effectiveness ratings, and key metrics that influenced previous project outcomes.

Product Details

Vision & Mission

Problem & Solution

Details & Audience

User Personas

Tech-Savvy Superintendent

Background

Needs & Pain Points

Needs

Pain Points

Psychographics

Channels

Budget-Conscious Contractor

Background

Needs & Pain Points

Needs

Pain Points

Psychographics

Channels

Safety-First Coordinator

Background

Needs & Pain Points

Needs

Pain Points

Psychographics

Channels

Remote Workforce Manager

Background

Needs & Pain Points

Needs

Pain Points

Psychographics

Channels

Green Construction Advocate

Background

Needs & Pain Points

Needs

Pain Points

Psychographics

Channels

Product Features

SkillMatch

Requirements

Real-time Skill Assessment

Description

Acceptance Criteria

Preference-Based Matching

Description

Acceptance Criteria

Automated Matching Report

Description

Acceptance Criteria

Training Gap Identification

Description

Acceptance Criteria

Dynamic Adjustment of Worker Assignments

Description

Acceptance Criteria

Integration with Existing Payroll Systems

Description

Acceptance Criteria

ProfileBoost

Requirements

Profile Customization

Description

Acceptance Criteria

Skill Endorsements

Description

Acceptance Criteria

Project Relevance Matching

Description

Acceptance Criteria

Mobile Profile Access

Description

Acceptance Criteria

Certification Management

Description

Acceptance Criteria

Dynamic Skill Assessment