Goal Setting Wizard
The Goal Setting Wizard feature enables users to effortlessly define specific sustainability targets based on their organization’s unique needs. It guides users through a structured process, helping them set achievable and measurable goals for energy reduction, waste management, and carbon footprint minimization. This feature enhances user experience by providing personalized recommendations and progress tracking, ensuring user engagement and commitment towards sustainability.
Requirements
Personalized Goal Recommendations
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User Story
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As a facility manager, I want personalized sustainability goal recommendations so that I can set realistic targets based on my organization’s energy usage and practices.
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Description
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The Personalized Goal Recommendations requirement involves creating an intelligent algorithm that analyzes user data and sustainability trends to suggest tailored sustainability goals for each organization. This feature enhances the Goal Setting Wizard by ensuring that users receive relevant, achievable goals that align with their current operations and ambitions. By integrating advanced analytics, this requirement ensures that the users not only understand their capabilities but also feel motivated to pursue specific actions that have the greatest impact on energy reduction and sustainability. This personalized approach significantly improves user engagement and adherence to sustainability targets.
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Acceptance Criteria
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User accesses the Goal Setting Wizard to define sustainability targets for their organization.
Given the user has logged into GreenPulse, When they navigate to the Goal Setting Wizard, Then the user should see an option for personalized goal recommendations based on their organizational data.
User receives personalized goal suggestions after inputting their current energy usage and sustainability objectives.
Given the user has entered their current energy usage and sustainability objectives, When they submit this information, Then the system should generate at least three personalized sustainability goals that are specific, measurable, and relevant.
User reviews and selects personalized sustainability goals from the recommendations provided by the Goal Setting Wizard.
Given the user has received personalized goal recommendations, When they review these goals, Then they should be able to select one or more goals, and the system should save these selections successfully.
User tracks their progress towards achieving the selected sustainability goals over time.
Given the user has selected personalized sustainability goals, When the user views their progress dashboard, Then they should see measurable progress indicators for each goal, updated in real-time based on their data inputs.
User receives notifications and recommendations for adjustments if they are falling behind on their sustainability targets.
Given the user has entered data for their selected sustainability goals, When their tracked metrics fall below a predefined threshold, Then the system should automatically notify the user of their status and provide actionable recommendations to get back on track.
User wants to modify their sustainability goals based on changing circumstances or new data.
Given the user is on the progress dashboard, When they choose to edit their selected sustainability goals, Then they should be able to modify the goal parameters and receive updated recommendations accordingly.
User shares their sustainability goals with team members within the organization for better collaboration.
Given the user has selected and saved their sustainability goals, When they select the option to share these goals, Then they should be able to share them with specified team members and receive confirmation of successful sharing.
Progress Tracking Dashboard
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User Story
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As a sustainability officer, I want a progress tracking dashboard so that I can visually monitor my organization's sustainability goals and motivate my team towards achieving them.
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Description
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The Progress Tracking Dashboard requirement calls for the development of an intuitive interface that allows users to monitor their sustainability goals visually. This dashboard will present data on energy savings, waste management improvements, and carbon footprint reductions in real time. Users should be able to see their progress towards each goal through graphs, charts, and key performance indicators (KPIs), which will not only motivate them but also provide insight into which areas require more focus. This feature plays a critical role in enabling users to stay committed and informed about their sustainability efforts, leading to better decision-making and long-term success.
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Acceptance Criteria
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User accesses the Progress Tracking Dashboard to view their sustainability progress after completing the Goal Setting Wizard.
Given the user is logged into GreenPulse, When they navigate to the Progress Tracking Dashboard, Then the dashboard should display a visual representation of energy savings, waste management improvements, and carbon footprint reductions through graphs and charts.
User wants to filter their progress data by a specific sustainability goal to see detailed insights.
Given the user is on the Progress Tracking Dashboard, When they apply a filter for a specific sustainability goal, Then the dashboard should update to only show data and visuals related to that selected goal.
User sets a new sustainability goal and wants to see how it impacts their overall progress on the dashboard.
Given the user has set a new sustainability goal, When they navigate back to the Progress Tracking Dashboard, Then the new goal should be reflected in the visual metrics, and the progress indicators should accurately represent the updated data.
Facility manager reviews the dashboard on a weekly basis for reporting purposes.
Given the facility manager accesses the Progress Tracking Dashboard, When they select a date range for the past week, Then the dashboard should display metrics only for that selected range, providing a detailed overview of progress made during that time frame.
User receives alerts on their dashboard regarding goals that are falling behind schedule.
Given the user is on the Progress Tracking Dashboard, When any of their sustainability goals are identified as not meeting the predefined targets, Then the dashboard should display alerts or notifications, prompting the user to take corrective actions.
Stakeholders want a summary report of sustainability progress based on the dashboard data to share in a meeting.
Given the user selects the report generation option on the dashboard, When they choose the specific metrics to include and the time frame for the report, Then the system should generate a summary report that accurately reflects selected data in a comprehensible format.
Integration with Existing Systems
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User Story
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As a sustainability officer, I want to integrate the Goal Setting Wizard with our existing energy management system so that I can automatically pull relevant data and streamline the goal-setting process.
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Description
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The Integration with Existing Systems requirement ensures that the Goal Setting Wizard seamlessly connects with various enterprise systems (e.g., energy management systems, ERP software, etc.) used by organizations. This function allows for the automatic import of relevant data for setting informed sustainability goals. It strengthens the effectiveness of the Goal Setting Wizard by eliminating manual data entry, thus saving time and reducing errors. This integration is crucial for providing users with a comprehensive view of their energy consumption, enabling them to make data-driven decisions that align with their sustainability targets.
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Acceptance Criteria
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User successfully integrates the Goal Setting Wizard with their existing energy management system during setup.
Given the user has access to their energy management system, when they navigate to the integration section in the Goal Setting Wizard and provide the required API credentials, then the system should confirm a successful integration message within 5 seconds.
System retrieves and imports data from the existing ERP software after integration with the Goal Setting Wizard.
Given that the integration with the ERP software is complete, when the user selects the 'Import Data' option in the Goal Setting Wizard, then the system should fetch and display relevant data (such as energy consumption metrics) within 10 seconds.
User views guidance on setting sustainability goals after integration with an energy management system.
Given that the user's system has been successfully integrated, when they access the Goal Setting Wizard, then the user should see customized recommendations based on their energy usage data presented on the dashboard within 8 seconds.
User encounters an error during the data import process from the existing systems.
Given the user attempts to import data from an external system that is not compatible, when the user clicks the 'Import Data' button, then the system should display an informative error message explaining the issue and recommending next steps within 5 seconds.
User successfully sets a sustainability goal using data imported from existing systems.
Given that the user has successfully imported data, when they define a new sustainability goal, then the system should confirm the goal has been saved and reflect it on their dashboard within 5 seconds and allow for progress tracking.
User updates the integration settings for an existing system within the Goal Setting Wizard.
Given that the user wishes to change the integration settings, when they edit the API credentials in the integration settings and save changes, then the system should validate the new credentials and confirm the update within 5 seconds.
User logs in and is required to reauthorize the connection to an integrated system for data import.
Given that the user has not logged in for a month, when they attempt to access the Goal Setting Wizard, then the system should prompt them to reauthorize the connection to the integrated energy management system and provide a reauthorization link within 10 seconds.
Collaboration Tools
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User Story
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As a team lead, I want to use collaboration tools within the Goal Setting Wizard so that I can share our sustainability goals and progress with my colleagues and ensure accountability.
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Description
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The Collaboration Tools requirement introduces features that allow users to share their sustainability goals and progress with stakeholders and team members. This can include comment sections within the Goal Setting Wizard, notifications for milestones reached, and the ability to assign tasks related to specific sustainability initiatives. By fostering teamwork and accountability, this requirement helps create a culture of sustainability within organizations and encourages collective efforts towards achieving goals. Enhanced collaboration supports users in aligning their initiatives with overall corporate sustainability strategies.
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Acceptance Criteria
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Stakeholder Interaction during Goal Setting
Given a user is in the Goal Setting Wizard, When they invite stakeholders to review their sustainability goals, Then invited users receive a notification and can access the goals directly from their dashboard.
Tracking Progress Milestones
Given a user has set sustainability goals in the Goal Setting Wizard, When a milestone is reached, Then the user should receive a notification, and the milestone should be updated on the shared progress dashboard for all stakeholders.
Task Assignment for Sustainability Initiatives
Given a user is defining tasks related to sustainability initiatives, When a task is assigned to a team member, Then the assigned team member receives a notification and the task appears in their task list.
Commenting on Sustainability Goals
Given a user is viewing sustainability goals within the Goal Setting Wizard, When they leave a comment on a specific goal, Then the comment is saved, and all stakeholders can view it in the comments section.
Integration with Corporate Sustainability Strategies
Given an organization's corporate sustainability strategy has been outlined, When users set their personal sustainability goals, Then the system should provide suggestions that align with the corporate strategy to ensure consistency.
User Engagement with Progress Tracking
Given a user is tracking their sustainability goals, When their progress is updated, Then they should have the ability to view a visual representation of their progress over time on the dashboard.
Goal Adjustment Feature
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User Story
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As a facility manager, I want the ability to adjust our sustainability goals so that they remain relevant and achievable in the face of changing circumstances.
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Description
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The Goal Adjustment Feature requirement provides users with the ability to modify their sustainability goals as needed based on changing business conditions, market trends, or new insights from the platform. This flexibility is crucial for organizations that face dynamic operational environments. It allows organizations to remain agile in their sustainability efforts and ensures that their goals are always aligned with their capacity and priorities. The feature should include historical tracking of changes made to goals, which can provide valuable lessons and insights for future target settings.
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Acceptance Criteria
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User navigates to the Goal Adjustment Feature to modify an existing sustainability goal due to new market insights. The user selects a specific goal, adjusts its parameters, and saves the changes.
Given a user is logged into the GreenPulse platform, when they access the Goal Adjustment Feature, select an existing goal, modify the target parameters, and save the changes, then the goal should update successfully, and a confirmation message should be displayed.
Historical tracking of goal adjustments is reviewed by the sustainability officer at the end of the month to analyze the effectiveness of recent goal modifications.
Given a user is logged in with the appropriate permissions, when they access the historical tracking section, they should see a chronological list of all changes made to sustainability goals, including the previous and current values and timestamps, confirming the adjustments have been logged correctly.
A facility manager wishes to revert a recently modified sustainability goal back to its original parameters using the Goal Adjustment Feature.
Given a user is logged into the GreenPulse platform, when they access the Goal Adjustment Feature, select the recently modified goal, choose to revert changes, and confirm, then the goal should revert to its original settings and a confirmation message should appear.
Users receive personalized recommendations for setting realistic sustainability goals based on their historical performance and industry benchmarks as they adjust their existing goals.
Given a user is logged into the Goal Adjustment Feature, when they modify a goal, then the system should automatically generate and display personalized goal-setting recommendations based on previous performance, ensuring users are informed and supported.
A user attempts to adjust a sustainability goal but inputs an invalid parameter that falls outside the acceptable range.
Given a user is in the Goal Adjustment Feature, when they enter invalid values for the sustainability goal parameters and attempt to save the changes, then the system should display an error message indicating the invalid input and prevent the changes from being saved.
At the end of a reporting period, a sustainability officer checks if all users have the latest versions of their goals reflecting the most recent adjustments.
Given a user is logged in as a sustainability officer, when they review the dashboard, then they should see the latest versions of all user goals with timestamps reflecting the most recent adjustments, confirming that users are aligned with current priorities.
Performance Insights Notifications
Performance Insights Notifications deliver timely alerts and insights directly to users regarding their sustainability metrics. Whether it's a significant drop in energy efficiency or progress towards waste reduction goals, users receive instant notifications that enable proactive adjustments and informed decision-making. This feature enhances user accountability and fosters a culture of proactive sustainability engagement across the organization.
Requirements
Real-time Performance Tracking
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User Story
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As a facility manager, I want to receive real-time performance tracking alerts, so that I can quickly react to any energy inefficiencies and maintain optimal sustainability practices.
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Description
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This requirement involves implementing a robust system that continuously monitors and analyzes energy consumption and sustainability metrics in real-time. The system should provide instantaneous data visualization features that allow users to assess energy performance against benchmarks and identify areas for improvement. By integrating advanced analytics and machine learning algorithms, this requirement will enhance the users' ability to make informed decisions and prompt necessary adjustments to enhance efficiency. As a result, users can proactively respond to sustainability challenges and reduce operational costs, fulfilling GreenPulse's mission to drive sustainable practices across organizations.
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Acceptance Criteria
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Real-time Performance Monitoring during Peak Business Hours
Given that the user accesses the GreenPulse platform during peak business hours, when energy consumption is highest, the system should display real-time energy consumption metrics with no more than a 5-second update interval. It should also highlight any significant deviations from the established benchmarks immediately.
Instant Notification for Performance Drop
When a drop in energy efficiency is detected, the system should send an instant notification to the user within one minute, including the specific metric affected, the benchmark performance, and recommended actions to address the issue.
User Access to Customizable Dashboards
Given a user has configured their dashboard, the system should allow the user to add, remove, or rearrange widgets related to energy metrics. Changes made to the dashboard should reflect immediately upon saving, with no loss of data shown in any widgets.
Comparative Analytics with Historical Data
When a user selects a recent period for comparison, the system should generate a report that supplies insights on energy consumption changes, comparing it to data from the same period in the previous month. This comparison should be available within three seconds of the report request.
Integration with Existing Systems
The system should seamlessly integrate with at least three of the most commonly used energy management systems in under 10 minutes without requiring user intervention for configuration. All performance metrics from integrated systems should be visible and usable within the GreenPulse interface.
Real-time Alerts for Sustainability Targets
When a user’s operational metrics indicate that a sustainability goal is in jeopardy, the system should create an alert and deliver it to the user via email within two minutes. The alert should specify the target and current performance level, and suggest corrective measures.
Customizable Notification Settings
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User Story
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As a sustainability officer, I want to customize my notification settings for performance insights, so that I can prioritize alerts based on my specific sustainability targets and avoid notification overload.
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Description
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This requirement entails the development of an interface that allows users to customize their notification preferences based on specific metrics and thresholds relevant to their sustainability goals. Users should have the flexibility to choose which types of insights they receive alerts about, how frequently they want to be notified, and through which channels (e.g., email, SMS, or in-app notifications). This feature will foster user engagement by allowing them to tailor the experience to their unique needs and enhance accountability within their organizations.
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Acceptance Criteria
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User selects specific metrics to receive notifications for their sustainability goals.
Given a user is logged into the GreenPulse platform, when they navigate to the notification settings, then they should be able to select from a list of available metrics such as energy efficiency, waste reduction, and water usage.
User customizes the frequency of notifications for selected metrics.
Given a user has selected specific metrics for notifications, when they adjust the frequency settings, then they should be able to choose options such as daily, weekly, or monthly notifications based on their preferences.
User chooses preferred notification channels for updates on sustainability metrics.
Given a user is in the notification settings, when they select their preferred channels, then they should be able to choose from options like email, SMS, or in-app notifications and the selections should be saved accordingly.
User receives instant notifications when set thresholds for metrics are breached.
Given a user has set thresholds for a selected sustainability metric, when the platform detects a breach of the threshold, then the user should receive a notification through their chosen channel immediately.
User can review and modify their notification settings at any time.
Given a user is logged into the GreenPulse platform, when they access the notification settings, then they should be able to view their current selections and make modifications as needed without any issues.
User receives a confirmation when their notification settings are successfully updated.
Given a user makes changes to their notification preferences, when they save their settings, then the platform should display a confirmation message indicating that the changes have been successfully applied.
User can enable or disable specific notifications easily from their settings.
Given a user is in the notification settings, when they toggle the status of a specific notification type, then the system should enable or disable that notification accordingly and reflect the change in the UI immediately.
Integration with Third-party Tools
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User Story
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As a facility manager, I want GreenPulse to integrate with my existing energy management software, so that I can consolidate my analysis and simplify my reporting processes.
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Description
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This requirement focuses on creating seamless integrations with existing third-party tools or platforms that users may already be utilizing for energy management and reporting. By allowing GreenPulse to connect with popular analytics tools, project management software, or energy monitoring systems, users can access a holistic view of their sustainability performance without needing to switch between multiple platforms. This integration will enhance the overall usability and value of GreenPulse, making it easier for organizations to incorporate sustainability into their existing workflows.
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Acceptance Criteria
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Integration with Popular Analytics Tools
Given that the user has valid credentials for a third-party analytics tool, When they connect GreenPulse to the analytics tool, Then data from GreenPulse should be visible within the analytics tool within 5 minutes, and no errors should occur during data sync.
Real-time Performance Alerts
Given that the user has successfully integrated third-party systems with GreenPulse, When a significant drop in energy efficiency is detected, Then the user should receive an alert notification within 2 minutes on their dashboard and via email.
User Experience during Integration Process
Given that a user is on the integration page, When they select a third-party tool and follow the integration steps, Then they should complete the integration process with no more than 3 prompts for information and receive a confirmation message upon successful integration.
Access to Holistic Reports
Given that a user has connected multiple third-party tools, When they generate a sustainability report, Then the report should include aggregated data from all connected tools and be downloadable in PDF format within 3 seconds.
Feedback Mechanism for Integration Issues
Given that a user encounters an issue during integration, When they click on the feedback button, Then they should be able to submit a detailed report and receive a response from support within 24 hours.
Training Resources for New Integrations
Given that a new third-party integration has been added, When users access the training section of GreenPulse, Then they should find up-to-date training materials, including a tutorial video and step-by-step guide about the new integration.
Historical Data Analysis
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User Story
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As a sustainability officer, I want to access historical data analysis on our energy usage trends, so that I can make informed decisions and formulate strategies for future sustainability initiatives.
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Description
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This requirement involves enabling users to review historical data related to their energy consumption and sustainability performance. Users should be able to visualize trends over time, allowing for in-depth analysis of past efficiency and sustainability initiatives. This functionality is essential for developing long-term strategies and holds great importance in evaluating the effectiveness of implemented changes. By prioritizing historical data analysis, GreenPulse empowers users to learn from past experiences and make data-driven decisions that can positively impact future sustainability efforts.
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Acceptance Criteria
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User reviews historical data to identify energy consumption trends over the past year.
Given the user is logged into the GreenPulse platform, when they select the 'Historical Data Analysis' option, then they should see a graphical representation of energy consumption trends for the past 12 months.
User wants to analyze the effectiveness of previous sustainability initiatives based on historical data.
Given the user accesses the 'Sustainability Performance' dashboard, when they filter the data by specific sustainability initiatives from the past, then they should be able to view the corresponding metrics and improvements in a report format.
User needs to export historical data for a presentation to stakeholders.
Given the user is on the historical data analysis section, when they select the 'Export' option, then they should successfully download a CSV file containing all relevant historical data for the specified date range.
User wants to compare current performance metrics with historical average data.
Given the user is on the performance insights page, when they request to compare current metrics with historical averages, then the platform should display a side-by-side comparison chart of current vs. historical data.
User seeks to identify outliers in energy consumption data over the last five years.
Given the user accesses the historical data analysis feature, when they apply the outlier detection filter, then the system should highlight values that significantly differ from the average consumption during that period.
User Accountability Dashboard
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User Story
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As an employee, I want to see my individual performance on sustainability metrics, so that I can understand my impact and be motivated to contribute more to the organization's sustainability goals.
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Description
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This requirement proposes the creation of a user accountability dashboard that highlights individual contributions to sustainability goals. By providing users with personalized insights into their achievements and areas for improvement, this feature will promote a culture of accountability and encourage positive change within organizations. The dashboard should allow users to set personal sustainability targets, track their performance, and receive feedback on their progress, ultimately contributing to the organization’s overall sustainability objectives.
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Acceptance Criteria
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User accesses the User Accountability Dashboard to view their sustainability progress and contributions.
Given the user is logged into the GreenPulse platform, when they navigate to the User Accountability Dashboard, then they should see a visual representation of their sustainability performance including a progress bar for personal targets, energy usage data, and waste reduction metrics.
User sets a new personal sustainability target through the dashboard.
Given the user is on the User Accountability Dashboard, when they input a new target and select 'Save', then the system should update the dashboard to reflect this new target and provide a confirmation message to the user.
User receives a notification about their progress towards sustainability goals.
Given the user has set personal sustainability targets, when their performance meets or exceeds a target threshold, then they should receive a real-time notification highlighting this achievement on their dashboard.
User views historical performance data in the User Accountability Dashboard.
Given the user accesses the User Accountability Dashboard, when they select the 'Historical Data' option, then they should see a detailed record of their past energy efficiency and waste reduction metrics broken down by time periods.
User engages with feedback options related to their sustainability performance.
Given the user is on their User Accountability Dashboard, when they select the 'Feedback' section, then they should have access to tailored suggestions for improvement based on their historical performance data.
User shares their sustainability achievements with peers through the dashboard.
Given the user has reached a sustainability milestone, when they select the 'Share' option, then they should be able to post their achievement on the organization’s internal social channel with a customizable message.
User can view personalized insights and recommendations based on their dashboard data.
Given the user is on the User Accountability Dashboard, when they select the 'Insights' tab, then the system should provide a summary of their performance along with actionable recommendations for improving their sustainability practices.
Eco-Progress Sharing
Eco-Progress Sharing allows users to seamlessly share their sustainability achievements and updates with team members and stakeholders. Users can create visually engaging reports or dashboards showcasing their progress, making collaboration and transparency easier than ever. This feature strengthens team morale, encourages collective engagement in sustainability initiatives, and highlights the organization's commitment to eco-friendly practices.
Requirements
Real-time Data Integration
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User Story
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As a facility manager, I want real-time data integration so that I can monitor energy consumption accurately and make informed decisions to improve sustainability efforts and reduce costs.
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Description
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The Real-time Data Integration requirement involves establishing seamless connections with existing energy management systems and IoT devices. This functionality enables GreenPulse to aggregate and analyze live data from various sources, thus providing users with up-to-date insights into energy consumption and sustainability metrics. By automating data synchronization, this integration not only reduces manual data entry errors but also enhances decision-making for facility managers and sustainability officers. Its implementation is critical for ensuring that users have access to the most current information, allowing for timely identification and mitigation of energy wastage.
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Acceptance Criteria
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Real-time Data Synchronization with Existing Energy Management Systems
Given the user has access to their existing energy management systems, when they initiate data integration within GreenPulse, then the system should successfully fetch and display live data related to energy consumption without any manual intervention.
Display of Up-to-Date Sustainability Metrics
Given that real-time data integration is established, when a user views their dashboard, then the sustainability metrics displayed should reflect real-time data updates and be accurate within a 5-minute window of data collection.
Error Handling during Data Integration
Given a scenario where there is an issue with the existing systems during data integration, when the user attempts to connect, then the system should notify the user of the error with a clear message and recommended steps for resolution.
Data Aggregation from Multiple IoT Devices
Given multiple IoT devices are connected, when the user requests a summary report, then the system should aggregate data accurately from all devices and provide a comprehensive overview of energy usage metrics.
Automated Data Refresh Rate
Given the integration of real-time data, when the user is on the dashboard, then the data should refresh automatically at a configurable interval (default to 15 minutes) without requiring user input.
User Feedback on Data Accuracy
Given the user has reviewed the data coming from real-time integration, when they provide feedback on the accuracy of the data, then the system should log their feedback for future analysis and improvements.
Integration Testing with Existing Systems
Given the requirement for sound integration, when the development team conducts integration tests with identified energy management systems, then at least 95% of test cases should pass, indicating successful integration.
Customizable Reporting Templates
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User Story
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As a sustainability officer, I want customizable reporting templates so that I can present my team's eco-progress in a way that is engaging and relevant to different stakeholders.
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Description
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The Customizable Reporting Templates requirement allows users to create tailored reports that reflect their specific sustainability achievements and goals. This feature will enable users to select from a variety of pre-designed templates or create their own, incorporating relevant metrics and graphical representations of data. By providing this flexibility, the reports can cater to different stakeholders, from internal teams to external partners, ensuring the presentation resonates with the target audience. This functionality is essential for effectively communicating progress and fostering transparency around sustainability initiatives.
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Acceptance Criteria
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User aims to generate a report showcasing their team's sustainability achievements for an upcoming quarterly meeting.
Given that the user selects a pre-designed customizable reporting template, when they input their sustainability metrics, then the report should display the metrics accurately with proper graphical representations.
A facility manager wants to create a tailored report for a specific external stakeholder to demonstrate their commitment to eco-friendly practices.
Given that the user has access to customizable reporting templates, when they create their own template, then it should allow for the inclusion of custom metrics and visuals relevant to the stakeholder's interests.
A team member needs to share the sustainability report with colleagues via email after it has been generated.
Given that a report has been created and is ready, when the user selects the email sharing option, then the report should be sent successfully to the chosen email addresses without data loss or formatting issues.
A user wants to utilize the reporting feature multiple times to compare sustainability initiatives over different time periods.
Given that the user has created multiple reports, when they view the report history, then all reports should be accessible and clearly identifiable by date, template type, and metrics included.
An internal assessment requires a report detailing energy savings made over the last quarter.
Given that the user chooses to create a report based on energy savings, when they select relevant metrics for the report, then the generated report must include accurate summaries reflecting energy savings data for the specified period.
A user needs to customize the visual layout of their report to align with the organization’s branding guidelines.
Given that the user is editing their report, when they apply branding elements like logos and colors, then these elements should be accurately reflected in the report preview before finalization.
An administrator wants to ensure that the reporting templates are user-friendly for individuals without technical expertise.
Given that the customizable reporting templates are being used, when a non-technical user attempts to create a report, then they should be able to successfully complete the process without confusion or technical assistance required.
Collaborative Dashboard Features
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User Story
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As a team member, I want collaborative dashboard features so that I can work with my colleagues in real-time to analyze our sustainability efforts and drive improvements together.
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Description
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The Collaborative Dashboard Features requirement focuses on enabling multiple users to interactively work on shared dashboards. This feature allows team members to collaboratively analyze sustainability data, track progress towards goals, and provide input directly on the dashboard. Enhanced collaborative capabilities promote teamwork and ensure unified engagement in sustainability efforts across the organization. The ability to annotate and share insights in real-time helps reinforce collective ownership of sustainability initiatives and encourages discussion around energy management best practices.
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Acceptance Criteria
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Team members want to collaboratively create and update a shared dashboard to track their sustainability goals during a project meeting.
Given team members are logged into GreenPulse, when they create a new collaborative dashboard, then all team members should have access to view and modify the dashboard in real-time.
A user wishes to provide feedback on a specific sustainability metric displayed on the collaborative dashboard during a team discussion.
Given the collaborative dashboard is open, when a user adds a comment on a specific data point, then the comment should be visible to all users in real-time and saved for future reference.
An organization wants to assess the impact of collaborative dashboards on team engagement in sustainability initiatives after a month of usage.
Given the collaborative dashboards have been in use for one month, when the organization analyzes user engagement metrics, then there should be at least a 50% increase in team interactions compared to the previous reporting period without collaborative features.
Team members need to share their collaborative dashboard with external stakeholders for a quarterly sustainability review meeting.
Given a collaborative dashboard, when the user selects the option to share with external stakeholders, then a shareable link should be generated that allows view-only access to designated external users without compromising internal data integrity.
The sustainability officer intends to track changes made to the collaborative dashboard to understand team contributions over time.
Given any changes are made to the collaborative dashboard, when the change is saved, then a detailed log of adjustments should be automatically generated, showing who made the change and when.
Users regularly collaborate on sustainability initiatives and need to visualize progress updates on their collaborative dashboard.
Given the users are collaborating, when they update their sustainability achievements, then the visuals on the dashboard should reflect real-time updates without requiring a manual refresh.
Automated Progress Notifications
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User Story
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As an energy analyst, I want automated progress notifications so that I am immediately aware of key updates and can react promptly to any challenges or successes in our sustainability efforts.
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Description
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The Automated Progress Notifications requirement entails setting up a system that automatically alerts users about critical milestones and updates related to sustainability initiatives. This feature can send notifications through email or mobile alerts whenever significant changes in energy efficiency are detected or when goals are met or missed. By keeping users informed, this requirement helps sustain motivation and encourages ongoing engagement with sustainability targets, reinforcing the organization’s commitment to eco-friendly practices.
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Acceptance Criteria
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User receives an email notification when a key sustainability milestone is reached, such as achieving a specific energy saving percentage, ensuring timely updates regarding important progress.
Given the user has set up their notification preferences, when a milestone is reached, then the user receives an email notification detailing the milestone achieved.
A user gets a mobile alert immediately after they miss a sustainability target, prompting them to take action or make necessary adjustments to their strategy for better results in the future.
Given the target thresholds are predefined, when a user misses a target, then a mobile alert is sent to the user about the missed target along with suggestions for improvement.
Users can customize their notification settings through the GreenPulse platform to choose which types of milestones they want to be notified about, ensuring they receive relevant updates based on their roles and interests.
Given a user is on their notification settings page, when they save their preferences for notifications, then only selected types of notifications are sent to them based on their customized settings.
Users receive a summary report through email at the end of each month detailing their sustainability achievements and progress towards goals, keeping them informed about their contributions.
Given the month has ended, when the automated report generation process occurs, then all users receive an email with a summary of their monthly sustainability achievements and progress.
A user accesses their dashboard and sees real-time notifications related to energy efficiency changes detected in the system, allowing immediate response to any issues.
Given a user is logged into their dashboard, when a significant change in energy efficiency is detected, then a real-time notification appears on the dashboard.
All users within an organization can opt-in to receive group notifications so that critical updates regarding sustainability initiatives are shared collectively across teams.
Given users in the organization elect to join group notifications, when a major sustainability update occurs, then all opted-in users receive a group notification alerting them of the update.
User Access Control
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User Story
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As a system administrator, I want user access control so that I can manage user permissions and ensure sensitive sustainability data is protected from unauthorized access.
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Description
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The User Access Control requirement provides mechanisms for defining and managing user roles and permissions within the GreenPulse platform. This functionality ensures that sensitive information, such as detailed energy usage data or strategic sustainability goals, is only accessible to authorized personnel. By implementing user roles, such as admins, managers, or viewers, it enhances security and accountability within the system. This requirement is crucial for protecting organizational data and fostering a safe environment for collaboration.
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Acceptance Criteria
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As an admin, I want to create user roles with defined permissions so that I can manage access control effectively.
Given I am logged in as an admin, when I create a new user role and assign specific permissions, then the role should be saved in the system with the correct permissions applied.
As a facility manager, I want to access detailed energy usage data so that I can analyze trends and make informed decisions.
Given I have the 'manager' role, when I log in to the platform and navigate to the energy usage report, then I should be able to view all relevant data without restriction.
As a viewer, I want to ensure that sensitive strategic sustainability goals are not visible to unauthorized users.
Given I am logged in as a viewer, when I attempt to access the page containing strategic sustainability goals, then I should receive an 'Access Denied' message.
As an admin, I want to modify existing user roles to update permissions as needed in response to organizational changes.
Given I am logged in as an admin, when I edit a user role and change its permissions, then the modifications should be reflected immediately in the user access settings.
As a manager, I want to view a summary of all user roles and their permissions to ensure compliance with organizational security policies.
Given I am logged in as a manager, when I access the user roles overview page, then I should see a comprehensive list of all roles and their respective permissions clearly displayed.
As a user, I want to receive notifications when my access permissions are changed so that I am aware of any updates to my role.
Given my permissions have been changed, when I log in to the platform, then I should see a notification alerting me to the change in my access level.
Visual Trend Analysis
Visual Trend Analysis provides users with sophisticated graphical representations of their energy consumption and sustainability performance over time. By identifying trends and patterns in data, this feature empowers users to make data-driven decisions and predict future performance. The visual layout enhances user understanding and engagement, allowing facility managers and sustainability officers to present findings clearly to stakeholders.
Requirements
Dynamic Data Visualization
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User Story
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As a facility manager, I want to visualize my energy consumption trends dynamically, so that I can easily present clear findings to stakeholders and make data-driven decisions.
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Description
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The Dynamic Data Visualization requirement entails the development of advanced graphical representations of energy consumption and sustainability metrics, allowing users to interactively explore their data through various chart types (e.g., line graphs, bar charts, pie charts). The graphs will adjust in real-time based on user input and selected timeframes, providing an immersive experience that facilitates deeper insights into energy usage trends. This feature enhances user engagement and understanding, enabling facility managers to quickly integrate findings into presentations for stakeholders, thus promoting informed decision-making and strategic planning.
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Acceptance Criteria
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As a facility manager, I want to analyze energy consumption patterns over the last quarter using the visual trend analysis feature so that I can identify peaks in energy use and present this information to my team during our monthly review.
Given that I have selected the 'Last Quarter' timeframe, when I view the dynamic data visualization, then I should see an interactive line graph displaying monthly energy consumption with distinguishable peaks and valleys for each month.
As a sustainability officer, I want to compare energy consumption across different departments in the organization to identify which department has the highest usage and needs intervention.
Given that I have selected multiple departments from a dropdown menu, when I view the dynamic data visualization, then I should see a bar chart comparing energy consumption across the selected departments, with clear labels and values for each department's usage.
As an energy analyst, I want to interactively filter my energy consumption data by specific dates so that I can focus on particular events like holidays or maintenance days.
Given that I have specified a date range using a date selector, when I apply the date filter, then I should see the dynamic data visualization update in real-time to reflect only the energy consumption during the selected dates, without any data discrepancies.
As a management team member, I want the ability to export the visual trend analysis graphs to share them with stakeholders who do not have access to the platform.
Given that I have selected a visual trend analysis graph, when I click the 'Export' button, then I should receive an export file (CSV or PDF) of the graph that accurately represents the current data displayed on the platform.
As a sustainability officer, I want to see a prediction of future energy usage based on historical trends to help me prepare for future sustainability projects.
Given that I have accessed the trend analysis feature, when I view the dynamic data visualization, then I should see a predictive overlay (such as a dotted line) on the graph that indicates projected energy consumption trends based on historical data.
As a facility manager, I want to receive alerts when energy consumption exceeds a certain threshold so that I can take immediate action to reduce usage.
Given that I have set a threshold limit for energy consumption, when the dynamic data visualization shows energy usage surpassing this limit in real-time, then I should receive an immediate in-app notification alerting me of the excess usage.
Customizable Reporting Tools
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User Story
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As a sustainability officer, I want to create customizable reports on energy consumption, so that I can effectively communicate performance results to stakeholders in a relevant and impactful manner.
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Description
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The Customizable Reporting Tools requirement focuses on creating an interface that allows users to generate tailored reports based on specific metrics related to energy usage and sustainability performance. Users can select parameters, filter data, and choose report formats that best suit their needs, making the reporting process more efficient and relevant. This capability not only saves time but also enhances the clarity of communications with stakeholders, as reports can be designed to highlight the most critical information in a concise manner. Integration with existing data sources will ensure accuracy and consistency in reporting.
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Acceptance Criteria
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User initiates a report generation process by selecting specific metrics, date ranges, and desired formats on the Customizable Reporting Tools interface.
Given a user is on the reporting interface, when they select metrics, date ranges, and a format, then the system generates a report reflecting the selected criteria within 5 seconds.
Users should be able to filter data based on parameters like energy source, time period, or building location prior to generating reports.
Given a user selects filters for energy reports, when they apply the filters, then only data matching the specified criteria should be displayed for reporting.
Users are able to save customized report settings for future use, minimizing the need for repetitive setups.
Given a user customizes report settings, when they save these settings, then the system should allow the user to access and use these saved settings in subsequent report generations.
The generated reports can be exported in various formats, including PDF, Excel, and CSV, for sharing and offline analysis.
Given a report is generated, when the user selects the export option, then the report should successfully download in the selected format without data loss or corruption.
