Carbon Credit Exchange
A dynamic marketplace where businesses can buy and sell carbon credits seamlessly. This easy-to-navigate platform enables organizations to manage their carbon footprint effectively, ensuring they have the flexibility to offset their emissions while supporting various environmentally-friendly projects. The Carbon Credit Exchange bridges the gap between supply and demand, promoting transparency and fostering community engagement in sustainability initiatives.
Requirements
Seamless Carbon Credit Transactions
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User Story
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As a business owner, I want to easily buy and sell carbon credits in a user-friendly interface so that I can efficiently manage my emissions and contribute to sustainability efforts without administrative burdens.
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Description
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This requirement ensures that businesses can buy and sell carbon credits with minimal friction at every stage of the transaction process. The platform must integrate secure payment gateways, automatic transaction logging, and real-time updates on credit availability. The must-have features include a clear user interface that simplifies the buying and selling process, automatic verification of transaction compliance, and a notification system that alerts users about their transaction statuses and market trends. This functionality is critical in promoting user engagement and fostering a sense of trust and reliability in the marketplace, ultimately supporting businesses in their sustainability strategies.
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Acceptance Criteria
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User initiates a transaction to purchase carbon credits on the EcoTrackly platform through the Carbon Credit Exchange.
Given the user is logged into their account, When they select the carbon credits to purchase and confirm the transaction, Then the transaction should complete successfully with a confirmation notification sent to the user.
A user attempts to sell carbon credits that they own on the EcoTrackly platform.
Given the user has available carbon credits, When they select the credits to sell and submit the transaction, Then the system should automatically verify the credit ownership and log the transaction in real-time, updating availability for other users.
A user wants to check the status of their carbon credit transaction after initiating a purchase.
Given the user has previously initiated a carbon credit transaction, When they navigate to the transaction history page, Then they should see the correct status of their transaction (completed, pending, or failed) along with a timestamp and transaction ID.
User receives a notification about significant market trends affecting carbon credit prices.
Given the user has opted into market notifications, When there is a significant change in carbon credit prices, Then the user should receive a real-time notification about the change via their selected communication method (email, SMS, or in-app alert).
A user attempts to complete a transaction using an invalid payment method.
Given the user has selected an invalid payment method, When they attempt to finalize the transaction, Then the system should reject the transaction with an appropriate error message explaining the issue and suggesting valid options.
User wishes to receive a report on their carbon credit transactions for compliance purposes.
Given the user navigates to the reporting section, When they request a transaction report, Then the system should generate a downloadable summary of all transactions, including dates, amounts, and credits involved, formatted according to compliance requirements.
A user browses available carbon credits before initiating a purchase.
Given the user is on the Carbon Credit Exchange page, When they view the listing of available carbon credits, Then the credits should be displayed with clear pricing, project details, and an option to filter based on criteria such as price and type of project.
Dynamic Market Analytics Dashboard
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User Story
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As a sustainability manager, I want access to a dynamic analytics dashboard so that I can track market trends and make informed purchasing decisions regarding carbon credits.
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Description
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The requirement outlines the need for a comprehensive analytics dashboard that displays real-time insights into the carbon credit market, including trends, pricing history, and supply-demand curves. The dashboard should provide customizable visualizations to help users make informed decisions based on their trading strategies. Key features must include data filters, exportable reports, and forecasts based on predictive analytics. By implementing this requirement, EcoTrackly will empower its users to better understand the market dynamics, enabling smarter transactions and enhanced strategic planning for their sustainability initiatives.
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Acceptance Criteria
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Real-time market updates for users actively trading carbon credits.
Given a user is logged into the Carbon Credit Exchange dashboard, when they access the market analytics page, then they should see real-time updates on carbon credit prices, trends, and supply-demand data with less than a 2-second refresh rate.
Customization of dashboard visualizations to meet user preferences.
Given a user has accessed the Dynamic Market Analytics Dashboard, when they select visualization types and apply data filters, then the dashboard should reflect these changes accurately and in real-time without any loss of data integrity.
Exporting reports for offline analysis of market trends.
Given a user is on the market analytics page, when they click on the export report button, then they should successfully download a CSV file containing the selected data points, including pricing history and trends, within 5 seconds of the request.
Forecasting future market trends based on predictive analytics.
Given a user is viewing the analytics dashboard, when they select the forecast option, then the system should display predictive insights on carbon credit pricing and demand for at least the next quarter with visual representation.
Ensuring data accuracy and reliability within the dashboard.
Given the system aggregates data from various sources, when the user requests a specific analytics report, then the report should show a maximum variance of 5% from a predefined benchmark over a one-month period.
Integration of user feedback for continuous improvement of the dashboard.
Given that users can submit feedback directly through the dashboard, when a feedback submission is recorded, then the user should receive a confirmation message and the feedback should be stored for review by the product team within 1 business day.
Robust Reporting Mechanism for Compliance
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User Story
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As a compliance officer, I want an automated reporting tool that creates detailed reports on our carbon credit transactions so that I can ensure we meet regulatory requirements without excessive manual effort.
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Description
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This requirement establishes a comprehensive reporting mechanism tailored to help businesses meet compliance regulations pertaining to carbon credits. The mechanism must automate the generation of detailed reports, including transaction summaries, credit balances, and usage histories, formatted per regulatory standards. It should also support multiple reporting schedules and provide reminders for upcoming reporting obligations. This functionality is essential for streamlining compliance processes, reducing audit risks, and maintaining transparency in carbon footprint management.
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Acceptance Criteria
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Automated Report Generation for Monthly Compliance Submission
Given a user schedules a monthly reporting task, when the reporting period ends, then the system should automatically generate and send a compliance report detailing transaction summaries, credit balances, and usage histories according to regulatory standards.
User-Friendly Report Access and Downloading
Given a user needs to review previous compliance reports, when they navigate to the reporting section, then they should be able to access, view, and download any generated report with ease, formatted as a PDF.
Alerts for Upcoming Reporting Obligations
Given a user has set up reminders for compliance reporting, when a reporting deadline is within 7 days, then the user should receive an automated email notification alerting them of the upcoming obligation.
Support for Multiple Reporting Schedules
Given a user managing multiple compliance timelines, when they configure their reporting preferences, then the system should support at least three different reporting schedules per user account.
Detailed Transaction Summaries in Reports
Given a generated compliance report, when the user reviews the transaction summaries, then the report should include all transactions conducted within the reporting period, complete with timestamps and relevant details.
Verification of Report Formatting for Regulatory Standards
Given a report is generated for submission, when the report is reviewed, then it must comply with the specified regulatory formatting guidelines as verified by system checks.
User Authentication and Security Protocols
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User Story
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As a user, I want to ensure that my account and transaction details are secure so that I can have peace of mind while trading carbon credits on the platform.
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Description
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This requirement emphasizes the importance of establishing secure user authentication and stringent security protocols to protect sensitive information during transactions within the Carbon Credit Exchange. This feature must include multi-factor authentication, role-based access controls, and data encryption to safeguard user identities and transaction integrity. This is critical for building trust with users, preventing fraudulent activities, and ensuring compliance with data protection regulations, thereby enhancing the overall credibility of the platform.
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Acceptance Criteria
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User accesses the Carbon Credit Exchange and attempts to log in using valid credentials.
Given a registered user with valid credentials, when the user enters their username and password, then they should be granted access to their account on the Carbon Credit Exchange.
User attempts to log in using invalid credentials.
Given a registered user, when the user enters an incorrect username or password, then the system should display an error message indicating invalid login details and prevent access.
A user initiates a transaction to buy carbon credits.
Given a logged-in user, when the user initiates a transaction to buy carbon credits, then the system should require multi-factor authentication before completing the transaction.
A user changes their account password.
Given a logged-in user, when the user accesses the account settings and requests to change their password, then they must provide their current password and a new password, and the system should successfully update the password upon validation.
A user attempts to access restricted features based on their role.
Given a user with a specific role, when the user tries to access features outside their permissions, then the system should deny access and display an appropriate message explaining their role restrictions.
User data is transmitted during a transaction.
Given a user performing a transaction on the Carbon Credit Exchange, when the transaction data is transmitted, then the system must ensure that all sensitive data is encrypted in transit to protect against unauthorized access.
User logs out from their session.
Given a logged-in user, when the user clicks the logout button, then the system should securely terminate the session and redirect the user to the login page while ensuring that all sensitive information is cleared from the session.
Community Engagement Features
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User Story
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As a user, I want to participate in community discussions and share experiences with others in the sustainability field so that I can learn more and contribute to collective environmental efforts.
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Description
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This requirement outlines the need for community engagement features that promote interaction and collaboration among users within the Carbon Credit Exchange. Features should include discussion forums, feedback systems, and highlight success stories on sustainability initiatives. Such functions will encourage sharing of best practices, building a community around sustainable practices, and enhancing user retention. By fostering a collaborative environment, the platform can drive greater engagement and promote its vision of sustainability more effectively.
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Acceptance Criteria
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User Engagement in Discussion Forums
Given a logged-in user, When they navigate to the discussion forum, Then they should be able to post new topics and reply to existing threads without errors.
Providing Feedback on Transactions
Given a user who has completed a carbon credit transaction, When they visit their transaction history, Then they should see an option to provide feedback and access a feedback form.
Highlighting Success Stories
Given there are submitted success stories, When users visit the success stories section, Then they should see a well-organized list of these stories with filters for categories and dates.
User Notification for New Forum Posts
Given a user is subscribed to a discussion topic, When a new post is made in that topic, Then the user should receive an email notification and an in-app alert.
Accessing Community Resources
Given a logged-in user, When they access the community resources tab, Then they should find a repository of best practices and case studies related to carbon credits and sustainability.
Comment Moderation System
Given a user submits a comment in the discussion forum, When the comment is submitted, Then it should go into a moderation queue and be validated for appropriateness before public visibility.
Project Verification Hub
An integrated feature that provides detailed information and certification status for all carbon offset projects listed on the marketplace. Users can access transparency reports, impact assessments, and compliance documentation, ensuring that they can make informed decisions about which projects align with their sustainability goals. This builds trust in the carbon credit purchasing process, enhancing user confidence in their sustainability investments.
Requirements
Carbon Project Transparency Reports
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User Story
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As a sustainability manager, I want to access transparency reports for carbon offset projects so that I can verify their credibility and impact before making purchasing decisions.
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Description
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This requirement focuses on the development of comprehensive transparency reports for each carbon offset project listed on the marketplace. These reports will include detailed information about the project's origin, operational practices, performance metrics, and third-party evaluations. The benefit of having transparency reports is that they will enable users to have clear visibility into the credibility and efficacy of the projects they are considering, fostering confidence in their investment decisions. The integration of this feature will be seamless with the existing Project Verification Hub, enhancing user experience and trust.
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Acceptance Criteria
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User accesses the transparency report for a specific carbon offset project to assess its credibility before making a purchase.
Given the user is on the Project Verification Hub, when they select a carbon offset project, then the detailed transparency report for that project is displayed, including information on origin, operational practices, performance metrics, and third-party evaluations.
User views a summary of the transparency report and wants to download a PDF version for their records.
Given the user is viewing the transparency report, when they click the 'Download PDF' button, then a PDF version of the transparency report is generated and downloaded without errors.
User searches for carbon offset projects based on specific sustainability criteria using the transparency reports.
Given the user is on the Project Verification Hub, when they enter specific sustainability criteria into the search bar, then only the carbon offset projects that meet those criteria are displayed with links to their transparency reports.
User selects multiple carbon offset projects to compare their transparency reports side by side.
Given the user has selected multiple carbon offset projects, when they click on the 'Compare Projects' button, then a side-by-side comparison of selected projects' transparency reports is displayed for easy evaluation.
Admin reviews and updates the transparency report for a carbon offset project due to new evaluation data.
Given the admin is logged into the system, when they navigate to the project management section and upload a new transparency report, then the report should replace the previous version and reflect the updated information on the Project Verification Hub.
User submits feedback on the transparency report after reviewing it.
Given the user has read the transparency report, when they provide feedback via the feedback form, then a confirmation message is displayed, and the feedback is stored in the system for review.
Impact Assessment Availability
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User Story
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As an environmental analyst, I want to review impact assessments of carbon projects to understand their contributions to sustainability and social responsibility, so I can recommend projects that align with our values.
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Description
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This requirement entails the creation of impact assessments for each carbon offset project, detailing environmental and social impacts. These assessments will provide users with quantifiable metrics on how each project contributes to carbon reduction and its broader societal benefits. By integrating impact assessments, EcoTrackly will allow users to evaluate projects not just on carbon credits but also on ecological and social value, thereby supporting users in aligning their investments with their corporate responsibility goals.
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Acceptance Criteria
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Project managers are reviewing various carbon offset projects on EcoTrackly's Project Verification Hub to determine their sustainability impact and potential investment viability.
Given a list of carbon offset projects, When a project is selected, Then the system should display a detailed impact assessment that includes environmental and social metrics, along with certification status.
Users are interested in understanding the real-world impact of carbon offset projects for their sustainability reporting efforts. They want to compare multiple projects based on their impact assessments.
Given multiple selected carbon offset projects, When the user requests a comparison, Then the system should generate a comparison report highlighting key metrics from each project's impact assessment side by side.
A compliance officer is preparing a report for stakeholders indicating the impact of investments in carbon offset projects. They need to ensure all necessary documentation is accessible and accurate.
Given an impact assessment is available, When the compliance officer accesses the documentation, Then all related transparency reports, impact assessments, and compliance documents should be easily accessible for download.
Investors are reviewing the sustainability credentials of various projects to ensure they meet their corporate responsibility goals before investing their resources into carbon credits.
Given a selected project for investment, When the user checks the project details, Then the impact assessment should display quantifiable metrics regarding carbon reduction and societal benefits.
Stakeholders want to track changes in impact assessments over time to align with evolving sustainability goals and provide feedback to project managers.
Given an impact assessment is created for a project, When the project undergoes significant changes, Then the system should automatically update the impact assessment and notify users of the changes.
Users are interacting with the EcoTrackly platform for the first time and want to understand how to interpret the impact assessments of carbon offset projects available in the marketplace.
Given a user clicks on a help icon next to impact assessments, When the user accesses the help section, Then a detailed guide explaining the metrics and implications of impact assessments should be displayed.
A sustainability analyst is conducting a detailed evaluation of the carbon credit projects featured on EcoTrackly, aiming to provide recommendations based on social and environmental impacts.
Given the user is reviewing impact assessments, When they filter projects by social benefits or environmental metrics, Then the system should accurately present only those projects that meet the specified criteria.
Dynamic Certification Status Updates
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User Story
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As a compliance officer, I want to receive dynamic updates on the certification status of carbon projects so that I can ensure we are investing in compliant and certified initiatives.
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Description
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This requirement focuses on implementing dynamic updates for the certification status of carbon offset projects within the Project Verification Hub. By integrating real-time updates from accreditation bodies and relevant stakeholders, users will receive timely information regarding any changes in a project’s certification status. This feature is crucial, as it ensures that users are always aware of the current compliance standing of their potential investments, thus mitigating risks associated with investing in projects that may no longer meet certification criteria.
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Acceptance Criteria
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Dynamic Updates for Certification Status in Real-Time View
Given a user accesses the Project Verification Hub, when a carbon offset project's certification status changes, then the user should see the updated status reflected in real-time without needing to refresh the page.
Notification System for Certification Status Changes
Given a user is subscribed to updates for specific carbon offset projects, when a project’s certification status is updated, then the user should receive an automated notification via email or in-app alert informing them of the change.
Visibility of Certification History
Given a user views a specific carbon offset project in the Project Verification Hub, when they access the certification status section, then they should be able to see the complete history of certification changes, including dates and details of each change.
Impact on Project Investment Priority
Given a user has invested in carbon offset projects, when they review their portfolio after a certification status change, then the system should flag projects with updated certifications as high, medium, or low risk based on compliance status.
User Feedback on Certification Updates
Given a user receives a notification about a certification status change, when they review the update, then they should be prompted to provide feedback on the clarity and usefulness of the information provided.
Integration with Accredited Bodies
Given the requirement for accurate certification status updates, when the system queries accredited bodies for project status, then it should correctly receive and display the certification status within a maximum of 5 minutes.
Data Visualization of Certification Changes
Given a user navigates to the Project Verification Hub, when they view carbon offset projects, then they should see a visual graph representing the timeline of certification status changes for each project they are interested in.
User-friendly Navigation and Filtering
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User Story
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As a procurement officer, I want to be able to filter carbon offset projects by specific criteria so that I can quickly identify suitable projects that align with our sustainability objectives.
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Description
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This requirement focuses on enhancing the user interface of the Project Verification Hub with improved navigation and filtering options. Users will be able to easily filter projects by carbon reduction type, location, certification status, and impact metrics. This will simplify the decision-making process for users and provide a more intuitive experience when browsing projects. This feature is essential for ensuring that users can efficiently identify and compare projects that best fit their sustainability goals.
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Acceptance Criteria
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Users need to navigate the Project Verification Hub to find carbon offset projects that fit their sustainability goals, using various filters such as location, certification status, and impact metrics.
Given that the user is on the Project Verification Hub, when they apply filters for carbon reduction type, location, certification status, and impact metrics, then the system should display only those projects that match the selected criteria.
Users want to quickly find projects with specific certification statuses to ensure compliance with their sustainability goals.
Given that the user selects a specific certification status filter, when they click 'Apply', then only projects with that certification status should be visible in the results.
Users are looking to compare multiple carbon offset projects side by side to assess their impact metrics easily.
Given that the user has selected multiple projects, when they choose the 'Compare' option, then a side-by-side comparison view showing impact metrics and certification status should be displayed without any confusion.
Users encounter difficulty in locating projects due to an overwhelming number of options without adequate sorting features.
Given that the user is on the project listing page, when they utilize the sorting options available (e.g., by highest impact, lowest cost), then the project listings should rearrange accordingly based on the selected sorting criteria.
Users wish to reset their filters and return to the default project listing after applying specific filters.
Given that the user has applied filters on the Project Verification Hub, when they click the 'Reset Filters' button, then all projects should be displayed as per the default settings without any filters applied.
Users need assistance in understanding the filtering process and its functionalities within the Project Verification Hub.
Given that the user is new to the Project Verification Hub, when they click on the 'Help' icon while on the filtering options, then a tooltip or a help dialog should appear explaining how to use the filters effectively.
Users intend to ensure that the filtered project lists are up-to-date with the latest information and certifications.
Given that the user applies filters to find projects, when the user refreshes the page, then the filtered results should maintain the same criteria and display the most current projects available.
Robust Reporting Tools
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User Story
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As a sustainability officer, I want to generate reports that summarize our carbon offset investments and their impacts so that I can effectively communicate our sustainability efforts to our stakeholders.
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Description
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This requirement focuses on creating robust reporting tools that allow users to generate customized reports based on their investments in carbon offset projects. Users will be able to select different parameters such as project type, investment amounts, and timeframes to visualize their contributions toward sustainability goals. This feature will help businesses track their carbon offsetting efforts and present their sustainability achievements in a clear and concise manner, thereby enhancing transparency to stakeholders.
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Acceptance Criteria
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As a user of EcoTrackly, I want to generate a customized report that showcases my investments in carbon offset projects to present to my stakeholders during the quarterly sustainability meeting.
Given the user has selected specific parameters (project type, investment amounts, timeframes), when the user clicks 'Generate Report', then a report should be created that accurately reflects the selected parameters and is downloadable in both PDF and CSV formats.
As a finance manager at a large corporation, I want to filter my carbon offset projects by investment amount to analyze the effectiveness of my spending and track ROI on carbon offset investments.
Given the user has input an investment amount range in the filter options, when the filter is applied, then only projects within the specified investment range should be displayed in the report preview.
As an environmental officer, I need to visualize my organization's carbon offset contributions over time to assess trends and communicate progress to senior management.
Given the user has selected a date range, when the user generates the report, then the system should display a line or bar graph illustrating the carbon offset contributions for each month within the selected date range.
As a project manager, I want to include impact assessments in my report to detail how my carbon offset investments contribute to our sustainability goals.
Given the user has opted to include impact assessments in the report settings, when the report is generated, then all relevant impact assessment data should be integrated into the final output, clearly showing the correlation between investments and sustainability impacts.
As a compliance officer, I require the ability to access compliance documentation within my report to ensure all investments meet environmental regulations.
Given the user has selected the compliance documentation option in report settings, when the report is generated, then all applicable compliance documents should be included as appendices in the final report package.
As a sustainability consultant, I want to review the generated reports for accuracy before sharing them with my clients, ensuring that all data is reliable.
Given the report is generated, when the user reviews the report, then the user should have the capability to view a preview and verify all data points for accuracy before finalizing and sharing it.
As a user, I want to be able to save my customized report settings for future use to streamline the reporting process in upcoming periods.
Given the user has set specific parameters for a report, when the user clicks 'Save Settings', then those settings should be stored in the system and retrievable for subsequent report generation sessions.
Integration with Existing Compliance Frameworks
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User Story
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As a compliance manager, I want the Project Verification Hub to integrate with established compliance frameworks so that I can ensure our carbon offset projects are fully compliant with industry standards.
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Description
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This requirement entails the seamless integration of EcoTrackly's Project Verification Hub with existing compliance frameworks and standards in the carbon credit marketplace. To ensure that all projects listed meet recognized standards and regulatory requirements, the integration will facilitate automatic alignment checks and provide certification confirmation against such frameworks. This will enhance the credibility of the projects available within EcoTrackly, thereby boosting user confidence in their selections and compliance with relevant legislation.
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Acceptance Criteria
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User accesses the Project Verification Hub to verify the compliance status of a carbon offset project before making a purchase.
Given a user is on the Project Verification Hub, When they select a carbon offset project, Then they should see the project's compliance status displayed with relevant certification information and alignment checks against recognized standards.
An administrator updates a carbon offset project's certification information in the Project Verification Hub.
Given an administrator has access to the Project Verification Hub, When they update the certification information of a carbon offset project, Then the updated certification details should be reflected in real-time for all users accessing that project.
A user requests a transparency report for a selected carbon offset project within the Project Verification Hub.
Given a user is viewing a carbon offset project, When they click on the 'Request Transparency Report' button, Then they should receive a downloadable report within 5 minutes containing project impact assessments and compliance documentation.
A user compares multiple carbon offset projects in the Project Verification Hub to determine which best fits their sustainability goals.
Given a user has multiple carbon offset projects selected in the comparison tool, When they submit the comparison request, Then they should receive a side-by-side display of the compliance statuses, certifications, and projected impacts of each project.
An automated system check runs to validate the compliance of listed carbon offset projects against existing frameworks.
Given the integration with existing compliance frameworks is active, When an automatic system check is initiated, Then all listed projects should display an up-to-date compliance status based on the latest regulatory requirements within 24 hours.
A user completes a purchase of carbon credits after reviewing project compliance in the Project Verification Hub.
Given a user has reviewed the compliance and certification information, When they complete the purchase transaction for carbon credits, Then they should receive a confirmation email detailing the purchased credits and associated project compliance information within 10 minutes.
Custom Offset Strategy Builder
A personalized tool that allows users to create tailored carbon offset strategies based on their unique business needs and sustainability objectives. This feature analyses a company's emissions data and proposes specific offsets that would best contribute to their goals. By providing actionable insights, it empowers organizations to take a more strategic approach to offsetting emissions.
Requirements
Emissions Data Integration
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User Story
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As a sustainability manager, I want to integrate real-time emissions data into the Custom Offset Strategy Builder so that I can generate more accurate and actionable carbon offset strategies that reflect our current operational performance.
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Description
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This requirement entails the seamless integration of real-time emissions data into the Custom Offset Strategy Builder. This integration will allow the strategy builder to analyze up-to-date emissions metrics, offering users precise insights tailored to their current operational impact. Users will benefit from having a dynamic tool that adapts to changing data, ensuring that their carbon offset strategies remain relevant and aligned with their actual performance. This functionality is critical for businesses seeking to optimize their sustainability efforts and accurately measure the impact of their offsets, ultimately leading to more effective and targeted emissions reduction strategies.
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Acceptance Criteria
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Emissions Data is Successfully Integrated into the Custom Offset Strategy Builder
Given that the Custom Offset Strategy Builder is set up, when real-time emissions data is fed into the system, then the builder should accurately reflect the updated emissions metrics within 5 minutes of data receipt.
User Interaction with the Emissions Data Integration
Given that a user is using the Custom Offset Strategy Builder, when they view the emissions data, then they should see a clear representation of their emissions metrics with no discrepancies in the last reported data vs. the current integration.
Dynamic Adjustment of Carbon Offset Strategies Based on Real-time Data
Given real-time emissions data is available, when the user adjusts their offset strategies in response to the new data, then the builder should provide actionable suggestions that reflect at least a 10% increase in offset efficiency based on updated metrics.
Real-time Monitoring and Reporting of Emissions Data
Given that the emissions data is integrated, when the user accesses the reporting dashboard, then it should display real-time analytics on their emissions and corresponding offset strategies with data visualizations that are updated every 5 minutes.
User Notification of Data Integration Issues
Given that there is an issue with data integration, when the Custom Offset Strategy Builder detects an error in retrieving emissions data, then the user should receive an immediate notification outlining the issue and next steps to resolve it.
Quality Assurance on Integrated Emissions Data
Given the emissions data has been integrated, when the QA team tests the data accuracy, then the integrated data should have at least a 95% accuracy rate compared to the source data within a 24-hour assessment period.
User Feedback on the Emissions Data Integration Experience
Given that the emissions data integration feature is live, when users interact with the Custom Offset Strategy Builder, then there should be a feedback mechanism enabling at least 80% of users to report a satisfactory experience with the integration process within the first month of launch.
Custom Offset Recommendations Engine
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User Story
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As an environmental strategist, I want a Custom Offset Recommendations Engine so that I can receive tailored suggestions on carbon offset strategies that align with my company's sustainability targets and help me make informed choices.
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Description
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This requirement involves the development of an intelligent recommendation engine that analyzes a user's emissions data and suggests tailored offset strategies based on predefined sustainability objectives. The engine will utilize algorithms to evaluate multiple variables, including industry benchmarks, project viability, and potential impacts of different offset types. By providing personalized recommendations, the engine will simplify the decision-making process for users, enabling them to effectively select offsets that are most aligned with their business goals and environmental vision. This functionality is essential for empowering companies to make informed choices and enhance their environmental initiatives.
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Acceptance Criteria
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User Initiates Custom Offset Strategy Builder with Emissions Data
Given the user has access to the Custom Offset Strategy Builder and has uploaded their emissions data, when the user selects the 'Generate Recommendations' button, then the system should analyze the emissions data and provide at least three tailored offset strategy recommendations within five seconds.
User Reviews Offset Recommendations
Given the user has received offset strategy recommendations, when the user views the recommendations, then each recommendation should include a detailed description, projected impact, and a visual representation of how it aligns with their sustainability objectives.
User Selects an Offset Strategy
Given the user has reviewed multiple offset strategy recommendations, when the user selects one offset strategy, then the system should confirm the selection and display a summary of the selected strategy along with next steps to implement it.
User Provides Feedback on Recommendations
Given the user has accessed their offset strategy recommendations, when the user submits feedback on a specific recommendation, then the system should log the feedback and provide a confirmation message indicating successful submission.
User Compares Multiple Offset Strategies
Given the user has received various offset strategy recommendations, when the user selects the 'Compare Strategies' option, then the system should display a side-by-side comparison of selected strategies with key metrics such as cost, impact, and time frame.
User Re-runs Emissions Analysis
Given the user has updated their emissions data, when the user selects the 'Re-run Analysis' button, then the system should re-evaluate the emissions data and provide updated offset strategy recommendations within five seconds.
User-Friendly Interface for Offset Strategy Design
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User Story
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As a user with limited technical skills, I want a user-friendly interface for the Custom Offset Strategy Builder so that I can design and implement my carbon offset strategies without needing extensive training or assistance.
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Description
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This requirement focuses on creating a user-friendly interface that allows users to easily design and customize their carbon offset strategies within the Custom Offset Strategy Builder. The interface will include intuitive design elements such as drag-and-drop features, guided workflows, and visual data displays that enhance user interaction and engagement. By prioritizing usability, this interface will ensure that users from various backgrounds, regardless of technical expertise, can effectively utilize the builder to create personalized strategies. This is crucial for maximizing user adoption and satisfaction with EcoTrackly's offerings.
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Acceptance Criteria
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User accesses the Custom Offset Strategy Builder to create a new carbon offset strategy.
Given the user is on the Custom Offset Strategy Builder page, when the user selects 'Create New Strategy', then the interface should display a clean, intuitive layout with drag-and-drop functionality visible.
User drags an emissions source onto the strategy canvas to begin building their offset strategy.
Given the user is on the strategy canvas, when the user drags an emissions source onto the canvas, then the system should allow the user to drop the source and automatically present relevant offset options based on the dropped source.
User utilizes the guided workflow feature to set their goals for the offset strategy.
Given the user is on the strategy builder, when the user clicks on the 'Guided Workflow' option, then the system should guide the user step-by-step to define their emissions reduction goals and display progress indicators.
User visualizes their selected strategy using the visual data displays.
Given the user has added components to their strategy, when the user clicks on the 'Visualize' button, then the interface should generate and display a graph or chart representing their offset strategy with clear data labels and metrics.
User saves their custom offset strategy after designing it.
Given that the user has completed designing their offset strategy, when the user clicks the 'Save' button, then the system should verify that all required fields are completed and successfully save the strategy, displaying a confirmation message.
User shares their customized offset strategy with team members through the platform.
Given the user has created a custom offset strategy, when the user selects the 'Share' option and enters team members' emails, then the system should send an email with access to the strategy, including all relevant details and links.
User receives feedback on the effectiveness of their strategy from the platform.
Given the user has implemented their strategy, when the user accesses the performance report in the Custom Offset Strategy Builder, then the system should display analysis metrics indicating the effectiveness of their emission reductions and offset achievements.
Offset Strategy Performance Tracking
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User Story
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As a compliance officer, I want to track the performance of my carbon offset strategies so that I can report on their effectiveness and ensure they are contributing to our sustainability objectives.
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Description
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This requirement encompasses the development of a performance tracking feature that enables users to monitor the effectiveness of their implemented carbon offset strategies over time. Users will be able to visualize key metrics such as emissions reductions achieved, cost-effectiveness, and alignment with sustainability goals through robust reporting tools. This feature is intended to provide organizations with the ability to assess the real-world impact of their strategies, allowing them to make data-driven adjustments and improvements. Consequently, it will enhance accountability and transparency regarding sustainability efforts and demonstrate real progress toward environmental goals.
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Acceptance Criteria
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As a sustainability officer at a manufacturing company, I need to regularly review the performance of our carbon offset strategies to ensure we are on track to meet our emissions reduction goals.
Given that the user is logged into the EcoTrackly platform, When they navigate to the Offset Strategy Performance Tracking section, Then they should be able to view a comprehensive report including emissions reductions achieved, cost-effectiveness metrics, and progress towards sustainability goals over the selected time period.
As a financial analyst, I want to compare the costs of different carbon offset strategies implemented by my company to determine the most cost-effective approach.
Given that the user is viewing the performance tracking dashboard, When they apply filters to select different offset strategies, Then the dashboard should update to display a side-by-side comparison of costs and emissions reductions for selected strategies.
As a department manager, I need to evaluate whether our current offset strategies are aligning with our company-wide sustainability objectives.
Given that the user accesses the Offset Strategy Performance Tracking feature, When they review the alignment report, Then они should see a clear summary indicating how each strategy contributes to overall sustainability objectives, including a percentage score of alignment.
As an executive, I wish to share reports on our carbon offset implementation with stakeholders to enhance transparency about our sustainability efforts.
Given that the user has accessed the performance tracking report, When they choose to export the report, Then the report should be generated in PDF format with all key metrics and an executive summary, ready for sharing.
As an operations manager, I want to identify any trends in emissions reduction associated with each implemented offset strategy over time.
Given that the user is viewing the visualizations in the Offset Strategy Performance Tracking section, When they select a time range, Then they should see graphs that illustrate trends in emissions reductions linked to each offset strategy during that time period.
As a compliance officer, I need to ensure our carbon offset strategies meet regulatory standards and requirements during audits.
Given that the user accesses the performance reporting feature, When they view compliance assessments, Then they should find a detailed report highlighting which strategies meet regulatory standards and any noted deficiencies or areas for improvement.
As a data analyst, I want to evaluate the historical performance of carbon offset strategies to inform future decisions and strategy adjustments.
Given that the user selects the historical performance tab, When they choose specific offset strategies and time frames, Then they should be able to analyze detailed historical data showing the effectiveness of each strategy over previous months or years.
Collaboration Tools for Team Strategy Building
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User Story
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As a project manager, I want collaboration tools in the Custom Offset Strategy Builder so that my team can collectively develop and optimize offset strategies, leveraging diverse perspectives and expertise.
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Description
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This requirement includes the implementation of collaboration tools within the Custom Offset Strategy Builder, enabling multiple users to work together on offset strategy development. Features such as shared workspaces, comment sections, and real-time editing will facilitate effective communication and streamline the strategy-building process among team members. This functionality aims to enhance teamwork dynamics and ensure that all relevant stakeholders can contribute their insights and expertise, thus fostering a comprehensive approach to sustainability strategy creation. It is essential for organizations that rely on collective input for developing impactful carbon offset initiatives.
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Acceptance Criteria
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Team members collaborate in real-time to develop a carbon offset strategy in the Custom Offset Strategy Builder, utilizing shared workspaces to simultaneously edit the same document and provide input based on their areas of expertise.
Given that multiple users are logged into the Custom Offset Strategy Builder, when they access a shared workspace, then all edits should be visible in real-time to all users without delay or data loss.
A user writes comments on specific sections of the carbon offset strategy document to solicit feedback from team members, and those comments are visible to others in the shared workspace.
Given a user adds comments to the document in the shared workspace, when other team members view the document, then all comments should be visible and should not be able to be edited by users who are not the original commenter.
A user wants to create a new carbon offset strategy within the Custom Offset Strategy Builder and share it with specific team members for input and collaboration.
Given the user has completed the strategy setup, when they select team members to share the strategy with, then those users should receive a notification and gain access to the document for collaboration.
A team leader wants to review the contributions and edits made by different users to ensure accountability and maintain version control during the strategy-building process.
Given that changes have been made by multiple users in the shared strategy document, when the team leader accesses the version history, then they should see a comprehensive log of all changes, including timestamps and contributor identities.
Team members need to communicate directly while working on the carbon offset strategy, allowing for quick discussions and clarifications to enhance collaboration.
Given that users are in the shared workspace, when they initiate a chat function, then all team members in that workspace should have access to the chat and be able to view and participate in ongoing discussions.
A company identifies specific carbon offsets they wish to implement based on team discussions in the Custom Offset Strategy Builder, requiring users to integrate those offsets into their collaborative strategy.
Given team members have discussed and selected specific offsets, when they finalize their strategy, then those selected offsets should be clearly reflected in the strategy output document ready for reporting.
As users collaborate on the offset strategy, they may need to upload supporting documents, reports, or data to the workspace for reference and context.
Given that a user uploads a document to the shared workspace, when other users access the workspace, then the uploaded document should be easily accessible and clearly labeled for all participants.
Reporting and Compliance Generation
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User Story
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As a regulatory affairs specialist, I want automated reporting tools to generate compliance documents for our carbon offset strategies so that I can ensure we meet all necessary regulatory requirements while minimizing the time and effort involved in report generation.
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Description
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This requirement involves the creation of automated reporting tools that generate compliance documentation regarding carbon offset strategies and their performance relative to regulatory standards. Users will have access to customizable templates and data points to produce necessary compliance reports efficiently. This feature is particularly beneficial for businesses operating in regulated industries, as it simplifies the reporting process and ensures they meet legal obligations regarding sustainability practices. By automating these reports, organizations can save time and reduce human error in compliance documentation.
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Acceptance Criteria
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User initiates the automated reporting process for carbon offset strategies based on their emissions data.
Given the user has completed their carbon offset strategy, when they click on the 'Generate Compliance Report' button, then the system should create a report within 5 minutes that includes all required data points and follows the selected template format.
A user wants to customize their compliance report template before generation.
Given the user accesses the compliance report templates section, when they select a template and modify at least three data points, then the system should save the customized template and apply the changes when generating the report.
A compliance report needs to be exported to a PDF for regulatory submission.
Given the user has generated a compliance report, when they select the 'Export as PDF' option, then a downloadable PDF file should be created that maintains the formatting and includes the correct data points as displayed in the report.
The system should automatically calculate carbon offsets based on inputted emissions data.
Given the user inputs their emissions data into the system, when the data is submitted, then the system should accurately calculate potential carbon offsets and display them on the report preview within 10 seconds.
A user needs to schedule automated compliance report generation for future dates.
Given the user is on the compliance reporting page, when they set a schedule for report generation and save it, then the system should confirm the schedule and ensure reports are generated and sent via email on the specified dates without failure.
Users need to receive notifications for the completion of generated compliance reports.
Given the user has requested a compliance report generation, when the report is successfully generated, then the user should receive an email notification confirming the report’s availability within 15 minutes.
A user attempts to generate a compliance report without sufficient data inputs.
Given the user tries to generate a compliance report, when there are incomplete data inputs, then the system should display an error message indicating the specific missing data points and prevent the report generation until all required data is provided.
Real-time Market Insights
A live analytics dashboard that offers real-time data on carbon credit prices, market trends, and project performance. This feature helps organizations stay informed about fluctuations in the carbon market, enabling them to make timely and strategic purchasing decisions. With visualized data trends, users can optimize their financial investments in sustainability more effectively.
Requirements
Dynamic Data Visualization
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User Story
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As a sustainability manager, I want to see real-time trends in carbon credit prices through dynamic visualizations so that I can make informed investment decisions quickly.
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Description
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The Dynamic Data Visualization requirement involves creating interactive charts and graphs that allow users to instantly view and analyze carbon credit prices and market trends in real time. This feature will help users gain deeper insights into market behaviors, enabling them to make informed decisions based on visual data representations. By integrating this capability within EcoTrackly, users will experience enhanced comprehension of complex datasets, improving their ability to track investment opportunities and optimize their sustainability strategies. Furthermore, the visualizations will be customizable, allowing users to focus on specific metrics that matter most to their business goals, thereby driving better engagement with the platform.
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Acceptance Criteria
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Real-time Display of Carbon Credit Prices
Given that a user is logged into the EcoTrackly platform, when they navigate to the Real-time Market Insights dashboard, then the latest carbon credit prices should be displayed within 5 seconds of market updates, reflecting current trading data accurately.
Customizable Data Visualization Options
Given a user has accessed the Dynamic Data Visualization feature, when they select specific metrics to visualize (such as price, volume, and trends), then the dashboard should update instantly to display the chosen metrics in a customizable chart format.
User Engagement with Visualized Data
Given a user is interacting with the interactive graphs, when they hover over data points on any chart, then a tooltip should appear displaying detailed information about that data point, enhancing user understanding of market trends.
Filtering Data Trends for Specific Dates
Given a user wishes to analyze carbon credit trends over a certain period, when they apply date filters to the visualizations, then the dashboard should accurately update to display only data within the specified date range.
Integration with Predictive Analytics
Given that the Dynamic Data Visualization feature is active, when a user accesses the predictive analytics section, then the dashboard should show forecasts of carbon credit prices alongside historical data, allowing for trend analysis.
Loading Performance of Visualization Tools
Given a user is loading the Dynamic Data Visualization page, when they access it for the first time, then the visualizations should load within a maximum of 3 seconds to ensure a seamless user experience.
Downloadable Reports of Visualized Data
Given that a user wants to export their visualized data, when they select the download option, then the platform should generate a report in CSV and PDF formats, which includes all displayed metrics and filters applied.
Alerts for Market Changes
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User Story
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As a financial analyst, I want to receive alerts for significant changes in carbon credit prices so that I can react promptly to market opportunities.
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Description
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The Alerts for Market Changes requirement focuses on providing users with timely notifications regarding significant fluctuations in carbon credit prices and important market updates. This feature aims to ensure that organizations do not miss critical opportunities or risks related to their sustainability investments. By integrating an alert system that can be customized based on user preferences—such as price thresholds or percentage changes—EcoTrackly will empower organizations to act swiftly and strategically. This proactive approach will help users minimize risks associated with market volatility and enhance their investment effectiveness in sustainability initiatives.
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Acceptance Criteria
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User receives an alert when carbon credit prices dip below a set threshold, as configured in their alert preferences.
Given the user has set a price threshold in their alert preferences, when the market price of carbon credits drops below this threshold, then the user should receive a notification via email and in-app alert.
User customizes alert settings to receive notifications based on percentage changes in carbon credit prices.
Given the user adjusts their alert preferences to trigger notifications for percentage changes, when the carbon credit price changes by the specified percentage, then the user should receive an alert notification describing the change.
User checks their notifications to review past market alerts regarding carbon credit prices.
Given the user accesses the notifications history section, when they view their previous alerts, then all alerts about significant market changes should be displayed with accurate timestamps and details of the price changes.
User attempts to disable a specific alert for fluctuating carbon credit prices through their settings.
Given the user is in the alert management section, when they select a specific alert and click disable, then the alert should be deactivated, and the user should receive a confirmation message.
User receives an alert about a regulatory announcement affecting carbon credit markets.
Given there is a major regulatory announcement regarding carbon credits, when the announcement is made, then users who have opted in for regulatory alerts should receive a notification detailing the nature of the announcement.
User views a summary of their alert settings to ensure they are up to date and effective.
Given the user is in the alert settings section, when they view their current alert configurations, then all configured alerts should be listed accurately along with their respective thresholds and preferences.
Historical Data Analysis
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User Story
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As a sustainability officer, I want to analyze historical carbon credit prices so that I can predict future market trends effectively.
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Description
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The Historical Data Analysis requirement entails the development of a feature that allows users to access and analyze historical carbon credit pricing data and related market trends. This capability is essential for organizations looking to understand past behaviors and make strategic projections for future investments. Integrating this feature within EcoTrackly will provide users with invaluable insights into how market conditions have changed over time and help identify patterns that influence price fluctuations. By enabling users to compare historical data with current trends, this feature will enhance their decision-making capabilities, ultimately driving better sustainability outcomes.
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Acceptance Criteria
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User wants to access historical carbon credit pricing data for the past five years to analyze trends and make future investment decisions.
Given the user accesses the Historical Data Analysis feature, when they select a five-year range, then they should see a comprehensive report displaying historical pricing data with visual graphs that represent trends over time.
A user needs to compare historical carbon credit prices against the current market prices to determine if now is a good time to invest.
Given the user views historical pricing data, when they select the option to compare against current prices, then they should see a side-by-side comparison with clear indicators of price differences and percentage change.
A user is preparing a report for stakeholders incorporating historical data analysis insights to guide future investments.
Given the user generates a report from the Historical Data Analysis feature, when they include charts and data points, then the generated report should allow for exporting in multiple formats, including PDF and Excel, maintaining data integrity.
A user wants to receive alerts for significant price changes in carbon credits compared to historical data trends.
Given the user sets up alerts for price fluctuations, when a significant change occurs (e.g., 15% increase or decrease compared to historical data), then the user should receive notifications via email or in-app alerts.
A user is analyzing the impact of specific market events on carbon credit prices over the past decade.
Given the user selects specific market events while analyzing historical data, when they request results, then the analysis should highlight significant price changes before and after the selected events, providing contextual insight.
A user wants to ensure they have valid and accurate data when analyzing historical trends for compliance reporting.
Given that the Historical Data Analysis feature pulls historical data from credible and verified sources, when data is retrieved, then the user should see a timestamp and source of the data displayed alongside the analysis.
A user needs to visualize multi-year pricing trends to present at a sustainability conference.
Given the user selects the multi-year trend analysis option, when they customize the visualization settings (e.g., bar graph, line chart), then the tool should provide customizable visual outputs that can be saved for presentation purposes.
Market Performance Benchmarking
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User Story
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As a project manager, I want to benchmark my project's carbon efficiency against industry standards so I can improve my sustainability efforts.
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Description
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The Market Performance Benchmarking requirement aims to introduce a feature that allows users to compare their project performance against industry benchmarks. This requirement will enhance EcoTrackly's utility by providing users with contextual performance metrics, enabling them to assess how effectively they are achieving their sustainability goals relative to similar organizations. Through this feature, users can identify areas for improvement and recognize successful strategies to enhance their own practices. Including benchmarking capabilities will foster a spirit of competition and continuous improvement across users in the platform, driving better environmental performance.
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Acceptance Criteria
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Benchmark Project Performance Against Industry Metrics
Given a user with access to the Market Performance Benchmarking feature, When the user selects a project to benchmark, Then the dashboard should display the project performance alongside relevant industry benchmarks for comparison, including visualized data trends.
Enable Downloadable Benchmark Reports
Given a user viewing benchmarking results, When the user clicks on the 'Download Report' option, Then a comprehensive report should be generated and downloaded, containing visualizations and metrics of the benchmarking results.
Real-Time Alerts for Benchmark Changes
Given a user monitoring their project performance, When there is a significant change in industry benchmarks, Then the user should receive a real-time alert notifying them of the update, ensuring they can adjust their strategies accordingly.
User Feedback on Benchmarking Relevance
Given a user who has utilized the benchmarking feature, When the user is prompted for feedback after the benchmarking session, Then the user should be able to rate the relevance and usefulness of the benchmarking data on a scale of 1 to 5 and provide comments.
Integration with Existing Project Tracking
Given a user with existing projects tracked within EcoTrackly, When the user accesses the Market Performance Benchmarking feature, Then all relevant projects should be automatically populated in the benchmarking interface for easy comparison.
Search and Filter Benchmark Data
Given a user on the benchmarking interface, When the user utilizes the search and filter options, Then the system should display relevant benchmark data according to the specified criteria, enhancing the usability of the feature.
Visual Comparison of Performance Trends
Given a user viewing their project alongside industry benchmarks, When the user toggles between different time frames (e.g., monthly, quarterly, yearly), Then the system should update the visualization to reflect the selected time frame, allowing for a historical performance comparison.
Integration of Predictive Analytics
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User Story
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As an investment strategist, I want to use predictive analytics to forecast carbon credit prices so that I can make proactive investment decisions.
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Description
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The Integration of Predictive Analytics requirement will introduce advanced data analytics capabilities that forecast future carbon credit prices based on historical and real-time data trends. This feature will empower businesses to strategically optimize their investments by anticipating price movements and market dynamics. Integrating this functionality within EcoTrackly will provide a forward-looking perspective that supports more proactive decision-making. By leveraging machine learning algorithms, users will receive data-driven insights that help in risk management and investment planning for their sustainability goals, thereby enhancing the overall value provided by the EcoTrackly platform.
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Acceptance Criteria
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As a sustainability analyst at a mid-sized corporation, I need to access the predictive analytics feature on EcoTrackly to view forecasts for carbon credit prices, enabling me to make informed purchasing decisions during the monthly strategy meeting.
Given that I have logged into the EcoTrackly platform, when I access the predictive analytics dashboard, then I should see the predicted carbon credit prices for the next 30 days displayed alongside historical data trends and market fluctuations.
As a finance manager, I want to compare the predicted carbon credit prices with my organization's existing carbon credit holdings to assess potential investment opportunities during quarterly reviews.
Given that I have accessed the predictive analytics feature, when I input my organization’s current carbon credit holdings, then I should see a comparison chart showing potential profit or loss based on predicted price movements over the next 60 days.
As a procurement officer, I need to receive notifications for significant fluctuations in predicted carbon credit prices so that I can adjust my purchasing strategy quickly based on market trends.
Given that I have set up my preferences for notification alerts, when there is a fluctuation greater than 10% in the predicted carbon credit prices, then I should receive an alert via email and in-app notification within 15 minutes of the price change.
As an environmental compliance officer, I want to generate reports that include predicted carbon prices along with my organization's past spending on carbon credits for compliance documentation.
Given that I have selected the reporting feature in EcoTrackly, when I generate a report for the last quarter, then I should see a section that includes both the past spending on carbon credits and the expected future prices based on predictive analytics.
As a decision-maker at a company looking to improve sustainability initiatives, I need to understand how predictive analytics integrates with other real-time data features of EcoTrackly for strategic planning.
Given that I have viewed the predictive analytics dashboard, when I explore the integration options, then I should see a comprehensive view of how predictive analytics data interacts with real-time market insights and compliance reports.
As an IT manager, I want to ensure that the predictive analytics feature performs accurately and does not slow down the system when multiple users are accessing it simultaneously.
Given that multiple users are logged into EcoTrackly and accessing the predictive analytics feature, when I monitor system performance, then the system response time should remain under 2 seconds for all user actions related to the predictive analytics.
As a user, I want to ensure that the predictive analytics functionality provides clear explanations of its machine learning algorithms so I can trust the data's accuracy and relevance for decision-making.
Given that I am viewing the predictive analytics feature, when I click on the 'Learn More' section, then I should see detailed explanations of the machine learning algorithms used, including their data sources, training methods, and accuracy metrics over historical data.
Sustainability Impact Tracker
This feature allows users to monitor and visualize the cumulative impact of their carbon offset purchases over time. By providing regular updates on how funds are being utilized in environmental projects, organizations can clearly see the positive outcomes of their investments. This can bolster internal and external communications about their sustainability efforts, enhancing corporate reputation.
Requirements
Real-time Impact Visualization
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User Story
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As a sustainability officer, I want to see real-time visualizations of our carbon offset investments so that I can effectively report and communicate our positive environmental impacts to stakeholders.
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Description
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This requirement focuses on providing a user-friendly dashboard that displays real-time data visualizations of carbon offset purchases and their impact over time. It should include graphs, charts, and infographics that clearly illustrate how investments contribute to sustainability efforts. By integrating this functionality, users can easily interpret complex data, fostering a better understanding of their contributions and the associated outcomes, such as reductions in carbon emissions and improvements in project success rates. This enhancement is vital for encouraging engagement and transparency in sustainability initiatives.
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Acceptance Criteria
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User accesses the Sustainability Impact Tracker dashboard to view real-time data on their carbon offset purchases and their environmental impact.
Given the user is logged into EcoTrackly, when they navigate to the Sustainability Impact Tracker dashboard, then they should see a visually engaging display of graphs and charts showing cumulative carbon offset purchases and their impact over time.
User wants to understand the effectiveness of their carbon offset investments by reviewing trends in emissions reduction over the last year.
Given the user is on the Sustainability Impact Tracker dashboard, when they select the 'Annual Trends' view, then they should be able to view a line graph depicting the monthly reductions in carbon emissions attributable to their investments over the past year.
User is preparing a report for stakeholders that highlights the organization's sustainability progress and wants to extract specific data from the dashboard.
Given the user is on the Sustainability Impact Tracker dashboard, when they click on the 'Export Data' button, then they should be able to download a detailed report in CSV format that includes all relevant data on carbon offset purchases and their impacts.
User wants to customize the time frame for the data visualizations on the dashboard to analyze specific periods of interest.
Given the user is on the Sustainability Impact Tracker dashboard, when they use the date range filters to select a specific start and end date, then the visualizations should update to reflect data only within that selected period.
User is reviewing the dashboard and notices discrepancies in the reported data and wants to flag it for review.
Given the user is on the Sustainability Impact Tracker dashboard, when they click the 'Report Issue' button after identifying discrepancies, then a form should open allowing them to enter details and submit the issue for further investigation.
User seeks to understand the contributions of different carbon offset projects through detailed visual representation.
Given the user is on the Sustainability Impact Tracker dashboard, when they click on individual project icons shown in the infographic view, then a modal should appear displaying detailed information about each project's impact and funding allocation.
User wants to share their sustainability impact report with colleagues via email directly from the dashboard.
Given the user is on the Sustainability Impact Tracker dashboard, when they click on the 'Share via Email' button input recipients’ addresses, then the system should send an email containing a summary of the sustainability impacts and a link to the dashboard.
Monthly Impact Reporting
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User Story
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As a carbon management analyst, I want to receive monthly impact reports on our carbon offset projects so that I can assess the effectiveness of our sustainability investments and share insights with our management team.
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Description
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This requirement entails developing a feature that generates automated monthly reports detailing the impact of carbon offset purchases. These reports should summarize key metrics such as total emissions offset, project funding allocations, and success stories from funded projects. The reports should be easily shareable and customizable to meet the needs of different stakeholders, thus improving communication regarding the organization's sustainability efforts. This functionality is crucial to maintaining transparency and accountability in sustainability practices.
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Acceptance Criteria
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Monthly Impact Report generation for internal stakeholders' review meeting at the end of each month.
Given that a user has logged into EcoTrackly and has set up their organization’s sustainability metrics, when the user requests a monthly impact report, then the system should generate a report within 5 minutes that includes total emissions offset, funding allocations, and project success stories.
Distribution of the Monthly Impact Report to external stakeholders, including partners and investors.
Given that the monthly report has been generated, when the user selects the share option, then the system should allow the user to send the report via email to specified external stakeholders, with delivery confirmed within 2 minutes.
Customization of the Monthly Impact Report to meet specific stakeholder needs.
Given that a user has accessed the monthly impact report, when the user selects customization options, then the system should allow for adjustments in metrics displayed and provide a preview of changes in real-time before finalizing the report.
Automated reminders for users to review their monthly Impact Reports before scheduled meetings.
Given that it is the day before the scheduled review meeting, when the user has set up reminders, then the system should send an automated email reminder containing a direct link to the latest monthly impact report.
Verification of data accuracy within the Monthly Impact Report.
Given that a report is generated, when the user reviews the report, then the key metrics for total emissions offset and funding allocations must match the source data from EcoTrackly databases without discrepancies exceeding 5%
Users access previous Monthly Impact Reports for longitudinal analysis.
Given that a user has requested access to historical monthly reports, when the user navigates to the report archive section, then the system should display all previous reports with options to download in PDF and Excel formats.
Incorporation of visual data representations in the Monthly Impact Report.
Given that a user has requested a customized report, when the report is generated, then the report must include at least three interactive visualizations (charts or graphs) representing key metrics such as emissions offsets and funding distribution.
User Feedback Mechanism
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User Story
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As a user of EcoTrackly, I want to provide feedback on the sustainability impact tracker so that I can influence future improvements and ensure the tool meets our organization's needs.
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Description
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This requirement involves creating a feature that allows users to provide feedback on the effectiveness and clarity of the sustainability impact tracker. This feedback will be collected through surveys and ratings embedded within the platform and will inform future iterations and enhancements of the feature. By integrating user feedback, EcoTrackly can ensure that the tool evolves to meet user needs and improves usability. This component is essential for fostering a user-centered approach to product development.
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Acceptance Criteria
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User initiates a feedback survey after viewing their sustainability impact summary on EcoTrackly for the month.
Given the user is logged into EcoTrackly and has accessed the sustainability impact tracker, when they complete the feedback survey, then their responses should be recorded and a confirmation message displayed.
An admin reviews the submitted feedback from users regarding the sustainability impact tracker feature.
Given the admin is logged in, when they navigate to the feedback section, then they should see a list of all feedback submissions along with the associated ratings and comments.
Users receive periodic prompts to provide feedback on the sustainability impact tracker following significant updates or projects.
Given the user has received an update notification about the sustainability impact tracker, when they interact with the notification, then they should be directed to a feedback survey relevant to that update.
Users can rate the clarity of information presented in the sustainability impact tracker.
Given the user is viewing the sustainability impact tracker, when they choose to submit a rating on clarity, then their rating should be logged under their user profile for review.
The platform generates a summary report of user feedback for the sustainability impact tracker for the development team.
Given the development team is reviewing feedback, when they access the report, then they should see aggregated data on ratings and comments categorized by common themes.
Users can provide optional comments alongside their rating in the feedback survey.
Given the user is filling out the feedback survey, when they submit their rating along with comments, then both the rating and comments should be successfully captured and displayed in the feedback summary.
Users can access previous feedback provided about the sustainability impact tracker to see changes made over time.
Given the user navigates to the feedback history, when they view their previous submissions, then they should see all their past ratings and comments alongside corresponding updates made to the sustainability impact tracker.
Project Impact Case Studies
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User Story
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As a communications manager, I want to access detailed case studies of environmental projects so that I can create promotional materials that highlight our organization’s commitment to sustainability.
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Description
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This requirement aims to create a dedicated section within the application for showcasing case studies of successful environmental projects funded through carbon offset purchases. Each case study should detail the project's goals, implementation, outcomes, and testimonials from beneficiaries. By highlighting these stories, EcoTrackly not only promotes its clients’ efforts but also encourages continued investment in sustainability. This feature will significantly enhance corporate reputation and stakeholder engagement.
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Acceptance Criteria
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Case Study Navigation and Accessibility
Given a user accesses the 'Project Impact Case Studies' section in EcoTrackly, When they search or filter by project type, Then they should see relevant case studies listed that match their query, inclusive of clear titles and brief descriptions.
Comprehensive Project Details
Given a user selects a specific case study from the list, When they view the case study details, Then the user should see comprehensive information including the project's goals, implementation steps, outcomes, and testimonials displayed clearly and concisely.
Visual Representation of Project Impacts
Given a user views a case study, When the case study includes quantitative metrics, Then those metrics should be accompanied by visual representations such as graphs or charts to highlight the project's impact effectively.
User Feedback Submission
Given a user reads a case study, When they reach the end of the case study, Then they should have the option to submit feedback or questions through a designated form that is easily accessible.
Mobile Responsiveness of Case Studies
Given a user accesses the EcoTrackly application on a mobile device, When they view the 'Project Impact Case Studies' section, Then the layout should be responsive, ensuring that all information is easily readable and navigable without horizontal scrolling.
Regular Updates and New Case Studies
Given that new environmental projects are funded, When updates are made to the case studies, Then the case study section should reflect these updates within a predefined timeframe (e.g., within one month of project completion).
Integration with External Environmental Databases
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User Story
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As a data analyst, I want EcoTrackly to integrate with external environmental databases so that I can compare our sustainability efforts with industry standards and identify areas for improvement.