The reporting tools should integrate seamlessly with existing data sources to ensure real-time accuracy in the reports.
Given the user selects live data integration, when a report is generated, then the report data should reflect the most recent data available from all integrated sources.
Users need a preview feature to see how the report will look before final generation, ensuring satisfaction with their choices.
Given a user configures report settings, when they click the preview button, then a mock-up of the report should display all selected elements as they would appear in the final report.
Predictive Performance Forecasting
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User Story
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As a facility manager, I want to forecast future energy consumption based on current trends, so that I can implement proactive measures for energy savings and align with sustainability goals.
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Description
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The Predictive Performance Forecasting requirement involves developing algorithms that analyze historical energy consumption data to project future performance. This feature will incorporate machine learning techniques to identify patterns and make predictions based on various scenarios, such as changes in occupancy or operational adjustments. By providing these forecasts, users can proactively manage energy consumption, optimize resource allocation, and set realistic sustainability targets. This capability empowers facility managers to make strategic decisions that align with their organization's sustainability goals and operational efficiency.
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Acceptance Criteria
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Facility Manager uses predictive performance forecasting after analyzing a month of energy consumption data to adjust operational strategies for improving energy efficiency over the upcoming quarter.
Given a set of historical energy data for the last month, when the predictive performance forecasting algorithm is applied, then it should generate projected energy consumption scenarios for the next quarter with at least 90% accuracy based on established benchmarks.
Sustainability officer presents the summarized predictive performance forecasts to stakeholders during a scheduled sustainability review meeting to align strategic goals.
Given the predictive performance forecasts are generated, when the sustainability officer accesses the reporting dashboard, then the forecasts should be presented in a visually engaging format that is easily understandable to non-technical stakeholders.
Director of Operations uses predictive performance forecasting to evaluate the impact of proposed changes in occupancy in real-time and to inform budget planning for the next fiscal year.
Given a predicted scenario of occupancy changes inputted into the system, when the predictive performance forecasting is executed, then the outcome should reflect expected changes in energy consumption and highlight potential savings opportunities in a detailed report.
Energy analyst reviews predictive performance data and tests various operational adjustments to assess their impact on future energy consumption patterns, aiming to suggest actionable strategies to management.
Given different operational adjustment scenarios, when the energy analyst runs the forecasting models, then recommendations should be generated that summarize the predicted impact of each adjustment on energy consumption, including a cost-benefit analysis.
IT Support ensures that the machine learning algorithms utilized for predictive performance forecasting are correctly integrated into the GreenPulse platform, providing seamless access to end-users.
Given the recent updates to predictive performance forecasting algorithms, when users log into the GreenPulse platform, then they should be able to access forecasting features without system errors or downtime, ensuring 100% uptime during peak usage hours.
Integrated Benchmarking Metrics
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User Story
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As a sustainability officer, I want to compare our energy usage against industry benchmarks, so that I can identify areas for improvement and drive better sustainability practices in my organization.
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Description
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The Integrated Benchmarking Metrics requirement aims to incorporate industry benchmarks and historical data into the platform, allowing users to compare their energy performance against similar organizations or industry standards. This feature enables facility managers and sustainability officers to assess their effectiveness and identify areas for improvement. By presenting benchmarking data alongside user metrics, it will foster competitive analysis and motivate more aggressive sustainability efforts, guiding users toward best practices in energy management.
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Acceptance Criteria
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User compares their energy performance with industry benchmarks
Given the user has completed their energy consumption data entry, when they access the benchmarking section, then they should see a comparative analysis between their metrics and the relevant industry benchmarks.
User retrieves historical benchmarking performance data over the past year
Given the user selects a date range of the past year, when they request historical data, then the system should display the benchmarking performance data for their organization compared to industry standards for that time frame.
User identifies areas for improvement based on benchmarking metrics
Given the user has access to the benchmarking results, when they analyze the visual trend representations, then they should be able to clearly identify at least three specific areas where their performance is below the benchmark.
User shares benchmarking report with stakeholders
Given the user is on the benchmarking report page, when they click the 'Share' button, then they should successfully generate a shareable report that can be sent via email or a generated link.
System updates benchmarks based on latest industry data
Given new industry benchmarks are released, when the system is updated, then the users should see the latest benchmarks reflected in their analytics within 24 hours of the update.
User customizes benchmarking metrics according to their specific industry
Given the user is accessing the benchmarking settings, when they select their specific industry from a dropdown menu, then the benchmark metrics should automatically adjust to reflect that industry's standards.
Carbon Footprint Calculator
The Carbon Footprint Calculator feature enables users to assess their organization's total carbon output quickly. By inputting relevant data, users can generate detailed reports outlining their carbon footprint, offering insights into areas for reduction. This feature is particularly beneficial for organizations aiming to align their operations with carbon neutrality goals, resolving the challenge of understanding and communicating their environmental impact.
Requirements
User Data Input
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User Story
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As a facility manager, I want to input our organization's energy consumption data so that I can generate an accurate carbon footprint report to identify reduction areas.
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Description
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The User Data Input requirement mandates the development of a user-friendly interface that allows users to input relevant data such as energy consumption, operational activities, and machinery usage easily. This element is crucial as accurate data entry is foundational for calculating the carbon footprint accurately. It should include validation checks to ensure data integrity and provide helpful tooltips and guidelines to assist users in understanding what information is needed. Integrating this requirement will enhance the overall user experience, reduce entry errors, and ensure reliable outputs from the Carbon Footprint Calculator.
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Acceptance Criteria
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User navigates to the Carbon Footprint Calculator feature to input energy consumption and operational data for their organization to begin assessing their carbon impact.
Given the user is on the User Data Input interface, when they enter valid energy consumption data and click 'Submit', then the application should accept the input and display a confirmation message.
A user attempts to enter their operational activities into the Carbon Footprint Calculator but is unsure what data is expected.
Given the user hovers over the input fields, when they see tooltips, then the tooltips should clearly explain what information is needed for each corresponding input field.
When a user inputs data related to machinery usage into the carbon footprint calculator, the system must ensure data integrity.
Given the user enters inappropriate values, when they attempt to submit the data, then the system should display an error message and prevent form submission until valid data is provided.
A user revisiting the Carbon Footprint Calculator needs to review previously entered data to compare with new input.
Given that the user clicks on 'View Previous Entries', when the system retrieves old data, then it should display all previously submitted data in a clear and organized manner.
The user inputs operational activities into the Carbon Footprint Calculator and submits them for analysis.
Given the user has filled in all required fields correctly, when they submit the form, then the system should process the data and generate a detailed report outlining the carbon footprint based on the entered information.
A user engages with the data input form, requiring a quick overview of field requirements before entering data.
Given the user accesses the User Data Input interface, when they click on 'Help', then a modal should pop up displaying a comprehensive guide on what data to input and why it matters.
Carbon Footprint Report Generation
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User Story
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As a sustainability officer, I want to generate detailed carbon footprint reports so that I can present our company's environmental impact to stakeholders and identify improvement areas.
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Description
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This requirement focuses on the capability to automatically generate comprehensive reports based on the data submitted by users. The reports should outline the total carbon output along with breakdowns of sources and trends over time, enabling users to understand and communicate their carbon impact effectively. This feature not only informs organizations about their environmental contributions but also aligns with compliance needs and sustainability reporting. The reports should be exportable in various formats such as PDF, Excel, and CSV for ease of sharing and presentation.
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Acceptance Criteria
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User submits carbon data for analysis via the GreenPulse dashboard.
Given the user inputs valid carbon data into the Carbon Footprint Calculator, when the user submits the information, then a comprehensive carbon footprint report is generated automatically.
User wants to download their carbon footprint report for sharing with stakeholders.
Given that a user has generated a carbon footprint report, when they select the download option, then the report should be available in PDF, Excel, and CSV formats without loss of detail or formatting.
User requires a breakdown of carbon output by source in the generated report.
Given the user has submitted carbon data, when the report is generated, then the report must include a detailed breakdown of carbon output by source and show trends over time.
User needs to view past reports to assess changes in carbon footprint.
Given that the user has previously generated reports, when they navigate to the report history section, then they should be able to view and compare past carbon footprint reports by date.
User intends to communicate their environmental impact to comply with regulatory standards.
Given that users need to comply with environmental regulations, when the report is generated, then it must include all necessary compliance metrics and insights needed for regulatory submissions.
User requires insights into potential carbon reduction strategies from the report.
Given that the user has received their carbon footprint report, when they review the insights section, then the report must provide actionable recommendations for reducing carbon output based on the data provided.
User wants to ensure the data validity before report generation.
Given that the user inputs data into the carbon footprint calculator, when they submit potentially invalid data, then an error message must be displayed, and the report generation should be halted until valid data is provided.
Real-time Data Integration
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User Story
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As a sustainability officer, I want our systems to automatically pull data for carbon calculations so that we have real-time insights into our operational impact without manual data entry.
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Description
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Real-time Data Integration is required to connect the Carbon Footprint Calculator with existing systems and IoT devices in organizations, ensuring that carbon output calculations reflect the most current data available. By pulling data from smart meters, energy management systems, and operational databases, this feature removes the need for manual data input and enhances accuracy. Real-time data integration will significantly streamline the calculation process, enabling organizations to respond rapidly to their energy usage patterns and implement timely interventions.
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Acceptance Criteria
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Integration of Carbon Footprint Calculator with energy management systems for automatic carbon output readings.
Given a connected energy management system, when real-time data integration is activated, then the Carbon Footprint Calculator should automatically reflect updated carbon output data without manual input.
Assessment of data accuracy from IoT devices used in carbon calculations.
Given IoT devices are connected, when data is collected, then the reported carbon output must match the data received from the IoT devices with a maximum deviation of 5%.
User notification upon successful data integration with existing systems.
Given a successful real-time data integration, when the data is synced, then the user should receive a notification confirming the data has been updated and is ready for reporting.
Generation of carbon footprint reports based on real-time data.
Given real-time data has been integrated, when the user requests a carbon footprint report, then a detailed report should be generated reflecting the most recent data available, within 30 seconds.
Error handling for failed data integration attempts.
Given an unsuccessful data integration attempt, when the system encounters an error, then the user should receive an error message detailing the nature of the problem and suggested corrective actions.
Capacity to handle simultaneous data requests from multiple sources.
Given multiple systems are providing data concurrently, when the data integration occurs, then the system should process all requests without any data loss or performance degradation.
User access to historical carbon output data alongside real-time data.
Given real-time integration is functioning, when a user accesses the Carbon Footprint Calculator, then they should have the option to view both real-time and historical carbon output data for comparison.
Customizable Calculation Parameters
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User Story
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As a facility manager, I want to customize the carbon footprint calculation settings to reflect our unique operations so that the results are more relevant and actionable.
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Description
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This requirement entails providing users the ability to customize the parameters and factors impacting their carbon footprint calculations. Users should be able to adjust these settings based on specific organizational practices, local regulations, and sustainability goals. The ability to customize calculation parameters will ensure that the output reflects the organization's unique operational context and enhances the relevance of the insights provided by the Carbon Footprint Calculator. This feature would empower users to undertake more targeted emission reduction strategies.
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Acceptance Criteria
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User Customizes Calculation Parameters for Specific Business Area
Given a user is logged into the Carbon Footprint Calculator, when they navigate to the customization settings, then they should be able to adjust at least three different factors (e.g., transportation methods, facility energy use, waste management practices) relevant to their specific business area.
User Receives Immediate Feedback on Changes to Parameters
Given a user has adjusted their calculation parameters, when they save their changes, then a real-time updated carbon footprint calculation should be displayed based on the new parameters without requiring a page refresh.
User Maintains Customization Across Sessions
Given a user has customized the calculation parameters and saved them, when they log out and then log back in, then their previous parameters should be pre-filled in the customization settings without any data loss.
User Views Impact of Custom Parameters on Carbon Footprint
Given a user has customized their calculation parameters, when they click on the 'View Impact' button, then they should see a detailed report that breaks down how each parameter contributes to their overall carbon footprint.
User Validates Parameters Against Local Regulations
Given a user is customizing their calculation parameters, when they access the help tool, then they should be presented with guidelines or checklists related to local regulations to ensure compliance with sustainability goals.
User Shares Customized Parameters with Team Members
Given a user has customized their calculation parameters, when they choose to share their settings, then an email or notification should be sent to designated team members with a summary of the customized parameters and their impacts.
User Resets Parameters to Default Settings
Given a user is on the customization settings page, when they click the 'Reset to Default' button, then all parameter fields should revert to the original default settings without any confirmation prompts.
User Guidance and Educational Support
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User Story
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As a new user of the GreenPulse platform, I want to access help and educational materials so that I can effectively understand and use the Carbon Footprint Calculator.
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Description
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The User Guidance and Educational Support requirement entails the development of an in-depth help section that includes tutorials, FAQs, and best practices for accurately inputting data and interpreting reports. Educational resources should be designed to enhance user understanding of carbon footprints and the implications of their operational activities. This support feature is essential for fostering a culture of sustainability within the organization, ensuring that users can fully utilize the Carbon Footprint Calculator's potential for driving emission reductions.
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Acceptance Criteria
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User accesses the help section in the Carbon Footprint Calculator to find information on how to input data correctly and generate reports.
Given the user is on the Carbon Footprint Calculator page, when they click on the 'Help' section, then they should see a list of tutorials and FAQs specifically related to inputting data and generating carbon footprint reports.
User navigates to the FAQs to understand common queries regarding carbon emissions and reduction strategies.
Given the user is in the FAQs section, when they search for 'carbon emissions', then they should receive relevant articles that provide comprehensive answers and resources for carbon reduction strategies.
User completes a tutorial on how to interpret carbon footprint reports and understands the implications of their organizational activities.
Given the user has accessed the tutorial on interpreting carbon footprint reports, when they finish the tutorial, then they should pass a short quiz with at least 80% correct answers to demonstrate their understanding of the content.
A facility manager references best practices in the help section for optimizing energy consumption based on the carbon footprint analysis.
Given the user is viewing the 'Best Practices' section, when they select a specific practice related to energy optimization, then they should be able to view detailed explanations and examples of how to implement the practice in their operations.
User reports an issue with the help section using the provided feedback form.
Given the user is in the help section and encounters an issue, when they fill out and submit the feedback form, then the system should confirm successful submission and log the feedback for review.
User downloads a comprehensive report summarizing their organization’s carbon footprint findings.
Given the user is viewing their carbon footprint analysis, when they select the option to download the report, then the system should generate and provide a downloadable PDF containing all relevant data and insights from their calculations.
Dashboard Visualization
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User Story
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As a sustainability officer, I want to see visual representations of our carbon footprint data on a dashboard so that I can quickly assess our progress and communicate it to our team.
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Description
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The Dashboard Visualization requirement calls for the implementation of visually engaging dashboards where users can view summaries of their carbon footprint data and trends easily. This element should include graphical representations, such as charts and graphs, to communicate complex information simply and intuitively. By visualizing key data points, users will be empowered to make informed decisions quicker and track their progress toward sustainability goals more effectively. This feature will enhance user engagement with the platform and facilitate easier monitoring of their carbon reduction journey.
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Acceptance Criteria
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User logs into the GreenPulse platform and navigates to the Dashboard Visualization section to view their organization's carbon footprint data for the previous month.
Given that the user is on the Dashboard Visualization page, when they select the previous month from the date range, then the system displays a graphical representation of the carbon footprint data in the form of a bar chart showing emissions by category.
A facility manager wants to export the graphical representations of their carbon footprint data for a presentation to stakeholders.
Given that the user has generated their carbon footprint report with visualizations, when they click the 'Export' button, then the system exports the report in PDF format with all visualizations included and correctly formatted.
A sustainability officer needs to compare carbon trends over the last six months to assess improvement efforts.
Given that the user has selected the comparison option on the Dashboard Visualization, when they choose the last six months as the time frame, then the system displays a line chart that clearly shows the trends in carbon emissions over the selected period, allowing easy visualization of improvements or regressions.
An organization aims to set a new sustainability goal based on the insights from the Dashboard Visualization.
Given that the user has accessed the Dashboard Visualization and reviewed their current carbon footprint, when they select the option to set a new sustainability goal, then the system allows them to input the desired target value, providing real-time feedback on potential impacts to ensure the goal is achievable based on current data.
A user wants to filter the dashboard data to view only specific categories of carbon emissions, such as transportation or energy consumption.
Given that the user is viewing the Dashboard Visualization, when they apply the category filter for transportation, then the dashboard updates to only show the relevant emissions data for the transportation category, with all applicable visualizations reflecting this filter.
A user attempts to access the Dashboard Visualization without having the necessary permissions.
Given that a user without the required permissions tries to access the Dashboard Visualization, when they attempt to navigate to this section, then the system displays an error message indicating that their permissions do not allow access to this feature.
A sustainability officer is trying to understand how to read the data visualizations presented in the Dashboard.
Given that the user is new to the GreenPulse platform, when they hover over any data point on the dashboard visualizations, then the system provides tooltips with detailed information explaining the metrics and data represented at that point.
Customizable Dashboards
Customizable Dashboards allow users to tailor their EcoScorecard interface according to individual preferences and priorities. Users can select which metrics and visualizations are most relevant to them, providing an organized and efficient way to monitor their sustainability performance at a glance. This feature personalizes the user experience, making it easier for facility managers and sustainability advocates to focus on what matters most.
Requirements
Dynamic Metric Selection
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User Story
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As a facility manager, I want to select specific metrics for my dashboard so that I can focus on the key performance areas that impact our sustainability efforts most directly.
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Description
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The Dynamic Metric Selection requirement allows users to effortlessly choose and arrange the metrics that populate their customizable dashboards. This feature should provide an intuitive drag-and-drop interface, enabling users to add, remove, or rearrange metrics based on their specific focus areas such as energy consumption, waste reduction, or sustainability initiatives. By empowering users to highlight the metrics they value most, this requirement enhances user engagement and fosters proactive management of sustainability goals, ensuring that each user has quick access to the data that matters most to them.
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Acceptance Criteria
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User selects and customizes the metrics displayed on their dashboard during a quarterly sustainability review meeting.
Given a user is logged into the GreenPulse platform, when they access the customizable dashboard and select metrics to add to the dashboard, then the selected metrics should be displayed in the chosen arrangement without refreshing the page.
Facility manager rearranges metrics on the dashboard to reflect their priorities for energy consumption monitoring.
Given a facility manager has added metrics for energy consumption, when they drag and drop the metrics into a new order, then the dashboard should visually update in real-time to reflect the new arrangement of metrics.
User removes a metric from their dashboard to declutter their view prior to a presentation.
Given a user is viewing their customizable dashboard, when they click the remove option on a selected metric, then the metric should be removed from the dashboard immediately without any errors and user should receive a confirmation message.
Sustainability officer adds a new metric for waste reduction to their dashboard for better tracking.
Given a sustainability officer wants to add a waste reduction metric, when they select the metric from the available options and confirm the addition, then the metric should appear on their dashboard in the default location without the need for additional user actions.
User saves their customized dashboard layout for future access.
Given a user has arranged their metrics and wishes to save the current layout, when they click the save button, then the layout should be stored and should be restored accurately the next time they access the dashboard.
User views the dashboard on a mobile device and verifies the layout of the selected metrics.
Given a user accesses the GreenPulse dashboard on a mobile device, when they log in, then the mobile layout should display all selected metrics in a user-friendly format that maintains usability and accessibility on smaller screens.
User seeks help in using the drag-and-drop feature for the customizable dashboard.
Given a user is unfamiliar with the drag-and-drop functionality, when they hover over the 'Help' icon, then a tooltip providing guidance on how to use the drag-and-drop feature should be visible and easy to understand.
Custom Visualization Options
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User Story
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As a sustainability officer, I want to customize how my metrics are visualized so that I can present the data in a way that is most understandable for my team and stakeholders.
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Description
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The Custom Visualization Options requirement enables users to choose from a range of visualization formats such as graphs, tables, and charts to display their selected metrics. This flexibility will allow users to represent data in the most meaningful way for their specific needs, enhancing their ability to analyze performance trends and make informed decisions. The requirement also includes options for color coding and formatting to improve data interpretability, thereby promoting clearer communication of sustainability insights with stakeholders.
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Acceptance Criteria
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As a facility manager, I want to choose different visualization formats for my energy consumption metrics on the dashboard, so I can understand trends and make informed decisions quickly.
Given that I am on the Customizable Dashboard, when I select a metric and choose a visualization format (graph, table, chart), then the selected format should display accurately based on my selection, allowing for proper data analysis.
As a sustainability officer, I need to customize the color-coding of my dashboard metrics to align with our company's branding, so our reports are visually coherent and professional.
Given that I am customizing my dashboard, when I apply specific color codes to my selected metrics, then the dashboard should reflect these color choices immediately and consistently across all views and reports generated.
As a user, I want to save my dashboard configuration with the selected visualizations and formats, so I can access my personal preferences each time I log in without having to reset them.
Given that I have configured my dashboard with specific visualizations and color codes, when I save my settings, then my configuration should be retained and applied automatically the next time I log in.
As a facility manager, I want to compare historical data visualization with real-time data on my dashboard, so I can identify trends in energy consumption and pinpoint areas for improvement.
Given that I have access to both historical and real-time data on my dashboard, when I select multiple visualizations for comparison, then the system should display both datasets accurately, allowing for quick assessment of performance changes.
As a data analyst, I want to export my customized dashboard data in various formats (CSV, PDF, etc.), so I can share insights with stakeholders easily.
Given that I am on the Customizable Dashboard, when I select the option to export my dashboard data, then the system should provide downloadable files in my chosen format, containing all displayed metrics accurately formatted for clarity.
Real-time Data Updates
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User Story
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As a facility manager, I want my dashboard to update in real-time so that I can make quick decisions based on the latest energy usage data.
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Description
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The Real-time Data Updates requirement ensures that the customizable dashboards reflect the most current data available, allowing users to monitor performance without delays. This feature will leverage live data feeds from various sources within the organization's energy management systems. By providing up-to-date insights, this requirement supports timely decision-making and fosters a culture of responsiveness and accountability in energy management efforts.
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Acceptance Criteria
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Real-time Data Refresh for Energy Metrics Displayed on Customizable Dashboards
Given that a user has the customizable dashboard open with the energy performance metrics displayed, When the energy data is updated in the backend system, Then the metrics displayed on the dashboard should refresh automatically within 5 seconds to reflect the latest values.
Notification of Data Update on Customizable Dashboards
Given that a user is actively viewing the customizable dashboard, When the backend energy data has been updated, Then the user should receive a notification indicating that new data is available for review, ensuring awareness of changes.
User Customization of Dashboard Metrics
Given that a user is in the process of customizing their dashboard, When they select and deselect different metrics, Then the dashboard should update in real-time to reflect these changes immediately, without needing to refresh the entire page.
Accuracy of Live Data Feed Integration
Given that the real-time data feed is operational, When the user views the energy metrics on the customizable dashboard, Then the metrics should accurately correlate with the source data from the energy management systems to within 1% error margin.
System Performance Under Load During Data Updates
Given that multiple users are accessing the customizable dashboards simultaneously, When the energy data is updated in the backend, Then all users should experience a refresh of their dashboards without any lag time exceeding 2 seconds.
History Retention for Updated Metrics
Given that a user is viewing the customizable dashboard, When the metrics are updated in real-time, Then the previous values should be retained for tracking historical performance as a hover tooltip or in a separate section of the dashboard.
User Access to Filtering Options on Updated Data
Given that the user is viewing the customizable dashboard with refreshed data, When the user applies filtering options to the data displayed, Then the dashboard should instantly reflect the filtered results based on the latest available data.
User Role Management
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User Story
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As an administrator, I want to manage user roles so that I can control who has access to specific metrics and ensure data security within the dashboard.
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Description
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The User Role Management requirement allows administrators to define and assign different access levels and permissions for users based on their roles within the organization. This feature will enable tailored experiences, ensuring users only see the data and metrics relevant to their responsibilities and enhancing data security. By allowing role-based customization, this requirement facilitates better collaboration while maintaining control over sensitive information.
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Acceptance Criteria
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As an administrator, I want to assign specific roles to users so that they can access only the metrics relevant to their job functions.
Given the admin is logged into the dashboard, when they create a new user and assign a role, then that user should only see data relevant to their assigned role without access to other metrics.
As an administrator, I want to ensure that users with the 'Viewer' role can only view data but cannot edit any of it.
Given a user has been assigned the 'Viewer' role, when they try to modify any metrics or settings on the dashboard, then they should receive an error message indicating insufficient permissions.
As a facility manager, I want to customize my dashboard to show metrics relevant to my role, ensuring I focus on what impacts my responsibilities.
Given the user is logged in and has the appropriate role assigned, when they customize their dashboard by selecting metrics, then the selected metrics should be displayed on their dashboard successfully.
As a sustainability officer, I want to be notified when someone with a role that has permissions to view sensitive data logs into the system, to maintain data security.
Given a user with access to sensitive data logs in, then the system should generate an alert to notify the administrator of this action.
As an administrator, I want to remove a user's role to ensure that they no longer have access to any metrics once they leave the organization.
Given the admin has selected a user for role removal, when they confirm the action, then the user should no longer have access to any data within the platform.
As a compliance officer, I want to audit user roles to ensure that users have appropriate permission levels according to their job functions.
Given the admin accesses the user management report, when they generate an audit report, then it should display all users with their respective roles and permission levels for review.
Engagement Analytics
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User Story
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As a product manager, I want to analyze how users are engaging with the dashboards so that we can continuously improve the experience based on actual usage patterns.
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Description
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The Engagement Analytics requirement provides insights into how users are interacting with the customizable dashboards. This feature will track user activity, frequency of dashboard access, and the most utilized metrics. By analyzing this data, organizations can gain valuable insights into user preferences and behaviors, guiding further enhancements to the dashboard functionality and user experience, thereby promoting higher engagement levels.
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Acceptance Criteria
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User Tracking Engagement with Customizable Dashboards
Given a user logs into GreenPulse and accesses their customizable dashboard, when the user interacts with various metrics, then the Engagement Analytics module must accurately log the time spent on dashboard, metrics accessed, and frequency of interaction per session.
User Metric Preferences Analysis
Given multiple users are utilizing the customizable dashboards over a specified period, when the Engagement Analytics gathers data, then it should produce a report showcasing the most accessed metrics and the overall user engagement levels.
Real-Time Engagement Data Display
Given that the Engagement Analytics requirement is implemented, when a user accesses the dashboard, then they should see real-time analytics of their engagement displayed in a user-friendly format.
Dashboard Customization Effect on Engagement
Given users have customized their dashboards, when they interact with the metrics, then the Engagement Analytics should correlate the level of customization with the frequency of usage metrics to determine the impact on user engagement.
Historical Engagement Trends
Given a historical record of user interactions is maintained, when Analytics is run to analyze trends over time, then the output must clearly show changes in user engagement levels based on adjustments made to the customizable dashboards.
Comparative Analysis Across User Segments
Given different user roles (facility managers, sustainability officers) use the dashboards, when Engagement Analytics collects data, then it should allow for a comparative analysis of engagement metrics across these user segments to inform targeted improvements.
Feedback Mechanism
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User Story
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As a user, I want to provide feedback on my dashboard experience so that I can share my needs and suggestions for future improvements.
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Description
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The Feedback Mechanism requirement allows users to submit feedback and suggestions regarding the dashboard functionalities directly through the interface. This feature will foster a more user-centric approach to product development by enabling continuous improvement based on user input. A simple feedback form will be integrated into the dashboards, empowering users to share their thoughts and requests without leaving the platform, thus enhancing user satisfaction and retention.
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Acceptance Criteria
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User submits feedback through the dashboard's feedback mechanism after noticing a missing feature that would enhance their experience.
Given the user is logged into the GreenPulse platform, When they access the feedback form through the dashboard, Then they should be able to submit their comments and suggestions successfully without encountering errors and receive a confirmation message upon submission.
Facility manager reviews feedback submissions related to dashboard functionalities to prioritize development enhancements.
Given the feedback mechanism is implemented, When the facility manager accesses the feedback reports section, Then they should see a list of all user feedback sorted by date along with the corresponding user details, if available.
User provides feedback via the feedback mechanism on a mobile device to suggest new metrics for the dashboard.
Given the user is on the mobile version of the GreenPulse platform, When they select the feedback option and fill out the form, Then they should be able to submit feedback without loss of data and receive an immediate acknowledgment of their submission.
Admin reviews all collected feedback to identify common suggestions for dashboard improvements.
Given the feedback has been collected over a month period, When the admin generates a feedback summary report, Then the report should include the total number of submissions, categorized feedback, and the frequency of specific feature requests.
User attempts to submit a feedback form without filling out the required fields to check for validation messages.
Given the user is on the feedback submission page, When they try to submit the form with mandatory fields left empty, Then they should see clearly defined error messages indicating which fields need to be completed before submission.
User accesses the feedback mechanism to report a bug in the dashboard functionality.
Given the user wants to report a bug through the feedback mechanism, When they fill out the feedback form with relevant details about the bug, Then the system should allow submission and ensure that the bug report is logged for follow-up by the support team.
User checks the status of their previous feedback submissions to see if it has been reviewed or addressed.
Given the user has submitted feedback previously, When they access the 'My Feedback' section, Then they should see a list of their submissions along with status updates indicating whether the feedback is 'Under Review', 'Resolved', or 'Implemented'.
Stakeholder Engagement Portal
The Stakeholder Engagement Portal serves as a collaborative platform where users can involve various stakeholders in their sustainability journey. From sharing best practices to soliciting feedback on sustainability initiatives, this feature promotes inclusivity and collective ownership of sustainability goals. By fostering open communication and collaboration, it enhances engagement among employees, leadership, and external partners.
Requirements
Interactive Feedback Mechanism
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User Story
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As a Sustainability Officer, I want to gather feedback from my team and external partners regarding our sustainability initiatives so that I can understand their concerns and improve our strategies based on their suggestions.
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Description
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The Interactive Feedback Mechanism allows users to gather real-time feedback from stakeholders regarding sustainability initiatives. This feature enables facility managers to create surveys and polls that can be easily distributed and accessed within the Stakeholder Engagement Portal. By analyzing the collected feedback, teams can make informed adjustments to their strategies, ensuring that the sustainability efforts are aligned with stakeholder expectations and improving overall engagement. This requirement is essential for fostering a culture of collaboration and responsiveness, ensuring sustainability goals are not only set but actively pursued with input from all relevant parties.
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Acceptance Criteria
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User creates a survey to gather feedback on a new energy-saving initiative within the Stakeholder Engagement Portal.
Given the user is logged into the Stakeholder Engagement Portal, when they navigate to the feedback section and create a new survey with at least three questions, then the survey should be successfully saved and accessible for distribution.
Stakeholders receive a notification about the new feedback survey related to sustainability initiatives.
Given the user has created a new survey, when the survey is published, then all relevant stakeholders should receive an automated email notification containing the survey link within 10 minutes.
Users analyze the feedback collected from the surveys to make adjustments to sustainability strategies.
Given that at least 10 responses have been collected from the survey, when the user accesses the feedback analysis dashboard, then the user should see summarized results and insights displayed, enabling informed decision-making.
A facility manager wants to create a poll for stakeholders to choose between two sustainability initiatives.
Given the facility manager has access to the Stakeholder Engagement Portal, when they create a poll with at least two options and publish it, then the poll should be visible to all stakeholders for voting within the portal.
A stakeholder wants to provide additional comments on a completed survey.
Given the stakeholder has participated in the survey, when they navigate to the survey summary page, then they should see an option to submit additional comments, which should be successfully recorded in the system.
The system compiles all feedback results into a report that can be shared with stakeholders.
Given the user has accessed the feedback analysis dashboard, when they choose to generate a report, then the report should include all relevant data and insights from the surveys and be downloadable in PDF format.
A facility manager wants to ensure all surveys are compliant with data privacy regulations before distribution.
Given the user is preparing a survey for distribution, when they review the compliance checklist provided by the system, then the system should indicate whether the survey meets all data privacy requirements before publishing.
Resource Library for Best Practices
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User Story
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As a facility manager, I want to access a library of best practices and case studies on sustainability so that I can implement proven strategies in our energy management efforts.
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Description
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The Resource Library for Best Practices serves as a centralized repository of sustainability resources, guidelines, and case studies that stakeholders can access and share. This feature will allow users to upload documents, articles, and success stories related to energy management and sustainability practices. By providing a wealth of knowledge within the Stakeholder Engagement Portal, users can easily learn from others' experiences and adopt proven strategies, thereby enhancing their sustainability efforts. This requirement supports the objective of knowledge sharing and collaboration among stakeholders, ultimately leading to a more robust sustainability initiative.
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Acceptance Criteria
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Uploading documents to the Resource Library for Best Practices.
Given the user is authenticated and on the Resource Library page, when they click on the 'Upload Document' button, then they should be able to select a file and receive a confirmation message indicating the upload was successful.
Searching for best practices in the Resource Library.
Given the user is on the Resource Library page, when they enter a keyword in the search bar and click 'Search', then the system should return relevant documents and resources that match the keyword.
Accessing shared success stories in the Resource Library.
Given the user is on the Resource Library page, when they click on the 'Success Stories' category, then they should see a list of available success stories that can be opened for more details.
Downloading a resource from the Resource Library.
Given a user has located a document in the Resource Library, when they click the 'Download' button next to the document, then the document should initiate a download to the user's device.
Uploading all types of documents.
Given the user is on the Resource Library upload page, when they select a file of any permissible document type (PDF, DOCX, PPTX) for upload, then the system should accept the upload and display it in the library listing.
Receiving feedback on shared resources.
Given the user has viewed a shared document, when they click on the 'Provide Feedback' button and submit their comments, then the system should record their feedback and display a confirmation message.
Viewing detailed guidelines within the Resource Library.
Given the user is on the Resource Library page, when they click on a document titled 'Guidelines for Energy Management', then the system should display the full content of the document along with options to download or share.
Stakeholder Dashboard Customization
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User Story
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As a stakeholder, I want to customize my dashboard to display only the information that's relevant to my sustainability goals so that I can easily track my progress and understand my contributions to our initiatives.
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Description
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Stakeholder Dashboard Customization allows users to personalize their dashboards within the Stakeholder Engagement Portal. Users can select which metrics, reports, and updates they want to see, tailoring the portal's appearance and functionality to meet their specific needs. This feature enhances user engagement by providing relevant information at a glance and promotes ownership of sustainability monitoring. By aligning the dashboard with individual stakeholder requests, the portal can facilitate better communication and keep stakeholders more involved in the overall sustainability goals of the organization.
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Acceptance Criteria
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User accesses the Stakeholder Engagement Portal and initiates the dashboard customization process to personalize their experience based on specific sustainability metrics.
Given a logged-in user, when they select 'Customize Dashboard', they can choose at least 5 different metrics from a predefined list to display on their dashboard. Then, the customized dashboard reflects these selections accurately.
A stakeholder wants to receive real-time updates on energy consumption metrics through the Stakeholder Dashboard.
Given that the user has selected energy consumption metrics, when energy consumption updates occur, they are immediately reflected on the user's dashboard without the need for a page refresh.
An administrator reviews the dashboard customization feature to ensure it meets accessibility standards for all users, including those with disabilities.
Given the dashboard customization feature, when assessed for accessibility, at least 95% of the elements meet WCAG 2.1 AA standards and are usable via keyboard navigation.
A stakeholder completes their dashboard customization and returns to the portal to confirm their changes are saved and displayed correctly.
Given that a user has customized their dashboard and saved it, when they return to the portal, then the saved dashboard should display the selected metrics and settings without any data loss.
Users provide feedback about the dashboard customization feature after implementing their changes and using it for a week.
Given that users have utilized the dashboard for a week, when providing feedback, then at least 80% express satisfaction with the usability and functionality of the customization features on a survey.
A stakeholder requests to share their customized dashboard with team members for collaborative purposes within the portal.
Given that the user has a customized dashboard, when they attempt to share it, then they can successfully send an invite to up to 10 team members, who can view the dashboard as intended.
Real-time Notifications and Alerts
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User Story
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As a sustainability officer, I want to receive real-time notifications about feedback from stakeholders and major milestones reached so that I can stay informed and act swiftly on necessary changes.
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Description
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The Real-time Notifications and Alerts feature is designed to keep users updated on sustainability milestones, feedback received, and any immediate actions required. By configuring settings for notifications, users can receive alerts through the platform or via email about important changes or achievements in their sustainability initiatives. This requirement is crucial for maintaining momentum in stakeholder engagement, as timely updates ensure stakeholders are informed and able to respond quickly to any developments that may affect their responsibilities or goals.
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Acceptance Criteria
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Real-time Notification upon Milestone Achievement
Given a user sets a sustainability milestone, When the milestone is achieved, Then the user receives a real-time notification via the platform and an email alert.
Immediate Feedback Alert Configuration
Given a user configures alert settings for feedback on sustainability initiatives, When feedback is received, Then the user should receive a notification through the platform and email as per their configuration preferences.
Critical Development Notification
Given a user is following a specific sustainability initiative, When there is a critical update that requires action, Then the user must receive an immediate and clear notification detailing the required action.
Sustainability Update Frequency Management
Given a user accesses the notification settings, When they set their preferred frequency for sustainability updates, Then the system must send notifications according to the specified frequency.
User Engagement Analytics Report Notification
Given a user views the engagement analytics dashboard, When significant changes in stakeholder engagement metrics occur, Then the user receives a notification highlighting these changes.
Alert Customization for Multiple Users
Given a stakeholder has multiple roles within the platform, When setting notification preferences for alerts, Then the user should be able to customize notifications specific to each role they play.
Unsubscribe from Non-Critical Alerts
Given a user decides to reduce notifications, When they unsubscribe from non-critical alerts, Then the system must confirm their changes and cease sending those alerts immediately.
Collaborative Initiative Planning
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User Story
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As a project leader, I want to create collaborative plans for new sustainability initiatives involving my team and external stakeholders so that we can effectively propose and execute ideas that benefit our energy management strategies.
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Description
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Collaborative Initiative Planning provides a structured framework within the Stakeholder Engagement Portal for stakeholders to propose and plan new sustainability initiatives together. This feature enables users to collaborate on ideas, share documents, and outline actionable steps for implementing initiatives. By facilitating a transparent and inclusive planning process, this requirement empowers stakeholders to work together towards common sustainability goals, fostering a sense of collective accountability and innovation in the organization's sustainability efforts.
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Acceptance Criteria
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Stakeholder Proposes a New Sustainability Initiative
Given a stakeholder is logged into the Stakeholder Engagement Portal, when they navigate to the Collaborative Initiative Planning section and submit a proposal for a new sustainability initiative, then the proposal should be saved and visible to all relevant stakeholders for collaboration.
Collaborative Document Sharing Among Stakeholders
Given multiple stakeholders are engaged in a planning session, when they upload documents to the initiative planning area, then all stakeholders should have access to view and comment on these documents in real-time.
Feedback Collection on Proposed Initiatives
Given a sustainability initiative has been proposed, when stakeholders provide feedback through the portal, then all feedback should be compiled and displayed in a consolidated view for the initiative owner.
Tracking Actionable Steps of Initiatives
Given a sustainability initiative has defined actionable steps, when stakeholders check off completed steps in the portal, then the progress should be updated in real-time, visible to all involved stakeholders.
User Notification of Updates on Initiatives
Given a user is subscribed to a particular sustainability initiative, when changes are made to the initiative planning (e.g., new proposals, document uploads, feedback), then the user should receive an automatic notification through the portal.
Reviewing Historical Collaborative Initiatives
Given a user wants to review past sustainability initiatives, when they access the historical archive and filter by date or type, then they should be able to view all previous initiatives along with their outcomes.
Idea Exchange Hub
The Idea Exchange Hub allows users to post, discuss, and vote on sustainability initiatives and ideas from their peers. This collaborative feature facilitates an open forum for brainstorming innovative energy-saving strategies, enabling organizations to harness collective intelligence and creativity. By encouraging participation from all employees, it fosters a culture of shared responsibility and enables the best ideas to rise to the top, enhancing the overall sustainability initiatives.
Requirements
User Idea Submission
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User Story
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As an employee, I want to submit my sustainability ideas easily so that I can contribute to the company's energy-saving initiatives and feel valued in the decision-making process.
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Description
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The User Idea Submission feature allows users to submit their sustainability initiatives directly through the platform. This functionality improves user engagement by providing a simple and accessible method for employees to contribute their ideas for energy-saving strategies. The submission process will include the capability to attach relevant documents or images, making it easier for users to convey their concepts. This feature enhances the capacity for idea collection, ensuring a diverse range of insights is captured from all organizational levels, and supports the overall goal of improved sustainability initiatives.
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Acceptance Criteria
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User submits a sustainability initiative proposal with relevant documentation attached.
Given a logged-in user on the Idea Exchange Hub, when they fill out the idea submission form and attach one or more documents or images, then their submission should be successfully saved and displayed in the hub list.
User attempts to submit an idea without filling out required fields.
Given a logged-in user on the Idea Exchange Hub, when they try to submit an idea without completing required fields (title and description), then they should receive an error message indicating the missing fields and the submission should not be processed.
User revises and resubmits an idea after initial submission.
Given a logged-in user on the Idea Exchange Hub, when they edit their previously submitted idea and resubmit it, then their updated idea should replace the original submission and a notification should confirm the successful update.
System handles multiple users submitting ideas simultaneously.
Given multiple logged-in users on the Idea Exchange Hub, when they submit their ideas at the same time, then all submissions should be processed independently and displayed without disruption or data loss.
User uploads a document with unsupported file format.
Given a logged-in user on the Idea Exchange Hub, when they attempt to attach a document with an unsupported file format (e.g., .exe), then they should receive an error message stating the file type is not allowed and the submission should not proceed.
User confirms their submitted idea is visible to other users.
Given a logged-in user who has submitted an idea, when they navigate to the Idea Exchange Hub, then their submitted idea should be visible in the list of ideas along with the details they provided.
User receives feedback on their submitted idea from peers.
Given a logged-in user who has submitted an idea, when another user comments on their idea, then the original user should receive a notification about the new comment and be able to see it under their submission.
Discussion Forum
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User Story
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As a user, I want to participate in discussions about submitted sustainability ideas so that I can collaborate with others and enhance the quality of the initiatives we propose.
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Description
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The Discussion Forum enables users to engage in conversations regarding submitted ideas, fostering deeper exploration and refinement of sustainability initiatives. This requirement includes thread creation, replies, and the ability to tag users to facilitate engagement. By implementing this interactive forum, users can collaboratively build on each other's suggestions, provide constructive feedback, and develop actionable strategies. The forum will also support real-time notifications for active discussions, ensuring that users are engaged and informed about the conversation surrounding their ideas.
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Acceptance Criteria
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Creating a New Discussion Thread in the Forum
Given a logged-in user, when they navigate to the Discussion Forum and select 'Create New Thread', then they should be able to enter a title and description, and after submitting, the thread should appear in the list of active discussions.
Replying to an Existing Discussion Thread
Given an active discussion thread, when a user selects the 'Reply' option, enters their response, and submits, then their reply should be visible under the original post immediately.
Tagging Users in a Discussion
Given a user is composing a response to a discussion thread, when they enter the '@' symbol followed by a username, then the tagged user should receive a notification of the response in their notification center.
Receiving Real-Time Notifications for Active Discussions
Given a user is subscribed to a discussion thread, when a new comment is added, then the user should receive a real-time notification alerting them of the new reply.
Voting on Ideas Submitted in the Forum
Given a user reviews an idea in the Idea Exchange Hub, when they click on the 'Vote' button, then their vote should be counted and reflected in the vote tally for that idea.
Searching for Specific Discussion Threads
Given a user is on the Discussion Forum page, when they enter a search term into the search bar, then the forum should return a list of threads that match the search criteria within three seconds.
Editing a Discussion Thread After Creation
Given a user has created a thread, when they select the 'Edit' option, then they should be able to modify the title and content of the thread and save changes; the updates should immediately reflect in the forum.
Voting Mechanism
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User Story
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As a user, I want to vote on sustainability ideas so that I can express my support for initiatives and influence which ideas gain traction within the company.
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Description
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The Voting Mechanism allows users to cast votes on submitted ideas and initiatives, helping to surface the most popular and favored proposals. This functionality empowers employees to prioritize ideas based on collective support, providing an efficient way to gauge interest and feasibility of sustainability initiatives. Users can easily view the top-voted ideas in a dedicated section, enhancing visibility for promising strategies. The voting process will also include options for providing comments on why users support specific proposals, adding depth to the feedback.
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Acceptance Criteria
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Voting on a submitted sustainability initiative by a user in the Idea Exchange Hub.
Given a user is logged into the GreenPulse platform, when they navigate to the Idea Exchange Hub, then they should see a list of submitted initiatives with visible voting buttons for each initiative.
A user casts their vote for a sustainability initiative and provides a comment.
Given a user clicks the voting button on a specific initiative, when they submit their vote along with a comment, then the vote should be recorded and the comment should be visible to others in the comments section of that initiative.
Viewing the top-voted sustainability initiatives by all users.
Given multiple users have voted on various initiatives, when a user clicks on the 'Top Ideas' section, then they should see a ranked list of initiatives based on the number of votes received.
Multiple users voting on an initiative and validating vote counts.
Given multiple users vote on the same initiative, when they check the vote counts after casting their votes, then the count should reflect the total number of votes accurately.
A user attempts to vote on an initiative they have already voted for.
Given a user has already voted on a specific initiative, when they try to vote again, then they should receive a notification that they cannot vote more than once on the same initiative.
A user wants to view comments on a specific initiative after voting.
Given a user has voted on an initiative, when they navigate to the comments section of that initiative, then they should be able to view all comments made by other users along with their own comment.
An admin reviews the voting results for initiatives.
Given an admin logs into the GreenPulse platform, when they access the admin dashboard, then they should be able to view voting statistics and details for all submitted ideas, including total votes and comments.
Idea Analytics Dashboard
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User Story
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As a sustainability officer, I want to analyze the engagement and voting data for submitted ideas so that I can evaluate which initiatives align best with our sustainability goals and refine our strategies accordingly.
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Description
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The Idea Analytics Dashboard provides analytics and reporting functionalities that allow administrators and users to track participation, idea submissions, votes, and engagement metrics within the Idea Exchange Hub. This comprehensive dashboard will enable stakeholders to analyze the effectiveness of the brainstorming process, evaluate which initiatives resonate with users, and identify trends in employee engagement regarding sustainability efforts. By utilizing these insights, decision-makers can refine their approach to sustainability initiatives and improve overall collaboration within the organization.
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Acceptance Criteria
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Users can access the Idea Analytics Dashboard to view participation rates in the Idea Exchange Hub over a selected date range.
Given that the user is an administrator, when they select a date range and view the dashboard, then the participation rates displayed must accurately reflect the number of ideas submitted during that period.
Administrators can filter idea submissions by categories such as 'Energy Efficiency', 'Waste Reduction', and 'Sustainable Practices' within the Idea Analytics Dashboard.
Given that the admin accesses the Idea Analytics Dashboard, when they apply a filter for 'Energy Efficiency', then the displayed results must only include submissions categorized under 'Energy Efficiency'.
Users can view engagement metrics including the number of votes received for each idea in the Idea Analytics Dashboard.
Given that users are viewing the Idea Analytics Dashboard, when they navigate to the idea section, then each idea must display the total number of votes received or a suitable placeholder if no votes are received.
The Idea Analytics Dashboard supports export functionality for participation metrics to CSV format.
Given that an administrator is viewing the Idea Analytics Dashboard, when they choose the export option, then the system must generate a CSV file containing all visible metrics with correct formatting and data accuracy.
Administrators are able to track trends in user engagement over time using the Idea Analytics Dashboard.
Given that the admin views the engagement section of the dashboard, when they look at engagement data over multiple time periods, then the trends must visually represent an increase or decrease in participation accurately over those periods.
Users can see a summary of the top voted ideas within the Idea Analytics Dashboard.
Given that users are viewing the Idea Analytics Dashboard, when they review the summary section, then the top three voted ideas must be prominently displayed with their respective vote counts.
The Idea Analytics Dashboard reflects real-time updates for all metrics and data displayed.
Given that a new idea is submitted or a vote is cast, when an administrator refreshes the Idea Analytics Dashboard, then the new data must be reflected immediately without delays.
Integration with Existing Platforms
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User Story
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As a facility manager, I want the Idea Exchange Hub to integrate with our existing business tools so that I can easily share ideas and analysis across different platforms without losing context or data.
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Description
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The Integration with Existing Platforms requirement ensures that the Idea Exchange Hub seamlessly connects with other business tools and platforms already in use within the organization. This could include integration with project management software, communication tools, and existing analytics systems, allowing for streamlined workflows and user experience. By facilitating these connections, users can share ideas across platforms more efficiently and ensure that all pertinent information regarding sustainability initiatives is centralized and accessible, enhancing collaboration and productivity.
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Acceptance Criteria
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Integration of the Idea Exchange Hub with the existing project management software to allow users to submit ideas directly from their project task view.
Given that a user is logged into the project management software, when they click on the 'Submit Idea' button, then they should be redirected to the Idea Exchange Hub with a pre-filled form containing relevant project details.
Facilitating real-time notifications to users when their ideas receive votes or comments from peers across different platforms.
Given that a user has submitted an idea to the Idea Exchange Hub, when another user votes or comments on that idea, then the original submitter should receive a notification in their integrated communication tool within 5 minutes.
Ensuring that all ideas submitted in the Idea Exchange Hub can be exported to the existing analytics system for performance tracking and reporting.
Given that an admin user is in the Idea Exchange Hub, when they select multiple ideas and choose to export them, then the system should generate a report compatible with the existing analytics platform formats.
Allowing users to access the Idea Exchange Hub functionality from an existing company collaboration tool to streamline the workflow.
Given that a user is in the company collaboration tool, when they access the Idea Exchange Hub functionality through a designated menu, then the hub should load within 3 seconds without any errors or disruptions.
Integrating a feature that allows users to link their ideas to resources or documentation from existing systems directly.
Given that a user is creating a submission in the Idea Exchange Hub, when they add a link to a resource from an existing system, then that link should be functional and redirect correctly to the resource when accessed.
Creating a feedback mechanism for users to report issues or suggest improvements related to the integration of the Idea Exchange Hub.
Given that a user is navigating the Idea Exchange Hub, when they encounter an issue, then they should be able to submit feedback through a visible 'Report an Issue' button which should confirm submission of their feedback successfully.
Feedback and Recognition System
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User Story
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As a user, I want to receive recognition for my contributions in the Idea Exchange Hub so that I feel motivated to continue sharing my ideas and collaborating with my colleagues.
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Description
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The Feedback and Recognition System allows users to provide feedback on ideas submitted by their peers and recognize contributions that have led to tangible improvements in sustainability efforts. This feature promotes a culture of appreciation and motivates employees to actively participate in the platform. Awards or acknowledgments could be issued for top contributors or fruitful suggestions, enhancing user experience and encouraging further engagement across the platform. The system will also include functionality for displaying user achievements and contributions prominently.
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Acceptance Criteria
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Users provide feedback on sustainability ideas submitted in the Idea Exchange Hub.
Given a user is logged into the GreenPulse platform, when they navigate to an idea in the Idea Exchange Hub and click on 'Provide Feedback', then they are able to submit feedback in text format and see a confirmation message upon successful submission.
Users recognize contributions from their peers after implementing successful sustainability initiatives.
Given a user has implemented a sustainability initiative that received positive feedback, when they select the option to 'Recognize Contributor', then they can choose from a list of contributors and send a recognition message that gets displayed on their profiles.
Users view their recognition and achievements on their profiles within the GreenPulse platform.
Given a user has received recognition or awards for their sustainability contributions, when they view their profile, then they should see a section that lists all recognitions, including the names of contributions and achievement dates.
Users vote on submitted ideas to prioritize which initiatives to implement.
Given a user is viewing a list of initiatives in the Idea Exchange Hub, when they select an initiative and click the 'Vote' button, then their vote is counted, and the total vote count for that initiative is updated accordingly.
Users receive notifications for feedback and recognition activities related to their submitted ideas.
Given a user has submitted an idea in the Idea Exchange Hub, when another user provides feedback or recognizes their idea, then the original user receives a notification in their inbox within the GreenPulse platform.
Users can filter and search for recognized initiatives within the GreenPulse platform.
Given a user is on the recognition page, when they enter a search term or apply filters (e.g., date range, category), then the platform should display a list of recognized initiatives that match the search criteria.
Users are able to provide anonymous feedback on submitted ideas.
Given a user is providing feedback on an idea, when they select the option for anonymous feedback, then their identity is not associated with the feedback in any way, while still allowing the addition of comments.
Collaboration Projects
Collaboration Projects enables teams to initiate and track group sustainability projects within GreenCollaborate. This feature provides tools for project planning, task assignment, and progress tracking, ensuring that all team members remain aligned and engaged. By streamlining the collaboration process, it enhances accountability and encourages multi-departmental synergy, helping organizations achieve their sustainability goals more effectively.
Requirements
Project Initiation Toolkit
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User Story
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As a project manager, I want to have access to a standardized initiation toolkit for sustainability projects so that I can ensure all necessary steps are followed and that my team is aligned from the beginning.
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Description
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The Project Initiation Toolkit provides a comprehensive set of tools and templates that allow teams to efficiently initiate sustainability projects. This includes project proposals, objective setting frameworks, and compliance checklists that ensure each project aligns with the organization's sustainability targets. The toolkit's user-friendly interface allows team members to easily navigate through necessary documents, facilitating a smooth initiation process. By offering a structured approach to project setup, this feature enhances the likelihood of project success and fosters accountability from the very start, ultimately leading to effective collaboration and goal realization.
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Acceptance Criteria
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As a team member, I need to access the Project Initiation Toolkit during a project kickoff meeting to ensure all necessary documentation is ready for review and discussion.
Given that I am logged into the GreenPulse platform,When I navigate to the Project Initiation Toolkit,Then I should see the available tools, templates, and compliance checklists to assist in project setup.
As a project manager, I want to utilize the objective setting framework from the Project Initiation Toolkit to define the sustainability goals for the new project.
Given that I have accessed the objective setting framework,When I input the necessary project information and save,Then the objectives should be stored in the system for future reference and editable by other team members.
As a compliance officer, I need to ensure that the projects initiated using the toolkit adhere to organizational sustainability targets.
Given that a project proposal has been submitted using the toolkit,When I review the compliance checklist,Then I should see all relevant criteria met in accordance with the organization's sustainability targets.
As a team leader, I want to assign tasks to my team members using the Project Initiation Toolkit to ensure clear accountability from the start of the project.
Given that I am on the Project Initiation Toolkit page,When I assign tasks to various team members and save,Then those tasks should be visible to the assigned team members in their dashboard within GreenCollaborate.
As a user, I want to follow a structured procedure for initiating a sustainability project so that I can ensure nothing is overlooked during setup.
Given that I am using the Project Initiation Toolkit,When I complete all steps of the initiation process,Then I should receive a confirmation notification that the project is successfully initiated.
As a stakeholder, I need to view the progress of the project initiation phase to evaluate team engagement and adherence to timelines.
Given that a project has been initiated using the toolkit,When I access the project status dashboard,Then I should see the current status, responsibilities, and any pending actions required from team members.
As a member of the sustainability team, I want to utilize the toolkit to ensure the project aligns with operational efficiency goals of the organization.
Given that I have accessed the toolkit,When I select the relevant operational efficiency checklist,Then I should see specific criteria that align the project with our organizational goals.
Task Assignment and Management
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User Story
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As a team leader, I want to assign specific tasks to team members with clear deadlines so that everyone knows their responsibilities and we can work together effectively to achieve our sustainability goals.
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Description
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The Task Assignment and Management feature allows users to assign specific roles and responsibilities for each sustainability project within GreenCollaborate. This component enhances visibility of tasks, deadlines, and individual contributions, ensuring accountability. The task management interface supports categorization of tasks (urgent, high, medium), and offers notifications and reminders for upcoming deadlines. By providing this clarity and structure, teams can more effectively focus their efforts on what needs to be done, avoiding overlaps or gaps in responsibility, thereby improving project outcomes and enabling efficient collaboration among team members.
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Acceptance Criteria
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User assigns tasks to team members for a new sustainability project in GreenCollaborate.
Given a project is created, When a user assigns a task to a team member, Then the assigned team member receives a notification of the task assignment.
Team members view their assigned tasks and deadlines in the task management interface.
Given a user has assigned tasks, When the assigned team member logs into GreenCollaborate, Then they should see a list of their tasks along with corresponding deadlines and priority levels.
Users categorize tasks into urgency levels (urgent, high, medium) while creating a sustainability project.
Given a user is creating a task, When the user selects a priority level (urgent, high, medium), Then the task should display the selected priority when viewed in the task management interface.
Users receive reminders for upcoming task deadlines.
Given a task is created with a due date, When the due date is approaching (e.g., 2 days prior), Then the assigned team member should receive a reminder notification about the upcoming deadline.
Users reassign tasks within the project to different team members to improve accountability.
Given a task is assigned, When a user reassigns the task to another team member, Then the new assignee should receive a notification and the task should reflect the updated assignee in the task management interface.
Team members can mark tasks as complete once they are finished.
Given a task is in progress, When a team member marks the task as complete, Then the task should be updated as complete and no longer show in their active task list.
Users can view progress on assigned tasks in a dashboard.
Given tasks have deadlines and statuses, When a user accesses the dashboard, Then they should see visual indicators of progress for each member's assigned tasks in the project.
Progress Tracking Dashboard
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User Story
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As a sustainability officer, I want to visually track the progress of all projects in real-time so that I can identify challenges early and allocate resources effectively to meet our sustainability targets.
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Description
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The Progress Tracking Dashboard presents a visual representation of all ongoing sustainability projects within GreenCollaborate, offering real-time updates on milestones, deadlines, and overall progress. This dashboard aggregates data from different projects to highlight areas that need attention, ensuring that teams can quickly identify roadblocks and areas for improvement. By integrating this visual tool, stakeholders can make data-driven decisions and adjust strategies in real-time, maximizing project efficiency and ensuring that sustainability targets are met. This centralized view fosters collaboration through transparency and shared accountability among all team members.
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Acceptance Criteria
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User accesses the Progress Tracking Dashboard to review the status of ongoing sustainability projects during a weekly team meeting.
Given I am a registered user, when I access the Progress Tracking Dashboard, then I should see a summary of all ongoing projects with their current milestones and deadlines clearly displayed.
The project manager needs to identify projects that are falling behind schedule to address obstacles promptly.
Given the Progress Tracking Dashboard is displayed, when I filter for projects that are overdue, then I should see a list of those specific projects highlighted in red for immediate attention.
A team member wants to update their assigned project task to reflect completed actions, ensuring all members are aware of progress.
Given I have access to the assigned project on the Progress Tracking Dashboard, when I mark my task as complete, then the dashboard should update the progress percentage and visually reflect this change in real-time.
Stakeholders need to make informed decisions based on the most recent project data available on the dashboard.
Given I am viewing the Progress Tracking Dashboard, when I click on a specific project, then I should be able to see detailed reports of the project's progress, including any notes or attachments related to project planning and execution.
A facility manager is preparing for a presentation on the sustainability initiatives' impacts to upper management.
Given the Progress Tracking Dashboard, when I view the comprehensive report feature, then I should be able to export data visualizations and key metrics into a presentation-ready format.
A user wants to be notified of updates or changes related to the sustainability projects they are involved in.
Given I am subscribed to updates for specific projects, when changes occur in these projects, then I should receive email notifications summarizing the changes made and their impacts on the project timelines.
Inter-departmental Collaboration Tools
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User Story
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As a department head, I want to collaborate seamlessly with other departments through integrated communication tools so that we can share insights and align our efforts toward our sustainability projects more effectively.
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Description
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The Inter-departmental Collaboration Tools aim to enhance communication and cooperation across various departments engaged in sustainability projects. This includes shared discussion boards, real-time messaging capabilities, and document sharing features that ensure all stakeholders are on the same page. By breaking down silos within the organization, this feature encourages a culture of collaboration, driving innovative solutions to sustainability challenges. With these tools, all members can actively contribute, share insights, and stay updated on project developments, leading to a more unified and effective approach to achieving sustainability goals.
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Acceptance Criteria
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Use of the shared discussion board during a sustainability project meeting.
Given a team is formed for a sustainability project, when a team member posts a question in the discussion board, then all other team members should receive a notification and be able to respond within the same thread.
Real-time messaging between departments during a project phase.
Given two departments are collaborating on a sustainability project, when a message is sent between the departments, then it should be delivered instantly and maintain a log of the conversation history accessible to involved members.
Document sharing feature during project collaboration.
Given a document needs to be shared among project team members, when a user uploads a document to the platform, then all specified team members should have access to view and comment on the document in real time.
Real-time updates on project progress shared across departments.
Given a sustainability project is in progress, when a team member updates the project status, then an automatic notification should be sent to all stakeholders involved in the project with the updated status.
Cross-departmental task assignments and tracking.
Given an assigned task in a sustainability project, when a team member marks the task as complete, then the task status should be updated in the system, and notifications should be sent to all team members about the change.
Reporting and Analytics Integration
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User Story
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As an analyst, I want to generate customized reports on our sustainability projects so that I can provide stakeholders with clear insights and demonstrate the impact of our efforts over time.
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Description
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The Reporting and Analytics Integration feature allows for seamless generation of reports and analysis of sustainability project results. This integration provides stakeholders with insightful data on energy savings, project ROI, carbon reduction statistics, and other key performance indicators. Users can customize reports to focus on certain projects or time frames and can easily share findings with leadership and external partners. By enabling accurate measurement and reporting of sustainability efforts, this feature supports the organization's commitment to transparency and accountability, while also allowing for data-driven adjustments to strategies as necessary.
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Acceptance Criteria
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User generates a customized report on energy savings for the last quarter and shares it with their department head.
Given the user is logged into GreenPulse, When the user selects 'Generate Report', chooses 'Energy Savings', specifies 'Last Quarter', and clicks 'Share', Then the report should be generated successfully and shared with the specified department head via email.
A stakeholder reviews the carbon reduction statistics report for ongoing sustainability projects during a quarterly meeting.
Given the stakeholder is viewing the project dashboard, When they select 'Carbon Reduction Statistics' and choose the filter for 'Ongoing Projects', Then accurate carbon reduction data should be displayed for all relevant projects, validated against source data.
The user wants to analyze the project ROI of a completed sustainability initiative and tailor the report to specific metrics.
Given the user has accessed the reporting module, When the user selects the completed sustainability initiative and customizes the metrics to include 'Cost Savings' and 'Investment', Then the ROI report should reflect the selected metrics accurately and be downloadable in PDF format.
A team manager checks the progress tracking of multiple collaboration projects to provide updates to leadership.
Given the team manager is in the 'Collaboration Projects' dashboard, When they select the 'Progress Tracking' view for all ongoing projects, Then the manager should see a clear status indicator for each project, including completion percentages and next steps listed, ensuring up-to-date information.
The user needs to generate a comprehensive report summarizing all sustainability initiatives for an upcoming annual review.
Given the user navigates to the reporting section, When they select 'Annual Summary Report' and include metrics such as 'Energy Savings', 'Carbon Reduction', and 'Project Highlights', Then a detailed report should be generated, summarizing the past year's initiatives and their impact.
A new user accesses the reporting features for the first time to learn how to create and customize reports.
Given the new user is in the reporting section for the first time, When they click on the 'Help' feature, Then they should be presented with an onboarding guide or tutorial that explains how to create and customize reports step-by-step.
Sustainability Success Stories
This feature showcases successful sustainability initiatives and energy-saving stories shared by employees or departments. Users can submit their experiences, detailing strategies that led to significant results, serving as inspiration to others within the organization. Highlighting these success stories not only celebrates achievements but also cultivates a positive and motivating environment focused on continuous improvement and innovation in sustainability practices.
Requirements
User Submission Portal
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User Story
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As an employee, I want a simple and intuitive portal to share my sustainability success story so that other departments can learn from my experience and be inspired to implement similar initiatives.
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Description
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The User Submission Portal allows employees and departments to easily submit their sustainability success stories, detailing strategies and outcomes of their initiatives. This requirement includes a user-friendly interface for submission, the ability to upload relevant documentation or images, and categorization options to facilitate organized storytelling. The portal should integrate with the overall GreenPulse platform, ensuring that these stories can be shared widely across the organization and be visible to all users. It aims to collect valuable insights and showcase best practices, promoting awareness and participation in sustainability efforts across the company.
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Acceptance Criteria
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As an employee, I want to submit my sustainability success story through the User Submission Portal so that I can contribute to the organization's sustainability initiatives and inspire others.
Given I am logged into the GreenPulse platform, when I navigate to the User Submission Portal and fill out the submission form with my story, relevant documentation, and images, then I should receive a confirmation message indicating that my submission was successful and viewable by other users.
As a department manager, I want to categorize the sustainability success stories submitted by my team to ensure they are easily searchable and organized within the portal.
Given I access the User Submission Portal, when I categorize my team's submissions using the available categories, then those stories should be displayed under the correct categories when viewed by users browsing the portal.
As a user interested in learning about sustainability best practices, I want to see a list of all submitted success stories to gather insights and apply them within my own department.
Given I am on the User Submission Portal, when I select the option to view all submissions, then I should see a comprehensive list of all approved sustainability success stories, including titles, summaries, and submission dates.
As a sustainability officer, I want to review the submissions for compliance with organizational standards before they are published on the platform.
Given I am reviewing submissions in the User Submission Portal, when I assess a submission, I should have the options to approve or reject each story and provide feedback if rejected.
As an administrator, I want to ensure that uploads for sustainability stories adhere to size and format restrictions to maintain system performance and consistency.
Given I am testing the User Submission Portal, when a user attempts to upload a document or image that exceeds the defined limits, then they should receive an error message stating that the file is too large or in an unsupported format.
As an employee wanting to share my success story, I want the process of submission to be intuitive and straightforward without requiring excessive steps.
Given I am on the User Submission Portal, when I begin the submission process, then I should be able to complete my submission in no more than five straightforward steps, including filling out required fields and uploading documents.
Success Story Showcase
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User Story
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As a sustainability officer, I want to view and share success stories from my colleagues so that I can acknowledge their efforts and encourage others to contribute their own experiences.
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Description
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The Success Story Showcase is a dedicated section within the GreenPulse platform that displays submitted success stories in a visually appealing and engaging manner. This requirement focuses on the aesthetic design and user experience, ensuring that stories are easy to navigate, categorized by themes, and feature highlights such as key metrics and personal insights. The showcase should also allow for comments and feedback from peers, fostering a culture of recognition and continuous learning. This feature aims to create a motivational environment by publicly celebrating sustainability achievements within the organization.
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Acceptance Criteria
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User submits a success story through the GreenPulse platform.
Given the user is logged in, when they navigate to the Success Story submission page and fill out all required fields (title, description, metrics, personal insights), and click 'Submit', then the story is saved and appears in the Success Story Showcase.
User browses the Success Story Showcase to find relevant stories.
Given the user is on the Success Story Showcase page, when they filter stories by categories (e.g., Energy Savings, Innovative Practices) and sort by the most recent submissions, then the display updates to show only the relevant stories in the selected order.
User views a success story in detail.
Given the user has selected a success story from the showcase, when they click on the story, then they can see the full details, including the title, description, key metrics, personal insights, and any comments or feedback from peers.
User comments on a success story.
Given the user is viewing a success story, when they enter a comment in the provided input field and click 'Post', then their comment is displayed below the success story along with the timestamp.
Dashboard displays metrics around the success stories shared.
Given the admin access to the dashboard, when they navigate to the metrics section, then they can see aggregated data such as the total number of stories submitted, categories with the most submissions, and the average metrics reported across stories.
Users receive notifications about new success stories.
Given a new success story is submitted by another user, when the story is approved for public viewing, then all users who opted in for notifications receive an email alert about the new submission.
Users can highlight their favorite success stories.
Given the user is viewing the Success Story Showcase, when they click on a 'Favorite' button for a story, then that story is added to their personal list of favorites, accessible from their user profile.
Analytics and Impact Reporting
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User Story
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As a facility manager, I want to access reports that highlight the impact of our sustainability initiatives based on employee stories so that I can present this data to senior management and advocate for continued investment in these efforts.
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Description
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The Analytics and Impact Reporting requirement involves developing a reporting tool that analyzes the submitted success stories for qualitative and quantitative data. This functionality will extract key metrics from user submissions, such as energy savings and CO2 reductions, and visualize this data through dashboards. It should include trend analysis and the ability to generate reports for management review. This requirement adds value by quantitatively demonstrating the impact of sustainability initiatives, further motivating employees and guiding decision-making in sustainability strategy formulation.
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Acceptance Criteria
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User requires analytics on energy-saving initiatives for quarterly management review.
Given user has submitted a success story, when they access the Analytics and Impact Reporting tool, then they should see a dashboard displaying key metrics such as total energy saved and total CO2 reduced, updated in real-time.
Management wants to compare sustainability initiatives across departments within the organization.
Given multiple success stories submitted by different departments, when the management generates a comparative report, then the report should clearly display key performance indicators by department and highlight the top 3 initiatives based on energy savings.
A sustainability officer wants to visualize trends over time to determine the effectiveness of implemented strategies.
Given success stories submitted over a period of time, when the user selects a time frame on the dashboard, then the trends for energy savings and CO2 reduction should be graphically represented with clear labels for each data point.
The organization aims to recognize employees who contributed to successful sustainability initiatives.
Given a success story submission, when the user marks a story as exemplary, then it should automatically reflect in the recognition section of the dashboard, showcasing the contributor's name and their achievements prominently.
Users require insights into the broader impact of sustainability initiatives on corporate goals.
Given that success stories are submitted, when the user accesses the reporting tool, then the analytics should correlate the energy savings and CO2 reductions with the organization's overall sustainability targets, demonstrating contributions towards those goals.
A facility manager wishes to track the effectiveness of specific initiatives over time.
Given a success story includes a start date and projected savings, when the manager reviews the analytics tool, then they should be able to view and compare projected savings with actual outcomes over the defined period.
Peer Recognition and Voting System
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User Story
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As an employee, I want to be able to vote on success stories shared by my peers so that I can support and recognize their efforts toward sustainability.
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Description
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This requirement introduces a Peer Recognition and Voting System that allows users to vote for their favorite success stories, creating a sense of community involvement. Users can upvote stories they find especially inspirational or innovative, and the most voted stories can be featured prominently on the platform. This feature enhances engagement among users and reinforces positive behavior through recognition, driving participation in sustainability initiatives and fostering a culture of appreciation within the organization.
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Acceptance Criteria
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Users can access the Peer Recognition and Voting System from the Sustainability Success Stories section of the GreenPulse platform.
Given a user is logged into the GreenPulse platform, when they navigate to the Sustainability Success Stories section, then they should see an option to access the Peer Recognition and Voting System.
Users can submit their success stories through the Peer Recognition and Voting System interface.
Given a user is in the Peer Recognition and Voting System, when they enter their success story and submit it, then their story should be successfully added to the database and appear in the list of stories.
Users can view a list of submitted success stories in the Peer Recognition and Voting System.
Given there are multiple success stories submitted, when a user accesses the Peer Recognition and Voting System, then they should see a list of all submitted success stories with options to upvote each story.