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Description
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This requirement involves integrating EcoTrackly with external databases that track global environmental metrics. Such integration will allow users to contextualize their carbon offset purchases against broader environmental data. Users will be able to see how their contributions compare to industry benchmarks and geographical data, providing deeper insights into their sustainability impact. This integration is crucial for validating the effectiveness of investments and enhancing data-driven decision-making.
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Acceptance Criteria
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Users will access the Sustainability Impact Tracker and request data on their carbon offset purchases and its comparison with industry benchmarks.
Given the user is logged into EcoTrackly, When they navigate to the Sustainability Impact Tracker and select their carbon offset purchases, Then they should see a visual comparison of their offsets against industry benchmarks and relevant geographical data updated in real-time.
After integrating with external databases, users need to visualize the impact of their carbon offsets over time against global environmental metrics.
Given the integration with external environmental databases is successful, When users view the sustainability report, Then the report must display historical data and trend lines of their carbon offsets alongside global metrics adjusted for the relevant timeframes.
Users should receive notifications regarding updates on how their carbon offset funds are utilized in specific environmental projects.
Given the user has subscribed to notifications, When environmental projects are updated that involve their carbon offset purchases, Then the user should receive an automated notification detailing the project's progress and impact.
Users want to verify the accuracy of the data presented in the Sustainability Impact Tracker.
Given the integration with external databases is in place, When a user manually cross-checks the data displayed in EcoTrackly with external environmental databases, Then the data represented must match with a deviation of no more than 5% for successful validation.
Users will generate reports summarizing their sustainability impact influenced by external data sources.
Given the user selects the report generation feature, When they request a sustainability impact report, Then the generated report must include data visualizations from at least three external environmental databases and highlight key insights from this data.
Stakeholders in the organization want to review the effectiveness of carbon offset investments using comparative data.
Given the stakeholders are viewing the interactive dashboard, When they select the carbon offset investments section, Then they should be able to see a side-by-side comparison of their offsets with industry standards and get recommendations based on external benchmarks.
Users need to export their sustainability impact data for external presentations.
Given the user wishes to export data, When they click the export button on the Sustainability Impact Tracker, Then the software must provide options for exporting in multiple formats (PDF, CSV, Excel) with all relevant data and visualizations intact.
Multi-Project Portfolio Option
Enables businesses to diversify their carbon credit investments by purchasing offsets from multiple projects simultaneously. This feature minimizes risk while maximizing impact, as organizations contribute to a broader array of eco-friendly initiatives. It fosters a comprehensive approach to carbon offsetting, encouraging firms to support varied environmental efforts.
Requirements
Multi-Project Selection Interface
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User Story
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As a sustainability manager, I want to select multiple carbon credit projects at once so that I can diversify our investments and maximize the impact of our sustainability efforts.
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Description
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This requirement involves the development of a user-friendly interface that allows businesses to select multiple carbon credit projects simultaneously. The interface should provide an organized view of available projects, including detailed information on each initiative and its environmental impact. It is crucial for enabling users to diversify their investments across various eco-friendly projects, thus minimizing financial risk while maximizing sustainability impact. The interface should integrate seamlessly with EcoTrackly’s existing analytics and reporting features, ensuring that users can easily track and manage their contributions across different projects and view their overall carbon offset metrics in real-time.
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Acceptance Criteria
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User selects multiple carbon credit projects for investment from the multi-project portfolio interface.
Given the user is on the multi-project selection interface, when they select multiple carbon credit projects and click 'Invest', then the system should process the selections and display a confirmation message showing the selected projects and total investment amount.
User views detailed information about each carbon credit project.
Given the user is on the multi-project selection interface, when they hover over or click on a specific project, then a detailed tooltip or popup should appear displaying the project's description, environmental impact, and credits available.
User checks the overall carbon offset metrics after selecting multiple projects.
Given the user has selected multiple carbon credit projects, when they navigate to the analytics dashboard, then the overall carbon offset metrics should reflect the contributions from all selected projects in real-time.
User receives feedback if an invalid project selection is made.
Given the user attempts to select projects that exceed their investment limit, when they click 'Invest', then an error message should appear stating 'Selection exceeds allowed investment limit. Please adjust your selections.'
User saves their project selections for future review or editing.
Given the user has made selections within the multi-project selection interface, when they click 'Save Selections', then their selected projects should be stored in the system and retrievable for future editing or investment.
User successfully removes a project from their selected investments.
Given the user has selected multiple carbon credit projects, when they click the 'Remove' button next to a specific project, then the project should be removed from their selection and the total investment amount should update accordingly.
User filters projects based on specific criteria like project type or environmental impact.
Given the user is on the multi-project selection interface, when they apply filters for project type or minimum environmental impact rating, then only projects matching the criteria should be displayed in the list.
Real-Time Impact Tracking
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User Story
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As a business owner, I want to see real-time data on the impact of my carbon credit purchases so that I can demonstrate our contribution toward sustainability to our stakeholders.
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Description
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This requirement focuses on creating a feature that allows users to track the real-time impact of their carbon credit purchases across various selected projects. The feature would utilize IoT data to provide instantaneous updates on how their investments contribute to emissions reduction and other environmental benefits. By integrating this capability, users can visualize the direct effects of their contributions, enhancing transparency and accountability. This real-time impact tracking is essential for businesses looking to communicate their sustainability achievements to stakeholders effectively.
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Acceptance Criteria
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User requests real-time updates on their carbon credit purchases' impact during a quarterly sustainability meeting.
Given that the user is logged into their EcoTrackly account, when they navigate to the 'Real-Time Impact Tracking' dashboard, then they should see a graphical representation of emissions reduction linked to their purchases, updated in real-time.
A user wants to share their organization’s sustainability achievements with stakeholders using the real-time impact tracking feature.
Given that the user has activated the real-time impact tracking feature, when they generate a report for stakeholders, then the report should include detailed metrics such as the total emissions reduced and the specific projects impacting these reductions.
An organization monitors the impact of their purchases during a major environmental conference presentation.
Given the organization has purchased carbon credits from multiple projects, when the presenter accesses the impact dashboard, then they should be able to filter the data by project and view the corresponding real-time impacts clearly.
A sustainability officer needs to assess the effectiveness of their carbon credit investments over time.
Given that the user wants to analyze their carbon credit investments, when they access the historical impact data feature, then they should be able to visualize trends in emissions reductions over selected timeframes and from various projects.
An end user experiences a technical issue while trying to view the real-time impact tracking page.
Given that a user encounters an error on the real-time impact tracking page, when they submit a support ticket, then they should receive a confirmation of their request along with an expected response time.
A compliance officer needs to ensure that the impact data aligns with regulatory reporting requirements.
Given that the compliance officer requires access to verified impact data, when they export the real-time impact report, then it should meet all predefined regulatory standards and be formatted correctly for submission.
Comprehensive Reporting Dashboard
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User Story
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As a compliance officer, I want to generate comprehensive reports on our carbon credit investments so that I can ensure we meet regulatory requirements and present our sustainability efforts effectively.
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Description
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This requirement entails the development of a comprehensive reporting dashboard that aggregates data from multiple carbon credit projects selected by the user. The dashboard should provide insights into overall performance, trends in carbon offsetting, and individual project impacts, allowing users to make informed decisions about their sustainability investments. The feature should also facilitate easy export of reports for regulatory compliance and stakeholder presentations. By having a centralized reporting mechanism, businesses can streamline their sustainability reporting process and enhance their strategic planning.
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Acceptance Criteria
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User accesses the Comprehensive Reporting Dashboard to view aggregated data from multiple carbon credit projects.
Given the user is logged into EcoTrackly, when they navigate to the Comprehensive Reporting Dashboard, then they should see a summary of carbon offset data aggregated from all selected projects, including total offsets, trends, and individual project impacts.
User exports a report generated from the Comprehensive Reporting Dashboard for external stakeholders.
Given the user has navigated to the dashboard with aggregated data, when they click the 'Export Report' button, then a downloadable report in PDF and Excel formats should be generated without errors, including all relevant data and graphs.
User examines the trend data visualized in the Comprehensive Reporting Dashboard.
Given the user is viewing the dashboard, when they select the 'Trends' view, then they should see a line graph illustrating the performance of carbon offsets over time for all selected projects, with data points accurately represented for the last 12 months.
User customizes the dashboard to filter projects based on specific criteria.
Given the user is on the Comprehensive Reporting Dashboard, when they apply filters for date range and project types, then the displayed data should refresh to only show the projects that meet those criteria and update the overall performance metrics accordingly.
User shares insights from the Comprehensive Reporting Dashboard in a presentation format.
Given the user is on the dashboard, when they select 'Share Insights' functionality, then a predefined presentation template should be generated that includes key insights, graphs, and trends, ready for presentation to stakeholders.
User accesses help documentation for using the Comprehensive Reporting Dashboard.
Given the user is on the dashboard, when they click on the 'Help' icon, then a context-sensitive help documentation panel should open, providing instructions and tips on utilizing the dashboard features effectively.
User receives feedback on data accuracy from the Comprehensive Reporting Dashboard.
Given the user is viewing the dashboard, when they notice discrepancies in the carbon offset data, then they should be able to submit feedback or request a review of the data directly through the dashboard interface, and receive confirmation of feedback submission.
Project Recommendations Engine
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User Story
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As a user, I want to receive tailored project recommendations based on my previous selections so that I can make more informed and impactful investment decisions in carbon credits.
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Description
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This requirement includes the creation of a recommendation engine that suggests carbon credit projects based on a user's past selections and current sustainability goals. The engine will analyze user preferences, industry benchmarks, and project effectiveness to propose the best options for investment. This feature aims to personalize the user experience, making it easier for businesses to find and select projects that align with their broader sustainability strategies. Implementing this engine enhances user engagement and can lead to higher satisfaction and investment.
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Acceptance Criteria
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User accesses the Project Recommendations Engine after logging into EcoTrackly, intending to explore recommended carbon credit projects based on their previous investments and current sustainability objectives.
Given the user has logged into EcoTrackly and provided their sustainability goals, When the user accesses the Project Recommendations Engine, Then the system should display a personalized list of at least five carbon credit projects that align with the user's preferences and historical selections, sorted by relevance.
A user wants to adjust their sustainability goals to see how it affects the recommendations provided by the Project Recommendations Engine.
Given the user adjusts their sustainability goals in their profile settings, When the user saves these adjustments and reaccesses the Project Recommendations Engine, Then the recommendation list should update to reflect at least three new projects that fit the revised sustainability objectives.
An administrator wants to verify that the recommendation algorithm is functioning correctly by testing it against known data sets.
Given the administrator inputs a predefined set of user preferences and sustainability goals into the Project Recommendations Engine, When the administrator runs the recommendation algorithm, Then the output should match a known set of correct recommendations based on the test data, ensuring the accuracy of the algorithm.
A user relies on the Project Recommendations Engine for critical investment decisions and needs to understand how project effectiveness is evaluated in the recommendations.
Given the user accesses the help documentation for the Project Recommendations Engine, When the user seeks information on how project effectiveness is calculated, Then the documentation should clearly outline the criteria used (such as past performance, impact metrics, etc.) to evaluate projects, along with examples.
The Project Recommendations Engine must maintain high usability standards to cater to diverse user expertise levels, from beginners to advanced users.
Given a group of users with varying expertise levels testing the Project Recommendations Engine, When the users navigate through the recommendation process, Then at least 90% of the users should report understanding the provided recommendations without requiring additional help within a session.
User Collaboration Tools
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User Story
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As a project manager, I want collaboration tools to discuss carbon credit projects with my team so that we can make informed decisions together and streamline our selection process.
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Description
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This requirement focuses on enabling collaboration tools within the EcoTrackly platform to facilitate communication and agreement among different stakeholders involved in carbon credit investment decisions. Features might include shared investment proposals, comment threads, and voting mechanisms for project selection. This collaborative environment is essential for organizations with multiple decision-makers, ensuring that all relevant parties are engaged in the process. It enhances the collective decision-making process and promotes transparency within the investment strategy.
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Acceptance Criteria
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User Collaboration in Carbon Credit Selection
Given a user has accessed the EcoTrackly platform, when they create a shared investment proposal, then all designated stakeholders should receive notifications and access to review the proposal within 24 hours.
Commenting on Investment Proposals
Given a shared investment proposal is visible to stakeholders, when a stakeholder adds a comment, then the comment must be saved and visible to all users with access to the proposal immediately.
Voting Mechanism for Project Selection
Given multiple stakeholders are reviewing an investment proposal, when the voting period is active, then each stakeholder must be able to cast their vote and see the total votes counted in real-time.
Real-time Collaboration Updates
Given stakeholders are engaged in discussions about carbon credit investments, when any stakeholder makes an update or comment, then all other stakeholders should receive an instant notification of this change.
Access Permissions Control
Given the requirement for different access levels, when a user is assigned a specific role, then they should have permissions aligned with that role (e.g., viewer, commenter, decision-maker) in relation to investment proposals and documents.
Proposal Version Tracking
Given that multiple revisions may be made to an investment proposal, when a proposal is updated, then all prior versions should be accessible for review, showing the changes and comments made by stakeholders.
Feedback Collection Post-Investment Decision
Given a decision has been made on an investment proposal, when the decision is finalized, then stakeholders should be prompted to provide feedback on the process and their experience within this collaboration tool for future enhancements.
Community Engagement Forum
An interactive platform for marketplace participants to share experiences, insights, and strategies related to carbon offsetting. This community-driven feature fosters dialogue among users, encourages collaboration, and promotes best practices in sustainability. By connecting like-minded organizations, it enhances the user experience and creates a network of support for shared environmental goals.
Requirements
User Registration and Profile Management
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User Story
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As a new user, I want to register and create a profile on the Community Engagement Forum so that I can engage with others and share insights on carbon offsetting strategies.
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Description
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This requirement focuses on enabling users to register for the Community Engagement Forum by creating an account, providing essential information such as organization name, email, and password. Users should be able to manage their profiles, update information, privacy settings, and choose notification preferences. This feature integrates seamlessly with the existing user database of EcoTrackly, ensuring personalized user experiences and efficient communication. Providing user profile management enhances user engagement, fosters community building, and encourages regular participation in discussions.
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Acceptance Criteria
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User navigates to the Community Engagement Forum and initiates the registration process by clicking on the 'Sign Up' button.
Given a user is on the Community Engagement Forum page, when they click the 'Sign Up' button, then they should be redirected to the registration form to create an account.
User fills in the required fields in the registration form with valid data and submits the form.
Given a user enters all required fields (organization name, email, password) with valid information, when they click the 'Submit' button, then they should receive a confirmation message indicating successful registration.
User attempts to register with an email that is already associated with an existing account.
Given a user enters an existing email address in the registration form, when they submit the form, then they should receive an error message stating 'Email already in use.'
User successfully logs into their account for the first time after registration.
Given a user has just registered successfully, when they log in with their email and password, then they should be directed to their profile page in the Community Engagement Forum.
User wishes to update their profile information after initial registration.
Given a user is logged into their profile, when they change their organization name and save the changes, then the profile should reflect the updated organization name.
User navigates to the privacy settings within their profile management area.
Given a user is on their profile management page, when they select the privacy settings option, then they should be able to adjust their privacy preferences and save the changes successfully.
User wants to set their notification preferences to receive updates about community posts.
Given a user is in the notification preferences section, when they select options to receive notifications for community posts and save the settings, then they should receive a confirmation of updated notification settings.
Discussion Thread Creation
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User Story
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As a user, I want to create discussion threads so that I can talk about specific sustainability topics with other community members.
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Description
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This requirement allows users to initiate new discussion threads within the Community Engagement Forum. Users can start conversations on various topics related to carbon offsetting, sustainability practices, and share personal experiences. Each thread will support rich text formatting and the ability to attach files or links. This encourages dynamic discussions and the sharing of diverse perspectives, enhancing collaborative learning among users. It is crucial for fostering engagement and providing a platform for meaningful interaction.
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Acceptance Criteria
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A user wants to create a new discussion thread in the Community Engagement Forum to share their experience with carbon offsetting strategies, including specific examples and personal insights.
Given that the user is logged into the Community Engagement Forum, when they click on 'Create New Thread', then they should be presented with a rich-text editor and options to attach files or links before submitting the thread.
A user wishes to format their discussion thread using various text styles (bold, italics, lists) to emphasize key points in a discussion about sustainability practices.
Given that the user is using the rich-text editor in the 'Create New Thread' interface, when they apply formatting options (such as bold, italics, or bullet points), then the text should render correctly in the preview before submission.
A user plans to attach a PDF document containing their sustainability compliance report to their newly created discussion thread for others to review.
Given that the user has selected a PDF file from their device, when they attach it to the discussion thread and submit the thread, then the attachment should be accessible for all users viewing the thread without errors.
A user wants to start a discussion thread but realizes they have not filled out the required fields, such as title and at least one body paragraph.
Given that the user tries to submit the new thread with empty required fields, when they click the 'Submit' button, then a validation message should appear indicating which fields need to be filled out before submission.
A user wants to view the threads they have created in the Community Engagement Forum to track discussions they initiated.
Given that the user is logged into their account, when they navigate to their profile section, then they should see a list of all discussion threads they have created, with the most recent thread at the top.
A user is creating a discussion thread and wants to ensure that their thread is marked as 'public' so that all forum participants can see it and contribute.
Given that the user has an option to select privacy settings for their thread, when they choose 'Public' and submit the thread, then the thread should be visible to all registered users in the Community Engagement Forum.
A user accidentally created a discussion thread and needs to edit the content after initial submission.
Given that the user is viewing their previously submitted discussion thread, when they click on the 'Edit' button, then they should be able to modify the content of the thread and resubmit it successfully.
Commenting and Reactions System
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User Story
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As a community member, I want to comment on posts and react to discussions so that I can engage meaningfully with others in the forum.
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Description
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This requirement provides users with the ability to comment on and react to existing discussion threads and posts within the Community Engagement Forum. Users can share their thoughts, ask questions, or offer support through comments and choose from a set of reactions such as 'like' or 'support'. This feature promotes interaction, encourages ongoing dialogue, and creates a sense of community among members. It is essential for maintaining an active and responsive forum.
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Acceptance Criteria
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User adds a comment to a discussion thread on carbon offsetting strategies.
Given a user is logged into the Community Engagement Forum, when they navigate to an existing discussion thread and enter a text comment, then the comment should be successfully posted and visible to all forum participants.
User reacts to a post with a selected emotion.
Given a user is viewing a discussion post in the Community Engagement Forum, when they click on the 'like' reaction button, then the total number of 'likes' should increase by one and the user should see their reaction reflected in the post.
User views existing comments on a discussion thread.
Given a user is on a discussion thread, when they scroll through the comments section, then they should be able to see all comments listed in chronological order, including the username of the commenter and the timestamp of when the comment was made.
User edits their own comment.
Given a user has posted a comment, when they click on the 'edit' option next to their comment, make changes, and save, then their updated comment should replace the original comment while preserving the original timestamp.
User deletes their own comment.
Given a user has posted a comment, when they select the 'delete' option for their comment and confirm the deletion, then the comment should be removed from the discussion thread, and no longer visible to other users.
User views reactions on a post.
Given a discussion post has reactions from multiple users, when a user clicks on the reaction count, then a pop-up should display a breakdown of the types of reactions received (e.g., likes, supports) along with the usernames of users who reacted.
User reports an inappropriate comment.
Given a user sees a comment that violates community guidelines, when they click on the 'report' button next to the comment and submit the report, then the comment should be flagged for review by moderators and the user should receive a confirmation message.
Search and Filter Functionality
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User Story
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As a user, I want to search and filter discussions so that I can quickly find information on specific sustainability topics that interest me.
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Description
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This requirement involves implementing a robust search and filter functionality that allows users to easily find relevant discussion threads, topics, or participants based on keywords, categories, or tags. Users should be able to filter content by date, popularity, or relevance, enhancing their ability to access valuable information efficiently. This capability improves user experience by saving time and making the platform more navigable, thus encouraging more active participation in community discussions.
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Acceptance Criteria
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User searches for discussion threads related to carbon offsetting using specific keywords.
Given the user is on the Community Engagement Forum page, when they enter a keyword in the search bar and click 'Search,' then the results should display all relevant discussion threads containing that keyword, sorted by relevance.
User filters discussion threads by categories such as 'Best Practices' or 'Success Stories.'
Given the user is on the Community Engagement Forum page, when they select a category from the filter options, then the page should refresh to show only the discussion threads belonging to the selected category.
User sorts discussion threads by date to find the most recent discussions.
Given the user is on the Community Engagement Forum page, when they choose the 'Sort by Date' option, then the discussion threads should be displayed in descending order starting from the latest post.
User applies multiple filters to narrow down discussion thread results.
Given the user is on the Community Engagement Forum page, when they apply filters for both date and popularity, then the results should display discussion threads that match both criteria simultaneously.
User searches for a specific participant's contributions within the Community Engagement Forum.
Given the user is on the Community Engagement Forum page, when they enter a participant's name in the search bar, then the results should display all discussion threads where that participant has posted.
User accesses the filter function and no results match the selected criteria.
Given the user is on the Community Engagement Forum page, when they select filters that do not match any existing discussion threads, then a message should be displayed indicating 'No results found. Please adjust your filters.'
Notification and Alert System
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User Story
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As a user, I want to receive notifications about activities related to my posts and discussions so that I can stay updated and engaged in the community.
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Description
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This requirement establishes a notification and alert system that informs users of new comments on their posts, replies to discussions they are following, or when someone mentions them in the forum. Users can customize their preferences regarding how and when they want to receive notifications. This integration is vital for keeping users engaged and informed about community interactions, fostering connection and encouraging ongoing participation.
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Acceptance Criteria
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User receives a notification for a new comment on their post in the Community Engagement Forum.
Given the user has a post in the forum, When another user comments on that post, Then the user should receive a notification via the selected method (email, SMS, or in-app) within 5 minutes of the comment being made.
User is notified when someone replies to a discussion they are following.
Given the user is following a discussion thread, When a reply is added to that thread, Then the user should receive an immediate notification through their preferred channels.
User mentions another user in a comment and that user receives a notification.
Given User A mentions User B in a comment, When User A submits the comment, Then User B should receive a notification alerting them of the mention within 5 minutes.
User customizes notification preferences for the alert system.
Given the user is on the notification settings page, When they select their preferences for comment alerts, replies, and mentions, Then those preferences should be saved correctly and reflected in the notification settings overview.
User tests the alert system to ensure all notifications are functioning as intended.
Given the user has notifications enabled, When a new comment, reply, or mention occurs, Then all relevant notifications should be received as per the user's settings without delay.
User successfully disables notifications for a specific discussion they no longer wish to follow.
Given the user is following a specific discussion, When they choose to disable notifications for that discussion, Then they should no longer receive alerts related to that thread.
Resource Sharing and Downloads
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User Story
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As a user, I want to share resources and materials with the community so that I can contribute to the collective knowledge and help others with their sustainability goals.
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Description
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This requirement allows users to share and download resources such as articles, case studies, templates, and educational materials within the Community Engagement Forum. Users should have the ability to upload documents and link resources relevant to sustainability practices. This promotes knowledge sharing and further enhances the value of the forum as a go-to resource for sustainability information, supporting user learning and collaboration.
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Acceptance Criteria
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As a user of the Community Engagement Forum, I want to upload educational materials so that I can share valuable resources with other users who are interested in sustainability practices.
Given that I am logged in as a registered user, when I select the 'Upload Resource' button and choose a valid file, then the resource should be uploaded successfully, and I should see a confirmation message.
As a user, I want to download shared resources so that I can access important information related to carbon offsetting and sustainability practices when needed.
Given that I am on the Community Engagement Forum and I see a list of available resources, when I click on the 'Download' link for a resource, then the correct resource file should be downloaded to my device without errors.
As a forum participant, I want to ensure that uploaded resources are accessible to all users so that anyone interested can benefit from the shared knowledge and insights.
Given that a resource has been uploaded to the forum, when I access the resources section, then I should be able to view the resource and see the uploader’s details and upload date.
As a user, I want to categorize the resources I upload so that other users can easily find resources related to specific topics within sustainability.
Given that I am uploading a resource, when I fill out the category field and submit the upload, then the resource should be correctly categorized and displayed under the selected category in the forum.
As a user, I want to be able to remove my uploaded resources if they are outdated or no longer relevant to the community, so the forum remains current and useful for all participants.
Given that I have uploaded a resource, when I click the 'Remove' button next to my uploaded resource, then the resource should be successfully deleted from the forum and I should receive a confirmation message.
As a user, I want to search for specific resources in the Community Engagement Forum so that I can quickly find information relevant to my sustainability initiatives.
Given that I am in the resources section, when I enter keywords into the search bar and hit 'Search', then I should see a list of resources that match the search criteria without irrelevant results.
As a user, I want to give feedback on resources shared in the forum so that I can help other users identify valuable materials.
Given that I am viewing a resource, when I submit a feedback rating and a comment, then the feedback should be successfully recorded and displayed alongside the resource for other users to see.
EcoScore Breakdown
EcoScore Breakdown offers detailed visualizations of the various components contributing to the overall EcoScore. Users can drill down into metrics such as energy consumption, waste generation, and carbon emissions to see how each factor impacts their sustainability performance. This feature empowers users to identify specific areas for improvement, enabling targeted strategies to enhance their EcoScore.
Requirements
EcoScore Visualization
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User Story
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As an environmental manager, I want to visualize the EcoScore components so that I can identify trends and track improvements over time.
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Description
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The EcoScore Visualization requirement focuses on providing clear and interactive graphical representations of the EcoScore components, including individual metrics for energy consumption, waste generation, and carbon emissions. This functionality will enable users to visualize their performance over time, making it easier to track progress and identify trends. The interactive graphs will allow users to hover over data points for more detailed information and comparisons, enhancing stakeholder engagement and understanding of ecological impacts. Integrating these visualizations within the platform ensures that users can gain insights at a glance and take actionable steps towards improvement.
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Acceptance Criteria
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User views their EcoScore Breakdown to analyze component contributions.
Given the user is logged into the EcoTrackly platform, When they navigate to the EcoScore Breakdown page, Then they should see a visual representation of their EcoScore components such as energy consumption, waste generation, and carbon emissions.
User interacts with the EcoScore visualizations to obtain detailed information.
Given the user is on the EcoScore Visualization page, When they hover over any data point in the graph, Then a tooltip should appear providing details about the specific metric for that data point.
User wants to track their EcoScore over time to observe trends.
Given the user selects a date range in the EcoScore Visualization, When they apply the filter, Then the graphs should update to show the EcoScore and component metrics for the selected time period.
User requires print-ready reports of their EcoScore visualizations for stakeholder meetings.
Given the user is viewing their EcoScore Visualizations, When they click the 'Download Report' button, Then a PDF report containing the current visualizations should be generated and downloaded to the user's device.
User seeks to compare current EcoScore components against previous data.
Given the user has accessed the comparison functionality, When they select the previous date range for comparison, Then the EcoScore Visualization should display side-by-side metrics for current and previous periods for analysis.
User accesses the EcoScore Breakdown on a mobile device.
Given the user is viewing the EcoScore Breakdown on a mobile device, When the page loads, Then the visualizations should adjust responsively to fit the device screen without losing readability or functionality.
Drill-Down Metrics
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User Story
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As a sustainability officer, I want to drill down into specific metrics so that I can identify precise areas for improvement and take targeted actions.
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Description
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The Drill-Down Metrics requirement centers on allowing users to access detailed information about each component of their EcoScore. When a user clicks on a specific metric, such as waste generation, they will be presented with a breakdown of data by category, source, or time period. This granularity will empower users to pinpoint exact areas needing improvement and to formulate targeted strategies for sustainability enhancements. By implementing this feature, EcoTrackly will provide actionable insights that engage users more deeply with their sustainability performance, facilitating ongoing optimization.
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Acceptance Criteria
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User clicks on the waste generation metric in the EcoScore Breakdown dashboard to view detailed breakdowns of waste production.
Given a user is on the EcoScore Breakdown dashboard, when they click on the waste generation metric, then the system should display a detailed breakdown of waste data segmented by category, source, and time period.
User navigates to the energy consumption metric to analyze monthly trends.
Given a user is viewing the EcoScore Breakdown dashboard, when they select the energy consumption metric, then the system should present monthly energy consumption data in a graphical format enabling visual analysis over the last 12 months.
User filters waste generation data by specific categories such as plastic, organic, and recyclable materials.
Given a user is viewing the waste generation breakdown, when they apply filters for specific categories (plastic, organic, recyclable), then the system should update the displayed data to show only the selected categories and their respective values.
User wants to export the detailed breakdown of carbon emissions to share with their team.
Given a user is viewing the carbon emissions breakdown, when they click the export button, then the system should generate a downloadable report containing the current breakdown data in CSV format.
User views the comparison of waste generation metrics over different time periods.
Given a user selects the waste generation metric and chooses a comparison time period (e.g., last month vs. last year), when the comparison is submitted, then the system should display a comparative analysis highlighting the percentage change and trends.
User receives notifications for areas requiring immediate attention based on their EcoScore breakdown.
Given a user is regularly monitoring the EcoScore Breakdown, when any metric falls below a predefined threshold, then the system should send a notification to the user indicating the specific area needing attention.
User seeks help navigating the drill-down metrics feature to better understand its functions.
Given a user is on the EcoScore Breakdown dashboard, when they click on the help icon, then the system should display a contextual help guide explaining how to use the drill-down metrics feature.
Comparative Analysis Tool
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User Story
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As a business owner, I want to compare my EcoScore with industry standards so that I can understand how I measure up against my competitors.
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Description
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The Comparative Analysis Tool requirement aims to give users the capability to compare their EcoScore and metrics against industry standards or peer benchmarks. This feature will enable companies to evaluate their performance relative to others in their sector, fostering a competitive understanding of sustainability efforts. With intuitive comparison charts and reports, users will be able to identify strengths and weaknesses in their strategies and drive enhancements based on data-driven insights. Incorporating industry benchmarks will contextualize their performance and encourage continuous improvement towards sustainability goals.
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Acceptance Criteria
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User compares their EcoScore against industry benchmarks during a quarterly sustainability review meeting to assess their performance relative to peers.
Given the user selects the 'Comparative Analysis Tool', when they input their EcoScore and define the industry standard parameters, then the analysis tool displays a comparison chart showing their EcoScore against the selected benchmarks with clear visual differentiation.
A sustainability manager wishes to generate a report that highlights both strengths and weaknesses in their sustainability efforts based on peer comparisons.
Given the user initiates a report generation from the Comparative Analysis Tool, when they choose the metrics for analysis (e.g., energy consumption, waste generation), then the report should include a detailed breakdown of areas where the user excels and where improvements are needed, illustrated with supporting charts.
An environmental officer needs to evaluate their performance over the past year compared to industry standards to prepare for a sustainability compliance audit.
Given the user requests a historical comparison report, when the Comparative Analysis Tool aggregates data from the past 12 months, then the tool must present trends over time and identify any deviations from industry averages for a clearer understanding of progress and setbacks.
A company wants to understand the impact of recent changes in their sustainability practices on their EcoScore in comparison to industry peers.
Given the user inputs recent changes in their practices into the Comparative Analysis Tool, when they compare their updated EcoScore against peer benchmarks, then the system must provide feedback on how these changes have affected their standing relative to the industry.
A business is preparing a presentation for stakeholders to illustrate their commitment to sustainability through comparative metrics.
Given the user selects multiple metrics to showcase for a stakeholder presentation, when they use the Comparative Analysis Tool, then the tool should allow them to customize and export a visually appealing presentation format displaying key comparisons and insights effectively.
An operations manager wants a quick overview of their team's performance against peer benchmarks for a departmental meeting.
Given the user opens the Comparative Analysis Tool, when they select a quick view option, then the tool must provide an instantaneous summary of key metrics and a visual comparison of their team's EcoScore against industry standards.
A user attempts to use the Comparative Analysis Tool but does not have enough data inputted for meaningful comparison.
Given the user opens the Comparative Analysis Tool without sufficient metrics entered, when they try to generate a comparison report, then the system must prompt them with a notification explaining the need for more data and guide them on how to input the data needed.
Real-time Notifications
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User Story
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As a facility manager, I want to receive real-time notifications about changes in my EcoScore so that I can respond promptly to any issues that arise.
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Description
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The Real-time Notifications requirement is designed to alert users of significant changes or trends in their EcoScore and underlying metrics. Users will receive notifications for positive or negative shifts, allowing for proactive management of their sustainability efforts. This feature enhances engagement by keeping users informed of critical developments and encouraging timely adjustments to behaviors or practices that influence their EcoScore. Real-time alerts will be customizable, enabling users to specify the types of changes they want to be notified about, ensuring relevant information is prioritized.
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Acceptance Criteria
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User receives a notification when their EcoScore improves by a certain threshold based on real-time data updates.
Given the user has set a threshold for EcoScore improvement, when the EcoScore increases by that threshold, then the user receives a real-time notification via the app.
User customizes notification preferences for EcoScore changes in the settings menu.
Given the user is in the notification settings menu, when they select types of EcoScore changes they want to be notified about and save the settings, then the selected preferences are stored and used for future notifications.
User receives a notification for a significant drop in energy consumption that exceeds a predefined threshold.
Given the user has established a threshold for acceptable energy consumption drop, when real-time data indicates a drop that exceeds this threshold, then the user receives a notification regarding the change in energy usage.
User wants to receive alerts during specific times of the day based on their operational schedule.
Given the user has specified a time range for notifications in the settings, when real-time changes occur outside of these hours, then the user only receives notifications during the specified time range.
User accesses the notification history to review past alerts regarding EcoScore changes.
Given the user is on the notification history page, when they review the list, then they should see a comprehensive log of all notifications received, including timestamps and details of changes.
User disabled non-critical notifications but still receives critical alerts regarding EcoScore revisions.
Given the user has selected critical notifications only, when a critical change in EcoScore occurs, then the user should receive an immediate notification regardless of other disabled settings.
User shares their EcoScore notifications via social media directly from the application.
Given the user has successfully received a notification about their EcoScore, when they choose to share that notification through the social media integration feature, then the notification content is correctly formatted and posted on their selected social media platform.
Historical Performance Reporting
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User Story
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As a compliance officer, I want to generate historical performance reports so that I can demonstrate our sustainability progress to stakeholders.
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Description
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The Historical Performance Reporting requirement involves enabling users to access and generate reports that include historical data on their EcoScore and its components over selected timeframes. This functionality will support users in analyzing long-term trends and the effectiveness of sustainability initiatives. By allowing users to visualize their performance trajectory, EcoTrackly will not only help them celebrate successes but also identify strategies that have led to improvements or declines. This feature will be essential for compliance reporting and stakeholder communication, providing a comprehensive overview of sustainability performance over time.
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Acceptance Criteria
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User accessing historical EcoScore reports for the past year to analyze sustainability performance trends.
Given the user is logged into EcoTrackly, when they navigate to the Historical Performance Reporting section and select a timeframe of one year, then they should be able to generate a report that visualizes the EcoScore and its components for each month within that period.
User generating a comparative report of EcoScores for different time periods to identify trends and improvements.
Given the user selects two different time periods in the Historical Performance Reporting section, when they generate a report, then the system should provide a side-by-side comparison of EcoScores and key metrics such as energy consumption and waste generation for both periods displayed in a clear graphical format.
User reviewing the Historical Performance Report to communicate sustainability achievements with stakeholders during a quarterly meeting.
Given the user opens the Historical Performance Reporting feature, when they generate a report for the last four quarters, then the report should include key performance metrics, visualizations of EcoScore changes, and notes on any significant sustainability initiatives taken during that time frame, and be exportable as a PDF.
User filtering historical data to generate reports based on specific sustainability metrics they want to analyze.
Given the user is on the Historical Performance Reporting page, when they apply filters to include only energy consumption and carbon emissions over the last six months, then the generated report should reflect the filtered metrics accurately, with clear graphs illustrating the trends.
User utilizing the Historical Performance Report to set future sustainability goals based on past performance.
Given the user has access to the Historical Performance Reporting feature, when they analyze the generated reports and findings, then they should be able to define new, measurable sustainability goals that are informed by their EcoScore performance trends from previous periods.
User sharing the Historical Performance Report via email to relevant stakeholders for transparency and accountability.
Given the user has generated a Historical Performance Report, when they choose to share it using the email functionality within EcoTrackly, then the selected stakeholders should receive an email with the report attached in a readable format, maintaining the integrity of the data presented.
User receiving notification of updates to historical performance reporting features after significant platform enhancements or data integrations.
Given the user is subscribed to notifications, when a new enhancement is made to the Historical Performance Reporting feature, then they should receive a notification detailing the new updates and how it improves their reporting capabilities.
Trend Analysis Tool
The Trend Analysis Tool enables users to visualize performance over time, highlighting patterns and changes in sustainability metrics. By observing trends in the EcoScore and its components, organizations can assess the effectiveness of their sustainability initiatives, making data-driven decisions to optimize strategies and achieve long-term goals.
Requirements
Real-time Data Visualization
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User Story
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As an environmental manager, I want to see real-time visualizations of our sustainability metrics so that I can quickly identify trends and make informed decisions to enhance our eco-friendly practices.
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Description
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The Real-time Data Visualization requirement facilitates dynamic and interactive displays of sustainability performance metrics, including energy consumption, waste production, and emissions data. This feature empowers users to quickly grasp complex datasets through intuitive graphs and charts, enhancing their ability to monitor trends visually. Integration with existing data streams will ensure that all visual representations are up to date, allowing users to react promptly to changes in their sustainability performance and support data-driven decision-making.
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Acceptance Criteria
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User views real-time graphs and charts of energy consumption on the EcoTrackly dashboard.
Given I am a registered user, when I navigate to the dashboard, then I should see real-time visualizations of energy consumption data updated within 5 seconds of data availability.
User filters waste production metrics by location and time period to analyze specific trends.
Given I am on the waste production visualization page, when I apply filters for location and a specific time range, then I should see the waste production data for the selected parameters accurately reflected in the charts.
User downloads a report of emissions data displayed in the visualization tool.
Given I am viewing emissions data visualizations, when I click the download report button, then I should receive a CSV file containing the current data displayed in the visualizations with correct formatting.
User receives real-time alerts for significant changes in sustainability metrics.
Given I have configured my alert preferences, when there is a change in any sustainability metric that exceeds the defined threshold, then I should receive an immediate notification through the app and email.
User customizes the visual representation of sustainability trends on their dashboard.
Given I am on the dashboard, when I select customization options for graphs and charts, then the visualizations should reflect my preferences and save them for future sessions.
User observes historical trends in the EcoScore and identifies areas of improvement.
Given I am on the EcoScore trend analysis page, when I select a past date range, then I should see a comparative trend analysis that highlights changes in my EcoScore over that period.
User interacts with the visual chart to drill down into specific data points for deeper insights.
Given I am viewing any data visualization, when I click on a specific data point, then I should see detailed metrics and insights related to that point in a tooltip or side panel.
Predictive Analytics Integration
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User Story
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As a sustainability analyst, I want predictive analytics capabilities so that I can forecast our future sustainability performance and proactively adjust our strategies to meet our goals.
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Description
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The Predictive Analytics Integration requirement enables users to leverage historical data trends and apply machine learning algorithms to forecast future sustainability metrics. This functionality will allow organizations to anticipate potential issues and opportunities in their sustainability initiatives, optimizing resource allocation and improving strategic planning. The implementation will include a user-friendly interface for setting parameters and viewing predictions, as well as recommendations based on the forecasts, enhancing overall strategic decision-making.
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Acceptance Criteria
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User accesses the Predictive Analytics Integration feature to set parameters for forecasting sustainability metrics based on historical data trends.
Given a user is logged into EcoTrackly, when they navigate to the Predictive Analytics Integration page and set parameters for forecasting metrics, then a forecast report should be generated displaying predictions for the selected sustainability metrics within 5 seconds.
User utilizes the Predictive Analytics Integration to view predictions and recommendations generated based on the forecasted data.
Given a user has generated a forecast using the Predictive Analytics Integration, when they view the predictions, then the system should display a detailed report that includes at least three actionable recommendations based on the forecasted data.
User verifies the accuracy of the predictions generated by the Predictive Analytics Integration by comparing them with actual historical data post-forecast.
Given a user has generated a forecast, when they compare the predicted sustainability metrics with actual metrics after a defined period, then the predicted metrics should align within a 10% margin of error of the actual metrics.
User engages with the visual data representation of trends provided by the Predictive Analytics Integration.
Given a user accesses the data visualization features of Predictive Analytics Integration, when they select a specific sustainability metric to view, then a time-based graph should display the historical performance and forecasted trends accurately.
User requests assistance or guidance on how to interpret predictions from the Predictive Analytics Integration.
Given a user is on the Predictive Analytics Integration page, when they click on the 'Help' icon, then contextual help documentation should be available that explains how to interpret the predictions and the underlying machine learning algorithms used.
User assesses how well the Predictive Analytics Integration supports strategic decision-making in meeting sustainability goals.
Given a user engages with the reports generated by Predictive Analytics Integration, when they use the insights for strategic meetings, then at least one decision must be documented as being influenced by the insights provided by the predictions.
Customizable Reporting Templates
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User Story
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As a compliance officer, I want customizable reporting templates so that I can generate reports that meet regulatory standards and clearly communicate our sustainability progress to stakeholders.
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Description
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The Customizable Reporting Templates requirement allows users to create tailored reports on sustainability performance, enabling businesses to align reporting with specific regulatory or organizational requirements. Reports can include key performance indicators, trend analysis, and compliance metrics, with options for formatting and visual styles that suit different audiences, from internal stakeholders to regulatory bodies. This feature is crucial for helping organizations maintain transparency and accountability in sustainability efforts while showcasing progress in achieving eco-friendly goals.
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Acceptance Criteria
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User Customizes a Reporting Template for Regulatory Compliance
Given that the user has access to the Customizable Reporting Templates feature, when the user selects a template to modify, then they should be able to add and remove key performance indicators and trend analysis metrics relevant to their organization's regulatory requirements.
User Generates a Customized Sustainability Report
Given that the user has created a customized reporting template, when the user clicks the generate report button, then a new report should be created that reflects the chosen customizations and formats, ready for download in PDF and Excel formats.
User Edits an Existing Reporting Template
Given that the user has an existing reporting template saved, when the user opens the template for editing, then they should be able to change formatting options including color schemes, font types, and layout structure without losing any previously entered data.
User Saves a Customized Reporting Template for Future Use
Given that the user has made changes to a reporting template, when the user clicks the save button, then the customized template should be saved and retrievable in the user’s template library with a confirmation message displayed.
User Shares a Customized Report with Stakeholders
Given that the user has generated a customized report, when the user selects the share option, then an email should be sent to designated stakeholders with a link to access the report, along with a message drafted by the user.
User Views Reporting Template Options
Given that the user is on the Reporting Templates page, when they click on the 'Available Templates' section, then they should see a list of pre-defined templates available for customization, each with a brief description of its purpose.
User Validates Report Data Accuracy
Given that the customized report has been generated, when the user reviews the content of the report, then they should find that all data points accurately reflect the metrics and trends from the source data used within EcoTrackly.
Enhanced User Collaboration Features
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User Story
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As a project manager, I want enhanced collaboration features so that my team can work together more effectively on our sustainability initiatives and share insights in real time.
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Description
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The Enhanced User Collaboration Features requirement enables multiple stakeholders to participate in sustainability analysis and decision-making processes within the EcoTrackly platform. This includes shared dashboards, commenting capabilities, and version control for reports and analyses. By facilitating better collaboration among team members, organizations will be able to leverage diverse insights and foster a collective approach toward achieving sustainability goals. This capability enhances team cohesion and ensures that all relevant parties have access to the most current data.
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Acceptance Criteria
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Stakeholders collaborate on sustainability reports during a scheduled team meeting using the EcoTrackly platform, where they review shared dashboards and discuss metrics in real time.
Given a shared dashboard is being used, when users add comments to specific metrics, then those comments should be saved and visible to all team members without loss of data.
A project manager needs to prepare a sustainability report to be shared with upper management, utilizing version control in EcoTrackly to track changes made by different team members.
Given that multiple users are editing a report, when one user saves changes, then all users should receive a notification of the update and have access to the latest version.
An analyst wants to analyze changes in the EcoScore over the past quarter and needs to collaborate with the finance team to understand the budget impacts of sustainability initiatives.
Given the need for cross-department collaboration, when users from different departments access the EcoTrackly platform, then they should be able to view the same sets of dashboards and reports simultaneously.
During a quarterly review, the sustainability coordinator plans to present the latest data insights to the board, ensuring all involved parties have access to the most recent updates in the analysis.
Given that a report is being prepared for presentation, when the document is finalized, then it should automatically lock down previous versions while retaining the ability to reference earlier data if needed.
A user wants to leave feedback on the accuracy of recently updated metrics within a shared dashboard to facilitate team discussion.
Given the dashboard is active, when a user submits feedback, then the feedback should be logged with a timestamp and associated with the relevant metric for easy reference and review.
Several team members want to review sustainability metrics collaboratively, ensuring that their insights and comments are easily accessible during a strategy meeting.
Given that team members are collaborating within a dashboard, when a team member makes a comment, then all other team members should see the comment in real-time without needing to refresh the dashboard.
The sustainability team wants to generate a periodic report that encapsulates input from various users across departments to gauge overall sustainability efforts.
Given that the report is compiled from multiple user inputs, when the report is generated, then it should reflect all comments and edits made by users across different sessions and be exportable in PDF format.
Mobile Accessibility
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User Story
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As an executive, I want mobile access to sustainability data so that I can track our performance and respond to issues while traveling or working remotely.
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Description
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The Mobile Accessibility requirement ensures that the EcoTrackly platform is fully optimized for mobile devices, allowing users to access sustainability metrics and analytics on-the-go. This feature will enable users to monitor performance, receive alerts, and collaborate with team members from anywhere, improving flexibility and responsiveness in managing sustainability goals. It addresses the increasing need for remote access and supports work outside traditional office environments, making the platform more user-friendly and accessible.
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Acceptance Criteria
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User logs into EcoTrackly from a mobile device to check real-time sustainability metrics while at a conference.
Given that the user has a stable internet connection and has downloaded the EcoTrackly mobile app, when the user logs in using their credentials, then the app should display the EcoScore and relevant sustainability metrics within 5 seconds without errors.
User receives an alert on their mobile device regarding a significant change in energy consumption metrics while away from the office.
Given that a significant change in energy consumption occurs, when the alert is triggered, then the user should receive a push notification on their mobile device within 1 minute and the alert should include details about the change.
A team member collaborates on sustainability metrics via mobile while traveling.
Given that a team member wants to share sustainability analysis results from their mobile device, when they select the 'Share' option, then the app should successfully send an email with the analysis report and visualization to specified team members without issues.
User filters sustainability metrics on a mobile device to focus only on waste production trends.
Given that the user is on the metrics overview page, when they apply the 'Waste Production' filter, then the app should update the displayed metrics in under 3 seconds and reflect only the waste metrics accurately.
User logs out of the EcoTrackly mobile app and ensures their session has ended.
Given that the user is active on the EcoTrackly mobile app, when they select the 'Logout' option, then the app should log them out and require authentication for re-entry, ensuring all personal data is secured.
User navigates through different sections of the EcoTrackly mobile app to analyze sustainability metrics.
Given that the user is using the mobile app, when they switch between various sections (Dashboard, Trends, Alerts), then each section should load within 5 seconds, providing a seamless user experience without any crashes or delays.
Personalized Action Plans
Based on the EcoScore assessment, Personalized Action Plans provide users with tailored recommendations aimed at improving sustainability performance. This feature suggests actionable steps that organizations can take to enhance their EcoScore, including best practices and resources, simplifying the process of developing effective sustainability strategies.
Requirements
Dynamic Recommendation Engine
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User Story
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As a sustainability manager, I want to receive tailored action plans based on my organization’s EcoScore assessment so that I can implement effective strategies to improve our sustainability performance.
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Description
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The Dynamic Recommendation Engine analyzes real-time data from the EcoTrackly platform alongside user-specific EcoScore assessments to provide personalized action plans for sustainability improvement. It dynamically suggests actionable steps tailored to each organization's unique context, including best practices, timelines, and resources needed. This engine not only enhances user engagement by providing relevant and timely suggestions but also simplifies the process of strategizing sustainability efforts. Users can benefit from a clear pathway toward enhancing their sustainability metrics effectively and efficiently, ultimately contributing to their overall environmental goals.
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Acceptance Criteria
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User receives a personalized action plan within 24 hours of completing their EcoScore assessment.
Given a user completes the EcoScore assessment, when the assessment is submitted, then the user should receive a personalized action plan email within 24 hours containing actionable steps tailored to their EcoScore.
The Dynamic Recommendation Engine updates personalized action plans based on real-time data inputs from the user's organization.
Given that the Dynamic Recommendation Engine is running, when real-time data such as energy consumption or waste production is updated, then the personalized action plan should automatically include new recommendations reflecting these changes.
A user can view their personalized action plan on the EcoTrackly dashboard.
Given a user logs into their EcoTrackly account, when they navigate to the dashboard, then they should see their personalized action plan displayed, complete with actionable steps, timelines, and resources.
Users can provide feedback on the usefulness of their personalized action plans.
Given a user views their personalized action plan, when they select the feedback option, then they should be able to submit feedback about the recommendations, which is stored for future analysis.
The action plan suggests best practices based on a specific EcoScore range.
Given a user has an EcoScore between 50 and 60, when they view their personalized action plan, then the recommendations should include best practices specifically designed for users within this EcoScore range.
The user can access additional resources linked in their action plan.
Given a user is reviewing their personalized action plan, when they click on any resource link provided, then they should be directed to the relevant resource page or document without errors.
The Dynamic Recommendation Engine tracks the impact of implemented recommendations on the user's EcoScore over time.
Given a user has followed through with several recommendations from their action plan, when they check their EcoScore after a specified period, then the EcoScore should reflect improvements based on the implemented actions.
User-Friendly Dashboard
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User Story
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As a user, I want an intuitive dashboard that displays my action plans and sustainability progress so that I can quickly assess our performance and identify areas for improvement.
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Description
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The User-Friendly Dashboard is the central interface where users can access their personalized action plans, track progress on sustainability initiatives, and visualize improvements in EcoScore metrics over time. This feature allows for easy navigation and clear presentation of data through intuitive charts and graphs, enhancing user experience and engagement. The dashboard will consolidate all relevant information in one place, making it easier for users to monitor their initiatives and make informed decisions based on visualized data insights.
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Acceptance Criteria
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User navigates to the User-Friendly Dashboard after logging into EcoTrackly to review their personalized action plans and EcoScore metrics.
Given the user is logged in, when they access the dashboard, then the dashboard displays the user's personalized action plans and EcoScore metrics clearly and accurately.
User interacts with the dashboard to track progress on sustainability initiatives over the past month.
Given the user is on the dashboard, when they select the 'Progress' tab, then the user sees a graphical representation of their sustainability progress over the past month, including relevant metrics.
User wants to visualize their EcoScore improvements over time.
Given the user is on the dashboard, when they select the 'EcoScore History' graph, then the user should see a line graph showing the EcoScore changes for the past 6 months with specific values.
User wishes to retrieve specific action recommendations related to their EcoScore from the dashboard.
Given the user is on the dashboard, when they click on an action plan, then the user should receive a detailed view of specific recommendations and resources to enhance their EcoScore based on their current performance.
User attempts to access the dashboard from a mobile device.
Given the user views the dashboard on a mobile device, then the layout should be responsive, allowing easy navigation and visualization of data regardless of screen size.
User wants to download their dashboard data for reporting purposes.
Given the user is on the dashboard, when they click the 'Download Report' button, then a .csv file containing their EcoScore metrics and action plans should be generated instantly for the user to download.
User needs to customize the dashboard layout to prioritize the most relevant information.
Given the user is on the dashboard, when they click 'Customize View', then they should be able to rearrange, add, or remove widgets to reflect their priorities in viewing EcoScore data and action plans.
Integrated Resource Library
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User Story
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As a sustainability coordinator, I want access to a library of resources that supports the recommended actions in my personalized plan so that I can implement them confidently and effectively.
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Description
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The Integrated Resource Library provides users with access to a comprehensive collection of tools, guides, and resources that support the implementation of the recommended actions from their personalized plans. This library will include case studies, templates, and instructional content designed to empower organizations in effectively executing their sustainability strategies. By ensuring that users have readily available resources to draw from, this feature enhances the likelihood of successful implementation of actions, ultimately driving better sustainability outcomes.
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Acceptance Criteria
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User accesses the Integrated Resource Library through the EcoTrackly platform after receiving their Personalized Action Plan.
Given the user is logged into EcoTrackly, when they navigate to the Integrated Resource Library section, then they should be able to view a categorized list of resources including case studies, templates, and instructional content relevant to their Personalized Action Plan.
User searches for specific resources related to their recommended actions in the Integrated Resource Library.
Given the user is viewing the Integrated Resource Library, when they use the search feature with a keyword related to their action plan, then they should receive a list of relevant resources that match their search criteria.
User selects a resource from the Integrated Resource Library for implementation.
Given the user has found a resource, when they click on the resource link, then the content should display properly without errors and allow the user to download or print the material as needed.
User browses through the Integrated Resource Library categories to find applicable tools and guides.
Given the user is on the Integrated Resource Library page, when they click on any resource category, then they should see a list of resources that falls under that category, including descriptions for each resource.
User provides feedback on a resource they accessed from the Integrated Resource Library.
Given the user has accessed a resource, when they complete the feedback form indicating their satisfaction level and submit it, then the system should save the feedback and provide a confirmation message to the user.
User utilizes the Integrated Resource Library for ongoing education on sustainability best practices.
Given that the Integrated Resource Library is available, when the user visits it regularly, then the library should show updates on new resources added and highlight popular or recommended resources for sustainable practices.
Progress Tracking and Alerts
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User Story
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As a project leader, I want to set goals in my action plans and receive alerts about my progress so that I can stay on track and ensure that targets are met.
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Description
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The Progress Tracking and Alerts feature allows users to set specific goals within their action plans and receive automated notifications about their progress, deadlines, and necessary adjustments. This functionality encourages adherence to environmental goals and motivates users by keeping them informed about their sustainability initiatives. By combining goal-setting with progress tracking and timely alerts, organizations can ensure accountability and foster a proactive approach to achieving their sustainability targets.
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Acceptance Criteria
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Users can set specific sustainability goals within their Personalized Action Plans to monitor progress effectively.
Given a user is logged into EcoTrackly, when they navigate to their Personalized Action Plan and set a specific sustainability goal, then the system should save that goal and display it on the user’s dashboard along with an editable completion date.
Automated alerts should notify users about upcoming deadlines for their sustainability goals.
Given a user has set a completion date for a sustainability goal, when the deadline is approaching (within 3 days of the due date), then the system should send an automated notification to the user’s registered email and mobile app.
Users should be able to view their progress towards achieving their sustainability goals in real-time.
Given a user has set sustainability goals in their Personalized Action Plan, when they access the progress tracking feature, then the system should render a visual representation (such as a progress bar or percentage) indicating the completion status of each goal.
Users can receive alerts if they are falling behind on their goals, prompting necessary adjustments.
Given a user has set a sustainability goal, when their progress does not meet the pre-defined check-in criteria (e.g., 70% of the goal completed by two-thirds of the due date), then the system should trigger an alert prompting the user to review and adjust their action plan.
Users should be able to edit their goals and deadlines based on changing organizational priorities.
Given a user is viewing their sustainability goals, when they select a goal to edit and make changes to its target completion date or goal amount, then the system should update the goal and notify the user of the change via a confirmation message.
The system must provide a summary report of the user's progress towards their sustainability goals at the end of each month.
Given a user has set sustainability goals within a month, when the month ends, then the system should generate and send a summary report via email, outlining the progress made on each goal and recommendations for the next month.
Users need to receive educational content related to improving sustainability practices as part of their action plans.
Given a user is actively working on their Personalized Action Plan, when the user checks their progress on the goals, then the system should also display relevant articles, tips, or resources aimed at improving their EcoScore and sustainability performance.
Feedback and Adjustment Mechanism
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User Story
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As a user, I want to provide feedback on the action plans so that I can share my insights and help improve the recommendations for better effectiveness.
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Description
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The Feedback and Adjustment Mechanism permits users to provide direct feedback on their action plans and report on the effectiveness of the recommendations based on their experiences. This feature allows for continual improvement of the personalized action plans and can suggest alternative approaches if current ones are not yielding the desired outcomes. By incorporating user feedback, this mechanism enhances the adaptability of the platform and ensures that it remains relevant and effective in achieving sustainability goals.
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Acceptance Criteria
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User provides feedback on a personalized action plan after implementing its suggested steps over a month.
Given a user has implemented their personalized action plan, when they provide feedback through the system, then the feedback is successfully recorded and acknowledged in the user dashboard.
User requests an adjustment to their action plan due to poor results as indicated by their EcoScore.
Given a user identifies a lack of efficacy in their action plan, when they submit an adjustment request, then an alternative plan is generated and presented to the user within 48 hours.
User submits their feedback on the effectiveness of the recommendations in their action plan through a dedicated feedback form.
Given a user completes a feedback form detailing their experience, when they submit the form, then the feedback metrics are aggregated and reflected in the action plan assessment tool.
A user wants to review the historical effectiveness of their personalized action plans based on past feedback.
Given a user accesses their dashboard, when they select the historical review option, then a summary of past action plans and associated user feedback is displayed clearly.
User provides feedback indicating that the provided recommendations did not yield expected outcomes.
Given a user submits a feedback report citing ineffective recommendations, when the system processes this report, then an alternative recommendation list is generated within the user's interface correlating to their feedback.
Users evaluate the overall satisfaction with the feedback mechanism as part of their quarterly review.
Given a user accesses the satisfaction survey after the feedback mechanism has been active for three months, when they complete the survey, then their satisfaction rating is securely recorded and summarized for further analysis.
Users share their success stories based on the action plans and feedback mechanism improvements.
Given a user experiences notable improvements in their sustainability performance, when they submit their success story through the platform, then it gets published in the user community section for others to view.
Collaboration Tools
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User Story
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As a team member, I want to collaborate with my colleagues on sustainability initiatives by sharing action plans and resources so that we can work together more effectively toward our environmental goals.