Users can upvote success stories that they find inspirational or innovative using the Peer Recognition and Voting System.
Given a user is viewing a success story, when they click the upvote button, then the upvote count should increase by one for that story and the user should receive feedback confirming their vote was counted.
The most voted success stories are displayed prominently on the platform for increased visibility.
Given the Peer Recognition and Voting System has been in use for some time, then the system should automatically feature the top three success stories with the highest number of upvotes on the main page of the Sustainability Success Stories section.
Users receive notifications when their success stories receive votes or comments.
Given a user has submitted a success story, when someone upvotes or comments on their story, then the user should receive a notification about the vote or comment in their notifications section.
Users can filter success stories based on categories of sustainability initiatives.
Given there are various categories of sustainability initiatives, when a user accesses the filtering options in the Peer Recognition and Voting System, then they should be able to filter success stories by selected categories and see the corresponding results.
Notification and Engagement Alerts
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User Story
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As a user, I want to receive notifications about new success stories and interactions with my submissions so that I stay engaged and motivated to contribute to sustainability efforts.
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Description
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The Notification and Engagement Alerts functionality enables automated notifications to users when new success stories are submitted or when someone votes on their story. This feature is critical for keeping users informed and engaged with the submission process, encouraging them to participate actively. Alerts should be customizable based on user preferences, ensuring the right balance between engagement and information overload. Ultimately, this requirement supports sustained interest in sustainability initiatives through timely updates and recognition.
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Acceptance Criteria
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User receives a notification when a new sustainability success story is submitted by a colleague.
Given a user has opted in for notifications, when a new success story is submitted, then the user should receive an email notification within 5 minutes.
User receives a notification when someone votes on their submitted sustainability story.
Given a user has a story submitted, when another user votes on their story, then the original user should receive a push notification within 5 minutes of the vote.
Users can customize the type of alerts they wish to receive regarding sustainability success stories.
Given a user accesses their notification preferences, when they select which types of alerts they want to receive, then their preferences should be saved and reflected in future notifications within one session.
Users receive a digest of recent success stories at the end of each week.
Given a user has opted for weekly updates, when the week ends, then they should receive a summary email containing all new success stories submitted during that week.
Users can opt-out of notifications without losing their preferences for engagement.
Given a user disables notifications, when they later re-enable notifications, then they should retain their previous alert preferences without needing to redo their selections.
Notifications do not overwhelm users with excessive alerts.
Given a user has set their notification preferences, when multiple events occur, then the system should limit notifications to no more than three alerts per hour.
Users receive recognition for participation in the sustainability success stories feature.
Given a user has submitted a success story, when their story receives a certain threshold of votes, then they should receive an acknowledgment email celebrating their contribution within 24 hours.
Best Practices Library
The Best Practices Library is a curated repository of expert tips, case studies, and resources related to energy management and sustainability. Users can contribute and access materials that highlight proven strategies for reducing energy consumption and promoting sustainable practices. This feature ensures that employees have easy access to knowledge that can inform their actions and decisions, thereby driving efficiency and innovation throughout the organization.
Requirements
Content Contribution Portal
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User Story
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As a facility manager, I want to easily share my successful energy-saving strategies with others in my organization so that we can learn from each other's experiences and improve our energy management practices.
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Description
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The Content Contribution Portal allows users to submit their own case studies, tips, and resources related to energy management and sustainability. This requirement enables a seamless submission process, and includes fields for title, description, type of resource, and upload functionality for supporting documents. Users guiding others through successfully implemented strategies will enhance knowledge sharing within the organization. By providing an avenue for contributions, this portal enriches the Best Practices Library with diverse perspectives and approaches, driving engagement and collaboration among users.
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Acceptance Criteria
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User submits a case study through the Content Contribution Portal.
Given the user is on the Content Contribution Portal, when they fill in all required fields (title, description, type of resource) and upload supporting documents, then the system should accept the submission and display a confirmation message.
User tries to submit a case study without a title.
Given the user is on the Content Contribution Portal, when they attempt to submit a case study without entering a title, then the system should display an error message indicating that the title field is required.
User uploads documents that exceed the size limit.
Given the user is on the Content Contribution Portal, when they upload a document that exceeds the maximum file size limit, then the system should reject the upload and display an error message describing the size limit.
User views their previously submitted contributions.
Given the user has submitted contributions in the Content Contribution Portal, when they navigate to their profile section, then they should see a list of all their submitted contributions with the title and submission date.
User accesses the Best Practices Library after contributions are made.
Given the user is on the Best Practices Library page, when they refresh the page after a new contribution has been submitted, then the new contribution should appear in the library without any delay.
User submits a resource without a description.
Given the user is on the Content Contribution Portal, when they try to submit a resource without providing a description, then the system should prompt them with a message that the description field is mandatory.
User receives feedback on their submitted resource.
Given the user has submitted a resource through the Content Contribution Portal, when the admin reviews and leaves feedback, then the user should receive a notification email summarizing the feedback provided.
Advanced Search and Filter Functionality
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User Story
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As a sustainability officer, I want to efficiently search and filter the Best Practices Library resources so that I can quickly find applicable case studies that align with our current sustainability initiatives.
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Description
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The Advanced Search and Filter Functionality enhances the Best Practices Library by allowing users to quickly find relevant resources based on specific criteria such as keywords, resource type, and success metrics. Integrating this capability will significantly improve user experience, enabling users to access tailored information efficiently. The requirement also includes sorting options to prioritize resources by date or popularity, ensuring that the most impactful materials are easily discoverable. This targeted access to relevant information will empower users to make informed decisions around energy management.
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Acceptance Criteria
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User searches for energy management strategies based on specific keywords in the Best Practices Library.
Given a user is on the Best Practices Library page, when they enter a keyword related to energy management in the search bar and press 'Search', then the system displays a list of relevant resources that match the keyword.
User filters resources by resource type such as case studies, tips, or research papers.
Given a user is viewing the Best Practices Library, when they select a specific resource type from the filter options and apply the filter, then the system only displays resources that match the selected resource type.
User sorts the displayed resources by date to find the most recent materials.
Given a user has applied filters in the Best Practices Library, when they select the 'Sort by Date' option, then the system presents the resources in chronological order from most recent to oldest.
User accesses success metrics tied to specific resources in the library.
Given a user is viewing the resource list in the Best Practices Library, when they hover over a resource, then a tooltip appears displaying the success metrics associated with that resource.
User saves a specific search filter for future use in the Best Practices Library.
Given a user has applied a search query with filters in the Best Practices Library, when they click the 'Save Filter' button and give it a name, then the system should provide a confirmation message and save the filter for future access.
User shares a resource link from the library with a colleague.
Given a user views a resource in the Best Practices Library, when they click on the 'Share' option and enter the colleague's email address, then the selected resource link should be sent to the specified email address.
User evaluates the relevance of resources based on community feedback.
Given a user is viewing the resources in the Best Practices Library, when they sort by popularity, then the system prioritizes resources based on user ratings and feedback, displaying the highest-rated resources first.
User Rating and Feedback Mechanism
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User Story
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As a user of the Best Practices Library, I want to rate the resources I access and leave feedback so that I can help improve the quality of information shared with my colleagues.
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Description
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The User Rating and Feedback Mechanism encourages engagement with the Best Practices Library by allowing users to rate resources and leave comments. This feature will help users identify the most valuable contributions based on community feedback. It promotes interaction among users and can highlight successful strategies that may require further elaboration. Incorporating this mechanism will ensure that the library remains dynamic and reflective of its users’ preferences, ultimately fostering a collaborative environment aimed at enhancing energy management practices.
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Acceptance Criteria
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User rates a resource from the Best Practices Library after reviewing it for the first time.
Given a user is logged into the GreenPulse platform, when they navigate to the Best Practices Library and select a resource, then they can rate the resource on a scale of 1 to 5 stars and submit their rating successfully.
User leaves feedback on a resource in the Best Practices Library.
Given a user has rated a resource, when they provide written feedback in the comments section and submit it, then the feedback is stored and displayed underneath the resource for other users to see.
Users view the most highly rated resources in the Best Practices Library.
Given multiple resources in the Best Practices Library, when a user selects to sort the resources by rating, then the system displays the resources in descending order based on their star ratings.
User attempts to rate a resource without being logged in.
Given a user is not logged into the GreenPulse platform, when they try to rate a resource in the Best Practices Library, then they receive a prompt to log in before they can submit a rating.
User checks the updates and changes in ratings on resources in the Best Practices Library.
Given a user has contributed feedback to a resource, when they return to the resource after a period, then they can see the updated average rating and any new comments added by other users since their last visit.
Admin reviews and manages user ratings and feedback in the Best Practices Library.
Given an admin user is logged in, when they access the management section of the Best Practices Library, then they can view all user ratings and feedback, as well as delete inappropriate comments if necessary.
Resource Categorization and Tagging System
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User Story
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As an employee seeking guidance on energy audits, I want to navigate the Best Practices Library easily so that I can find specific information related to my needs without extensive searching.
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Description
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The Resource Categorization and Tagging System organizes the contents of the Best Practices Library into relevant categories and tags, making it easier for users to locate specific types of information. This requirement involves the establishment of categories based on themes such as 'Energy Audits', 'Technology Solutions', or 'Behavioral Changes'. Tags will allow for additional cross-referencing of materials, thereby enhancing discoverability. The effective organization ensures that users can efficiently navigate the library to find exactly what they need to optimize their energy management efforts.
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Acceptance Criteria
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User searches for energy audit resources in the Best Practices Library.
Given the user is on the Best Practices Library, when they enter 'Energy Audits' in the search bar, then the system should present resources categorized under 'Energy Audits' with relevant tags.
User tags a new resource with multiple categories in the Best Practices Library.
Given the user is adding a new resource and selects multiple categories, when they save the resource, then it should be saved with all selected categories and tags visible.
User browses the categories in the Best Practices Library to find information on technological solutions.
Given the user accesses the categories page, when they select 'Technology Solutions', then they should see a list of all resources categorized under that theme with detailed descriptions.
User accesses the Best Practices Library from a mobile device.
Given the user is using a mobile device, when they navigate to the Best Practices Library, then the interface should be optimized for mobile with responsive design and easy navigation.
User retrieves resources using a filter by date in the Best Practices Library.
Given the user is on the Best Practices Library page, when they apply a date filter, then only resources published within that date range should be displayed.
User submits feedback on a resource in the Best Practices Library.
Given the user is viewing a resource, when they submit feedback, then a confirmation message should appear, and the feedback should be recorded in the system.
Comprehensive Reporting Tools
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User Story
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As a sustainability officer, I want to generate reports on the Best Practices Library's usage and contributions so that I can evaluate the effectiveness of shared resources in our energy management strategy.
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Description
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The Comprehensive Reporting Tools will provide users with the capability to generate reports based on their selected resources and user interactions with the Best Practices Library. This requirement includes pre-built templates for commonly needed reports, customizable options for users to tailor their reports, and export functionalities in various formats (PDF, Excel, etc.). By empowering users with sophisticated reporting capabilities, the tool enhances the usability of the library, ensures tracking of contributions and interactions, and provides actionable insights into energy management measures undertaken by the organization.
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Acceptance Criteria
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User generates a sustainability report using pre-built templates from the Comprehensive Reporting Tools.
Given that the user selects a pre-built report template, when they fill in the required fields and clicks 'Generate Report', then a report is successfully created and displayed for review.
User customizes a report by selecting specific metrics related to energy usage and contributions from the Best Practices Library.
Given that the user has selected multiple metrics, when they click on the 'Customize Report' option, then the system should allow them to modify selected metrics and save their custom report settings for future use.
User exports a generated report in PDF format for sharing within the organization.
Given that a report has been generated and is displayed, when the user selects 'Export' and chooses PDF format, then the system successfully downloads the report as a PDF file without any data loss.
A user accesses the reporting tools and reviews previous reports for insights on energy management.
Given that the user has logged in to the Best Practices Library, when they navigate to the 'Previous Reports' section, then they should be able to view a list of previously generated reports with access to download or share them.
Multiple users collaborate to generate a comprehensive report showcasing their collective contributions to energy savings.
Given that multiple users contribute to energy savings metrics, when they collaboratively access the reporting tools and generate a report, then the report should reflect all users' combined contributions accurately and be shareable with stakeholders.
A facility manager reviews and prints a quarterly report tracking energy consumption across multiple departments.
Given that the facility manager requests a quarterly report, when they select the appropriate time frame and departments, then the generated report should accurately reflect energy consumption data for the specified quarter and departments.
User receives an error message when trying to generate a report without any selected criteria.
Given that the user has not selected any criteria for their report, when they click on the 'Generate Report' button, then an error message should be displayed informing them that selection is required to proceed.
Peer Recognition System
The Peer Recognition System enables users to acknowledge and commend colleagues for their contributions to sustainability goals. Users can send virtual badges or messages of appreciation, fostering a sense of community and encouraging friendly competition among team members. This feature enhances employee motivation and engagement, as recognition can lead to increased participation in sustainability initiatives across the organization.
Requirements
Badge Creation Tool
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User Story
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As a system administrator, I want to create customizable badges so that I can recognize and reward users for their sustainability efforts in a visually appealing way.
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Description
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The Badge Creation Tool enables administrators to design and create customizable virtual badges that can be awarded to users for their contributions towards sustainability goals. This feature should include templates and graphic design options, allowing for branding consistency and personalization. It enhances engagement by providing visual recognition that users can showcase, thereby amplifying the impact of the Peer Recognition System.
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Acceptance Criteria
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Badge Creation for Employee Recognition
Given an administrator accesses the Badge Creation Tool, when they select a badge template and customize it with graphical elements and text, then the badge should be saved successfully and visible in the badge list for future awards.
Customization Options for Badges
Given an administrator is on the Badge Creation Tool page, when they choose to customize a badge, then they should have at least three design options (color, shape, size) and the ability to upload custom images or logos.
Previewing Badges Before Saving
Given an administrator has completed the customization of a badge, when they click on the preview button, then the system should display a full-screen preview of the badge showing all customizations accurately before final saving.
Successfully Awarding Badges to Users
Given an administrator has created a badge, when they navigate to the user recognition section and select a user to award the badge, then the awarded badge should appear in the user's profile under their achievements within five minutes.
Badge Design Consistency with Branding
Given an administrator uses the Badge Creation Tool to design a badge, when they apply the required company branding guidelines, then the badge should incorporate the specified colors, logos, and fonts as per the branding document.
Deletion of Badges Without Errors
Given an administrator is viewing the list of created badges, when they select a badge to delete, then the badge should be removed from the list without impacting other existing badges or features of the system.
Accessible Help Documentation for Badge Creation
Given an administrator is using the Badge Creation Tool, when they click on the help icon, then they should see a comprehensive guide available in both text and video format explaining how to create, customize, and award badges.
Recognition Dashboard
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User Story
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As a user, I want to view my recognition dashboard so that I can track my contributions and see how my efforts are acknowledged by my colleagues.
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Description
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The Recognition Dashboard serves as a visualization platform where users can view their achievements, badges earned, and peer recognition messages. This feature fosters transparency and motivation as users can track their contributions over time. The dashboard should integrate with user profiles and present data analytics on overall recognition trends within the organization, promoting a culture of recognition and engagement.
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Acceptance Criteria
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Viewing Achievements and Badges in the Recognition Dashboard
Given that a user is logged into GreenPulse, when they navigate to the Recognition Dashboard, then they should be able to see a visual display of all the badges they have earned along with a summary of their achievements over time.
Integration of User Profiles with Recognition Dashboard
Given that a user has an established profile in the GreenPulse platform, when they access the Recognition Dashboard, then their individual recognition statistics and badges should be accurately displayed and updated in real-time based on their contributions.
Viewing Peer Recognition Messages
Given that a user is on the Recognition Dashboard, when they select the option to view peer recognition messages, then they should be presented with a list of received messages along with relevant timestamps and sender information.
Tracking Overall Recognition Trends
Given that multiple users interact with the Peer Recognition System, when an administrator accesses the Recognition Dashboard, then they should be able to see analytics that reflect overall trends of recognition within the organization, including metrics on badges awarded and messages sent.
Customization of Recognition Dashboard Layout
Given that a user is on the Recognition Dashboard, when they choose to customize their dashboard layout, then they should have the options to rearrange sections, hide elements, and save their preferences for future visits.
Mobile Accessibility of Recognition Dashboard
Given that a user is accessing the GreenPulse platform from a mobile device, when they navigate to the Recognition Dashboard, then the layout should be responsive, ensuring all key features are accessible and properly displayed on the smaller screen.
Notification for New Peer Recognition
Given that a user is logged into GreenPulse, when they receive a new peer recognition message, then they should receive a real-time notification on the dashboard indicating the new recognition along with an option to view it immediately.
Peer Messaging System
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User Story
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As an employee, I want to send messages of appreciation to my colleagues when I recognize their efforts, so that I can foster a positive and collaborative work environment.
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Description
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The Peer Messaging System allows users to send personalized messages of appreciation alongside the virtual badges. This feature should support text messages, gifs, and emojis to create a fun and engaging experience. It enhances the recognition process by facilitating direct communication among peers, strengthening relationships and team cohesion within sustainability initiatives.
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Acceptance Criteria
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User sends a personalized message of appreciation with a virtual badge to a colleague after a successful team project related to sustainability.
Given the user is logged into the Peer Recognition System, when they select a colleague and send a personalized message alongside a virtual badge, then the recipient should receive a notification with the message and badge within 2 minutes.
A user wants to use gifs and emojis in their message of appreciation to enhance engagement.
Given the user is composing a message, when they select a gif or emoji from the built-in library, then the chosen gif or emoji should be visible in the message before sending and should display correctly in the recipient's notification.
The system records all sent messages of appreciation for auditing and feedback purposes.
Given a user has sent a message with a virtual badge, when an administrator reviews the system logs, then the message content, recipient, and timestamp should be correctly recorded and retrievable in the admin dashboard.
Multiple users engage in sending messages to different colleagues during a sustainability campaign.
Given the Peer Messaging System is active, when ten different users send a total of twenty messages in one hour, then the system should maintain performance without latency and properly deliver each message to the intended recipients.
A user attempts to send a message to a colleague who is currently offline.
Given the user selects an offline colleague to send a message, when they hit send, then the system should queue the message and send a notification once the colleague comes online, ensuring the message is delivered without loss.
The user wants to view their sent messages to track past recognitions.
Given the user navigates to their sent messages section, when they select this option, then they should see a chronological list of all messages sent with corresponding badges and timestamps.
The user receives a message of appreciation with a virtual badge that includes an emoji.
Given the recipient checks their notifications, when they open a received appreciation message, then the message should display the correct text, badge, and any emojis or gifs included, reflecting the sender's original intent.
Leaderboard Feature
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User Story
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As a user, I want to see how I rank on the leaderboard so that I can be motivated to contribute more towards our sustainability goals.
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Description
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The Leaderboard Feature ranks users based on the number of recognized contributions and sustainability initiatives they have participated in. This gamification element encourages friendly competition among employees, motivating them to engage more actively in sustainability goals. The leaderboard should be customizable based on different parameters such as time frames and initiatives.
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Acceptance Criteria
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User views the leaderboard to check their ranking among peers and identifies top contributors to sustainability initiatives.
Given the leaderboard page is loaded, when a user views the leaderboard, then the user should see their ranking clearly displayed along with the rankings of the top five recognized contributors to sustainability initiatives.
User customizes the leaderboard to view contributions from the last month only.
Given the user selects a time filter for 'Last Month', when the leaderboard is refreshed, then it should display the rankings based solely on recognized contributions within that specified time frame.
User receives a notification when they have been recognized by a peer that updates their leaderboard ranking.
Given a user has been recognized by a peer, when the recognition event occurs, then the user should receive a notification and their leaderboard ranking should update to reflect the new recognition.
An administrator adjusts the parameters for the leaderboard to prioritize specific sustainability initiatives.
Given the admin selects parameter settings, when the leaderboard is updated, then it should correctly reflect rankings based on the newly prioritized initiatives specified by the admin.
A user accesses the leaderboard from a mobile device and encounters a responsive design.
Given the user accesses the leaderboard on a mobile device, when the leaderboard is displayed, then it should be fully responsive and all elements should be user-friendly and accessible on the mobile screen.
User shares their leaderboard position on social media as a means of engaging other employees.
Given the user is viewing their leaderboard position, when they click on the 'Share' button, then the system should prompt for social media selection and successfully post the user’s ranking with appropriate hashtags and links.
Integration with Existing Systems
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User Story
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As an IT manager, I want the Peer Recognition System to integrate with our existing systems so that we can streamline user data management and improve user experience.
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Description
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This requirement ensures seamless integration of the Peer Recognition System with existing employee management and communication platforms used by the organization. The aim is to pull user data, recognition history, and performance metrics to create a holistic view of employee contributions without duplicating efforts. This integration enhances usability and encourages adoption of the feature.
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Acceptance Criteria
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Integration with existing employee management platforms
Given the organization has a compatible employee management platform, When the Peer Recognition System is integrated, Then user data, recognition history, and performance metrics are accurately pulled without errors.
Seamless data synchronization
Given the integration has been initiated, When data is synchronized between the Peer Recognition System and existing systems, Then there should be no data duplication and all user records should reflect real-time updates.
User access to recognition features
Given a user logs into the integrated employee management platform, When they access the Peer Recognition System, Then they must see their recognition history and be able to send badges or messages without additional login requirements.
Compatibility with multiple communication platforms
Given the organization uses various communication tools, When the Peer Recognition System is integrated, Then it should support sending recognition notifications through all specified platforms (e.g., email, chat applications).
User onboarding process
Given a new user is added to the employee management system, When they first log into the Peer Recognition System, Then they should receive a welcome message and a brief tutorial on how to use the recognition features.
Performance metrics reporting
Given the integration with existing systems is complete, When performance data is generated by the Peer Recognition System, Then the reporting should include insights related to user engagement and recognition trends over time.
Feedback and Polling Module
The Feedback and Polling Module allows users to create quick polls and surveys to gauge opinions on sustainability initiatives or gather ideas for improvement. This interactive feature promotes active participation and ensures inclusivity in decision-making processes. By collecting feedback directly from employees, organizations can refine their sustainability programs and ensure that they align with the interests and values of their workforce.
Requirements
Poll Creation Tool
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User Story
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As a sustainability officer, I want to create customized polls so that I can gather employee feedback on our sustainability programs and make data-informed decisions for improvements.
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Description
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The Poll Creation Tool enables users to design and deploy surveys and polls with ease. This feature includes a user-friendly interface for crafting questions, customizing response options, and selecting the target audience. It allows for various question types such as multiple-choice, rating scales, and open-ended questions. The ability to preview polls before deployment ensures that users can assess the layout and flow, leading to high participation rates. This tool is crucial for gathering valuable insights into employee opinions on sustainability initiatives, thus enhancing engagement and fostering a culture of inclusivity within the organization.
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Acceptance Criteria
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User creates a new poll to gather employee opinions on a recent sustainability initiative.
Given the user has logged into the GreenPulse platform, when they navigate to the Feedback and Polling Module and select 'Create Poll,' then they should be able to enter poll questions, customize response options, and choose the target audience before publishing the poll.
User previews a poll before it goes live to ensure the questions are clear and the layout is user-friendly.
Given the user has completed creating a poll, when they select the 'Preview' option, then they should see a fully rendered view of the poll, including all questions and response options, resembling the final user experience.
User deploys a poll and receives confirmation that it has been successfully launched to the selected audience.
Given the user has finalized their poll and selected the audience, when they click 'Deploy,' then they should see a confirmation message stating 'Poll successfully launched' along with a summary of the audience selected.
User accesses the Poll Creation Tool for adding different types of questions to a poll.
Given the user is on the poll creation screen, when they add a question, then they should have options to select different question types including multiple-choice, rating scales, and open-ended questions.
User collects feedback from the deployed poll and reviews response statistics.
Given the poll has been deployed and responses have been collected, when the user accesses the poll results, then they should see a summary of responses, including total responses, percentages for multiple-choice options, and text analysis for open-ended responses.
User modifies an existing poll to add new questions or adjust response options after initial creation.
Given the user has an existing poll that has not yet been deployed, when they select 'Edit Poll,' then they should be able to add new questions or change response options without losing previous data.
User ensures that all poll interactions are accessible and user-friendly for all employees, including those with disabilities.
Given that accessibility is a priority, when the user reviews the poll design, then the interface should comply with WCAG 2.1 Level AA guidelines, ensuring all text is readable, navigation is clear, and interactive elements are accessible via keyboard.
Real-time Feedback Collection
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User Story
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As an event coordinator, I want to collect real-time feedback during our sustainability meetings so that I can adjust our discussions and engage participants effectively.
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Description
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The Real-time Feedback Collection feature allows users to gather immediate responses from participants during meetings or events. This functionality includes live polls, word clouds, and instant Q&A, enabling dynamic interaction and engagement with audiences. By facilitating immediate feedback, organizations can understand employee sentiments and adjust their sustainability initiatives in real-time. This proactive approach not only enhances participation but also bridges the gap between management and staff, forging a more collaborative work environment.
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Acceptance Criteria
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Real-time feedback collection during a company-wide sustainability initiative meeting where multiple departments are represented and participating in discussions.
Given that a meeting is in progress and participants are connected to the GreenPulse platform, when a live poll is initiated, then at least 75% of attendees should be able to submit their responses within 2 minutes.
Utilizing the real-time feedback collection feature during a town hall event where employees can ask questions anonymously and receive immediate responses.
Given that the Q&A feature is enabled at the town hall event, when employees submit questions, then at least 90% of questions should receive answers during the event, maximizing engagement.
Conducting a real-time word cloud session after presenting sustainability initiatives to gauge employee sentiment and gather suggestions.
Given that the word cloud feature is activated after the presentation, when employees submit their thoughts, then the word cloud should visibly update in real time with responses appearing within 5 seconds of submission.
Implementing a feedback session during a workshop on sustainability practices to evaluate participant understanding and sentiments.
Given that the feedback session is initiated at the end of the workshop, when participants provide their input through polls, then a minimum of 85% of participants should complete the feedback within 3 minutes.
Hosting a monthly sustainability review meeting with the goal of collecting ongoing feedback on initiatives from various departments.
Given that the feedback collection tool is active during the meeting, when departments are asked for input, then at least 80% of departments should provide feedback through the tool before the meeting concludes.
Using the feedback module to assess employee satisfaction with new sustainability policies implemented in the workplace.
Given that a feedback survey is distributed to all employees, when employees respond, then at least 300 responses should be collected within 24 hours to ensure adequate representation.
Feedback Analytics Dashboard
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User Story
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As a facility manager, I want to access an analytics dashboard to visualize feedback data so that I can identify trends and make informed adjustments to our sustainability programs.
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Description
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The Feedback Analytics Dashboard provides a comprehensive view of collected feedback within an intuitive interface. This feature transforms raw data from polls and surveys into insightful visualizations, such as charts and graphs, allowing users to interpret trends and sentiments easily. The ability to filter feedback by demographics, engagement level, or time frame empowers organizations to tailor sustainability strategies to meet their workforce's needs. This capability is essential for continuous improvement, as it informs decision-makers about the effectiveness of initiatives and areas requiring attention.
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Acceptance Criteria
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User accesses the Feedback Analytics Dashboard to view the results of a recent sustainability poll conducted across the organization.
Given the poll results have been collected, when the user navigates to the Feedback Analytics Dashboard, then they should see visual representations (charts/graphs) of the feedback data.
An administrator filters feedback data by demographics (age, department) to analyze different perspectives on sustainability initiatives.
Given the collection of feedback data includes demographic information, when the administrator applies demographic filters, then the dashboard should update to display insights specific to the selected demographics.
A manager analyzes the trends in feedback over the past quarter to inform strategy for upcoming sustainability initiatives.
Given feedback has been gathered over the past quarter, when the manager selects the date range filter on the dashboard, then they should see line graphs indicating feedback trends over that selected time frame.
A user wants to evaluate the effectiveness of a recently implemented green initiative based on employee feedback.
Given feedback collected pertains to a specific initiative, when the user accesses the initiative's section on the dashboard, then they should view a summary score and qualitative feedback related to that initiative.
The dashboard user needs to share a summary of feedback insights with stakeholders during a presentation.
Given the user is viewing feedback insights, when they select the export option, then they should be able to download a report in a PDF format containing the visualizations and key findings.
A facility manager examines the severity of feedback received to address critical issues impacting sustainability efforts.
Given the dashboard includes sentiment analysis of feedback, when the facility manager accesses the sentiment view, then they should be able to identify and prioritize issues flagged as negative or urgent.
A user wants to see how engagement levels vary by department in relation to sustainability initiatives.
Given feedback data is segmented by engagement levels, when the user applies the engagement filter, then the dashboard should show corresponding feedback metrics and visualizations for each department.
Custom Question Templates
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User Story
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As a human resources manager, I want to use custom question templates so that I can quickly create surveys without having to redefine common questions and maintain consistency.
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Description
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The Custom Question Templates feature allows users to create a library of pre-defined questions and formats for future polls and surveys. This capability ensures consistency in the types of feedback gathered while saving time during the poll creation process. Users can categorize templates based on different themes, such as event feedback, program assessment, and employee satisfaction. By standardizing questions, organizations ensure they gather relevant data over time, aiding in comprehensive assessments of their sustainability efforts.
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Acceptance Criteria
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As a facility manager, I want to use the Custom Question Templates feature to create a consistent set of survey questions for evaluating employee satisfaction with sustainability initiatives during an annual review process.
Given that I am logged into GreenPulse, When I navigate to the Custom Question Templates section, Then I can view, edit, and save my pre-defined questions without any error.
As a sustainability officer, I need to categorize our library of question templates so that I can easily find and select them for upcoming polls regarding program assessments.
Given that there are existing question templates in the library, When I categorize them by themes like event feedback, Then I should be able to filter and display templates by these categories efficiently.
As an employee, I want to submit feedback using a survey created from the Custom Question Templates to ensure my opinions are recorded accurately and help improve sustainability programs.
Given that a poll using Custom Question Templates is active, When I fill out the survey and submit it, Then I should receive a confirmation message that my feedback has been successfully recorded.
As a team leader, I would like to ensure that Custom Question Templates meet our organization's standards for privacy and compliance before use in surveys.
Given that the organization has specific guidelines for survey questions, When I review the pre-defined templates, Then all templates should adhere to the required compliance standards, including privacy considerations.
As a user, I want to be able to clone an existing question template to create a new one with minor modifications so that I can maintain consistency while adapting to different contexts.
Given an existing Custom Question Template, When I select the clone option, Then a new editable version of that template should be generated without affecting the original template.
As a product manager, I need to analyze the usage statistics of various question templates to determine which ones are most effective in gathering relevant feedback from employees.
Given that the feedback and polling system tracks template usage, When I access the analytics dashboard, Then I should be able to see detailed statistics on the performance of each question template, including response rates and engagement metrics.
Anonymity Options in Surveys
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User Story
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As an employee, I want the option to provide anonymous feedback in surveys so that I can express my honest opinions about the company's sustainability efforts without fear of judgment.
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Description
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The Anonymity Options in Surveys feature empowers users to conduct anonymous polling, ensuring that participants feel safe and confident to share their honest opinions without fear of repercussions. This function allows administrators to enable or disable anonymity for each survey, fostering an environment of trust and openness. By increasing the likelihood of participants providing candid feedback, organizations can capture more genuine insights, which are essential for accurately assessing employee sentiments regarding sustainability initiatives.
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Acceptance Criteria
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As a facility manager, I want to enable anonymity for a survey regarding employee suggestions on sustainability initiatives so that employees can provide honest feedback without the fear of being identified.
Given the survey creation interface, when the facility manager selects the option to enable anonymity, then participants of the survey will not be required to provide identifying information, ensuring their responses remain confidential.
As a sustainability officer, I want to disable anonymity for a specific survey to understand employee sentiment on a new policy so that I can identify trends and follow up with specific departments as needed.
Given the survey creation tool, when the sustainability officer chooses to disable anonymity, then the survey prompts participants to provide their names or identifiers, allowing results to be linked back to specific individuals for further analysis.
As a participant in a survey, I want to be assured that my responses are anonymous so that I feel comfortable providing honest feedback on sustainability measures implemented at work.
Given that participation in the survey is anonymous, when the participant submits their responses, then they must receive confirmation indicating that their answers will remain confidential and not associated with their identity.
As an administrator, I want to review the settings of each survey to ensure anonymity is correctly applied before distribution, so that participants' trust is maintained in the survey process.
Given the admin dashboard for managing surveys, when reviewing a survey, then the anonymity settings must be clearly displayed, showing whether anonymity is enabled or disabled for that specific survey.
As a facility manager, I want to receive feedback reports from surveys with anonymity enabled to analyze general employee sentiments without compromising individual identities.
Given that the survey has been completed, when the facility manager compiles the feedback reports, then the report must aggregate responses without revealing any individual participant information, maintaining anonymity while providing insights.
Integration with Communication Tools
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User Story
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As a project manager, I want to integrate our polling tool with our communication platforms so that I can easily share surveys and keep engagement high across the team.
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Description
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The Integration with Communication Tools feature allows the Feedback and Polling Module to seamlessly connect with popular communication platforms such as Slack, Microsoft Teams, and email. This capability ensures that polls and surveys can be distributed to team members through channels they frequently use, increasing participation rates. By allowing real-time notifications and updates related to ongoing feedback initiatives, organizations can keep sustainability discussions at the forefront of employee engagement efforts.
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Acceptance Criteria
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Integration of the Feedback and Polling Module with Slack for employee communication.
Given that a poll is created in the Feedback and Polling Module, when the poll is shared in a Slack channel, then all channel members should receive a notification and be able to respond directly within Slack.
Integration of the Feedback and Polling Module with Microsoft Teams to enhance user engagement.
Given that a survey is initiated in the Feedback and Polling Module, when the survey link is distributed via a Microsoft Teams message, then all recipients should be able to click the link and access the survey without additional login requirements.
Integration of the Feedback and Polling Module with email for broad accessibility.
Given that an organization has opted to use email for distribution, when a feedback request is sent via email, then the email should contain a clear call-to-action button that redirects users to the Feedback and Polling Module with the specific poll displayed.
Real-time notifications regarding ongoing feedback initiatives to keep the employees informed.
Given that an employee is participating in a poll, when the feedback module receives an update (e.g., new comments or results), then the employee should receive a real-time notification via the communication platform being used (Slack, Teams, or email).
Ensuring compatibility of the integration with varying levels of user permissions across platforms.
Given that the Feedback and Polling Module is integrated with communication tools, when a user with restricted permissions attempts to access a poll, then they should receive a message indicating their lack of access and the steps to gain permissions.
Testing the overall user experience of engaging with polls on different communication platforms.
Given that the Integration with Communication Tools feature is activated, when users access a poll from each supported platform (Slack, Teams, email), then the interface should be user-friendly and display correctly across all devices and browsers.
Analyzing response rates and engagement statistics post-integration.
Given that polls and surveys are randomly distributed using different communication tools, when data is collected, then there should be a measurable analysis report showing comparison of response rates from each platform to evaluate the effectiveness of each communication channel.
Network of Sustainability Champions
This feature connects users with designated Sustainability Champions within the organization who serve as resources for best practices and advice on sustainability-related projects. Users can reach out to these champions for guidance, mentorship, and collaboration opportunities. This not only enhances communication and knowledge sharing but also empowers champions to amplify their positive influence in fostering a culture of sustainability across the organization.
Requirements
Sustainability Champion Directory
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User Story
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As a facility manager, I want to access a directory of Sustainability Champions so that I can find the right expert to consult for my sustainability project and implement best practices effectively.