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Description
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The Collaboration Tools enable teams within organizations to work together on sustainability initiatives by allowing them to share personalized plans, resources, and progress updates with colleagues. This feature supports multi-user access, comments, and discussion threads, encouraging collaboration and collective problem-solving. By fostering team engagement, the collaboration tools enhance commitment to environmental goals across various departments, increasing the overall effectiveness of the sustainability efforts implemented.
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Acceptance Criteria
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Users collaborate in real-time on sustainability initiatives and share personalized action plans with colleagues during a team meeting, looking to gather feedback and suggestions for improvement.
Given a user is logged into EcoTrackly, when they open an action plan, it should allow them to share it with selected team members. Then, the shared members should receive a notification and be able to access the plan immediately without logging out.
A team of users wants to track the progress of their shared sustainability initiatives over a month, ensuring that all contributions and discussions are documented and accessible.
Given multiple users are collaborating within EcoTrackly, when they contribute updates or comments on the shared action plan, then all contributions should be timestamped and visible to all team members in the comment thread.
A team organizes a brainstorming session to generate new ideas for enhancing their EcoScores and decides to record their discussions within EcoTrackly for future reference.
Given users are engaged in a brainstorming session, when they create a new discussion thread in EcoTrackly, then it should allow any team member to add comments and upload relevant resources or documents to the thread, which should be saved automatically.
Team members want to enhance their engagement with sustainability action plans, resulting in increased accountability and transparency in reaching goals.
Given a user has completed a collaboration task on EcoTrackly, when they mark the task as complete, then all relevant team members should receive a status update notification reflecting the completion and current progress of the initiative.
A user wants to view and manage the comments and feedback on their personalized action plan to take further actionable steps based on team input.
Given a user is reviewing feedback on their shared action plan, when they access the comments section, then they should be able to filter by date, user, and status of the comment (resolved/unresolved).
The organization seeks to analyze engagement levels and effectiveness of collaboration amongst teams using EcoTrackly over a given period.
Given the organization sets a timeframe for analyzing collaboration effectiveness, when they access the reporting feature, then data should be displayed showing the number of contributions, average response times, and user engagement metrics during that period.
Competitor Benchmarking
Competitor Benchmarking allows users to compare their EcoScore with industry peers, providing insights into relative performance. This feature promotes a competitive spirit and motivates organizations to enhance their sustainability efforts by understanding where they stand in comparison to others in the industry.
Requirements
Competitor Analysis Dashboard
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User Story
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As a sustainability manager, I want to see how our EcoScore compares to other companies in our industry so that I can identify areas for improvement and develop strategies to enhance our sustainability performance.
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Description
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The Competitor Analysis Dashboard is a user interface component that provides a visual representation of the EcoTrackly user's EcoScore in comparison to that of industry competitors. It aggregates and displays relevant data such as average EcoScores within the sector, leading competitors’ performance metrics, and trending sustainability initiatives. The dashboard will allow users to easily identify performance gaps and opportunities for improvement, encouraging data-driven decision making for enhanced sustainability efforts. This feature is crucial for users to not only monitor their standing but also to strategize effectively on their sustainability goals, ultimately driving a culture of competitiveness and improvement in eco-performance.
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Acceptance Criteria
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User views the Competitor Analysis Dashboard to check their EcoScore compared to the industry average and leading competitors.
Given the user is authenticated and has access to the dashboard, when they navigate to the Competitor Analysis section, then the dashboard should display their EcoScore along with the average EcoScores of top competitors in the same industry.
User interacts with the graphical representation on the dashboard to filter performance data based on specific criteria such as region or time period.
Given the user is on the Competitor Analysis Dashboard, when they apply a filter for region or time period, then the displayed EcoScores and performance metrics should update accordingly to reflect the selected filters.
User wants to download a report containing their EcoScore and comparative metrics for presentations or internal reviews.
Given the user is on the Competitor Analysis Dashboard, when they click on the download button, then a report in PDF format should be generated containing their EcoScore, industry averages, and key performance metrics of competitors, ready for download.
User attempts to share the Competitor Analysis Dashboard insights with team members via email.
Given the user is on the Competitor Analysis Dashboard, when they select the share option and enter email addresses, then the system should send an email containing a link to the dashboard and a summary of their EcoScore compared to competitors.
User reviews historical performance trends to assess improvements in their EcoScore over time.
Given the user is on the Competitor Analysis Dashboard, when they select the trends view, then the dashboard should display a timeline graph indicating their EcoScore changes over the selected historical period compared to industry trends.
User seeks specific areas for improvement in their sustainability efforts based on the dashboard metrics.
Given the user is on the Competitor Analysis Dashboard, when they click on a specific competitor's EcoScore, then a detailed view should open showing the sustainability initiatives that contribute to that competitor's performance, highlighting potential improvement areas for the user.
Real-time Benchmarking Alerts
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User Story
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As a business owner, I want to receive alerts about any significant changes in our EcoScore or competitor scores so that I can respond quickly to emerging sustainability trends and improve our strategy accordingly.
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Description
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Real-time Benchmarking Alerts are notifications that inform users when significant changes occur in their EcoScore or when competitors achieve notable performance metrics. These alerts will be customizable based on user preferences, allowing them to set thresholds for notifications related to new benchmarks established by industry peers or improvements in their own sustainability metrics. This feature will empower users to stay informed and reactive to competitive developments, enabling timely adjustments to their sustainability strategies, thereby fostering a proactive approach to environmental responsibility.
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Acceptance Criteria
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User receives notifications for significant changes in their EcoScore after implementing new sustainability initiatives.
Given the user has set a threshold for EcoScore improvement notifications, when their EcoScore changes by more than the set threshold, then the user should receive an immediate alert via their preferred notification method.
User customizes alert settings for competitor EcoScore changes based on industry standards.
Given the user is on the alert settings page, when they adjust the threshold for competitor EcoScore notifications, then the system should save these preferences and reflect them in future alerts.
User views alert history to track changes in their EcoScore and competitor EcoScores over time.
Given the user accesses the alert history dashboard, when they view the alerts list, then they should see a chronological list of all received notifications with timestamps and relevant details.
User wants to disable certain alerts without affecting other notification preferences.
Given the user accesses their notification preferences, when they select a specific alert type to disable, then the system should update the preferences accordingly without impacting other active alerts.
User receives a summary report of their EcoScore changes and competitor benchmarks via email.
Given the user has opted in for weekly summary reports, when the week ends, then the system should generate and send an email containing a summary of their EcoScore changes and competitive benchmarking results.
User tests the system response time for real-time alerts after a significant performance change occurs.
Given the user has made changes that should trigger an alert, when the system processes this change, then the alert should be generated and sent within 5 minutes.
User successfully receives notifications on both desktop and mobile devices for EcoScore changes.
Given the user has logged into both their desktop and mobile app, when the EcoScore notification is triggered, then the user should receive the alert on both devices within the same time frame.
Sustainability Initiative Recommendations
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User Story
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As a corporate sustainability officer, I want to receive tailored recommendations for sustainability initiatives based on competitor performance, so that I can implement effective strategies to enhance our EcoScore and achieve our sustainability goals.
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Description
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Sustainability Initiative Recommendations involve an intelligent suggestion system that analyzes competitor performance and sustainability trends to recommend specific actions users can take to improve their EcoScore. This feature will utilize machine learning algorithms to parse data from various sources, including competitor data, industry best practices, and regulatory requirements. By providing tailored recommendations, users can directly link suggested initiatives to measurable improvements in their sustainability performance, thus driving more effective outcomes in their eco-friendly endeavors.
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Acceptance Criteria
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Sustainability Initiative Recommendations for Energy Efficiency Improvements
Given a user has accessed the Competitor Benchmarking feature, When they input their current EcoScore and specify their sustainability focus area, Then the system should provide at least three tailored recommendations for energy efficiency improvements that include potential EcoScore increases and estimated implementation costs.
Performance of Recommendations Based on Competitor Analysis
Given a user has received recommendations from the Sustainability Initiative Recommendations feature, When they implement the suggested initiatives, Then within three months, the user should see at least a 5% improvement in their EcoScore, compared to their baseline score recorded prior to implementing the changes.
User Feedback Mechanism for Recommendations
Given a user has engaged with the Sustainability Initiative Recommendations, When they provide feedback on the relevance of the recommendations through a feedback form, Then at least 80% of users should report that the recommendations are relevant and actionable based on their current sustainability efforts.
Integration of Industry Trends in Recommendations
Given the Sustainability Initiative Recommendations feature is operational, When sustainability trends are updated quarterly, Then the recommendations generated should incorporate at least three current industry best practices relevant to the user’s sector.
Regulatory Compliance in Recommendations
Given a user is seeking recommendations for sustainability initiatives, When the system proposes initiatives, Then all proposed initiatives should align with the latest regulatory requirements related to sustainability in the user's industry and region.
Impact Assessment of Recommendations
Given a user has followed the provided sustainability recommendations, When the recommendations are assessed after a six-month period, Then a comprehensive report should be generated detailing the effectiveness of each recommendation in terms of EcoScore enhancement and resource savings, with at least an 80% accuracy rate.
Usability Testing of the Recommendation Interface
Given the Sustainability Initiative Recommendations interface is live, When a selected group of users completes a usability test, Then the interface should achieve a satisfaction score of at least 75% based on ease of understanding and navigation of the recommendations.
Detailed Reporting Module
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User Story
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As a compliance officer, I want to create detailed sustainability reports that include our EcoScore compared to competitors, so that I can demonstrate our environmental performance and comply with regulatory standards.
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Description
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The Detailed Reporting Module will offer users the capability to generate comprehensive reports that not only detail their EcoScore and benchmarking data against competitors but also visualize historical performance trends. This module will support customizable reporting features, allowing users to focus on specific aspects of their sustainability measures, such as energy consumption, waste management, or emissions reductions. By creating visual insights and structured reports, this feature enhances transparency and aids users in communicating sustainability efforts to stakeholders, aligning with compliance and strategic objectives.
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Acceptance Criteria
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User generates a comprehensive report to present to stakeholders on the organization's sustainability performance during a quarterly review meeting.
Given the user selects the 'Detailed Reporting Module', When they choose the report parameters including EcoScore, benchmarking data, and date range, Then the system should generate a report that includes the selected data visualizations and historical performance trends.
A compliance officer needs to validate the company's sustainability efforts using a detailed report for regulatory requirements.
Given the user accesses the 'Detailed Reporting Module', When the compliance officer selects compliance-related metrics such as emissions and waste management, Then the generated report must meet regulatory standards and display necessary compliance indicators.
A marketing manager wants to compare the organization's performance against industry peers to strategize future sustainability initiatives.
Given the user is in the 'Competitor Benchmarking' section, When they generate a report that includes their EcoScore alongside competitor data, Then the system should display comparative metrics clearly indicating the organization's standing in relation to competitors.
An internal team wants to track the organization's sustainability improvements over the last year using visual data representations.
Given the user navigates to the 'Detailed Reporting Module', When they select historical performance data for the last year, Then the report must include graphical representations of sustainability metrics and demonstrate trends over the specified period.
A user needs a customizable report to present specific sustainability initiatives for the upcoming board meeting.
Given the user initiates the report generation process, When they select specific metrics and customization options, Then the report must reflect only the chosen sustainability measures with appropriate data visualizations and insights.
A project manager wants to show the effectiveness of sustainability initiatives to receive project funding.
Given the project manager uses the 'Detailed Reporting Module', When they include metrics related to energy consumption and cost savings, Then the generated report must highlight these figures clearly and demonstrate tangible benefits linked to sustainability efforts.
Peer Comparison Insights
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User Story
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As an environmental analyst, I want to analyze how our sustainability practices stack up against our peers, so that I can identify best practices and areas needing improvement.
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Description
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The Peer Comparison Insights will provide in-depth analysis of where users stand in relation to industry leaders and their direct competitors. This feature will present insights on factors like energy efficiency, waste management practices, and innovative sustainability practices adopted by peers. By delivering this comparative analysis, users can isolate key factors that contribute to higher EcoScores and understand industry norms, thereby encouraging the adoption of best practices for improved sustainability outcomes.
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Acceptance Criteria
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User accesses Peer Comparison Insights to view their EcoScore in relation to competitors and industry leaders.
Given a user navigates to the Peer Comparison Insights section, when they input their EcoScore and select relevant competitors, then the system displays a comparison graph showing EcoScores of selected peers with clear indicators of where the user stands in relation to them.
User reviews detailed insights into competitor energy efficiency practices through the Peer Comparison Insights feature.
Given the user is viewing the Peer Comparison Insights, when they select the 'Energy Efficiency' tab, then the system presents a summary of competitors' energy consumption methods and practices with supporting data visualizations and metrics.
User identifies key factors affecting EcoScore improvements based on comparative analysis of peer practices.
Given the user is on the Peer Comparison Insights page, when they click on a competitor's profile, then the system provides actionable insights into sustainability practices that contribute to higher EcoScores with examples and benchmarks for improvement.
User utilizes the Peer Comparison Insights feature to establish sustainability goals based on industry benchmarks.
Given the user has reviewed the Peer Comparison Insights, when they attempt to set new sustainability goals within the application, then the goals should be automatically suggested based on industry norms and competitors' performance metrics outlined in the insights.
User exports Peer Comparison Insights data for further analysis or reporting.
Given the user is on the Peer Comparison Insights page, when they select the 'Export' option, then the system generates a downloadable report in CSV format that includes all comparative data and insights retrieved from the application.
User shares their Peer Comparison Insights metrics with stakeholders via the application.
Given the user is viewing the Peer Comparison Insights, when they click on the 'Share' button, then the system sends an email to the specified stakeholders with a summary of key insights and a link to view detailed metrics within the platform.
Goal-Setting Framework
The Goal-Setting Framework enables users to establish specific, measurable sustainability goals based on their current EcoScore. This feature provides a structured approach for users to set realistic targets and track progress, fostering accountability and encouraging continuous improvement in sustainability performance.
Requirements
Sustainability Goal Creation
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User Story
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As a sustainability manager, I want to create specific sustainability goals based on my current EcoScore, so that I can effectively track our progress and make informed decisions to improve our environmental impact.
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Description
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The Sustainability Goal Creation requirement enables users to easily define specific and measurable sustainability goals tailored to their EcoScore data. This capability integrates seamlessly with the existing analytics dashboard, allowing users to customize target metrics based on current performance levels and operational needs. By providing frameworks like SMART (Specific, Measurable, Achievable, Relevant, Time-bound), the feature aids users in developing realistic and attainable goals. The outcome of this requirement is to foster a proactive approach to sustainability, encouraging businesses to set challenges in line with their environmental objectives, thus resulting in efficient tracking and reporting of their performance.
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Acceptance Criteria
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User creates a new sustainability goal based on their current EcoScore and performance metrics.
Given the user has access to their EcoScore data, when they select the 'Create New Goal' option and input a SMART goal, then the goal should be saved to their profile and displayed in their goals list with accurate metrics reflecting their inputs.
User edits an existing sustainability goal to adjust target metrics after reviewing performance data.
Given the user wants to edit a sustainability goal, when they select the existing goal, modify the target metrics, and save the changes, then the system should update the goal with the new metrics and reflect these in their progress tracking system.
User tracks the progress of their sustainability goals over time in the analytics dashboard.
Given the user has set sustainability goals, when they navigate to the analytics dashboard, then they should see a visual representation of their progress towards each goal, including metrics such as percentage completion and time remaining.
User sets a new sustainability goal without inputting all required SMART attributes.
Given the user tries to create a goal without fulfilling all SMART requirements, when they attempt to save the goal, then the system should display an error message indicating which attributes are missing until the user provides complete information.
User sets a sustainability goal with a time-bound target.
Given a user has established a goal with a specified end date, when they check the goal's details, then the goal should include the defined time frame and remind the user if the deadline is approaching.
User receives reminders for upcoming deadlines on their sustainability goals.
Given the user has created multiple sustainability goals with deadlines, when the deadline for a goal approaches, then the user should receive a notification or email reminder detailing the goal and its due date.
User deletes a sustainability goal that they no longer wish to track.
Given the user decides to delete a sustainability goal, when they select the 'Delete' option, confirm the action, and the goal is removed from their profile, then the system should reflect this change and update any relevant metrics accordingly.
Progress Tracking Mechanism
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User Story
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As an operations director, I want to view my sustainability progress in real-time, so that I can identify areas for improvement and celebrate milestones with my team.
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Description
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The Progress Tracking Mechanism requirement provides a visual and analytical representation of the user’s sustainability goals relative to their established targets over time. This feature allows users to view trends in their environmental performance through intuitive dashboards and progress graphs that visualize data points such as energy consumption, waste reduction, and emissions levels. The functionality includes alerts and notifications for milestones achieved, supporting user engagement and motivation. Its integration into the existing EcoTrackly framework ensures that businesses are informed and accountable regarding their sustainability objectives.
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Acceptance Criteria
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User accesses the Progress Tracking Mechanism on their EcoTrackly dashboard to view their sustainability goal metrics.
Given a user is logged into EcoTrackly, when they navigate to the Progress Tracking Mechanism, then they should see a graphical representation of their energy consumption, waste reduction, and emissions levels compared to their established targets.
User sets a new sustainability goal through the Goal-Setting Framework and wants to see it reflected in the Progress Tracking Mechanism.
Given a user sets a new sustainability goal in the Goal-Setting Framework, when they access the Progress Tracking Mechanism, then the new goal should be displayed along with the relevant performance data and the target indicators.
User receives alerts when they achieve a milestone in their sustainability goals.
Given a user has set milestones in their sustainability goals, when a milestone is achieved, then the user should receive a notification alerting them of the achievement via the EcoTrackly platform.
User wants to compare their current sustainability performance over different time periods.
Given a user is in the Progress Tracking Mechanism, when they select different historical periods for comparison, then they should see a chart that accurately reflects their sustainability performance across those periods in an intuitive format.
User seeks to understand what specific improvements are needed to meet their sustainability targets.
Given the user is viewing the Progress Tracking Mechanism, when they look at their performance data, then they should see actionable insights or recommendations based on their current performance against their targets.
User wants to share their sustainability progress with stakeholders.
Given a user accesses the Progress Tracking Mechanism, when they request to generate a report, then the report should include all relevant metrics, visualizations, and insights formatted appropriately for stakeholders.
Goal Adjustment Capability
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User Story
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As a team leader, I want to adjust our sustainability targets periodically based on new data and evolving corporate strategies, so that we can remain aligned with our overall business objectives and sustainability commitments.
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Description
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The Goal Adjustment Capability requirement allows users to modify their established sustainability goals as needed, based on changing business circumstances or updated EcoScore metrics. This feature ensures flexibility and adaptability in goal-setting, enabling users to reassess their sustainability strategies periodically. The implementation will include functionalities to provide suggestions for realistic adjustments based on historical data and predictive analytics. This capability not only enhances user satisfaction but also encourages ongoing engagement by allowing businesses to remain responsive to external factors impacting their sustainability efforts.
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Acceptance Criteria
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User modifies their sustainability goal after a quarterly review of their EcoScore performance, using the goal adjustment feature within EcoTrackly to ensure targets remain relevant and achievable.
Given the user accesses the Goal-Setting Framework, When the user selects their existing sustainability goal, Then the user should be able to enter a new target and save the adjustment successfully without errors.
A user explores suggested adjustments to their sustainability goal based on historical data and predictive analytics provided within EcoTrackly's Goal Adjustment Capability.
Given the user is viewing their current sustainability goal, When the user clicks on the 'Suggest Adjustments' option, Then the user should see recommended changes based on their EcoScore trends and past performance metrics.
A user updates their sustainability goal mid-year in response to emerging regulatory requirements, adjusting their targets to align with the latest compliance standards.
Given the current regulatory requirements have changed, When the user accesses their sustainability goal settings, Then the system should provide a prompt indicating the need for goal reassessment based on updated regulations.
Following a significant reduction in energy consumption, a user wants to adjust their sustainability goals to reflect their improved performance and set more ambitious targets.
Given the user has achieved a notable improvement in their EcoScore, When the user submits a request to adjust their goal, Then the new goal must reflect a more ambitious target and provide confirmation of the change.
A user wants to revert back to their previous sustainability goal after realizing their new targets are unachievable due to unforeseen circumstances.
Given the user wishes to revert their goal, When the user accesses the history of past goals, Then the user should be able to select the previous goal and restore it successfully.
An administrator reviews goal adjustments made by users to ensure they adhere to company-wide sustainability standards and frameworks.
Given an administrator accesses the goal adjustment logs, When they view adjustments made by users, Then the administrator should see all changes documented with timestamps and associated reasons for adjustments.
Goal Sharing Functionality
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User Story
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As an environmental officer, I want to share our sustainability goals with the staff and management, so that everyone is aligned and motivated to contribute towards achieving these targets.
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Description
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The Goal Sharing Functionality requirement enables users to share their sustainability goals and progress with stakeholders, which may include team members, executives, or external partners. This feature promotes transparency and collaborative efforts in sustainability initiatives. With customizable sharing options, users can choose the level of detail to share and the audience for each report. This functionality fosters accountability and encourages collective commitment to sustainability goals throughout the organization and beyond.
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Acceptance Criteria
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Stakeholder Goal Review Meeting
Given a user has set sustainability goals, when they share their goals with selected stakeholders, then the stakeholders should receive an email notification detailing the shared goals and progress metrics.
Custom Sharing Options Configuration
Given a user configures sharing options for their sustainability goals, when they select the audience and level of detail to share, then the user should be able to successfully save these preferences without error.
Goal Visibility for Team Members
Given a user has multiple team members, when they share specific sustainability goals, then all selected team members should have access to view those goals and their current progress in real-time.
Reporting on Shared Goals
Given a user has shared their sustainability goals with stakeholders, when the stakeholders access the shared report, then they should be able to view the goals, progress metrics, and any comments or feedback from the user.
Audit Trail of Shared Goals
Given a user has shared sustainability goals, when an administrator accesses the audit trail, then they should see a log of all sharing activities including dates, recipients, and details about goals shared.
Integration with External Collaboration Tools
Given a user wants to share their goals through external platforms, when they select integration options, then they should successfully share their sustainability goals via tools such as Slack or Microsoft Teams with no errors.
Report Generator
The Report Generator creates comprehensive sustainability reports based on the EcoScore and underlying metrics. Users can easily export these reports to communicate their sustainability performance to stakeholders, enhancing transparency and demonstrating commitment to environmental responsibility.
Requirements
Dynamic Report Customization
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User Story
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As a sustainability manager, I want to customize my sustainability reports so that I can present the most relevant data to stakeholders in a clear and impactful way.
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Description
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The Dynamic Report Customization requirement allows users to personalize their sustainability reports by selecting specific metrics, time periods, and data visualizations. This functionality enables users to create tailored reports that meet the needs of various stakeholders, improving the relevance and clarity of the information presented. By empowering users to highlight the most critical aspects of their sustainability performance, this requirement enhances the utility of the report generator, leading to better stakeholder engagement and more informed decision-making. Furthermore, this feature should seamlessly integrate into the existing report generation workflow, ensuring a smooth user experience and consistent performance across different reporting scenarios.
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Acceptance Criteria
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User selects specific sustainability metrics from the dashboard to include in the report before generating it.
Given the user is on the Report Generator page, when they select specific metrics and confirm their choices, then the generated report should only include the selected metrics in the final output.
User specifies a custom time period for metrics to be included in the report.
Given the user has access to the time selection tool, when they select a custom date range for their report, then the report generated should reflect data only for that specified date range.
User chooses different data visualizations for each section of their report.
Given the user is customizing their report, when they select a different visualization type for a specific metric, then the generated report should display that metric using the selected visualization format.
User exports the customized report to share with stakeholders.
Given the user has completed customizing their report, when they click the export button, then the report should be successfully downloaded in the chosen format (PDF, CSV, etc.) with all customizations intact.
User integrates the dynamic report customization process within an existing report generation workflow.
Given the user is following the existing report generation steps, when they reach the customization step, then the interface for customization should seamlessly appear without disrupting the workflow.
User saves a customized report layout for future use.
Given the user has customized their report layout, when they choose to save their configuration, then the layout should be stored and retrievable for the next report generation session.
User previews the report before final generation to ensure accuracy and presentation.
Given the user has input all necessary customization, when they click the preview button, then a pre-generated version of the report should display all selected metrics and visualizations for review.
Automated Compliance Checks
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User Story
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As a compliance officer, I want to have automated checks in my sustainability reports so that I can ensure all data adheres to regulations and avoid penalties.
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Description
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The Automated Compliance Checks requirement focuses on integrating verification mechanisms within the report generator to ensure that all reports adhere to relevant environmental regulations and standards. This feature will automatically compare report contents with regulatory requirements, flagging any discrepancies and suggesting necessary adjustments. This will not only streamline the reporting process but also reduce the risk of compliance-related penalties, making it easier for businesses to maintain transparency and accountability in their sustainability efforts. By incorporating automated compliance checks, EcoTrackly supports users in demonstrating their commitment to legal and ethical environmental practices.
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Acceptance Criteria
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Automated compliance checks are initiated when a user selects the option to generate a sustainability report for their recent energy consumption data.
Given the user has selected the report generation option, when they initiate the report, then the system should automatically perform compliance checks against predefined regulations and standards pertinent to their industry.
The user receives a compliance report summary immediately after generating their sustainability report, highlighting any discrepancies found.
Given the compliance checks have been executed, when the report is generated, then the system should display a summary of compliance findings that include both discrepancies and suggestions for resolution.
A user reviews their sustainability report and needs to understand any flagged compliance issues before finalizing the report for stakeholder review.
Given that the report has been generated with compliance checks performed, when the user opens the compliance section of the report, then they should see a detailed list of any flagged issues and their respective explanations.
The user must update the report after correcting discrepancies identified during the automated compliance checks to ensure it complies with regulations.
Given discrepancies have been flagged, when the user makes adjustments to the report based on the suggestions, then re-initiating compliance checks should confirm that all issues are resolved, allowing the report to be marked as compliant.
A user wants to verify the report's compliance against different regulations.
Given the report is generated, when the user selects alternative regulatory standards to compare against, then the system should automatically run compliance checks for the selected standards and display the results.
The report generator should provide a log of all compliance check actions for auditing purposes.
Given compliance checks have been performed, when the user requests a compliance log, then the system should output a comprehensive log detailing all actions taken, including any discrepancies encountered and resolutions suggested.
After the automated compliance checks, the user receives an alert if the report is non-compliant with any regulatory requirements.
Given the report has been processed, when compliance checks are complete, then the system should notify the user immediately if there are any compliance failures, along with steps to rectify them.
Collaboration Tools for Report Editing
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User Story
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As a project team member, I want to collaborate with my colleagues on sustainability reports so that we can leverage different perspectives and expertise to improve report quality.
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Description
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The Collaboration Tools for Report Editing requirement introduces features that allow multiple users to work on reports simultaneously, facilitating real-time collaboration and feedback. This includes functionality such as comments, version history, and user roles, enabling teams to assess and refine reports efficiently. By fostering collaboration within EcoTrackly, users can leverage diverse expertise and insights from various team members, resulting in more comprehensive and accurate sustainability reports. This feature is crucial for organizations with interdisciplinary teams dedicated to sustainability and enhances collective ownership of sustainability reporting.
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Acceptance Criteria
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Simultaneous Users Collaborating on a Report
Given a report is open in EcoTrackly, When two or more users access the report simultaneously, Then all users can see real-time updates and changes made by others without delays.
Commenting and Feedback
Given a user is editing a report, When they add comments to specific sections, Then all team members can view, respond to, and resolve those comments in real-time.
Version History Tracking
Given a user makes changes to the report, When they save the report, Then a new version is created, and all previous versions are accessible with a timestamp and changes made.
User Role Management
Given an admin user is managing report access, When they assign roles (e.g., viewer, editor, admin) to team members, Then those roles are enforced within the report editing environment.
Report Export with Collaboration Insights
Given a finalized report, When a user exports the report, Then the export includes a summary of all comments, user contributions, and version changelog in a separate section.
Notifications for Report Changes
Given a team member has been assigned a role on a report, When any changes are made by collaborators, Then they receive real-time notifications about the updates via email or in-app alerts.
Conflict Resolution for Concurrent Edits
Given multiple users are editing the same section of a report, When a conflict arises (two users trying to edit simultaneously), Then the system prompts a conflict resolution mechanism where users can choose to merge changes or revert.
Interactive Data Visualizations
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User Story
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As a stakeholder, I want to interact with the data in sustainability reports so that I can better understand the metrics and implications for our business.
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Description
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The Interactive Data Visualizations requirement enhances the report generator by incorporating interactive charts and graphs that allow users to explore sustainability metrics dynamically. By enabling users to hover over data points for additional details or filter data in real time through interactive elements, this functionality makes reports more engaging and informative. This feature not only improves user comprehension but also allows stakeholders to derive insights more effectively from the sustainability data presented. Integrating these visualizations within reports will require careful consideration of UI/UX design to ensure they are intuitive and accessible to all users.
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Acceptance Criteria
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User interacts with the report generator to create a sustainability report for stakeholders, utilizing the interactive data visualizations to analyze energy consumption metrics over the last year.
Given the user has selected the energy consumption data for the past year, When they hover over data points in the interactive chart, Then additional details such as percentage change and total consumption are displayed clearly without delay.
The report is generated containing multiple visualizations based on different sustainability metrics, and the user wants to filter the data to show only emissions-related metrics.
Given the user has access to the report with interactive charts, When they apply a filter to display only emissions metrics, Then the report updates in real-time to reflect the filtered data without needing to regenerate the entire report.
In a team meeting, a user presents their sustainability report using the interactive visualizations to highlight key insights for their stakeholders.
Given the report is being presented, When the user clicks on specific data points in the interactive visualizations, Then key insights and trends are highlighted in the report and are easily interpretable for the audience.
A user is reviewing a completed sustainability report on their mobile device and needs to access the interactive visualizations.
Given the user is viewing the report on a mobile device, When they scroll through the report, Then the interactive visualizations remain fully functional and responsive, allowing for data exploration without losing context.
A user needs to export the sustainability report including interactive elements for distribution to external stakeholders.
Given the user selects the export option, When the report is exported, Then the exported document retains the integrity of the interactive elements and allows stakeholders to view data in an engaging manner.
A user is onboarding new team members and demonstrates how to use the interactive visualizations within the report generator.
Given the user is demonstrating the report generator, When they show how to interact with the visualizations, Then new users should express confidence in using the features with minimal guidance, as indicated by their ability to replicate the actions shown.
Automated Report Scheduling
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User Story
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As a sustainability director, I want to automate the scheduling of my sustainability reports so that I can ensure timely updates without manual effort each time.
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Description
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The Automated Report Scheduling requirement allows users to schedule the generation and distribution of sustainability reports at regular intervals (e.g., weekly, monthly, quarterly). This feature ensures that stakeholders receive timely updates without manual intervention, enhancing transparency and keeping everyone informed about the organization’s environmental performance. Users should be able to set triggers and choose distribution lists, allowing for customized communication that aligns with the organization’s reporting needs. This automation will save time and resources while ensuring consistent communication with stakeholders regarding sustainability progress.
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Acceptance Criteria
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User schedules a monthly sustainability report to be generated and sent to the sustainability team every first Monday of the month.
Given the user is logged into EcoTrackly, when they select the report parameters and set the schedule to 'monthly', then the system should generate the report automatically on the specified day and time and send it to the designated email list.
User cancels a previously scheduled report and verifies the cancellation through the interface.
Given the user has an active scheduled report, when they choose to cancel the report, then the system should remove the report from the schedule and confirm the cancellation to the user via a notification.
User wants to set up a quarterly report that includes specific metrics such as energy consumption and waste production.
Given the user selects 'quarterly' as the report frequency and specifies metrics, when they save the settings, then the report should be scheduled to include only the selected metrics for the relevant time period.
A user wants to distribute the generated report to multiple stakeholders based on a pre-defined distribution list.
Given the user selects a report for distribution, when they choose the option to send it to a pre-defined distribution list, then the report should be sent via email to all contacts in that list without any errors.
User verifies if reports are successfully generated and sent on the scheduled dates without errors in the logs.
Given the scheduled report has passed its designated schedule time, when the user checks the report logs, then the logs should indicate that the report was generated and sent successfully with no errors.
User wishes to modify the schedule of an existing report to change its frequency from monthly to weekly.
Given the user accesses the report schedule settings, when they change the frequency from 'monthly' to 'weekly' and save the changes, then the system should update the schedule accordingly and notify the user of the change.
Interactive Simulation Feature
The Interactive Simulation Feature allows users to project potential EcoScore changes based on proposed initiatives or adjustments in practices. By simulating different scenarios, organizations can visualize the impact of their sustainability efforts before implementation, guiding informed decision-making.
Requirements
Scenario Configuration
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User Story
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As an eco-manager, I want to be able to configure different sustainability scenarios so that I can accurately assess the potential impacts on our EcoScore and choose the best initiatives to implement.
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Description
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The Scenario Configuration requirement enables users to set up and customize various sustainability initiatives within the Interactive Simulation Feature. Users can define parameters such as energy savings, waste reduction percentages, and carbon offset values, creating a tailored simulation environment that closely reflects their specific organizational practices and goals. This capability enhances user engagement and ensures accurate visualization of potential EcoScore changes, providing a realistic foundation for decision-making. The focus on customization not only boosts user satisfaction but also allows organizations to explore a wide range of scenarios to identify the most impactful initiatives before actual implementation, driving informed strategic planning and effective resource allocation. Additionally, this feature will integrate seamlessly with existing EcoTrackly modules, promoting a cohesive user experience throughout the platform.
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Acceptance Criteria
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User configures a scenario to simulate energy savings as part of their sustainability initiative.
Given a user with access to the Interactive Simulation Feature, when they navigate to Scenario Configuration and input energy savings parameters, then the system should save the configuration successfully and display a confirmation message.
User adjusts waste reduction parameters and views the projected EcoScore changes.
Given a scenario has been configured with waste reduction parameters, when the user modifies any waste reduction percentage and submits the changes, then the system should recalculate the projected EcoScore and update the visual representation immediately.
User sets up a scenario with predefined carbon offset values and integrates it with other EcoTrackly modules.
Given a user creates a new scenario with carbon offset values and chooses to integrate it into their existing EcoTrackly dashboard, when they complete the setup, then the integration should be successful, and the user's dashboard should reflect the updated metrics accurately.
User saves a customized scenario for future reference and uses it again.
Given a user has created a customized scenario, when they select the option to save it, then the scenario should be stored in the user’s account and retrievable upon subsequent logins with all the parameters intact.
User explores multiple scenarios to determine the most effective sustainability initiatives.
Given multiple scenarios have been configured by the user, when they access the comparison feature, then the system should display a side-by-side analysis of EcoScore changes for each scenario, allowing the user to identify optimal initiatives easily.
User seeks clarity on the parameters used in a configured scenario.
Given a configured scenario, when a user clicks on a help icon or information tooltip, then the system should provide a detailed explanation of each parameter used in the scenario configuration.
User attempts to delete an existing scenario they no longer need.
Given a user has an existing scenario listed in their account, when they select the option to delete it and confirm the action, then the system should remove the scenario and update the scenario list accordingly without errors.
Real-Time Simulation Analytics
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User Story
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As a sustainability analyst, I want real-time analytics during simulations so that I can make immediate adjustments and see how they affect our EcoScore in real-time, ensuring we optimize our initiatives effectively.
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Description
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This requirement lays the groundwork for providing real-time analytics during scenario simulations, allowing users to view the EcoScore progression and changes as they adjust input variables. The real-time feedback loop will empower users to make instant adjustments and gain immediate insights into the potential effectiveness of their sustainability initiatives. This feature will enhance user experience by making the simulation interactive and responsive, leading to data-driven decision-making processes. Furthermore, integrating this capability with visual dashboards will allow users to better visualize potential results and further align their strategies with sustainability objectives. The implementation of real-time analytics is crucial for organizations aiming for rapid, informed responses to optimization opportunities while fostering continuous improvement in environmental performance.
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Acceptance Criteria
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User initiates an interactive simulation by selecting various sustainability initiatives from the EcoTrackly platform and inputs relevant variables such as energy sources, waste management practices, and emissions control measures.
Given a user selects sustainability initiatives and inputs variables, when the simulation is initiated, then real-time analytics should display the EcoScore progression immediately for each adjustment made, with updates occurring within 5 seconds of input changes.
A user modifies input parameters during an EcoScore simulation to simulate real-time impact on their sustainability efforts, aiming to visualize the effects immediately.
Given the user adjusts input parameters during a simulation, when the simulation is running, then the EcoScore should update in real-time to reflect the changes, allowing the user to see the immediate impact of their adjustments within a defined visual dashboard.
After running multiple scenarios, a user wants to review the historical data of EcoScore changes based on past simulations and compare them.
Given the user has run various simulations, when the user navigates to the historical data section, then the system should provide a robust report of EcoScore changes reflecting all past simulation inputs and outcomes, including timestamps for each simulation conducted.
During a training session, a user is demonstrating the interactive simulation feature to new employees and needs to showcase how immediate feedback influences decision-making.
Given the user is conducting the training session, when demonstrating the simulation feature, then the real-time feedback on EcoScore should be visible without delays, effectively showcasing the initiative changes' impacts live to the training attendees.
A user evaluates potential sustainability initiatives before implementation by running several scenarios through the simulation feature.
Given the user runs multiple scenario simulations, when the simulations conclude, then the system should provide a comprehensive summary report highlighting predicted EcoScore changes and potential impacts, ready for presenting to management.
An administrator needs to ensure that all users have access to the interactive simulation feature and can utilize the real-time analytics correctly.
Given an administrator reviews user accounts, when checking permissions for the interactive simulation feature, then all relevant users should have access rights enabled to utilize real-time analytics without restrictions.
A user wants to know if the simulation's real-time analytics provide accurate predictions aligned with actual historical data for validation purposes.
Given the user compares real-time simulation predictions to actual historical EcoScore data, when conducting this comparison, then the prediction accuracy should be above 90% when evaluated over a sample set of 10 past initiatives.
Interactive Data Visualization Tools
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User Story
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As a business leader, I want interactive visualization tools that clearly depict the impacts of our sustainability initiatives so that I can communicate outcomes to stakeholders effectively.
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Description
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The Interactive Data Visualization Tools requirement encompasses a suite of graphical tools designed to enhance the user experience when analyzing simulated results. These tools will include interactive charts, graphs, and mapping features that allow users to visualize the impact of different scenarios clearly and intuitively. By transforming complex data sets into understandable visual formats, organizations can more easily interpret simulation outcomes and identify trends over time. This implementation will not only improve decision-making capabilities but also enhance user engagement with the EcoTrackly platform. The integration of enhanced visualization tools will facilitate better stakeholder presentations and reports, supporting transparent sustainability communications both internally and externally.
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Acceptance Criteria
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User views simulation results using the interactive data visualization tools after conducting a scenario analysis.
Given that a user has performed a scenario simulation, When they navigate to the interactive data visualization section, Then they should see multiple graphical representations (charts, graphs, maps) of the simulation results that allow for detailed analysis and comparison of variables.
User interacts with charts and graphs to analyze potential EcoScore changes for decision-making.
Given that the interactive charts and graphs are displayed, When the user clicks on a specific data point or region on the chart, Then they should receive detailed tooltips with additional data and the option to drill down for more granular insights.
User exports their visualization results for stakeholder presentations or reports.
Given that the user is satisfied with their visualizations, When they select the export option, Then the system should provide multiple formats (e.g., PDF, PNG, CSV) for exporting the visualizations, confirming the export's success upon completion.
User compares multiple simulation scenarios side-by-side using the interactive visualization tools.
Given that the user has selected multiple simulations, When they activate the comparison feature, Then they should see a split-view diagram that enables side-by-side analysis of key metrics and changes in EcoScore across scenarios.
User views and interacts with live updates in the data visualizations as new data becomes available.
Given that live data is flowing into the EcoTrackly platform, When new data points are received and processed, Then the interactive visualizations should automatically refresh to reflect the latest information without requiring a page reload.
User seeks assistance through help documentation related to the interactive data visualization tools.
Given that the user is in the data visualization section, When they click on the help icon or link, Then they should be directed to relevant support documentation that explains how to use the interactive tools effectively.
User customizes the layout and types of visualizations displayed based on their preferences.
Given that the user is in the visualization settings, When they select different options for layout and visualization types (e.g., bar chart vs. line graph), Then the display should update in real-time to show their selected preferences.
Scenario Comparison Feature
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User Story
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As a project manager, I want to compare results from different sustainability scenarios side-by-side so that I can decide which initiatives are the most beneficial for implementation.
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Description
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The Scenario Comparison Feature allows users to juxtapose the outcomes of multiple sustainability initiatives side-by-side within the Interactive Simulation environment. This requirement is crucial for decision-makers looking to evaluate the effectiveness of various strategies at a glance. By consolidating results into a comparison matrix, users can efficiently analyze the relative advantages and potential drawbacks of each approach. This feature enhances strategic planning and enables more sophisticated analysis of environmental performance metrics. Integration with existing EcoTrackly reporting tools is essential to ensure consistent data interpretation and to promote informed long-term sustainability strategies across the organization.
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Acceptance Criteria
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User conducts a simulation comparing multiple sustainability initiatives to assess their impact on EcoScore in the Interactive Simulation environment.
Given the user selects at least two different initiatives to compare, When the user runs the comparison simulation, Then the system displays a comparison matrix showing EcoScore changes for each initiative side-by-side.
User views the detailed outcomes for each sustainability initiative in the comparison matrix.
Given the user is on the comparison results page, When the user hovers over any data point in the matrix, Then a tooltip appears with detailed information about that initiative's metrics and predicted EcoScore.
User modifies the parameters of one or more sustainable initiatives during the comparison simulation.
Given the user adjusts parameters for any selected initiative, When they start the simulation again, Then the comparison matrix updates to reflect changes in EcoScores immediately upon completion.
User generates a report based on the scenario comparison results.
Given the user has completed a comparison simulation, When the user clicks the 'Generate Report' button, Then the system produces a downloadable report summarizing the findings, including visual graphs and data points from the matrix.
User integrates the Scenario Comparison Feature with existing reporting tools.
Given the user has enabled integration settings in their EcoTrackly account, When they run the comparison simulation, Then the results are automatically logged in the organization’s existing reporting dashboard for consistency in data interpretation.
User shares the results of the comparison simulation with stakeholders.
Given the user has completed the scenario comparison, When the user selects the 'Share Results' option, Then stakeholders receive a link to a view-only version of the comparison matrix and related metrics via email.
User evaluates the usability of the Scenario Comparison Feature.
Given the user has accessed the Scenario Comparison Feature, When they navigate through the interface to set up a comparison, Then they are able to complete the setup process with no errors or confusion in under five minutes.
User Feedback Mechanism
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User Story
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As a user of EcoTrackly, I want to give feedback on the simulation feature so that my experiences and suggestions can help improve the product further, ensuring it meets our needs better.
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Description
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The User Feedback Mechanism requirement establishes a system for users to provide insights, suggestions, and ratings on the Interactive Simulation Feature and its outputs. This feature is essential for gathering qualitative data from users, allowing EcoTrackly to continuously improve its functionalities based on user experiences. Implementing a feedback loop will enable organizations to refine their simulation processes and features, ensuring they meet user expectations and evolving needs. Moreover, leveraging this feedback can foster a sense of ownership and engagement among users, ultimately enhancing user satisfaction and platform loyalty. This mechanism will be supported by analytics tools to assess feedback trends over time, helping guide future development priorities intelligently.
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Acceptance Criteria
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User submits feedback after utilizing the Interactive Simulation Feature to assess a new sustainability initiative.
Given a user has completed a simulation, when they navigate to the feedback section, then they should be able to input their insights and rate the feature on a scale from 1 to 5.
User accesses the feedback analytics dashboard to review trends in user feedback regarding the Interactive Simulation Feature.
Given the feedback mechanism has collected user insights, when the analytics dashboard is accessed, then it should display visualizations of feedback trends over time, broken down by rating and comments.
User receives confirmation after submitting feedback regarding the Interactive Simulation Feature.
Given a user submits their feedback and rating, when the submission is successful, then the user should see a confirmation message indicating that their feedback has been recorded.
Admin reviews the accumulated user feedback for potential improvements to the Interactive Simulation Feature.
Given several feedback responses have been recorded, when the admin reviews feedback, then they should be able to export the data for further analysis or generate a report summarizing user insights.
User is prompted to provide feedback after using the Interactive Simulation Feature multiple times.
Given a user has completed three simulations, when they finish the third simulation, then they should receive a prompt to provide feedback on their experience with the feature.
Feedback submitted by users is categorized for better analysis and response insights.
Given users submit feedback, when the feedback is analyzed, then it should be categorized into predefined themes such as 'usability', 'functionality', and 'impact' for actionable insights.
Training and Support Resources
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User Story
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As a new user, I want access to tutorials and support resources for the simulation feature so that I can learn how to use it effectively and maximize its benefits for our organization.
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Description
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The Training and Support Resources requirement involves the development of comprehensive tutorials, user guides, and support material to assist users in utilizing the Interactive Simulation Feature effectively. These resources will be crucial for onboarding new users and enhancing the overall experience of existing users. By providing clear, step-by-step instructions and illustrative examples, EcoTrackly can ensure that users fully exploit the functionality of the simulations, enabling them to derive the maximum benefit from the tool. Ongoing training resources will also contribute to cultivating a knowledgeable user base that can leverage the platform for optimal sustainability outcomes, ensuring a robust understanding of all features and capabilities.
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Acceptance Criteria
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New users accessing the Interactive Simulation Feature for the first time are guided through a tutorial that explains the key functionalities and best practices for using the feature effectively.
Given a new user accesses the Interactive Simulation Feature, when they click on the tutorial link, then they should view a step-by-step guide with easy navigation.
Existing users need quick access to tutorials and support materials related to the Interactive Simulation Feature while using the platform.
Given an existing user is on the Interactive Simulation Feature page, when they click on the help icon, then they should be presented with a dropdown menu containing links to relevant user guides and video tutorials.
Teams conducting a training session for employees on how to use the Interactive Simulation Feature require a comprehensive user guide that includes examples and use cases.
Given a team downloads the user guide, when they open the document, then it should contain at least three detailed examples demonstrating various scenarios for using the Interactive Simulation Feature effectively.
Users implementing new sustainability initiatives want to evaluate potential outcomes using the Interactive Simulation Feature.
Given a user selects a sustainability initiative within the Interactive Simulation Feature, when they run a simulation, then the system should provide immediate feedback with projected EcoScore changes and visualizations.
Users provide feedback on the clarity and usefulness of the training and support resources available for the Interactive Simulation Feature.
Given that users have completed a training session, when they fill out a feedback form, then the average satisfaction rating should be at least 4 out of 5 regarding the clarity and usefulness of the training materials.
Admin users want to ensure that the training and support resources are kept up to date with new features and updates to the Interactive Simulation Feature.
Given a scheduled review of the support materials, when the admin checks for updates, then all resources should be refreshed within three months of any new feature release.
Resource Library
A centralized repository of multimedia resources, including articles, videos, webinars, and industry reports focused on sustainability. The Resource Library empowers users to easily access diverse educational materials, helping them stay updated on the latest trends, research, and best practices in sustainability. This feature ensures teams have the information they need to implement effective eco-strategies.
Requirements
Dynamic Resource Filtering
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User Story
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As a sustainability officer, I want to filter resources by topic and type so that I can quickly find the most relevant information for our green initiatives.
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Description
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The Dynamic Resource Filtering requirement allows users to seamlessly filter resources in the library by criteria such as type (articles, videos, webinars, industry reports), topic (energy, emissions, waste management), and publication date. This feature enhances user experience by ensuring that stakeholders can quickly access the most relevant information for their sustainability initiatives. The implementation will include a user-friendly interface that supports multi-select options and real-time updates, providing instantaneous feedback and results as filters are applied. This functionality not only saves time for users but also improves their ability to stay informed about crucial sustainability topics, leading to more knowledgeable decision-making. Additionally, this feature will integrate analytics to track the most accessed resources, providing insights for future content development.
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Acceptance Criteria
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User filters resources in the Resource Library by selecting multiple types of content, such as articles and videos, to find the most relevant educational materials for their current project.
Given that the user is on the Resource Library page, when they select multiple resource types (e.g., articles and videos) and click on the 'Apply Filters' button, then the displayed resources should update instantaneously to only show the selected types.
A user searches for resources on specific sustainability topics, such as emissions and waste management, to gather information for an upcoming report.
Given that the user is on the Resource Library page, when they enter 'emissions' and 'waste management' as topics in the filter options, then the system should display only resources relevant to the specified topics.
A user wants to access resources published within the last month to ensure that they have the latest information available.
Given that the user is on the Resource Library page, when they select the 'Last Month' filter option for publication date, then only resources published in the last month should be shown in the results.
A registered user evaluates the effectiveness of the resource filtering feature after applying various filters and analyzing the results presented.
Given that the user has applied multiple filters (type, topic, publication date), when they view the filtered results, then they should see a clear indication of which filters are active and the total number of resources available based on those filters.
An administrator reviews analytics data for the resource filtering feature to identify which resources are accessed most frequently by users.
Given that the admin is on the analytics dashboard, when they select the 'Resource Access' report, then the system should display data indicating the most accessed resources and their corresponding usage statistics.
Users expect real-time feedback when applying filters, ensuring a seamless experience in locating needed information.
Given that a user applies one or more filters, when they make a selection, then the results should refresh in real-time without delays or additional page loads, enhancing user experience.
A user clears all applied filters but wants to ensure they can easily return to the full resource library.
Given that the user has multiple filters applied, when they click the 'Clear Filters' button, then all filters should be reset, and the user should see the complete list of resources available in the library.
User-generated Content Submission
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User Story
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As a user, I want to submit my own sustainability resources so that I can share knowledge with others in the EcoTrackly community.
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Description
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The User-generated Content Submission requirement facilitates the ability for users to contribute their own resources to the library, such as articles, case studies, and videos. This feature will enable knowledge sharing within the EcoTrackly community and ensure the resource library stays up-to-date with the latest trends and user experiences in sustainability. The submission process will be straightforward, allowing users to upload their contributions, provide relevant metadata (title, type, description, related topics), and submit for approval. Once approved by moderators, these contributions will be published in the library. This capability not only enriches the library’s content but also fosters community engagement and collaboration among users, aligning with the imperative for collective environmental stewardship.
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Acceptance Criteria
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User submits a new article on sustainable packaging to the Resource Library.
Given a logged-in user, when they select 'Submit Content' and fill out the article submission form with valid metadata and content, then the submission should be successfully sent for approval and a confirmation message displayed.
User uploads a video related to renewable energy to the Resource Library.
Given a logged-in user, when they upload a video file and include required metadata (title, description, type, related topics), then the system should validate the file format and size, and display an error message if invalid.
Moderators review and approve user-submitted content in the Resource Library.
Given a moderator logged into the admin panel, when they view submitted content awaiting approval, then they should be able to approve or reject submissions, and the approved content should appear in the Resource Library.
User tries to submit content without being logged in.
Given a user on the submission page, when they attempt to submit content without logging in, then they should be redirected to the login page with an error message indicating that authentication is required.
User edits a previously submitted article with new information.
Given a logged-in user, when they select their previously submitted article, edit the content and save changes, then the system should update the article and confirm the updates were successfully saved.
User searches for resources in the Resource Library.
Given a user on the Resource Library page, when they input a search query related to sustainable living, then the system should return a list of relevant resources matching the search criteria.
Content published in the Resource Library needs to have a clear attribution to the original authors.
Given any published content in the Resource Library, when a user views the content, then the original author(s) and the submission date should be clearly displayed alongside the content for transparency.
Resource Rating and Feedback System
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User Story
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As a user, I want to rate and review resources in the library so that I can help others identify the most useful materials.
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Description
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The Resource Rating and Feedback System requirement introduces a mechanism for users to rate and review the resources they access within the library. By allowing users to provide feedback, the system can foster a sense of community and ensure resources remain high-quality and relevant. Each resource will have a rating scale (e.g., 1 to 5 stars) and a text comment section for detailed insights. This feedback will be visible to other users and help them make informed decisions when selecting resources, while also providing the EcoTrackly team with valuable insights into resource effectiveness and areas for improvement. The implementation will include moderation features to manage inappropriate content and a dashboard for administrators to analyze feedback trends over time.
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Acceptance Criteria
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User accesses a resource in the Resource Library and submits a rating and feedback after viewing it for the first time.
Given a user has viewed a resource, when they submit a rating using the star system and provide written feedback, then the rating should be recorded successfully and displayed on the resource page.
An administrator reviews feedback submitted by users to ensure compliance with the moderation guidelines.
Given an administrator accesses the feedback moderation dashboard, when they view feedback for any resource, then they should be able to see the list of all submitted ratings and comments, and the options to approve, edit, or delete inappropriate content.
A user wishes to view the average rating of a resource based on the feedback from multiple users.
Given multiple ratings have been submitted for a resource, when a user views the resource details, then the average rating should be displayed alongside the total number of ratings received.
A user attempts to submit a rating without selecting a star value.
Given a user is on the rating submission form, when they click on the submit button without selecting a star rating, then they should receive an error message indicating that a rating must be selected.
Users want to search for resources based on user ratings to find highly-rated content quickly.
Given users access the Resource Library, when they filter resources by rating, then the system should display only those resources that meet or exceed the selected rating threshold.
An updated feedback dashboard allows EcoTrackly’s team to analyze user feedback trends over time.
Given the EcoTrackly team accesses the feedback analysis dashboard, when they select a time frame, then the system should display visual trends of ratings and feedback summaries during that period.
A user submits feedback that contains inappropriate content.
Given a user submits a comment with flagged inappropriate content, when the comment is submitted, then it should be sent to the moderation queue for review before being visible to other users.
Advanced Search Capabilities
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User Story
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As a researcher, I want to conduct advanced searches so that I can find very specific sustainability resources relevant to my project.
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Description
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The Advanced Search Capabilities requirement enhances the library's functionality by enabling users to perform complex searches using keywords and boolean operators. Users will be able to combine terms, filter results further, and search within specific resource categories. This feature will improve the user experience by providing precise results quickly, allowing users to access specific information without sifting through irrelevant content. Implementation will include an intuitive search bar with dropdown suggestions and the option for users to save their searches for future reference. This capability is vital for users looking to conduct in-depth research and efficiently locate targeted sustainability information.
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Acceptance Criteria
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User performs a keyword search for 'waste management' using the Advanced Search Capabilities feature in the Resource Library.
Given the user is on the Resource Library page, when they enter 'waste management' in the search bar and submit, then the system should return a list of resources that include the keyword 'waste management' in the title or description.
User conducts a complex search using boolean operators to find resources about 'energy AND efficiency' in the Resource Library.
Given the user is on the Resource Library page, when they enter 'energy AND efficiency' in the search bar and submit, then the system should display resources that contain both 'energy' and 'efficiency' in their content.
User filters search results by selecting specific categories like 'Webinars' and 'Articles' in the Resource Library.
Given the user has performed a search, when they choose 'Webinars' and 'Articles' from the filter options, then the displayed results should only include resources from those selected categories.
User saves a search query for future reference after performing a search in the Resource Library.
Given the user has executed a search and sees the results, when they click on the 'Save Search' option, then the system should save the search criteria and notify the user that it has been saved successfully.
User utilizes the intuitive dropdown suggestions while typing in the search bar of the Resource Library.
Given the user starts typing in the search bar, when they enter three characters, then the dropdown should display a list of suggested keywords or phrases related to the input.
User performs a search and the system returns results within a specified time frame.
Given the user has entered a search term and submitted the search, then the results should be displayed within 3 seconds to ensure optimal user experience.
User accesses the search history to revisit previous searches in the Resource Library.
Given the user has performed multiple searches, when they select the 'Search History' option, then the system should display a list of their previous searches for easy access.
Integration with External Databases
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User Story
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As a user, I want the Resource Library to connect with external sustainability databases so that I have access to the latest information and trends automatically.
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Description
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The Integration with External Databases requirement aims to connect the Resource Library with external sustainability databases, allowing automatic updates of the content within the library. By integrating APIs from reputable sustainability organizations and platforms, users will have access to the most current and comprehensive information available in the field of sustainability. This feature will ensure that the library grows dynamically and maintains a high standard of quality without constant manual updates. Additionally, the integration will support data visualization features, allowing users to view trends and statistics in sustainability practices sourced from external entities. This will position EcoTrackly as a leading knowledge hub for sustainability resources, promoting informed practices across the board.
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Acceptance Criteria
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User adds a new API integration for an external sustainability database.
Given the administrator has access to the integration settings, when they enter valid API credentials and test the connection, then the system should confirm the successful integration with a message indicating the connection is live.
The Resource Library is automatically updated with the latest articles from the external database.
Given the external database has new content available, when the scheduled sync occurs, then the Resource Library should reflect the new articles added within the last 24 hours and update the home page display accordingly.
Users search for sustainability resources in the Resource Library after an integration update.
Given that the Resource Library has been updated with new resources, when the user searches for 'carbon footprint,' then the results should include the latest articles and multimedia from external databases along with the date of each resource's last update.
A user views data visualizations sourced from an external sustainability database.
Given the user accesses the data visualization section of the Resource Library, when they select the visualization on recent emissions data, then the display should show accurate trends derived from up-to-date external data and allow for user interaction to filter by date range.
The administrator reviews the system logs for the API integration to ensure functionality and compliance.
Given the integration has been active for one week, when the administrator checks the system logs, then they should find records of successful data pulls without errors, indicating reliable ongoing integration.
A user receives notifications about new resources added via the external database integration.
Given the user has opted into notifications, when new resources are added from the external database, then the user should receive an email alert containing the titles and links to the new content within 1 hour of the update.
Resource Sharing Tools
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User Story
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As a business leader, I want to share valuable resources from the library with my colleagues so that we can enhance our sustainability efforts collaboratively.