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Description
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The Sustainability Champion Directory is designed to facilitate easy access to a list of designated advocates within the organization who are knowledgeable in sustainability practices. This feature will allow users to browse profiles, view areas of expertise, and connect with champions for guidance. The directory will integrate with user accounts, ensuring personalized access to the most relevant champions. This requirement enhances collaboration and empowers users by providing them with necessary resources to drive sustainability initiatives.
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Acceptance Criteria
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Accessing the Sustainability Champion Directory during a sustainability project to find relevant champions for collaboration.
Given I am a registered user, When I access the Sustainability Champion Directory, Then I should be able to view a list of champions along with their areas of expertise and availability.
Filtering the champion directory to find champions based on specific sustainability practices and expertise.
Given I am on the champion directory page, When I apply filters for sustainability practices, Then I should see only the champions who match the selected criteria.
Connecting with a Sustainability Champion for mentorship after identifying them through the directory.
Given I have found a Sustainability Champion in the directory, When I click on the connect button, Then I should receive confirmation of my request to connect with that champion.
Receiving notifications about responses from Sustainability Champions after sending a request.
Given I have sent a connection request to a champion, When the champion responds to my request, Then I should receive a notification within the platform.
Editing a user profile to customize the displayed Sustainability Champions based on personal interests.
Given I am a user in the system, When I update my profile to include specific sustainability interests, Then the directory should prioritize champions who align with my interests.
Viewing the profile details of a selected Sustainability Champion from the directory.
Given I selected a champion from the directory, When I view their profile, Then I should see their biography, expertise, and contact information.
Receiving feedback on a successful collaboration with a Sustainability Champion after mentorship.
Given I have completed a project with the help of a champion, When I provide feedback, Then my feedback should be saved and visible to the champion and other users.
Champion Communication Hub
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User Story
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As a sustainability officer, I want a communication hub to connect with Sustainability Champions so that I can quickly exchange ideas and best practices to enhance our energy management efforts.
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Description
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The Champion Communication Hub will serve as a platform for real-time interaction between users and Sustainability Champions. This feature will include messaging capabilities, discussion forums, and resource sharing tools. By integrating this communication hub into the GreenPulse platform, users can easily seek advice, share experiences, and foster collaboration with their champions, ultimately resulting in a more engaged community focused on sustainability.
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Acceptance Criteria
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User initiates a chat with a designated Sustainability Champion through the Champion Communication Hub.
Given a user has accessed the Champion Communication Hub, when the user selects a Sustainability Champion and initiates a chat, then the chat should be opened, and the user should be able to send and receive messages in real-time with no noticeable delay.
A user participates in a discussion forum related to sustainability best practices.
Given a user has joined a discussion forum within the Champion Communication Hub, when the user posts a question or comment, then the post should appear in the forum within 5 seconds and all users should receive notifications of new posts.
Users share resources with Sustainability Champions and other participants in the communication hub.
Given a user wants to share a resource, when the user uploads the resource file, then the resource should be accessible to all relevant parties, and a confirmation message should be displayed indicating successful upload.
A Sustainability Champion requests feedback from users regarding their experiences and suggestions.
Given a Sustainability Champion opens a feedback request in the hub, when users submit their feedback, then all submitted feedback should be compiled and stored in an easily accessible format for the Champion within 24 hours of submission.
Integration of messaging capabilities with existing communication tools used by the organization.
Given the organization uses existing project management and communication tools, when messages are sent through the Champion Communication Hub, then they should be able to automatically sync with and be visible in the integrated tools without data loss or duplication within a two-minute interval.
Sustainability Champions monitor ongoing discussions and interactions in the communication hub.
Given a Sustainability Champion is logged into the communication hub, when they review the discussions, then they should be able to see all current discussions, identify active threads, and receive notifications for any new messages posted to the discussions they are part of.
Sustainability Resources Library
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User Story
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As an employee interested in sustainability, I want to access a library of resources provided by Sustainability Champions so that I can educate myself and contribute to our sustainability goals effectively.
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Description
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The Sustainability Resources Library will curate a collection of documents, guides, and other educational materials created or endorsed by the Sustainability Champions. This library will be easily searchable and categorized to help users find relevant information for specific sustainability projects. It will enhance knowledge sharing and provide users with immediate access to valuable resources, ultimately supporting informed decision-making across the organization.
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Acceptance Criteria
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User searches for a specific document in the Sustainability Resources Library using keywords related to their sustainability project.
Given that the user is logged into GreenPulse, When they enter keywords in the search bar, Then the system displays a list of relevant documents that match the search criteria.
A user requests a document that is not available in the library, and the system provides feedback on this request.
Given that a user has requested a document not found in the library, When they submit the request, Then the system notifies the user with a message indicating the document is unavailable and suggests alternative resources.
Champions regularly update the Sustainability Resources Library with new documents and guides related to sustainability.
Given that a Sustainability Champion has new resources to add, When they upload new documents to the library, Then these documents should be accessible to all users in the library and properly categorized within 24 hours of upload.
Users provide feedback on the resources available in the library to improve future offerings.
Given that users have accessed documents from the Sustainability Resources Library, When they submit feedback through the feedback form, Then the system captures and stores the feedback for review by the Sustainability Champions.
Users browse the Sustainability Resources Library by category to find specific resources related to their projects.
Given that a user is in the Sustainability Resources Library, When they select a specific category from the dropdown menu, Then the system displays all documents categorized under that selection for easy access.
The system allows users to favorite resources for quick access later.
Given that a user is viewing a document in the Sustainability Resources Library, When they click the 'favorite' button, Then the document is added to their favorites list for easy retrieval in the future.
Feedback and Impact Assessment Tool
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User Story
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As a user engaging with Sustainability Champions, I want to provide feedback on their advice so that we can improve the sustainability initiatives and measure their effectiveness over time.
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Description
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The Feedback and Impact Assessment Tool will enable users to provide feedback on their interactions with Sustainability Champions and assess the impact of the guidance received on their sustainability projects. This feature will collect data that helps in evaluating the effectiveness of the champions and generate insights for continuous improvement. It encourages accountability and promotes a culture of feedback within the organization.
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Acceptance Criteria
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Users can submit feedback after a session with a Sustainability Champion to assess the quality of information received and its applicability to their project.
Given a user has completed a session with a Sustainability Champion, when they access the Feedback and Impact Assessment Tool, then they should be able to submit structured feedback through a user-friendly form that includes satisfaction ratings and comments.
The system collects and analyzes feedback on Sustainability Champions to produce insights on their effectiveness in guiding users.
Given multiple users have submitted feedback, when the system processes this data, then it should generate an analytical report highlighting the average satisfaction scores and common themes in user comments for individual Sustainability Champions.
Users can track the impact of advice received from Sustainability Champions on their sustainability projects.
Given a user has implemented advice from a Sustainability Champion, when they access their project metrics within the Feedback and Impact Assessment Tool, then they should see a comparison of pre- and post-implementation metrics to assess the impact of that advice.
Sustainability Champions receive notifications for new feedback submissions to improve their approach based on user inputs.
Given a user has submitted feedback regarding a Sustainability Champion, when the admin reviews the feedback, then the relevant Sustainability Champion should receive a notification with a summary of the feedback for further action.
A dashboard displays overall feedback trends and impacts for all Sustainability Champions in the organization.
Given feedback data has been collected, when the admin accesses the dashboard, then it should display key performance indicators (KPIs) such as average feedback score and impact assessment trends over time for all Sustainability Champions.
Users can provide anonymous feedback to ensure honest and candid responses about their experience with the Sustainability Champions.
Given the feedback form includes an option for anonymity, when a user submits feedback while selecting to remain anonymous, then their identity must not be recorded or linked to their responses in the database.
Event and Workshop Scheduler
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User Story
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As a member of the sustainability team, I want to see a schedule of events organized by Sustainability Champions so that I can participate in relevant workshops and enhance my sustainability knowledge and skills.
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Description
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The Event and Workshop Scheduler will allow Sustainability Champions to organize and manage workshops, training sessions, and events related to sustainability practices. Users can view upcoming events, register for participation, and even propose new topics of interest. This requirement aims to enhance community engagement, provide structured learning opportunities, and foster collaboration among users and champions.
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Acceptance Criteria
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As a Sustainability Champion, I want to schedule an event so that users can participate and engage in sustainable practices.
Given the Sustainability Champion has access to the Event and Workshop Scheduler, when they input event details and save, then the event should be listed under upcoming events and be visible to all users.
As a user, I want to register for an upcoming sustainability workshop so that I can gain knowledge and skills on sustainable practices.
Given the user is viewing the list of upcoming events, when they select an event and provide the required registration details, then their registration should be confirmed, and they should receive a confirmation email.
As a user, I want to propose a new workshop topic so that it can be considered for future scheduling.
Given the user has access to the Event and Workshop Scheduler, when they submit a workshop proposal with relevant details, then the proposal should be sent to the Sustainability Champion for review.
As a Sustainability Champion, I want to view registered participants for an event so that I can prepare accordingly for any upcoming sessions.
Given the Sustainability Champion has scheduled an event, when they access the event details, then they should see a list of all registered participants.
As a user, I want to view previous events to understand the topics covered and their outcomes.
Given the user is accessing the Event and Workshop Scheduler, when they navigate to the past events section, then they should see a list of all past events with details on topics covered and participant feedback.
As a user, I want to filter events by category so that I can find workshops relevant to my interests.
Given the user is on the events page, when they apply a filter for event categories, then the displayed events should update to only show those matching the selected category.
Real-Time Data Stream
The Real-Time Data Stream feature provides continuous access to live energy data, allowing developers to integrate real-time analytics into their applications. This enables businesses to monitor energy consumption as it happens, empowering them to make immediate adjustments and improvements. With access to up-to-the-minute insights, users can enhance their energy management practices and respond swiftly to any anomalies or inefficiencies.
Requirements
Continuous Data Feed
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User Story
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As a facility manager, I want to access a continuous data feed of real-time energy usage so that I can monitor consumption patterns and respond immediately to any anomalies.
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Description
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The Continuous Data Feed requirement ensures a seamless and uninterrupted flow of real-time energy data from various sources into the GreenPulse platform. This functionality is crucial for enabling businesses to receive accurate and timely information on energy consumption patterns. The implementation of this requirement will involve establishing robust data connections, supporting various protocols, and ensuring data integrity during transmission. By fulfilling this requirement, the platform will provide users with the ability to monitor energy usage continuously, allowing for proactive management and quick response to inefficiencies, ultimately enhancing operational efficiency and sustainability initiatives.
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Acceptance Criteria
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Real-time energy data is being streamed from a facility's energy management system into the GreenPulse platform during peak operational hours to monitor consumption and identify inefficiencies quickly.
Given the data feed is connected, when the facility's energy management system records data, then the GreenPulse platform should display the data in real-time without any delay of more than 2 seconds.
A facility manager is using the GreenPulse dashboard to monitor energy consumption during a scheduled maintenance window, ensuring there are no unexpected spikes in usage.
Given that the maintenance window is active, when the facility manager accesses the dashboard, then the energy consumption data should reflect real-time updates and show no discrepancies greater than 5% between the dashboard and the actual usage.
An anomaly is detected in energy consumption levels at a specific facility, prompting the GreenPulse platform to alert the facility manager for immediate investigation.
Given a deviation in energy usage beyond the predefined threshold, when the data is analyzed, then the platform should trigger an alert to the facility manager within 1 minute of detecting the anomaly.
Integration with an external energy source, such as renewable energy systems, requires the platform to seamlessly support various data communication protocols for continuous data streaming.
Given an external renewable energy source is connected, when it transmits data to the GreenPulse platform, then the platform should support at least 3 different communication protocols (e.g., MQTT, REST, WebSocket) and accurately reflect data from the source.
The platform is rolled out to multiple sites with varying energy management systems, which necessitates a consistent stream of data across all locations for effective comparison and analysis.
Given multiple sites are connected to the GreenPulse platform, when energy data is aggregated, then data from all sites should be synchronized within a 5-minute window to ensure timely reporting and analysis.
Anomaly Detection Alerts
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User Story
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As a sustainability officer, I want to receive alerts when energy consumption anomalies occur so that I can investigate and address potential inefficiencies immediately.
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Description
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The Anomaly Detection Alerts requirement focuses on creating a system that automatically identifies and notifies users of any irregularities or deviations in energy consumption patterns. This feature will utilize advanced algorithms to analyze the incoming real-time data stream, enabling prompt detection of anomalies, such as unexpected spikes or drops in energy usage. By integrating this requirement, GreenPulse will empower users to take swift action, reducing potential energy wastage and costs, and improving overall operational efficiency. Users will receive notifications through various channels, including email, SMS, or in-app alerts, ensuring timely awareness of issues as they arise.
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Acceptance Criteria
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User receives an anomaly alert via email when a significant spike in energy consumption is detected during business hours.
Given the real-time data stream is active, When a spike in energy consumption exceeds the threshold of 20% within 5 minutes, Then an email notification should be sent to the user's registered email address within 1 minute.
Facility manager views real-time alerts on the dashboard for any detected anomalies.
Given that the real-time data stream is operational, When an anomaly is detected, Then it should be displayed on the dashboard in real-time with a clear indication and timestamp.
User receives SMS alerts for critical energy consumption anomalies after hours.
Given that the user has opted in for SMS notifications, When an anomaly is detected during non-business hours, Then an SMS alert should be sent immediately to the user's phone number.
User logs into the GreenPulse platform and checks the history of detected anomalies.
Given the user is authenticated and on the anomalies page, When they request the anomaly history, Then they should see a list of all anomalies detected in the past 30 days along with details such as timestamp, type, and severity.
System allows the user to set custom threshold limits for anomaly detection.
Given the user is on the settings page, When they input a new threshold limit and save it, Then the system should update the threshold for anomaly detection and confirm the change with a success message.
User receives an in-app notification for any energy consumption anomalies detected.
Given the user is logged into the GreenPulse application, When an anomaly is detected, Then an in-app notification should appear immediately, allowing users to view details and respond.
Customizable Dashboards
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User Story
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As a facility manager, I want to customize my dashboard so that I can view the energy metrics that are most relevant to my daily operations at a glance.
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Description
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The Customizable Dashboards requirement allows users to tailor their data visualization interfaces within the GreenPulse platform. Users can select specific metrics, arrange visual components, and prioritize data according to their needs and preferences. This flexibility enhances user engagement and facilitates more informed decision-making by presenting key information prominently. The implementation will include a user-friendly interface and a variety of widgets for representing data, such as graphs, charts, and tables. This requirement is essential for ensuring that different user roles can access the most relevant information in their energy management practices, leading to more strategic insights and actions.
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Acceptance Criteria
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User Customization of Dashboard Widgets
Given a user with appropriate permissions, when they log into the GreenPulse platform and navigate to the dashboard customization section, then they should be able to add, remove, and rearrange widgets representing different energy metrics according to their preferences.
Saving User Dashboard Preferences
Given a user has customized their dashboard layout, when they save their preferences, then the dashboard should reflect these changes upon the next login, preserving the layout and selected metrics.
Real-Time Data Display on Dashboards
Given that real-time data is available, when a user views their dashboard, then the displayed metrics should update automatically at least every 5 seconds to reflect the latest data without needing to refresh the page.
User Role-Based Dashboard Views
Given different user roles (e.g., facility manager, sustainability officer), when users access the GreenPulse platform, then they should see tailored dashboard views and widgets relevant to their specific role and responsibilities.
Accessibility Standards Compliance
Given the dashboard has been customized, when users interact with the dashboard, then they should be able to navigate and utilize all functionalities in compliance with WCAG 2.1 accessibility standards, ensuring usability for all users.
Performance Metrics Visualization
Given a user is utilizing the dashboard, when they select specific performance metrics to view, then those metrics should be represented in at least three different visualization formats (graphs, charts, tables) for comparative analysis.
Feedback Mechanism for Dashboard Customization
Given a user has made customizations to the dashboard, when they provide feedback on their experience, then the system should capture and store this feedback for analysis and potential future enhancements to the dashboard functionality.
Data Export Functionality
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User Story
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As a data analyst, I want to export energy data in multiple formats so that I can analyze it in-depth and share findings with my team and external stakeholders.
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Description
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The Data Export Functionality requirement enables users to download energy data into various formats such as CSV, Excel, or PDF. This feature is vital for allowing users to perform offline analysis, generate reports for stakeholders, or integrate energy data into other business systems. The implementation will focus on ensuring that the exported data maintains accuracy and includes all relevant metrics, such as consumption, cost, and anomalies detected over specified time frames. By providing this capability, GreenPulse enhances its utility for users who require flexibility in how they analyze and present their energy data, thereby improving overall decision-making and reporting efficiency.
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Acceptance Criteria
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User exporting energy data for monthly reporting to stakeholders.
Given a user is logged into the GreenPulse platform, when they select the Data Export option and choose the desired format (CSV, Excel, PDF), then the system should allow the user to successfully download the energy data that includes all relevant metrics for the specified time frame.
User exporting data while ensuring data integrity and formatting.
Given a user exports energy data in CSV format, when they open the downloaded file, then the data should be structured correctly with proper headings, without any missing fields, and each metric should accurately reflect the data from the GreenPulse system for the selected date range.
User needing to export data specifically filtered by anomalies detected.
Given a user has applied filters for anomalies detected over a specified time frame, when they initiate the data export process, then the exported file should include only the metrics and records that meet the applied anomaly filter criteria.
User exporting data for offline analysis on multiple formats.
Given a user selects multiple formats (CSV, Excel) for the same energy data export, when they initiate the export process, then the system must generate and provide downloads for each selected format simultaneously without data duplication or corruption.
User exporting data during peak operational hours.
Given a user attempts to export data during peak operational hours, when they request the export, then the system should still process the request within 30 seconds, ensuring no significant performance impact on real-time data access.
User requirements for customized reporting formats post-export.
Given a user has successfully exported energy data, when they attempt to create a report using the downloaded file in a report generating tool, then the report should accurately represent the exported data without any errors in formatting or data representation.
User exporting data ensuring compliance with internal data governance policies.
Given a user attempts to export sensitive energy data, when they initiate the export, then the system must require user confirmation and adhere to data governance policies, ensuring only authorized personnel can access and export this data.
Custom Analytics Dashboard
The Custom Analytics Dashboard feature allows developers to create a personalized interface for displaying energy analytics tailored to specific business needs. Users can select metrics, visualizations, and reports that matter most to their operations, ensuring that the data presented is relevant and actionable. This personalized approach helps businesses focus on key performance indicators that drive efficiency and sustainability initiatives.
Requirements
Metric Customization
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User Story
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As a facility manager, I want to customize the metrics displayed on my dashboard so that I can focus on the energy data that is most relevant to my operations and sustainability goals.
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Description
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The Metric Customization requirement allows users to select and define the specific metrics that are most relevant to their energy management goals. This includes options to add, remove, or modify existing metrics, which enables businesses to tailor their dashboard views to focus on specific performance indicators. The ability to customize metrics enhances user engagement, ensures that the most actionable data is readily accessible, and supports targeted sustainability initiatives, ultimately leading to improved operational efficiency.
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Acceptance Criteria
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User selects metrics for their Custom Analytics Dashboard based on their specific energy management goals.
Given a user is on the metric customization page, when they select metrics from the available options and click 'Save', then the selected metrics should be accurately displayed on their Custom Analytics Dashboard.
User modifies an existing metric to change its data presentation format.
Given a user has a metric on their dashboard, when they choose to modify the metric presentation (such as changing from bar chart to line graph) and click 'Update', then the metric should reflect the new presentation format immediately on the dashboard.
User removes a metric that is no longer relevant to their operations from the Custom Analytics Dashboard.
Given a user has several metrics displayed on their dashboard, when they select a metric to remove and confirm their choice, then that metric should no longer appear on their dashboard after refreshing the page.
User accesses their Custom Analytics Dashboard from different devices (desktop, tablet, mobile).
Given a user logs into their GreenPulse account, when they view their Custom Analytics Dashboard on any device, then the layout and selected metrics should be consistent and functional across all devices.
User shares their Custom Analytics Dashboard with a colleague for collaborative decision-making.
Given a user has configured their Custom Analytics Dashboard, when they use the 'Share' feature to invite a colleague, then the colleague should receive an email invitation and be able to access the same dashboard view after accepting the invite.
User accesses help documentation for customizing metrics within the dashboard.
Given a user is on the metric customization page, when they click on the 'Help' icon, then they should be directed to relevant help documentation or tutorials on how to customize metrics effectively.
User resets their customized metrics to the default settings provided by GreenPulse.
Given a user has customized their metrics, when they select the 'Reset to Default' option, then all customized settings should revert back to the original default settings without any error messages.
Visualization Options
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User Story
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As a sustainability officer, I want to choose from various visualization types for my energy data so that I can present insights in a way that best communicates the trends and issues to my team.
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Description
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The Visualization Options requirement offers users a variety of visualization tools to display their energy data in the most effective manner. This includes graph types such as line graphs, bar charts, pie charts, and heat maps, enabling users to interpret data at a glance and derive insights quickly. By providing different visualization formats, this feature accommodates diverse user preferences and enhances the usability of the dashboard, leading to better decision-making based on visualized data patterns.
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Acceptance Criteria
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User selects a line graph to visualize energy consumption data over the past month on the Custom Analytics Dashboard.
Given the user is on the Custom Analytics Dashboard, when they select the 'Line Graph' option for energy consumption, then the dashboard displays a line graph with accurate data points reflecting energy usage for each day over the past month.
User customizes their dashboard by selecting a pie chart to represent energy source distribution in real-time.
Given the customization options are available, when the user selects 'Pie Chart' for energy source distribution, then the dashboard dynamically generates a pie chart that illustrates the percentage share of each energy source being used.
User attempts to switch between different visualization types for the same data set on the dashboard.
Given the user has a data set displayed in a bar chart, when they select to change the visualization to a heat map, then the dashboard must update to show that data in heat map format without losing any information or context, preserving user settings and filters.
User interacts with the dashboard to filter data by specific departments and visualize the results in a bar chart.
Given the user applies department filters to their data, when they select the 'Bar Chart' visualization, then the dashboard reflects the filtered data accurately in bar chart format, displaying the metrics for the selected departments only.
User accesses the dashboard on a mobile device and tries to view energy data in different visual formats.
Given the user is using the dashboard on a mobile device, when they navigate to visualization options, then they should be able to select and view at least three different types of visualizations (line graph, bar chart, pie chart) that are mobile-optimized and user-friendly.
User generates a report from the dashboard including selected visualization types and data metrics for internal review.
Given the user has created a customized dashboard with specific visualizations, when they choose to export the report, then the system should generate a downloadable report that includes all selected visualizations and data metrics in a clear and organized format.
Report Generation
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User Story
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As a compliance manager, I want to generate comprehensive reports on energy usage so that I can maintain accurate documentation for auditing and compliance purposes.
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Description
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The Report Generation requirement enables users to create and export detailed reports on their energy consumption and savings over specified time frames. Users can select the parameters for the report, such as time period, metrics, and visual data representations. This feature is critical for stakeholders who need to analyze performance trends and present findings to management or regulatory bodies, thus improving transparency and accountability in energy management efforts.
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Acceptance Criteria
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User generates a report on energy consumption for the last quarter to analyze seasonal usage trends.
Given that the user selects the time period as the last quarter, When the user chooses metrics for energy consumption and clicks 'Generate Report', Then a detailed report must be exported in PDF format that accurately reflects the selected parameters and includes visual data representations.
A facility manager needs to generate a report that compares energy savings across different departments over the last month.
Given that the facility manager selects multiple departments and sets the time frame to the last month, When the user clicks 'Generate Report', Then the report generated must include comparative metrics for each selected department and provide a summary of total savings, which aligns with the presented data.
An energy officer wants to export a report detailing renewable energy usage over the past six months for presentation to the board.
Given that the energy officer selects the renewable energy metric and the timeframe of six months, When the user clicks on 'Export Report', Then the exported document must be in Excel format, with clear data segmentation by month and visual graphs representing renewable energy usage trends.
A sustainability officer requires a report to be generated highlighting peak energy usage times in their facility to target efficiency improvements.
Given that the sustainability officer selects the peak energy usage metric and sets the timeframe to the last year, When the report is generated, Then it must include a breakdown of peak usage hours, supported by graphical visualizations indicating trends over time.
A compliance manager needs to generate a report demonstrating compliance with energy regulations for the previous year.
Given that the compliance manager sets the time period to the last year and selects the compliance metrics, When the report is generated, Then it must include compliance status indicators and be downloadable in a format suitable for submission to regulatory bodies.
A finance team member wants to compare monthly energy costs between different office locations using exported reports.
Given that the finance team member chooses the timeframes for the last year and selects multiple locations, When the user clicks on 'Generate Comparison Report', Then the report must present a side-by-side comparison of costs among selected locations with appropriate visual aids like bar charts.
Integration with Third-Party Tools
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User Story
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As an operations analyst, I want to integrate third-party energy management tools into my dashboard so that I can have a unified view of energy data and analytics without switching between different systems.
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Description
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The Integration with Third-Party Tools requirement allows the Custom Analytics Dashboard to seamlessly connect to other software and applications that organizations may be using for energy management and reporting. This capability ensures users can pull data from multiple sources into their dashboard, providing a holistic view of energy consumption and making analytics more impactful. Integration reduces data silos, improves efficiency, and encourages comprehensive analysis across different platforms.
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Acceptance Criteria
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User wants to connect the Custom Analytics Dashboard to an existing energy management software to aggregate data from multiple sources.
Given the user has access to both the Custom Analytics Dashboard and the third-party energy management software, when the user initiates the integration process, then the dashboard should successfully pull and display data from the external software without errors within 5 minutes.
Facility manager desires to create a custom view on the dashboard incorporating data from different applications involved in energy reporting.
Given the user has multiple third-party tools configured, when the user selects metrics from each tool to display on the dashboard, then the dashboard should show the aggregated metrics accurately and reflect real-time changes in data across all sources.
User wants to ensure data privacy and security when integrating third-party applications with the Custom Analytics Dashboard.
Given that the user is configuring the third-party integration settings, when the user saves their settings, then the system should prompt for security permissions and confirm that data transfer complies with standard privacy regulations, ensuring data is encrypted during the process.
Sustainability officer needs to generate reports that include data gathered from both the dashboard and external analytics tools.
Given the user has integrated multiple data sources, when the user requests a consolidated report, then the system should generate a report that combines data from the dashboard and third-party applications accurately reflecting the latest available data.
Operations team aims to troubleshoot issues arising from data not displaying on the Custom Analytics Dashboard after third-party integration.
Given that the user attempts to view data on the dashboard, when data does not appear, then the system should provide descriptive error messages and recommend corrective actions for any integration issues within 30 seconds of detecting the problem.
User wants to customize the metrics displayed on the Custom Analytics Dashboard after integrating third-party tools to focus on specific energy consumption goals.
Given that the user is on the dashboard configuration page, when they select or deselect specific metrics tied to third-party data, then the dashboard should dynamically update to show only the selected metrics without needing a page refresh.
User Access Control
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User Story
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As a system administrator, I want to control user access to the analytics dashboard so that I can ensure sensitive information is only viewed by appropriate team members.
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Description
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The User Access Control requirement enables organizations to manage and restrict access to the Custom Analytics Dashboard based on user roles and permissions. This feature ensures that sensitive data is only accessible to authorized personnel, enhancing data security and compliance with internal policies. User Access Control allows for a collaborative environment while maintaining necessary safeguards to protect organizational data.
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Acceptance Criteria
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User Role-Based Access to Custom Analytics Dashboard
Given a user with the role of 'Admin', when they log in to the GreenPulse platform, then they should have full access to all features of the Custom Analytics Dashboard without restrictions.
Limitations on Access for Regular Users
Given a user with the role of 'Regular User', when they attempt to access the Custom Analytics Dashboard, then they should only see metrics and visualizations that are permitted for their role and should be restricted from accessing sensitive data.
Successful Role Assignment and Permissions Management
Given an Admin is managing users in the GreenPulse platform, when they assign a new role to a user and save the changes, then the user should immediately reflect the revised permissions on their next login.
Audit Trail of User Access Attempts
Given that a user attempts to access the Custom Analytics Dashboard, when an access attempt is made, then the system should log the user's identity, timestamp, and access outcome (success or failure) for audit purposes.
Role-Based Dashboard Customization
Given an Admin or user with customization privileges, when they customize the dashboard metrics, then only users with permissions should be able to view or modify the customized settings.
Timeout Session for Inactive Users
Given a user is logged into the GreenPulse platform, when the user remains inactive for a specified duration, then the system should automatically log them out to enhance security.
Notification of Access Denial
Given a regular user attempts to access restricted features on the Custom Analytics Dashboard, when access is denied, then the system should inform the user of the denial reason in a clear message.
Data Aggregation Toolkit
The Data Aggregation Toolkit feature enables developers to combine energy data from multiple sources, both within and outside of the GreenPulse platform. By merging disparate datasets, users can gain a comprehensive view of their energy usage patterns and trends, allowing for more informed decision-making and strategic planning. This holistic approach to data analysis strengthens the organization’s ability to identify opportunities for energy savings across various operations.
Requirements
Multi-source Data Integration
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User Story
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As a facility manager, I want to integrate energy data from multiple sources so that I can obtain a complete understanding of our energy usage patterns and identify potential savings.
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Description
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The requirement for Multi-source Data Integration entails the capability to seamlessly connect and aggregate energy data from various internal and external sources. This includes integrating with IoT devices, third-party energy management systems, and existing databases to create a unified data stream. By achieving this, users will be able to view and analyze a comprehensive dataset which combines energy consumption data from disparate origins. This integration is crucial for providing a holistic view of energy usage and identifying inefficiencies. It supports enhanced decision-making by enabling users to develop tailored strategies for energy savings and sustainability improvements.
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Acceptance Criteria
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Multi-source Data Integration for Accurate Energy Reporting
Given the system has access to both internal and external data sources, when the user aggregates the energy data, then the aggregated data should reflect real-time energy usage patterns accurately from all connected sources.
Data Validation and Consistency Checks
Given that multiple data sources are integrated, when the user initiates the data aggregation process, then the system must perform validation checks to ensure all data entries are consistent and within acceptable ranges before final aggregation.
User Interface for Data Visualization
Given the successful aggregation of energy data from multiple sources, when the user navigates to the data visualization dashboard, then the system should display the aggregated energy data in a clear and user-friendly manner, allowing for easy access to trends and insights.
Integration with Third-party Systems
Given the requirement for multi-source data integration, when the user configures a third-party energy management system for integration, then the system must successfully establish a connection and begin data exchange without manual intervention.
Alert Mechanism for Data Discrepancies
Given aggregated energy data from various sources, when the system detects discrepancies in the data, then it should automatically alert the user through notifications, outlining potential issues with data integrity.
Dynamic Reporting Features
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User Story
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As a sustainability officer, I want to generate custom reports on energy usage so that I can present findings and make data-driven decisions to enhance our sustainability goals.
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Description
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Dynamic Reporting Features requirement focuses on providing users with the capability to create customizable and interactive reports on their energy consumption data. Users should be able to select specific metrics, time periods, and visual representations to generate reports that cater to their particular analytical needs. This feature enhances user engagement by allowing for a tailored experience and provides actionable insights by highlighting trends and anomalies in energy usage. Ultimately, this functionality strengthens strategic planning and supports stakeholders in driving sustainability initiatives.
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Acceptance Criteria
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User generates a weekly energy consumption report with specific metrics and time periods selected.
Given the user is logged into GreenPulse, when they select the 'Generate Report' option, then they can customize metrics, choose a time period, and the report reflects the selected configurations accurately.
User shares a generated report with a team member through the platform.
Given a report has been generated, when the user clicks on the 'Share' button, then the report is successfully shared with the selected team member, and they receive a notification of the shared report.
User analyzes energy usage patterns using visual representations in the report.
Given the user has access to the generated report, when they choose a specific visual representation (e.g., bar chart, line graph), then the representation updates to accurately reflect the selected metrics and time periods, clearly illustrating trends.
User saves a customized report for future reference.
Given a report has been generated and customized, when the user selects the 'Save Report' option, then the report is saved under their user profile, and they can access it later under the 'Saved Reports' section.
User exports a report in various formats (PDF, Excel, etc.).
Given the user has generated a report, when they select the 'Export' option and choose a format (PDF or Excel), then the report is exported successfully in the chosen format without data loss or distortion.
User requests support for report generation issues.
Given the user encounters an issue generating a report, when they submit a support ticket, then they receive a confirmation that the ticket has been logged and will be addressed within 24 hours.
Real-time Alert System
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User Story
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As a facility manager, I want to receive real-time alerts for unusual energy consumption so that I can take immediate action to mitigate waste.
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Description
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The Real-time Alert System requirement establishes a proactive mechanism that notifies users of any significant changes or anomalies in energy usage patterns as they occur. By leveraging advanced analytics, users will receive alerts on spikes or drops in energy consumption, enabling immediate investigation and intervention. This feature is vital for preventing wasted energy and allows facility managers to respond swiftly to unforeseen issues, optimizing energy efficiency and ensuring cost savings.
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Acceptance Criteria
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User receives an alert for a significant spike in energy usage during peak operational hours.
Given the user has configured their alert settings for spikes above 15% deviation, when energy consumption increases significantly, then the user should receive an alert notification via email and app notification within 5 minutes of detection.
User gets notified about a sudden drop in energy use, indicating a possible equipment failure.
Given the alert settings are activated for drops below 10% of average energy usage, when a sudden drop occurs, then the user is alerted via SMS and in-app notification immediately, ensuring quick response time.
The alert system provides users with historical alert data for analysis.
Given the user accesses the alert history dashboard, when they select a date range, then the system should display a log of alerts triggered, including type, timestamp, and energy usage details, for the last 30 days.
User can customize their alert thresholds based on specific operational needs.
Given the user is on the alert settings page, when they adjust the threshold values for energy spikes and drops, then the system should successfully save the new thresholds and reflect them in future alert notifications.
An alert is escalated to a supervisor if not acknowledged within a specified time frame.
Given an alert is triggered, when the user does not acknowledge the alert within 10 minutes, then the system automatically sends an escalation email to the designated supervisor, ensuring timely action.
User chooses to receive alerts during specific hours to reduce notification fatigue.
Given the user has set their preferred notification hours for alert reception, when an alert occurs outside these hours, then the system does not send notifications until the designated hours resume.
User Role Management
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User Story
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As an admin, I want to manage user roles so that I can control access to data and protect sensitive information while empowering users with the tools they need.
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Description
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User Role Management is a requirement that provides the functionality to define and manage user roles and access levels within the GreenPulse platform. Administrators should be able to create different user profiles with customized permissions based on job responsibilities, ensuring that sensitive data is protected while allowing users access to necessary information for their roles. This capability strengthens security and compliance by managing who has access to what data, thereby ensuring that information is handled responsibly and appropriately across the organization.
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Acceptance Criteria
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Administrator creates a new user role with specific permissions for energy data access.
Given an administrator accesses the User Role Management feature, when they create a new user role with specific permissions, then the new role should be visible in the role list with the correct permissions assigned.
User with limited permissions attempts to access sensitive energy data.
Given a user with limited access permissions, when they attempt to access sensitive energy data, then they should receive an error message indicating insufficient permissions.
Administrator edits an existing user role to add additional permissions for data aggregation.
Given an administrator modifies an existing user role, when they save the changes, then the updated role should reflect the new permissions and allow the appropriate access to the Data Aggregation Toolkit.
User role is successfully deleted by an administrator.
Given an administrator selects a user role for deletion, when they confirm the deletion, then the role should be removed from the system and no longer appear in the list of roles.
Audit log is generated upon changes to user roles.
Given any change to user roles (create, edit, delete), when the change is made, then an entry should be recorded in the audit log capturing the action, time, and administrator who performed it.