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Description
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The Resource Sharing Tools requirement will enable users to share resources easily via social media, email, and other platforms directly from the Resource Library. This feature will include built-in sharing buttons that allow users to disseminate valuable information quickly to their networks, promoting broader awareness and usage of the library’s resources. The functionality will also enable users to generate custom links for sharing, track click-through analytics, and suggest actionable pathways for collaboration based on shared resources. This requirement is crucial for harnessing the power of social engagement and expanding the reach of EcoTrackly’s sustainability initiatives across various sectors.
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Acceptance Criteria
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Sharing resources via social media to promote awareness about sustainability initiatives.
Given that a user is logged into the Resource Library, when they click on a social media sharing button, then the resource should be shared on the selected platform with a pre-filled message and correct URL.
Generating custom links for sharing resources with specific tracking codes.
Given that a user selects a resource from the Resource Library, when they click the 'Generate Custom Link' button, then a unique shareable link with tracking parameters should be created and displayed to the user.
Tracking click-through analytics for shared resources to measure engagement.
Given that a resource has been shared via social media or email, when a recipient clicks on the shared link, then the click should be recorded in the analytics dashboard, updating in real-time to show the number of clicks per resource.
Suggesting actionable pathways for collaboration based on shared resources.
Given that a user has shared a resource, when they return to the Resource Library, then they should see suggested collaboration pathways that relate to the resource they shared, promoting further engagement.
Allowing users to share resources via email directly from the Resource Library.
Given that a user selects a resource, when they click on the email sharing button, then an email template should open with the resource title, link, and a customizable message ready to be sent to the specified recipients.
Sustainability Toolkit
A curated collection of practical tools and templates designed to assist users in developing and executing sustainability initiatives. The Sustainability Toolkit includes checklists, action plans, and strategy frameworks that simplify the planning process, enabling teams to translate learning into actionable steps and measurable outcomes.
Requirements
Interactive Checklist
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User Story
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As a sustainability manager, I want to have an interactive checklist for my projects so that I can easily track progress and ensure that all tasks are completed efficiently.
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Description
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The Interactive Checklist requirement focuses on the development of a dynamic, user-friendly checklist that allows users to track and manage their sustainability initiatives. This checklist will be customizable, letting users add, remove, or modify tasks according to their specific sustainability goals. Additionally, the checklist will provide instant feedback on progress, allowing for real-time adjustments and fostering accountability. Integration with data visualization tools within EcoTrackly will enable users to see their progress graphically, reinforcing achievements and encouraging continued engagement with sustainability practices.
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Acceptance Criteria
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User Customization for Sustainability Goals
Given a user accesses the Interactive Checklist, when they choose to customize their checklist, then they should be able to add, remove, or modify tasks seamlessly with real-time updates reflecting their changes.
Progress Tracking and Feedback
Given a user has been actively managing their sustainability initiatives through the Interactive Checklist, when they complete a task, then the system should provide instant feedback on their progress, including visual indicators of completion rates.
Integration with Data Visualization Tools
Given a user utilizes the Interactive Checklist, when they view their progress, then the checklist should display integrated graphical representations of their progress alongside key metrics related to their sustainability goals.
Real-time Adjustments to Checklist
Given a user identifies a need to adjust their sustainability tasks, when they modify their checklist in real-time, then it should instantly reflect updates in the checklist and applicable data visualizations.
User Engagement and Accountability
Given a user is using the Interactive Checklist regularly, when they log in to the platform, then they should see personalized reminders and insights that promote ongoing engagement with their sustainability initiatives.
Checklist Template Usage
Given a user wants to start a new sustainability project, when they select a checklist template from the toolkit, then the system should allow them to create a customized checklist based on the chosen template.
Action Plan Generator
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User Story
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As a project leader, I want an action plan generator that helps me build a comprehensive plan for our sustainability initiatives so that we can effectively implement and monitor our progress towards our goals.
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Description
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The Action Plan Generator requirement involves creating a guided tool that assists users in developing customized action plans for their sustainability initiatives. This tool will involve a step-by-step process, prompting users to select specific areas of focus, set measurable goals, and outline responsible parties and timelines. Users will benefit from predefined templates and best practices, ultimately empowering them to create actionable, realistic plans that are aligned with their organizational sustainability objectives. This generator will integrate seamlessly with existing eco-analytics to provide data-driven recommendations.
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Acceptance Criteria
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User initiates the Action Plan Generator from the Sustainability Toolkit and selects 'Waste Reduction' as their area of focus.
Given the user has selected 'Waste Reduction', When the user is prompted to input measurable goals, Then the system should allow the user to set at least three quantifiable goals related to waste.
A user attempts to utilize the Action Plan Generator to create a plan for 'Energy Efficiency' initiatives in their organization.
Given the user is in the Action Plan Generator, When the user selects 'Energy Efficiency' as the focus area and fills out the appropriate fields, Then the generated action plan should include recommendations based on the organization's prior energy consumption data.
A sustainability team wants to ensure accountability and track their action plan progress.
Given that a user has created an action plan, When the user assigns responsible parties and deadlines for each action item, Then the system should send email reminders to the assigned parties one week prior to the deadline.
A user is reviewing their completed action plan in the Action Plan Generator.
Given that the user has completed the action plan, When the user views the plan summary, Then the summary should provide a clear outline of goals, assigned parties, and deadlines along with a completion status for each item.
A new user is learning how to use the Action Plan Generator for the first time.
Given that the user has accessed the Action Plan Generator, When the user is presented with the introduction guide, Then the guide should lead them through a step-by-step tutorial on creating their first action plan.
An organization wants to integrate their eco-analytics data with the Action Plan Generator.
Given that the user is in the Action Plan Generator, When they select 'Integrate Eco-Analytics', Then the system should retrieve and display relevant data related to their sustainability metrics for informed decision-making.
A user needs to export their action plan for sharing with stakeholders.
Given the user has finalized their action plan, When they click on the 'Export' button, Then the system should generate a downloadable PDF that includes the entire action plan in a clear and professional format.
Strategy Framework Library
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User Story
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As a sustainability officer, I want access to a library of strategy frameworks so that I can research and apply effective sustainability practices in our operations.
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Description
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The Strategy Framework Library requirement will create a repository of sustainability frameworks, best practices, and strategic documents that users can reference and utilize to shape their initiatives. This library will include industry benchmarks, case studies, and templates that aid organizations in understanding effective strategies for sustainability. By providing access to a wealth of knowledge, users can learn from successful examples and adapt proven methods to their own contexts, helping to cultivate a culture of sustainability within their organizations.
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Acceptance Criteria
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User accesses the Strategy Framework Library from the Sustainability Toolkit to create a new sustainability initiative for their organization.
Given the user has access to the Sustainability Toolkit, when they navigate to the Strategy Framework Library and select a framework, then they should be able to view the full content of the selected framework with no broken links or missing information.
A user searches for industry benchmarks related to sustainability practices within the Strategy Framework Library.
Given the user is in the Strategy Framework Library, when they enter keywords related to industry benchmarks in the search bar, then they should receive a filtered list of relevant documents that include at least five benchmark examples with brief descriptions.
User utilizes a case study from the Strategy Framework Library to inform their sustainability strategy development.
Given the user selects a case study from the library, when they read through the case study, then they should find actionable insights that include at least three applicable strategies relevant to their organizational context included in the document.
A user downloads a customizable template from the Strategy Framework Library for sustainability reporting purposes.
Given the user selects a template for sustainability reporting, when they click the download button, then they should receive a fully functional template in their chosen file format (e.g., PDF, Word) without any errors or formatting issues.
An administrator updates the Strategy Framework Library with new frameworks and documents.
Given the administrator is on the admin panel of the Strategy Framework Library, when they upload new frameworks, then the system should automatically categorize and index the new documents, making them accessible to all users without interrupting the existing functionalities.
User shares a strategy document from the Strategy Framework Library with their team members.
Given the user is viewing a strategy document, when they click the share button and enter team member emails, then all entered members should receive an email invitation with access to the document within five minutes, including a link to view the document directly.
Users provide feedback on the usefulness of documents within the Strategy Framework Library.
Given a user has viewed a document, when they submit feedback through the feedback form, then the system should record their feedback and display a confirmation message indicating successful submission without any errors.
Progress Reporting Dashboard
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User Story
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As a compliance officer, I want a progress reporting dashboard that I can use to generate reports on our sustainability efforts so that I can keep stakeholders informed and demonstrate our commitment to sustainability.
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Description
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The Progress Reporting Dashboard requirement focuses on creating a centralized dashboard that enables users to visualize and report on their sustainability progress over time. This feature will allow users to select various parameters, such as emissions reduced, waste diverted, and energy saved, and generate insightful reports that can be shared with stakeholders. This data-centric approach will not only help organizations measure their success against sustainability goals but will also enhance transparency and accountability with stakeholders and clients.
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Acceptance Criteria
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User selects parameters for emissions reduced over the last quarter and generates a report.
Given a user on the Progress Reporting Dashboard, when they select 'Emissions Reduced' as a parameter and choose the last quarter, then the dashboard should display a graphical representation of emissions reduction over that period.
A user wants to visualize their total waste diverted for the current year and share this report with stakeholders.
Given a user on the dashboard, when they select 'Waste Diverted' for the current year, then the dashboard must generate a summary report that can be exported as a PDF or shared directly via email.
An administrator needs to validate the accuracy of displayed data against actual measurements recorded in the IoT system.
Given the administrator is on the dashboard, when they request a data validation check for the past month, then the dashboard should show a discrepancy report if the displayed values do not match the recorded values within a predefined threshold.
A project manager is interested in the energy saved for multiple locations and wants to see a comparative analysis.
Given a project manager on the Progress Reporting Dashboard, when they select different locations and choose 'Energy Saved', then the dashboard should display a side-by-side bar chart comparing energy savings across the selected locations.
Users need to track progress against overall sustainability goals set at the beginning of the year.
Given the user is on the dashboard, when they view their sustainability goals, then they should see a progress bar indicating the percentage of the goals achieved, broken down by each category such as emissions, waste, and energy.
A user intends to customize their dashboard view to focus on specific sustainability metrics of interest.
Given a user on the dashboard, when they customize their view preferences, then the dashboard should retain these preferences across sessions and display only the selected metrics for all future visits.
An executive looks to quickly gauge the company’s sustainability progress over the last fiscal year during a board meeting.
Given an executive accessing the dashboard, when they select 'Fiscal Year' and view the dashboard, then it should provide an overview summary including total emissions reduced, waste diverted, and energy saved, along with visual aids for quick assessment.
Collaboration Toolkit
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User Story
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As a team member in a sustainability project, I want a collaboration toolkit that allows me to communicate and share documents with my colleagues so that we can work together smoothly and efficiently towards our goals.
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Description
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The Collaboration Toolkit requirement aims to develop features that enhance teamwork and communication among users involved in sustainability initiatives. This toolkit may encompass discussion boards, document sharing capabilities, and collaborative editing features for action plans and reports. Facilitating collaboration will empower teams to work together more effectively, share insights, and streamline decision-making processes, thereby fostering a cohesive approach towards achieving sustainability objectives.
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Acceptance Criteria
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Team members can post questions and updates on the discussion board within the Collaboration Toolkit to facilitate ongoing dialogue regarding sustainability initiatives.
Given a user is logged into the Collaboration Toolkit, when they post a question or update on the discussion board, then the post should be visible to all team members with notifications sent to users who follow the discussion topic.
Users need to share action plans and reports through a secure document-sharing feature that ensures only authorized users have access to sensitive information.
Given a user has created an action plan, when they share it via the document-sharing feature, then the action plan should be accessible only to specified users, and unauthorized users should receive an access denied message.
Collaborative editing of documents should allow multiple users to work on an action plan or report simultaneously, with real-time updates visible to all collaborators.
Given that a user is editing a shared report, when another user opens the document, then they should see the changes made by the first user in real-time, and both users should be able to make edits without conflict.
Users should be able to create customized checklists within the Collaboration Toolkit to track progress on specific sustainability initiatives.
Given a user is in the Collaboration Toolkit, when they create a checklist for a sustainability initiative, then the checklist should allow for the addition of tasks, assignable team members, due dates, and have a progress tracking feature.
Users should have the ability to comment on shared documents to provide feedback and suggestions in a collaborative environment.
Given a user is viewing a shared document, when they post a comment, then the comment should be visible to all collaborators, and users should be able to respond to comments for streamlined communication.
The Collaboration Toolkit should provide users with a notification system to keep them updated on any changes or new posts related to sustainability initiatives.
Given a user is part of a sustainability project, when a new post is made or a document is updated, then they should receive a notification via email or within the application to inform them of the changes.
Feedback and Improvement System
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User Story
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As a user of the Sustainability Toolkit, I want a feedback system so that I can contribute my thoughts on how to improve the tools based on my experience and help make them more effective for future users.
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Description
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The Feedback and Improvement System requirement provides a feature through which users can give and receive feedback on sustainability initiatives. This will involve creating a structured feedback mechanism that allows users to submit their experiences, suggestions, and improvements based on their interactions with the Sustainability Toolkit. The feedback system will help identify areas for enhancement, ensuring that the tools and processes remain relevant and effective in driving sustainability practices.
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Acceptance Criteria
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Users are able to access the Feedback and Improvement System from the Sustainability Toolkit dashboard.
Given that the user is logged into EcoTrackly, when they navigate to the Sustainability Toolkit dashboard, then they should see a clearly labeled option to access the Feedback and Improvement System.
Users can submit feedback through the Feedback and Improvement System.
Given that the user is on the Feedback and Improvement System page, when they fill out the feedback form with their experiences and click 'Submit', then their feedback should be recorded in the system and a confirmation message should be displayed.
Users can review feedback submitted by others.
Given that the user is on the Feedback and Improvement System page, when they select the 'View Feedback' option, then they should see a list of all submitted feedback organized by date, with options to sort and filter this list.
Users can edit their previously submitted feedback.
Given that the user has previously submitted feedback, when they navigate to their submitted feedback and click 'Edit', then they should be able to update their feedback and submit the changes successfully with a confirmation message displayed.
Administrators can analyze feedback trends over time.
Given that an administrator is logged into EcoTrackly, when they access the Feedback and Improvement System reporting feature, then they should be able to view trends in feedback submissions categorized by topic or type over a selected timeframe.
Users can receive notifications about feedback responses or updates.
Given that a user has submitted feedback, when their feedback receives a response from an administrator, then the user should receive a notification via email or within the EcoTrackly platform indicating that their feedback has been addressed.
Expert Webinars
Regularly scheduled live webinars featuring industry experts and thought leaders discussing current sustainability topics, strategies, and innovations. Users can participate in these interactive sessions to ask questions, share insights, and network with peers, enriching their knowledge and inspiration for real-world application.
Requirements
Webinar Scheduling System
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User Story
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As a sustainability professional, I want to easily find and register for upcoming expert webinars so that I can stay informed about the latest trends and strategies in sustainability.
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Description
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The Webinar Scheduling System allows users to view a calendar of upcoming webinars, register for sessions, and receive automated reminders via email or push notifications. This feature enhances user engagement by making it easy to participate in webinars and helps users manage their learning schedules effectively. Integration with existing user accounts will provide seamless access and personalized recommendations based on user interests and previous participation.
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Acceptance Criteria
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User can view a calendar of upcoming webinars to plan their participation based on personal and professional interests.
Given the user is logged into their account, when they navigate to the webinar section, then they should see a calendar showing all upcoming webinars with dates, times, and topics listed.
Users can register for webinars directly through the platform without any errors or issues.
Given the user has selected a webinar to attend, when they click the 'Register' button, then they should receive a confirmation message and an email notification confirming their registration.
Users receive automated reminders for their registered webinars to ensure they don't miss the sessions.
Given the user is registered for a webinar, when the scheduled time approaches, then they should receive an email or push notification reminder 24 hours and 1 hour before the session starts.
The system integrates with user profiles to provide personalized webinar recommendations.
Given the user has a history of previous webinar participations, when they access the recommended webinars section, then they should see a list of suggested webinars tailored to their interests based on past interactions.
Users can easily cancel their registration for a webinar if they can no longer attend.
Given the user is registered for a webinar, when they select the 'Cancel Registration' option, then they should receive a confirmation message and be removed from the attendee list.
Users can access a replay of past webinars through the platform.
Given the user is looking for previously held webinars, when they navigate to the 'Past Webinars' section, then they should see a list of recorded webinars available for viewing at any time.
The system allows users to ask questions during live webinars to enhance interaction with presenters.
Given the user is attending a live webinar, when they submit a question through the provided interface, then their question should be displayed to the moderator in real-time for consideration during the Q&A session.
Interactive Q&A Session
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User Story
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As a webinar attendee, I want to ask questions during the session so that I can clarify my doubts and gain deeper insights from the experts.
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Description
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The Interactive Q&A Session feature enables participants in webinars to ask questions in real-time, facilitating live interaction between industry experts and attendees. This function enhances the learning experience and provides immediate answers to crucial sustainability queries. A moderation system will be in place to ensure relevant and respectful communication during these sessions, fostering a supportive community of learners.
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Acceptance Criteria
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Participants can submit questions during the webinar using a dedicated Q&A chat window available on the platform.
Given a live webinar is in progress, When a participant submits a question via the Q&A chat window, Then the question should be visible to both the moderator and the speaker in real time.
Moderators can filter and prioritize questions during the Q&A session to ensure the most relevant queries are addressed first.
Given a live Q&A session with multiple submitted questions, When a moderator reviews the questions, Then they should be able to mark questions as 'highlighted' for prioritized answers during the session.
Users can engage in follow-up discussions after questions are answered to deepen understanding and provide insights.
Given a question has been answered in the Q&A session, When the participant clicks on a 'discuss' button, Then they should be able to start a threaded discussion related to the question within the webinar platform.
Webinar attendees need a mechanism to report inappropriate questions or comments during the session.
Given a live webinar is ongoing, When a participant clicks on a 'report' button next to a question or comment, Then a report should be submitted to the moderator for review.
Participants must receive notifications when their questions are addressed during the Q&A session.
Given a participant's question has been answered in the webinar, When the answer is provided by the speaker, Then the participant should receive a notification alerting them that their question has been addressed.
The platform should retain a record of all questions asked during the webinar for later review.
Given a webinar has concluded, When an admin accesses the webinar summary page, Then they should be able to view a list of all questions that were submitted during the Q&A session.
Webinar Recording Archive
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User Story
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As a user of EcoTrackly, I want to access recordings of past webinars so that I can learn from them at my own pace whenever I have time.
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Description
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The Webinar Recording Archive stores all past webinars, allowing users to access recorded sessions at their convenience. This feature ensures that users who missed live sessions can still benefit from the content, promoting continuous learning and knowledge retention. Enhanced search functionality will help users find relevant topics easily, thereby increasing the overall value of the webinars offered.
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Acceptance Criteria
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Accessing Archived Webinars from the User Dashboard
Given a user who is logged into the EcoTrackly platform, when they navigate to the Webinar Recording Archive section, then they should be able to view a list of all past webinars in chronological order including titles, dates, and brief descriptions.
Searching for a Specific Webinar by Topic
Given a user on the Webinar Recording Archive page, when they enter a keyword related to a topic in the search bar and hit enter, then the system should display a list of webinars that match the keyword criteria, sorted by relevance.
Playing a Recorded Webinar
Given a user who selects a recorded webinar from the archive, when they click the play button, then the selected webinar should begin streaming without any buffering, accompanied by an active video and audio output.
Viewing Webinar Details and Speaker Information
Given a user has selected a webinar from the archive, when they click on the webinar title, then they should be redirected to a detailed view containing information about the webinar content, duration, and speaker bios.
Downloading Webinar Recordings
Given a user viewing a recorded webinar, when they click the download button, then they should receive a downloadable file of the webinar within a maximum of 30 seconds, and the download should complete without errors.
Receiving Notifications for New Webinar Recordings
Given a user who has opted in for notifications, when a new webinar is added to the archive, then the user should receive an email notification within 1 hour of the new webinar's availability, containing the title and a link to access it.
Checking Video Playback Accessibility Features
Given a recorded webinar being played, when the user accesses playback controls, then they should be presented with options for subtitles and adjustable playback speed to ensure accessibility for all users.
Post-Webinar Feedback System
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User Story
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As a participant, I want to provide feedback on webinars I attended so that the content can be improved for future sessions and to reflect my learning experience.
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Description
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The Post-Webinar Feedback System collects user reviews and ratings following each webinar, enabling the continuous improvement of future sessions. This mechanism encourages audience participation and helps track user satisfaction levels over time. The feedback data will be analyzed to identify trends and areas for enhancement, ensuring that future webinars remain relevant and engaging for users.
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Acceptance Criteria
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Users submit feedback immediately after attending a webinar, documenting their experience and recommendations for improvement.
Given a user has attended a webinar, when they receive a feedback form, then they should be able to submit their feedback on the platform successfully, and the system must acknowledge receipt.
The feedback system aggregates user ratings to display overall satisfaction scores for each webinar.
Given multiple users have submitted feedback, when the analytics dashboard is accessed, then the average rating for the webinar must be displayed correctly based on the feedback received.
Users can comment on existing feedback left by others, allowing for discussions and additional insights.
Given a user views feedback left by others, when they choose to comment, then their comment should be successfully posted and displayed beneath the original feedback.
Administrators review feedback data to identify areas for improvement in future webinars.
Given the feedback data has been collected, when an administrator accesses the reporting module, then they can generate a report that highlights trends and recurring suggestions for improvement.
Users receive a follow-up email summarizing key points from the webinar along with the opportunity to provide feedback.
Given a user attended a webinar, when the webinar concludes, then the user must receive a follow-up email within 24 hours that includes a feedback link and highlights summary points.
The feedback system automatically detects incomplete feedback submissions and prompts users to complete them before submission.
Given a user begins filling out a feedback form, when they attempt to submit without answering all required questions, then a warning message must be displayed prompting them to complete necessary fields before proceeding.
Integration with Learning Pathways
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User Story
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As a user, I want to receive personalized recommendations for webinars based on my learning preferences so that I can enhance my knowledge effectively.
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Description
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The Integration with Learning Pathways feature connects webinar content with users' personalized learning paths, allowing tailored recommendations based on their interests and previous sessions attended. This enhances user engagement by guiding their learning journey and making connections between webinars and relevant resources available within the EcoTrackly platform. It ensures that users receive an optimized learning experience aligned with their sustainability goals.
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Acceptance Criteria
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User accesses the EcoTrackly platform and navigates to the Expert Webinars section to view upcoming webinars relevant to their learning pathway.
Given the user has logged into EcoTrackly, when they navigate to the Expert Webinars section, then they should see a list of upcoming webinars that match their personalized learning path.
User participates in a live webinar and engages with the content and other participants in real-time.
Given the user is attending a live webinar, when they submit a question through the chat interface, then their question should be visible to the host and other participants in real time.
After attending a webinar, the user wants to access additional resources relevant to the content discussed.
Given the user has completed a webinar, when they view the follow-up resources section, then they should see resource recommendations that align with the topics covered in the webinar and their personal learning pathway.
User wants to receive an alert for upcoming webinars that are aligned with their interests and previous attendance.
Given the user has specified their interests in their profile settings, when a new relevant webinar is scheduled, then the user should receive an email notification about the upcoming event.
User checks their learning pathway after attending multiple webinars to assess progress towards their learning goals.
Given the user has attended several webinars, when they view their learning pathway dashboard, then it should display their progress, including completed webinars and suggested next steps based on their interests.
User wants to provide feedback on a webinar they attended for future improvement.
Given the user has attended a webinar, when they access the feedback form at the end of the session, then they should be able to submit their feedback successfully and receive a confirmation of submission.
User wants to see statistics regarding their engagement with webinars over a certain period.
Given the user accesses their profile metrics, when they view the engagement statistics section, then they should see detailed analytics on the number of webinars attended, topics covered, and interactions made during sessions.
Case Study Showcase
An interactive feature that highlights successful sustainability initiatives from various organizations, providing in-depth analyses of strategies, challenges, and outcomes. The Case Study Showcase serves as a powerful tool for users to learn from real-world examples, inspiring innovative solutions and fostering a culture of learning and collaboration.
Requirements
Interactive Case Study Viewer
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User Story
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As a sustainability officer, I want to explore interactive case studies of successful sustainability initiatives so that I can gain insights and strategies that I can implement in my organization to improve our environmental performance.
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Description
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The Interactive Case Study Viewer will allow users to browse through a collection of detailed case studies showcasing various organizations’ successful sustainability initiatives. Each case study will feature rich media content including videos, infographics, and interactive timelines that illustrate the strategies employed, challenges faced, and outcomes achieved. This feature will enable users to easily access valuable insights and practical lessons while promoting user engagement through interactive elements such as comments and social sharing options. It integrates seamlessly into EcoTrackly's existing user interface and analytics dashboard, providing a resource for users to learn from real-world applications of sustainability practices.
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Acceptance Criteria
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User navigates to the Interactive Case Study Viewer from the EcoTrackly dashboard to explore various sustainability case studies.
Given the user is logged into EcoTrackly, when they click on the 'Case Study Showcase' button, then they should be redirected to the Interactive Case Study Viewer displaying a list of available case studies.
User selects a specific case study to view detailed information including media content and interactive elements.
Given the user is in the Interactive Case Study Viewer, when they click on a case study title, then the detailed view should open with rich media content, infographics, and an interactive timeline present.
User interacts with the social sharing options in a case study to promote valuable insights on social media platforms.
Given the user is viewing a case study, when they click the 'Share' button, then they should see options to share on Twitter, Facebook, and LinkedIn with the correct case study link included.
User leaves a comment on a case study to provide feedback or insights.
Given the user is viewing a case study, when they scroll to the comments section and enter a comment, then the comment should be displayed immediately after submission without requiring a page refresh.
User filters the displayed case studies based on categories such as industry or sustainability practices.
Given the user is on the Interactive Case Study Viewer page, when they select a filter option from the dropdown menu, then the displayed case studies should update to show only those that match the selected filter criteria.
User reports a technical issue with the Interactive Case Study Viewer to the support team.
Given the user is experiencing a problem, when they click on the 'Report Issue' button, then a form should appear allowing them to describe the issue and submit it, providing confirmation of successful submission upon completion.
User accesses the analytics dashboard to review engagement metrics related to the Interactive Case Study Viewer.
Given the user is an admin, when they navigate to the analytics section, then they should see statistics such as case study views, comments made, and shares conducted within the Interactive Case Study Viewer.
Case Study Contribution Portal
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User Story
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As a company representative, I want to submit our successful sustainability initiative as a case study so that other businesses can learn from our experiences and contribute to the collective knowledge of sustainability practices.
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Description
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The Case Study Contribution Portal will allow users to submit their own sustainability success stories and initiatives for inclusion in the EcoTrackly platform. This feature will include forms for uploading case details, photographs, and impact data, as well as a review process where submissions are evaluated for quality and relevance. By empowering users to contribute their experiences, this feature fosters a community-driven approach to learning and sharing best practices in sustainability. It integrates with user profiles and will also enable notifications to contributors when their submissions are published, enhancing community engagement and collaboration.
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Acceptance Criteria
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User submits their sustainability case study through the Case Study Contribution Portal.
Given a registered user, when they access the contribution portal, then they must be able to fill out a submission form that includes fields for case details, photographs, and impact data.
Submission review process evaluates user-contributed case studies.
Given a submitted case study, when a moderator reviews the submission, then they must be able to approve or reject the case based on established guidelines for quality and relevance.
User receives notifications regarding the status of their submitted case studies.
Given the status of a submitted case study has changed, when the change occurs, then the user must receive an email notification detailing whether their submission has been approved, rejected, or is still under review.
Users can upload photographs and other media as part of their case study submission.
Given a user is on the case study submission form, when they choose to upload a photograph, then the system must allow uploads of files in specified formats (e.g., JPG, PNG) and size limits (e.g., max 5MB).
Users can view previously submitted case studies on the EcoTrackly platform.
Given a user accesses the Case Study Showcase, when they browse through the submissions, then they must be able to view all approved case studies with relevant information and photographs displayed clearly.
The case study submission form is user-friendly and accessible.
Given a user accesses the submission portal, when they fill out the form, then they must find it intuitive with clear instructions and validation messages for each field to ensure proper submissions.
Users can edit their submissions after they have been submitted but before approval.
Given a user has submitted a case study, when they navigate to their submissions, then they must be able to edit the details of their case study until it has been approved by moderators.
Search and Filter Functionality
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User Story
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As a user looking to improve our company's sustainability practices, I want to search and filter case studies by industry and challenges so that I can find relevant examples that relate to my situation without sifting through irrelevant information.
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Description
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This requirement involves adding advanced search and filtering options to the Case Study Showcase, allowing users to easily find relevant case studies based on criteria such as industry, sustainability challenge, and geographical region. Users will be able to sort case studies by various metrics, such as date published, impact score, and user ratings. This functionality aims to enhance user experience by making navigation intuitive and relevant, allowing users to quickly identify case studies that align with their specific interests and needs, thus promoting deeper engagement with the content.
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Acceptance Criteria
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User searches for case studies related to renewable energy solutions in the technology sector.
Given the user is on the Case Study Showcase page, when they enter 'renewable energy' in the search bar, then the results displayed should only include case studies tagged with 'renewable energy' and 'technology sector'.
User filters case studies by geographical region and sorts results by impact score.
Given the user is on the Case Study Showcase page, when they select 'North America' from the geographical filter and sort by 'Impact Score', then the results should show only case studies from North America, ordered by descending impact score.
User wants to find case studies published within the last year.
Given the user is on the Case Study Showcase page, when they set the published date filter to 'Last Year', then the displayed case studies should only include those published within the last calendar year.
User reviews the sorting functionality by user ratings.
Given the user is on the Case Study Showcase page, when they sort case studies by 'User Ratings', then the results should arrange the case studies starting from the highest user ratings to the lowest.
User checks the applied filters and search terms.
Given the user has applied filters and a search term on the Case Study Showcase page, when they click on the 'Clear All' button, then all filters and search terms should be reset to default, and no case studies should be displayed until new filters are applied or a new search term is entered.
User searches for case studies using a combination of filters.
Given the user is on the Case Study Showcase page, when they select 'Waste Management' as a challenge and type 'urban areas' in the search bar, then the results displayed should only include case studies related to waste management in urban settings.
User accesses case studies through a mobile interface.
Given the user is using a mobile device to access the Case Study Showcase, when they utilize the search and filter functionality, then the interface should remain responsive and easily navigable, allowing for seamless interaction with results and filters.
Impact Metrics Display
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User Story
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As a business leader, I want to see the quantitative impact metrics associated with each case study so that I can understand the potential benefits of implementing similar sustainability practices in my organization.
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Description
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The Impact Metrics Display requirement will provide a visual representation of the quantifiable outcomes associated with each case study, such as reductions in carbon emissions, cost savings, and improved resource efficiency. This feature will include interactive graphs and charts that allow users to see the effects of the initiatives highlighted in each case study. By showcasing tangible results, this feature reinforces the effectiveness of sustainability strategies and can motivate users to adopt similar measures in their organizations, thereby aligning with EcoTrackly's mission to drive meaningful environmental impact.
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Acceptance Criteria
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User Interaction with Impact Metrics Display
Given the user is on the Case Study Showcase page, when they select a specific case study, then the Impact Metrics Display shows visual representations of the quantifiable outcomes for that case study, including carbon reductions, cost savings, and resource efficiency improvements, within 2 seconds.
Visual Clarity of Data Representation
Given the user is viewing the Impact Metrics Display, when the data is loading, then the interactive graphs and charts must be easy to read and interpret, with clear labels and legends that meet accessibility standards for color contrast and font size.
Interactivity of Impact Metrics Display
Given the user is on the Impact Metrics Display, when they hover over a graph point, then a tooltip appears showing detailed information about that specific data point, including the metric, value, and year, for at least 80% of data points.
Mobile Responsiveness of Impact Metrics Display
Given the user accesses EcoTrackly on a mobile device, when they view the Case Study Showcase and select a case study, then the Impact Metrics Display should be fully responsive, ensuring all metrics are viewable without horizontal scrolling on screen sizes smaller than 768px.
Data Accuracy in Impact Metrics Display
Given the user selects a case study from the Impact Metrics Display, when the metrics are displayed, then the data shown must be verified and match the source data from the case study reports with a maximum discrepancy of 5% in any metric.
User Feedback on Impact Metrics Display
Given the user interacts with the Impact Metrics Display, when they click the 'Provide Feedback' button, then a feedback form should appear, allowing users to submit their thoughts on the clarity and usefulness of the metrics displayed, with at least 75% of users reporting satisfaction with the display experience during usability testing.
Integration with Other Features
Given the user accesses the Impact Metrics Display, when they navigate to another section of EcoTrackly, then the display retains the last selected case study information, ensuring a seamless user experience across different platform sections without data loss.
User Rating and Feedback System
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User Story
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As a user, I want to provide feedback and rate case studies based on their usefulness so that I can contribute to the community and help other users find the best resources for sustainability initiatives.
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Description
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The User Rating and Feedback System will enable users to provide ratings and comments on each case study, allowing for community interaction and feedback. Users can express their opinions and suggestions based on their relevance and applicability to their own work. This feature will help gather user insights regarding the practicality and effectiveness of the case studies, fostering a culture of discussion and continuous improvement within the EcoTrackly community. It will also include a mechanism for highlighting highly rated case studies for greater visibility and engagement.
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Acceptance Criteria
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User Submission of Ratings and Feedback for a Case Study
Given a user has viewed a case study, when they submit a rating and comment, then the submission should be successfully recorded and stored in the database with a timestamp and associated user ID.
Display of User Ratings and Comments on Case Studies
Given multiple users have submitted ratings and feedback for a specific case study, when the case study is viewed by other users, then the average rating and all user comments should be displayed prominently on the case study page.
Highlighting Highly Rated Case Studies
Given a threshold rating (e.g., 4.5 stars or above) has been reached, when the case studies are displayed in the showcase section, then those case studies should be highlighted or sorted to appear at the top of the list.
Notification of New Feedback on a Case Study
Given a user has previously rated or commented on a case study, when another user submits new feedback, then the original user should receive a notification that new comments are available for that case study.
User Editing of Submitted Ratings and Comments
Given a user has submitted a rating and comment, when they choose to edit their feedback, then the system should allow them to modify their previously submitted rating and comment and save the changes successfully.
User Deletion of Ratings and Comments
Given a user has submitted a rating and comment on a case study, when they choose to delete their feedback, then the system should remove their rating and comment from the database and reflect this change immediately on the case study page.
System Performance Under High Load of Ratings and Comments
Given a high volume of users submitting ratings and comments simultaneously, when the ratings and comments are submitted, then the system should process all submissions without errors, maintaining a response time of under 2 seconds.
Integration with User Dashboard
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User Story
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As a regular user of EcoTrackly, I want to have quick access to case studies from my dashboard that are curated based on my interests so that I can efficiently discover relevant information without having to search each time.
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Description
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This requirement focuses on integrating the Case Study Showcase feature with the existing user dashboard in EcoTrackly. Users will have easy access to their favorite case studies, recent contributions, and recommended readings based on their activities and interests. This personalized integration will enhance user engagement by providing a tailored experience that encourages exploration of relevant case studies and improving the overall utility of the platform. It will ensure that users feel supported in their sustainability efforts through targeted resources and insights.
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Acceptance Criteria
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User accesses the dashboard and navigates to the Case Study Showcase section.
Given the user is logged into their EcoTrackly dashboard, when they click on the Case Study Showcase, then they should see their favorite case studies listed at the top of the page.
User browses recommended case studies based on their activities.
Given the user has interacted with sustainability topics previously, when they access the Case Study Showcase, then they should see recommended readings that align with their interests.
User wants to save a case study for later reference.
Given the user is viewing a case study in the Case Study Showcase, when they click on the 'Save for Later' button, then the case study should be added to their favorites list and confirmed through a notification.
User accesses recent contributions related to sustainability initiatives.
Given the user is on the Case Study Showcase page, when they scroll to the recent contributions section, then they should see a list of the last five contributions made by other users.
User interacts with the case study visualization tool.
Given the user is viewing a case study with interactive data visualizations, when they hover over a data point, then the user should see additional contextual information displayed in a tooltip format.
User logs out and logs back into the EcoTrackly platform.
Given the user logs out of their account and then logs back in, when they navigate to the Case Study Showcase, then their previously saved favorites should be accessible immediately.
User shares a selected case study with their colleagues.
Given the user is reading a case study, when they click the 'Share' button and enter their colleagues' emails, then an email with the case study link should be successfully sent to the entered addresses, confirmed by a feedback message.
Custom Learning Paths
Personalized learning experiences tailored to individual user roles and interests. This feature allows users to select specific topics or skills they wish to develop, guiding them through a structured sequence of resources and activities that enhance their knowledge and expertise in sustainability.
Requirements
Role-Based Content Recommendations
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User Story
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As a sustainability manager, I want to receive personalized content recommendations based on my role so that I can efficiently learn the skills relevant to my responsibilities and contribute more effectively to my company's sustainability goals.
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Description
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This requirement focuses on implementing a system that dynamically recommends learning resources based on the user's role within the organization. By analyzing the user's current position and previous interactions with the platform, the system will curate a personalized list of topics, articles, webinars, and courses aligned with their professional development goals. The integration of these recommendations into the EcoTrackly platform aims to ensure that users can quickly access the most relevant information, thereby enhancing their learning efficiency and engagement.
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Acceptance Criteria
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User selects their role upon logging into EcoTrackly, and the system analyzes their role and past interactions to generate personalized content recommendations.
Given the user has selected their role, When they log in, Then the system should display a personalized list of at least 5 relevant resources (articles, courses, webinars) aligned with their role and interests.
The user interacts with the recommended resources by clicking on them, and the system tracks these interactions to refine future recommendations.
Given the user clicks on a recommended resource, When the resource is opened, Then the interaction is logged, and future recommendations should be adjusted based on this interaction within the next login session.
A user reviews their content recommendations and indicates whether each suggestion is relevant or not, providing feedback to improve the recommendation algorithm.
Given the user has provided feedback on at least 3 out of 5 recommended resources, When the feedback is submitted, Then the system should update the user’s profile to reflect their preferences for future recommendations.
An administrator wants to monitor the effectiveness of the dynamic recommendation system to ensure it meets user needs and engagement metrics.
Given the administrator accesses the analytics dashboard, When they view the recommendation effectiveness report, Then the report should display user engagement metrics (click-through rate, time spent on resources) for the last 30 days.
A new user signs up for EcoTrackly and completes the onboarding process, leading to personalized recommendations based on their chosen interests and roles.
Given a new user completes the onboarding process and selects their interests, When they access the platform for the first time, Then they should receive a curated list of at least 5 recommended resources relevant to their interests and roles.
Returning users revisit the platform and want to update their role or interests to receive updated content recommendations.
Given a returning user wants to change their role or interests in their profile settings, When they make the changes and save, Then the system should refresh the content recommendations to align with the updated profile information within the next session.
Progress Tracking Dashboard
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User Story
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As a user of EcoTrackly, I want to see my learning progress so that I can stay motivated and recognize my achievements as I navigate through the tailored learning paths.
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Description
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This requirement involves creating a user-friendly dashboard that allows users to track their learning progress and achievements in real-time. The dashboard will visually display completed courses, ongoing learning activities, and upcoming milestones, helping users stay motivated and engaged in their learning journey. By integrating gamification elements, such as badges and certificates, the dashboard will encourage users to complete their learning paths, ultimately supporting the product's mission of driving sustainability expertise across organizations.
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Acceptance Criteria
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User accesses the Progress Tracking Dashboard after completing several courses and wants to review their progress and achievements.
Given the user has completed at least one course, When they access the Progress Tracking Dashboard, Then they should see a visual representation of completed courses, ongoing activities, and upcoming milestones.
A user wants to view their badges and certificates earned through the courses they have completed.
Given the user has completed courses that offer badges and certificates, When they navigate to the Progress Tracking Dashboard, Then they should see a section displaying all earned badges and certificates clearly.
A user logs in for the first time and wants to understand their current learning progress and available courses.
Given the user has just registered and has not completed any courses, When they visit the Progress Tracking Dashboard, Then they should receive a welcome message and an overview of available courses tailored to their selected interests.
A user navigates the dashboard and wants to set a learning goal for the upcoming month.
Given the user is on the Progress Tracking Dashboard, When they opt to set a new learning goal, Then they should be able to define a specific course or set of courses, and receive confirmation of their goal being saved.
A user checks their dashboard after completing a learning path to receive feedback on their overall performance.
Given the user has finished a learning path, When they access the Progress Tracking Dashboard, Then they should see a summary report including completion percentages, strengths, and areas for improvement.
A user receives notifications for upcoming milestones related to their learning paths via the dashboard.
Given the user has ongoing learning activities, When they log into the Progress Tracking Dashboard, Then they should receive notifications for any upcoming milestone deadlines and related actions required.
A user interacts with gamification elements on their dashboard to motivate learning.
Given the user is on the Progress Tracking Dashboard, When they hover over gamification elements like badges or certificates, Then they should see tooltips that explain how to earn these rewards and their benefits.
Certificate Generation
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User Story
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As a user, I want to receive a certificate upon completing a learning path so that I can demonstrate my new skills and knowledge in sustainability to my employer and peers.
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Description
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This requirement entails developing a feature that enables the generation of digital certificates upon the completion of specific learning pathways. These certificates will serve as a formal recognition of acquired knowledge and skills in sustainability practices. Users can share these certificates with employers, colleagues, or on professional networking platforms, enhancing their professional profiles and demonstrating their commitment to sustainability. This feature will integrate seamlessly with the existing database of courses and learning paths within EcoTrackly.
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Acceptance Criteria
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User completes a learning path and attempts to generate a certificate to acknowledge their achievement.
Given a user has completed all required modules in a learning path, when they access the certificate generation feature, then a digital certificate should be generated and displayed for download.
User accesses the certificate generation feature and shares the certificate on a professional networking platform.
Given a user has generated a digital certificate, when they select the share option, then the certificate should be successfully posted on the specified professional networking platform with all relevant details intact.
User attempts to generate a certificate for a learning path that they have not completed.
Given a user has not completed all the required modules for a learning path, when they attempt to access the certificate generation feature, then an error message should inform them that they need to complete all modules before generating the certificate.
User wants to verify the authenticity of a generated certificate via a unique code provided with the certificate.
Given a user has generated a digital certificate, when an external entity enters the unique verification code, then the system should display the certificate details confirming its authenticity and validity.
User updates their profile to include their newly generated certificate in their professional portfolio.
Given a user has generated a digital certificate, when they navigate to their profile and upload the certificate, then it should be visible on their profile, accessible for viewing by others.
Administrator assesses the overall usage statistics of the certificate generation feature.
Given the administrator accesses the reporting dashboard, when they review the usage statistics of the certificate generation feature, then the dashboard should display the total number of certificates generated, along with user engagement metrics.
User generates a certificate and encounters a technical issue during the process.
Given a user attempts to generate a certificate but encounters an error, when they report the issue through the feedback mechanism, then the support team should receive the report with all relevant details for prompt resolution.
Feedback Mechanism for Learning Paths
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User Story
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As a user, I want to give feedback on learning paths so that my suggestions can help improve the quality of the resources provided and ensure they meet user needs.
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Description
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This requirement is about implementing a feedback system that allows users to provide input on the effectiveness and content of learning paths. Users will be able to rate the resources and provide comments, which will be used to improve future content offerings. This feedback loop not only helps enhance user satisfaction but also ensures that the educational materials remain relevant and effective in meeting the users' needs, thereby directly supporting EcoTrackly's goal of optimizing user engagement and educational outcomes.
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Acceptance Criteria
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User provides feedback on a completed learning path after engaging with all resources and activities.
Given the user has completed a learning path, when they navigate to the feedback section, then they should be able to rate each resource on a scale of 1 to 5 and submit comments.
User accesses a summary of feedback received for a specific learning path to review patterns and insights.
Given admin has entered the feedback data, when the user views the summary report for the learning path, then they should see aggregated ratings and comments categorized by resource.
User attempts to submit feedback without completing the learning path to check for validation errors.
Given the user has not completed all parts of a learning path, when they try to submit feedback, then an error message should appear indicating that completion is required to submit feedback.
User updates their feedback after initially submitting it to enhance their input on a learning path.
Given the user has previously submitted feedback, when they access the feedback form again, then they should be able to edit their ratings and comments before resubmitting.
User checks the feedback history to review their previous ratings and comments on learning paths.
Given the user navigates to the feedback history section, when they view past feedback entries, then they should see all their previous ratings and comments for each learning path they completed.
Admin reviews feedback submitted by users to assess the performance of different learning paths.
Given there is user feedback data available, when the admin accesses the feedback management interface, then they should be able to filter and analyze feedback by learning path and resource type.
Mobile Accessibility for Learning Paths
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User Story
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As a user, I want to access learning paths on my mobile device so that I can continue my education while commuting or traveling, making my learning more flexible and convenient.
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Description
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This requirement pertains to enhancing the EcoTrackly platform's functionality by making learning paths accessible via mobile devices. Users will be able to engage with their learning materials anywhere and at any time, increasing flexibility and convenience. This feature will include a responsive design and optimization for various screen sizes, ensuring a seamless learning experience, which is crucial for users on the go. By incorporating this mobile accessibility, EcoTrackly will cater to a broader audience and embody the principles of modern, on-demand learning.
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Acceptance Criteria
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User accesses learning paths on their mobile device while commuting to work.
Given a user has a mobile device, when they open the EcoTrackly app, then they should see the learning paths optimized for mobile with all content accessible.
User navigates between different learning modules from their smartphone during a break.
Given a user is in the learning paths section, when they click on a module, then the module should load within 3 seconds without any errors.
User bookmarks a learning resource on their mobile device for later review.
Given a user is viewing a learning resource, when they click the 'Bookmark' button, then the resource should be successfully saved in their bookmarks section accessible from both mobile and web versions.
User shares their learning progress with a colleague from their mobile device.
Given a user has completed a module, when they click 'Share Progress', then they should be able to send their progress via email or social media directly from their mobile device.
User adjusts font size and layout preferences on mobile for better readability.
Given a user is viewing content on their mobile device, when they change the font size in settings, then all text should adjust according to the selected size without affecting the layout negatively.
User receives push notifications for new learning paths relevant to their interests.
Given a user has opted in for notifications, when a new learning path is added that matches their specified interests, then they should receive a push notification on their mobile device.
Community Discussion Boards
An online forum for users to engage in conversations, share insights, and pose questions related to sustainability practices. The Community Discussion Boards promote collaborative learning and knowledge exchange, creating a supportive environment where users can grow together in their sustainability journey.
Requirements
User Registration and Profiles
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User Story
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As a new user, I want to create a personal profile on EcoTrackly's Community Discussion Boards so that I can engage with others who share my sustainability goals and track my contributions over time.
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Description
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The Community Discussion Boards feature requires a user registration and profile management system that enables users to create unique accounts, complete with personal profiles detailing their sustainability interests, business sectors, and previous contributions. This function supports robust engagement as users can tailor their interactions, follow topics of interest, and receive personalized content and notifications. It enhances the sense of community by allowing users to connect based on shared sustainability goals and experiences, facilitating better knowledge sharing and collaboration within the platform.
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Acceptance Criteria
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User Registration Process for New Users
Given a new user visits the EcoTrackly Community Discussion Boards, when they complete the registration form with valid information and submit, then they should receive a confirmation email and be directed to their profile page.
Profile Customization for Existing Users
Given an existing user navigates to their profile settings, when they update their information such as sustainability interests, business sectors, and click 'Save', then the updated information should be reflected in their profile immediately and a success message should be displayed.
Account Activation via Email Confirmation
Given a new user registers for an account, when they click the confirmation link in the email, then their account should be activated and they should be able to log in to the Community Discussion Boards successfully.
User Account Deletion Request
Given a user wants to delete their account, when they navigate to account settings and confirm the deletion request, then their account should be removed from the system within 30 days, and they should receive a notification of the deletion process.
Notification Settings for User Engagement
Given a user has successfully registered and logged in, when they access their notification settings and opt in for topic-related notifications, then they should start receiving relevant notifications based on their selected interests within 24 hours.
User Profile Visibility to Others
Given a user completes their profile and sets it to public, when another user views the Community Discussion Boards, then the public profile should be visible to them, showing the user's contributions and interests.
User Follow Topics Feature
Given a logged-in user selects a topic of interest from the Community Discussion Boards, when they click 'Follow', then they should receive updates on new discussions related to that topic and see it reflected in their profile's followed topics list.
Thread Creation and Management
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User Story
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As a user, I want to start and manage threads in the Community Discussion Boards so that I can share insights and ask questions about sustainability practices that are important to me.
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Description
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Users should be able to create, edit, and delete discussion threads in the Community Discussion Boards. This functionality allows for dynamic engagement where users can start conversations on specific sustainability topics that interest them. Each thread will include tagging options for better categorization and searchability, enhancing the user experience by making relevant discussions easier to find. This requirement is crucial for fostering vibrant discussions and providing a platform for diverse voices within the community.
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Acceptance Criteria
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User initiates a new thread in the Community Discussion Boards to discuss a specific sustainability topic.
Given a user is logged into the EcoTrackly platform, when they select the 'Create Thread' button and fill in the required fields (title and content), then the new thread should be successfully created and visible in the discussion board.
User edits an existing discussion thread to correct information or add new insights.
Given a user has permission to edit their thread, when they select the 'Edit' option for a specific thread and make changes to the title or content, then the updated thread should reflect the changes in the discussion board.
User deletes a discussion thread that they no longer wish to have in the Community Discussion Boards.
Given a user has created a thread, when they select the 'Delete' option and confirm the deletion, then the thread should be permanently removed from the discussion board and no longer visible to other users.
A user is searching for specific threads related to a sustainability practice using tags.
Given multiple threads are tagged with relevant sustainability topics, when the user searches using a specific tag, then the system should display all threads associated with that tag.
User views a thread and wants to see comments and responses for further engagement.
Given a thread has existing comments, when the user selects the thread, then the comments should load and display below the thread content, allowing for easy interaction.
User attempts to create a thread without entering a title or content.
Given a user is logged in and attempts to submit a thread without filling all required fields, then the system should show an error message indicating that all fields are mandatory.
User wants to categorize a thread using relevant tags to increase its visibility.
Given a user is creating a thread, when they add tags to their thread and submit it, then the thread should be searchable by those tags within the Community Discussion Boards.
Commenting and Reply Functionality
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User Story
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As a user, I want to comment on and reply to other users' posts in the Community Discussion Boards so that I can contribute to discussions and deepen my understanding of different sustainability practices.
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Description
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The ability for users to comment on and reply to existing threads is essential for fostering meaningful conversations. This feature will include nested comments, allowing for organized discussions, and make it easier for users to engage with specific points raised by others. Additionally, users will receive notifications of replies to their comments, encouraging active participation. This interaction enhances community engagement and promotes collaborative learning among users.
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Acceptance Criteria
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Commenting on a thread in the Community Discussion Boards.
Given a user is logged into their account, when they navigate to a discussion thread and enter a comment in the comment field, then the comment should be successfully added to the thread and visible to all users.
Replying to an existing comment in a thread.
Given a user has previously commented on a discussion thread, when they click on the 'reply' button associated with an existing comment, enter their response, and submit it, then their reply should be nested under the original comment and visible to all users.
Receiving notifications for replies to comments.
Given a user has commented on a discussion thread, when another user replies to that comment, then the original commenter should receive a notification in their account indicating that there has been a reply.
Viewing nested comments in a thread.
Given a discussion thread contains multiple comments and replies, when a user opens the thread, then they should be able to see comments organized in a hierarchical manner, displaying replies in a nested format under the original comment.
Editing a comment after it has been posted.
Given a user has successfully posted a comment, when they select the 'edit' option for their comment, make changes, and submit the edit, then the updated comment should replace the original comment and be visible in the thread.
Deleting a comment or reply in the Discussion Board.
Given a user has posted a comment or reply, when they choose to delete it, then the comment or reply should be removed from the thread and no longer visible to any users.
Checking for comment moderation.
Given a user posts a comment in the Community Discussion Boards, when they submit the comment, then the comment should be flagged for moderation if it contains inappropriate language or violates community guidelines, and should not be visible to all users until approved.
Search and Filter Options
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User Story
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As a user, I want to search for specific discussions or filter topics in the Community Discussion Boards so that I can quickly find information and insights relevant to my interests.
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Description
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To improve user experience, the Community Discussion Boards must include robust search and filter functionalities, allowing users to easily find relevant discussions based on keywords, tags, or categories. This capability ensures that users can quickly access pertinent information and engage with topics that matter most to them. Efficient search and filtering support user autonomy and enhances overall user satisfaction, helping members feel empowered to navigate community resources effectively.
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Acceptance Criteria
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User searches for sustainability topics related to reducing waste in the Community Discussion Boards.
Given a user is on the Community Discussion Boards, when they enter 'reducing waste' in the search bar and press enter, then the system should return a list of relevant discussions containing the keyword 'reducing waste' within the title or body.
User wants to filter discussions by tags such as 'energy efficiency' or 'reuse' on the Community Discussion Boards.
Given a user is viewing the Community Discussion Boards, when they apply the filters for 'energy efficiency' and 'reuse', then the system should display only the discussions tagged with those two filters.
User is browsing sustainability topics and wants to find discussions from a specific category.
Given a user has selected the 'Best Practices' category from the filter options, when the page refreshes, then the discussions displayed should only belong to the 'Best Practices' category.
User wishes to refine their search results further after performing an initial keyword search.
Given a user performed a search for 'sustainability', when they apply the filter for the '2024' date range, then the results should only display discussions posted in the year 2024.
User practices accessibility by using keyboard navigation to search for discussions.
Given a user is on the Community Discussion Boards, when they navigate through the site using their keyboard and input a search term, then they should be able to execute a search and see results without using a mouse.
User is looking for the most popular discussions related to their interests in sustainability.
Given a user selects the 'Most Liked' filter on the Community Discussion Boards, when the page updates, then the discussions should be sorted by the number of likes in descending order, showing the most liked discussions at the top.
User wishes to save their search criteria for repeated access.
Given a user has executed a search for 'green energy' and applied filters, when they select the 'Save Search' option, then the search criteria should be saved and retrievable in their profile for future use.
Moderation and Reporting Tools
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User Story
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As a moderator, I want to have tools to manage and report inappropriate content in the Community Discussion Boards so that I can maintain a respectful and productive environment for all users.
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Description
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A vital requirement for the Community Discussion Boards is the implementation of moderation and reporting tools. These tools will empower selected community moderators to manage discussions, ensuring that interactions remain respectful and on-topic, while users can report any inappropriate content. This functionality is essential for maintaining a safe and constructive environment where all users feel welcome and valued, thus fostering healthy engagement in sustainability discussions.
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Acceptance Criteria
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Users can access moderation tools within the Community Discussion Boards to manage content effectively.
Given a moderator is logged into the Community Discussion Boards, when they click on the moderation tools section, then they should see options to delete posts, block users, and pin discussions.
Users can report inappropriate content in discussions to maintain a safe community environment.
Given a user views a post, when they click the 'Report' button, then a form should appear allowing them to specify the reason for the report and submit it successfully.
Community moderators should receive notifications when a report is submitted to take appropriate action.
Given a report is submitted, when the moderator accesses the moderation dashboard, then they should see the new report listed with all relevant details including post content and user information.
The system should allow moderators to view the history of actions taken on reported posts.
Given a moderator views the history section, when they select a specific post, then they should see a detailed log of actions taken including who reported the post and what actions were performed.
Community members should be notified when action is taken on a reported post to promote transparency.
Given a user has reported a post, when the moderator takes action on the post, then the reporting user should receive a notification about the outcome of their report.
Moderation tools should provide an analytics dashboard for tracking report trends and user behavior.
Given a moderator accesses the analytics section, when they view the reports overview, then they should see statistics on report frequency, types of reports, and user engagement metrics.
The moderation tools should comply with accessibility standards for all users.
Given the moderation tools interface, when a user interacts with the tools, then they should be fully navigable via keyboard and compliant with screen readers, ensuring accessibility for users with disabilities.
Embedded Resource Sharing
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User Story
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As a user, I want to share links, images, and videos in the Community Discussion Boards so that I can enrich discussions and provide valuable resources to other members.
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Description
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The platform should support embedded links and multimedia sharing within discussion threads. This feature allows users to include videos, images, and links to articles, enhancing the richness of discussions and enabling users to share valuable resources. Providing a diverse range of content formats enriches the learning experience and encourages users to engage with and learn from a variety of sources, thereby broadening the community’s knowledge base.
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Acceptance Criteria
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Users can successfully embed a video link in a discussion thread to share insights on sustainable practices.
Given a user is creating a new discussion thread, when they paste a valid video link in the content, then the video should be displayed and playable within the thread.
A user shares an article link within a discussion thread to facilitate a group analysis on recycling methods.
Given a user is replying to a discussion thread, when they include a valid article link in their reply, then the link should appear clickable and accessible to all thread participants.
A user uploads an image within a discussion thread to illustrate a point about waste reduction strategies.
Given a user is composing a post in a discussion thread, when they upload an image file, then the image should be viewable within the post without distortion or loss of quality.
A user initiates a discussion thread featuring multimedia resources that collectively convey best practices in green energy.
Given a user is creating a discussion thread, when they embed multiple resource types (videos, links, images), then all resources should be correctly formatted and render properly in the thread.
A forum admin wants to verify that multimedia content enhances user interaction on the discussion boards.
Given a discussion thread with multimedia content, when the thread is accessed by other users, then engagement metrics (likes, comments) should show an increase compared to threads without multimedia.
Sustainability Assessment Tools
Interactive assessment tools that enable users to evaluate their organization’s current sustainability practices and identify areas for improvement. By facilitating self-assessment, this feature promotes awareness and encourages organizations to take proactive steps toward enhancing their sustainability strategies.
Requirements
User-Friendly Interface for Assessments
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User Story
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As a sustainability manager, I want an intuitive interface for the sustainability assessment tools so that my team can easily evaluate our practices without extensive training.
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Description
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Develop an intuitive user interface where users can easily navigate through the sustainability assessment tools. The design should ensure that users can access various assessment categories, complete the assessments with minimal friction, and review their input efficiently. Incorporating tooltips and guided prompts will enhance user experience and engagement. This interface is essential for maximizing the usability and overall effectiveness of the assessment tools, enabling organizations to evaluate their sustainability practices without training overhead.
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Acceptance Criteria
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User navigates to the Sustainability Assessment Tools section to perform a self-assessment of their environmental practices.
Given the user is on the EcoTrackly dashboard, when they click on the 'Sustainability Assessment Tools' link, then they should be directed to an interface showcasing all available assessment categories clearly categorized by sustainability focus areas.
User attempts to complete an assessment but encounters tooltips and prompts throughout the process.
Given the user starts an assessment, when they hover over any assessment question or field, then a tooltip should appear providing guidance on how to answer the question or fill the field correctly.
User finishes an assessment and wants to review their selected responses before submission.
Given the user completes all questions in the assessment, when they click the 'Review' button, then all entered responses should be displayed in a summary format for the user to easily verify their answers before final submission.
User uses the assessment tools on a mobile device to evaluate their sustainability practices.
Given the user accesses the EcoTrackly platform on a mobile device, when they navigate to the Sustainability Assessment Tools, then the interface should be fully responsive, maintaining usability and readability without loss of functionality.
User engages with the guided prompts at the beginning of an assessment for assistance.
Given the user selects the 'Start Assessment' button, when the guided prompt appears, then it should effectively describe the purpose of the assessment and provide an estimated time for completion.
User accesses the assessment tools without prior training or support.
Given a new user approaches the EcoTrackly platform, when they start using the Sustainability Assessment Tools, then they should be able to navigate through the assessments and complete them independently without external assistance.
Comprehensive Assessment Criteria
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User Story
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As a business owner, I want comprehensive criteria for sustainability assessments so that I can understand my organization's performance against industry benchmarks and regulatory standards.
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Description
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Establish a set of comprehensive and customizable criteria for evaluating an organization’s sustainability practices across multiple sectors such as energy use, waste management, and carbon footprint. The assessment criteria should be scientifically backed and align with global sustainability standards to ensure credibility and relevance. By providing a robust framework for assessment, organizations can receive actionable insights about their sustainability standing and identify specific areas for improvement.
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Acceptance Criteria
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User conducts a sustainability self-assessment using customizable criteria, allowing for a detailed evaluation of their organization's practices in energy use, waste management, and carbon footprint.
Given that the user has selected customizable assessment criteria, when they complete the assessment, then the system should provide a report that outlines their sustainability performance with actionable insights for improvement.
An organization needs to benchmark its sustainability practices against global standards and obtain a summary of areas needing improvement.
Given an organization's data input, when the assessment is evaluated, then the tool should provide a score aligned with global sustainability metrics and highlight areas for potential enhancement.
The sustainability assessment tool is utilized in a workshop setting, where multiple stakeholders evaluate their practices collaboratively.
Given that multiple users from the same organization are participating, when they input data simultaneously, then the system should accommodate concurrent assessments and generate a comprehensive summary for the group.
A user wants to revise their sustainability assessment criteria after receiving initial feedback from the report.
Given that the user is on the assessment review page, when they modify their criteria selections and resubmit, then the system should recalculate and update the assessment results accordingly.
A user seeks to export their sustainability assessment results for stakeholder presentations or compliance documentation.
Given that the user has completed their assessment, when they select the export option, then the system should allow downloading of the results in multiple formats (PDF, Excel, etc.) with all necessary details included.
A sustainability officer would like to track historical assessment results to identify trends over time.
Given the user accesses the historical assessment dashboard, when they select a specific time frame, then the system should display previous results and trends in sustainability performance clearly.
An organization is applying the assessment tool to initiate a company-wide sustainability strategy meeting.
Given that the assessment tool has been completed by all relevant departments, when the meeting begins, then an executive summary should be available that consolidates all department assessments for discussion.
Real-Time Feedback Mechanism
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User Story
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As an operations manager, I want real-time feedback on my sustainability assessments so that I can quickly adapt our strategies based on actionable recommendations.
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Description
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Implement a real-time feedback mechanism that provides users with instant insights and recommendations as they complete their assessments. This feature should analyze user inputs dynamically and offer tailored suggestions for improvement based on best practices in sustainability. The feedback mechanism will guide users in making informed decisions about their sustainability strategies and foster a more engaged and proactive approach to sustainability initiatives.
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Acceptance Criteria
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User completes a sustainability assessment questionnaire and requires immediate feedback on their responses to identify areas for improvement.
Given a user has submitted their assessment responses, When the response is processed, Then the user receives tailored feedback within 10 seconds highlighting key areas for improvement based on their inputs.
Management reviews the overall sustainability assessment results and wants to see real-time suggestions for enhancing practices based on collective user inputs.
Given multiple assessments have been completed by different users, When management accesses the dashboard, Then they can view aggregated real-time suggestions that reflect common improvement areas across all assessments.
A user seeks clarification on specific feedback provided by the real-time feedback mechanism after completing the assessment.
Given the user has received feedback, When the user clicks on a feedback item for more details, Then the user is presented with clear explanations and references to sustainability best practices.
A user updates their assessment based on initial feedback and wishes to receive updated suggestions.
Given a user updates their assessment responses after initial feedback, When the user resubmits their assessment, Then they should receive updated suggestions within 10 seconds that reflect their new inputs.
The system administrator wants to ensure the feedback algorithm is functioning correctly and providing relevant suggestions.
Given the admin runs a test assessment with known inputs, When the feedback mechanism processes the assessment, Then it produces suggestions that align with predefined expected results based on best practices.
Progress Tracking Dashboard
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User Story
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As a team leader, I want a dashboard to track our sustainability assessment progress so that I can easily communicate our improvements and areas needing attention during team meetings.
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Description
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Create a progress tracking dashboard that allows users to visualize their sustainability assessment journey and improvements over time. The dashboard should display key performance indicators (KPIs), accomplishments based on user inputs, and areas that need attention. This visualization not only motivates users by showing their progress but also helps in monitoring long-term sustainability goals, making it an integral part of the assessment tools.
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Acceptance Criteria
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User accesses the Progress Tracking Dashboard to review their sustainability assessment results and visualizations after completing an initial sustainability assessment.
Given the user has completed a sustainability assessment, when they access the Progress Tracking Dashboard, then they should see a summary of their assessment results visualized through key performance indicators (KPIs) such as energy consumption, waste production, and emissions.
User updates their sustainability practices after receiving recommendations from the dashboard.
Given the user has implemented changes based on the dashboard recommendations, when they re-access the Progress Tracking Dashboard, then they should see updated KPIs reflecting their new sustainability practices and improvements over time.
User wants to understand areas needing improvement from their previous assessments.
Given the user is viewing the Progress Tracking Dashboard, when they look for areas of attention, then they should see clearly identified sections that highlight specific KPIs that are below target or have not improved over the past assessments.
User interacts with the Progress Tracking Dashboard to track their sustainability goals over a defined period.
Given the user specifies a date range on the Progress Tracking Dashboard, when they apply the date filter, then the dashboard should accurately display the KPIs for that period with a clear visual representation of progress towards their sustainability goals.
User shares their sustainability progress with stakeholders using the Progress Tracking Dashboard.
Given the user wants to share their assessment report, when they utilize the sharing feature on the Progress Tracking Dashboard, then they should be able to send a detailed report including visuals and KPIs to stakeholders via email or a downloadable file format.
User attempts to access the dashboard on different devices (mobile, tablet, desktop).
Given the user accesses the Progress Tracking Dashboard from different devices, when they open the dashboard on these devices, then it should display responsively and maintain usability across all devices without loss of functionality.
Exportable Reports for Stakeholders
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User Story
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As a compliance officer, I want to generate exportable reports from the assessment tools so that I can easily share our sustainability performance with stakeholders and ensure compliance with regulations.
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Description
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Facilitate the generation of comprehensive reports based on assessment results that can be exported in various formats (PDF, Excel, etc.). These reports will summarize sustainable practices, identified areas for improvement, and actionable insights. The ability to share these reports with stakeholders helps to enhance transparency in sustainability initiatives and supports compliance requirements, ultimately reinforcing an organization's commitment to sustainability.
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Acceptance Criteria
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Stakeholder Access to Generated Reports
Given the user has completed the sustainability assessment, when they choose to generate a report, then the report should be accessible for download in PDF and Excel formats without errors.
Content Accuracy in Exported Reports
Given the user has submitted their sustainability assessment results, when exporting the report, then the report must accurately reflect the assessment inputs, insights, and identified areas for improvement as per the data inputted.
Compliance Requirements in Reports
Given the organization has to comply with regulatory standards, when the report is generated, then it should include sections specifically addressing compliance with relevant sustainability regulations and metrics.
User-Friendly Report Formatting
Given the user is generating a report, when they open the PDF or Excel file, then the formatting must ensure readability and include visual aids (graphs/charts) that effectively convey sustainability metrics and insights.
Report Sharing Mechanism
Given the user has downloaded the report, when they initiate a report sharing process, then they should be able to share the report easily via email or link without compatibility issues.
Performance of Report Generation
Given the user requests a report generation, when the report is generated, then it should be completed within 2 minutes for standard assessments, ensuring efficiency in the process.
Audit Trail of Generated Reports
Given that reports can be generated multiple times, when a report is created, then an audit trail must be maintained, capturing details of the user, time, and content changes for compliance and accountability purposes.
Real-Time Waste Monitoring
This feature provides continuous tracking of waste generation through smart sensors, allowing organizations to instantly see how much waste is being produced at any given time. Users benefit from immediate insights into waste patterns, enabling them to make data-driven decisions to improve waste management practices and reduce overall waste production.
Requirements
Smart Sensor Integration
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User Story
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As a sustainability manager, I want to integrate smart sensors for waste monitoring so that I can track waste generation in real-time and improve our sustainability practices.
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Description
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This requirement involves the integration of smart sensors capable of detecting various types of waste and monitoring their generation in real-time. The sensors will be installed in waste disposal areas, and their data will automatically feed into the EcoTrackly platform. This functionality will empower businesses to gain immediate visibility into their waste production patterns, enabling them to make informed decisions regarding waste reduction strategies. The data collected will enhance analytics capabilities within EcoTrackly, leading to improved waste management practices and ultimately reducing environmental impacts. The integration should ensure compatibility with existing IoT devices commonly used in environmental monitoring.
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Acceptance Criteria
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Smart sensor installation in waste disposal areas.
Given the smart sensors are installed, when they detect waste being added to the disposal areas, then the sensors must transmit real-time data on waste volume to the EcoTrackly platform within 5 seconds.
Data visualization of detected waste to users.
Given the real-time data from the smart sensors is available, when users access the EcoTrackly dashboard, then they should see a visual representation of waste volume trends over the past 24 hours with hourly intervals.
Compatibility with existing IoT devices.
Given the integration of smart sensors, when they are connected to the EcoTrackly system, then the system must recognize and communicate with at least 95% of existing compatible IoT devices used in environmental monitoring without manual configuration.
Alerts for significant waste generation events.
Given that smart sensors are monitoring waste levels, when waste volume exceeds a predefined threshold, then the system must send an immediate alert to designated users through the EcoTrackly platform and via email.
Long-term data reporting for waste management strategy.
Given the historical data collected by the smart sensors, when users generate a report on waste generation metrics, then the report must include data analytics showing trends over the last month with actionable insights.
User feedback on sensor performance.
Given users are utilizing the smart sensors for waste monitoring, when they provide feedback through the EcoTrackly platform, then their feedback must be recorded and categorized for system improvement analysis.
Waste Pattern Analytics Dashboard
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User Story
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As an operations manager, I want an analytics dashboard that visualizes our waste production data so that I can identify patterns and make informed decisions to reduce our waste.
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Description
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This requirement entails the development of a user-friendly analytics dashboard that visualizes waste data collected from smart sensors. Users will be presented with insightful charts and graphs showcasing trends in waste production over time, comparisons between different segments of the business, and insights into areas for improvement. The dashboard will allow users to filter data by location, waste type, and date ranges, facilitating granular analysis. Providing actionable insights will empower organizations to pinpoint inefficiencies and develop targeted waste reduction initiatives, enhancing their overall sustainability strategy.
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Acceptance Criteria
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User views the Waste Pattern Analytics Dashboard to analyze waste data from multiple locations in their organization.
Given the user is on the Waste Pattern Analytics Dashboard, when they select multiple locations, then the dashboard should display a consolidated view of waste generation data from the selected locations in real-time.
User filters the waste data by waste type to assess specific waste management practices.
Given the user applies a filter for a specific waste type, when they refresh the data, then the dashboard should update to show only data related to the selected waste type within the specified date range.
User generates a report on waste production trends over the last quarter for their management team.
Given the user requests a quarterly report, when they select the 'Generate Report' option, then the system should create a downloadable report in PDF format containing visual charts and graphs exhibiting trends in waste production for the last quarter.
User compares waste production between different segments of their organization to identify the top waste-generating segment.
Given the user accesses the comparison feature on the dashboard, when they select different business segments, then the dashboard should provide side-by-side visual comparisons highlighting the waste production metrics for each segment.
User wishes to view real-time alerts for waste generation exceeding a set threshold.
Given the user has set a waste generation threshold, when waste production exceeds this threshold, then the dashboard should display a real-time alert notifying the user of the exceedance.
User navigates the dashboard on a mobile device to ensure responsiveness and usability.
Given users access the Waste Pattern Analytics Dashboard on various mobile devices, when they interact with the dashboard, then all features and visualizations should display correctly and function seamlessly, preserving user experience.
User seeks to understand the historical waste trends to inform future sustainability initiatives.
Given the user selects a date range for historical data view, when they analyze the displayed waste trend graphs, then the graphs should accurately reflect the waste production patterns as per the chosen date range, providing insights into areas for improvement.
Real-Time Alerts for Excess Waste Generation
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User Story
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As a waste management coordinator, I want to receive real-time alerts when our waste generation exceeds certain levels so that I can quickly address the issues and minimize waste.
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Description
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This requirement includes the functionality to set up real-time alerts that notify users when waste generation surpasses predefined thresholds. Alerts will be sent via email or push notifications to ensure immediate awareness of any spikes in waste production. This proactive approach enables businesses to investigate the cause of excessive waste generation and implement immediate corrective actions, fostering a responsive waste management culture. Additionally, users should have the flexibility to customize alert thresholds based on their objectives and past data trends.
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Acceptance Criteria
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User sets a custom alert threshold for waste generation and receives the alert when the threshold is exceeded.
Given a user has accessed the alert settings, when the user sets a threshold of 100 kg of waste generation, then the system must send an email and a push notification when waste generation exceeds 100 kg within the monitoring period.
Business receives a real-time alert when waste generation exceeds the set threshold during peak hours.
Given the waste generation threshold is set at 150 kg, when the waste generation during peak hours exceeds this threshold, then the system must trigger an alert within 5 minutes of the threshold being exceeded, notifying all registered users via email and push notifications.
User views the historical alert data to analyze waste generation trends over time.
Given the user has access to the historical data section, when the user filters the alerts by the last 30 days, then the system must display all the alerts triggered within that period, including the date, time, and amount of waste generated.
User changes the alert threshold and verifies if the alert system reflects the updated threshold.
Given the user has updated the alert threshold to 200 kg, when the user attempts to trigger an alert by generating 210 kg of waste, then the system must send an alert according to the updated threshold within 5 minutes.
System allows users to customize notification preferences for different alert types.
Given the user is on the notification settings page, when the user selects to receive SMS notifications in addition to email alerts for waste generation alerts, then the system must successfully save the settings and send an SMS notification upon the next alert triggering.
User tests the alert system with a simulated waste spike to ensure functionality of alerts.
Given the user accesses the testing feature to simulate a waste spike event, when the simulation indicates a waste generation of 250 kg, then the system must send an immediate alert and log the alert event correctly in the alert history.
Regulatory Compliance Reporting
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User Story
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As a compliance officer, I want to generate automated reports for waste management so that I can ensure we meet regulatory requirements without manual overhead.
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Description
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This requirement focuses on the integration of a reporting feature that automatically compiles waste data into compliance reports for regulatory bodies. Users will be able to generate extensive reports that outline waste generation, disposal methods, and any relevant recycling initiatives. This feature will streamline the compliance process, reducing the time and effort required for documentation and audits. By maintaining accurate records effortlessly, businesses will not only stay compliant with environmental regulations but also demonstrate their commitment to sustainability to stakeholders.
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Acceptance Criteria
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Data Compilation for Monthly Regulatory Reporting
Given that the user accesses the compliance reporting feature, when they select the date range for the report, then the system should compile and populate the report with waste generation data for that specific period.
Downloadable Compliance Reports
Given that the user has generated a compliance report, when they click the 'Download' button, then the system should provide the report in a PDF format for easy sharing and submission to regulatory bodies.
Automatic Data Accuracy Validation
Given that the waste data has been compiled, when the user reviews the report, then the system should highlight any discrepancies or missing data to ensure that the report is accurate before submission.
Integration with Regulatory Database
Given that a report is generated, when the user opts to submit the report, then the system should automatically send the report to the relevant regulatory database without manual intervention.
User Access Permissions for Report Generation
Given that the user is logged in, when they attempt to generate a compliance report, then the system should verify that the user has the necessary permissions to access and create the reports.
Yearly Compliance Summary Reports
Given that the user selects the annual reporting option, when they generate the report, then the system should compile waste generation data from all months of that year for comprehensive annual insights.
User Training and Help Resources
Given that the user is new to the compliance reporting feature, when they access the help section, then the system should provide clear instructions and resources for using the reporting functionality effectively.
Historical Data Analysis for Continuous Improvement
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User Story
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As a sustainability analyst, I want to analyze historical waste data to evaluate our progress and enhance our ongoing waste management strategies so that we can continuously improve our sustainability efforts.
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Description
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This requirement involves developing a feature that allows users to analyze their historical waste data over different timeframes. Users will be able to identify long-term trends and assess the effectiveness of past waste management initiatives. The ability to compare historical data with current data will provide valuable insights into whether strategies have led to genuine improvements or if further adjustments are needed. This analysis will support an ongoing culture of continuous improvement in sustainability efforts across the organization.
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Acceptance Criteria
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User accesses the Historical Data Analysis feature to compare waste data from the past quarter to the previous year.
Given a user has logged into EcoTrackly, when they navigate to the Historical Data Analysis section and select a custom date range for the past quarter and previous year, then the system should display a side-by-side comparison of total waste generated, categorized by type of waste, without errors.
User analyzes historical waste data to identify trends over the last five years.
Given a user is in the Historical Data Analysis feature, when they select a timeframe covering the last five years, then the system must show a visual representation (graph or chart) of waste trends, highlighting any significant increases or decreases in waste production by month.
User assesses the effectiveness of past waste management initiatives using historical data.
Given a user has selected specific past waste management initiatives for comparison, when they click on the 'Analyze' button, then the system should provide a detailed report indicating changes in waste generation before and after each initiative, including percentage improvement and any relevant metrics.
User exports historical waste data for external reporting.
Given a user is viewing historical waste data, when they select the export option and choose the file format (CSV or PDF), then the system should generate the report successfully and allow the user to download it without data loss or formatting issues.
User receives alerts for anomalies detected in historical waste data trends.
Given the system is monitoring historical waste data, when it identifies an anomaly or significant deviation from typical patterns, then it should automatically send a notification to the user highlighting the specific issue and suggesting a review of current practices.
User filters historical data by specific waste categories for in-depth analysis.
Given a user is in the Historical Data Analysis section, when they apply filters for specific waste categories (e.g., organic, recycled, hazardous), then the system should only display data relevant to the selected filters and update the visualizations accordingly.
User accesses help documentation related to the Historical Data Analysis feature.
Given a user is in the Historical Data Analysis section, when they click on the help icon, then the system should show relevant documentation that provides clear instructions and examples on how to use the feature effectively.
Automated Waste Reports
Generates comprehensive waste reports automatically, summarizing data on waste generation, types, and disposal methods. This feature saves users time and effort by eliminating the need for manual data compilation, allowing them to easily review their waste management performance and identify areas for improvement.
Requirements
Automated Waste Data Collection
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User Story
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As a sustainability manager, I want automated data collection for waste management so that I can eliminate manual entry errors and save time in gathering accurate waste data.
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Description
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This requirement entails the development of a system within EcoTrackly that automatically collects waste generation data from various sources such as IoT-enabled sensors, user inputs, and external databases. This automated collection will streamline the data entry process, reduce human error, and ensure that the most current data is available for reporting. By providing real-time data, this feature will enhance users' ability to monitor their waste management practices and make informed decisions based on accurate information.
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Acceptance Criteria
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Automated data collection from IoT-enabled sensors across various waste disposal points in a corporate facility.
Given IoT-enabled sensors are installed, when waste is disposed of, then the system should automatically record the waste volume and type in real-time with 95% accuracy.
Integration of user inputs for manual waste entries by facility managers when sensors may not be available.
Given a facility manager has access to the EcoTrackly system, when they input waste data manually, then the system should save the entry and update the report accurately within 10 seconds.
The system pulls data from external databases for waste management compliance reporting.
Given the integration with external waste management databases, when the report is generated, then it should include data from these sources with at least 99% completeness.
Generation of automated summaries of historical waste data for quarterly reports.
Given historical data is available, when a user requests a quarterly waste summary, then the system should generate a report that includes total waste generated, average waste types, and disposal methods used.
System alerts for discrepancies between collected data and predicted waste generation trends.
Given collected waste data and established trends, when discrepancies exceed a predefined threshold, then the system should send an alert to the designated users for review.
User feedback mechanism for improving the automated data collection process based on user experiences.
Given users have interacted with the automated waste data collection system, when they provide feedback, then the system should log this feedback and notify the development team for potential improvements.
Real-time data visualization dashboard for tracking waste generation metrics.
Given real-time waste data is collected, when a user accesses the dashboard, then it should display up-to-date metrics on waste generation, type distribution, and trends for the past 30 days.
Customizable Waste Report Templates
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User Story
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As a compliance officer, I want to customize my waste reports so that I can present the data in a way that meets the specific requirements of regulatory bodies and internal stakeholders.
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Description
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This requirement focuses on enabling users to create customizable templates for their automated waste reports. Users should be able to select specific data points, visualizations, and layout options to tailor reports according to their needs. Customizable templates will allow organizations to present waste management data in a way that best suits their stakeholders, ensuring clarity and effectiveness in communication.
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Acceptance Criteria
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User creates a customizable waste report template to include specific data points and visualizations relevant to their organization’s waste management practices.
Given the user is on the report template creation page, when they select the data points and visualizations they desire, then the template should save these selections for future reports and display a preview of the template layout.
User edits an existing waste report template to modify the title and layout options before generating a report.
Given the user has selected an existing template, when they change the title and rearrange the layout options, then the template should update to reflect these changes and allow the user to generate a report using the newly updated template.
User generates a waste report using a customized template with the specified data points, ensuring the report reflects real-time data accurately.
Given the user selects a customized template and initiates a report generation for the selected time frame, when the report is generated, then it should accurately display the selected data points along with relevant visualizations based on real-time data.
User shares a customized waste report template with colleagues for feedback and collaboration prior to finalizing a report.
Given the user has a customized template open, when they choose to share the template via email with specified colleagues, then the selected colleagues should receive an email with a link to view and provide feedback on the template.
User views a historical waste report generated using a customized template to evaluate performance over time.
Given the user has generated a historical report using a customized template, when they access the report, then they should see clearly formatted data, visualizations, and any applied filters from the time of report generation, allowing for effective performance evaluation.
User receives guidance on how to create and customize waste report templates as part of the onboarding process.
Given a new user is onboarding into the EcoTrackly platform, when they access the help section for report templates, then they should see step-by-step guidance and tips for creating and customizing waste report templates effectively.
Real-time Waste Analytics Dashboard
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User Story
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As an operations manager, I want a real-time analytics dashboard for waste management so that I can quickly visualize trends and make timely decisions to improve our sustainability efforts.
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Description
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This requirement involves the creation of a real-time analytics dashboard that presents waste generation, types, and disposal methods visually and intuitively. The dashboard should leverage advanced data visualization techniques to provide users with insights at a glance, making it easier for businesses to identify trends, monitor progress over time, and efficiently manage resources for waste reduction.
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Acceptance Criteria
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Waste Analytics Dashboard displays real-time waste generation data for the past week.
Given that a user is logged into EcoTrackly, when they navigate to the Waste Analytics Dashboard, then the dashboard should present real-time data for waste generation, including total volume and types of waste generated over the last seven days.
User can filter waste data by type and disposal method on the dashboard.
Given a user is viewing the Waste Analytics Dashboard, when they apply filters to display data by waste type and disposal method, then only the relevant data should be displayed, accurately reflecting the user's selections.
Dashboard provides visual representations of waste data over time for trend analysis.
Given the Waste Analytics Dashboard is loaded, when the user selects a time range for analysis (e.g., weekly, monthly, quarterly), then the dashboard should display corresponding visual representations (graphs, charts) of waste data trends for the selected period.
User receives alerts for any significant increase in waste generation detected through the dashboard.
Given the Waste Analytics Dashboard is active, when there is a 20% increase in waste generation compared to the previous month, then the user should receive an automated alert notification via email and within the platform indicating the increase and suggesting actions to investigate.
Dashboard allows users to export waste reports in various formats.
Given the user is on the Waste Analytics Dashboard, when they select the export option, then they should be able to choose from multiple formats (e.g., PDF, CSV, XLSX) for the waste report and successfully download the selected format without errors.
User can customize the layout and components of the Waste Analytics Dashboard.
Given the user is on the Waste Analytics Dashboard, when they access customization options, then they should be able to modify the layout by moving, adding, or removing dashboard components (widgets) and save their preferences for future sessions.
Integrated Compliance Reporting Feature
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User Story
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As a regulatory compliance specialist, I want the reporting feature to include compliance checks so that I can automatically ensure that our waste management practices align with legal standards.
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Description
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This requirement calls for an integrated reporting feature that automatically aligns waste reports with local and international environmental regulations. By incorporating compliance parameters into the automated reports, EcoTrackly will help businesses ensure that they adhere to relevant laws and standards, reducing the risk of penalties and enhancing their credibility in sustainability practices.
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Acceptance Criteria
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Automated compliance report generation after the end of each month for all registered waste types.
Given that the month has ended, when the user requests the automated waste compliance report, then the system should generate a report that includes compliance with local and international regulations for all registered waste types including recycling rates, disposal methods, and penalties if applicable.
User customization for specific regulations in waste reports by region or industry.
Given that the user has specified their region and industry type, when the user generates a compliance report, then the system should apply region-specific and industry-specific compliance criteria in the report, ensuring accuracy and relevancy.
Integration with IoT data streams for real-time waste measurement and reporting.
Given that the IoT devices are actively collecting data on waste generation, when the user accesses the compliance report feature, then the system should reflect real-time data in the waste reports, showing current compliance status against set regulations.
Set up alerts for compliance violations based on automated reports.
Given that the compliance report indicates a potential violation of regulations, when the report is generated, then the system should trigger an alert to the user, detailing the violation and suggesting corrective actions.
Multi-language support for compliance reports to accommodate international users.
Given that the user selects a preferred language, when the report is generated, then the generated compliance report should be presented in the selected language without loss of detail or accuracy.
Scheduled automated report delivery to stakeholders.
Given that the user has configured the report delivery settings, when the reporting period ends, then the system should automatically email the compliance report to the specified stakeholders at the scheduled time.
Historical compliance report access for trend analysis.
Given that the user wants to analyze past reports, when the user accesses the compliance reporting feature, then the system should provide a historical view of compliance reports for previous reporting periods, enabling trend analysis.
User Training and Support Module
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User Story
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As a new user of EcoTrackly, I want access to training resources for the automated waste reporting feature so that I can understand all the functionalities and optimize my use of the platform.
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Description
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This requirement is aimed at developing a comprehensive training and support module for users of the automated waste reporting feature. This module should include guides, tutorials, and FAQs that empower users to maximize the benefits of automated reporting, helping them understand how to leverage the data effectively and resolve potential issues quickly.
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Acceptance Criteria
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User navigates to the training and support module for the automated waste reporting feature after logging into EcoTrackly.
Given the user is logged into EcoTrackly, when they click on the 'Training and Support' section, then they should see a list of training resources including guides, tutorials, and FAQs related to automated waste reports.
User reviews a tutorial on how to interpret automated waste reports within the training and support module.
Given the user selects a tutorial about interpreting automated waste reports, when they initiate the tutorial, then the tutorial should load within 5 seconds and be fully interactive with step-by-step instructions.
User searches for specific FAQs in the training and support module regarding automated waste report issues.
Given the user types a keyword related to their issue into the FAQ search bar, when they press enter, then they should see at least three relevant FAQs listed that address their query.
User completes a training module on automated waste report features and functionalities.
Given the user has finished reading through the training module, when they reach the end of the module, then they should see a completion certificate available for download, along with a feedback form to assess the training content.
User encounters a technical issue while using automated waste reporting and looks for support.
Given the user is experiencing a technical issue, when they navigate to the support section and fill out the contact form, then they should receive an acknowledgment email within 2 hours confirming their request for support.
User accesses the training module on best practices for waste management reporting.
Given the user opens the 'Best Practices' training module, when they view the content, then the module should include at least 5 actionable tips supported by data visualizations to enhance understanding.
Recycling Optimization Insights
Analyzes waste composition and suggests customized recycling solutions based on the materials being disposed of. By providing actionable insights, this feature empowers organizations to enhance their recycling practices, reduce landfill waste, and comply with sustainability goals more effectively.
Requirements
Material Identification Algorithm
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User Story
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As a waste management coordinator, I want to automatically identify the materials in our waste so that I can receive precise recycling recommendations that fit our specific waste composition.
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Description
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Develop an advanced algorithm that accurately identifies and categorizes various materials within waste streams. This requirement involves integrating machine learning techniques to enhance the precision of identification based on visual and compositional analysis. The algorithm will contribute significantly to the overall effectiveness of the Recycling Optimization Insights feature by enabling users to receive tailored recycling advice based on accurate waste composition analysis.
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Acceptance Criteria
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Material identification for organic waste processing at a waste management facility.
Given a waste sample containing multiple materials, when the Material Identification Algorithm is applied, then it accurately categorizes organic materials in at least 95% of cases as per the pre-defined classification standards.
Real-time identification of recyclables during a corporate event using mobile devices.
Given a smartphone equipped with the EcoTrackly app, when the user scans a waste item, then the app identifies the material and suggests the correct recycling bin with a confidence level of at least 90%.
Monthly reporting of recycling efficiencies for an organization based on waste analysis.
Given the processed data from the Material Identification Algorithm, when generating the monthly report, then the report includes a breakdown of material categories and recycling rates that align with actual disposal data with less than 5% variance.
Integration of the Material Identification Algorithm with IoT sensors deployed in waste bins.
Given IoT sensors are deployed in waste bins, when the Material Identification Algorithm processes data collected from the sensors, then it should correctly identify and report the waste composition within a 10-second response time for at least 90% of the samples.
User feedback on the effectiveness of recycling recommendations provided by the EcoTrackly system.
Given a user utilizes recycling recommendations, when the user submits feedback via the EcoTrackly dashboard, then at least 80% of users report that the recommendations are relevant and implementable based on their experience.
Cross-validation of the Material Identification Algorithm's performance against manual sorting results.
Given a set of waste samples sorted manually, when the results from the Material Identification Algorithm are compared, then the algorithm's accuracy should match or exceed manual sorting accuracy by at least 15% in diverse waste streams.
Machine learning model updates based on incorrect identification cases.
Given instances of incorrect material identification, when these cases are fed back into the model for retraining, then the algorithm's accuracy should improve by at least 10% on subsequent evaluations of the same waste types.
Customization of Recycling Recommendations
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User Story
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As an environmental officer, I want to receive customized recycling recommendations that comply with local regulations so that I can ensure our recycling practices meet legal requirements while maximizing efficiency.
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Description
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Implement a system that generates customized recycling recommendations based on the identified materials and local recycling policies. This feature will analyze local regulations and recycling capabilities, ensuring that the suggestions are not only actionable but also compliant with regional sustainability laws. This will enable organizations to optimize their recycling efforts while adhering to necessary legal frameworks.
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Acceptance Criteria
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User uploads a waste composition report detailing various materials, including plastics, paper, and metals, to the EcoTrackly platform for recycling recommendations.
Given a waste composition report is uploaded, when the system processes the report, then it should generate a list of customized recycling recommendations tailored to the materials identified in the report, including information on how to dispose of each type based on local regulations.
A sustainability manager reviews the recycling recommendations output by the EcoTrackly platform to ensure they align with local recycling policies and capacities.
Given a set of recycling recommendations are generated, when the sustainability manager reviews them, then all recommendations should indicate whether they are compliant with local regulations, with clear references to applicable laws for each material type listed.
The system updates its database with new local recycling policies and guidelines based on ongoing changes in regional laws.
Given updated local recycling policies are provided, when these are uploaded to the EcoTrackly system, then the system should refresh the existing recommendations and modify them to align with the latest regulations.
Users receive notifications for compliance deadlines related to recycling based on their customized recommendations.
Given a user has active recycling recommendations, when a compliance deadline approaches, then the user should receive a notification detailing the actions required to remain compliant with local recycling laws.
A user queries the system for the most effective recycling methods for a specific material type, such as glass or organic waste.
Given a query for recycling methods is made, when the user searches for a specific material type, then the system should return a ranked list of the most effective local recycling methods tailored to that material's composition and regional capabilities.
Reports are generated post-implementation to evaluate the effectiveness of the recycling recommendations given over the previous quarter.
Given the time period of the previous quarter has passed, when the user generates an effectiveness report, then the report should summarize the waste reduction achieved and any enhancements in recycling rates based on the customized recommendations provided.
Users access the user interface to view and interact with their recycling insights and recommendations.
Given the user is logged into the EcoTrackly platform, when they navigate to the Recycling Optimization Insights section, then they should see a clear visual representation of their recycling performance metrics along with interactive elements to view recommended actions.
Data Visualization Dashboard
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User Story
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As a sustainability manager, I want to access a visual dashboard of our recycling insights so that I can quickly understand our recycling effectiveness and make informed decisions about our waste management strategies.
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Description
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Create an intuitive dashboard that visualizes recycling insights, including waste composition, suggested recycling strategies, and progress tracking over time. This visual representation will enhance user engagement and understanding of recycling practices, allowing users to identify trends and areas for improvement easily. The dashboard should be user-friendly and interactive, catering to diverse user roles with varying data needs.
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Acceptance Criteria
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User accesses the Recycling Optimization Insights dashboard to view visualized data regarding their organization's waste composition and suggested recycling strategies.
Given a user is logged into EcoTrackly, when they navigate to the Recycling Optimization Insights dashboard, then they should see a user-friendly interface displaying waste composition data represented through charts and graphs, as well as a list of customized recycling suggestions.
User interacts with the dashboard to filter waste composition data based on various parameters such as time period, waste type, and recycling strategy.
Given that the dashboard is displayed, when the user applies filters for waste type and time period, then the displayed data should update in real-time to reflect the selected criteria without any delay or errors.
User tracks the progress of recycling efforts over time using visual indicators on the dashboard.
Given the user has defined a specific time frame for tracking, when they view the dashboard, then they should see a visual representation of progress indicators that compare current recycling rates to previous time frames, clearly showing improvements or declines.
A user clicks on a suggested recycling strategy to learn more about its implementation requirements and expected benefits.
Given the user on the dashboard sees a list of suggested recycling strategies, when they click on one of the strategies, then they should see a detailed view that includes implementation steps, required materials, expected benefits, and links to additional resources, presented in an organized manner.
Different user roles access the dashboard to view tailored insights relevant to their responsibilities.
Given a user with a specific role (e.g., manager, operations, compliance officer), when they access the dashboard, then they should see insights tailored to their role that include relevant metrics and suggestions for improving recycling practices that align with their responsibilities.
User checks the dashboard for compliance reporting data required for regulatory submissions.
Given that the user is preparing for a compliance report, when they access the Recycling Optimization Insights dashboard, then they should see summary metrics and downloadable reports that align with regulatory requirements, clearly marked with relevant deadlines and compliance statuses.
Integration with IoT Devices
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User Story
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As an operations manager, I want our recycling optimization tool to integrate with our IoT devices so that we can receive real-time insights and recommendations based on live data from our recycling processes.
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Description
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Facilitate seamless integration with IoT devices used in waste sorting and recycling processes. This requirement focuses on creating APIs that allow for real-time data sharing between EcoTrackly and IoT devices. By leveraging real-time data, the recycling optimization feature can adapt its recommendations dynamically, improving accuracy and effectiveness depending on current operational conditions.
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Acceptance Criteria
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Integration with IoT devices for real-time waste analytics.
Given an IoT device is connected to EcoTrackly, when waste data is collected, then the data must be available in the EcoTrackly dashboard within 1 minute for analysis.
Adaptive recommendations based on live data.
Given real-time data from IoT devices, when waste composition changes, then EcoTrackly must update recycling suggestions accordingly within 5 minutes.
API functionality for IoT data sharing.
Given a new IoT device is integrated, when the data is sent via API, then EcoTrackly should receive and log the data without errors in 99% of instances.
User notification for recycling insights.
Given data is received from IoT devices, when significant changes in waste composition are detected, then users should receive a notification within 10 minutes detailing the recommended actions.
Historical data comparison for recycling metrics.
Given multiple data points collected from IoT devices, when analyses are performed, then users should be able to compare at least three months of recycling metrics and generate reports without issues.
Data visualization for real-time updates on waste management.
Given data from IoT devices, when viewed in EcoTrackly, then users should see an up-to-date visualization of waste management performance that refreshes every minute.
Testing IoT device compatibility.
Given an IoT device is integrated with EcoTrackly, when compatibility tests are run, then at least 95% of devices should successfully report data without configuration issues.
User Feedback Mechanism
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User Story
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As a program administrator, I want to provide feedback on recycling suggestions to improve their relevance and effectiveness, ensuring that the system evolves based on real user experiences.
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Description
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Establish a feedback mechanism that allows users to evaluate the effectiveness of the recycling suggestions they implement. This two-way communication channel will enable the system to learn from user experiences and improve future recommendations. By incorporating user input, EcoTrackly can continuously refine its insights and remain responsive to user needs and challenges.
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Acceptance Criteria
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User provides feedback on recycling suggestions after implementing new practices in their organization.
Given a user has implemented recycling suggestions provided by EcoTrackly, when the user submits feedback on the effectiveness of these practices through the feedback mechanism, then the system captures and stores this feedback accurately for future analysis.
System analyzes user feedback and adjusts future recycling suggestions based on effectiveness ratings.
Given that user feedback has been submitted, when the feedback is analyzed by the system, then the system should update the recycling suggestions algorithm to reflect the knowledge gained from user experiences, ensuring suggestions are more tailored and effective.
User receives confirmation of feedback submission and insights on its impact on future recommendations.
Given a user has submitted feedback through the mechanism, when the submission is successful, then the user should receive a confirmation message detailing how their feedback will influence future recycling suggestions and improvements in the system.
User accesses historical feedback data to review past suggestions and effectiveness ratings.
Given a user wants to view their past feedback, when they navigate to the feedback history section, then they should see a comprehensive list of their submitted feedback, including suggestions implemented and their corresponding effectiveness ratings.
System provides users with the option to rate the recycling suggestions on a scale of 1-5 after implementation.
Given a user has implemented a recycling suggestion, when they are prompted to rate the suggestion, then the user should be able to submit a rating between 1 and 5, and the system should store this rating for analysis.
System generates a report on overall user satisfaction with recycling suggestions based on aggregated feedback.
Given that multiple users have submitted feedback, when the system compiles this feedback, then it should generate a report summarizing user satisfaction ratings and qualitative comments, highlighting trends and areas for improvement.
Sustainability Reporting Toolkit
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User Story
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As a compliance officer, I want to easily generate reports on our recycling performance and sustainability compliance so that I can present our progress to stakeholders and meet regulatory requirements.
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Description
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Develop a toolkit that facilitates automated reporting on recycling efforts and compliance with sustainability goals. This feature will aggregate data from the recycling insights and generate comprehensive reports that can be shared with stakeholders. Reports will include metrics on waste reduced, recycling rates, and compliance with local regulations, simplifying the reporting process for organizations seeking to demonstrate their environmental commitment.
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Acceptance Criteria
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Automated generation of sustainability reports based on real-time analytics of recycling efforts.
Given that the user has access to the Sustainability Reporting Toolkit, when they request a report for a specific period, then the system should automatically generate a report that includes metrics on waste reduced, recycling rates, and compliance with local regulations, formatted in a clear and structured manner.
Accessing the reporting toolkit for stakeholders to review recycling metrics.
Given that a stakeholder has the appropriate permissions, when they access the Sustainability Reporting Toolkit, then they should be able to view the latest report and all historical reports regarding recycling efforts, waste production, and compliance metrics.
Customizing report content based on user requirements.
Given that the user is preparing a report, when they select metrics to include in the report, then the system should allow them to customize the report by choosing which metrics to display and should save those preferences for future reports.
Sharing generated reports with external stakeholders via email.
Given that a report has been generated, when the user selects the share option and inputs email addresses, then the system should successfully send the report to the specified email addresses and provide a confirmation message.
Ensuring compliance data is up-to-date and accurate in the reports.
Given that the system aggregates data from the recycling insights, when a report is generated, then the compliance metrics included in the report should reflect the most current data available from local regulations and standards.
Tracking user engagement with the reports generated.
Given that a report has been accessed, when a user opens the report, then the system should log this interaction and provide analytics on report access frequency and user engagement levels.
Waste Pattern Visualization
Utilizes advanced data visualization techniques to display waste generation trends and patterns over time. Users can customize the dashboards to easily identify spikes in waste production and correlate them with specific activities or processes, enabling targeted interventions to minimize waste.
Requirements
Real-time Waste Tracking
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User Story
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As a facility manager, I want to track waste generation in real-time so that I can quickly address issues and minimize waste production immediately.
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Description
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The Real-time Waste Tracking requirement allows users to monitor waste generation as it happens, providing instantaneous data feeds from IoT sensors deployed throughout the facility. This capability enhances the user’s ability to react promptly to waste spikes, facilitating immediate interventions. By integrating this functionality with the existing Waste Pattern Visualization feature, it empowers businesses to not only visualize trends but also correlate them with real-time data, leading to informed decision-making and enhanced sustainability efforts.
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Acceptance Criteria
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Real-time monitoring of various waste types during peak operation hours.
Given that the IoT sensors are installed and operational, when waste is generated, then the system should display real-time waste data within 5 seconds on the dashboard.
Integration of real-time waste data with historical waste patterns to identify trends.
Given that both real-time and historical data are available, when a spike in waste generation occurs, then the system should automatically highlight the correlation on the Waste Pattern Visualization dashboard.
Customization of the dashboard to focus on specific waste categories or sources.
Given the user has access to customize the dashboard, when they select particular waste categories, then the dashboard should reflect only data related to those categories in real-time.
User alerts for significant waste spikes detected in real-time.
Given that the system is monitoring waste generation, when waste exceeds a predefined threshold, then a notification should be sent to the user via email and the dashboard.
Access to detailed reports based on real-time waste data for sustainability reporting.
Given that the user has generated a report from the dashboard, when the report is requested, then it should include real-time waste tracking data and historical comparisons for the selected period.
Ability to visualize waste reductions over time correlating to specific interventions.
Given that interventions have been implemented, when the user views the Waste Pattern Visualization, then it should show a clear trend indicating reductions in waste corresponding to those interventions.
User ability to review and analyze waste generation data by facility or department.
Given that multiple facilities or departments are tracked, when the user selects a specific facility or department, then the dashboard should update to display only the waste generation data for that selected unit in real-time.
Customizable Trend Analysis
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User Story
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As a sustainability officer, I want to customize waste trend analysis dashboards so that I can focus on relevant data and make strategic decisions for waste reduction initiatives.
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Description
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Customizable Trend Analysis enables users to tailor the timeframes and metrics displayed in the Waste Pattern Visualization dashboards. This flexibility allows businesses to focus on specific periods (such as quarterly or annually) and to analyze particular waste sources. By allowing users to customize their analytics, this requirement facilitates a deeper understanding of waste patterns, helping organizations identify and implement targeted strategies for waste reduction.
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Acceptance Criteria
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User selects a custom date range and metrics to analyze waste production over the last quarter.
Given the Waste Pattern Visualization dashboard is open, When the user selects a custom date range for the last quarter and chooses specific waste metrics, Then the dashboard should display accurate waste generation trends for the selected time frame and metrics.
User modifies the default metrics to visualize waste data for a specific waste source during a selected timeframe.
Given the dashboard is set to display default metrics, When the user changes the selected metrics to focus on a specific waste source and applies a timeframe, Then the dashboard must update instantly to reflect the new metrics and timeframe without errors.
User wants to save their customized dashboard settings for future analyses.
Given the user has customized the Waste Pattern Visualization dashboard, When the user clicks 'Save Settings,' Then the system should successfully save the current configuration and allow the user to retrieve it later from the dashboard settings menu.
User analyzes waste patterns to identify correlations between waste spikes and operational activities.
Given the user has selected a custom date range and metrics, When the user identifies a spike in waste generation, Then the dashboard provides contextual information linking operational activities to the waste spikes, enabling targeted action.
User checks the dashboard performance when custom timeframe and metrics are applied.
Given a custom date range and metrics have been applied to the dashboard, When the user interacts with the dashboard, Then the response time should not exceed 2 seconds for any user request.
User utilizes documentation to understand the customizable features of the Waste Pattern Visualization dashboard.
Given that the user is on the help or documentation page, When they search for information about customizing the Waste Pattern Visualization, Then they should find clear, comprehensive documentation outlining how to customize the timeframes and metrics.
Automated Reporting Alerts
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User Story
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As an environmental compliance manager, I want to receive automated alerts for excessive waste generation so that I can act quickly and ensure we adhere to our sustainability targets.
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Description
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Automated Reporting Alerts initiative includes setting up threshold-based notifications that alert users when waste generation exceeds predefined limits. This feature helps stakeholders stay informed about their waste management performance without manually checking dashboards. By receiving alerts, users can promptly investigate incidents that require action, significantly improving their response time to waste management challenges and ensuring compliance with sustainability goals.
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Acceptance Criteria
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User receives an automated alert when waste generation exceeds the predefined threshold during a routine business operation report.
Given a predefined waste generation threshold is set, when waste output exceeds this threshold, then an automated alert is sent to the user via email and in-app notification.
User customizes the alert settings for different thresholds based on varying business operations.
Given a user accesses the alert settings, when they set specific threshold values for different types of business operations, then the system saves these settings and applies them accordingly.
A user must be able to disable an existing alert for specific waste generation thresholds.
Given a user views their active alerts, when they select an alert to disable, then the alert is successfully disabled and is no longer active for waste generation notifications.
A report is generated and sent to stakeholders summarizing alert notifications over a specified period.
Given a period is selected, when the report is generated, then it includes all alerts sent during that period and summarizes the waste generation events associated with those alerts.
User verifies the accuracy of the waste generation data accompanying the alert notification.
Given a user receives an alert, when they review the detailed report linked in the alert, then the report reflects accurate waste generation data for the time period preceding the alert.
Users can configure escalations for alerts that have not been acknowledged within a certain timeframe.
Given a user is managing alert settings, when they configure escalations for unacknowledged alerts, then the system sends follow-up notifications until the alert is acknowledged.
Multiple users receive alerts for the same threshold breach to ensure team awareness and prompt action.
Given an alert is triggered for exceeding a waste generation threshold, when the alert is sent, then it is successfully delivered to all designated users' email addresses and in-app notifications.
Integrative Benchmarking Tools
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User Story
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As a business analyst, I want to benchmark our waste metrics against industry standards so that I can identify areas for improvement and enhance our sustainability practices.
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Description
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Integrative Benchmarking Tools functionality compares an organization's waste data against industry standards and competitors. This requirement provides a contextual understanding of performance, allowing users to see how their waste management efforts stack up in relation to peers. It enhances the decision-making process by promoting industry best practices, encouraging organizations to strive for sustainability leadership.
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Acceptance Criteria
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User accesses the Integrative Benchmarking Tools feature to compare their organization's waste data against industry standards during a quarterly sustainability review meeting.
Given the user is logged into EcoTrackly, when they navigate to the Integrative Benchmarking Tools dashboard, then they must be able to view their waste data alongside industry benchmark data within 5 seconds.
A user customizes their benchmarking report by selecting specific industry categories and time frames to analyze waste management performance compared to their competitors.
Given the user selects relevant filters for industry category and time frame, when they generate the report, then the output must display comparative metrics within 10 seconds, accurately reflecting the selected criteria.
During a training session, a new user learns how to utilize the Benchmarking Tools to identify trends in their waste generation compared to peers in similar sectors.
Given the user is on the training module for the Benchmarking Tools, when they complete the training and pass the assessment, then they should demonstrate the ability to generate a benchmarking report independently, achieving at least 80% on the assessment.
An organization wants to visualize key performance indicators (KPIs) derived from benchmarking data during an executive strategy meeting.
Given the user has access to the KPI dashboard, when they request the benchmarking data visualization, then the system must present data in an understandable graphic format, enabling the user to extract insights within 15 seconds.
Users need to export the benchmarking report findings for presentation purposes to stakeholders.
Given the user has generated a benchmarking report, when they click the export button, then the system must allow the report to be exported in PDF and Excel formats without errors, ensuring all visualizations and data are included.
A user relies on the benchmarking tools to set waste reduction targets which align with industry best practices.
Given the user accesses the 'Set Targets' feature post-benchmark analysis, when they input their desired waste reduction percentage, then the system must provide actionable recommendations tailored to their current waste generation patterns.
An organization reviews the impact of its recent waste reduction initiatives by utilizing the benchmark comparison over the past year.
Given the organization has implemented waste reduction initiatives, when they analyze the benchmark data for the last year, then they must identify at least three areas of improvement as indicated by the system's comparative analysis report.
Historical Data Comparison
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User Story
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As a sustainability consultant, I want to compare our current waste data with historical data so that we can measure the effectiveness of our waste reduction strategies and plan future actions accordingly.
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Description
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Historical Data Comparison enables users to analyze waste patterns by comparing current data with historical data. This feature allows businesses to assess progress over time, identify long-term trends, and measure the impact of implemented waste reduction strategies. It enhances the Waste Pattern Visualization by providing users with a historical context that can inspire strategic future initiatives and long-term sustainability goals.
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Acceptance Criteria
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Waste Pattern Visualization Historical Data Reference Use Case
Given the user has access to the Waste Pattern Visualization dashboard, when they select a specific date range for current data, then they should be able to compare it against historical waste data for the same date range, displaying clear visualizations of both sets of data side by side.
Trends Analysis with Historical Data
Given the user is analyzing waste data in the dashboard, when they apply filters for particular categories of waste, then they must be able to view a graphical representation of waste generation trends comparing current data to historical data over the selected period.
Identifying Impact of Waste Reduction Strategies
Given the user has implemented a waste reduction strategy, when they view the historical comparison feature, then the dashboard should highlight changes in waste generation before and after the strategy implementation with measurable metrics for effective evaluation.
User Customization of Historical Data Views
Given the user is using the historical data comparison feature, when they customize the dashboard view with specific parameters (like waste type, time frame, etc.), then the visualizations should accurately reflect the applied customizations and maintain data integrity.
Accessibility of Historical Comparisons for Reporting
Given the user needs to create a report, when they generate a historical data comparison summary, then the report must include both visual graphs and numerical data that are readily exportable in PDF and CSV formats for easy sharing and documentation.
Real-time Updates of Historical Data
Given the system is connected to IoT devices tracking waste, when new waste data is ingested, then the historical comparison analysis should be automatically updated to reflect the most current data alongside historical figures without needing manual refresh by the user.
Alerts and Notifications
Sends real-time alerts for unusual waste generation levels or discrepancies in expected waste patterns. This proactive feature helps organizations respond promptly to potential issues, such as overproduction or contamination, ensuring a swift resolution and adherence to sustainability benchmarks.
Requirements
Real-Time Monitoring
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User Story
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As a waste management officer, I want to monitor waste generation levels in real-time so that I can promptly identify and address any discrepancies that may indicate overproduction or contamination.
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Description
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The Real-Time Monitoring requirement involves integrating a system that continuously tracks and analyzes waste generation levels and patterns as they occur. This feature will utilize IoT sensors to gather data instantaneously, allowing businesses to gain immediate insights into their waste metrics. By implementing this system, organizations can proactively identify anomalies in their waste production, ensuring that they stay within sustainability benchmarks. The anticipated outcome is to enhance operational awareness and enable quicker decision-making processes regarding waste management, ultimately facilitating better compliance with environmental regulations and reducing operational inefficiencies.
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Acceptance Criteria
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Integration of IoT sensors for real-time waste monitoring in manufacturing facilities.
Given the IoT sensors are installed and calibrated, when waste generation occurs, then the system must record waste levels every minute with 95% accuracy.
Alert system triggers when unusual waste generation patterns are detected based on historical data.
Given historical waste generation data is accessible, when waste generation exceeds the typical range by 20%, then an alert must be sent to designated personnel within 5 minutes.
Real-time dashboard displays current waste generation levels and anomalies.
Given the real-time monitoring system is active, when a user accesses the dashboard, then the current waste levels and any anomalies must be displayed within 3 seconds.
System generates automated reports on waste trends and anomalies for quarterly analysis.
Given the monitoring system has collected data for 3 months, when a user requests a report, then a comprehensive report summarizing waste trends and anomalies must be generated within 10 seconds.
Notification system for immediate action during waste generation discrepancies.
Given a discrepancy is detected, when the system identifies an anomaly in waste pattern, then a notification should be sent via email and SMS to the appropriate staff within 2 minutes.
Training for staff on how to interpret real-time waste data and alerts.
Given the alert system is in place, when training sessions are conducted, then at least 90% of staff must demonstrate understanding of the alert system and real-time monitoring tools in a follow-up assessment.
User access controls for monitoring waste data and alert settings.
Given the admin panel is functional, when a user attempts to access monitoring data or alert settings, then the system must enforce role-based access control according to predefined user permissions.
Automated Alerts System
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User Story
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As a compliance officer, I want to receive automated alerts when waste generation exceeds expected thresholds so that I can take immediate action to mitigate potential issues and maintain compliance.
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Description
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The Automated Alerts System requirement entails the development of a notification mechanism that triggers alerts based on predefined thresholds for unusual waste generation or significant deviations from expected patterns. This feature will leverage data analytics to establish benchmarks and will automatically notify relevant stakeholders, such as waste managers or compliance officers, through various channels like email, SMS, or in-app notifications. By implementing this system, organizations will ensure they are alerted to potential issues as soon as they arise, allowing for a swift response which is crucial for maintaining sustainability goals and avoiding compliance penalties.
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Acceptance Criteria
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Real-time alert generation when waste exceeds predefined thresholds.
Given a predefined threshold for waste generation, When actual waste exceeds this threshold, Then an alert should be sent to the designated stakeholders within 5 minutes.
Notification delivery through multiple channels.
Given the alert is triggered, When it is sent, Then the notification should be delivered via email, SMS, and in-app notification to all relevant stakeholders without delay.
Impact assessment of alert triggers on operations.
Given an alert is sent due to unusual waste generation, When the relevant stakeholders receive the alert, Then a follow-up report should be required to assess the operational impact within 24 hours.
Customizable alert thresholds for different waste types.
Given that different types of waste have varying thresholds, When setting up the alert system, Then users should be able to customize thresholds for each waste type in the system settings.
Alerts history log for compliance auditing.
Given multiple alerts generated by the system, When an alert is triggered, Then it should be logged in a historical record that is accessible for compliance auditing with timestamps and details of the event.
Testing the accuracy of alert triggers against historical data.
Given historical waste generation data, When the automated alerts system is tested, Then it should accurately trigger alerts based on events that occurred previously with a minimum accuracy rate of 90%.
Feedback mechanism for alert effectiveness.
Given an alert has been sent and addressed, When stakeholders resolve the issue, Then they should be able to provide feedback on the alert's effectiveness which is recorded in the system for future improvements.
Customizable Alert Settings
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User Story
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As a sustainability manager, I want to customize alert settings so that I can tailor notifications according to my organization's unique waste management strategies and operational dynamics.
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Description
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The Customizable Alert Settings requirement enables users to define and modify the parameters for alerts based on their specific needs and sustainability objectives. This feature allows organizations to customize alert thresholds, notification channels, and the severity of alerts, ensuring that the notifications they receive are relevant and actionable. By providing this level of customization, users can align the alert system with their operational processes, enhancing the effectiveness of the alerts. The expected outcome is to improve user engagement with the alerts, ensuring that relevant stakeholders are informed in a timely manner and can respond appropriately to issues.
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Acceptance Criteria
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User Customizes Alert Thresholds for Waste Generation Levels
Given the user is logged into EcoTrackly and navigates to the alert settings page, when they set a waste generation threshold of 500 kg/day and save the settings, then the system should reflect the new threshold and allow alerts to trigger if waste levels exceed this amount.
User Selects Notification Channels for Alerts
Given the user is on the alert settings page, when they select email and SMS as their preferred notification channels, then alerts should be sent through both channels whenever a threshold is crossed.
User Sets Severity Levels for Different Alerts
Given the user is customizing alert settings, when they assign a severity level of 'Critical' to contamination alerts and 'Warning' to overproduction alerts, then the system should categorize and prioritize notifications accordingly based on these severity levels.
User Tests Customized Alert Settings
Given the user has customized alert settings, when they simulate a waste generation event that exceeds the defined threshold, then the system should trigger an alert and notify the user through their selected channels.
User Edits Existing Alert Settings
Given the user wishes to update their alert settings, when they change the waste generation threshold from 500 kg/day to 700 kg/day and save these changes, then the system should update the threshold and send confirmation of the update.
User Verifies Alert Logging Functionality
Given the user has activated alert settings, when they check the alert log after a waste generation incident, then the system should display a record of all triggered alerts, including timestamps and severity levels.