Multiple user roles are created efficiently by an administrator.
Given an administrator has a batch of user roles to create, when they submit the batch creation form, then all roles should be created successfully, and confirmation should be displayed for each role.
User logs into the platform and sees roles available based on their permissions.
Given a user logs into the GreenPulse platform, when they navigate to the dashboard, then they should only see data and functionalities corresponding to their assigned user role permissions.
Data Visualization Tools
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User Story
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As a user, I want to utilize data visualization tools to effectively present energy data analysis to stakeholders, so that I can facilitate discussions around energy management solutions.
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Description
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The Data Visualization Tools requirement focuses on the development of advanced graphical representations of energy data. Users should have access to various visualization options, including charts, graphs, and heat maps, which enable better understanding of energy consumption patterns and trends. This functionality supports quicker interpretation of complex datasets, facilitates presentations to stakeholders, and informs strategic decisions related to energy management. By using effective visualization techniques, users can easily communicate their findings and foster collaboration among teams.
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Acceptance Criteria
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Users need to generate a bar graph visualization comparing energy consumption across different departments within a company over the last six months.
Given that the user has selected the 'Energy Consumption' dataset, when the user chooses the 'Bar Graph' visualization option and selects the departments and date range, then the system should display a bar graph that accurately reflects the energy consumption data for the specified departments over the last six months.
A facility manager wants to present monthly energy consumption trends to stakeholders using line graphs for clarity and impact.
Given that the facility manager has accessed the 'Energy Trends' reporting section, when the manager selects the 'Line Graph' for energy consumption and specifies the last twelve months, then the system should generate a line graph showing the monthly energy consumption trends accurately and responsively on the dashboard.
Sustainability officers need to visualize energy wastage hotspots using heat maps to strategize energy-saving initiatives.
Given that the sustainability officer has chosen the 'Heat Map' visualization tool, when the officer inputs the relevant energy usage data and applies the filters for location and timeframe, then the system should produce a heat map indicating the specific areas of energy wastage with appropriate color coding for high to low energy consumption.
Users want to export visualized energy reports for offline presentations and meetings.
Given that a user has created visualizations through the dashboard, when the user clicks on the 'Export' button, then the system should allow the user to download the visualized report in formats such as PDF and CSV without loss of quality or data integrity.
Users need to toggle between different data visualization formats smoothly without any lag during analysis.
Given that the user is currently viewing an energy consumption report, when the user switches from the 'Pie Chart' to 'Bar Graph' visualization, then the transition should occur within 2 seconds and should retain all previously selected data filters.
A facility manager wants to filter data visualizations based on specific criteria such as date range and departments for targeted insights.
Given that the facility manager is on the data visualization page, when the manager utilizes the filtering options to select a specific date range and department, then the updated visualization should reflect only the data that matches the selected criteria accurately.
API Access and Documentation
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User Story
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As a developer, I want access to APIs and detailed documentation so that I can create applications that integrate with GreenPulse for customized functionality.
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Description
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The API Access and Documentation requirement provides developers with robust application programming interfaces (APIs) and thorough documentation for integration with the GreenPulse platform. This feature enables external developers to build applications or tools that can interact with GreenPulse data, enhancing the platform's functionality and allowing for a more tailored user experience. This requirement not only fosters innovation and flexibility but also encourages greater adoption of the GreenPulse platform by allowing external integrations with potentially beneficial applications.
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Acceptance Criteria
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Developers can access API documentation through the GreenPulse developer portal.
Given that the developer is logged into the GreenPulse developer portal, when they navigate to the API documentation section, then they should be able to view comprehensive API documentation including endpoint details, request/response formats, and usage examples.
External applications can successfully authenticate with the GreenPulse API.
Given that an external application has valid credentials, when the application attempts to authenticate against the GreenPulse API, then it should receive a 200 OK response and an access token for further API calls.
Developers can successfully make API calls to retrieve energy usage data.
Given that the developer has an access token, when an API call is made to the energy usage endpoint, then the response should include relevant energy data in JSON format without errors.
API error handling is clearly documented in the API documentation.
Given that a developer is reviewing the API documentation, when they reach the error handling section, then they should find detailed explanations of common errors, their status codes, and suggested resolutions.
External applications can modify energy data through the API.
Given that an external application is authenticated and has necessary permissions, when the application sends a valid request to update energy data, then the request should be processed successfully and return a confirmation response.
Integrations with third-party applications are seamless and effective using the API.
Given that a third-party application is correctly configured to use the GreenPulse API, when it pulls data from GreenPulse, then the data retrieved should accurately reflect the current energy usage in real-time.
API Usage Analytics
The API Usage Analytics feature offers insights into how developers and applications are utilizing the Energy Insights API. By providing detailed metrics on API calls, response times, and data retrieval patterns, this feature helps users optimize their integration strategies. Understanding usage behavior ensures efficient application performance and enhances the user experience by identifying and addressing potential bottlenecks.
Requirements
API Call Metrics Tracking
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User Story
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As a developer, I want to track the number of API calls so that I can understand usage patterns and optimize my application performance accordingly.
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Description
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The requirement involves implementing metrics tracking for API usage, allowing users to monitor the number of API calls made in real-time. This will provide users with insights into peak usage times, helping them understand when their applications are heavily utilizing the API. The feature aims to highlight trends and patterns in API consumption, enabling users to optimize their applications and resource allocation accordingly. Tracking these metrics will also contribute to more effective capacity planning and performance enhancements.
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Acceptance Criteria
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Tracking Real-Time API Call Metrics
Given that a user accesses the API Usage Analytics dashboard, when they select the metrics tracking option, then the dashboard displays real-time data on the number of API calls made, including the timestamp and user-specific details.
Peak Usage Time Identification
Given that the metrics tracking is enabled, when users review the API call data over a 30-day period, then the system highlights peak usage times and provides a graphical representation of usage trends.
Response Time Monitoring
Given that the user has logged into the API Usage Analytics feature, when they view the metrics for response times, then the system displays average response times for API calls, segmented by time of day and user ID.
Alerts for High API Usage
Given that the API call metrics tracking is activated, when the number of API calls exceeds a predefined threshold (e.g., 1000 calls/hour), then the system triggers an alert notification to the user and logs the event in the analytics history.
Integration with Existing Analytics Tools
Given that the API Usage Analytics feature is implemented, when users attempt to connect their existing analytics tools (e.g., Google Analytics, Microsoft Power BI), then they should be able to retrieve API call metrics seamlessly without data loss
Custom Report Generation
Given that the API call metrics feature is available, when users select the 'Generate Report' option, then the system produces a customizable report that includes key metrics such as total API calls, top API endpoints, and usage patterns over a specified period.
Response Time Monitoring
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User Story
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As a developer, I want to monitor API response times so that I can identify slowdowns and improve the efficiency of my application.
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Description
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This requirement focuses on tracking and reporting the response times of API calls. Users will gain insights into how quickly their requests are being handled, allowing them to identify and troubleshoot any latency issues. This contributes to improved user experience as developers can work on optimizing their application based on response time performance data. Understanding response times is crucial for maintaining operational efficiency and ensuring stakeholders feel confident in API performance.
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Acceptance Criteria
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API response time for a successful call is monitored and reported back to the user for every request made.
Given a user makes a call to the Energy Insights API, when the request is processed, then the response time should be returned and logged with a maximum threshold of 300 milliseconds for 95% of requests.
Users can access historical response time data for performance analysis.
Given a user requests historical usage data from the API Usage Analytics feature, when the data is retrieved, then the response must include response times for at least the past 30 days, displayed in a user-friendly format.
Alerts are triggered when response times exceed a predefined limit.
Given a user sets a threshold of 500 milliseconds for API response times, when the average response time exceeds this limit over a defined period, then an alert should be sent to the user detailing the occurrence.
Performance data is displayed on a user dashboard for real-time monitoring.
Given a user is logged into the GreenPulse platform, when they navigate to the API Usage Analytics dashboard, then they must see real-time metrics that include average response time, total API calls, and any latency issues flagged.
Users can filter response time data by date range and API endpoint.
Given a user wants to analyze response times, when they apply filters for a specific date range and selected API endpoints, then the returned data must reflect only those parameters accurately.
Automated reports on response time performance are generated and sent to users periodically.
Given a user subscribes to performance reports, when the report generation is scheduled (daily, weekly, or monthly), then the report must be sent to the user’s registered email and include response time insights and recommendations for optimization.
Users can export response time analytics data for external analysis.
Given a user wants to analyze response time data outside GreenPulse, when they choose the export option, then the data must be exportable in CSV format without loss of detail for all selected metrics.
Error Rate Reporting
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User Story
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As a developer, I want to receive reports on API errors so that I can identify and troubleshoot recurring issues in my application integrations.
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Description
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This requirement is for implementing a feature that records and reports errors encountered during API usage, including failed requests and their respective error codes. Users will have access to detailed reports on error rates, enabling them to identify recurring issues and address them proactively. This insight is vital for maintaining a reliable and resilient integration with the API. Error tracking will assist in reducing downtime and enhancing the overall user experience with the platform.
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Acceptance Criteria
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API Usage Error Rate Reporting for Failed Requests
Given a set of API calls that include both successful and failed requests, when reviewing the error rate report, then the report should accurately reflect the total number of failed requests and their corresponding error codes, with percentages clearly displayed for each type of error.
Error Rate Reporting Accessibility for Users
Given multiple user roles accessing the API Usage Analytics feature, when a user with appropriate permissions navigates to the error rate reporting section, then they should be able to view and download error reports without encountering access restrictions.
Integration with API Usage Dashboard
Given that the Error Rate Reporting feature has been implemented, when users access the API Usage dashboard, then error metrics should be integrated into the dashboard, displaying real-time data on error rates alongside other API usage statistics.
Historical Data Retrieval for Error Rates
Given that the error rate reporting functionality is operational, when a user requests historical error rate data for a specified time period, then the system should retrieve and display accurate data from the requested timeframe for analysis.
Error Notification upon Exceeding Thresholds
Given that a predefined threshold for error rates has been established, when the error rate exceeds this threshold, then the system should automatically send a notification to the relevant users to alert them of the increased error rates.
User Feedback on Error Reporting Effectiveness
Given that users have access to error rate reports, when they complete a feedback survey regarding the usefulness of these reports, then the responses should be aggregated and analyzed to determine user satisfaction and areas for improvement.
Performance Impact Analysis of Error Rates on API Calls
Given a scenario where error rates are being monitored, when high error rates are observed, then an analysis should be conducted to determine the impact of these errors on overall API call performance metrics, and findings should be documented clearly for future reference.
Data Retrieval Patterns Analysis
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User Story
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As a product manager, I want to analyze data retrieval patterns from the API so that I can make informed decisions about optimizing our service offerings and improving user experience.
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Description
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This requirement encompasses the analysis of data retrieval patterns by users of the API. By understanding how frequently different data sets are accessed and in what manner, users can optimize their applications to make more efficient API calls. This analysis will provide insights into the most commonly retrieved data metrics and assist in understanding user behavior, ultimately leading to improved integration strategies and application performance.
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Acceptance Criteria
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API Users Accessing Data Retrieval Patterns.
Given an authenticated user accesses the API Usage Analytics feature, when they request the data retrieval patterns report, then the system returns a report showing the frequency of calls for each data set within the last month, with a maximum response time of 2 seconds.
Identifying Frequently Accessed Data Sets.
Given an API user navigates to the detailed metrics dashboard, when they view the top 10 most accessed data sets, then the system displays a list of these data sets with corresponding access frequency and average response times.
Response Times Analysis for API Calls.
Given a user selects the response time analysis option, when they generate the report for the last 7 days, then the system provides a report showing the average and peak response times for each endpoint with appropriate error codes logged.
User Behavior Insights through Data Retrieval Patterns.
Given a sustainability officer accesses the API usage analytics, when they filter the data by date range, then the system generates insights indicating user behavior trends based on data retrieval patterns during that period.
Performance Optimization Recommendations.
Given an analysis of data retrieval patterns is completed, when a user requests optimization suggestions, then the system provides actionable recommendations to reduce the number of API calls for most frequently accessed data sets based on the insights gathered.
Exporting Data Retrieval Metrics for Reporting.
Given a user wants to export the data retrieval metrics, when they select the export function, then the system allows export in CSV format, ensuring all relevant data is included and accessible for further analysis.
Usage Documentation and Alerts
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User Story
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As an operations manager, I want to have access to usage documentation and receive alerts for API thresholds so that I can ensure our applications are performing optimally and avoid disruptions.
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Description
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This requirement involves creating comprehensive documentation concerning API usage patterns, including guidance on best practices for efficient usage. Additionally, users will receive alerts when usage thresholds are met, potentially indicating issues or opportunities for optimization. This documentation and proactive alerting will empower developers and teams to effectively manage their API integrations, enhancing usability and performance.
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Acceptance Criteria
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API Usage Patterns Documentation and Best Practices Guide Creation
Given a request for API usage documentation, when the documentation is generated, then it should include at least five best practices for efficient API usage and examples of typical usage patterns.
Usage Alerts Functionality
Given the API Usage Analytics feature is in place, when a user’s API call volume approaches the predefined threshold, then an alert should be sent via email and within the application dashboard to notify the user.
Response Time Metrics Reporting
Given the API Usage Analytics is implemented, when a user accesses the response time metrics, then the interface should display average response times, maximum response times, and a report for the last 30 days.
Integration of API Usage Alerts with User Preferences
Given a user account exists, when the user sets their preferences for alert notifications, then they should be able to choose the channels (email, SMS, in-app) for receiving alerts about API usage thresholds.
User Feedback on API Documentation
Given the API usage documentation is published, when users provide feedback, then there should be a feedback form associated with the documentation to collect user suggestions and issues regarding clarity and completeness.
Onboarding Process for New Users
Given a new user registers for the API, when they complete the onboarding process, then they should receive a welcome email that includes a link to the API Usage Documentation and an overview of key features.
Customizable Dashboard for API Metrics
Given an authenticated user accesses their dashboard, when the user navigates to the API Usage Metrics section, then they should see customizable widgets displaying metrics related to their API usage, including API calls, errors, and alerts.
Predictive Energy Modeling
The Predictive Energy Modeling feature leverages historical and real-time data to forecast future energy consumption patterns. By providing predictive analytics capabilities, developers can empower their applications with insights that help organizations anticipate energy needs, optimize resource allocation, and minimize costs. This forward-thinking approach enhances operational efficiency and positions companies to proactively address energy management challenges.
Requirements
Data Integration Interface
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User Story
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As a facility manager, I want to integrate real-time energy data from my building management system into GreenPulse so that I can utilize accurate insights for predicting energy consumption patterns and optimizing resource allocation.
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Description
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The Data Integration Interface requirement entails building robust APIs and connection protocols that enable seamless integration between GreenPulse and various building management systems (BMS). This integration will allow for real-time data exchange, ensuring that energy consumption data is accurately captured and utilized for predictive modeling. It must support multiple data formats and communication protocols, making it accessible and easy to implement across different systems. This capability will enhance data accuracy, improve the timeliness of insights, and allow for a comprehensive view of energy management across various platforms. By facilitating strong interoperability, this requirement is critical for enabling the effective functioning of the Predictive Energy Modeling feature.
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Acceptance Criteria
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Data Integration for Real-time Energy Updates
Given a building management system (BMS) configured to communicate with GreenPulse, When the BMS sends energy consumption data using the supported API, Then GreenPulse must successfully receive and log the data without any errors within 5 seconds.
Support for Multiple Data Formats
Given various building management systems using different data formats, When the Data Integration Interface is queried for compatibility, Then it must confirm support for JSON, XML, and CSV formats for incoming data.
Error Handling for Data Transmission
Given that a BMS attempts to send energy data but encounters a transmission error, When the error occurs, Then GreenPulse must return an appropriate error message within 2 seconds and log the error for review.
Integration Testing with Different Systems
Given multiple BMS integrations in a testing environment, When the APIs are tested for data exchange, Then at least 90% of transactions must successfully exchange data without data loss or corruption during a 1-hour testing period.
Authentication and Security for APIs
Given the Data Integration Interface is accessed by a BMS, When authentication credentials are provided, Then the interface must validate the credentials and allow access only if they are correct, logging each access attempt whether it is successful or failed.
Performance Benchmarking for Data Exchange
Given a simulated data exchange environment, When performing a stress test with simultaneous connections from different BMS, Then the average response time for data exchange must remain under 2 seconds, with a maximum of 100 concurrent connections.
User Documentation and API Guides Availability
Given the launch of the Data Integration Interface, When a user attempts to access the documentation, Then the user must find comprehensive API guides that include examples, supported formats, and troubleshooting tips available online.
Historical Data Analysis Module
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User Story
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As a sustainability officer, I want to analyze historical energy consumption data within GreenPulse so that I can understand trends and make forecasts for future energy needs.
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Description
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The Historical Data Analysis Module requirement focuses on developing algorithms that analyze past energy consumption trends and patterns. By leveraging advanced analytics techniques, this module will identify significant factors that influenced energy usage in the past, which will help in making informed forecasts for future energy demands. This module is essential for providing context to current data and enhancing the accuracy of predictive models. The module must be designed to handle large datasets efficiently and integrate with the existing analytical tools within GreenPulse. The insights derived from this module will be invaluable for enhancing energy management strategies and creating data-driven operational improvements.
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Acceptance Criteria
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Historical Data Analysis Module processes a large historical dataset efficiently during a scheduled nightly analysis.
Given a dataset of at least 1 million records, when the Historical Data Analysis Module is triggered, then it should complete the analysis within 2 hours without errors.
The Historical Data Analysis Module integrates with existing analytical tools in GreenPulse seamlessly.
Given the existing analytical tools in GreenPulse, when the Historical Data Analysis Module is executed, then it should provide output that can be easily imported into these tools without data corruption.
The module provides accurate insights into past energy consumption trends based on historical data.
Given historical energy data for the last 12 months, when the Historical Data Analysis Module analyzes the data, then it should identify and report at least 5 significant factors that influenced energy usage during this period with a detailed explanation for each.
Facility managers utilize the insights from the Historical Data Analysis Module for making informed energy management decisions.
Given the insights provided by the module, when facility managers review the reports, then it should enable at least 3 actionable recommendations for optimizing energy consumption based on the past trends identified.
Users can access the results generated by the Historical Data Analysis Module through a user-friendly dashboard.
Given the completion of the analysis, when users navigate to the dashboard, then they should see a clear presentation of the analysis results, including graphs, charts, and a summary of insights.
The Historical Data Analysis Module handles and processes any missing or invalid data gracefully.
Given a dataset containing 5% missing or invalid data, when the Historical Data Analysis Module processes the dataset, then it should flag the issues and proceed with the valid data without crashing or producing incorrect results.
The Historical Data Analysis Module generates comprehensive reports that can be exported for further analysis.
Given the results of the analysis, when users request a report, then the module should create a report in PDF format that includes all findings, insights, and visual data representations, and it should be downloadable within 30 seconds.
User-Friendly Dashboard
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User Story
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As a stakeholder, I want to customize my dashboard in GreenPulse to display relevant predictive energy insights so that I can quickly monitor our progress towards sustainability goals.
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Description
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The User-Friendly Dashboard requirement is aimed at creating an intuitive and customizable user interface that presents predictive energy consumption data in a visually appealing and easy-to-understand manner. This dashboard will allow users to view real-time forecasts, track energy usage against targets, and identify areas for improvement. It must support various visualization options (charts, graphs, etc.) and provide customizable widgets that users can tailor to their specific needs. The user-friendly nature of the dashboard will improve user engagement, encourage proactive energy management behaviors, and facilitate quick decision-making based on insights provided.
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Acceptance Criteria
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User accesses the dashboard to view real-time energy consumption data and forecasts.
Given a user logs into the GreenPulse platform, when they navigate to the User-Friendly Dashboard, then they should see real-time energy consumption data and visual forecasts displayed clearly and accurately.
User customizes the dashboard widgets according to their preferences and role.
Given a user has access to the dashboard, when they select customizable widgets and adjust their settings, then the dashboard should reflect the new configurations and save these preferences for future sessions.
User tracks energy usage against preset targets over a specified period.
Given a user has established energy usage targets, when they view the dashboard, then they should see a comparison of current energy usage against these targets, displayed in an accessible format such as graphs or charts.
User interacts with different visualization options provided by the dashboard.
Given a user is on the dashboard, when they choose different visualization types from the options available (such as pie charts, line graphs, etc.), then the data should accurately update to reflect the selected visualization format without errors.
User identifies areas of energy wastage via dashboard insights and reporting tools.
Given a user reviews the dashboard, when they look at the generated reports and insights, then they should be able to identify at least three actionable areas of energy wastage with detailed suggestions for improvements.
User shares dashboard insights with team members for collaborative decision-making.
Given a user selects an option to share insights, when they send the dashboard report to team members, then those members should receive an accessible version of the report via email or a shared link, containing all visualizations and data presented.
User measures the overall satisfaction and ease of use of the dashboard after initial usage.
Given a user has interacted with the dashboard for a week, when they complete a user satisfaction survey, then the average rating of the dashboard should be at least 4 out of 5 for usability and satisfaction elements.
Predictive Analytics Engine
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User Story
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As a data analyst, I want to use the predictive analytics engine in GreenPulse to generate accurate forecasts for energy consumption so that I can help the organization make informed decisions and reduce energy waste.
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Description
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The Predictive Analytics Engine requirement involves the development of sophisticated algorithms that utilize AI and machine learning techniques to generate precise energy consumption forecasts based on historical, real-time, and external variable data (such as weather). This engine will be the core component of the Predictive Energy Modeling feature, producing actionable insights that businesses can utilize to optimize their energy usage and reduce costs. The engine must be designed to learn from new data inputs continuously, improving accuracy over time and adapting to changing energy patterns. Its implementation is vital to ensure that GreenPulse remains at the forefront of energy management innovation.
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Acceptance Criteria
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Estimation of energy consumption based on historical usage and external weather data.
Given historical energy consumption data and current weather data, when the Predictive Analytics Engine processes the input, then it generates accurate forecasts of energy consumption for the next 24 hours within a 10% variance.
Continuous learning from new data inputs to improve forecast accuracy.
Given new energy consumption data and weather patterns, when the Predictive Analytics Engine is updated, then it updates its forecasting algorithms and improves accuracy by at least 5% over the prior model.
User interface integration for visualizing predictive analytics outputs.
Given the implementation of the Predictive Analytics Engine, when a user accesses the dashboard, then they can visualize predictive energy consumption trends in graphical format without errors in display.
Real-time alerts for significant deviations from predicted energy use.
Given the Predictive Analytics Engine is active, when actual energy consumption deviates from the forecast by more than 15%, then an alert is generated and sent to the users in real-time.
Comparison metrics for assessing the performance of the forecasting engine.
Given the results generated by the Predictive Analytics Engine, when performance metrics are analyzed, then they demonstrate improved predictive performance compared to a baseline model using historical averages, with at least 80% accuracy.
Integration with third-party systems for enhanced data input.
Given the availability of APIs from third-party energy management systems, when integrating these systems with the Predictive Analytics Engine, then it successfully pulls the required data without errors or data loss.
Integration Support Hub
The Integration Support Hub feature offers comprehensive resources and documentation for developers integrating the Energy Insights API into their systems. This support includes code samples, best practices, and troubleshooting guidance, making the integration process smoother and more efficient. With readily available assistance, developers can focus more on creating innovative solutions and less on overcoming technical hurdles.
Requirements
Comprehensive Documentation
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User Story
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As a developer, I want comprehensive documentation for the Energy Insights API so that I can understand how to effectively integrate it into my company's systems without facing technical barriers.
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Description
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The Comprehensive Documentation requirement ensures that the Integration Support Hub provides thorough and clear documentation covering all aspects of the Energy Insights API. This includes installation guides, API endpoint descriptions, request/response formats, authentication methods, and use cases. The documentation aims to empower developers by giving them the necessary information to successfully integrate the API into their systems, ultimately leading to reduced integration times and increased satisfaction with the GreenPulse platform.
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Acceptance Criteria
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Developers accessing the Integration Support Hub for the first time to integrate the Energy Insights API into their application.
Given a new developer, when they navigate to the Integration Support Hub, then they should find thorough installation guides and API endpoint descriptions clearly outlined.
A developer looking to implement the Energy Insights API in their existing system needs quick access to example code.
Given a developer on the Integration Support Hub, when they check the resources, then they should be able to find relevant code samples for common use cases immediately available.
A developer attempting to authenticate with the Energy Insights API to ensure secure access.
Given a developer wanting to authenticate, when they consult the Comprehensive Documentation, then they should find a detailed section on authentication methods with examples.
Developers needing troubleshooting guidance while integrating the Energy Insights API encounter issues.
Given a developer facing integration challenges, when they search the documentation, then they should find a clearly organized troubleshooting section with common issues and resolutions.
A team of developers reviewing the API documentation before finalizing their integration approach to ensure all details are clarified.
Given a team of developers, when they review the Comprehensive Documentation, then they should confirm that all relevant aspects including request/response formats and use cases are addressed comprehensively.
An organization audits the Integration Support Hub documentation for completeness and clarity to ensure developer satisfaction.
Given an audit of the Integration Support Hub, when the review of documentation occurs, then all key elements of API integration must be present and user feedback will indicate a clarity score of 8 or higher on a scale of 10.
Developers need to quickly locate specific information while integrating the API.
Given a developer utilizing the Integration Support Hub, when they utilize the search function, then they should receive relevant search results within 2 seconds that navigate them directly to the information they seek.
Interactive Code Samples
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User Story
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As a developer, I want interactive code samples for the Energy Insights API so that I can quickly reference working examples and speed up my integration process without extensive trial and error.
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Description
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The Interactive Code Samples requirement mandates the inclusion of practical code snippets and examples within the Integration Support Hub. These samples will showcase various integration scenarios, demonstrating common use cases and best practices. By providing real-world examples, this feature aims to enhance the developer experience, reduce time spent troubleshooting issues, and promote efficient integration of the Energy Insights API.
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Acceptance Criteria
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Developers access the Integration Support Hub and navigate to the Interactive Code Samples section to find relevant code snippets for integrating the Energy Insights API into their systems.
Given a developer accesses the Integration Support Hub, When they navigate to the Interactive Code Samples section, Then they should find at least five relevant code snippets demonstrating integration scenarios.
A developer selects a specific code sample from the Interactive Code Samples section to implement an API call for live energy data.
Given a developer selects a code sample for live energy data, When they follow the sample and implement the code, Then they should successfully retrieve live energy data without errors.
A developer encounters an issue while using the Interactive Code Samples and seeks troubleshooting guidance from the Integration Support Hub.
Given a developer runs into an integration issue, When they access the troubleshooting guidance in the Integration Support Hub, Then they must find at least three relevant solutions to common integration problems.
Facilitators wish to assess the clarity and usability of the interactive code samples provided in the Integration Support Hub.
Given a group of facilitators evaluates the Interactive Code Samples, When they rate the samples on a usability scale, Then at least 80% of the samples should score a minimum of 4 out of 5 for clarity and usability.
Developers are required to submit feedback on the Interactive Code Samples after using them in their integration process.
Given developers complete the integration using Interactive Code Samples, When they submit feedback, Then at least 70% of the feedback must indicate that the samples significantly reduced integration time or technical hurdles.
The Integration Support Hub is updated to include new interactive code samples based on user requests and observed integration challenges.
Given user feedback is collected, When the Integration Support Hub is revised, Then at least three new interactive code samples addressing recent feedback should be added within the next release cycle.
Real-Time Troubleshooting Support
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User Story
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As a developer, I want real-time troubleshooting support so that I can resolve issues quickly while integrating the Energy Insights API and avoid unnecessary delays in my project.
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Description
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The Real-Time Troubleshooting Support requirement seeks to implement a mechanism for developers to access live assistance through chat or forums. This feature will enable users to ask questions and receive immediate guidance during the integration process of the Energy Insights API. By facilitating real-time communication, this feature aims to reduce the frustration often felt by developers and enable seamless integration, ultimately contributing to higher user satisfaction.
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Acceptance Criteria
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Developers need to solve integration issues with the Energy Insights API in real-time during their working hours.
Given a developer is logged into the Integration Support Hub, when they initiate a live chat for troubleshooting, then they should receive a response from a support representative within 5 minutes.
A developer is integrating the Energy Insights API and encounters an error that requires immediate assistance.
Given a developer submits a troubleshooting question in the forum, when they check back after 10 minutes, then they should see a response or solution posted by a community member or support staff.
Developers require easy access to troubleshooting guidance and best practices while integrating the Energy Insights API.
Given a developer navigates to the Real-Time Troubleshooting Support feature, when they access the resources, then they should see a comprehensive list of code samples, best practices, and troubleshooting guidelines.
A developer faces a critical issue that prevents them from continuing their integration work on the Energy Insights API.
Given a developer is experiencing ongoing issues, when they select to escalate their support ticket, then a senior support technician should respond within 30 minutes to provide assistance.
Facilitating communication among developers who are facing similar integration challenges with the Energy Insights API.
Given multiple developers are using the forum, when one developer posts a question about an error, then at least three other users should respond with potential solutions or insights within 24 hours.
Developers request an archive of past troubleshooting interactions for future reference.
Given a developer accesses the Real-Time Troubleshooting Support platform, when they navigate to the archives section, then they should find previous chat logs and forum discussions available for viewing.
Developers want to gauge user satisfaction with the Real-Time Troubleshooting Support after using the feature.
Given that a developer has completed a troubleshooting session, when they receive a survey prompt, then their feedback should be collected and provide a satisfaction score of at least 85% for support interactions.
Integration Success Metrics Dashboard
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User Story
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As a facility manager, I want to view integration success metrics so that I can assess how well our developers are implementing the Energy Insights API and identify any areas for improvement.
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Description
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The Integration Success Metrics Dashboard requirement involves developing a set of analytics tools to monitor and report the success of integrations using the Energy Insights API. This dashboard will track metrics such as integration completion rates, error occurrences, and response times, providing valuable insights into user performance and API reliability. The dashboard's insights will guide ongoing improvements to API features and documentation based on real user experiences.
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Acceptance Criteria
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Integration Completion Tracking for Developers
Given that the user is a developer who has integrated the Energy Insights API, when they access the Integration Success Metrics Dashboard, then they should see the integration completion rate displayed as a percentage, providing clear visibility into how many integrations have been successfully completed versus those that are pending or failed.
Error Occurrences Monitoring
Given that a user accesses the Integration Success Metrics Dashboard, when they view the error occurrences metric, then the dashboard should display a count of errors that have occurred during the integration process, along with timestamps and descriptions of each error for troubleshooting purposes.
API Response Time Analysis
Given that the API has been used by multiple integrations, when a user views the response time metric on the Integration Success Metrics Dashboard, then they should see an average response time calculated over a defined time period, with the ability to filter results based on specific dates or integration projects.
Real-Time Performance Updates for Users
Given that the Integration Success Metrics Dashboard is live, when a user accesses the dashboard, then they should see real-time updates reflecting the current state of integration metrics, without the need for manual refresh or reload.
User Interface and Experience Validation
Given that the Integration Success Metrics Dashboard has been developed, when users navigate through the dashboard components, then they should be able to easily access and understand all metrics related to integration performance without external guidance or training.
Comprehensive Reporting Capability
Given that the user needs to report on integration success metrics, when they request a report from the dashboard, then they should receive a detailed report that includes all tracked metrics and visualizations, available for download in multiple formats (e.g., PDF, CSV).
Community Forum for Developers
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User Story
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As a developer, I want to access a community forum where I can ask questions and share knowledge about the Energy Insights API so that I can collaborate with others and improve my own integration skills.
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Description
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The Community Forum for Developers requirement aims to create an interactive online platform where developers can share experiences, solutions, and advice regarding the Integration Support Hub and the Energy Insights API. This forum will foster collaboration and knowledge sharing among users, enabling them to support each other and learn from each other’s challenges and successes, which will enhance the overall developer ecosystem around GreenPulse.
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Acceptance Criteria
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Developers post questions and receive timely responses in the Community Forum for Developers, improving their integration with the Energy Insights API.
Given a developer posts a question in the forum, when the post is submitted, then it should be visible to all users and should have responses within 24 hours.
Developers search for specific topics related to the Integration Support Hub and find relevant discussions in the Community Forum.
Given a developer enters a keyword in the forum search bar, when they click search, then the results should display all threads containing the keyword, ranked by relevance.
Forum participants share code samples and troubleshooting tips in the Community Forum for Developers to assist others.
Given a user submits a thread containing a code sample, when the thread is posted, then it should format the code correctly and allow comments from other users for further clarification.
Users rate the usefulness of posts in the Community Forum based on their effectiveness in solving integration issues.
Given a user interacts with a post, when they click the 'useful' button, then the post’s rating should increase by one and the total rating is displayed prominently.
The Community Forum for Developers provides a notification system for new replies to threads the user follows.
Given a user follows a thread, when a new reply is posted, then the user should receive an email notification summarizing the reply.
The Community Forum has a moderation system to manage spam and maintain quality discussions.
Given a post is flagged by a user, when the moderator reviews it, then appropriate actions should be taken, such as removing the post or issuing a warning to the user.
Energy Efficiency Benchmarking
The Energy Efficiency Benchmarking feature allows businesses to compare their energy performance against industry standards or peers using the data provided by the API. This capability enhances awareness of energy efficiency metrics, helping users identify gaps and set realistic improvement targets. By understanding where they stand relative to others, organizations can drive competition and motivate teams towards achieving greater sustainability outcomes.
Requirements
API Integration for Benchmarking
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User Story
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As a facility manager, I want to automatically access energy performance benchmarks via the API so that I can compare my organization's energy use against industry standards and identify areas for improvement.
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Description
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The API Integration for Benchmarking requirement mandates the seamless connection of GreenPulse with external data sources, allowing it to pull relevant industry benchmarks and peer performance metrics. This functionality will enable businesses to have accurate, real-time comparisons of their energy usage with similar organizations, enhancing understanding of their relative performance. It is crucial for ensuring that the benchmarking feature is robust and reliable, providing actionable insights that can drive energy efficiency. The integration will not only enrich the user experience but also empower organizations to make data-driven decisions toward sustainability.
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Acceptance Criteria
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Integration of GreenPulse API with external industry data sources is successfully established for benchmarking energy performance.
Given that the API integration is established, when an external industry benchmark data request is made, then the system should return relevant energy performance metrics within 2 seconds, validating the connection reliability.
Users can successfully view their energy performance in comparison to industry standards through the GreenPulse platform.
Given that the API integration is live, when a user navigates to the Energy Efficiency Benchmarking dashboard, then they should see their energy usage compared to the average of similar organizations for the last 30 days.
Real-time updates to energy performance metrics after API data retrieval is functioning correctly.
Given that new benchmark data has been pulled via the API, when this data is accessed by users, then the dashboard should reflect updated metrics immediately without a page refresh.
Accurate error handling is implemented in the API integration during benchmarking.
Given a failure in retrieving external benchmark data, when the system attempts to fetch this information, then the user should receive a clear error message indicating the issue and suggesting a retry after a few minutes.
Users have access to historical benchmarking data to track performance improvements over time.
Given that the API integration collects data over time, when a user selects a date range for benchmarking, then the platform should display a trend of their energy performance compared to industry benchmarks for that period.
The API integration supports multiple data sources for enhanced benchmarking.
Given that the platform can integrate with various external data sources, when a user selects a benchmark type, then the system should allow for comparisons of energy performance across at least three different sources within the same dashboard view.
Customizable Benchmarking Reports
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User Story
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As a sustainability officer, I want to create customized reports that highlight my organization's energy performance compared to peers, so that I can present clear progress to leadership and stakeholders.