User Receives Alerts Across Devices
Given the user has set up alerts for waste thresholds, when an alert is triggered, then the user should receive notifications on all configured devices (desktop, mobile app, email).
Historical Data Analysis
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User Story
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As a data analyst, I want to analyze historical waste generation data so that I can identify trends and inform our future waste management initiatives.
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Description
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The Historical Data Analysis requirement focuses on developing functionality that allows users to review and analyze past waste generation data to identify trends and patterns over time. This feature will enable organizations to conduct comparative analysis, observe improvements or deterioration in waste management performance, and fine-tune their sustainability strategies. By building this capacity for historical data analysis into the platform, users will not only be able to comply with reporting requirements but also drive continuous improvement initiatives based on empirical data. The anticipated outcome is to equip organizations with the insights needed for strategic decision-making in sustainability efforts.
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Acceptance Criteria
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User requests to view historical waste generation data for the past 12 months to identify trends for quarterly sustainability reporting.
Given the user is on the Historical Data Analysis page, when they select a 12-month period and click 'Generate Report', then the system should display a report containing waste generation data with visualizations of trends over the selected period.
A sustainability manager wants to compare waste generation data from this quarter against the same quarter from the previous year to assess performance improvements.
Given the user selects the current and previous year's same quarter, when they click 'Compare', then the system should present a comparative analysis report highlighting percentage changes and graphical representations of the data.
An organization is seeking to identify patterns of waste generation in relation to the implementation of new operational practices.
Given the user has logged in and is accessing the Historical Data Analysis features, when they filter the data by operational practices implemented, then the system should return only the waste generation data relevant to those practices, along with trend analysis.
A compliance officer needs to review historical data for its accuracy before submitting a report to regulatory bodies.
Given the user is on the review page for historical data, when they select any specific data set, then the system should allow viewing of individual data points with options to edit or annotate discrepancies, and save these changes.
A user wants to visualize historical data patterns using various graphical formats for better presentation in stakeholder meetings.
Given the user selects the historical data analysis feature, when they choose different visualization options (like bar chart, line graph, or pie chart), then the system should render the selected data in the chosen graphical format accurately.
The environmental director aims to analyze changes in waste generation after a specific operational change was implemented.
Given the user inputs the date of the operational change and requests a historical analysis, when they generate the report, then the system should illustrate the waste generation trend before and after the operational change date.
A stakeholder wants to extract a combined report of historical waste generation, operational improvements, and compliance status for an annual sustainability review.
Given the user requests a comprehensive report, when they select relevant parameters and click 'Generate Report', then the system should compile a PDF that includes historical waste data, operational changes, and a section on compliance status with appropriate summaries.
User Access Control for Alerts
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User Story
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As an IT administrator, I want to manage user access for alert notifications so that I can ensure only authorized staff can modify alert settings and access sensitive data.
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Description
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The User Access Control for Alerts requirement establishes permissions and roles for who can create, modify, and receive alerts within the system. This feature ensures that only authorized personnel have the ability to change alert settings and receive notifications. Establishing these controls is essential for security and operational integrity, reducing the risk of unauthorized modifications that could lead to missed alerts or information breaches. The expected outcome is greater accountability and security in the alert management process, ultimately enhancing the overall robustness of the alerting system.
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Acceptance Criteria
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User Role Management for Alert Settings
Given a user with administrative privileges, when they access the alert settings page, then they should have the ability to create, modify, or delete alert configurations as necessary.
Notification Receipt for Authorized Users
Given a user who is authorized to receive alerts, when an alert is triggered due to unusual waste generation, then that user should receive the notification via their preferred communication method (email, SMS, etc.).
Unauthorized User Access Prevention
Given a user without the necessary permissions, when they attempt to access the alert settings page, then they should be denied access with a message indicating insufficient permissions.
Audit Trail of Alert Modifications
Given the alert management system, when a user with appropriate permissions modifies an alert setting, then the system logs the change with user details and timestamps for auditing purposes.
Customizable Notification Settings
Given an authorized user, when they access their notification settings, then they should be able to customize the frequency and channels for receiving alert notifications according to their preferences.
Default Alert Settings for New Users
Given that a new user is created in the system, when they access the alert settings for the first time, then they should see default alert settings applied, which can be modified based on their role permissions.
Role-Based Access Control Validation
Given a user who belongs to a specific role, when they view the alert settings page, then they should see only the alert options that align with their designated role's permissions within the system.
Sustainability Benchmarking
Compares waste metrics against industry standards and best practices, providing organizations with a clear understanding of their waste performance relative to peers. This benchmarking feature fosters a competitive spirit and encourages continuous improvement by highlighting areas for enhancement.
Requirements
Real-time Waste Metrics Dashboard
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User Story
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As a sustainability manager, I want a real-time waste metrics dashboard so that I can monitor our waste production continuously and identify trends that may necessitate immediate action.
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Description
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The Real-time Waste Metrics Dashboard requirement entails the development of a dynamic user interface that displays waste generation data in real-time. It should aggregate data from various sources, including IoT devices and user inputs, providing visualizations such as charts and graphs for easy interpretation. This dashboard serves to empower organizations by delivering actionable insights into waste production patterns, enabling them to make informed decisions and implement timely interventions to reduce waste. Additionally, it can integrate with existing reporting tools and comply with sustainability standards, making the data more accessible and actionable for stakeholders.
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Acceptance Criteria
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Real-time waste data visualization for operational decision-making.
Given that a user is logged into EcoTrackly, when they access the Real-time Waste Metrics Dashboard, then they should see updated waste generation data visualized in charts and graphs that refresh at least every 5 minutes.
User access and data segmentation in the waste metrics dashboard.
Given that multiple user roles exist within EcoTrackly, when a user with 'view only' access logs into the Real-time Waste Metrics Dashboard, then they should only see data relevant to their department and not have the ability to edit or delete any information.
Integration of IoT device data for comprehensive waste tracking.
Given that IoT devices are connected to EcoTrackly, when waste data is generated from these devices, then this data should be accurately reflected in the Real-time Waste Metrics Dashboard within 3 minutes of its collection.
Compliance reporting and standard adherence for sustainability metrics.
Given that the dashboard displays real-time waste metrics, when a user generates an automated compliance report, then the report should meet the latest sustainability standards and guidelines, and be exportable in at least two formats (PDF, CSV).
User-friendly interface and navigability of the dashboard.
Given that a user accesses the Real-time Waste Metrics Dashboard, when they interact with the dashboard, then they should be able to navigate between different metrics and visualizations within 3 clicks.
Alerts for waste production thresholds exceeded.
Given that a user has set specific waste threshold levels, when waste generation data exceeds these thresholds, then an automated alert should be sent to the user via email within 1 minute.
Historical data analysis and trend visualization.
Given that the dashboard aggregates data over time, when a user selects a time range for analysis, then they should be able to view historical trends in waste generation for the selected period in a clear graphical format.
Industry Standards Comparison Module
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User Story
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As a business owner, I want to compare our waste metrics against industry standards so that I can assess our performance and pinpoint areas that need improvement to stay competitive.
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Description
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The Industry Standards Comparison Module requirement focuses on creating a feature that allows users to compare their waste metrics against established industry standards and best practices. This module will provide benchmarking data, highlighting key performance indicators (KPIs) in relation to peers in the same sector. It is essential for organizations to understand how their waste management practices stack up against industry norms, enabling them to identify areas for improvement. The module will include customizable reports and visual aids to facilitate understanding and aid in strategic planning.
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Acceptance Criteria
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User views a benchmarking report that compares their waste metrics to industry standards.
Given the user is logged into EcoTrackly and has accessed the sustainability benchmarking feature, when they select the comparison report for their sector, then the report displays relevant industry standards and metrics in a clear format, allowing for direct comparison with user data.
User customizes a benchmarking report to focus on specific waste metrics relevant to their organization.
Given the user has navigated to the customization options for the benchmarking report, when they select specific waste metrics and apply filters for timeframes, then the customized report reflects only the selected metrics and displays results accurately based on the given parameters.
A user generates a report that highlights key areas for improvement based on benchmarking data.
Given the user accesses the benchmarking report, when they review the key performance indicators (KPIs), then the report identifies at least three specific areas for improvement compared to industry standards, and suggests actionable recommendations for each area.
User shares a benchmarking report with team members.
Given the user has completed the benchmarking report, when they choose to share it via email, then the report is sent to the specified team members with a link that allows them to view the report online without compromising data security.
User receives notifications on performance trends relative to industry standards.
Given the user has opted in for notifications, when the system analyzes quarterly performance data, then the user receives alerts on significant changes in their waste metrics relative to industry standards at least 24 hours before the next scheduled report generation.
Admin reviews user feedback on the benchmarking feature.
Given the admin accesses the feedback section of the application, when they sort through user feedback regarding the benchmarking feature, then they find at least ten unique pieces of feedback that highlight user experiences, suggestions for improvements, or issues encountered.
Automated Reporting Generation
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User Story
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As a compliance officer, I want automated sustainability reports so that I can ensure timely submission to regulatory bodies without the risk of human error.
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Description
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The Automated Reporting Generation requirement involves the creation of a feature that automates the process of generating comprehensive sustainability reports based on real-time data collected from various sources. These reports will include detailed analyses on waste metrics, energy consumption, and carbon emissions, tailored to meet regulatory compliance and organizational needs. This feature will not only save time for users but also enhance the accuracy of reporting, allowing for greater transparency when sharing sustainability performance with stakeholders and partners.
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Acceptance Criteria
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Automated Reporting Generation for Monthly Sustainability Report
Given real-time data collected for the month, when the user requests an automated monthly sustainability report, then the system should generate a report within 5 minutes that includes waste metrics, energy consumption, and carbon emissions, complete with visualizations and analytics.
Comparison of Generated Report to Regulatory Standards
Given an automated report generated for compliance, when the report is reviewed, then the report should meet all regulatory standards for sustainability reporting, with no missing required metrics according to the guidelines provided.
User Customization of Report Parameters
Given that a user is setting up the automated report, when they customize the parameters for the report (such as date range, specific metrics, and audience), then the system should save these preferences and apply them in future report generations without user intervention.
Distributed Reporting to Stakeholders
Given the automated report has been successfully generated, when the user selects stakeholders to receive the report, then the system should distribute the report to the selected stakeholders via email within 10 minutes of generation.
Accuracy Validation of Report Data against Raw Data
Given a generated sustainability report, when a user compares the report metrics against the raw data, then the report should accurately reflect the data, with discrepancies not exceeding 5% for any metric reported.
Accessibility Features in Generated Reports
Given that the report is generated, when a user opens the report, then it should be accessible, including functionalities like screen reader compatibility and alternative text for all visual elements, ensuring it meets accessibility standards.
Audit Trail of Report Generation
Given that a report has been generated, when an administrator retrieves the generation history, then the system should provide an audit trail that includes the timestamp of generation, the user who requested it, and any customization details applied to the report parameters.
Predictive Analytics for Waste Reduction
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User Story
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As a data analyst, I want predictive analytics for waste reduction so that I can anticipate waste production trends and propose effective strategies to minimize our environmental impact.
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Description
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The Predictive Analytics for Waste Reduction requirement encompasses developing a predictive modeling engine that analyzes historical waste data to forecast future trends and potential spikes in waste generation. This functionality will help organizations proactively manage their waste production by identifying the factors that could lead to increased waste. By leveraging machine learning techniques, the tool can suggest targeted strategies for waste minimization, ensuring organizations can effectively plan and implement sustainability initiatives.
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Acceptance Criteria
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Users can access predictive analytics to view projected waste generation based on historical data and defined variables.
Given historical waste data is available, when the user queries the predictive analytics tool, then the system shall display forecasted waste metrics for the next quarter with at least 90% accuracy based on historical trends.
Users receive recommendations for waste reduction strategies based on predictive analytics outputs.
Given a predictive model has generated waste forecasts, when the user views the analytics report, then the system shall provide at least three actionable strategies for waste minimization relevant to the forecasted data.
Users can export predictive analytics reports in various formats for internal sharing and compliance reporting.
Given the user has generated a predictive analytics report, when the user selects the export option, then the system shall allow the report to be exported in at least three formats (PDF, Excel, CSV) without data loss.
Users can customize the parameters used in the predictive modeling to tailor outputs according to specific organizational needs.
Given the user wants to customize parameters, when the user adjusts the input variables for the predictive model, then the system shall re-calculate and display updated forecasts reflecting the new parameters immediately.
Users can review the predictive analytics outputs for accuracy and identify potential spikes in waste generation.
Given a predictive analytics report is available, when the user examines the output, then the system should highlight any predicted spikes in waste generation that exceed previous thresholds by at least 20% for easy identification.
Users can integrate predictive analytics with real-time data from IoT devices to improve accuracy.
Given IoT devices are connected and sending real-time waste data, when the predictive model recalculates based on this data, then the forecasts should adapt dynamically within a specified time frame of less than 5 minutes.
Customizable Benchmark Alerts
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User Story
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As an environmental officer, I want customizable benchmark alerts so that I can be notified immediately when our waste metrics exceed acceptable limits and take action to rectify the situation.
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Description
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The Customizable Benchmark Alerts requirement aims to provide users with the ability to set personalized thresholds and receive alerts when their waste metrics deviate from predefined benchmarks. This feature will facilitate proactive management of waste practices by notifying users of potential issues before they escalate. Custom alerts will be customizable by waste type, frequency, and severity, allowing stakeholders to respond promptly and effectively to enhance their sustainability efforts.
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Acceptance Criteria
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User sets customizable alerts for waste metrics exceeding industry benchmarks.
Given the user has access to the Customizable Benchmark Alerts feature, when they set a threshold for a specific waste type, then the system should allow the user to save these settings and enable alerts.
User receives an alert notification when waste metrics exceed the set threshold.
Given the user has configured their alert settings, when the waste metric for the selected type exceeds the set threshold, then the system should send an alert notification via email and in-app message.
User modifies the frequency of alert notifications for different waste types.
Given the user has created customizable alerts, when they change the notification frequency for a waste type, then the system should update the alert settings accordingly and confirm the change with the user.
User configures alert severity levels for waste metrics based on compliance needs.
Given the user is setting up flexible alerts, when they assign severity levels (high, medium, low) to different waste metrics, then the system should implement these levels to determine alert escalation.
User reviews the alert history to assess past waste metric violations.
Given the user has received alerts for waste metric deviations, when they access the alert history feature, then they should see a chronological list of all past alerts, including metrics and severity levels.
System integrates with IoT devices to pull real-time waste metrics for alerts.
Given the user's IoT devices are connected to EcoTrackly, when waste metrics are updated, then the system should automatically adjust alerts based on real-time data.
User tests the alert system by simulating waste metric deviations.
Given the user wants to ensure alerts are functioning, when they simulate a deviation within the metrics system, then the user should receive a test alert within the predetermined parameters.
User-Defined Goals and Tracking
Allows users to set specific waste reduction goals and track progress over time. This feature not only promotes accountability but also motivates teams by visualizing their successes, ultimately supporting a culture of sustainability within the organization.
Requirements
Custom Goal Definition
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User Story
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As an environmental manager, I want to set custom waste reduction goals for my team so that we can have a clear focus on sustainability and measure our progress effectively.
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Description
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Users must be able to define custom waste reduction goals through a guided setup process that allows them to specify measurable targets, deadlines, and categories (e.g., recycling, waste reduction). This capability enhances user engagement by making sustainability efforts personalized and relevant, while providing a clear framework for accountability. These goals will integrate with EcoTrackly's analytics to provide real-time tracking and feedback on performance against these benchmarks, fostering a culture of ownership and accountability among teams.
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Acceptance Criteria
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User creates a custom waste reduction goal during the guided setup process.
Given a user is on the goal creation page, when they input a target value, deadline, and select a category, then the goal should be saved and appear in the user's goal list.
User attempts to define a goal without entering all required fields.
Given a user tries to create a goal without filling in the target value, then an error message should notify the user to complete all required fields before saving.
User wants to edit an existing waste reduction goal.
Given a user selects an existing goal from their goal list, when they update the target value or deadline and save the changes, then the updated goal should reflect the new values in the user's goal list.
User views the progress of their defined goals over time.
Given a user has defined one or more waste reduction goals, when they access the progress report page, then the system should display a visual representation of their progress towards each goal over the specified timeframe.
User wants to delete a custom waste reduction goal.
Given a user views their list of goals, when they select a goal and choose to delete it, then the goal should be removed from their goal list and confirmation of the deletion should be displayed.
User receives feedback on their goals based on real-time data from EcoTrackly analytics.
Given a user has defined a waste reduction goal, when EcoTrackly analyses the current data related to that goal, then the user should receive automated feedback regarding their performance against the target.
Progress Visualization Dashboard
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User Story
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As a team leader, I want to see our waste reduction progress displayed on a dashboard so that I can quickly understand our performance and motivate my team with visible results.
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Description
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The platform will feature a customizable dashboard that visualizes waste reduction progress in real-time. This dashboard should offer graphs, charts, and other visual tools to allow users to monitor their achievements against their defined goals. By displaying data visually, users will be more motivated to engage with their sustainability goals, see the impact of their efforts, and identify areas for improvement. The integration with existing analytics and IoT data feeds will provide accurate and impactful insights, making sustainability reporting easier and more compelling.
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Acceptance Criteria
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User views the Progress Visualization Dashboard after setting a waste reduction goal to see real-time progress.
Given a user has set a waste reduction goal, When they access the Progress Visualization Dashboard, Then they should see real-time data visualizations displaying their current waste reduction progress against the defined goal.
User interacts with graph elements on the dashboard to receive detailed insights about waste reduction efforts.
Given a user is on the Progress Visualization Dashboard, When they click on any graph element, Then a detailed breakdown of data points must appear, showing trends and historical data related to waste reduction efforts.
User wants to customize the dashboard to prioritize certain visual elements that reflect their waste reduction strategy.
Given a user is on the Progress Visualization Dashboard, When they attempt to customize their dashboard layout by adding or removing visual elements, Then the dashboard should successfully save and reflect those changes in real-time.
User requires historical waste reduction data for compliance reporting purposes from the dashboard.
Given a user is on the Progress Visualization Dashboard, When they select a date range for historical data, Then the dashboard should display visualizations with accurate waste reduction metrics for that specified date range.
User accesses the dashboard on different devices and expects consistency in data presentation.
Given a user accesses the Progress Visualization Dashboard on a mobile device or tablet, When they log in, Then the dashboard should present the same visualizations and functionality as on a desktop version, ensuring a responsive design.
User notices discrepancies between the dashboard data and actual waste production figures.
Given a user finds discrepancies in the reported waste reduction data, When they initiate a data refresh on the dashboard, Then the displayed data must accurately reflect the latest updates from the IoT and analytics integrations without anomalies.
User wants to share their waste reduction achievements with their team through the dashboard.
Given a user is viewing the Progress Visualization Dashboard, When they select the option to share their achievements, Then they should be able to generate a report or a link that summarizes their progress and allows for easy sharing with their team.
Goal Reminders and Notifications
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User Story
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As a sustainability coordinator, I want to receive reminders about our waste reduction goals so that I can ensure my team stays on track and meets our commitments.
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Description
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Implement a notification system that sends timely reminders and updates regarding users' waste reduction goals. Notifications should be customizable in terms of frequency and the type of information shared (e.g., progress updates, milestone achievements, deadlines). This feature will keep users engaged, prompt necessary actions to meet their goals, and help maintain focus on sustainability initiatives, ensuring that users are consistently reminded of their commitments and successes.
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Acceptance Criteria
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User sets a waste reduction goal of 20% for the next quarter and configures reminder notifications in the application.
Given the user has set a waste reduction goal of 20%, when the user selects a reminder frequency of weekly, then the system should send a notification every week to remind the user of their progress towards the goal.
A user receives a notification when they reach a milestone of 10% waste reduction.
Given the user has a goal of reducing waste by 20% and has reached a 10% reduction, when the milestone is achieved, then the system should send a congratulatory notification acknowledging the 10% milestone and encouraging the user to continue.
User modifies notification settings to receive monthly updates instead of weekly reminders.
Given the user previously set notifications to weekly, when the user changes the notification frequency to monthly, then the system should update the reminder settings and confirm the change with a notification saying they will now receive monthly updates.
A user wants to turn off notifications temporarily without deleting their goal.
Given the user has an active waste reduction goal and wants to pause notifications, when the user selects the option to turn off notifications, then the system should stop sending reminders and confirm that notifications are paused without deleting the goal.
A user checks their notification history for past alerts regarding their waste reduction goal.
Given the user wants to review past notifications, when the user navigates to the notification history section, then the system should display a complete log of all notifications sent regarding the user's waste reduction goal.
The user receives a final reminder two days before the end of the goal period.
Given the user has a goal that is set to end in two days, when the two-day mark is reached, then the system should send a final reminder notification alerting the user that their goal period is ending soon and prompting them to check their progress.
Users are notified of any updates or changes in the goal settings.
Given the user makes changes to their waste reduction goal, when these changes are saved, then the system should automatically send a notification to the user informing them of the updated goal settings and any relevant changes in their progress tracking.
Team Collaboration Features
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User Story
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As a project manager, I want my team to collaborate on waste reduction goals so that we can leverage everyone's strengths and ideas to achieve our sustainability targets more effectively.
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Description
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Enable features that facilitate collaboration among team members in achieving waste reduction goals. This could include shared goal settings, discussions, and progress notes that can be documented and accessed by all relevant team members. By fostering teamwork, this requirement addresses the need for collective effort in sustainability initiatives, promoting an inclusive culture where everyone's input is valued and utilized toward shared goals, ultimately enhancing the impact of environmental efforts across the organization.
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Acceptance Criteria
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Team members can collaboratively set and edit waste reduction goals in EcoTrackly, ensuring all inputs are taken into consideration.
Given a team member accesses the goal-setting feature, when they input a new waste reduction goal, then the goal is saved and accessible by all team members in real-time with appropriate notifications.
Team members can log discussions and updates related to waste reduction goals in a shared space within the platform, promoting continuous communication.
Given a team member adds a discussion point or update, when they click ‘save’, then the entry is recorded and visible to all relevant team members, with timestamps for each entry.
Team members can view visual progress reports on shared waste reduction goals to understand collective achievements over time.
Given a user requests a progress report, when the report is generated, then it accurately reflects the cumulative waste reduction progress and displays visual graphs accessible to all team members.
Users can receive notifications related to updates on waste reduction goals, ensuring timely participation and awareness among team members.
Given a team member receives an update on a goal, when the update is made, then an automated notification is sent to all related team members without any delays.
Team members can document and share their input on waste management initiatives, fostering inclusive participation in goal achievement.
Given a team member submits their input on the initiative, when the input is published, then it is visible to all team members with options to comment or react to the feedback.
Users can view a history of revisions made to any shared waste reduction goal, allowing accountability and reflection on changes.
Given a user wants to see the revision history, when they access the revisions, then a list of all changes with timestamps and authors is displayed clearly.
Team members can evaluate the effectiveness of their collaboration on waste reduction goals through metrics displayed on EcoTrackly.
Given the collaboration metrics dashboard is accessed, when the evaluation is performed, then it shows specific metrics such as average goal achievement rates and participation levels of all team members.
Reporting and Compliance Integration
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User Story
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As a compliance officer, I want to generate reports on our waste reduction efforts so that we can demonstrate our commitment to sustainability and comply with relevant regulations.
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Description
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Develop a reporting module that allows users to generate detailed reports on their waste reduction progress, which can be used for compliance with environmental regulations or sustainability initiatives. The integration of this module should allow users to compile data automatically from their tracked goals and produce reports in various formats (e.g., PDF, CSV) for submission to stakeholders. This feature is crucial for businesses aiming for transparency and accountability in their sustainability efforts, ensuring they can share their advances and stay compliant with industry standards.
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Acceptance Criteria
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User generates a monthly report for internal review to assess the progress toward waste reduction goals.
Given the user has logged in and navigated to the reporting module, when they select the 'Generate Monthly Report' option and specify the desired date range, then the system should compile the tracked data and download it in PDF format without errors.
A compliance officer requires a report to submit to regulatory authorities on waste reduction metrics.
Given the user is logged in to the system, when they select 'Generate Compliance Report' and choose the required format (CSV or PDF), then the report generated must include all relevant data fields as per regulatory requirements and be downloadable successfully.
Management wants to visualize the team’s performance in waste reduction over a fiscal quarter.
Given the user selects 'Quarterly Performance Report' and the fiscal quarter period accurately, when the report is generated, then it should display a graphical representation of waste reduction trends compared to previously set goals.
The sustainability team needs to share progress with stakeholders via email.
Given the user has generated a report, when they choose the 'Share Report' option and input email addresses, then the system should automatically send the report as an attachment to the specified email addresses without any errors.
The user wants to review historical data to improve waste reduction strategies.
Given the user selects 'Historical Data Report' option, when they specify the date range and select 'Generate', then the system must output a comprehensive report that includes metrics from the selected timeframe and allows for data export in CSV format.
A stakeholder requests real-time updates on waste reduction progress.
Given the user accesses the dashboard, when they enable 'Real-Time Data Update' option, then the system should display the latest data on waste reduction in a user-friendly format with auto-refresh capabilities every minute.
Risk Predictor
Utilizing advanced machine learning algorithms, the Risk Predictor feature foresees potential compliance violations by analyzing historical data and current operating conditions. This proactive approach allows organizations to address compliance challenges before they escalate, significantly reducing the risk of legal penalties and enhancing overall operational integrity.
Requirements
Automated Data Ingestion
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User Story
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As a compliance officer, I want the system to automatically ingest data from multiple sources so that I can have an accurate and comprehensive view of our compliance status without spending time on manual data entry.
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Description
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The Automated Data Ingestion requirement focuses on seamlessly integrating various data sources within EcoTrackly, allowing users to automatically pull in historical and real-time data for compliance analysis. This functionality will enhance the predictive capabilities of the Risk Predictor feature by providing comprehensive datasets without manual input. It will facilitate the reliability of the compliance predictions and improve user efficiency by minimizing the time spent on data collection. Further, the integration needs to accommodate IoT devices, APIs, and manual uploads, ensuring a versatile and user-friendly approach to data handling.
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Acceptance Criteria
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Automated Data Ingestion from IoT Devices
Given the system is configured to connect with IoT devices, when new data is generated by the devices, then the data should automatically be ingested into the EcoTrackly platform within 5 minutes without manual intervention.
Data Integration from APIs
Given that an API endpoint is available, when a request is made to the API, then the historical and real-time data must be pulled and integrated into EcoTrackly with a success rate of at least 95%.
Manual Data Upload Functionality
Given the user has CSV data files ready for upload, when the user uploads the files through the EcoTrackly interface, then the system should successfully process and integrate the data within 2 minutes, with user prompts indicating success or errors.
Data Validation Checks post-Ingestion
Given new data has been ingested into the system, when the data validation checks are run, then 100% of data fields must meet predefined quality standards (e.g., format, range) without any errors.
Real-time Data Utilization by Risk Predictor
Given the Automated Data Ingestion is functioning, when the Risk Predictor feature is triggered, then it should provide compliance forecasts based on the latest ingested data within 10 seconds.
User Notification System for Data Ingestion Failure
Given the data ingestion process encounters an error, when the error occurs, then the system must notify users through an alert within 1 minute, detailing the nature of the problem and recommended actions.
Dashboard Updates with New Data
Given the new data has been ingested, when a user accesses the EcoTrackly dashboard, then the dashboard must reflect up-to-date data visualizations within 5 seconds of ingestion confirmation.
User Alert Notifications
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User Story
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As a compliance manager, I want to receive immediate alerts when the system detects a potential compliance violation so that I can act quickly to mitigate risks and protect the organization.
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Description
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The User Alert Notifications requirement involves implementing a system to notify users proactively of potential compliance violations identified by the Risk Predictor. This feature will send alerts via email or in-app notifications based on the severity and potential impact of the risk detected. It will ensure that stakeholders can take immediate corrective actions, minimizing the risk of legal penalties and supporting timely decision-making. Customization options will be available for users to set their notification preferences, thereby increasing user engagement and compliance awareness.
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Acceptance Criteria
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User receives an email alert for a high-severity compliance risk detected by the Risk Predictor.
Given an active user with notification preferences set to receive email alerts, when a high-severity compliance risk is detected, then the user should receive an email within 5 minutes of the alert being generated containing details about the risk and recommended actions.
User receives in-app notification for a medium-severity compliance risk detected by the Risk Predictor.
Given an active user with notification preferences set for in-app notifications, when a medium-severity compliance risk is detected, then the user should receive an in-app notification immediately after the risk is identified, detailing the type of risk and necessary next steps.
User customizes notification preferences successfully.
Given an active user, when they navigate to the notification settings and select their preferred notification methods (email, in-app, or both), then their preferences should be saved and reflected accurately in their profile settings.
User does not receive alerts for low-severity compliance risks if preferences are set accordingly.
Given an active user who has opted out of notifications for low-severity risks, when a low-severity compliance risk is detected, then the user should not receive any notification regarding this risk.
User accesses a history log of previous alerts from the User Alert Notifications system.
Given an active user, when they navigate to the notifications history section in the app, then they should see a list of all previous alerts, including the severity, type of risk, and resolution status.
System correctly categorizes compliance risks by severity for alert notifications.
Given a compliance risk identified by the Risk Predictor, when the risk is assessed for severity, then it should be categorized as high, medium, or low according to established criteria and trigger the corresponding alert mechanism.
Inactive user does not receive email notifications.
Given a user who has deactivated their account, when a compliance risk is detected, then no email notifications should be sent to that user regarding the risk.
Risk Prediction Dashboard
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User Story
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As a sustainability director, I want to see a visual representation of compliance risks on a dedicated dashboard so that I can quickly understand the areas that need my attention and prioritize actions accordingly.
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Description
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The Risk Prediction Dashboard requirement aims to provide users with a dedicated interface that visualizes the risk predictions generated by the Risk Predictor feature. This dashboard will include graphical representations, such as charts and graphs, that illustrate potential compliance violations over time and by category. The dashboard will enable users to quickly assess their risk landscape, identify trending issues, and make data-driven decisions regarding resource allocation and operational adjustments. Integration with existing visualization tools will ensure consistency in reporting across the platform.
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Acceptance Criteria
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User accesses the Risk Prediction Dashboard to view compliance risks for the upcoming month based on the latest data analysis.
Given the user is logged into EcoTrackly and navigates to the Risk Prediction Dashboard, when they select the desired timeframe for analysis, then the dashboard displays graphical representations of risk predictions, including charts and graphs, without errors.
A user analyzes risk categories on the Risk Prediction Dashboard to prioritize compliance risks and allocate resources effectively.
Given the user is on the Risk Prediction Dashboard, when they filter the displayed data by risk category, then the dashboard updates in real-time to reflect only those categories, maintaining the accuracy of displayed predictions and visualizations.
The Risk Prediction Dashboard is integrated with existing tools for a streamlined reporting experience.
Given that the Risk Prediction Dashboard is deployed, when a user requests an export of the risk data, then the system generates a report compatible with existing visualization tools without data loss or formatting issues.
Users utilize the Risk Prediction Dashboard to monitor changes in compliance risks over multiple reporting periods.
Given the user accesses the Risk Prediction Dashboard, when they select historical data for comparison, then the dashboard allows for a side-by-side analysis of risk predictions across specified periods with correct historical data reflected in the visualizations.
Admin users need to ensure that the Risk Prediction Dashboard meets security compliance measures for sensitive data handling.
Given the Risk Prediction Dashboard is implemented, when an admin reviews the security protocol documentation, then it confirms that all sensitive data is encrypted, access-controlled, and complies with relevant regulations.
Stakeholders regularly review the Risk Prediction Dashboard to report on organizational compliance health during quarterly meetings.
Given the Risk Prediction Dashboard is live, when stakeholders access the dashboard during a meeting, then the dashboard successfully loads within 5 seconds and presents current risk data accurately for discussion without performance lag.
Historical Data Analysis Tool
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User Story
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As a data analyst, I want to analyze historical compliance data alongside current data so that I can uncover trends and insights that could help in predicting future compliance risks more accurately.
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Description
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The Historical Data Analysis Tool requirement is designed to provide users with the capability to analyze historical compliance data in conjunction with current operational conditions. This tool will allow users to view trends, identify recurring compliance issues, and forecast future risks based on past behavior. It enhances the Risk Predictor's accuracy by contextualizing current data with historical insights. Users can generate reports and visualizations that summarize findings, supporting informed decision-making and continuous improvement of compliance strategies.
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Acceptance Criteria
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User analyzes historical data to identify trends in compliance violations over the last year.
Given that the user selects the 'Historical Data' option, when they specify the date range for the past year and click 'Analyze', then the system should display a trend graph highlighting any compliance violations by month, along with an explanation of significant spikes in violations.
User forecasts future compliance risks based on historical data patterns.
Given that the user has accessed the Historical Data Analysis Tool, when they input criteria for analysis including current operational conditions, then the tool should generate a forecast report identifying potential compliance risks based on historical data trends, categorizing them as low, medium, or high risk.
User generates visualizations of compliance data for presentations.
Given that the user has analyzed the historical compliance data, when they select 'Generate Visualization', then the system should create an interactive chart or graph that clearly summarizes key findings, which can be exported in formats like PDF or PNG.
User reviews recurring compliance issues for process improvement.
Given that the tool has identified recurring compliance issues, when the user views the detailed report, then the report should provide actionable insights and recommendations for improving compliance strategies based on the identified trends.
User evaluates the effectiveness of compliance strategies over time.
Given that the user has access to the Historical Data Analysis Tool, when they run a comparative analysis between historical compliance data and recent operational data, then the system should provide a report that assesses the effectiveness of implemented compliance strategies, including a success metric.
Administrator configures the Historical Data Analysis Tool to automatically pull data weekly.
Given that the administrator is setting up the tool, when they schedule a data pull on the configuration page, then the system should successfully save the schedule and automate the data analysis report generation every week without manual intervention.
User shares compliance analysis reports with team members.
Given that the user has completed an analysis using the tool, when they click on the 'Share' option, then the system should successfully send an email with a link to the report and provide options for sharing via different platforms, ensuring all team members have access to the findings.
User Role Management
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User Story
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As an administrator, I want to manage user roles and permissions within the application, so that I can ensure that compliance data is secure and that users have the right level of access for their responsibilities.
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Description
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The User Role Management requirement facilitates the creation and management of user roles and permissions within EcoTrackly. By allowing administrators to set access levels for different user types (such as compliance officers, managers, and executives), this feature ensures that sensitive compliance data is accessible only to authorized personnel. It enhances data security and ensures that users have the appropriate tools and information to fulfill their responsibilities without compromising organizational integrity. Additionally, this capability will support scalable user management as the organization grows.
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Acceptance Criteria
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Administrator assigns user roles and permissions for compliance officers, ensuring they have access to sensitive data while preventing unauthorized access by other users.
Given an administrator is logged into EcoTrackly, when they navigate to the User Role Management section and select a compliance officer, then they should be able to assign specific permissions that restrict access to sensitive compliance data.
A compliance officer attempts to access a report restricted to executives only, ensuring proper role restrictions are in place.
Given a compliance officer is logged in, when they try to access an executive-only report, then they should receive an access denied message indicating insufficient permissions.
A new user is added to the system as a manager, and the administrator wants to ensure that the manager has the appropriate access to performance data.
Given an administrator creates a new manager role, when they assign the role to a user, then that user should have access to relevant performance data without access to sensitive compliance reports.
An existing user’s role is updated from compliance officer to manager, requiring a review and adjustment of the user’s permissions.
Given an administrator is logged in, when they change a user's role from compliance officer to manager, then the system should automatically update the user's permissions according to the manager's access level, denying access to compliance officer-specific data.
A bulk upload of user roles is performed to streamline user management as the organization expands.
Given an administrator has prepared a bulk CSV upload of user roles, when they initiate the upload process, then the system should successfully create or update the specified user roles without errors, and an email confirmation should be sent after the upload is complete.
An audit trail is generated when roles and permissions are modified to ensure compliance and accountability.
Given an administrator modifies user roles, when the changes are saved, then an audit log should be created automatically documenting the user, timestamp, and nature of the change, accessible for review by other administrators.
A user tries to access the system with an incorrect role assigned, leading to an error in the login process.
Given a user attempts to log in to EcoTrackly with an incorrect role that has been disabled, when they enter their credentials, then they should receive an error message indicating that their access is denied.
Regulation Monitor
This feature continuously scans and updates users on relevant environmental regulations and compliance standards that affect their operations. By ensuring that organizations stay current with evolving legislation, the Regulation Monitor empowers compliance officers to maintain adherence without missing critical updates.
Requirements
Real-time Regulation Updates
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User Story
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As a compliance officer, I want to receive automatic updates about changes in environmental regulations so that I can ensure my organization remains compliant and avoids penalties.
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Description
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The Real-time Regulation Updates requirement allows the EcoTrackly platform to automatically monitor and update users on the latest environmental regulations and compliance standards relevant to their specific industry and geographical location. This feature will leverage web scraping and API integration with governmental and regulatory bodies to ensure that users receive timely notifications about changes in legislation. By doing this, organizations can equip their compliance officers with the tools necessary to maintain adherence without having to manually search for updates. It reduces the risk of non-compliance fines and creates a proactive compliance culture within the organization, ultimately enhancing the legitimacy and reputation of the users' businesses in the sustainability sphere.
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Acceptance Criteria
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Real-time Notifications of New Regulations
Given a user subscribes to regulation updates for their industry, when a new environmental regulation is published, then the user receives an immediate notification via email and in-app alert.
Compliance Dashboard Update
Given a user accesses the compliance dashboard, when the user navigates to the regulation updates section, then they should see a list of the latest regulations with relevant dates and summaries.
API Integration with Regulatory Bodies
Given the EcoTrackly platform is connected to relevant governmental APIs, when a regulation is updated or newly published, then the system should automatically pull this information and reflect it on the user interface within one hour.
User Customization of Notification Preferences
Given a user is in their account settings, when they select their notification preferences for regulation updates, then the system allows them to choose frequency and mode of notification (email, SMS, in-app).
Historical Compliance Data Access
Given a compliance officer is reviewing past regulations, when they search for previous updates in the system, then the system should provide access to historical data of regulations received in the last two years.
Real-time Comparison with Industry Standards
Given a user accesses regulation updates, when they view the latest regulations, then the system presents a comparison feature against current industry standards and practices.
User Feedback Collection on Notification Relevance
Given the user receives regulation notifications, when they review the notifications, then they can rate the relevance of each notification, and this feedback is collected for future improvements.
Custom Regulation Dashboard
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User Story
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As a user, I want to customize my regulation dashboard to focus on the most relevant environmental regulations so that I can more easily track compliance and make informed decisions.
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Description
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The Custom Regulation Dashboard requirement enables users to create personalized dashboards that highlight specific environmental regulations they need to follow. Users will have the ability to select key performance indicators (KPIs) and relevant legislation that directly affects their operations, which will be visually represented in an intuitive dashboard format. This feature not only empowers users to focus on the most pertinent regulations related to their business but also facilitates better tracking of compliance status over time. It will integrate seamlessly with existing data visualization tools within EcoTrackly, enhancing user experience and operational efficiency.
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Acceptance Criteria
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User personalizes their regulation dashboard to focus on specific environmental regulations applicable to their industry.
Given the user has logged into EcoTrackly, when they navigate to the Custom Regulation Dashboard, then they should be able to select and save specific KPIs and regulations tailored to their business needs without any errors.
User accesses their personalized regulation dashboard to review compliance status over time.
Given that the user has created a personalized dashboard, when they view it, then the dashboard should display the selected KPIs with historical data and trends clearly represented in graphical format.
User updates the selected regulations on their dashboard to reflect recent changes in legislation.
Given the user is viewing their regulation dashboard, when they update to include new regulations or modify existing ones, then those changes should be saved and reflected immediately on the dashboard without delay.
User shares their custom regulation dashboard with team members for collaborative compliance monitoring.
Given the user has a customized regulation dashboard, when they initiate a sharing action, then all designated team members should receive a link to access the dashboard with appropriate viewing permissions.
User integrates the regulation dashboard with existing data visualization tools within EcoTrackly.
Given the user has set up their custom dashboard, when they connect it to data visualization tools, then the dashboard content should synchronize correctly with no discrepancies in data representation.
User retrieves a report from their regulation dashboard for regulatory compliance documentation.
Given the user wants to generate a compliance report, when they select the reporting feature, then a downloadable report should be generated that includes all selected KPIs and relevant compliance data in the requested format.
Automated Compliance Reporting
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User Story
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As a sustainability manager, I want to automatically generate compliance reports so that I can save time and ensure accurate submissions to regulatory bodies.
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Description
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The Automated Compliance Reporting requirement allows EcoTrackly to generate comprehensive regulatory compliance reports automatically. This feature will gather data from various internal sources and compile it into reports that align with legal requirements set by authorities. The ability to automatically create periodic compliance reports saves users significant time and effort, ensuring accuracy and consistency in documentation. These reports can be customized according to specific regulatory frameworks and delivered to stakeholders automatically, thus enabling businesses to maintain transparency and accountability in their sustainability efforts.
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Acceptance Criteria
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Automated generation of compliance reports on a quarterly basis for multiple regulatory frameworks.
Given the compliance reporting feature is activated, When the scheduled report generation occurs, Then the system should produce and send accurate reports that align with the specified regulatory requirements within three hours of the scheduled time.
A user customizes the reporting format according to specific regulations before the report generation.
Given the user customizes the report settings for a specific regulation, When the report is generated, Then the output must reflect the user's specified settings and include all relevant data fields required by that regulation.
Stakeholders and compliance officers receive reports via email automatically after generation.
Given a report is successfully generated, When the report is ready for delivery, Then the system should automatically email the report to the designated stakeholders without errors and within 30 minutes of generation.
Users access the generated reports through the EcoTrackly dashboard for internal review.
Given the report is generated, When users log into the EcoTrackly dashboard, Then they should be able to access, view, and download the reports directly from the dashboard without issues.
The system tracks and logs all report generation activities for auditing purposes.
Given a report is generated, When the report generation process is completed, Then the system should log the date, time, user, and regulatory framework associated with the report in the audit trail.
Compliance reports must accurately reflect real-time data aggregated from various internal sources.
Given the system has gathered real-time data from connected internal sources, When the report is generated, Then it must include the most recent data reflecting the organization's compliance status at the time of generation.
User Notification System
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User Story
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As a user, I want to receive notifications about important regulatory updates and deadlines so that I can ensure compliance and stay informed about changes.
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Description
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The User Notification System requirement provides a robust notification mechanism to alert users about new regulatory updates, report generation statuses, and reminders for compliance deadlines. Notifications will be sent via email and in-app alerts, ensuring that users do not miss critical information. This feature is vital for maintaining a culture of compliance within organizations, allowing users to stay informed about pertinent changes and deadlines. The User Notification System can be tailored to user preferences, enabling them to select which types of notifications they wish to receive, thus enhancing user engagement with the platform.
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Acceptance Criteria
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User receives a notification email when a new regulatory update relevant to their industry is published.
Given that the user has opted in for regulatory update notifications, when a new relevant regulation is published, then the user receives an email notification within 5 minutes of the update being posted.
User views in-app alerts for compliance deadlines approaching within 30 days.
Given that the user has compliance deadlines approaching, when they log into the app, then they see in-app alerts for any deadlines due within 30 days prominently displayed on their dashboard.
User customizes notification preferences for types of updates they wish to receive.
Given that the user is on the notification settings page, when they select or deselect notification types, then their preferences are saved and reflected in the system, confirmed by a success message.
User receives a reminder notification for report generation deadlines.
Given that the user has set up report generation deadlines, when the deadline is 7 days away, then the user receives an email and in-app alert reminder about the upcoming report generation.
User checks the history of notifications received.
Given that the user is on the notifications history page, when they navigate to this page, then they can see a chronological list of all notifications received with timestamps and types of notifications.
System handles unsubscription from notification types.
Given that the user chooses to unsubscribe from notification types, when they save their changes, then they no longer receive notifications for the selected types and are presented with a confirmation message.
Regulatory History Log
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User Story
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As a compliance officer, I want to access a history of regulatory updates so that I can review past changes and ensure our compliance processes are up-to-date.
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Description
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The Regulatory History Log requirement allows users to access a chronological log of all regulatory updates that have been pushed to them through the EcoTrackly platform. This feature provides a comprehensive record for audit purposes and helps organizations track historical compliance changes over time. Users will be able to filter the log by date, type of regulation, and relevance to their operations. By maintaining a transparent history of regulatory changes, the Regulatory History Log assists companies in demonstrating due diligence in their compliance efforts during audits or inspections.
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Acceptance Criteria
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User accesses the Regulatory History Log to view recent regulatory updates that apply to their industry.
Given the user is logged into EcoTrackly and navigates to the Regulatory History Log, When they view the log, Then they should see a list of all regulatory updates, sorted by date, with the most recent updates displayed at the top.
User filters the Regulatory History Log by regulation type to narrow down the displayed updates.
Given the user has accessed the Regulatory History Log, When they apply a filter for 'Regulation Type', Then only the entries that match the selected type should be displayed, and the total count of filtered entries should be shown.
User exports the Regulatory History Log for audit purposes.
Given the user is viewing the Regulatory History Log, When they click the 'Export' button, Then they should receive a downloadable file in CSV format containing all displayed entries at the time of the export.
User checks for the relevance of regulatory updates based on their operational sectors.
Given the user accesses the Regulatory History Log, When they view the updates, Then each entry should display its relevance to the user’s specified operational sectors, allowing the user to understand which regulations impact their business directly.
User searches for a specific regulatory update using the search functionality in the Regulatory History Log.
Given the user is in the Regulatory History Log, When they enter a keyword into the search box, Then the log should filter and display only the entries that contain the keyword in their description.
User audits the frequency of regulatory updates received during a specified period.
Given the user accesses the Regulatory History Log, When they view the summary statistics for the period, Then the log should display the total number of updates received and the average frequency of updates per month during that period.
User accesses the Regulatory History Log to view historical regulatory changes over the past year.
Given the user is logged into EcoTrackly and navigates to the Regulatory History Log, When they select the date range for the past year, Then all relevant regulatory updates within that time frame should be displayed in chronological order.
Integration with Regulatory Websites
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User Story
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As a user, I want EcoTrackly to automatically source updates from official regulatory websites so that I can be sure that the information I receive is accurate and up-to-date.
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Description
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The Integration with Regulatory Websites requirement enables EcoTrackly to connect directly with major environmental regulatory websites. This integration will allow for automatic pulling of updated regulatory content, ensuring that information fed into the platform is accurate, timely, and trustworthy. This functionality establishes EcoTrackly as a comprehensive resource for users looking to maintain compliance and stay informed about new laws and regulations. It minimizes manual data entry for users, creating a more efficient workflow and increasing trust in the compliance information provided.
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Acceptance Criteria
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User retrieves the latest regulatory updates from the EcoTrackly dashboard after integration with regulatory websites has been established.
Given the user is logged into the EcoTrackly platform, When they navigate to the Regulation Monitor section, Then the platform should display the most recent regulatory updates pulled from connected regulatory websites without any manual input required.
Compliance officers use the integration to verify the accuracy of regulatory information displayed on EcoTrackly.
Given the integration with regulatory websites is active, When the compliance officer compares the displayed regulatory information with the original source on the regulatory website, Then at least 95% of the information should match exactly.
System checks for updates from regulatory websites at defined intervals (e.g., hourly or daily).
Given the scheduled update setting is configured, When the time for the update arrives, Then the system should successfully pull all new regulatory content without errors and log the time of the update in the system log.
User receives a notification of new regulatory changes that affect their industry directly via EcoTrackly.
Given that a new regulation is published on a connected regulatory website, When the criterion for notifications is met, Then the user should receive an alert in their EcoTrackly dashboard and optionally via email.
Users without internet access should still have access to stored regulatory information for review.
Given the integration has previously pulled regulatory updates, When the user accesses offline mode, Then they should be able to view the last fetched regulatory updates without requiring additional internet connectivity.
Regulatory content is categorized for easy navigation within EcoTrackly.
Given that regulatory information has been pulled from various sources, When users access the Regulation Monitor, Then they should be able to filter and navigate through the regulatory updates by category such as industry or regulation type.
Alert Customizer
With the Alert Customizer, users can configure specific compliance notifications based on their unique operational parameters and risk levels. This tailored alert system ensures that users receive precise warnings relevant to their business, allowing for more rapid and informed responses to potential compliance challenges.
Requirements
Custom Alert Settings
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User Story
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As a compliance officer, I want to customize alerts based on our operational parameters so that I can receive timely notifications relevant to our specific compliance challenges.
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Description
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The Custom Alert Settings feature allows users to define their own compliance thresholds for various environmental metrics such as energy usage, waste production, and emissions. Users can select specific parameters and risk levels conducive to their operational realities, enabling specialized notifications. This functionality enhances user engagement and compliance management as it ensures that alerts are tailored to the unique profiles of each business, thereby optimizing response times to potential compliance issues and preventing costly penalties or damage to reputation.
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Acceptance Criteria
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User configures custom alert thresholds for energy consumption metrics based on historical data and regulatory requirements.
Given the user has access to the Alert Customizer, when they input their custom compliance thresholds for energy usage, then the system should save these settings and provide confirmation of the updates.
User receives notifications based on the defined thresholds during operational hours when actual energy consumption exceeds set limits.
Given the user has set a threshold for energy consumption, when the actual usage exceeds this threshold, then the system should generate and send a notification to the user via their selected communication channel.
Users can view and edit existing alert configurations to refine their compliance thresholds as operational needs change.
Given a user has previously set custom alert parameters, when they access the alert settings page, then they should be able to view, modify, and save changes to their existing alert settings without loss of information.
User wants to ensure alerts are appropriate for different departments within their organization with distinct operational parameters.
Given that the user has multiple departments set up, when configuring alerts for each department, then the system should allow the user to create specific alerts tailored to the unique compliance needs of each department.
User tests alert notifications by temporarily adjusting thresholds to trigger alerts intentionally before applying them permanently.
Given a user is in the testing phase of alert configurations, when they lower the thresholds to trigger an immediate alert, then the system should send a test notification to the user to confirm functionality before finalizing the settings.
User checks a report of past alerts received to review compliance management effectiveness over time.
Given the user has utilized the Alert Customizer feature, when they access the alert history report, then they should see a comprehensive list of all alerts triggered within the specified timeframe along with timestamps and alert details.
User wants to ensure alerts are only sent based on compliance thresholds during business hours to avoid unnecessary notifications.
Given the user sets limitations on alert timings, when the custom alert thresholds are surpassed during non-business hours, then the system should suppress those alerts until the next business day.
Alert Notification Channels
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User Story
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As a user, I want to receive compliance alerts via my preferred notification channel so that I can act swiftly on them without missing any critical information.
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Description
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The Alert Notification Channels requirement supports multiple delivery mechanisms for compliance alerts, including email, SMS, and in-app notifications. This versatility ensures that users can receive critical updates immediately through their preferred medium. By providing diverse notification methods, EcoTrackly accommodates different user preferences and evacuation strategies, leading to faster reactions and improved compliance management. This increases the efficiency of communication between users and the platform, ensuring that no important notifications go unnoticed.
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Acceptance Criteria
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User configures an alert for emission limits exceeding thresholds based on their operational parameters.
Given that the user has set specific emission thresholds, when an emission reading exceeds these thresholds, then the user should receive an alert through their preferred notification channel (email, SMS, or in-app).
User modifies their existing notification preferences for compliance alerts.
Given that the user accesses the alert settings interface, when they change their notification preferences, then the system should save the new preferences and confirm the changes through an in-app notification.
User receives alerts during a high-risk compliance event.
Given a high-risk compliance scenario occurs, when the event triggers an alert, then the user should receive the alert on all selected notification channels without delay.
User tests the alert system after setting up new notification channels.
Given the user has configured new notification channels, when they initiate a test alert, then all configured channels should receive the alert successfully and the system should log this activity.
User views a historical log of compliance alerts received.
Given the user accesses the alert history section, when they request to view past alerts, then the system should display a chronological list of all alerts received with timestamps and channels used.
User is notified of an unsuccessful alert delivery.
Given that an alert fails to deliver through a selected notification channel, when the failure is detected, then the user should receive a fallback notification through an alternative channel and an alert about the delivery failure.
User interacts with an alert through an in-app notification.
Given the user receives an in-app notification regarding compliance, when they click on the notification, then the system should direct them to the relevant compliance details page.
Alert History Log
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User Story
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As a sustainability manager, I want to access a log of all compliance alerts so that I can evaluate our response strategies and refine our compliance processes over time.
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Description
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The Alert History Log requirement aims to maintain a comprehensive record of all alerts sent to users over time, including details such as timestamps, alert types, and resolution status. This feature facilitates transparency and accountability, allowing users to review past alerts to assess their response effectiveness and improve future compliance strategies. The historical data could also assist in audits and provide insights into recurring issues, enabling continuous improvement in environmental performance management.
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Acceptance Criteria
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User accesses the Alert History Log through the EcoTrackly dashboard to review past alerts and their statuses.
Given the user is authenticated and on the Alert History Log page, when they request to view the alert history, then the system displays a table of alerts with timestamps, alert types, and resolution statuses for the past year.
User searches for specific alerts in the Alert History Log using various filters such as date range and alert type.
Given the user is on the Alert History Log page, when they apply filters for date range and alert type, then the system returns a filtered list of alerts that match the criteria specified by the user.
User receives an email notification when a new alert is logged in the Alert History Log.
Given a new alert is generated, when the alert is logged in the system, then the user receives an email notification containing details of the alert within 5 minutes of the log entry.
User clicks on an alert entry in the Alert History Log to view detailed information.
Given the user is on the Alert History Log page, when they click on a specific alert record, then the system displays a detailed view of that alert, including full text description, impact analysis, and recommended actions.
User reviews the context and actions taken for resolved alerts in the Alert History Log.
Given the user is viewing the Alert History Log, when they check an alert marked as resolved, then the system should display a resolution summary and any related actions taken for that alert.
User exports the Alert History Log data for external analysis or compliance reporting.
Given the user is on the Alert History Log page, when they select the export option, then the system generates a downloadable CSV file containing all alerts displayed in the current view of the history log.
Alert Response Workflow
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User Story
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As an operations manager, I want a clear response workflow attached to my alerts so that I can manage compliance issues efficiently and ensure all notifications are acted upon in a timely manner.
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Description
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The Alert Response Workflow feature outlines a structured process for users to follow upon receiving compliance notifications. This requirement enables users to mark alerts as reviewed, escalate issues, or initiate corrective actions directly from the alert interface. By integrating a clear response workflow, EcoTrackly enhances operational efficiency and ensures that compliance actions are not overlooked. This structured approach fosters better compliance tracking and encourages timely interventions for any potential issues.
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Acceptance Criteria
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User receives a compliance alert indicating that the energy usage has exceeded predefined thresholds, prompting them to take action.
Given the user has received an alert, when the user clicks on the alert notification, then they should see options to mark as reviewed, escalate, or take corrective action.
User initiates the Alert Response Workflow for a critical compliance alert that requires immediate attention.
Given the user selects a critical alert, when they choose to escalate the issue, then the system should log the escalation and notify the assigned compliance officer.
The user interacts with the Alert Customizer to set up personalized alerts based on specific compliance and operational parameters.
Given the user has defined their operational parameters, when they save the alert configuration, then the system should validate and successfully update the alert preferences without errors.
User marks a compliance alert as reviewed but later needs to revisit the alert for further investigation.
Given the user marks an alert as reviewed, when they access the alert history, then the system should show the alert status as 'Reviewed' along with the timestamp of the action.
The user takes corrective action through the Alert Response Workflow after receiving a second compliance alert for the same issue.
Given the user selects corrective action for an alert, when the action is submitted, then the system should log the corrective measure taken and provide a summary report of actions for tracking purposes.
User wants to receive summary reports of their compliance alerts over a month to evaluate their operational compliance performance.
Given the user requests a compliance summary report, when the report is generated, then it should display a detailed overview of all alerts received, actions taken, and current status of compliance efforts for the past month.
User attempts to close an alert without taking any action, prompting the system to remind them of the importance of compliance monitoring.
Given the user tries to close an active alert, when the prompt appears, then it should state 'Please confirm if you have reviewed and addressed the alert before dismissing.' and require confirmation.
Alert Customization Dashboard
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User Story
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As a system admin, I want to have a dashboard for customizing alert settings so that I can modify our compliance notifications based on the latest operational changes.
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Description
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The Alert Customization Dashboard requirement introduces an intuitive interface where users can easily set up and modify their alert preferences. This dashboard will provide visualizations that allow users to understand their compliance risks better and adjust their alert settings accordingly. This user-friendly functionality is crucial for empowering users with control over their compliance management and enhancing their interaction with the platform, leading to a more effective use of EcoTrackly’s capabilities.
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Acceptance Criteria
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User sets up a new compliance alert for waste production thresholds in the Alert Customization Dashboard.
Given the user is logged into EcoTrackly and navigates to the Alert Customization Dashboard, when they input their desired waste production threshold and save the alert settings, then the new alert should be displayed in the list of active alerts on the dashboard and an acknowledgment message should confirm the setup.
User modifies an existing compliance alert for energy usage in the Alert Customization Dashboard.
Given the user has an existing energy usage alert, when they select the alert from the list and adjust the threshold, then the alert should be updated with the new settings, and the user should receive a confirmation message reflecting the changes.
User reviews the visualizations of compliance risks on the Alert Customization Dashboard.
Given the user is on the Alert Customization Dashboard, when they click to view the compliance risk visualizations, then the dashboard should display relevant graphical representations of their current compliance status, including energy consumption, waste production, and emissions risk levels.
User receives a notification after the alert for emissions exceeds the set threshold.
Given the user has set an emissions alert on the Alert Customization Dashboard, when the emissions exceed the specified threshold, then the user should receive a notification via email or in-app alert detailing the breach and suggested actions.
User deletes a compliance alert from the Alert Customization Dashboard.
Given the user has an active compliance alert listed on the dashboard, when they select the alert and choose the delete option, then the alert should be removed from the list of active alerts, and a confirmation message should be displayed to the user.