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Description
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The Customizable Benchmarking Reports requirement allows users to generate tailored reports based on the energy efficiency data they receive. Users can choose metrics, timeframes, and comparison groups, making the reports relevant to their specific needs. This functionality will enable organizations to present findings in formats that resonate with various stakeholders, highlighting achievements and progress towards sustainability goals. This feature enhances usability and ensures that insights are actionable, helping managers communicate effectively about energy usage and drive strategic initiatives.
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Acceptance Criteria
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Users want to generate a customizable benchmarking report to compare energy efficiency metrics against industry standards for the last quarter.
Given the user is logged into the GreenPulse platform, when they select the 'Customizable Benchmarking Reports' feature, then they should be able to choose metrics, set the timeframe to 'Last Quarter', and select industry standards as the comparison group. The generated report must display the selected metrics accurately.
A facility manager needs to present a tailored report to stakeholders showing energy consumption trends over the past year.
Given the user is accessing the report generation feature, when they choose the 'Energy Consumption' metric, set the timeframe to 'Past Year', and select 'Internal Peers' as the comparison group, then the system must generate a report reflecting the accurate trends for the selected period and comparison.
Sustainability officers require a report that highlights energy usage improvements since implementing new initiatives.
Given the user is preparing a report on energy initiatives, when they select the metrics related to energy reductions and set the timeframe to 'Last Year', then the report must show a before-and-after comparison of energy usage accuracy.
A user wishes to filter benchmarking data by specific locations and departments for a detailed analysis.
Given the user is on the report generation screen, when they apply filters for 'Location' and 'Department', then the system must ensure that only data relevant to those filters is included in the generated report.
Users need to download the customizable report in multiple formats to share with different stakeholders.
Given the user has generated a benchmarking report, when they choose to download the report, then they must have options to download in PDF, Excel, and PowerPoint formats, and the downloaded files should match the report contents accurately.
Real-Time Performance Alerts
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User Story
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As a facility manager, I want to receive instant alerts when our energy use exceeds benchmark levels, so that I can take immediate action to reduce waste and improve efficiency.
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Description
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The Real-Time Performance Alerts requirement ensures that users are notified of significant deviations from expected energy efficiency benchmarks. This function will utilize machine learning algorithms to analyze energy data continuously and trigger alerts if performance falls below certain thresholds. This proactive approach helps facility managers address inefficiencies promptly, thereby preventing wastage and facilitating quicker decision-making. It is essential for maintaining optimal energy performance and responding to issues before they escalate.
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Acceptance Criteria
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User receives a real-time alert when energy consumption exceeds the predefined threshold set for their facility.
Given the facility's energy consumption is monitored in real-time, when consumption exceeds the predefined threshold, then the user receives an alert via the GreenPulse platform and an email notification within 5 minutes.
User reviews the alert history to assess the frequency and causes of deviations from benchmarks.
Given the user accesses the alert history section, when they select a specific date range, then they can view all alerts issued during that period, including details on energy performance metrics that triggered each alert.
User customization of alert thresholds based on facility-specific parameters and industry standards.
Given a user accesses the threshold settings, when they input and save new threshold values for energy consumption based on their specific parameters, then the system should validate inputs and update the alert criteria accordingly without errors.
User's response to the alert triggers an update in the energy efficiency dashboard to reflect any corrective actions taken.
Given the user acknowledges the alert and takes corrective actions, when they log the actions in the system, then the dashboard updates within 10 minutes to reflect changes in energy efficiency metrics and performance improvements.
Multiple users within an organization receive performance alerts to ensure proper response coordination.
Given the alert system is triggered, when it detects excessive energy consumption, then all assigned users across different roles within the organization receive notifications to ensure coordinated responses.
System reliability and uptime ensuring that the alert mechanism functions without failures for critical notifications.
Given the system is operational, when a critical energy performance deviation occurs, then the alert mechanism should trigger with a reliability rate of 99% or above, meaning alerts must be successfully delivered in 99 out of 100 tests over a month.
User provides feedback on the alert's relevancy and urgency after received notifications.
Given the user receives a performance alert, when they provide feedback via the platform about the alert's relevance, then this feedback is recorded in the user account and can influence future alert settings based on user preferences.
User-Friendly Dashboard Interface
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User Story
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As a user, I want to have a clean and easy-to-navigate dashboard where I can see my energy performance data alongside benchmarking information at a glance, so that I can quickly assess where we stand.
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Description
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The User-Friendly Dashboard Interface requirement focuses on designing a visually engaging and intuitive dashboard that allows users to monitor their energy performance and benchmarking results easily. The interface should present key metrics and comparisons in a clear layout, enabling quick insights into performance against industry standards. An aesthetically pleasing design, along with easy navigation, will enhance user engagement, making energy monitoring a streamlined process. This requirement is crucial for improving user adoption and ensuring effective use of the GreenPulse platform.
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Acceptance Criteria
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User Launches the Dashboard to Monitor Energy Performance
Given the user has logged into the GreenPulse platform, when they navigate to the dashboard page, then they should see a clear visual representation of key energy performance metrics, including total energy consumption, comparison against industry benchmarks, and actionable insights.
User Customizes Dashboard View for Personal Preferences
Given the user is on the dashboard page, when they use customization options to select specific metrics to display, then the dashboard should update accordingly and save those preferences for future logins.
User Navigates Between Tabs in the Dashboard Interface
Given the user is on the main dashboard, when they click on different tabs for benchmarking, insights, and reports, then the interface should seamlessly transition without performance delays and retain data integrity across tabs.
User Reviews Comprehensive Reports Generated from the Dashboard
Given the user has accessed the benchmarking tab, when they generate a report on energy performance, then the report should include comparative data presented in graphs and tables, which can be exported in multiple formats (e.g., PDF, Excel).
User Engages with Energy Alert Notifications Displayed on the Dashboard
Given the user is viewing the dashboard, when energy consumption exceeds predefined thresholds, then the dashboard should display a prominent alert notification that includes potential reasons and recommended actions.
User Receives Feedback on Dashboard Usability
Given that multiple users have interacted with the dashboard for a week, when they complete a usability survey, then the average satisfaction rating should be 4 out of 5 or higher, indicating a positive user experience.
User Accesses the Dashboard from Different Devices
Given that the user accesses the GreenPulse dashboard from a mobile device or tablet, when they log in, then the interface should be responsive and maintain functionality, ensuring all critical metrics are easily accessible.
Historical Data Analysis
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User Story
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As a sustainability officer, I want to analyze our historical energy performance against industry benchmarks, so that I can identify trends and make informed decisions for our sustainability strategies moving forward.
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Description
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The Historical Data Analysis requirement allows users to examine past energy performance data trends alongside benchmarking metrics. This feature enables organizations to understand how improvements have been made over time compared to peers, fostering a deeper understanding of their trajectory towards sustainability goals. By providing analytics over time, users can perform thorough evaluations of their strategies' efficiency and success, leading to more informed future planning and benchmarks setting.
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Acceptance Criteria
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Historical Data Access and Comparison for Facilities Managers
Given a facility manager accessing the GreenPulse platform, when they navigate to the Historical Data Analysis section, then they should be able to view energy performance data trends alongside industry benchmarks clearly displayed in a customizable dashboard.
User Engagement with Historical Trends
Given a user analyzing their historical energy performance data, when they select specific time periods for comparison, then the platform should accurately display the corresponding performance metrics and any significant improvements or declines marked for easy recognition.
Data Export and Reporting Functionality
Given a user who has conducted a thorough analysis of their energy performance data, when they choose to export the report, then the exported data should include all relevant metrics from the analysis along with benchmarking comparisons, and should be in a formatted PDF or Excel file.
Alerts for Performance Deviations
Given a facility that has been monitored for a set timeframe, when there are significant deviations from established benchmarks, then the system should trigger an automatic alert to relevant stakeholders detailing the specific areas of concern and suggested actions.
Integration with External Benchmarking APIs
Given that the platform is designed for seamless integration, when the Historical Data Analysis feature is used, then it should accurately pull and display data from external benchmarking APIs for comparisons without any data loss or inaccuracies.
User Training and Support Materials Availability
Given that users need to effectively utilize the Historical Data Analysis feature, when they access the help section of GreenPulse, then they should find comprehensive training materials, including tutorials and FAQs specific to using the Historical Data Analysis tool.
Executive Summary Cards
Executive Summary Cards present key sustainability metrics in a visually engaging format, allowing leaders to quickly grasp core performance indicators at a glance. Each card features concise data visualizations and highlights critical success factors, ensuring that decision-makers can swiftly assess their organization's sustainability standing and identify areas for improvement.
Requirements
Dynamic Data Visualization
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User Story
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As a facility manager, I want to customize my dashboard with key sustainability metrics so that I can monitor performance and identify energy wastage trends in real-time.
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Description
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The Dynamic Data Visualization requirement involves the implementation of real-time, interactive graphics that showcase key sustainability metrics. This feature will allow users to customize their dashboards, selecting which data points they would like to track, such as energy consumption, carbon footprint, and cost savings. The benefit is that users can visualize trends over time and easily identify anomalies, which aids in informed decision-making. Integration with existing data sources will ensure accuracy and relevance of the displayed information, thus enhancing the overall functionality of GreenPulse.
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Acceptance Criteria
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Executive Summary Users are customizing their dashboards to monitor specific sustainability metrics relevant to their departments during a quarterly review meeting.
Given a user has access to the customization interface, when they select specific sustainability metrics for visualization, then the dashboard updates in real-time to reflect these selections without noticeable delays.
Facility managers regularly assess energy consumption trends during monthly sustainability strategy sessions using Executive Summary Cards.
Given a user accesses the Executive Summary Cards feature, when they view the selected metrics, then the displayed data must be accurate and reflective of the most recent data available, updated within the last 24 hours.
During an unexpected spike in energy usage, the facility management team uses the dashboard to investigate anomalies.
Given there is a spike in energy usage detected, when the user accesses the dashboard, then they are able to view the data trends and see highlighted anomalies clearly marked on the visualization.
In preparation for a high-stakes investor presentation, sustainability officers need to showcase the company's carbon footprint and cost savings through the Executive Summary Cards.
Given the user is preparing for a presentation, when they request the Executive Summary Cards feature, then the cards should render in a visually engaging format displaying the required metrics without technical issues.
Sustainability officers are conducting a compliance audit and need to verify the accuracy of the displayed metrics against the organization's historical data.
Given the user is reviewing the sustainability metrics displayed on the dashboard, when they compare it against historical data, then the current metrics should align closely with the verified historical records, with discrepancies highlighted for review.
An executive team is analyzing the effectiveness of their sustainability initiatives based on the visual data provided by GreenPulse.
Given the user is part of the executive team, when they interact with the Executive Summary Cards, then the data visualizations should allow easy filtering and sorting of metrics to evaluate various initiatives' performances.
Automated Reporting Tool
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User Story
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As a sustainability officer, I want to receive automated sustainability reports so that I can save time and have consistent updates on our energy performance without having to generate reports manually.
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Description
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The Automated Reporting Tool requirement encompasses the development of a feature that generates scheduled sustainability reports automatically. These reports will provide insights into energy usage, cost savings, and areas needing improvement based on pre-defined metrics set by the user. The benefit is time savings for sustainability officers and better tracking of progress towards sustainability goals. The tool will integrate with the system's analytics to provide data-driven insights that help inform stakeholders about the organization’s performance.
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Acceptance Criteria
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Scheduled Reporting for Weekly Energy Usage
Given the user has configured a weekly report schedule, when the schedule triggers, then the system generates and emails a report summarizing energy usage for the past week.
Customization of Reporting Metrics
Given the user accesses the reporting tool settings, when they select specific metrics to include in the report, then those metrics are reflected accurately in the generated report.
Integration with Existing Analytics Systems
Given the user's facility metrics are integrated with the analytics system, when a report is generated, then the report includes data sourced from the integrated systems without discrepancies.
Error Handling in Report Generation
Given there is an error during report generation, when the error occurs, then the system logs the error and sends a notification to the user detailing the issue.
Exporting Reports in Different Formats
Given the user has generated a report, when they choose to export the report, then the system allows exporting in multiple formats (PDF, Excel, CSV).
User Permissions for Report Access
Given the user is assigned specific roles, when they attempt to access generated reports, then their access is determined based on their role's permissions.
Visual Data Representation in Reports
Given a report is generated, when the report is viewed, then it includes visual representations (graphs/charts) of key metrics for easier interpretation.
Benchmark Comparison Feature
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User Story
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As a facility manager, I want to compare our sustainability metrics with industry benchmarks so that I can identify areas where we can improve and become more competitive in our sustainability initiatives.
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Description
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The Benchmark Comparison Feature allows users to compare their company's sustainability metrics against industry standards and competitors. This requirement will provide insights into where the organization stands in relation to others, helping facility managers and sustainability officers set realistic targets for improvement. The impact includes driving motivation for teams to adopt best practices and strategies within the organization to enhance energy efficiency, thereby leading to reduced costs and improved environmental impacts. Seamless integration with external databases that track industry benchmarks will be essential.
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Acceptance Criteria
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Executive Summary Cards display benchmarking results alongside industry standards during a quarterly sustainability review meeting.
Given that the user accesses the Executive Summary Cards, When they select the Benchmark Comparison Feature, Then they should see a clear visual representation of their metrics against industry standards, updated in real-time.
Facility managers use the Benchmark Comparison Feature to assess their energy usage against competitors.
Given that the user inputs their organization's sustainability data, When they activate the Benchmark Comparison Feature, Then the system must accurately pull and display relevant competitor data for the selected metrics.
Sustainability officers set improvement targets based on the Benchmark Comparison results during a strategy planning session.
Given that the user has displayed the Benchmark Comparison data, When they review the results, Then they should be able to identify at least three specific areas where their organization can improve based on quantitatively defined benchmarks.
Users share Benchmark Comparison results with stakeholders through the GreenPulse platform.
Given that the user has generated Benchmark Comparison results, When they click the share button, Then the engagement metric for the shared results should report a minimum of 75% stakeholder participation in the review.
External databases are integrated with GreenPulse to provide real-time benchmark data comparison.
Given that the system is connected to external databases, When the user retrieves benchmark comparison data, Then the data must reflect the most recent industry standards within the last 30 days.
Users customize the Benchmark Comparison metrics displayed on the Executive Summary Cards.
Given that the user accesses the settings for Executive Summary Cards, When they select which metrics to display for benchmark comparison, Then the platform must update the displayed information accordingly without errors.
User Role Management System
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User Story
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As an IT administrator, I want to manage user access and roles within the GreenPulse platform so that I can ensure that sensitive sustainability data is protected and only accessible to authorized users.
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Description
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The User Role Management System requirement will enable the administration of user access levels and permissions within the GreenPulse platform. This feature is vital for ensuring that sensitive data is only accessible to authorized personnel while allowing broader access to other stakeholders as appropriate. The user role management will enhance security and facilitate collaboration among different teams. It will integrate with the existing user authentication system to provide a seamless user experience while ensuring compliance with data protection regulations.
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Acceptance Criteria
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User Access Control for Facility Managers
Given a facility manager logs into the GreenPulse platform, when they attempt to access sensitive reports, then they should be granted access if their role allows it; otherwise, they should receive a permission denied message.
Role Modification by Admin Users
Given an admin user has successfully logged in, when they modify a user's role from 'Viewer' to 'Editor', then the changes should reflect immediately across the platform and the user should receive a notification of their new role.
Integration with Existing Authentication System
Given the User Role Management System is implemented, when a user logs in using their credentials, then their access level should be verified against the User Role Management System and appropriate permissions assigned accordingly.
Monitoring User Access and Activity
Given the User Role Management System is functional, when an admin views the activity log, then they should see an accurate history of all user logins, role changes, and access attempts, with timestamps and user details.
User Role Hierarchy Enforcement
Given multiple user roles are defined, when a user with 'Viewer' role attempts to access features exclusive to 'Admin' role, then they should be blocked from accessing those features with an informative message.
Compliance with Data Protection Regulations
Given the User Role Management System has been deployed, when an audit is conducted, then all user roles and permissions should comply with applicable data protection regulations, documented and reportable.
Customizable User Roles for Enhanced Flexibility
Given a user is creating a new role within the User Role Management System, when they specify permissions for the role, then those permissions should save correctly and be available for assignment to other users immediately.
Real-time Notification Alerts
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User Story
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As a facility manager, I want to receive real-time alerts for key sustainability metrics so that I can quickly address any issues related to energy usage and prevent further wastage.
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Description
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The Real-time Notification Alerts requirement enables the platform to send instant alerts to users when certain sustainability metrics exceed predefined thresholds. This proactive approach allows facility managers to react quickly to potential energy inefficiencies or anomalies. By customizing alert parameters, users ensure that they are notified about critical scenarios relevant to their operational needs. Integrating this function with mobile and email notifications will ensure accessibility and immediate response capabilities for users.
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Acceptance Criteria
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User Customizes Alert Thresholds for Energy Usage
Given a user accesses the alerts settings, when they input specific thresholds for energy usage metrics, then the system should save these thresholds and immediately notify the user when metrics exceed these values.
User Receives Notification via Mobile App
Given that a predefined sustainability metric threshold is exceeded, when the notification settings are enabled, then the user should receive an instant alert on their mobile device within 5 seconds of the threshold being crossed.
User Receives Email Notification for Multiple Metrics
Given that multiple sustainability metrics exceed their predefined thresholds, when the alert system triggers notifications, then the user should receive an email summarizing all exceeded metrics within 1 minute of the first alert event.
User Views Alert History
Given a user accesses the notification history feature, when they look for past alerts, then the system should display a complete history of all sent alerts, including timestamps and metrics affected, from the last 30 days.
Alerts Functionality under Load Conditions
Given that the system is under high load conditions, when the threshold for energy usage is exceeded, then the system must still send the alert notifications within the defined timeframes without any delays or failures.
User Tests Custom Alert Settings
Given a user sets a test threshold for a specific metric, when the metric reaches that threshold during a test scenario, then the system must trigger a notification to confirm the alert functionality works correctly.
User Interface for Alert Management
Given the user accesses the alert configuration page, when they use the interface to modify alert settings, then the changes must be reflected immediately, and a success message should be displayed confirming the update.
Interactive User Training Module
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User Story
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As a new user of GreenPulse, I want an interactive training module so that I can learn how to effectively use the platform and understand the analytics features without external assistance.
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Description
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The Interactive User Training Module requirement focuses on providing an engaging training solution for new users of the GreenPulse platform. This feature will include interactive tutorials that guide users through the various functionalities of the platform, ensuring they understand how to access and analyze sustainability data effectively. The benefit of this module is to reduce the learning curve for new users and enhance user adoption rates. It will also allow for integration with feedback mechanisms to continuously improve training materials based on user experiences.
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Acceptance Criteria
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New users leverage the Interactive User Training Module to onboard onto the GreenPulse platform without prior experience.
Given a new user accesses the Interactive User Training Module, when they complete the tutorials, then they should demonstrate proficiency by correctly answering at least 80% of the quiz questions related to platform functionalities.
Facility managers utilize the training module to understand advanced analytics and reporting tools within GreenPulse.
Given a facility manager interacts with the training module for advanced analytics, when they finish the segment, then they should be able to generate a report using provided data in under 5 minutes.
Users provide feedback on the training module to facilitate continuous improvement.
Given a user completes the training module, when they submit feedback through the integrated form, then their responses should be collected and categorized for review in the next development sprint.
A sustainability officer uses the training module to analyze sustainability data effectively.
Given a sustainability officer completes the training, when they attempt to analyze data for sustainability metrics, then they should identify at least three areas of potential improvement based on the training received.
New users track their progress using the training module's built-in tracking feature.
Given a new user engages with the training module, when they log in, then they should see their completion percentage and a checklist of remaining tutorials in their dashboard.
Integration of feedback mechanism allows users to suggest improvements to the training materials.
Given a user accesses the feedback feature, when they submit a suggestion for improvement, then the suggestion should be logged and visible to the development team for consideration.
Goal Progress Tracker
The Goal Progress Tracker offers executives a dynamic tool for monitoring the organization’s performance against established sustainability targets. Displaying current progress, milestones achieved, and upcoming objectives, this feature provides leaders with actionable insights that facilitate timely decision-making and foster a culture of accountability.
Requirements
Dynamic Goal Visualization
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User Story
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As an executive, I want to dynamically visualize our progress towards sustainability targets so that I can quickly identify areas of improvement and communicate our performance effectively to stakeholders.
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Description
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The Dynamic Goal Visualization requirement allows users to view and interact with real-time data related to their sustainability targets. This feature will utilize advanced data analytics to create dynamic graphs and charts that reflect current progress, milestones achieved, and future objectives. By providing intuitive visual representations, this feature enhances clarity and engagement for users, promoting better understanding of sustainability performance and enabling more informed interactions during meetings and presentations across the organization.
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Acceptance Criteria
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User Interaction with Dynamic Goal Visualization during Quarterly Sustainability Review Meeting
Given that the executive is reviewing sustainability performance in the Goal Progress Tracker, when they access the Dynamic Goal Visualization, then they should see real-time graphs displaying progress against established sustainability targets, including visual indicators for milestones achieved and future objectives.
Admin Customization of Visualization Parameters
Given that an admin user is setting up visualizations for specific sustainability goals, when they adjust parameters such as target date and metrics, then the graphs and charts displayed should update dynamically to reflect the new parameters accurately without reloading the page.
Mobile Access to Dynamic Goal Visualization
Given that a facility manager is on-site and needs to present sustainability progress, when they access the Goal Progress Tracker via a mobile device, then the Dynamic Goal Visualization should be fully responsive, allowing them to interact with and view data seamlessly.
Integration of Historical Data in Dynamic Goal Visualization
Given that users want insights into long-term sustainability trends, when they select the option to include historical data in the visualization, then the graphs should accurately reflect both current progress and historical performance over specified periods.
Exporting Dynamic Visualizations for Reporting
Given that an executive wants to include visualizations in a sustainability report, when they select the export option, then the resulting file should accurately capture all graphs and charts in a format suitable for presentations (e.g., PDF or PPT) without loss of quality or data integrity.
User Feedback on Dynamic Goal Visualization Usability
Given that the Dynamic Goal Visualization feature is live, when users provide feedback through an embedded feedback form, then at least 80% of the feedback should indicate that the feature enhances their understanding of sustainability performance and aids decision-making.
Milestone Notifications
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User Story
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As a facility manager, I want to receive notifications about upcoming milestones so that I can prepare my team and ensure we meet our sustainability targets.
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Description
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The Milestone Notifications requirement ensures that users receive timely alerts regarding important milestone achievements toward sustainability goals. This feature will leverage push notifications and email alerts to inform users of progress, reminders for upcoming milestones, or any adjustments needed to stay on track. By keeping users informed, this feature motivates the team and encourages accountability, ensuring that progress towards sustainability is continuously monitored and that stakeholders are always aware of key developments.
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Acceptance Criteria
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Users receive immediate alerts for milestone achievements every time a milestone is reached in their sustainability goals, ensuring they are always informed and motivated.
Given a user has set sustainability milestones, when a milestone is reached, then the user receives a push notification and an email alert regarding the achievement.
Users are reminded of upcoming milestones to ensure they can take necessary actions for timely completion.
Given a user has set sustainability milestones, when a milestone is approaching within 7 days, then the user receives a reminder notification via email and push notification.
Users can view a history of milestone notifications to track their progress over time.
Given a user is logged into the GreenPulse platform, when they access the milestone notifications history section, then they can see a detailed list of past notifications, including dates and milestone descriptions.
Users can customize notification preferences to receive alerts via their preferred channels (email, push notification).
Given a user is in their notification settings, when they adjust their preferences for milestone notifications, then those preferences should save and apply to all future notifications.
Users have the ability to snooze or dismiss notifications based on their availability to respond to milestone updates.
Given a user receives a milestone notification, when they choose to snooze or dismiss it, then the system records their choice and adjusts future notification frequency accordingly.
Admin users can configure the conditions under which specific milestone notifications are triggered based on user roles and needs.
Given an admin user is accessing notification settings, when they configure milestone notification rules, then these configurations should take effect immediately and inform relevant users as per the defined parameters.
Users can provide feedback on milestone notifications to improve the effectiveness of the alerts they receive.
Given a user receives a milestone notification, when they provide feedback regarding its usefulness, then the feedback is captured and stored for analysis to enhance future notification mechanisms.
Collaborative Reporting Tools
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User Story
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As a sustainability officer, I want to collaborate with my team on sustainability reports so that I can integrate diverse perspectives and improve the quality of our performance evaluations.
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Description
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The Collaborative Reporting Tools requirement will provide users with the ability to create, share, and collaborate on sustainability reports within the platform. This functionality will allow teams to contribute insights, recommendations, and progress indicators to a central report, fostering a culture of collaboration and shared responsibility for achieving sustainability goals. With templates and customizable reporting options, the feature aims to simplify the reporting process, enabling effective communication of sustainability performance both internally and externally.
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Acceptance Criteria
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Users are able to create a new sustainability report from the GreenPulse platform, selecting a template that includes predefined sections for goals, metrics, and recommendations.
Given a user has logged into the GreenPulse platform, when they navigate to the reporting section and select 'Create New Report', then they should be presented with a variety of customizable report templates to choose from.
Multiple users are able to contribute simultaneously to a sustainability report in real-time, allowing for effective collaboration and updates.
Given multiple users are accessing the same sustainability report, when one user adds a comment or changes a metric, then all other users should see these updates reflected in real-time without needing to refresh the page.
Users need to share the completed sustainability report with stakeholders both internally and externally from the platform.
Given a user has finalized a sustainability report, when they select the 'Share' option, then they should be able to send the report via email or generate a shareable link that allows stakeholders access to the document.
Users should have access to version control to track changes made to the sustainability reports over time.
Given a user is viewing a collaborative sustainability report, when they select 'View Change History', then they should see a list of all previous versions, including timestamps and names of users who made changes.
Users can download the sustainability report in various formats (PDF, Excel, etc.) for external use or presentation purposes.
Given a user has completed a sustainability report, when they choose the 'Download' option, then they should be able to select from multiple file formats and initiate the download successfully.
The reporting tool should allow users to customize specific sections of the report with their own insights and recommendations based on data analytics provided by the platform.
Given a user is editing a sustainability report, when they access the customizable sections, then they should be able to input their own text and data, and have this saved automatically in the report for future reference.
Interactive Comparison Tool
The Interactive Comparison Tool enables executives to benchmark their organization’s sustainability metrics against industry standards or peer competitors. This feature highlights where the organization stands in relation to others, encouraging targeted improvements and strategic initiatives that drive competitive advantage in sustainability.
Requirements
Real-Time Benchmarking
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User Story
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As a sustainability officer, I want to compare my organization’s sustainability metrics in real-time against industry leaders so that I can identify areas where we need to improve and strategize accordingly.
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Description
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The Real-Time Benchmarking requirement enables the Interactive Comparison Tool to fetch and display the most current sustainability metrics of industry standards and peer competitors. This feature requires seamless integration with external data sources to ensure accuracy, providing users with up-to-date insights that empower informed decision-making. The tool will highlight key performance indicators such as energy usage, waste management, and carbon footprint, allowing organizations to identify areas for improvement. This requirement is vital in equipping users with actionable insights that foster strategic initiatives toward sustainability goals, encouraging both efficiency and competitiveness in the market.
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Acceptance Criteria
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Real-Time Benchmarking of Sustainability Metrics against Peer Comparators
Given that a user accesses the Interactive Comparison Tool, When they select a specific industry standard or peer competitor, Then the tool should fetch and display real-time sustainability metrics within 5 seconds, including energy usage, waste management, and carbon footprint.
Accuracy of Integrated Data from External Sources
Given that the Interactive Comparison Tool integrates with external data sources, When the user requests data comparison, Then the metrics displayed should have at least a 95% accuracy rate based on verified data from those sources.
User Customization of Comparison Metrics
Given that a user wants to customize the metrics displayed in the Interactive Comparison Tool, When they select specific key performance indicators (KPIs), Then the tool should allow the user to choose from a list of at least 10 available KPIs for comparison.
Visualization of Benchmarking Results
Given that the tool fetches real-time benchmark data, When the user views the results, Then the benchmarking outcomes should be presented in a visually appealing format with at least 3 different graph types (bar chart, line graph, and pie chart) for user analysis.
Historical Comparison Feature in Benchmarking Tool
Given that the user views benchmarking results, When the user opts to view historical data, Then the tool should provide access to at least 12 months of historical sustainability metrics for comparative analysis.
Stakeholder Collaboration via the Benchmarking Tool
Given that multiple users from an organization need to discuss sustainability metrics, When they access the Interactive Comparison Tool, Then the tool should allow at least 5 users to collaborate simultaneously on the metrics displayed.
Notification of Significant Metric Changes
Given that the real-time benchmark data is updated, When there is a significant change in any metric (20% variance), Then the tool should notify the user through a pop-up alert indicating the changes and its implications on sustainability targets.
Customizable Comparison Metrics
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User Story
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As an executive, I want to customize the sustainability metrics I compare against so that the insights I receive are relevant to my organization’s specific sustainability targets.
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Description
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The Customizable Comparison Metrics requirement empowers users to select specific metrics and benchmarks for their comparative analysis within the Interactive Comparison Tool. Users can tailor the parameters based on their unique goals and industry relevance, giving them the flexibility to focus on sustainability aspects that matter most to their organization. This requirement enhances user engagement and ensures that the insights generated are aligned with their strategic objectives. Users will be able to choose metrics such as energy efficiency, waste reduction, and renewable energy usage, facilitating personalized analysis and reporting.
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Acceptance Criteria
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User selects metrics for comparison in the Interactive Comparison Tool during a sustainability strategy meeting.
Given the user has access to the Interactive Comparison Tool, when they navigate to the metrics selection screen and choose at least three specific metrics relevant to their organization, then the system should save these selections and allow the user to initiate a comparison based on the chosen metrics.
An executive modifies selected comparison metrics and saves changes for future analysis.
Given an executive is on the metrics selection page, when they modify the selected metrics and click the save button, then the system should confirm the changes and reflect the updated metrics in future comparison analyses.
User generates a comparison report based on customized metrics in the Interactive Comparison Tool.
Given a user has selected metrics and initiated a comparison, when they generate the report, then the system should produce a comprehensive report that accurately reflects the user-selected metrics against industry standards or peers.
User accesses the Interactive Comparison Tool and reviews pre-set metrics against various benchmarks.
Given the user is evaluating sustainability benchmarks, when they access the Interactive Comparison Tool, then they should see default metrics available for comparison, along with an option to customize these metrics as per their preferences.
User removes a selected comparison metric in the Interactive Comparison Tool.
Given the user has previously selected comparison metrics, when they deselect one metric and click the update button, then the system should remove the deselected metric from the comparison list and confirm the update to the user.
A facility manager explains to team members how to customize comparison metrics for targeted sustainability initiatives.
Given the facility manager is conducting a training session, when they demonstrate the process of customizing metrics in the Interactive Comparison Tool, then team members should be able to replicate the process without assistance by the end of the session.
User receives a reminder to review customized metrics based on their strategic sustainability goals.
Given the user has set specific strategic sustainability goals within the platform, when the time for review approaches, then the system should send a reminder to the user prompting them to assess their customized comparison metrics.
Visual Data Representation
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User Story
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As a facility manager, I want to see my organization’s sustainability data visualized clearly so that I can easily communicate our performance and progress to our stakeholders during meetings.
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Description
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The Visual Data Representation requirement ensures that all comparison results generated by the Interactive Comparison Tool are presented in an intuitive and engaging manner. The system must support various visual formats such as graphs, charts, and tables, making it easy for users to interpret complex data at a glance. This requirement is critical for users who may not have a technical background, allowing them to quickly understand their organization’s performance relative to benchmarks. Additionally, visual representation enhances presentations to stakeholders by clearly illustrating progress and areas requiring attention, thus supporting strategic discussions.
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Acceptance Criteria
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Interactive Comparison Tool displays organization’s sustainability metrics against industry benchmarks for quarterly review meeting.
Given a user selects the Interactive Comparison Tool, when the data is loaded, then the comparison results must be displayed in at least three different visual formats (graph, chart, and table)
Facility managers review the visual representation of energy savings during a stakeholder presentation.
Given the comparison results are generated, when viewed by stakeholders, then at least 80% of stakeholders must report the data as clear and easily understandable in a follow-up survey.
Executives need to quickly access and interpret the sustainability metrics at an industry conference.
Given the user accesses the Interactive Comparison Tool on a mobile device, when the user selects the comparison, then the visual representation must load within 3 seconds and be fully responsive to different screen sizes.
Users want to customize the visual display during a team meeting.
Given the Interactive Comparison Tool is accessed, when the user selects customization options, then they should be able to change colors, chart types, and data ranges without refreshing the page.
Comparative metrics are analyzed for internal strategy development.
Given the comparison results show areas for improvement, when the results are analyzed, then at least two actionable insights for strategic initiatives should be generated and presented clearly in the visuals.
An executive team conducts a review based on sustainability progress over the past year.
Given the users select the specific date range for comparison, when results are generated, then all data visualizations must accurately reflect the selected date range without errors.
The company's sustainability officer shares visual reports with the board of directors.
Given that visual data is prepared, when shared via email, then the generated report must include a PDF option that maintains the visual formatting as displayed in the tool.
Insightful Trend Forecasting
Insightful Trend Forecasting utilizes historical and real-time data to project future sustainability outcomes based on current trajectories. By equipping leaders with predictive analytics, this feature enhances strategic planning capabilities, allowing for informed decisions that align with long-term sustainability goals and regulatory compliance.
Requirements
Predictive Analytics Engine
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User Story
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As a sustainability officer, I want to forecast future sustainability outcomes based on current energy consumption trends so that I can develop strategic plans that align with our environmental goals.
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Description
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The Predictive Analytics Engine is a core component of the Insightful Trend Forecasting feature that utilizes advanced algorithms to analyze historical and real-time energy consumption data. It identifies patterns and trends to generate accurate forecasts of future sustainability outcomes. This requirement is pivotal for enabling facility managers and sustainability officers to make data-driven decisions that align with their long-term sustainability goals and adhere to regulatory compliance. Integrating seamlessly with existing dashboards, the engine enhances user experience by presenting actionable insights that help organizations reduce energy wastage and operational costs.
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Acceptance Criteria
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User implements predictive analytics to forecast energy consumption trends based on historical data patterns over the last year.
Given that the user has access to historical energy data, When they input this data into the Predictive Analytics Engine, Then the engine generates forecasts with at least 90% accuracy based on validation tests against actual consumption.
Facility managers want to analyze real-time energy usage in order to adjust consumption patterns for sustainability goals.
Given that real-time data is streaming into the Predictive Analytics Engine, When a facility manager queries the analytics, Then the system must display actionable insights within 5 seconds.
Sustainability officers are required to meet regulatory compliance and need to generate reports on energy usage forecasts.
Given that the Predictive Analytics Engine has generated forecasts, When the sustainability officer requests a report, Then the system must provide a comprehensive report including visual trends and compliance markers within 10 minutes.
Users wish to visualize energy consumption forecasts alongside their current usage in the dashboard.
Given that the user is on the dashboard, When they select the ‘Forecast’ option, Then the interface must overlay forecast data onto current energy consumption graphs seamlessly without data loss.
The organization seeks to assess the accuracy of the predictive models over time for continuous improvement.
Given that multiple forecast models have been generated, When the user analyzes the forecasts against actual energy usage each month, Then the accuracy of each model must be documented and maintained to a standard of 85% or higher.
After deploying the predictive analytics feature, organizations want feedback from users about its effectiveness.
Given that the Predictive Analytics Engine is in use, When a user completes a feedback survey, Then the system must achieve a satisfaction rating of at least 4 out of 5 from the users consulted within the first month of use.
Users need the predictive analytics to adapt based on changing energy consumption patterns without manual adjustments.