User accesses the help documentation from the Alert Customization Dashboard.
Given the user is on the Alert Customization Dashboard, when they click the help icon, then they should be directed to the comprehensive help documentation that provides guidance on using the alert customization features effectively.
User sets up an alert that is triggered based on multiple conditions for compliance monitoring.
Given the user is on the Alert Customization Dashboard, when they configure an alert that combines conditions for both energy consumption and emissions, then the alert should accurately reflect the combined criteria and trigger notifications accordingly when either condition exceeds its limit.
Compliance Roadmap Generator
The Compliance Roadmap Generator provides organizations with a step-by-step plan to achieve compliance goals based on their current practices. By outlining necessary actions and timelines, this feature simplifies the path to compliance, making it easier for teams to implement critical changes and track progress.
Requirements
User-Friendly Interface
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User Story
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As a compliance officer, I want a simple and engaging interface for the Compliance Roadmap Generator so that my team can easily navigate and utilize the tool without needing extensive training.
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Description
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The User-Friendly Interface requirement ensures that the Compliance Roadmap Generator is intuitive and accessible to users of various backgrounds and skill levels. By prioritizing a clean design and straightforward navigation, this function allows organizations to seamlessly engage with the tool without extensive training. Its implementation will not only enhance user satisfaction but also promote increased usage among teams, making the process of compliance planning straightforward and efficient. Comprehensive user testing will guide the interface design, ensuring that it meets the practical needs of users while aligning with EcoTrackly’s overall aesthetic and functional goals.
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Acceptance Criteria
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Users can access the Compliance Roadmap Generator feature from the main dashboard without assistance.
Given a registered user is logged into EcoTrackly, When they navigate to the main dashboard, Then they should see a clearly labeled 'Compliance Roadmap Generator' option that they can click to access the feature.
The Compliance Roadmap Generator presents a clean and intuitive user interface with no clutter.
Given the user has opened the Compliance Roadmap Generator, When they view the interface, Then there should be no more than 5 navigation elements visible at any time, ensuring a clutter-free experience.
Users can easily identify and understand the steps required to achieve compliance in the roadmap generated.
Given a user views the compliance roadmap, When they hover over a step, Then they should see a tooltip or additional information explaining the action needed for that step in plain language.
The Compliance Roadmap Generator provides visual indicators of progress towards compliance goals.
Given a user is following the compliance roadmap, When they complete an action step, Then the corresponding step on the roadmap should change color to indicate completion (e.g., from orange to green).
Users can receive support while using the Compliance Roadmap Generator feature.
Given a user is within the Compliance Roadmap Generator, When they click on the 'Help' icon, Then a pop-up should provide FAQs and an option to contact support directly.
The overall user satisfaction and ease of use of the Compliance Roadmap Generator are assessed through testing.
Given a group of diverse users completes tasks using the Compliance Roadmap Generator, Then at least 80% of them should report a satisfaction level of 4 or higher on a scale of 1 to 5 in a post-usage survey.
Automated Compliance Tracking
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User Story
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As a sustainability manager, I want the Compliance Roadmap Generator to automatically track my progress towards compliance goals so that I can address any gaps immediately without manual checking.
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Description
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The Automated Compliance Tracking requirement involves the development of a system that continuously monitors an organization’s adherence to set compliance goals while utilizing real-time data analytics from EcoTrackly. This feature will automatically update the compliance roadmap as organizational practices change, allowing teams to stay aligned with current regulations and best practices. By ensuring ongoing compliance visibility, this function will reduce the risk of non-compliance penalties and foster proactive management of compliance efforts, ultimately driving greater accountability within organizations.
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Acceptance Criteria
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Automated Compliance Score Updates
Given the organization has set specific compliance goals, when real-time data is collected and analyzed, then the compliance score should automatically update to reflect adherence levels.
Integration with Existing Compliance Roadmap
Given the organization has an existing compliance roadmap, when the Automated Compliance Tracking feature is implemented, then it should seamlessly integrate with the current roadmap without manual adjustments.
User Notification for Compliance Deviations
Given a deviation from compliance goals occurs, when the system assesses compliance data, then a notification should be sent to designated users within five minutes of identifying the issue.
Real-Time Dashboard for Compliance Monitoring
Given the Automated Compliance Tracking system is active, when users access the dashboard, then they should see real-time analytics on compliance status, including key performance indicators (KPIs).
Audit Trail for Compliance Changes
Given changes to compliance status occur, when an update is made to the compliance roadmap, then an audit trail should be maintained, capturing the date, time, and user responsible for the changes.
Customizable Compliance Reporting
Given users need to report on compliance, when they access the reporting feature, then they should be able to customize reports by specific time frames and compliance categories, with all data reflecting real-time analytics.
Customizable Action Plans
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User Story
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As an operations manager, I want to customize my compliance action plan in the Compliance Roadmap Generator so that it accurately reflects our organization’s specific processes and regulations.
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Description
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The Customizable Action Plans requirement allows users to tailor the compliance steps outlined by the Compliance Roadmap Generator to fit the unique operational needs and regulatory obligations of their organizations. This personalization will enable teams to create specific actions, timelines, and responsible parties within the roadmap, increasing the relevance and effectiveness of the compliance strategy. The implementation of this feature will significantly enhance user engagement and buy-in, as stakeholders will see their specific requirements accounted for in the compliance journey.
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Acceptance Criteria
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User customizes their compliance roadmap based on departmental needs during the planning phase.
Given the user is logged in and on the Compliance Roadmap interface, when they select a predefined action plan template, then they can modify the action steps, timelines, and assign responsible parties without any errors occurring.
A user generates a customizable action plan for a specific regulatory requirement.
Given the user has selected a regulatory requirement from the Compliance Roadmap Generator, when they create an action plan, then the action plan should include all the mandatory steps as identified by the regulatory framework and allow the user to add bespoke actions.
A team member receives notifications about assigned tasks in the customizable action plan.
Given a customizable action plan is created with assigned tasks, when the deadlines approach, then all team members assigned to those tasks should receive email notifications prompting them to review their obligations.
A user views the action plan progress and updates to compliance tasks.
Given the user accesses the dashboard for their customizable action plan, when they view the progress of tasks, then the system should display real-time progress indicators for each action item and allow updates to be recorded immediately.
Users collaborate on action plans with their assigned responsibilities.
Given multiple users need to collaborate on a customizable action plan, when one user makes a modification to a shared task, then all other users with access should see the updated information in real-time to maintain accurate communication.
A user exports their compliance roadmap as a report for external stakeholders.
Given the user has finalized their customizable action plan, when they select the export function, then the system should generate a report in PDF format that includes all action items, timelines, and responsible parties clearly outlined.
A user deletes an action item from their customizable action plan.
Given a user is editing their action plan, when they select an action item and choose to delete it, then the selected action item should be removed from the action plan without affecting other items in the plan.
Reporting and Analytics Dashboard
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User Story
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As a compliance analyst, I want a reporting dashboard that visualizes our compliance data so that I can identify trends and inform our strategy for improvement.
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Description
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The Reporting and Analytics Dashboard requirement encompasses the creation of a comprehensive analytical interface that facilitates users in visualizing their compliance progress and understanding areas that require more focus. This dashboard will integrate various data metrics, allowing for the generation of easily understandable reports that highlight compliance statuses, trends, and predicted outcomes. It will enhance decision-making capabilities by providing actionable insights, empowering teams to refine their compliance strategies based on data-driven analysis.
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Acceptance Criteria
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Users can access the Reporting and Analytics Dashboard from the main menu of EcoTrackly without encountering errors or delays.
Given a user is logged into EcoTrackly, when they click on the 'Reporting and Analytics Dashboard' option in the main menu, then the dashboard should load within 3 seconds without any error messages.
The dashboard displays real-time data metrics related to compliance status accurately.
Given the dashboard is open, when the user views the compliance metrics, then all displayed metrics should reflect the most recent data collected from integrated IoT devices, confirming the data refresh time does not exceed 5 minutes.
Users can filter compliance reports based on specific date ranges and areas of focus.
Given a user selects a date range and applicable focus areas, when they click on the 'Generate Report' button, then the dashboard should display a customized report that matches the selected criteria within 5 seconds.
The dashboard provides visual representations of compliance trends over time.
Given the user has accessed the compliance trends section of the dashboard, when they select a specific compliance area, then the dashboard should generate a line graph showing trends over the past 12 months, along with an explanation of notable changes in compliance.
Users can export reports in various formats (PDF, Excel) from the dashboard.
Given a user has generated a report on the dashboard, when they click the 'Export' button, then the system should provide options to download the report in both PDF and Excel formats, successfully completing the download within 10 seconds.
The dashboard allows users to arrange and customize the layout of widgets according to their preferences.
Given a user is on the dashboard, when they drag and drop widgets to rearrange them, then the dashboard should retain this customized layout for future sessions without requiring additional setup by the user.
Integration with Existing Tools
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User Story
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As a systems administrator, I want the Compliance Roadmap Generator to integrate with our existing tools so that data flows automatically and reduces the need for manual input across platforms.
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Description
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The Integration with Existing Tools requirement ensures that the Compliance Roadmap Generator can seamlessly connect with other software solutions commonly used by organizations, such as project management tools, document management systems, and IoT platforms within EcoTrackly. This interoperability will allow for streamlined data exchange, enabling users to consolidate efforts across platforms and reduce manual data entry. By facilitating integration, this feature enhances workflow efficiencies, allowing teams to maintain focus on compliance without being hindered by disjointed systems.
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Acceptance Criteria
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Integration with Project Management Tools
Given that the user has connected their project management tool to EcoTrackly, when they create a compliance task in the Compliance Roadmap Generator, then the task should automatically sync with the project management tool's task list and reflect any updates in real-time.
Real-Time Data Exchange with IoT Platforms
Given that IoT devices are monitored by EcoTrackly, when data on energy consumption is updated by these devices, then the Compliance Roadmap Generator should reflect this data within five minutes without any manual input.
Seamless Document Management Integration
Given that the user has integrated a document management system, when they upload compliance documents in the Compliance Roadmap Generator, then these documents should be automatically organized and stored in the connected document management system without duplication.
Multi-Platform User Access
Given that multiple team members are using EcoTrackly, when one user updates a compliance checklist, then all other users should be notified of the changes in real-time and should see the updated checklist immediately.
User Authentication Across Integrated Tools
Given that the user is logged into EcoTrackly, when they attempt to access an integrated tool, then they should be automatically authenticated without needing to log in again, ensuring a seamless experience.
Data Accuracy Verification
Given that data from external tools is being imported into EcoTrackly, when the data import is completed, then the Compliance Roadmap Generator should provide a summary report showing the accuracy and integrity of the imported data.
Customization of Integration Settings
Given that the user is in the settings section of the Compliance Roadmap Generator, when they select the integration options for their tools, then they should be able to customize the data fields that will be shared between EcoTrackly and the integrated tools.
User Notifications and Alerts
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User Story
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As a compliance coordinator, I want to receive alerts for important compliance updates so that I can ensure my team completes their actions on time and stays compliant.
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Description
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The User Notifications and Alerts requirement focuses on developing a system that automatically informs users of important updates related to their compliance roadmap, such as deadlines approaching, missed actions, or changes in regulatory requirements. These notifications will be customizable so that users can select which alerts are most relevant to their role. The inclusion of this feature is critical for maintaining accountability and ensuring that teams remain proactive in their compliance efforts, thus preventing last-minute scrambles to meet deadlines.
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Acceptance Criteria
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When a user signs up for the Compliance Roadmap Generator, they should receive a welcome notification confirming their registration and outlining the next steps they must take to set up their compliance goals.
Given a new user has completed the registration process, when they submit their information, then they should receive a welcome notification via email within 5 minutes of registration.
Users can customize their notification settings to select which alerts they wish to receive based on their roles, ensuring relevant information is communicated effectively to each team member.
Given a user accesses the notification settings, when they select or deselect various types of alerts and save their preferences, then the system should accurately reflect these changes and only send relevant notifications moving forward.
The system must notify users of any upcoming deadlines related to their compliance roadmap, helping them to prioritize their tasks effectively.
Given a compliance deadline is approaching in less than 5 days, when the system checks for upcoming milestones, then all users who have the relevant alerts enabled should receive a notification highlighting the impending deadline.
If a user misses a critical action item in their compliance roadmap, they should receive a notification alerting them to this oversight, prompting immediate action.
Given a user has missed an action item deadline, when the system identifies this as a missed task, then it should automatically send a reminder notification to the user within 2 hours of the missed deadline.
Changes in regulatory requirements must be communicated to all users, ensuring they are kept up to date with the latest compliance obligations.
Given that there is a change in regulatory requirements, when the update is published, then all users subscribed to those updates should receive a notification detailing the changes within 24 hours of the announcement.
Users should be able to view a history of all notifications sent regarding their compliance roadmap to track their progress and actions taken.
Given a user accesses the notification history section, when they request to view their notifications, then the system should display a chronological list of notifications related to their actions in the compliance roadmap.
Environmental Audit Advisor
This tool leverages AI insights to help users prepare for compliance audits by suggesting necessary documentation, data collection strategies, and common pitfalls to avoid. The Environmental Audit Advisor streamlines the audit preparation process, reducing stress and increasing the likelihood of passing audits successfully.
Requirements
AI Compliance Suggestion Engine
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User Story
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As an environmental manager, I want AI-driven suggestions for compliance documentation so that I can prepare more effectively for audits and ensure my team doesn’t overlook critical requirements.
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Description
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The AI Compliance Suggestion Engine analyzes existing business data and environmental standards to provide customized recommendations for documentation and compliance needs during audits. This requirement enhances the user's ability to prepare for audits by preemptively identifying necessary documents, thus minimizing last-minute rushes and errors. The engine integrates seamlessly with EcoTrackly’s analytics dashboard, ensuring users can directly implement suggested actions and track their compliance readiness in real time. It also includes a feedback loop where users can report on the effectiveness of the suggestions, which helps in refining future recommendations, ultimately leading to improved audit outcomes.
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Acceptance Criteria
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User initiates the Environmental Audit Advisor tool to prepare for an upcoming compliance audit, collecting necessary documentation and strategies for data collection.
Given the user accesses the AI Compliance Suggestion Engine, when they input their current environmental data and upcoming audit criteria, then the system should return a list of required documents and recommended data collection methods within 5 seconds.
As a user navigates through the compliance suggestions, they want to implement the recommendations directly using EcoTrackly’s analytics dashboard.
Given the AI Compliance Suggestion Engine provides recommended actions, when the user selects a suggestion, then the system should allow for direct integration of that action into the EcoTrackly analytics dashboard with no errors.
After completing the audit preparation process, the user needs to provide feedback on the effectiveness of the AI suggestions to improve future performance.
Given that the user has implemented the suggestions and completed the audit, when they provide feedback on the relevance and accuracy of the suggestions, then the system should record and appropriately categorize this feedback for future analysis within the next 24 hours.
The user wants to quickly assess compliance readiness based on the recommendations provided by the AI Compliance Suggestion Engine.
Given that the user has implemented the compliance suggestions, when they request a compliance readiness report, then the system should generate a comprehensive report detailing compliance status and areas needing attention within 10 seconds.
A user encounters an unexpected audit requirement and seeks alternative recommendations from the AI Compliance Suggestion Engine.
Given the user identifies a new compliance requirement post-suggestions, when they update their compliance parameters in the system, then the AI Suggestion Engine should adjust and provide updated recommendations within 5 seconds.
User wants to review previous suggestions and assess their effectiveness for a historical audit.
Given the user accesses the archive of past AI suggestions, when they select a specific audit period, then the system should display all relevant suggestions made during that time along with an effectiveness rating based on user feedback.
Documentation Repository Integration
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User Story
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As a compliance officer, I want a centralized location for all my audit documents so that I can easily access and manage them without scrambling to find files at the last minute.
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Description
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The Documentation Repository Integration provides users the capability to store and access all required compliance documents within EcoTrackly. This feature supports various document types such as PDFs, spreadsheets, and images, facilitating easy retrieval during the audit process. The integration enhances operational efficiency by ensuring that documentation is not only readily available but also organized and categorized according to audit requirements. This centralized storage prevents the risk of misplacing essential documents and ensures that all data is secure and compliant with data protection regulations.
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Acceptance Criteria
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User uploads a compliance document to the Documentation Repository for the first time.
Given the user is authenticated, when they select the 'Upload Document' button and choose a valid PDF file, then the document should be uploaded successfully and stored in the repository under the correct category.
User retrieves a compliance document for an upcoming audit.
Given the user is in the Documentation Repository, when they search for a specific document by its title, then the correct document should be displayed in the search results within 2 seconds.
User categorizes the uploaded documents according to different audit types.
Given the user has uploaded multiple documents, when they assign categories to these documents (e.g., 'Financial Audit', 'Environmental Audit'), then the documents should be organized within those categories, allowing for easy navigation.
User attempts to upload a document that exceeds the file size limit.
Given the user is authenticated, when they select a file larger than the maximum allowed size (e.g., 10MB) and try to upload it, then an error message should be displayed indicating the file exceeds the size limit.
User deletes a document from the Documentation Repository.
Given the user is viewing a document in the repository, when they click the 'Delete' button and confirm the action, then the document should be permanently removed from the repository and not retrievable.
User views a list of documents organized by upload date.
Given the user is in the Documentation Repository, when they select the 'Sort by Upload Date' option, then the documents should be displayed in chronological order, with the most recently uploaded documents at the top.
User accesses their document in a secure manner per data protection regulations.
Given the user is authenticated, when they access any document in the repository, then the access should be logged, and any sensitive information should be encrypted during transmission.
Common Pitfalls Alert System
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User Story
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As an audit coordinator, I want alerts for common pitfalls in audit preparation, so that I can avoid mistakes that have led to failures in past audits and improve my chances of success this time.
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Description
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The Common Pitfalls Alert System actively monitors the user’s audit preparation process and alerts them to potential pitfalls based on historical data and AI insights. By flagging common errors and areas where users have previously faced issues, this system helps guide users toward best practices and enhances their preparation processes. The alerts can be configured to provide notifications in advance of audits, ensuring that users have adequate time to address potential concerns. This requirement is vital for increasing the likelihood of successful audits and reducing stress associated with compliance.
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Acceptance Criteria
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User receives a notification alerting them to a common pitfall they've previously encountered during their audit preparation.
Given the user has logged into the Environmental Audit Advisor, When the system identifies potential pitfalls from historical data, Then the user should receive a notification indicating the specific pitfalls and recommended actions to address them.
The system provides a list of common pitfalls based on the user's previous audit preparation experiences.
Given the user has initiated the audit preparation process, When the user accesses the Common Pitfalls Alert System, Then the user should see a list of at least five common pitfalls accompanied by detailed descriptions and prevention tips.
Users can customize their alert settings for common pitfalls notifications.
Given the user is in their account settings, When the user selects their preferred alert parameters for common pitfalls notifications, Then the system should save these preferences and apply them to future notifications.
The system generates a report summarizing the common pitfalls alerts received before an audit.
Given an upcoming audit date, When the user generates a report through the Environmental Audit Advisor, Then the report should include all common pitfalls alerts received during the preparation period and their resolution status.
User can acknowledge and dismiss common pitfalls alerts.
Given the user receives a common pitfalls alert, When the user acknowledges the alert, Then the alert should be marked as acknowledged and removed from the active notifications list.
The system monitors user interactions with alerts to improve future notifications.
Given that the user interacts with alerts for the third time, When the system analyzes user engagement with previous alerts, Then the common pitfalls alert system should adapt its future notifications based on the user's response patterns.
Real-time Collaboration Tool
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User Story
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As a project team member, I want to collaborate with my colleagues in real-time on audit tasks so that we can ensure that all aspects of the audit are covered and communicated effectively.
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Description
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The Real-time Collaboration Tool enables team members to work together on auditing tasks within the EcoTrackly platform. It allows users to share documents, leave comments, and track progress collaboratively, which is critical for large teams working on audits. This feature enhances communication and reduces the chances of misalignment or duplication of efforts. The tool supports version control to ensure that users are always working with the latest documentation and can easily revert to previous versions if necessary. This integration is important for fostering teamwork and streamlining the audit prep process.
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Acceptance Criteria
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User collaborates with team members on the Environmental Audit preparation using the Real-time Collaboration Tool.
Given a user is logged into EcoTrackly and has access to the Real-time Collaboration Tool, when they share a document with team members, then all invited members should receive a notification and be able to view and comment on the document in real-time.
A user needs to track the progress of documents being reviewed for the audit.
Given multiple users are collaborating on an audit document, when the status of a document is updated by any user, then the updated status should be visible to all collaborators within 5 seconds without needing to refresh the page.
A user wants to ensure they are collaborating on the latest version of the audit document.
Given a user accesses an audit document, when they open the document, then the system should automatically display the latest version, and any previous versions should be accessible via a version history log.
A team member mistakenly edits an important section of the audit document.
Given a user is collaborating on an audit document with version control enabled, when a change is made, then the user should be able to revert to the previous version within 1 minute without any data loss.
A user prepares for a compliance audit by compiling necessary documentation using the tool.
Given a user is utilizing the Real-time Collaboration Tool, when they create a new document, then they should be able to template the document with sections pre-filled based on common audit requirements to streamline the process.
A user needs to see comments from other team members on the document they are reviewing.
Given a user is viewing an audit document, when other team members leave comments, then those comments should be displayed in a sidebar that updates in real-time without needing to refresh the document.
Audit Checklist Feature
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User Story
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As a sustainability officer, I want a customizable audit checklist so that I can systematically track my preparations and ensure that every requirement is met before the audit date.
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Description
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The Audit Checklist Feature provides users with a customizable checklist to guide them through the audit preparation process. Users can create, edit, and check off items as they complete them, ensuring that nothing is overlooked. This feature enables users to set due dates and reminders for each checklist item, helping them stay organized and on track. The checklist can be based on best practices and common requirements identified through AI analysis, ensuring it is relevant and comprehensive. This requirement is crucial for enhancing accountability and ensuring thorough audit preparation.
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Acceptance Criteria
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User creates a new customizable checklist for their upcoming environmental audit with specific items based on best practices.
Given the user is logged in, when they navigate to the Audit Checklist Feature and select 'Create New Checklist', then they should be able to add items, set due dates, and save the checklist successfully.
User edits an existing checklist item to update due dates and details.
Given the user has an existing checklist, when they select an item to edit, then they should be able to change the item's name, update the due date, and save the changes without issue.
User checks off completed items on their checklist during the audit preparation process.
Given the user is viewing their checklist, when they check off an item as completed, then that item should visually indicate it has been completed and should not show up in the list of pending tasks.
User receives reminders for checklist items that are due soon in preparation for the audit.
Given the user has set due dates for checklist items, when an item is due within the next 7 days, then the user should receive a notification reminder both in-app and via email.
User generates a report of completed checklist items for their audit documentation.
Given the user has completed items in their checklist, when they select the option to 'Generate Report', then a PDF report containing all completed items with timestamps should be created and downloadable.
User accesses common pitfalls advice based on checklist items identified through AI analysis.
Given the user is reviewing their checklist, when they click on an item labeled 'Common Pitfalls', then relevant AI-generated advice and tips should be displayed immediately related to that checklist item.
Proactive Compliance Insights
Offering predictive analytics, this feature delivers actionable insights based on current trends in compliance data. Organizations receive tailored recommendations for mitigating foreseeable risks, empowering compliance officers to take strategic actions that enhance sustainability performance and regulatory adherence.
Requirements
Real-Time Compliance Dashboard
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User Story
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As a compliance officer, I want to see real-time compliance metrics on a dashboard so that I can quickly identify and rectify any potential issues before they escalate.
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Description
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The Real-Time Compliance Dashboard is an essential requirement for the Proactive Compliance Insights feature. It provides users with a visual representation of compliance metrics, alerting them to any deviations from regulatory standards in real time. This functionality enhances user awareness of compliance status, allowing organizations to respond quickly to potential risks. By integrating this dashboard into EcoTrackly, users can track key performance indicators related to sustainability adherence and readily view trends over time. The dashboard will feature customizable widgets for specific compliance metrics, enabling users to tailor their experience based on their organizational needs. The expected outcome is to empower compliance officers with immediate insights, enabling proactive risk management and strategic adjustments to sustainability practices.
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Acceptance Criteria
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User views the Real-Time Compliance Dashboard on EcoTrackly for the first time to monitor compliance metrics related to energy consumption and emissions.
Given the user has logged into EcoTrackly, when they navigate to the Real-Time Compliance Dashboard, then they should see a visual representation of compliance metrics, including energy consumption and emissions, within 5 seconds.
The compliance officer interacts with the customizable widgets on the Real-Time Compliance Dashboard to focus on specific compliance metrics relevant to their organization's regulatory needs.
Given the compliance officer has access to the dashboard, when they select and customize widgets to display specific metrics such as waste production or carbon footprint, then the dashboard should update to reflect these changes immediately without any errors.
A compliance officer receives a real-time alert from the dashboard indicating a deviation from regulatory standards.
Given the compliance dashboard displays real-time data, when a compliance metric exceeds the preset threshold, then the officer should receive an alert notification within 2 minutes to address the compliance risk.
The compliance officer schedules a report from the Real-Time Compliance Dashboard to be generated and emailed on a daily basis.
Given that the officer has set up the report schedule, when the current day matches the scheduled time, then the system should generate the report and send it to the specified email address without delay.
A compliance officer analyzes trends over a three-month period using the data visualization tools available in the Real-Time Compliance Dashboard.
Given the officer selects the trend analysis feature, when they request insights for the past three months, then the dashboard should visually display the trends in compliance metrics with an option to download the report.
Users from different departments access the Real-Time Compliance Dashboard to review their respective environmental performance metrics.
Given that users from various departments have different permission levels, when they log into the dashboard, then they should only see metrics relevant to their department and role with no access to sensitive data from other departments.
Predictive Analytics Engine
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User Story
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As an environmental manager, I want to receive predictive insights about compliance risks so that I can implement measures to mitigate them proactively and ensure our sustainability goals are met.
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Description
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The Predictive Analytics Engine is a core requirement that leverages historical compliance data to forecast potential regulatory risks. By employing machine learning algorithms, this engine analyzes trends in energy consumption, waste production, and emissions, providing organizations with tailored insights that suggest preventative measures. The implementation of this requirement will not only bolster compliance efforts but also drive improved sustainability performance by enabling organizations to anticipate challenges and address them before they turn into non-compliance issues. Integrating this functionality enhances EcoTrackly’s ability to deliver actionable recommendations, ensuring users can make informed, strategic decisions for sustainability management.
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Acceptance Criteria
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User needs to predict regulatory risks based on recent historical compliance data while setting sustainability goals for the upcoming quarter.
Given that the compliance officer has uploaded the latest historical compliance data, when the Predictive Analytics Engine processes this data, then it should generate a report outlining potential regulatory risks and recommendations to mitigate these risks, which can be viewed in the dashboard.
A compliance officer wants to receive alerts for potential compliance breaches to proactively address issues before they arise.
Given that the Predictive Analytics Engine is active, when real-time tracking of energy consumption, waste production, and emissions reveals a potential compliance issue, then the system should send an alert notification to relevant stakeholders highlighting the risk and suggested preemptive actions.
An organization's leadership team needs to review compliance recommendations to support strategic decision-making regarding resource allocation for sustainability initiatives.
Given that compliance insights have been generated, when the leadership team accesses the analytics dashboard, then they should be able to view a list of tailored recommendations ranked by priority and associated risks, alongside relevant compliance data visualizations.
A compliance officer requires the ability to refine predictive models based on user feedback and evolving regulatory standards.
Given that the Predictive Analytics Engine has been implemented, when the compliance officer submits feedback on the accuracy of past predictions, then the system should allow for adjustments to be made to the predictive model, which should integrate user feedback and ensure continuous improvement of forecasts.
The organization wants to ensure that predictive insights can be integrated with existing enterprise resource planning (ERP) tools for streamlined operations.
Given that the Predictive Analytics Engine is operational, when integration is attempted with designated ERP tools, then the system should successfully share relevant predictive insights and compliance notifications without data loss or errors, facilitating seamless workflow.
Tailored Recommendation System
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User Story
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As a sustainability director, I want to receive personalized recommendations on compliance strategies so that I can effectively address our specific operational risks and align our practices with regulatory expectations.
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Description
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The Tailored Recommendation System is vital for delivering customized suggestions based on user-specific compliance histories and performance metrics. This requirement enhances the Proactive Compliance Insights feature by utilizing data analytics to provide personalized strategies for risk mitigation. By analyzing user behavior and trends, the system will offer specific actions individuals can take to enhance compliance and reduce environmental impact. The integration of this system within EcoTrackly will facilitate a targeted approach to compliance management, making it easier for organizations to implement effective change based on their unique challenges and situations. The outcome of this requirement will be a significant increase in the accuracy and relevance of compliance guidance provided to users.
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Acceptance Criteria
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User accesses the Tailored Recommendation System to evaluate their compliance history for the past quarter and seeks suggestions for improving their compliance metrics.
Given the user has logged into EcoTrackly and navigated to the Tailored Recommendation System, when they input their compliance data for the past quarter, then they should receive at least three tailored recommendations that are actionable and relevant to their compliance history.
Compliance officer reviews the predictive analytics provided by the Tailored Recommendation System during a compliance meeting with other stakeholders.
Given the compliance officer has received tailored recommendations, when they present these insights at the compliance meeting, then at least 80% of stakeholders should find the recommendations relevant and actionable based on their feedback after the presentation.
User implements one of the recommendations from the Tailored Recommendation System and tracks the outcome over the next month.
Given the user has chosen to implement a recommendation from the Tailored Recommendation System, when they track their compliance metrics over the following month, then there should be measurable improvement in at least one metric defined in their compliance history, demonstrating the effectiveness of the recommendation.
Administrator reviews the data analytics of the Tailored Recommendation System to ensure the accuracy of the insights generated.
Given the administrator accesses the backend analytics of the Tailored Recommendation System, when they review the data inputs and outputs, then 95% of the insights generated should correlate with actual compliance data, ensuring the system’s reliability and accuracy.
New user onboards onto EcoTrackly and utilizes the Tailored Recommendation System for the first time during their onboarding process.
Given a new user has completed their onboarding process on EcoTrackly, when they access the Tailored Recommendation System, then they should receive an introductory guide along with at least two personalized recommendations based on their initial compliance profile input during onboarding.
User requests feedback on the recommendations provided by the Tailored Recommendation System to enhance future suggestions.
Given the user has acted on the recommendations and is providing feedback, when they submit their experience with the tailored suggestions, then the system should capture feedback for at least 90% of users to refine the future recommendations based on their insights.
Automated Reporting Tool
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User Story
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As a compliance officer, I want to automate reporting on our sustainability metrics so that I can focus on strategy rather than manual paperwork and ensure timely compliance communications.
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Description
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The Automated Reporting Tool is a crucial requirement designed to streamline the reporting process for compliance officers. This tool will automate the generation of reports based on collected data, significantly reducing manual entry errors and saving time. It will allow users to create customizable reports that can be scheduled to run at specified intervals, ensuring that stakeholders receive timely updates on compliance status. The tool will also include features to track changes over time, providing insights into improvements or regressions in compliance performance. By integrating this functionality into EcoTrackly, organizations will enhance transparency and accountability while also facilitating smoother interactions with regulatory bodies.
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Acceptance Criteria
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User receives a notification for an automated compliance report generation scheduled on a weekly basis to ensure updates are provided to stakeholders consistently.
Given the Automated Reporting Tool is set to run weekly, When the scheduled time occurs, Then a notification should be sent to all designated stakeholders confirming the report generation.
A compliance officer customizes a report based on specified criteria such as date range, type of compliance data, and specific metrics to assess during a quarterly review.
Given a compliance officer accesses the Automated Reporting Tool, When custom criteria are selected and the report is generated, Then the report must accurately reflect the specified data and metrics without manual entry errors.
The tool is used to generate and download a compliance report that tracks changes over the past year to assess improvement or regression in compliance performance.
Given the Automated Reporting Tool is used to generate a report for the past year, When the report is downloaded, Then it must contain a clear visual representation of compliance performance over time with accurate trend data.
A compliance officer requests a report that is supposed to include predictive analytics based on current trends to assist in decision-making for upcoming compliance strategies.
Given the Automated Reporting Tool includes a predictive analytics feature, When a report is generated and includes this component, Then the report must accurately present actionable insights and trends based on the previous data.
Stakeholders receive an automated report upon completion of the scheduled report generation, ensuring timely delivery of compliance updates to relevant parties.
Given the Automated Reporting Tool has completed generating a report, When the report is sent out, Then all stakeholders must receive the report without delays or errors in the emailing process.
A regulatory body requests a compliance report that must be generated to be aligned with regulatory standards and include all necessary documentation for review.
Given the compliance officer is preparing a report for a regulatory body, When the Automated Reporting Tool is used to generate the report, Then it must meet all regulatory standards and include all required documentation clearly.
Risk Assessment Framework
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User Story
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As a risk manager, I want a structured framework for assessing compliance risks so that I can systematically identify vulnerabilities and develop appropriate mitigation strategies.
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Description
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The Risk Assessment Framework is a formal structure that defines how compliance risks are identified, evaluated, and prioritized within EcoTrackly. This requirement will provide users with tools to conduct detailed assessments of their current practices and associated risks, using quantitative and qualitative methods. By incorporating this framework, EcoTrackly empowers organizations to systematically approach compliance challenges and make data-driven decisions about risk management. The outcome will be a comprehensive understanding of potential vulnerabilities and the ability to allocate resources effectively towards mitigating them, ultimately enhancing overall sustainability performance.
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Acceptance Criteria
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Risk Identification and Evaluation for Compliance Data
Given the Risk Assessment Framework is implemented, when a compliance officer inputs current practices and associated data, then the system should provide a ranked list of identified compliance risks based on predefined criteria.
Quantitative Risk Assessment Execution
Given the user has access to the Risk Assessment Framework, when they conduct a quantitative risk assessment using the framework, then the system should output a comprehensive risk report detailing numerical risk values and their implications.
Qualitative Risk Assessment Integration
Given the organization is using the Risk Assessment Framework, when qualitative assessments are performed, then users should see visual representations of risks that highlight potential areas of concern in a user-friendly format.
Tailored Recommendations Based on Risk Assessment
Given an organization has completed the risk assessment using the framework, when the compliance officer reviews the output, then the system should generate customized recommendations for mitigating identified risks with projected outcomes.
Compliance Risk Prioritization
Given multiple compliance risks have been identified, when a user accesses the prioritization feature within the Risk Assessment Framework, then risks should be displayed in order of severity and potential impact on sustainability performance.
User Training for Risk Assessment Framework
Given that the Risk Assessment Framework is delivered to users, when a training session is conducted, then at least 80% of participants should report confidence in utilizing the framework for risk assessment.
Audit Trail of Risk Assessment Changes
Given ongoing adjustments to risk assessments, when any changes are made within the Risk Assessment Framework, then an audit log should be maintained that records changes, timestamps, and user information for transparency.
Sustainability Challenges
A feature that allows employees to participate in various sustainability challenges, such as energy-saving competitions or waste reduction goals. Teams or individuals track their progress and achievements in real-time, fostering healthy competition and motivating them to adopt more sustainable practices. By gamifying these initiatives, organizations enhance employee engagement and create a fun, collaborative environment aimed at achieving collective sustainability goals.
Requirements
Challenge Creation Interface
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User Story
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As an administrator, I want to create and configure sustainability challenges so that I can motivate employees to participate in environmental initiatives.
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Description
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The feature must provide an intuitive interface for administrators to create and configure new sustainability challenges. This includes setting goals, defining timelines, and establishing rules for participation. It allows for customization of challenge parameters to align with specific organizational sustainability targets. A well-designed interface will facilitate user engagement and ease of use, enabling administrators to launch challenges quickly and effectively while engaging employees in sustainability efforts.
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Acceptance Criteria
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Administrator successfully creates a new sustainability challenge with specific goals and rules.
Given the administrator is logged into the EcoTrackly platform, when they access the Challenge Creation Interface and input all required fields (challenge name, goals, timeline, rules), then the challenge should be created and visible to all employees within the specified timeframe.
Administrator updates an existing sustainability challenge to change its goals and timeline.
Given an existing sustainability challenge is selected by the administrator, when they modify the challenge goals and timeline and save the changes, then the updated challenge details should be accurately reflected in the Challenge Dashboard for employees.
Administrator attempts to create a challenge without providing the necessary information.
Given the administrator is using the Challenge Creation Interface, when they attempt to submit the form without completing mandatory fields (e.g., challenge name or timeline), then an appropriate error message should be displayed preventing the challenge from being created until all required fields are correctly filled.
Employees view the newly created sustainability challenge and its details.
Given a new sustainability challenge has been created by the administrator, when employees log into the EcoTrackly platform and navigate to the Challenges section, then the new challenge should be listed with all the appropriate details (name, goals, timeline) visible.
Administrator sets specific participation rules for a sustainability challenge.
Given the administrator is creating a new challenge, when they enter detailed rules for participation (including eligibility criteria and point system), then the rules should be saved and accurately presented to employees in the challenge overview once the challenge is created.
Administrator deletes a sustainability challenge no longer needed.
Given an administrator selects an active sustainability challenge, when they choose to delete the challenge, then the challenge should be removed from the system and no longer visible to employees in the Challenges section on the EcoTrackly platform.
Administrator verifies the Challenge Creation Interface is user-friendly and intuitive.
Given an administrator accesses the Challenge Creation Interface, when they review the layout and functionality, they should be able to find and use all necessary features (e.g., goal settings, timelines, and rules) without technical assistance, confirming that the interface is intuitive and easy to navigate.
Progress Tracking Dashboard
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User Story
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As a participant, I want to view my team's progress in sustainability challenges so that I can stay motivated and engaged in our efforts.
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Description
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A tracking dashboard must be implemented to visually display real-time progress updates for individuals and teams participating in sustainability challenges. This dashboard will highlight metrics like energy saved, waste reduced, and CO2 emissions avoided, using data visualization tools to improve understanding. By fostering a competitive environment through visible leaderboards and progress bars, this feature aims to enhance engagement and motivate participants to meet their sustainability goals.
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Acceptance Criteria
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Real-time Progress Update for Individuals Participating in Sustainability Challenges
Given an employee participating in a sustainability challenge, when they access the Progress Tracking Dashboard, then they should see real-time updates of their individual metrics including energy saved, waste reduced, and CO2 emissions avoided, displayed in a clear and visually appealing manner.
Display of Team Progress Within Sustainability Challenges
Given a team involved in a sustainability challenge, when team members view the Progress Tracking Dashboard, then they must be able to see aggregated metrics for the team, including total energy saved and total waste reduced, compared to team goals, with progress displayed as a percentage.
Leaderboard Functionality for Sustainability Challenges
Given multiple teams participating in sustainability challenges, when they view the Progress Tracking Dashboard, then they should see a leaderboard that ranks teams based on energy saved, waste reduced, and CO2 emissions avoided, with the ability to filter results by different timeframes (daily, weekly, monthly).
Real-time Notifications for Achievements in Challenges
Given an employee making progress in a sustainability challenge, when they achieve a milestone (e.g., saving a specific amount of energy), then they should receive a real-time notification through the dashboard and via email to celebrate their achievement and motivate further participation.
Data Visualization Clarity and Effectiveness
Given the Progress Tracking Dashboard, when users interact with the dashboard, then the data visualization must show clear graphs and charts that transform complex data into understandable insights, so that all users, regardless of technical expertise, can understand their progress.
Integration of User Feedback for Dashboard Improvements
Given that users are utilizing the Progress Tracking Dashboard, when they provide feedback on their experience, then the system must allow for submission of feedback which will be reviewed regularly to make enhancements to the dashboard’s features and usability.
Historical Progress Tracking Capability
Given that an employee wants to track their progress over time, when they access the Progress Tracking Dashboard, then they should have the ability to view historical data showing their progress in sustainability challenges over multiple weeks or months, with visual comparisons to previous periods.
Reward System Integration
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User Story
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As an employee, I want to earn rewards for participating in sustainability challenges so that I feel recognized for my contributions toward our sustainability goals.
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Description
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This requirement entails developing a reward system that recognizes and incentivizes participation in sustainability challenges. Rewards can include tangible benefits such as vouchers, recognition within the organization, or points that could contribute to a larger rewards program. Rewarding individuals and teams enhances motivation, fosters a culture of sustainability, and encourages continued participation in environmental initiatives, reinforcing the behavior change sought by the challenges.
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Acceptance Criteria
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Employee participation in a sustainability challenge is incentivized through the newly integrated reward system by allowing team members to earn points for completed tasks.
Given an employee participates in sustainability challenges, when they complete specific tasks, then they should automatically earn points that are visible on their profile dashboard.
The rewards redemption process is straightforward and accessible to all employees who accumulate points.
Given an employee has accumulated points, when they navigate to the rewards section, then they should be able to view, select, and redeem rewards without any errors or delays.
Recognition of top performers in sustainability challenges motivates others to engage in future challenges.
Given that top performers are identified after each challenge, when the results are published, then all participating employees should see a leaderboard showcasing these top performers along with their achievements.
The reward system tracks participation and success across multiple sustainability challenges throughout the year.
Given multiple sustainability challenges throughout the year, when an employee checks their participation status, then they should be able to view their participation and performance history, including points earned from each challenge.
The rewards system integrates feedback from employees to continuously improve the incentive program.
Given that a feedback mechanism is in place, when employees submit feedback about the rewards they received, then the management should review and act on this feedback to enhance future reward offerings.
Sustainability challenges are promoted effectively within the organization to increase participation rates.
Given that marketing materials for sustainability challenges are distributed, when the challenge begins, then at least 70% of employees should be aware of the challenges and the associated reward system through surveys conducted post-launch.
Notification and Reminder System
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User Story
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As a participant, I want to receive reminders about challenge deadlines so that I can manage my time and fully engage in the sustainability activities.
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Description
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The system must send timely notifications and reminders about upcoming sustainability challenges, deadlines for participation, and progress updates to keep participants informed and engaged. This includes customized reminders via email and in-app notifications, ensuring participants do not miss critical information related to their participation. Effective communication is crucial for maintaining enthusiasm and compliance, driving higher engagement rates in sustainability initiatives.
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Acceptance Criteria
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Employee receives a notification about an upcoming energy-saving competition via email and in-app notification two days before the event starts.
Given an employee is registered for the energy-saving competition, When the event date is two days away, Then the employee receives an email and an in-app notification about the upcoming competition.
An employee checks their app and sees a reminder for submitting their progress in the waste reduction challenge.
Given an employee is participating in the waste reduction challenge, When the reminder is set for submission day, Then the employee sees a notification in-app and a follow-up email reminder.
The notification system sends updates to participants about their current standings in the sustainability challenges every week.
Given employees are registered participants in any ongoing sustainability challenge, When the notification schedule is activated, Then each participant receives a weekly update via email and in-app notification about their current standings and achievements.
An administrator adjusts the notification settings for participants to opt-in for more frequent reminders about sustainability challenges.
Given an administrator needs to change the notification frequency, When the administrator accesses the notification settings, Then they can adjust the frequency options for participants to receive additional reminders and updates.
Participants can customize their notification preferences for various sustainability challenges in their profile settings.
Given a participant is logged into their EcoTrackly account, When they access their notification preferences, Then they can select which challenges they want to receive notifications for and the mode of communication (email or in-app).
The system tracks engagement metrics related to notifications and reminders sent to participants during sustainability challenges.
Given notifications are sent to participants for sustainability challenges, When the challenge concludes, Then the system generates a report detailing the engagement metrics (open rates, click-through rates) associated with the notifications sent.
A participant receives a notification about missed deadlines for sustainability challenges they are registered for.
Given a participant has not submitted their activities by the deadline, When the deadline passes, Then the participant receives a notification alerting them that they missed the submission deadline via email and in-app.
Social Sharing Features
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User Story
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As a participant, I want to share my progress on social media so that I can inspire others to engage in sustainability efforts.
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Description
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An integration that allows users to share their achievements and challenge participation on social media platforms will be incorporated. This feature aims to create awareness and promote the sustainability initiatives of the organization externally. By enabling participants to showcase their efforts, organizations can enhance their public image and encourage others to adopt similar sustainability practices, fostering a community of eco-conscious individuals.
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Acceptance Criteria
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Social media sharing functionality allows users to easily post their sustainability challenge achievements to platforms like Facebook, Twitter, and LinkedIn directly from their EcoTrackly dashboard.
Given a user has completed a sustainability challenge, when they click the 'Share' button, then the user should be prompted to select a social media platform, and upon selection, the achievement should be shared publicly with a predefined message and hashtag.
Organizations can customize the message and visual elements that accompany the social sharing posts to better reflect their branding and sustainability goals.
Given an admin user accesses the social sharing settings, when they input a custom message and upload a logo, then the system should save these details and use them in future social media posts by users.
Users receive feedback on the engagement of their shared posts, including views, likes, and comments, to encourage further participation in sustainability challenges.
Given a user has shared their achievement on social media, when they check the 'My Shares' section in EcoTrackly, then they should see metrics detailing engagement levels (views, likes, comments) for each post.
Users can tag their colleagues in social media posts to increase team visibility and encourage group participation in sustainability challenges.
Given a user is sharing their achievement on social media, when they enter the '@' symbol followed by a colleague's name, then that colleague should be tagged in the post, leading to increased visibility and engagement.
The integration with social media platforms utilizes secure authentication methods to ensure users can share their achievements without having to re-enter their social media credentials each time.
Given a user has previously linked their social media accounts, when they click 'Share' for the first time, then they should be authenticated automatically without needing to log in again.
The platform should provide reporting analytics on the effectiveness of social sharing, including metrics on how many users shared their achievements and the reach of those posts.
Given the social sharing feature is utilized over a month, when an admin views the analytics dashboard, then they should see data on the number of posts shared, total impressions, and engagement rates from social media integrations.
Feedback and Improvement Module
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User Story
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As a participant, I want to provide feedback on the challenges I participated in so that the organization can improve future sustainability initiatives.
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Description
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A feedback module must be included to allow participants to share their experiences and suggestions regarding the sustainability challenges. This will help gather insights into what works well and what could be improved, fostering a culture of continuous improvement. Analyzing participant feedback will guide future challenge creation and engagement strategies, ensuring that the initiatives remain relevant and effective in driving sustainability within the organization.
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Acceptance Criteria
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Employees participating in a sustainability challenge provide feedback on their experiences through the Feedback and Improvement Module after completing the challenge.
Given the sustainability challenge has concluded, when an employee accesses the Feedback and Improvement Module, then they should be able to submit their feedback and suggestions without any errors.
Managers analyze feedback received from participants to identify areas for improvement in sustainability challenges.
Given that feedback has been collected, when the manager views the feedback reports, then they should see all submitted feedback categorized by themes such as effectiveness, engagement, and suggestions for improvement.
Employees are notified of their feedback submission status after they provide feedback on the sustainability challenges.
Given an employee successfully submits feedback, when they submit their response, then they should receive a confirmation message indicating that their feedback has been recorded successfully.
The Feedback and Improvement Module compiles feedback to generate an overall satisfaction score for each sustainability challenge.
Given that at least five feedback submissions have been recorded for a specific challenge, when the manager requests the satisfaction score, then the module should calculate and display an average score based on the participants' ratings.
Participants receive follow-up communications regarding how their feedback will influence future sustainability challenges.
Given that feedback has been analyzed, when the organization prepares follow-up communications, then all participants should receive an update summarizing key insights and actions taken based on their feedback.
The Feedback and Improvement Module is integrated with the overall platform for ease of access and functionality.
Given that the EcoTrackly platform is accessed, when the user navigates to the Feedback and Improvement Module, then the module should be fully functional and accessible from the main dashboard without any technical issues.
EcoRewards System
An incentive-based system that rewards employees for their sustainable actions and achievements. Users earn points for participating in challenges, completing eco-friendly tasks, or contributing to resource-saving projects. Points can be redeemed for rewards, recognition, or prizes, promoting a culture of sustainability within the organization while motivating individuals to actively engage in sustainable practices.
Requirements
User Registration and Profile Creation
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User Story
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As an employee, I want to register for the EcoRewards System and create a personal profile so that I can track my sustainable actions and achievements over time.
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Description
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This requirement involves implementing a user registration and profile creation feature within the EcoRewards System. Users should be able to create accounts using their email addresses or social media logins. The system must enable users to set up their profiles, including their roles, contributions, and interests related to sustainability. This feature enhances user engagement by allowing personalization and tracking of the sustainability challenges they join, their points earned, and their overall contributions. A well-organized profile page should provide users with insights into their progress and rewards, fostering a sense of achievement and motivation to participate actively.
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Acceptance Criteria
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User registration via email confirmation
Given a user provides their email and creates a password, when they submit the registration form, then a confirmation email should be sent with a verification link that the user must click to activate their account.
User profile creation with roles and interests
Given a user has successfully registered, when they access their profile page, then they should be able to set their roles, select interests related to sustainability, and provide a brief description of their contributions.
Integration of social media logins
Given a user chooses to register using social media, when they click on the appropriate social media button, then they should be redirected to the social media authorization page and upon approval, their EcoRewards account should be created automatically.
Profile dashboard displaying sustainability metrics
Given a user has set up their profile, when they log into their dashboard, then they should see their total points earned, challenges joined, and a visual representation of their sustainability contributions.
Editing user profile information
Given a user is on their profile page, when they choose to edit their information, then they should be able to update their roles, interests, and contributions, and save the changes successfully.
Reward points redemption process
Given a user has accumulated points, when they choose to redeem their points for a reward, then the system should confirm the redemption and deduct the appropriate points from their total score.
Viewing past achievements and contributions
Given a user wants to track their history, when they access the history section of their profile, then they should see a detailed log of past challenges participated in, points earned, and rewards received.
Points Accumulation Mechanism
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User Story
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As a user, I want to earn points for my sustainable actions so that I feel rewarded for my contributions and can compare my progress with my peers.
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Description
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This requirement focuses on developing a robust points accumulation mechanism, essential for incentivizing user participation in sustainable actions. The system should automatically award points based on predefined criteria for various eco-friendly tasks, challenges, or resource-saving initiatives. This mechanism needs to be flexible, allowing the addition of new tasks and varying point allocations based on levels of difficulty or impact. An effective points system not only motivates employees to engage actively but also facilitates the gamification of sustainability efforts, making it a fun and rewarding experience. Additionally, it should ensure transparency by allowing users to see how points are calculated and accumulated.
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Acceptance Criteria
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Employee successfully completes a designated eco-friendly task within the EcoRewards System, resulting in points being awarded according to predefined criteria.
Given an employee completes an approved eco-friendly task, When the system calculates points, Then the employee should receive the corresponding points based on the task's predefined criteria.
A new eco-friendly task is added to the EcoRewards System by an administrator, which should immediately be available for employees to complete.
Given an administrator adds a new eco-friendly task with point allocation, When employees view available tasks, Then they should see the new task listed with its associated points.
An employee wants to view their total accumulated points and the history of how points were awarded for each task completed.
Given an employee accesses their EcoRewards profile, When they check their points history, Then they should see a detailed list of all tasks completed along with the respective points awarded for each task.
The points accumulation mechanism successfully recalibrates points based on the difficulty level of the newly introduced tasks in the EcoRewards System.
Given a task with a higher difficulty level is introduced, When the points allocation is updated, Then employees should see an increase in points awarded for completing the higher difficulty task compared to basic tasks.
An employee redeems points for a reward through the EcoRewards System, ensuring the points are deducted accurately from their total.
Given an employee selects a reward to redeem, When the confirmation is provided, Then the points should be deducted from their total points accurately and reflected in their points history.
The EcoRewards System provides real-time updates to employees on their points status after completing tasks, ensuring engagement.
Given an employee completes a task, When the system processes the completion, Then the employee should receive immediate notification of the points awarded within the EcoTrackly application interface.
Employees are informed of their rank in a monthly leaderboard based on the total points earned through the EcoRewards System.
Given a monthly leaderboard is generated, When employees view the leaderboard, Then they should see their rank relative to other participants based on the total points accumulated over the month.
Reward Redemption Interface
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User Story
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As a user, I want to easily redeem my points for rewards so that I can enjoy the benefits of my sustainable efforts and feel acknowledged by the organization.
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Description
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This requirement entails creating a user-friendly interface for users to redeem their earned points for rewards, recognition, or prizes. The interface should display available rewards, including descriptions, point costs, and any relevant terms and conditions. Users should be able to filter rewards based on point levels and categories, such as gift cards, eco-products, or company recognition. This feature is crucial for maintaining user engagement by providing tangible incentives for participation. Additionally, the redemption process should be seamless, with clear steps and instant updates to the user’s point balance after redemption, enhancing the overall user experience.
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Acceptance Criteria
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User navigates the Reward Redemption Interface to view available rewards and select one to redeem after accumulating points.
Given the user is logged into the EcoRewards System, when they access the Reward Redemption Interface, then they should see a list of rewards with corresponding point costs, descriptions, and relevant terms and conditions displayed for each item.
User filters the available rewards based on point levels and categories.
Given the user is on the Reward Redemption Interface, when they apply filters for point levels and categories such as gift cards or eco-products, then the displayed rewards should accurately reflect the selected filters and only show rewards that match the criteria.
User selects a reward and initiates the redemption process.
Given the user has selected a reward to redeem, when they click the redeem button, then the system should prompt a confirmation dialog to confirm the action before completion.
User completes the redemption process and expects immediate feedback on their point balance.
Given the user confirms the redemption, when the reward is successfully redeemed, then their points balance should be instantly updated and reflected in their account, with a confirmation message showing the new balance and the details of the redeemed reward.
Administrator reviews the list of available rewards and updates the inventory appropriately.
Given the administrator accesses the Reward Management section, when they select to update rewards, then they should be able to add, edit, or remove rewards with their respective point costs, descriptions, and categories, which are reflected in the user interface upon saving changes.
User accesses the terms and conditions related to each reward before redeeming.
Given the user is viewing available rewards in the Reward Redemption Interface, when they hover over or click on the terms and conditions link for a reward, then a detailed view of the terms should be displayed, ensuring full transparency regarding the redemption rules.
Challenge Creation and Management Tools
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User Story
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As an administrator, I want to create and manage sustainability challenges so that I can engage employees in fun and competitive initiatives that promote eco-friendly practices.
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Description
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This requirement addresses the need for administrators to create and manage sustainability challenges within the EcoRewards System. Admin tools should enable the setup of various challenges, including defining criteria for participation, setting point allocations, and controlling the duration of each challenge. This functionality allows for dynamic engagement by creating time-limited events that encourage teamwork and competition among employees. Additionally, the management system should provide analytics on participation rates and challenge outcomes, helping to identify popular initiatives and areas for improvement. This feature empowers organizations to continuously refine and promote sustainability efforts effectively.
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Acceptance Criteria
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Admin creates a new sustainability challenge requiring employees to reduce energy consumption for a month.
Given an admin with the necessary permissions, when they enter challenge details including title, criteria, point allocation, and duration, then the challenge should be created successfully and visible in the challenge management dashboard.
Admin views participation metrics for an ongoing challenge to evaluate employee engagement levels.
Given an ongoing sustainability challenge, when the admin accesses the reporting analytics, then they should see real-time data on participation rates, points awarded, and the number of completed tasks displayed visually through graphs.
Admin edits an existing challenge to extend its duration and update point allocations based on initial engagement feedback.
Given an existing sustainability challenge, when the admin modifies the duration and point allocation details, then the changes should be saved successfully and reflected in the challenge overview within 5 minutes.
An employee attempts to join a sustainability challenge after the registration period has closed.
Given a closed challenge, when an employee tries to register post the deadline, then they should receive a notification stating that registration is closed.
Admin deletes a sustainability challenge that is no longer relevant.
Given an admin with appropriate permissions, when they choose to delete an active challenge, then they should receive a confirmation prompt and the challenge should be removed from the dashboard upon confirmation.
Employee views the list of available challenges to participate in for earning rewards.
Given an employee logged into the EcoRewards System, when they navigate to the challenges page, then they should see a list of all active challenges along with their participation criteria and point allocations.
Leaderboard and Progress Tracking System
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User Story
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As a user, I want to view my rankings and progress on a leaderboard so that I can see how my contributions compare to others and stay motivated to achieve more.
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Description
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This requirement involves implementing a leaderboard feature that showcases users’ point totals and rankings in real-time. The leaderboard should be publicly accessible within the EcoRewards platform, promoting healthy competition and community among users. Additionally, users should have access to individual progress tracking, displaying a summary of their earned points, completed challenges, and ongoing activities. This transparency fosters motivation and engagement as employees can see where they stand relative to their peers, driving enthusiasm for participating in sustainable actions. The leaderboard must also include options for filtering results by various categories, such as teams or monthly challenges.
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Acceptance Criteria
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User accesses the leaderboard feature in the EcoRewards platform to view their standing among peers.
Given that the user is logged in to their EcoRewards account, when they navigate to the leaderboard page, then they should see a real-time display of their ranking, total points, and the rankings of at least the top ten other users.
Employee tracks their personal progress through the EcoRewards platform.
Given that the user clicks on their profile within the EcoRewards platform, when they access the progress tracking section, then they should see a summary of their earned points, completed challenges, and ongoing activities displayed in a user-friendly manner.
Team lead wants to view the leaderboard filtered by team performance.
Given that a team lead is on the leaderboard page, when they select the 'Filter by Team' option, then they should be able to see a leaderboard that includes only the members from their selected team along with their respective points and rankings.
User participates in a monthly eco-friendly challenge and sees their progress ranking.
Given that the monthly challenge is active, when the user views the leaderboard, then they should see their position relative to others participating in the same challenge along with the total points earned so far in that challenge.
User checks for updates or changes in the leaderboard after a challenge concludes.
Given that a challenge has recently been completed, when the user refreshes the leaderboard page, then the updated rankings reflecting the points earned during the challenge should be displayed promptly without any delay.
An administrator wants to ensure that the leaderboard maintains data accuracy after updates.
Given that a backend data update has been performed, when the administrator views the leaderboard, then the displayed rankings and points should accurately reflect all updated user activities and achievements without discrepancies.
Leaderboards and Badging
Online leaderboards showcase top performers in sustainability initiatives, fostering a sense of competition and community within the organization. Employees can earn badges for specific achievements, such as "Waste Warrior" for waste reduction or "Energy Saver" for energy conservation efforts. This feature not only highlights individual and team contributions but also encourages ongoing participation and commitment to sustainability.
Requirements
Real-time Leaderboard Updates
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User Story
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As an employee, I want to see my ranking and progress on a sustainability leaderboard so that I can gauge my contribution compared to my peers and feel motivated to improve my efforts.
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Description
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This requirement involves implementing a dynamic leaderboard feature that displays real-time updates of individual and team performance in sustainability efforts. The leaderboard will visualize key metrics such as energy savings, waste reduction, and emissions offsets, allowing employees to see how their contributions stack up against colleagues. Incorporating gamification elements will boost engagement and motivation, making sustainability initiatives more appealing. Integration with the existing EcoTrackly data framework is essential to ensure accurate and timely updates, which will foster a healthy competitive spirit among employees and enhance overall participation in sustainability initiatives.
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Acceptance Criteria
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Real-time updates are displayed for the leaderboard every 5 minutes during work hours.
Given the leaderboard is active, When data is updated in EcoTrackly, Then the leaderboard should refresh to show the latest individual and team performance metrics within 5 minutes.
Employees must be able to view their individual performance on the leaderboard.
Given an employee is logged into EcoTrackly, When they access the leaderboard, Then they should see their individual score and ranking clearly displayed.
The leaderboard must accurately reflect performance metrics that are tracked in EcoTrackly.
Given the leaderboard is displaying metrics, When an employee achieves a performance milestone, Then that achievement must be reflected on the leaderboard in real-time.
The leaderboard should allow users to filter results by time period (daily, weekly, monthly).
Given the leaderboard interface, When a user selects a time filter, Then the leaderboard should adjust to show performance metrics only for the selected period.
Badges are awarded automatically when performance milestones are reached.
Given an employee meets the criteria for a badge, When the performance data is updated, Then the corresponding badge should be awarded and visible in the employee's profile within 24 hours.
Gamification elements must enhance employee engagement and motivation.
Given employees are using the leaderboard, When they achieve a higher rank or earn badges, Then they should receive a notification and visual reward on the leaderboard.
Achievement Badging System
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User Story
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As an employee, I want to earn badges for my sustainability achievements so that I can receive recognition for my efforts and encourage others to participate.
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Description
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The achievement badging system will recognize and reward employees for reaching specific sustainability milestones such as reducing waste, conserving energy, or participating in eco-friendly initiatives. Each badge will have unique criteria for earning, which fosters a sense of accomplishment and encourages sustained engagement in sustainability practices. Integration with EcoTrackly's analytics engine will allow automatic badge allocation based on performance metrics, providing immediate acknowledgment of employee efforts. This feature aims to create a culture of recognition and reward, further incentivizing sustainable practices within the organization.
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Acceptance Criteria
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Employee earns a badge after achieving a sustainability milestone, such as 50% reduction in waste production over a quarterly review.
Given an employee has reduced waste by 50% as tracked by EcoTrackly, when the quarterly review is complete, then the employee automatically receives the 'Waste Warrior' badge.
System automatically allocates badges based on real-time analytics data from EcoTrackly for energy savings.
Given an employee has saved 30% in energy consumption based on real-time metrics, when the analytics engine processes this data, then the employee receives the 'Energy Saver' badge within 24 hours.
Employees can view their earned badges and achievements on their EcoTrackly profiles.
Given an employee has earned badges, when they access their EcoTrackly profile, then they can see a list of their earned badges and associated achievements displayed correctly.
An employee participates in an eco-friendly initiative and meets the participation criteria to earn a badge.
Given an employee has participated in at least 3 eco-friendly initiatives in a year, when the participation criteria are evaluated, then the employee receives the 'Eco Champion' badge.
The badge allocation criteria can be adapted or updated by administrators based on changing sustainability goals.
Given a system administrator wants to update badge criteria, when they submit changes in the criteria interface, then the updated criteria are saved and applied to all relevant employees automatically.
Employees receive notifications upon earning new badges to encourage further participation.
Given an employee has earned a new badge, when the badge is allocated, then the employee receives an email notification detailing the new badge and the criteria for achieving it.
The analytics engine provides real-time reporting on badge allocations to track employee engagement.
Given the analytics engine processes performance data, when a report is generated, then it includes updated statistics on badge allocations and employee engagement levels in sustainability practices.
Customizable Leaderboard Filters
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User Story
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As a team leader, I want to filter the leaderboard by specific sustainability initiatives and time periods so that I can analyze team performance and strategize for future goals more effectively.
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Description
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Allow users to customize leaderboard views based on various filters such as time period, type of sustainability initiative (energy, waste, etc.), and team vs. individual performance. This functionality will enable employees and management to tailor the information displayed according to their specific interests and goals. The ability to review progress over different time frames will also enhance analysis and strategy development for sustainability efforts, making it easier to identify trend patterns and areas for improvement within the organization.
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Acceptance Criteria
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User Customizes Leaderboard Filters for Energy Performance Analysis
Given a logged-in user on the leaderboard page, when the user selects the filter for the 'Energy' initiative and sets the time period to 'Last Month', then the leaderboard should display only the top performers for the 'Energy' initiative from the last month.
Team vs. Individual Performance Comparison
Given a logged-in user on the leaderboard page, when the user switches the filter to compare 'Team' performance versus 'Individual' performance for the 'Waste' initiative, then the leaderboard should refresh to show both team and individual rankings side by side.
Saving Filter Preferences for Future Use
Given a logged-in user who has applied specific leaderboard filters, when the user chooses to save these settings, then their preferences should be preserved and automatically applied the next time the leaderboard is accessed.
Displaying Historical Performance Trends
Given a logged-in user on the leaderboard page, when the user applies a filter for 'Energy' initiatives over the past 6 months, then the leaderboard should not only show current rankings but also a graphical representation of trend patterns over the selected time frame.
Accessing Leaderboard from Different User Roles
Given logged-in users with different roles (employee, manager, admin), when any user accesses the leaderboard page, then they should see customized viewing options available to their role without unauthorized filtering options visible.
Filtering by Multiple Criteria Simultaneously
Given a logged-in user on the leaderboard page, when the user selects filters for 'Waste Reduction' initiatives, 'Last Quarter' time frame, and 'Individual Performance', then the leaderboard should correctly display rankings that meet all selected criteria together.
Social Sharing Functionality
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User Story
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As an employee, I want to share my sustainability badges on social media so that I can inspire others and highlight the company’s commitment to the environment.
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Description
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Integrate social sharing capabilities within the leaderboard and badging feature, so employees can share their achievements on internal networking platforms or externally on social media. This feature will not only foster team spirit and recognition but will also promote the organization's commitment to sustainability externally. Sharing achievements can create a ripple effect, encouraging other organizations and community members to adopt sustainable practices. The implementation must ensure user privacy while allowing for customizable sharing options.
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Acceptance Criteria
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Employee sharing an achievement on the leaderboard to an internal company portal.
Given an employee is viewing their achievements on the leaderboard, when they select the 'Share' button and choose the internal portal option, then their achievement should be posted on the internal company portal visible to all coworkers, with a notification of the achievement sent to relevant teams.
Employee sharing an achievement badge on a public social media platform.
Given an employee has earned a badge and is on the badge details page, when they click the 'Share on Social Media' button and select a platform (e.g., Twitter, LinkedIn), then the post should include the badge image, a predefined message about their achievement, and any relevant hashtags, with the option to add a personal message.
Privacy options for sharing achievements to ensure user data protection.
Given the sharing functionality is active, when an employee accesses the sharing options, then they must have the ability to customize their visibility settings, including options to share only with specific teams or individuals, and to exclude any personal information from the shared content.
Leaderboard displaying real-time updates for achieved badges shared by employees.
Given an employee has shared their achievement, when the leaderboard page is refreshed, then it should reflect the new achievement in real-time without requiring a page reload, and the total number of visible shared badges should be updated accordingly.
Encouragement notifications after sharing achievements.
Given an employee successfully shares their achievement, when the share is completed, then they should receive an encouragement notification thanking them for sharing and highlighting the positive impact of their sustainability efforts on the organization.
Customizable sharing options to control the content displayed.
Given an employee selects the share option, when they choose to share their achievement, then they should be able to select which elements of their achievement (e.g., score, badge earned, description) to include in the shared post.
Tracking engagement metrics for shared achievements.
Given the sharing functionality has been used, when an employee shares their achievement on social media, then the system should track engagement metrics (likes, shares, comments) and provide a report to admin users to assess the impact of the sharing feature.
Leaderboard Analytics Dashboard
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User Story
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As a manager, I want to access an analytics dashboard for the leaderboard so that I can understand engagement levels in sustainability efforts and make informed decisions for future initiatives.
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Description
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Develop an analytics dashboard that provides insights into leaderboard data, showcasing overall performance metrics, trends, and comparisons over time. This dashboard will serve managers and executives to review engagement levels and effectiveness of sustainability initiatives across departments. It will highlight top performers and identify areas needing improvement, supporting data-driven decision-making. Integration with existing reporting tools in EcoTrackly will be critical to ensure comprehensive analysis and reporting capabilities.
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Acceptance Criteria
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Dashboard Display of Metrics
Given the user is logged into the EcoTrackly platform, when they navigate to the Leaderboard Analytics Dashboard, then the dashboard should display overall performance metrics, including total participation rates, percentage improvement over previous periods, and key sustainability metrics segmented by department.
Trend Analysis Over Time
Given the user is on the Leaderboard Analytics Dashboard, when they view the trend analysis section, then the dashboard should provide visual graphs illustrating performance trends for sustainability initiatives over the last 12 months.
Comparison Capabilities Between Departments
Given the user is viewing the Leaderboard Analytics Dashboard, when they select two or more departments from the comparison feature, then the dashboard should display a side-by-side comparison of key sustainability metrics for those departments.
Top Performers Recognition
Given the user accesses the Leaderboard Analytics Dashboard, when they view the top performers section, then the dashboard should highlight the top 5 employees or teams with the highest sustainability scores and provide tooltips with their specific achievements.
Integration with Reporting Tools
Given the development is complete, when the Leaderboard Analytics Dashboard is tested for integration, then it should successfully pull and display data from existing reporting tools within EcoTrackly without any errors or data loss.
User-Friendly Visualization
Given the user is using the Leaderboard Analytics Dashboard, when they interact with the dashboard, then all visual elements such as graphs and reports should be intuitive, allowing users to easily understand sustainability performance without requiring extensive instructions.
Exporting Data Functionalities
Given the user is on the Leaderboard Analytics Dashboard, when they select the export option, then the dashboard should allow them to download the displayed data in multiple formats such as CSV, PDF, and Excel without any loss of data integrity.
Progress Tracking Dashboard
A visual dashboard that displays individual and team progress towards sustainability goals, allowing employees to see their contributions and the collective impact on the organization’s environmental objectives. This feature enhances user engagement by providing clear feedback on performance and motivating employees to improve their sustainability efforts.
Requirements
User-Friendly Interface
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User Story
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As a team member, I want a dashboard that is easy to navigate so that I can quickly check my sustainability contributions without confusion.
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Description
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The Progress Tracking Dashboard must feature a user-friendly interface that is intuitive and easy to navigate for users of varying technical abilities. This includes clear instructions, tooltips, and visual guides to help users understand their progress. The functionality should provide quick access to personal and team statistics, ensuring that relevant data is front and center. The integration with existing EcoTrackly features should ensure consistency in design and usability across the platform, enhancing user engagement and satisfaction.
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Acceptance Criteria
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User accesses the Progress Tracking Dashboard after logging into EcoTrackly for the first time.
Given that the user is logged in, when they navigate to the Progress Tracking Dashboard, then they should see a clear layout with visual guides and tooltips explaining various metrics on the dashboard.
A user wants to view their personal progress in sustainability efforts over the last month.
Given the user is on the Progress Tracking Dashboard, when they select their personal statistics, then they should see a graph displaying their monthly progress along with specific achievements noted clearly.
A team member wants to compare their contributions to their team's average performance.
Given the user is viewing their personal progress, when they request a comparison with the team's statistics, then the dashboard should display a side-by-side comparison in an easily readable format.
A new employee is using the dashboard and is unsure of what each icon represents.
Given the user is on the Progress Tracking Dashboard, when they hover over an icon or statistic, then a tooltip should appear providing a brief description of what it represents.
A user is looking for quick access to sustainability goals and their relevance to the organization’s objectives.
Given the user is accessing the Progress Tracking Dashboard, when they log in, then they should have direct links to their personal sustainability goals as well as the top three organizational objectives prominently displayed on the dashboard.
An employee checks the dashboard to find ways to improve their sustainability efforts.
Given the user is on the Progress Tracking Dashboard, when they look for suggestions, then they should see a section that offers personalized tips based on their previous performance and current goals.
Users need to provide feedback on the interface to improve usability.
Given that the user has spent time on the dashboard, when they choose to give feedback, then a feedback form should appear, allowing them to suggest improvements or report issues with the interface.
Real-Time Data Analytics
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User Story
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As a sustainability officer, I want real-time data displayed on the dashboard so that I can monitor and respond to our sustainability efforts as they happen.
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Description
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The dashboard should provide real-time analytics that reflect up-to-date progress towards sustainability goals. This includes metrics such as energy savings, waste reduction, and emissions targets achieved on a live basis. Users should be able to see changes as they occur, fostering a sense of immediate impact and engagement. The analytics must pull data directly from the IoT integrations used in EcoTrackly, thus ensuring accuracy and timeliness, which is vital for effective decision-making and motivation.
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Acceptance Criteria
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Real-time updates during a live sustainability meeting where team members are discussing progress against goals.
Given the dashboard is open during the meeting, when the data from the IoT devices updates, then the dashboard reflects these updates within 5 seconds.
A user wants to see their personal energy savings in the dashboard after making changes to their department’s machinery.
Given a user adjusts the machinery settings, when the IoT device sends updated energy consumption data, then the dashboard must show the updated energy savings for that user within 10 seconds.
The management team wants to review monthly sustainability reports based on the dashboard's real-time data.
Given the reporting period is selected, when the report is generated, then the report must accurately reflect the real-time analytics from the dashboard and include metrics for energy savings, waste reduction, and emissions targets achieved.
An employee is engaging with the dashboard to see how their contributions are affecting overall team performance.
Given a user selects their specific contributions, when they view the dashboard, then it must display personalized progress metrics and how they relate to the team's sustainability goals.
During a sustainability compliance audit, an external auditor wants to verify the real-time data accuracy presented on the dashboard.
Given the dashboard is being reviewed by an auditor, when they compare the live data with historical data from the IoT integrations, then all metrics must match and demonstrate accuracy within a margin of error of 5%.
A user sets a notification alert based on emission thresholds displayed on the dashboard.
Given a user configures an alert for emissions exceeding a specified threshold, when emissions data surpasses this threshold, then the user must receive a notification within 1 minute via their chosen communication method.
A user tries to refresh the dashboard manually to see the latest updates from the IoT devices.
Given the dashboard is displaying data, when the user clicks the refresh button, then the dashboard must pull the latest data from the IoT devices and update display results within 3 seconds.
Personal and Team Progress Metrics
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User Story
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As a team leader, I want to see both individual and team progress on the dashboard so that I can celebrate successes and address areas for improvement effectively.
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Description
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The dashboard must include separate sections for individual and team progress metrics, allowing users to see both their own contributions and the collective impact of their team. This feature fosters healthy competition and collaboration, encouraging users to strive for personal targets while supporting their peers. Metrics should be visually represented through graphs and progress bars, easily understandable at a glance, which will promote transparency and accountability within the organization.
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Acceptance Criteria
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Employee accesses the Progress Tracking Dashboard to view individual metrics and sees a graphical representation of their contributions towards sustainability goals, including energy saved and waste reduced.
Given an employee is logged into EcoTrackly, when they navigate to the Progress Tracking Dashboard, then they should see a visually represented graph showing their individual progress metrics, including energy savings and waste reduction, updated in real-time.
A manager reviews the team progress section of the dashboard to understand collective contributions towards sustainability goals and identify areas for improvement.
Given a manager accesses the Progress Tracking Dashboard, when they view the team progress section, then they should see a clear graph representing the team's collective contributions alongside a breakdown of individual performances, with data refreshed at least every hour.
Employees receive feedback on their sustainability efforts after a new monthly report is generated, encouraging them to meet personal targets.
Given that the monthly report has been generated, when employees check their Progress Tracking Dashboard, then they should receive notifications highlighting their achievements and areas for improvement based on their individual metrics for the month.
A user wants to compare individual progress against team averages to gauge performance relative to peers.
Given a user accesses their individual metrics on the dashboard, when they select to view comparisons, then they should see a comparative graph illustrating their metrics against the team average for respective categories like energy savings and waste reduction.
An administrator sets up the dashboard for new users to ensure seamless access to individual and team progress metrics.
Given an administrator is configuring the Progress Tracking Dashboard, when a new user is added, then the dashboard should automatically include their individual metrics as well as their respective team’s average performance displayed upon their first login.
Users interact with the dashboard to filter progress metrics based on specific time periods (e.g., weekly, monthly, quarterly).
Given a user is on the Progress Tracking Dashboard, when they select a time period filter, then the displayed metrics should update to reflect data only for the selected timeframe, including both individual and team progress.
Employees share their progress metrics with peers to foster collaboration and motivation.
Given an employee accesses their individual metrics on the Progress Tracking Dashboard, when they choose the share option, then a link should be generated that can be sent to their peers via email or messaging, allowing for visibility of their contributions.
Customization Options
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User Story
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As an employee, I want to customize my dashboard to focus on the metrics I care about most so that I can stay motivated and see relevant progress.
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Description
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Users should be able to customize their dashboard experience by selecting which metrics to display prominently. This could include options for choosing specific sustainability goals or metrics that are most relevant to their role. Customization enhances user experience by allowing individuals to tailor their dashboard to better fit their interests and responsibilities, making the platform more engaging and effective in tracking personal contributions to sustainability initiatives.
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Acceptance Criteria
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User navigates to the Progress Tracking Dashboard and accesses the customization options for the first time.
Given the user is on the Progress Tracking Dashboard, When the user selects the customization options, Then the user should see a list of available metrics to choose from for their dashboard display.
User customizes their dashboard by selecting preferred sustainability metrics to display.
Given the user has selected their preferred metrics, When they save their customization, Then the saved settings should reflect immediately on their dashboard, displaying only the selected metrics.
User wants to reset their dashboard settings back to the default metrics after making customizations.
Given the user has customized their dashboard settings, When the user selects the reset option, Then the dashboard should revert to the original, default metrics without any user-selected customizations.
User shares their customized dashboard with team members to promote collective sustainability efforts.
Given the user has customized their dashboard, When the user shares their dashboard, Then the team members should be able to view the same customized metrics as set by the user.
User checks if the customization options improve their engagement with sustainability metrics over time.
Given the user utilizes the customization options, When the user reviews their progress over a specified time period, Then the user should report a noticeable increase in engagement and understanding of their contributions to sustainability goals.
User attempts to apply multiple filters to the metrics displayed on their dashboard for a more tailored experience.
Given the customization interface supports multiple filters, When the user applies these filters to their dashboard, Then the dashboard should accurately reflect the applied filters and display the relevant metrics accordingly.
Goal Setting and Notifications
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User Story
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As a user, I want to set personal targets and receive reminders so that I can stay on track with my sustainability goals.
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Description
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The feature should enable users to set personal sustainability goals and receive notifications or reminders about their progress. Users should be able to input target values for metrics they wish to improve and receive alerts on milestones achieved or outstanding targets. This encourages proactive engagement with the dashboard, helping users to remain focused on their objectives and enhancing accountability in achieving sustainability initiatives.
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Acceptance Criteria
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Users can set personal sustainability goals within the EcoTrackly dashboard.
Given the user is logged into the EcoTrackly platform, when they navigate to the goal-setting section and enter a target value for any sustainability metric, then the system should save the goal and display it in the user's progress tracking dashboard.
Users receive notifications upon achieving their sustainability milestones.
Given a user has set sustainability goals within EcoTrackly, when the user reaches a milestone related to their goal, then the system should send an instant notification to the user via email and/or in-app alert confirming the achievement.
Users can view their progress towards sustainability goals on the dashboard.
Given a user has input target values for their sustainability metrics, when they access the progress tracking dashboard, then the system must display the user's current progress as a percentage of the set target along with visual indicators (e.g., green for on-track, red for off-track).
Users can modify their existing sustainability goals.
Given the user is logged into the EcoTrackly platform and views their list of goals, when they select a specific goal and change its target value, then the system should update the goal in the user's profile and reflect the change in the progress tracking dashboard instantly.
Users can receive reminders for outstanding targets as the deadline approaches.
Given a user has set sustainability goals with deadlines in EcoTrackly, when the deadline of a goal is one week away, then the system should automatically send a reminder notification to the user to encourage them to take action towards goal completion.
Users can view a summary of all their sustainability goals and notifications in one place.
Given the user is on the EcoTrackly dashboard, when they click on the 'Goals Overview' section, then the system should display a comprehensive summary of all their goals, including target values, current progress, and any notifications related to milestones or reminders.
The system tracks and displays historical data related to goal progress.
Given a user has been using the goal-setting feature over a period of time, when they select a specific goal to view its historical progress, then the system should present a timeline chart showcasing progress over time, indicating milestones achieved and any missed targets.
Integration with Reporting Tools
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User Story
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As a manager, I want to generate reports from the dashboard data so that I can communicate our sustainability progress effectively to stakeholders.
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Description
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The Progress Tracking Dashboard should integrate seamlessly with EcoTrackly’s reporting tools, allowing users to generate reports based on their dashboard metrics. This functionality enables individuals and teams to present their accomplishments and progress in a formalized manner for stakeholders and management. The feature should support exporting data in multiple formats, including PDF and Excel, to facilitate easy sharing and review within the organization.
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Acceptance Criteria
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Users can view detailed reports generated from the Progress Tracking Dashboard after selecting their metrics and time frames.
Given the user is on the Progress Tracking Dashboard, when they select metrics and specify a time frame, then they should be able to generate and view a report that accurately reflects the selected metrics for that period.
Users can export reports in multiple formats including PDF and Excel for ease of sharing within the organization.
Given the user has generated a report, when they click the export button, then the report should successfully download in the selected format (PDF or Excel) without any data loss.
The integration with reporting tools should ensure that data is consistently reflected in both the dashboard and the reports generated, maintaining data integrity.
Given the user makes changes to their sustainability metrics on the dashboard, when they generate a report, then the report should reflect the most current data without discrepancies.
Users can easily navigate to the reporting tool from the Progress Tracking Dashboard.
Given the user is on the Progress Tracking Dashboard, when they click on the reporting tool link, then they should be directed to the correct reporting tool interface without errors or delays.
Reports generated must include visual elements like charts and graphs to enhance data interpretation for stakeholders.
Given the user generates a report, when the report is displayed, then it should automatically include relevant charts and graphs representing the data visually.
The system should provide user instructions on how to generate and export reports for first-time users.
Given the user is accessing the reporting feature for the first time, when they look for help or instructions, then there should be clear step-by-step guidance available for how to generate and export reports.
Sustainability Quests
Engaging, themed quests that challenge employees to complete specific sustainability-related tasks over a set period. These quests can include activities like organizing recycling drives, reducing paper usage, or participating in local clean-up events. Employees earn points upon completion, enhancing teamwork and collaboration across departments while contributing to the company's sustainability objectives.
Requirements
Quest Setup Dashboard
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User Story
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As an administrator, I want to set up sustainability quests easily so that I can promote environmental responsibility among employees effectively.
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Description
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A centralized dashboard that allows administrators to create, configure, and track sustainability quests. This dashboard should enable the setting of quest parameters such as duration, tasks, points allocation, and team formations. It should provide insights into quest performance analytics, including participation rates and completion stats. The dashboard will enhance the administrative efficiency in managing quests and ensure seamless integration with existing employee management and monitoring systems.
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Acceptance Criteria
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Administrator uses the Quest Setup Dashboard to create a new sustainability quest for the organization.
Given the administrator is logged into the dashboard, when they fill out the quest parameters including duration, tasks, and points, and click 'Create', then a new quest should be created and visible in the active quests list.
Administrator wants to configure existing quests to adjust task parameters based on real-time feedback.
Given an administrator selects an active quest, when they edit the quest parameters and save the changes, then the updated quest details should reflect immediately in the dashboard and for all participants.
Administrator accesses performance analytics for ongoing sustainability quests to evaluate employee engagement.
Given an administrator clicks on the analytics tab, when they select a specific quest, then the dashboard should display metrics such as participation rates, task completion stats, and points earned, ensuring data accuracy to two decimal points.
Administrator needs to allocate teams for upcoming quests to ensure cross-departmental participation.
Given the administrator is in the team allocation section, when they select employees from different departments and assign them to the quest, then the dashboard should confirm that the teams are created and notify team members via email.
Administrator checks the integration of the Quest Setup Dashboard with the employee management system to verify data synchronization.
Given the administrator is in the integration settings, when they initiate a data sync, then the employee records in the dashboard should match the most recent entries in the employee management system without discrepancies.
Administrator aims to replicate a previously successful quest template for a new sustainability challenge.
Given the administrator selects a completed quest, when they choose the 'Replicate' option, then a new quest should be created with the same parameters and tasks, ready for modifications.
Employee Participation Tracking
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User Story
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As an employee, I want to see my progress and points earned in sustainability quests so that I can feel motivated to participate more actively.
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Description
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A feature that captures and tracks employee participation in sustainability quests in real-time. It should provide updates on which employees have completed tasks, the points they have earned, and their current standing in the overall quest rankings. This tracking will not only motivate employees through gamification elements but also provide management with insights into employee engagement levels across various departments.
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Acceptance Criteria
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Employee logs into EcoTrackly and accesses the Sustainability Quests feature to view ongoing quests and tasks they can participate in.
Given that an employee is logged into EcoTrackly, when they access the Sustainability Quests feature, then they can view a list of available quests along with task details and deadlines.
An employee completes a task within a sustainability quest and submits the completion through the EcoTrackly platform.
Given that an employee has completed a task, when they submit their completion for review, then their submission is recorded and points are updated in real time on the employee leaderboard.
Management wants to analyze employee engagement levels across various departments based on the participation in sustainability quests.
Given that various employees have participated in quests, when management accesses the analytics dashboard, then they can view detailed reports showing participation rates, points earned, and completion status by department.
An employee wants to check their current standing in the overall quest rankings after completing several tasks.
Given that an employee has completed several tasks, when they navigate to the leaderboard section of the Sustainability Quests feature, then they can see their current ranking alongside other participants.
Employees need to be notified when a new sustainability quest is launched.
Given that a new sustainability quest is added, when the feature is activated, then all employees receive a notification regarding the new quest via email and within the EcoTrackly application.
An employee wants to review their past quest completions and earned points.
Given that an employee has completed multiple quests, when they access the 'My Achievements' section, then they should see a detailed history of completed tasks along with the points earned for each task.
Team Collaboration Features
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User Story
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As a team member, I want to collaborate with my colleagues to complete sustainability tasks together so that we can achieve our goals more effectively.
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Description
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Tools that facilitate collaboration among employees during sustainability quests, including group chat functionality, automated reminders, and task assignment capabilities. This feature will foster teamwork and encourage group participation in completing sustainability-oriented tasks, thus enhancing the social aspect of the quests and promoting a collaborative workplace culture.
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Acceptance Criteria
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Collaborating on a recycling drive within the Sustainability Quest feature of EcoTrackly.
Given a group of employees assigned to a recycling drive, when they utilize the group chat feature, then all participants can send and receive messages in real-time without technical issues.
Automated reminder notifications for tasks assigned within sustainability quests.
Given an employee assigned a task with a due date, when the due date approaches, then an automated reminder notification is sent to the employee at least 24 hours prior.
Assigning tasks to team members in sustainability quests through EcoTrackly.
Given a designated group leader, when they assign tasks to group members, then each group member receives an alert in their EcoTrackly dashboard confirming the task assignment.
Tracking completion of sustainability tasks among team members.
Given a sustainability quest with multiple tasks, when all assigned tasks are marked as complete by team members, then the group leader can view a summary report of task completions in real-time.
Encouraging inter-departmental collaboration through group tasks in sustainability quests.
Given task assignments that require cross-department participation, when employees from different departments engage in these tasks, then reports reflect active participation from all involved teams.
Visual representation of team participation and points earned during sustainability quests.
Given the completion of tasks in a sustainability quest, when employees log into EcoTrackly, then they can view a leaderboard displaying points earned by each team member and aggregate scores for the team.
Reward System Integration
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User Story
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As an employee, I want to receive rewards for completing sustainability quests so that I feel recognized for my efforts in contributing to the company's sustainability goals.
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Description
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An integrated reward system that allows employees to earn bonuses, recognition badges, or other incentives based on their performance in sustainability quests. This system should link with existing employee reward mechanisms to ensure that participation in sustainability efforts is recognized and valued within the organization, thereby encouraging ongoing engagement and commitment to sustainability initiatives.
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Acceptance Criteria
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Integration of employee sustainability quests with the existing reward system to recognize employee efforts.
Given an employee completes a sustainability quest, when the quest is submitted for validation, then the employee should receive corresponding points and a recognition badge in their profile.
Tracking and reporting of accumulated points and rewards for participating in sustainability quests.
Given an employee participates in multiple sustainability quests, when the reporting dashboard is accessed, then the dashboard should display the total points earned and badges accumulated by the employee.
Automation of the reward distribution process linked to the completion of sustainability quests.
Given an employee successfully completes a sustainability quest, when the quest completion is verified, then the reward system should automatically update the employee’s rewards and send a notification of the earned reward.
Compatibility of the reward system with existing HR reward mechanisms to ensure seamless recognition processes.
Given that the employee reward system is integrated, when a sustainability quest is completed, then the reward should reflect in the employee’s existing HR reward profile accordingly.
User feedback collection on the reward system's effectiveness in encouraging sustainability participation.
Given that employees have participated in sustainability quests, when the feedback survey is conducted, then at least 75% of respondents should indicate that the reward system enhances their motivation to participate in sustainability initiatives.
Visibility of the reward system in the employee dashboard for increased engagement.
Given an employee accesses their dashboard, when they view the rewards section, then it should clearly display the points earned, currently available rewards, and any achievements from participating in sustainability quests.
Reporting and Analytics Module
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User Story
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As a manager, I want to access reports on sustainability quests so that I can evaluate their effectiveness and plan future initiatives accordingly.
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Description
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A robust reporting and analytics module that generates detailed reports on sustainability quest participation, task completion rates, and overall impact on sustainability goals. This should include customizable reporting features that allow managers to visualize data in various formats, supporting decision-making and strategic planning for sustainability initiatives within the company.
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Acceptance Criteria
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Stakeholders review sustainability quest participation metrics during a quarterly meeting to assess employee engagement and impact on overall sustainability goals.
Given the Reporting and Analytics Module is accessible, when stakeholders generate a report, then they should see a summary of total participants, average participation rate per quest, and total points earned by employees.
A manager wants to visualize the progress of sustainability quests over time to identify trends and areas for improvement.
Given the Reporting and Analytics Module has historical data enabled, when the manager selects a date range and a specific quest type, then the system should display a line graph showing task completion rates for that period.
An employee wants to receive feedback on their contributions toward sustainability goals after completing several quests.
Given the employee has completed multiple quests, when they access their profile in the Reporting and Analytics Module, then they should see a personalized report detailing their completed tasks, points earned, and overall impact towards sustainability objectives.
A sustainability manager needs to create a detailed report for the executive board on how sustainability quests are influencing waste reduction within the company.
Given the Reporting and Analytics Module is fully functional, when the manager requests a report on waste reduction correlating with quest participation, then the generated report should provide metrics on waste diverted from landfills and associated carbon emissions reductions.
The compliance team needs to ensure that the sustainability initiatives are within regulatory standards and goals set by the board.
Given the Reporting and Analytics Module includes compliance data, when the compliance team reviews the report, then it should highlight any deviations from the established regulatory standards and provide recommendations for corrective actions if necessary.
A department head wants to measure the performance of their team in sustainability quests compared to other departments.
Given the Reporting and Analytics Module allows for departmental comparisons, when the department head requests a comparative performance report, then the system should display metrics such as total quests completed per department, average points earned, and engagement levels.
A user wants to customize their reports to focus specifically on energy-related sustainability quests.
Given the Reporting and Analytics Module has customization features, when the user selects parameters to filter the report by quest category, then the system should generate a report that only includes data related to energy sustainability quests, including participation rates and impacts.
Mobile Accessibility
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User Story
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As an employee, I want to access sustainability quests on my mobile device so that I can participate and track my progress conveniently while on the go.
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Description
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Development of a mobile-friendly interface for the sustainability quests feature, ensuring that employees can participate in and track their progress on quests using their mobile devices. This accessibility will enhance engagement by allowing employees to stay connected with their sustainability tasks regardless of their location, promoting continuous engagement with the company's sustainability initiatives.
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Acceptance Criteria
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Mobile employees participating in Sustainability Quests while commuting or at remote locations.
Given an employee is on their mobile device, when they access the EcoTrackly application, then they can view a list of available sustainability quests, complete tasks, and submit progress updates in real-time.
Employees using various mobile devices with different screen sizes to access the Sustainability Quests.
Given an employee accesses the EcoTrackly application from a mobile device, when the application loads, then it should automatically adjust to fit all supported screen sizes (smartphones and tablets) without losing functionality or clarity.
Real-time notifications for employees about quest deadlines and updates sent to their mobile devices.
Given an employee has opted into notifications, when there is an update or approaching deadline for a sustainability quest, then the employee receives an instant push notification on their mobile device with relevant details.
Tracking and displaying employee progress on sustainability quests through a mobile interface.
Given an employee has participated in multiple sustainability quests, when they view their profile on the mobile app, then they should see an updated summary of points earned, completed tasks, and any badges awarded for participation.
Users seeking assistance or information about Sustainability Quests on mobile devices.
Given an employee is unsure about any aspect of a sustainability quest, when they access the help section in the mobile app, then they should be able to view FAQs, guidance documents, and a contact form to submit questions.
Ensuring consistent performance of the mobile app under various network conditions.
Given that the employee is using the EcoTrackly app on mobile data, when there are low connectivity conditions, then the app should still allow access to basic quest functionalities and store submissions locally until connectivity is restored.
Engagement tracking for employees participating in sustainability quests via mobile application.
Given an employee completes a sustainability quest through the mobile app, when they finish the quest, then their engagement metrics should be recorded in the system for reporting and analytics purposes, available for management to review.
Interactive Sustainability Surveys
Gamified surveys that gather employee insights and feedback on sustainability initiatives within the organization. By using engaging formats like quizzes or polls, employees can express their opinions while participating in the gamification process. This encourages a culture of open communication and empowers employees to contribute ideas for further improvement in sustainability practices.
Requirements
Gamified Survey Interface
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User Story
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As an employee, I want to engage in gamified sustainability surveys so that I can share my insights and ideas in a fun and interactive way, ultimately contributing to our organization's sustainability initiatives.
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Description
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This requirement entails the development of a user-friendly, gamified interface that allows employees to participate in sustainability surveys through engaging formats such as quizzes and polls. The interface should be visually appealing and intuitive, incorporating elements of game design, such as progress tracking, rewards for participation, and engaging visuals that capture user interest. The goal is to enhance employee participation, gather meaningful insights, and promote a fun way to collect feedback on sustainability initiatives within the organization. The implementation of this interface is crucial as it motivates employees to contribute to sustainability efforts, fostering a culture of cooperation and innovation.
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Acceptance Criteria
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Employee Accesses the Survey through EcoTrackly Dashboard
Given an employee is logged into their EcoTrackly account, when they navigate to the 'Sustainability Surveys' section, then they should see a list of available gamified surveys to participate in.
Employee Completes a Gamified Sustainability Survey
Given an employee selects a gamified survey, when they complete the survey questions and submit their responses, then their participation should be recorded, and they should receive immediate feedback on their completion status and any rewards earned.
Progress Tracking for Employees Participating in Surveys
Given an employee is engaging with a gamified survey, when they complete each section, then their progress should be visually displayed on the interface, updating in real-time to enhance user engagement.
Reward System Mechanics for Participation
Given a user completes a survey, when the survey submission is confirmed, then the reward mechanism should trigger, and the employee should receive points or badges added to their EcoTrackly profile.
Visual Appeal and User Engagement Metrics
Given that the gamified survey interface is in use, when the gamification elements are interacted with, then user engagement metrics such as time spent and completion rates should be recorded and analyzed for effectiveness.
Employee Feedback Submission on the Survey Experience
Given that an employee has participated in a survey, when they are prompted to provide feedback on the survey experience, then the feedback form should be accessible, easy to fill out, and the results should be collected for analysis.
Analytics on Survey Participation Rates
Given a set period after survey launch, when analytics are reviewed, then the system should report participation rates segmented by department and survey type, validating overall engagement and areas for improvement.
Real-Time Feedback Mechanism
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User Story
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As an employee, I want to receive real-time feedback on my survey responses so that I can see how my input contributes to our sustainability goals and feel more engaged in the process.
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Description
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This requirement involves developing a real-time feedback mechanism that allows employees to receive immediate responses upon completing surveys. This feature should include visual representations for instant feedback, such as graphs showing trends in employee responses or areas of high concern. Additionally, it should provide employees with details on how their feedback impacts existing sustainability initiatives and which suggestions are being implemented. This mechanism will enhance engagement by demonstrating that employee input is valued and taken seriously, promoting ongoing participation and improvement in sustainability practices.
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Acceptance Criteria
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Employee Interaction with Real-Time Feedback Mechanism
Given an employee completes a sustainability survey, When they submit their responses, Then they should receive immediate visual feedback through graphs displaying trends in their responses and areas of concern.
Impact Communication of Employee Feedback
Given an employee views their survey results, When they check the feedback mechanism, Then they should see a summary indicating how their specific input has influenced current sustainability initiatives and what suggestions have been implemented.
Gamification of Feedback Process
Given an employee engages with the gamified survey, When they complete it, Then they should receive a score and be awarded points or badges for participation, enhancing their sense of achievement and encouraging continued involvement.
Accessibility of Real-Time Feedback Visuals
Given the real-time feedback is generated, When an employee accesses the platform, Then the visual representations must load within 3 seconds and be easily interpretable, ensuring all employees can understand their feedback results quickly.
Employee Engagement Metrics
Given the real-time feedback mechanism is in place, When surveys are analyzed over a quarter, Then there should be an increase of at least 20% in employee participation and engagement in sustainability initiatives compared to the previous quarter.
Feedback Mechanism Reporting for Management
Given the feedback mechanism is actively collecting responses, When management reviews the data, Then the reports generated should accurately reflect employee feedback trends and suggest actionable insights for improving sustainability practices.
User-friendly Design of Feedback Interface
Given the real-time feedback interface is developed, When an employee uses the tool, Then they should find it intuitive and easy to navigate, with at least 85% of users rating their experience positively in usability testing surveys.
Multilingual Survey Support
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User Story
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As a non-English speaking employee, I want to take the sustainability survey in my preferred language so that I can participate fully and share my opinions effectively.
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Description
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This requirement is focused on extending the gamified surveys to support multiple languages to cater to a diverse workforce. The surveys should automatically adjust language settings based on employee preferences or location, ensuring that all employees can participate fully regardless of their language proficiency. This inclusion is vital for gaining comprehensive insights as it allows for a broader range of responses, enhancing the overall utility of the data collected and ensuring that the surveys are accessible to everyone within the organization.
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Acceptance Criteria
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Multilingual Survey Access for Diverse Workforce
Given an employee accesses the survey platform, when their language preference is set in their profile, then the survey should automatically display in the selected language without requiring manual adjustments.
Dynamic Language Adjustment Based on Location
Given an employee's device is set to a specific location, when the survey is initiated, then the platform should detect the default language associated with that location and present the survey in that language, promoting ease of understanding.
Survey Completion in Selected Language
Given an employee takes the survey in their preferred language, when they submit their responses, then the data collected should accurately reflect the answers provided in that language without translation errors.
Real-time Language Change Option
Given an employee is taking the survey, when they wish to change the survey language mid-way, then they should be able to toggle between available languages without losing previous responses or progress.
Access for Non-native Speakers
Given an employee who is not a native speaker of the primary company language, when they access gamified surveys, then they should be provided with language options that make the survey fully comprehensible and engageable.
Comprehensive Language Support Validation
Given a set of predefined languages for the surveys, when the testing occurs, then all defined languages should be fully functional in terms of survey navigation and question comprehension, ensuring there are no dead ends or language mismatches.
Survey Participation Analytics Dashboard
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User Story
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As a manager, I want to access analytics on survey participation and feedback trends so that I can make informed decisions about future sustainability initiatives and improve employee engagement.
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Description
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This requirement includes the development of an analytics dashboard that provides insights into survey participation rates, employee demographics, and feedback trends. The dashboard will offer management tools to monitor engagement levels and identify opportunities for improving survey design and outreach. By analyzing this data, the organization can ensure that all employee voices are heard and can drive focused improvements in sustainability strategies based on actual user engagement and feedback.
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Acceptance Criteria
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Survey Participation Analytics Dashboard is utilized by management to analyze employee participation in sustainability surveys over the last quarter.
Given the dashboard is accessed, when the user selects the last quarter, then the dashboard should display participation rates segmented by department, showing a breakdown of responses and engagement levels.
A manager views the employee demographics section of the analytics dashboard to understand who is participating in the sustainability surveys.
Given the demographics section is open, when the user views the data, then the dashboard should present age, gender, and tenure distribution of participants in a visually clear format (charts/graphs).
The dashboard provides insights into feedback trends from sustainability surveys to help management identify areas needing improvement.
Given feedback data is displayed, when the user filters by topic (e.g., waste management), then the dashboard should show trends in employee sentiment over time with clear visual indicators of positive/negative feedback.
Management utilizes the dashboard to compare survey participation rates across different sustainability initiatives to assess their effectiveness.
Given multiple initiatives are selected, when the user requests a comparison, then the dashboard should accurately display participation rates for each initiative side by side for easy analysis.
The analytics dashboard is used to generate reports that can be presented during company-wide meetings to discuss employee engagement in sustainability initiatives.
Given the report generation function is used, when the user selects the desired metrics and timeframe, then the dashboard should create a comprehensive report that includes visualizations and key findings, ready for download or sharing.
An administrator configures alerts within the dashboard to notify management of significant changes in survey participation or feedback.
Given the alert configuration is set up, when participation drops below a predefined threshold or feedback scores decrease significantly, then the system should send automated alerts to specified management personnel via email.
The dashboard allows users to explore real-time data analytics on ongoing survey engagements.
Given the dashboard is live, when an employee accesses the survey status section, then the dashboard should dynamically display up-to-date participation percentages and trending topics in real-time.
Customizable Survey Content
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User Story
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As a department manager, I want to customize the surveys for my team to address our specific sustainability goals so that we can gather the most relevant feedback and insights to improve our practices.
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Description
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This requirement seeks to enable the customization of survey content based on department-specific sustainability goals or current initiatives within the organization. It should allow managers to tailor questions that reflect specific environmental impacts or challenges relevant to their teams. This feature will ensure that the content is relevant and increases the likelihood of participation and meaningful feedback, thus driving targeted improvements in sustainability practices across the organization.
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Acceptance Criteria
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Department Managers Customizing Surveys for Quarterly Sustainability Review
Given a department manager with access to the survey customization tool, when they select their specific department from the dropdown menu and customize the questions to reflect their team's sustainability goals, then the customized survey should be saved and ready for distribution to employees within that department.
Employee Participation in Customized Surveys
Given a customized sustainability survey created by a department manager, when an employee in that department receives the survey link, then they should be able to complete the survey in less than 10 minutes and their responses should be recorded accurately in the system.
Evaluation of Feedback from Customized Surveys
Given a completed sustainability survey, when a department manager views the aggregated feedback, then they should see actionable insights and suggestions presented in a clear data visualization format, enabling easy interpretation and decision-making.
Ensuring Relevance of Survey Questions
Given a customization session, when a department manager selects or creates survey questions, then they should have access to a library of pre-approved questions that align with company-wide sustainability initiatives, ensuring relevance throughout the organization.
Gamification Elements in Surveys for Employee Engagement
Given the customization of a sustainability survey, when the department manager adds gamification elements such as quizzes or polls, then those elements should be interactive and visually appealing to encourage higher participation rates among employees.
Reviewing Participation Rates of Customized Surveys
Given the distribution of a customized survey, when the department manager reviews the participation statistics, then they should see a report indicating the percentage of employees who completed the survey, along with demographics to analyze engagement levels.
Feedback Loop for Survey Improvements
Given that a survey has been conducted, when a department manager analyzes the results, then they should have the opportunity to provide feedback on the survey customization process itself, ensuring continuous improvement of survey effectiveness for future iterations.
EcoBuddy Program
A peer-to-peer incentive where employees can pair up to support each other’s sustainability goals. Participants can share tips, motivate each other, and achieve milestones together. The EcoBuddy Program encourages collaboration, builds camaraderie, and transforms sustainability into a collective journey, making it a more engaging and rewarding experience.
Requirements
Buddy Pairing Mechanism
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User Story
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As an employee, I want to be paired with a buddy who shares similar sustainability goals so that we can motivate each other and achieve our targets together.
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Description
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The Buddy Pairing Mechanism allows employees to connect and form partnerships within the EcoBuddy Program. This feature will facilitate the matching of participants based on shared interests, goals, or sustainability initiatives. By enabling employees to support each other, it fosters a sense of community and encourages collaboration, making the pursuit of sustainability goals more engaging. This mechanism is essential for enhancing user participation and ensuring that the program promotes meaningful connections between employees.
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Acceptance Criteria
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Employee Initiation of Buddy Pairing
Given an employee has logged into EcoTrackly, when they access the EcoBuddy Program, then they should see an option to initiate pairing with another employee based on shared sustainability interests.
Automated Matching of Participants
Given a list of employees with sustainability goals, when the Buddy Pairing Mechanism is activated, then the system should automatically match participants based on their selected interests and goals within 5 seconds.
Viewing Matched Buddies
Given that an employee has been successfully paired with a buddy, when they navigate to their EcoBuddy dashboard, then they should see the details of their matched buddy along with their respective sustainability goals.
Buddy Communication and Engagement
Given two employees have been paired as EcoBuddies, when they both log into EcoTrackly, then they should have access to a dedicated communication channel for sharing tips and progress updates.
Feedback on Pairing Mechanism
Given that an employee has completed their experience with a buddy, when they submit feedback on the pairing process, then the feedback should be recorded and analyzed for improvements in the matching algorithm.
Tracking Sustainability Milestones Together
Given that two employees are paired, when they achieve a shared sustainability milestone, then the system should notify both participants and allow them to celebrate their achievement within the EcoBuddy Program.
Ending a Buddy Partnership
Given that an employee wishes to end their pairing with a buddy, when they select the option to unpair, then the system should successfully reassign them to be available for matching with another participant within 24 hours.
Progress Tracking Dashboard
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User Story
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As a participant, I want to view my progress and my buddy’s achievements in one place so that we can keep each other accountable and motivated.
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Description
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The Progress Tracking Dashboard provides users with a centralized platform to monitor their and their buddy’s sustainability achievements. This dashboard will visually represent milestones, shared tips, and overall progress towards sustainability goals. By offering real-time analytics and visual feedback, this feature encourages participants to stay engaged and accountable, ultimately driving higher success rates in achieving sustainability objectives. The dashboard will integrate seamlessly into the existing EcoTrackly platform for consistent user experience.
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Acceptance Criteria
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User accesses the Progress Tracking Dashboard to view their sustainability progress and that of their EcoBuddy.
Given the user is logged into EcoTrackly, when they navigate to the Progress Tracking Dashboard, then they should see their individual sustainability metrics as well as their EcoBuddy's progress metrics displayed in a clear and visually engaging manner.
User updates their sustainability milestones in the Progress Tracking Dashboard and checks for real-time updates.
Given the user updates their milestones on the Progress Tracking Dashboard, when they save the changes, then both the user and their EcoBuddy should see the updates reflected in real-time without needing to refresh the page.
User wants to share tips and track their shared accomplishments with their EcoBuddy through the dashboard.
Given the user accesses the Progress Tracking Dashboard, when they navigate to the shared tips section, then they should be able to view, add, and like shared sustainability tips between users and see the icons indicating the number of tips shared.
User views their progress compared to their EcoBuddy's progress on the dashboard over a specified time range.
Given the user has selected a specific time range on the Progress Tracking Dashboard, when they view the progress comparison, then they should see a visual representation (such as a graph) showing both their and their EcoBuddy's achievements over that time period.
User interacts with the Progress Tracking Dashboard to generate a report of their sustainability progress.
Given the user is on the Progress Tracking Dashboard, when they click the 'Generate Report' button, then the system should compile their achievements and those of their EcoBuddy into a downloadable PDF report that meets compliance standards for sustainability reporting.
User seeks to receive notifications for achievements and reminders related to their sustainability goals from the dashboard.
Given the user has configured their notification settings, when they and their EcoBuddy achieve specific milestones, then both should receive a push notification through the EcoTrackly platform to encourage ongoing engagement.
Incentive Reward System
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User Story
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As a participant, I want to earn rewards for achieving sustainability milestones with my buddy so that I feel motivated to actively participate in the EcoBuddy Program.
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Description
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The Incentive Reward System is designed to encourage participation in the EcoBuddy Program by providing rewards for completing joint sustainability challenges and milestones. This system will offer tangible incentives, such as badges, recognitions, or even points redeemable for eco-friendly products. The rewards stimulate engagement and create a positive reinforcement loop that motivates employees to actively participate in sustainability efforts. Implementing this feature requires robust tracking capabilities and integration with existing reward mechanisms in EcoTrackly.
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Acceptance Criteria
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Employees can successfully register for the EcoBuddy Program and select their partners within 24 hours of launching the program.
Given that an employee logs into EcoTrackly, when they navigate to the EcoBuddy Program section, then they should be able to register and select a buddy to work with, completing this process within 24 hours.
Participants in the EcoBuddy Program can jointly complete a sustainability milestone and receive an incentive reward.
Given that two employees are paired in the EcoBuddy Program, when they complete a predefined sustainability challenge together, then they should both receive recognition badges in their user profiles and points added to their rewards balance immediately.
The Incentive Reward System effectively tracks and displays user engagement in sustainability challenges associated with the EcoBuddy Program.
Given that an employee participates in several sustainability challenges, when the tracking system is reviewed, then it should accurately reflect the number of challenges completed, points earned, and badges awarded for each participant within EcoTrackly.
Employees receive notifications regarding their earned rewards and progress in the EcoBuddy Program.
Given that a participant completes a joint milestone with their buddy, when the reward is processed, then they both should receive an automated notification through the EcoTrackly platform detailing their points earned and any badges awarded within 1 hour of completion.
The EcoBuddy Program allows for the redemption of points for eco-friendly products in a seamless manner.
Given that an employee has accrued points through the Incentive Reward System, when they access the rewards section, then they should be able to view available eco-friendly products and successfully redeem points for their selected items without encountering any errors.
Administrators can generate reports on participation levels in the EcoBuddy Program.
Given that an administrator wants to assess the effectiveness of the EcoBuddy Program, when they access the reporting tool in EcoTrackly, then they should be able to generate a report showing total number of participants, challenges completed, and rewards distributed over a given timeframe.
Employees can provide feedback on their experience with the EcoBuddy Program to help improve future iterations.
Given that an employee completes their participation in the EcoBuddy Program, when they navigate to the feedback section, then they should be able to submit their feedback regarding the experience and suggest improvements which will be stored for review.
Community Tip Sharing Forum
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User Story
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As an employee, I want to share and learn sustainability tips from my buddies and other participants so that we can improve our efforts and learn from each other's experiences.
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Description
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The Community Tip Sharing Forum will serve as a platform for EcoBuddy participants to exchange sustainability tips, resources, and experiences. This forum will allow users to ask questions, share best practices, and discuss challenges related to their sustainability journeys. By creating a knowledge-sharing environment, this feature enhances collaboration and perpetuates a culture of sustainability, allowing employees to learn from one another and leverage collective insights.
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Acceptance Criteria
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User registration in the Community Tip Sharing Forum for the EcoBuddy Program.
Given a user has registered for the EcoBuddy Program, when they navigate to the Community Tip Sharing Forum, then they must see an option to create a new post and share sustainability tips.
Posting a tip in the Community Tip Sharing Forum.
Given a user is logged into the Community Tip Sharing Forum, when they create a new post with a sustainability tip and submit it, then the tip should be visible to all users in the forum and tagged with relevant categories.
Commenting on a tip in the Community Tip Sharing Forum.
Given a user is viewing a tip posted in the Community Tip Sharing Forum, when they enter a comment and submit it, then the comment should appear below the tip and reflect the correct timestamp and username of the commenter.
Searching for tips using keywords in the Community Tip Sharing Forum.
Given a user is on the Community Tip Sharing Forum page, when they enter a keyword in the search bar and press enter, then the forum should display tips that match the keyword in real-time.
Reporting inappropriate content in the Community Tip Sharing Forum.
Given a user identifies a post in the Community Tip Sharing Forum that violates community guidelines, when they click the ‘Report’ button and submit a reason, then the post should be flagged for review by administrators and the user should receive a confirmation message.
Receiving notifications for updated posts in the Community Tip Sharing Forum.
Given a user has subscribed to a specific topic in the Community Tip Sharing Forum, when new tips or comments are added to that topic, then the user should receive an email notification summarizing the updates.
Viewing the most popular tips in the Community Tip Sharing Forum.
Given a user is on the Community Tip Sharing Forum homepage, when they select the 'Most Popular' filter, then the forum should display tips sorted by the highest number of likes or comments within the last 30 days.
Milestone Notification System
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User Story
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As a participant, I want to receive notifications when my buddy and I reach sustainability milestones so that we can celebrate our achievements together.
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Description
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The Milestone Notification System will alert participants when key sustainability milestones are reached, either individually or as a duo. Notifications will be sent via email or within the EcoTrackly platform, celebrating achievements and encouraging further progress. This feature is crucial for maintaining momentum and providing recognition when users hit important goals, thereby reinforcing positive behavior towards sustainability efforts.
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Acceptance Criteria
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User receives an email notification after achieving an individual sustainability milestone, such as reducing energy consumption by 20% within a month.
Given the user has reached a defined sustainability milestone, when the milestone is marked as complete, then the system sends a congratulatory email notification to the user within 5 minutes.
Participants in the EcoBuddy Program receive a joint notification when they collectively achieve a sustainability goal, such as reducing waste by 50% over a quarter.
Given a duo of users has successfully completed a linked milestone together, when the milestone completion is confirmed, then the system sends an in-app notification to both users celebrating their achievement.
A user accesses the EcoTrackly platform and views a history of all milestone notifications they have received.
Given the user navigates to the Milestone Notifications History page, when they open the page, then they should see a list of all notifications with dates and descriptions of each milestone achieved.
Users are motivated to continue their sustainability journey through reminders about their upcoming milestones, such as a push notification two days before the milestone deadline.
Given a user has remaining tasks for an upcoming milestone, when the deadline is two days away, then the system sends a push notification reminding them of their progress and remaining tasks.
Company administrators need to monitor the effectiveness of milestone notifications and their impact on user engagement with sustainability goals.
Given the administrator accesses the Milestone Notifications Dashboard, when they view it, then they should see metrics on the number of notifications sent, user engagement rates, and the percentage of milestones achieved post-notification.
Users can customize their notification preferences within the EcoTrackly platform, choosing how they prefer to be alerted about milestones.
Given the user is on the Notification Preferences settings page, when they select their desired notification methods (email, in-app, or both), then the system should save these preferences and apply them to future notifications.
Sustainability Challenge Events
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User Story
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As an employee, I want to participate in collective sustainability challenges with my buddy so that we can engage in friendly competition and strengthen our relationship.
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Description
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The Sustainability Challenge Events feature will organize periodic events for employees to participate in collective sustainability challenges as buddies. These events will promote team bonding and reinforce community engagement. Challenges could range from simple activities, like energy-saving weeks, to more extensive community service projects. This feature encourages friendly competition while enhancing the corporate culture towards environmental responsibility.
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Acceptance Criteria
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Employees receive notifications about upcoming Sustainability Challenge Events through the EcoTrackly platform, ensuring they are well-informed and can participate.
Given employees are logged into EcoTrackly, when a Sustainability Challenge Event is created, then an automated notification is sent to all participants at least one week in advance.
Participants can easily join Sustainability Challenge Events through a user-friendly interface on the EcoTrackly platform.
Given the Sustainability Challenge Event page is displayed, when employees click the 'Join' button, then they are successfully added to the event and receive a confirmation message.
During each Sustainability Challenge Event, employees can track their progress and achievements in real-time via the EcoTrackly platform.
Given an employee is participating in a Sustainability Challenge Event, when they log in to their EcoTrackly dashboard, then they can view a progress tracker that displays their current status and milestones achieved.
At the end of each Sustainability Challenge Event, participants receive recognition based on their performance and engagement.
Given the Sustainability Challenge Event concludes, when results are tabulated, then a summary report reflecting individual and team accomplishments is generated and shared with all participants.
Employees can provide feedback on the Sustainability Challenge Events to improve future iterations of the program.
Given a Sustainability Challenge Event has concluded, when employees access the feedback form within the EcoTrackly platform, then they should be able to submit comments and suggestions easily.
The system keeps a historical log of all completed Sustainability Challenge Events for reference and performance analysis.
Given a Sustainability Challenge Event has been completed, when an admin accesses the event history section, then they should be able to review past events, participation stats, and feedback received.
Sustainability Challenge Events can be promoted within the company to encourage maximum participation.
Given a new Sustainability Challenge Event is created, when marketing materials are prepared, then they should include information on the event's purpose, date, and participation incentives to drive engagement.