Given that users have modified their energy consumption settings, When the new data is fed into the Predictive Analytics Engine, Then the engine must automatically adjust its forecasting algorithms to improve forecasting accuracy by at least 10% based on historical usage post-adjustment.
Customizable Reporting Dashboard
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User Story
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As a facility manager, I want to customize my reporting dashboard so that I can focus on the specific data points relevant to our sustainability initiatives.
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Description
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The Customizable Reporting Dashboard feature allows users to create personalized views of their energy consumption metrics and sustainability progress. Users can select which data points to display, configure layouts, and generate reports that are tailored to their specific needs. This flexibility empowers facility managers and stakeholders to visualize the most relevant information at a glance, thereby facilitating informed decision-making and enhancing collaboration. This requirement promotes user engagement and ensures that the data presented aligns with the unique goals and objectives of each organization.
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Acceptance Criteria
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User Customization of Dashboard Layout for Energy Metrics
Given a user logged into the GreenPulse platform, When they navigate to the Customizable Reporting Dashboard, Then they can drag and drop data points to rearrange the layout according to their preferences, and the layout is saved for future sessions.
Data Point Selection for Reporting
Given a user accessing the Customizable Reporting Dashboard, When they select specific energy consumption metrics from a provided list, Then the selected data points are displayed on the dashboard, clearly reflecting the choices made by the user.
Generation of Custom Reports from Selected Metrics
Given a user in the Customizable Reporting Dashboard, When they generate a report based on the selected metrics, Then the system produces a downloadable report that reflects the user’s configurations and includes graphical representations of the chosen data.
Real-time Update of Dashboard Metrics
Given a user viewing the Customizable Reporting Dashboard, When an energy consumption value changes in real-time, Then the dashboard updates automatically to reflect the new value without requiring a page refresh.
Save and Retrieve Customized Dashboard Settings
Given a user customizing their reporting dashboard, When they save their settings, Then the next time they log in, the dashboard displays their personalized layout and selected metrics as intended.
User Accessibility of the Customizable Reporting Dashboard
Given a user with diverse abilities accessing the Customizable Reporting Dashboard, When they navigate the dashboard, Then all elements are accessible via keyboard navigation and support screen readers, ensuring usability for all users.
Feedback Loop for Dashboard Usability
Given a user interacting with the Customizable Reporting Dashboard, When they provide feedback on usability, Then the system captures and stores the feedback for future improvements, ensuring ongoing enhancement of user experience.
Real-Time Alerts and Notifications
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User Story
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As a facility manager, I want to receive real-time alerts when our energy consumption exceeds defined limits so that I can take immediate corrective action to prevent waste.
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Description
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The Real-Time Alerts and Notifications feature is designed to keep users informed of critical changes in energy usage trends and sustainability metrics as they occur. Through configurable thresholds, users can receive alerts via email or in-app notifications when energy consumption exceeds defined limits or when significant improvements in efficiency are achieved. This real-time capability allows for prompt actions to be taken, reducing waste and optimizing resource usage. By ensuring that users are immediately aware of important changes, this requirement enhances responsiveness and proactive management of energy resources.
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Acceptance Criteria
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User receives real-time alerts when energy consumption exceeds predefined thresholds during peak operational hours.
Given the user has set specific energy consumption thresholds, When the energy usage exceeds those thresholds during operational hours, Then the user receives an immediate email and in-app notification.
Users can configure and adjust alert thresholds for different time periods or operational scenarios.
Given the user accesses the alert settings, When the user modifies the energy consumption thresholds and saves the changes, Then the new thresholds are updated and applied immediately without requiring system restart.
Users receive notifications for significant efficiency improvements achieved compared to historical data.
Given the system analyzes real-time efficiency metrics, When there is a significant improvement compared to historical data, Then the user receives an in-app notification detailing the improvement.
Users are able to view and manage their notification preferences within the app efficiently.
Given the user navigates to the notification settings, When the user updates their preferences, Then the system accurately reflects these changes and allows for different alerts for different metrics.
Users can review a history of alerts received over a specified time frame.
Given the user accesses the alert history section, When the user selects a time period for review, Then the system displays a complete list of alerts received within that time frame.
Real-time alert delivery mechanism performs consistently without delay.
Given a system stress test scenario, When energy consumption exceeds thresholds during simulated high-usage, Then alerts are sent out within 5 seconds without any failures or delays.
System provides a summary of alerts in a daily or weekly report format.
Given the user opts in for report summaries, When the specified reporting period ends, Then the system generates and sends a summary report of all alerts to the user via email.
Data Integration APIs
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User Story
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As an IT manager, I want to integrate GreenPulse with our existing energy management systems so that I can ensure a holistic view of our energy consumption from all platforms.
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Description
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The Data Integration APIs requirement encompasses the development of robust APIs to facilitate seamless integration between GreenPulse and third-party systems, such as energy management solutions, HVAC systems, and building management software. It ensures that data can be exchanged efficiently and that users can leverage existing technologies within their organizations. This interoperability not only enriches the user experience by consolidating information but also enhances the overall effectiveness of the platform by allowing for comprehensive energy management strategies that utilize data from various sources.
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Acceptance Criteria
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Integration of GreenPulse with HVAC Systems
Given a third-party HVAC system is connected to GreenPulse, When real-time temperature data is sent from the HVAC system, Then GreenPulse should successfully receive and display this data on the dashboard within 5 seconds.
Data Consolidation from Multiple Sources
Given several third-party systems (energy management solutions, building management software) are integrated with GreenPulse, When querying energy usage data, Then the system should aggregate data from all sources and present a unified report without discrepancies.
User Authentication for API Access
Given an API key issued to a user for GreenPulse, When the user attempts to access the Data Integration APIs, Then the system should validate the API key and grant access only if it is valid and active.
Error Handling for Data Transmission Failures
Given a third-party system fails to send data due to network issues, When the connection is restored, Then GreenPulse should automatically attempt to retrieve and sync the missing data without user intervention.
Real-time Data Visualization
Given data from integrated systems is being received, When viewing the GreenPulse dashboard, Then the displayed data should refresh automatically every minute to reflect the most current information available.
User Documentation and API Guides Availability
Given the launch of Data Integration APIs, When a user accesses the GreenPulse website, Then comprehensive documentation and guides for using the APIs should be readily available and easily navigable.
Customizable API Endpoints for User Needs
Given an integrated third-party application, When the user configures API settings, Then they should be able to customize the endpoints to match their data retrieval needs without requiring developer assistance.
User Training and Onboarding Module
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User Story
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As a new user, I want access to training resources and tutorials on how to use the Insightful Trend Forecasting feature so that I can effectively utilize it to achieve our sustainability targets.
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Description
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The User Training and Onboarding Module is designed to provide comprehensive training resources and tutorials to help new users familiarize themselves with the GreenPulse platform and its features. This requirement ensures that users can effectively leverage the capabilities of Insightful Trend Forecasting, thereby maximizing the platform's value. Through interactive tutorials, webinars, and documentation, users will gain the necessary knowledge to navigate the interface and utilize predictive analytics for improved sustainability outcomes. This investment in training is expected to lead to higher user satisfaction and better adoption rates.
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Acceptance Criteria
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User successfully completes the onboarding process and feels confident in using the GreenPulse platform.
Given a new user has registered for GreenPulse, when they access the onboarding module, then they should be able to view and complete all training resources with at least 90% completion rate before accessing the platform features.
User utilizes predictive analytics tools after completing the training module.
Given a successful completion of the user training and onboarding module, when the user attempts to access Insightful Trend Forecasting, then they should be able to interpret at least 3 predictive analytics reports without additional assistance.
User provides feedback on the training resources after completing the onboarding process.
Given the user has completed the training, when they submit feedback, then they should be able to rate the training resources with a minimum average score of 4 out of 5 and provide qualitative comments.
User accesses the interactive tutorials to learn about specific features of the GreenPulse platform.
Given a user is in the onboarding module, when they select the interactive tutorial for Insightful Trend Forecasting, then they should complete the tutorial within 15 minutes and pass a knowledge check at the end with at least 80% correctness.
User participates in a live webinar about utilizing predictive analytics effectively.
Given a user registers for the live webinar, when they attend and complete the session, then they should be able to demonstrate understanding by engaging in a Q&A session post-webinar and ask at least 2 relevant questions.
User encounters a help guide while navigating the platform after training.
Given a user is now familiar with the GreenPulse platform, when they access the help guide, then there should be a minimum of 10 helpful articles available that directly relate to the features covered in the training sessions.
Customizable Report Builder
The Customizable Report Builder empowers executives to generate tailored sustainability reports that align with their specific interests and stakeholder needs. Users can select relevant metrics, data visualizations, and narratives to create comprehensive reports, streamlining communications around sustainability initiatives and reinforcing the organization’s commitment to eco-friendly practices.
Requirements
Metric Selection Mechanism
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User Story
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As an executive, I want to select specific sustainability metrics for my reports so that I can present information that is relevant to my stakeholders' interests.
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Description
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The Metric Selection Mechanism allows users to choose from a predefined list of metrics relevant to sustainability reporting. This functionality is crucial because it enables users to tailor their reports based on industry-specific benchmarks and organizational goals. By providing a diverse set of metrics, users can focus on the most pertinent data for their reports, ensuring that stakeholders receive the most relevant insights. The implementation of this requirement will enhance user engagement and facilitate more effective decision-making by aligning metrics with user objectives.
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Acceptance Criteria
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User selects metrics from a predefined list for a sustainability report.
Given the user accesses the Metric Selection Mechanism, when they choose metrics from the predefined list, then the selected metrics should be displayed in the report preview and saved for generating the final report.
User generates a report after selecting metrics using the Metric Selection Mechanism.
Given a user has selected the required metrics, when they click on the generate report button, then a report should be created containing only the selected metrics in the specified format (PDF, Excel, etc.).
User attempts to select more metrics than allowed for generating a report.
Given the user is using the Metric Selection Mechanism, when they try to select metrics exceeding the maximum limit, then an error message should be displayed preventing further selections until criteria compliance is met.
User modifies their selection of metrics before generating the report.
Given the user has initially selected metrics, when they change their selection and save, then the report should reflect the latest selection and update the preview accordingly.
User accesses previously generated reports to review selected metrics.
Given that the user has generated a report in the past, when they access the report archive, then they should be able to view the selected metrics, their corresponding values, and the format of the report they generated.
User requests assistance for understanding the metric options available in the Metric Selection Mechanism.
Given the user is in the Metric Selection Mechanism, when they click on the help icon, then a detailed tooltip or guide should be displayed explaining each metric option available for selection.
User exports the selected metrics and the generated report.
Given the user has generated a report, when they click the export button, then the report should be downloadable in the chosen format with all selected metrics and visualizations intact.
Custom Data Visualization Options
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User Story
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As an executive, I want to customize the visual representation of my sustainability report data so that I can better communicate my insights to stakeholders.
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Description
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Custom Data Visualization Options enable users to choose different types of charts, graphs, and visual styles for their reports. This requirement enhances the report builder's flexibility, allowing users to present complex data in a visually appealing and comprehensible manner. By offering various visualization tools, users can better convey their findings and engage their audience, which boosts the overall effectiveness of their communications regarding sustainability initiatives. This functionality is pivotal for creating visually impactful reports that resonate with stakeholders.
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Acceptance Criteria
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User selects various data sets for the report and chooses different types of charts to visualize the data effectively.
Given a user is on the Customizable Report Builder, when they select data sets and choose a specific chart type, then the selected chart should render accurately with the corresponding data displayed correctly.
User attempts to customize the visual style of the generated report, including colors and layouts, to match their organization's branding guidelines.
Given a user customizes the visual style of a report, when the user saves the report, then the visual elements should reflect the specified styles and be consistent with the branding guidelines across all pages of the report.
A user generates a report that includes multiple types of data visualizations in a single document and verifies the transition between them.
Given a user has added multiple data visualizations to a report, when they navigate through the report, then each visualization should be properly displayed in sequence without losing formatting or data integrity.
User reviews the report to ensure the accuracy of the data visualizations and their relevance to the selected metrics.
Given a user has generated a report, when they review each visualization, then all visualizations should accurately represent the underlying data from the selected metrics and align with the user’s objectives and sustainability goals.
User needs to export the customized report in various formats, such as PDF and Excel, ensuring all visualizations are included.
Given a user exports the report, when they choose the export format, then the exported file should maintain all visualizations, styles, and data integrity as per the selected format without any loss of information.
Narrative Builder Integration
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User Story
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As an executive, I want to include personalized narratives in my reports so that I can provide context and insights alongside the presented data.
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Description
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The Narrative Builder Integration allows users to add tailored narratives or commentary to their selected data and visuals. This feature addresses the need for providing context and explanations alongside raw data, making reports more informative and persuasive. By embedding narratives, users can articulate their organization’s sustainability journey, highlight achievements, and identify areas for improvement, thus enhancing stakeholder understanding and engagement. This integration is essential for fostering a holistic view of sustainability efforts within the organization.
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Acceptance Criteria
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Narrative addition for a sustainability report focusing on energy savings and carbon footprint reduction
Given a user in the Customizable Report Builder, when they select 'Energy Savings' and 'Carbon Footprint Reduction' metrics, then they can add a narrative that contextualizes these metrics and highlights their significance for stakeholders.
Integration of user-generated narratives with visual data in reports
Given a user has selected data visuals, when they embed a narrative alongside these visuals, then the narrative should be dynamically linked and displayed properly in the report layout without formatting issues.
Multi-user collaboration on narrative building
Given multiple users are collaborating on a report, when one user adds a narrative, then all users should be able to view and edit this narrative in real-time without data loss or version conflicts.
Saving customized narrative templates for future use
Given a user has created a narrative that aligns with their reporting style, when they choose to save this narrative as a template, then they should be able to easily retrieve it for future reports.
Usability testing for narrative building interface
Given that users perform tasks within the narrative builder interface, when they complete various narrative addition functions, then at least 90% of test users should report a satisfactory experience with the ease of use and intuitiveness of the interface.
Quality assurance for narrative content validation
Given narratives have been added by users, when quality assurance is performed, then all narratives should be free from spelling or grammatical errors and should align with the selected data metrics.
Report Export Functionality
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User Story
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As an executive, I want to be able to export my customized reports in multiple formats so that I can easily share them with my stakeholders.
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Description
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Report Export Functionality allows users to save their customized reports in various formats such as PDF, Excel, and PowerPoint. This requirement facilitates easy distribution and sharing of sustainability reports with stakeholders, ensuring that key insights are effectively communicated and can be easily accessed. By offering multiple export options, users can cater to their stakeholders' preferences and improve the usability of the report builder. This functionality is necessary for maximizing the impact of sustainability communications outside of the GreenPulse platform.
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Acceptance Criteria
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User initiates a report export after customizing their sustainability report within the Customizable Report Builder, selecting various metrics and visualizations for different stakeholders.
Given a user has created a customized sustainability report, when they select the 'Export' option and choose a format (PDF, Excel, or PowerPoint), then the system should successfully generate the report in the selected format and confirm the action with a success message.
An executive wants to share the generated sustainability report via email with stakeholders after exporting it in PDF format.
Given that the report has been exported to PDF format, when the user accesses the download link for the report, then they should be able to open, view, and successfully download the report without any errors.
A facility manager requires the ability to export multiple reports at once for different departments within the organization.
Given multiple customized reports are available for export, when the user selects all desired reports and chooses the export format (PDF, Excel, or PowerPoint), then the system should process the request and provide a download option for all selected reports in a zip file.
A user needs to export a report to Excel in order to perform further analysis on the sustainability metrics presented.
Given a customized report is ready for export, when the user selects 'Excel' as the format and confirms the export, then the system should generate an Excel file that includes all relevant metrics and data visualizations correctly formatted for usability.
An organization mandates that exported reports include a timestamp and an organizational logo for branding purposes.
Given a user has customized their report, when they export it in any format (PDF, Excel, PowerPoint), then the exported document should include a timestamp and the organization’s logo on the cover page or header of the report as per specified guidelines.
A sustainability officer reviews the exported report for accuracy before sending it to the board members.
Given that the report has been exported, when the user opens the report in their selected format (e.g., PDF), then all data visualizations and metrics displayed should match the details in the Customizable Report Builder accurately without discrepancies.
Sustainability Insight Alerts
Sustainability Insight Alerts notify executives of significant changes or anomalies in sustainability metrics as they occur. By providing real-time updates on energy efficiency, waste reduction, and compliance issues, this feature allows leaders to take proactive measures, ensuring that sustainability targets remain attainable and aligned with organizational strategies.
Requirements
Real-time Notification Engine
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User Story
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As an executive, I want to receive real-time alerts on changes in sustainability metrics so that I can make informed decisions and take proactive measures to meet our sustainability targets.
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Description
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The Real-time Notification Engine is a robust mechanism that instantly alerts executives about significant fluctuations or anomalies in sustainability metrics. This feature will harness data analytics to detect unusual patterns or deviations in energy consumption, waste production, or compliance measures, ensuring that executives receive timely updates. By integrating seamlessly with existing data streams, the notifications can be customized to reflect the metrics most relevant to each executive's responsibilities, thereby facilitating informed decision-making and enabling swift action to address potential issues. This integration is essential for maintaining alignment with organizational sustainability goals and improving overall energy management efficiency.
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Acceptance Criteria
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Real-time Notification for Energy Consumption Anomaly
Given the Real-time Notification Engine is active, When energy consumption exceeds the predefined threshold by 20% within a single hour, Then an alert is sent immediately to the relevant executive's mobile and desktop application.
Notification Customization for Executives
Given different executives have varying responsibilities, When an executive logs into the GreenPulse platform, Then they should be able to customize which sustainability metrics trigger notifications based on their role.
Integration with Existing Data Streams
Given the Real-time Notification Engine is configured, When it receives new data from integrated systems, Then it should accurately process and analyze the data within 5 seconds to detect anomalies.
Alert Frequency Control
Given an executive receives multiple alerts within a short time frame, When the alert level reaches a defined limit (e.g., 5 alerts within an hour), Then the system should consolidate alerts and send a summary notification instead.
Compliance Issue Notification
Given that the Real-time Notification Engine monitors compliance metrics, When a compliance deviation is detected, Then an alert should be sent to the executive responsible for compliance within 2 minutes of detection.
User Feedback on Alert Relevance
Given that alerts are sent to executives, When an executive receives an alert, Then they should have the option to provide feedback on the relevance of the alert to improve future notification accuracy.
Historical Data Review of Alerts
Given the Real-time Notification Engine has been in operation for a month, When the system generates a report, Then it should display historical data on all notifications sent, including timestamps, metrics involved, and executive responses.
Customizable Alert Criteria
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User Story
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As a facility manager, I want to set my own criteria for sustainability alerts so that I can focus on the metrics that are most critical to my department's goals.
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Description
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The Customizable Alert Criteria feature allows users to set specific thresholds and parameters for their sustainability metrics alerts. This will enable executives to tailor notifications based on the unique sustainability goals of their organization or department, ensuring that relevant data is prioritized. The ability to define custom criteria means executives can focus on what matters most and receive alerts only when significant deviations occur, reducing notification fatigue and enhancing the clarity of information presented. It will also facilitate deeper analysis by enabling users to identify trends and anomalies pertinent to their sustainability strategies, leading to more effective energy management.
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Acceptance Criteria
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User sets up custom alert criteria for energy efficiency metrics based on their department's sustainability targets.
Given the user has access to the Customizable Alert Criteria feature, when they define specific thresholds for energy efficiency metrics, then alerts should be generated only when those thresholds are breached.
A facility manager adjusts alert criteria to focus solely on waste reduction efforts within the organization.
Given the facility manager adjusts the customizable alert settings for waste reduction, when there is a notable increase in waste metrics that exceed the specified threshold, then an alert notification is sent to the designated stakeholders.
An executive reviews customizable alert logs after implementing new parameters to improve decision-making.
Given the user has set custom alert criteria, when the executive accesses the alert log, then they should see a record of all alerts triggered based on the defined thresholds.
A sustainability officer requires insights into compliance-related alerts and their frequencies.
Given the sustainability officer has defined thresholds for compliance issues, when the compliance metrics change significantly, then alerts should trigger and provide detailed information on the compliance status.
An organization’s goals change, leading to the need to reconfigure alert criteria for improved relevance based on evolving sustainability strategies.
Given the organization’s sustainability goals have changed, when the administrators update the alert criteria accordingly, then the system should save the new settings and provide alerts based on the updated parameters.
A user wants to minimize notification fatigue while ensuring they are informed about critical deviations.
Given the user has set multiple alert criteria, when non-critical deviations occur outside of the defined thresholds, then no notification should be sent until a critical threshold is breached.
An executive would like to receive alerts for multiple sustainability metrics simultaneously to enhance actionable insights.
Given the user has customized multiple sustainability metrics, when the defined thresholds for any of them are breached, then they should receive a consolidated alert summarizing the relevant metrics.
Integration with Communication Platforms
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User Story
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As a sustainability officer, I want to receive sustainability alerts through my preferred communication platform so that I can act quickly and collaborate effectively with my team.
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Description
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Integration with Communication Platforms allows Sustainability Insight Alerts to be delivered through preferred channels such as email, SMS, or collaboration tools (e.g., Slack, Microsoft Teams). This ensures that executives receive critical updates in real-time and via the communication tools they use most, improving response times to sustainability challenges. By offering various delivery options, this feature enhances user engagement and allows for immediate action on important alerts. This integration will also facilitate better collaboration among teams, as alerts can be shared seamlessly across departments when necessary, reinforcing a unified approach to sustainability efforts.
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Acceptance Criteria
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Real-time Notifications through Email
Given that the user has selected email as their preferred communication channel, when a significant change in sustainability metrics occurs, then the user should receive an email alert within 2 minutes of the change being detected.
SMS Delivery of Alerts
Given the user has opted for SMS alerts, when a critical alert is triggered, then the system must send an SMS notification to the user's registered mobile number without any failures.
Slack Integration for Team Alerts
Given that the user has integrated Slack with GreenPulse, when an alert is generated, then it should be posted in the designated Slack channel with accurate information and a timestamp.
Microsoft Teams Notification for Compliance Issues
Given the user is an executive and has a Microsoft Teams account linked, when a compliance issue is detected, then a Teams notification must be sent immediately to the user’s Teams account.
Customizable Alert Preferences
Given the user has access to alert settings, when they choose their preferred communication methods, then those preferences should be saved and reflected accurately in the alert system.
Alert Sharing Across Departments
Given that alerts are generated, when users from different departments need to address the same alert, then they should be able to share the alert link via their preferred communication tool seamlessly.
User Engagement Tracking
Given that alerts are issued, when a user receives an alert through any channel, then the system should track and report the engagement level of the user with the alert within the dashboard.
Historical Data Analysis
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User Story
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As an executive, I want to analyze historical sustainability data so that I can understand trends and make better decisions regarding our sustainability initiatives.
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Description
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The Historical Data Analysis feature provides executives with the ability to analyze past sustainability metrics alongside current alerts. By visualizing trends and historical patterns, this feature will empower leaders to contextualize real-time alerts within a broader timeline, allowing for more strategic decision-making. It enhances the understanding of sustainability performance over time and aids in identifying long-term issues that may not be immediately apparent. This integration supports the development of action plans based on historical performance, ultimately facilitating improved environmental and operational outcomes within the organization.
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Acceptance Criteria
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Executive reviews historical sustainability metrics to identify correlations between energy usage spikes and operational changes.
Given an executive accesses the Historical Data Analysis feature, when they select a specific date range, then they can see visual graphs comparing historical metrics to real-time alerts and identify correlations.
A facility manager utilizes historical data to prepare for an upcoming sustainability meeting.
Given the facility manager is logged into GreenPulse, when they generate a report using the historical data analysis feature, then the report should include visualizations of past sustainability metrics related to energy usage and waste reduction.
A sustainability officer analyzes trends over the past year to formulate actionable insights for upcoming initiatives.
Given the sustainability officer selects a year-long comparison, when they activate the historical data analysis feature, then they should be provided with trend analyses that highlight areas of improvement and decline in sustainability performance.
An executive encounters an anomaly alert and wishes to review historical data to assess if this is an isolated incident.
Given an anomaly alert has been triggered, when the executive accesses the historical data analysis feature for the relevant time period, then they must see a detailed report outlining previous metrics and any anomalies over the same time frame.
The analytics team needs to modify existing data visualization dashboards based on user feedback received at recent strategy sessions.
Given feedback has been collected, when the analytics team updates the data visualization options within the Historical Data Analysis feature, then all users should be able to easily select different visualization types and formats during their analysis.
A business leader wants to assess compliance trends over the last five years using historical data.
Given the business leader selects a compliance metric for the last five years, when they utilize the Historical Data Analysis feature, then they should be able to view a detailed compliance trend report that identifies any consistent issues or improvements.
User Role-based Access Control
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User Story
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As a system administrator, I want to configure alert access based on user roles so that I can ensure users receive only the most relevant notifications related to their responsibilities.
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Description
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User Role-based Access Control ensures that notifications and alert settings can be configured based on different user roles within the organization. This feature allows administrators to define which users receive specific alerts based on their responsibilities, ensuring that only relevant parties are notified about specific sustainability metrics. By having role-based access, organizations can reduce information overload for users while ensuring that decision-makers receive critical updates pertinent to their roles. This promotes accountability and enhances the effectiveness of response actions taken in relation to the notifications received.
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Acceptance Criteria
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User Roles Receive Relevant Sustainability Alerts Based on Configuration
Given an administrator has configured alert settings for user roles, When a significant change in sustainability metrics occurs, Then only the relevant users associated with those roles should receive the corresponding alerts.
Non-Admin Users Cannot Access Alert Configuration
Given a non-admin user is logged into the system, When they navigate to the alert configuration settings, Then they should be denied access to view or modify those settings.
Dynamic Updates of User Role Alert Preferences
Given an administrator makes changes to user role preferences in the alert settings, When these changes are saved, Then the system should dynamically update the notification preferences for users without requiring a system restart or manual refresh.
Alert Filters Work According to User Role,
Given that alerts are configured for different user roles, When users view their alerts panel, Then they should only see alerts that correspond to their assigned role and responsibilities.
Reallocation of Alerts During Role Changes
Given a user changes roles within the organization, When the administrator updates the user's role in the system, Then the user should automatically receive alerts appropriate for their new role without any delay.
Performance Monitoring of Alert Notifications System
Given that the alert notifications system is active, When a sustainability metric triggers an alert, Then the time taken for the alert to reach the respective users should not exceed 5 minutes 95% of the time.
Stakeholder Engagement Overview
The Stakeholder Engagement Overview feature consolidates insights on stakeholder participation and feedback related to sustainability initiatives. By presenting this information visually, executives can quickly understand how well their organization is engaging employees, partners, and customers in sustainability efforts, assisting in the refinement of corporate communication strategies.
Requirements
Real-time Stakeholder Feedback Collection
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User Story
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As a sustainability officer, I want to collect real-time feedback from stakeholders so that I can quickly address their concerns and improve engagement in our sustainability initiatives.
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Description
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This requirement enables the real-time collection of stakeholder feedback through interactive surveys and polls integrated into the GreenPulse platform. It aims to foster continuous engagement by allowing facility managers and sustainability officers to gain immediate insights into stakeholder perceptions and suggestions regarding sustainability initiatives. The functionality supports data visualization, making it easier to analyze engagement levels and feedback trends over time. This approach not only reduces the lag in understanding stakeholder sentiment but also allows for timely adjustments to sustainability strategies, ultimately enhancing overall participation and satisfaction in corporate sustainability efforts.
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Acceptance Criteria
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Real-time feedback collection during a company-wide sustainability initiative meeting.
Given that a facility manager launches an interactive survey during the meeting, When stakeholders respond to the survey, Then the system should display real-time results on a dashboard for immediate analysis.
Collecting feedback from employees about a recent sustainability initiative via push notifications.
Given that an employee has opted-in for notifications, When a push notification with a link to the survey is sent, Then the employee should receive the notification and be able to access the survey without errors.
Analyzing trends in stakeholder feedback over a quarterly review period.
Given that feedback has been collected over three months, When a stakeholder views the trend report, Then the report should display engagement levels and feedback trends accurately over the specified period.
Integration of polls with existing communication tools used within the organization.
Given that the organization uses tools like Slack or Microsoft Teams, When a poll is created in GreenPulse, Then the poll should be automatically shared in the designated channel with a valid link to participate.
Utilizing interactive dashboard elements to visualize feedback results.
Given that feedback has been collected from stakeholders, When a facility manager views the dashboard, Then it should visually represent the feedback results using graphs and charts that are easy to interpret.
Enabling anonymous feedback collection to encourage honest responses from stakeholders.
Given that a survey is configured for anonymous feedback, When stakeholders submit their responses, Then their identities should not be linked to their feedback in the reporting system.
Providing options for stakeholders to comment on survey questions for additional context.
Given that stakeholders complete a survey, When they reach the end of the survey, Then they should have the option to provide additional comments related to their responses before submission.
Integrated Communication Channel for Updates
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User Story
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As an executive, I want a centralized communication channel to keep stakeholders informed about our sustainability initiatives so that I can enhance transparency and promote engagement within our organization.
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Description
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This requirement focuses on creating an integrated communication channel within the GreenPulse platform to disseminate updates regarding sustainability initiatives to all stakeholders. Through this channel, users can receive notifications, newsletters, and vital announcements related to sustainability efforts in a centralized manner. The functionality is designed to enhance transparency and keep stakeholders informed, ultimately promoting higher engagement levels. Additionally, stakeholders can interact and provide feedback through this channel, creating a two-way communication flow that aids in refining strategies and leveraging collective insights for better outcomes.
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Acceptance Criteria
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Implementation of Integrated Communication Channel for Sustainability Updates
Given a stakeholder has logged into the GreenPulse platform, when they navigate to the Integrated Communication Channel, then they should be able to view all recent updates related to sustainability initiatives, sorted by date.
Notification System for Stakeholder Engagement
Given a user subscribes to notifications, when a new sustainability initiative update is posted, then the user should receive a push notification and an email alerting them of this update within 5 minutes of the post.
Feedback Mechanism for Stakeholder Interaction
Given a stakeholder views an update in the Integrated Communication Channel, when they select the feedback option, then they must be able to submit feedback and receive a confirmation message indicating their contribution has been recorded successfully.
Accessibility of Communication Channel on Mobile Devices
Given a stakeholder uses a mobile device to access the GreenPulse platform, when they access the Integrated Communication Channel, then it must be fully functional, allowing them to view and respond to updates without any loss of functionality.
Comprehensive Reporting on Stakeholder Engagement
Given the administrator navigates to the analytics dashboard, when they filter data by engagement metrics, then they should be able to generate a report outlining participation levels across different stakeholder groups for the past quarter.
Search Functionality within Integrated Communication Channel
Given a user is on the Integrated Communication Channel page, when they enter a keyword related to sustainability updates in the search bar, then the system should return relevant updates that match the search term within 2 seconds.
Stakeholder Engagement Analytics Dashboard
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User Story
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As a facility manager, I want to view an analytics dashboard that details stakeholder engagement metrics so that I can assess the effectiveness of our sustainability initiatives and make necessary improvements.
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Description
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The Stakeholder Engagement Analytics Dashboard requirement entails the creation of a comprehensive dashboard that visualizes data on stakeholder engagement related to sustainability initiatives. This dashboard will display metrics such as participation rates, feedback scores, and trends over time, allowing executives and managers to gauge the effectiveness of their engagement strategies at a glance. By presenting this data visually, the dashboard facilitates informed decision-making and aids in the refinement of communication and involvement strategies, ultimately driving better outcomes in terms of sustainability goals and stakeholder relationships. The dashboard should be customizable to cater to varied user preferences and roles within the organization.
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Acceptance Criteria
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Accessing the Stakeholder Engagement Analytics Dashboard
Given a user with the appropriate access rights, when they navigate to the dashboard, then the user should see a visually engaging representation of stakeholder engagement metrics such as participation rates and feedback scores.
Customizing Dashboard Views
Given a logged-in user, when they select the customization options on the dashboard, then the user should be able to adjust the displayed metrics and save their personalized view for future sessions.
Real-time Data Refresh
Given the dashboard is open, when any updates to stakeholder engagement data occur, then the dashboard should refresh automatically to reflect the latest metrics without the user needing to reload the page.
Visual Trends Over Time
Given the dashboard is accessed, when the user selects the trends over time feature, then the dashboard should display a clear visual representation of metrics changes over a specified time period.
Feedback Collection Feature
Given the dashboard is open, when a user collects feedback from stakeholders through the dashboard feature, then the feedback should be successfully recorded and available for review and analysis.
Mobile Accessibility
Given a mobile device, when a user accesses the Stakeholder Engagement Analytics Dashboard, then the user should experience a fully functional and responsive design that retains all key features available on the desktop version.
User Permission Settings
Given an admin user, when they configure user permissions for the dashboard, then the settings should correctly restrict or allow access to specific data metrics as intended per user role.
Challenge Leaderboard
The Challenge Leaderboard displays the top-performing participants in energy-saving challenges, showcasing their earned points and achievements. This feature fosters a sense of healthy competition among employees, motivating them to participate more actively in sustainability initiatives. By making performance visible, users feel recognized for their efforts, encouraging a collaborative environment aimed at collective energy savings.
Requirements
Leaderboard Display
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User Story
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As a facility manager, I want to see the top performers on the Challenge Leaderboard so that I can recognize their efforts and encourage others to participate in energy-saving initiatives.
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Description
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The Leaderboard Display requirement entails the creation of an interactive and visually appealing interface within the GreenPulse platform that showcases the top-performing participants in energy-saving challenges. This display will include metrics such as earned points, ranks, and achievements of each participant, fostering competition and engagement. The integration of this feature should align seamlessly with existing user data and challenge metrics to ensure real-time updates. By prominently displaying the achievements of participants, this requirement aims to motivate users to engage more deeply in sustainability initiatives, enhance user experience, and contribute to collective energy-saving efforts.
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Acceptance Criteria
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Displaying Top Performers in Real-Time
Given the Challenge Leaderboard is loaded, when a user accesses the platform, then the top 10 participants should be displayed with their earned points and rankings.
User Achievements Highlight
Given that a user is on the leaderboard page, when they click on a participant's name, then a popup should display detailed achievements and points breakdown for that participant.
Point Calculation and Updates
Given the energy-saving challenges are active, when a participant earns points, then their score on the leaderboard should update in real-time to reflect their current standing.
Leaderboard Aesthetics and Usability
Given a user visits the leaderboard, when reviewing the interface, then it should be visually appealing, intuitive, and easy to navigate for finding participants' scores and ranks.
Integration with User Data
Given the GreenPulse platform integrates with existing user data, when the leaderboard is accessed, then it should accurately reflect each user's performance based on real-time data from energy-saving challenges.
History of Challenge Participation
Given a user views the leaderboard, when they look for their previous participation, then a history of their energy-saving challenge involvement should be accessible and displayed clearly.
Points Accumulation System
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User Story
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As a participant in energy-saving challenges, I want to earn points for my contributions so that I feel motivated to actively engage in sustainability initiatives.
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Description
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The Points Accumulation System requirement focuses on developing a mechanism that tracks individual user participation and performance in energy-saving challenges, allowing points to be awarded based on specific criteria such as energy savings achieved, innovative suggestions made, and challenge completion. This system must be robust enough to integrate with existing analytics within GreenPulse to ensure accurate tracking and reporting of points in real-time. The goal is to create an incentive-based atmosphere by rewarding users for their contributions, thereby enhancing engagement with the platform and promoting a culture of sustainability within the organization.
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Acceptance Criteria
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Points should be awarded to users based on their verified energy savings achievements as recorded in the GreenPulse system during energy-saving challenges.
Given a user successfully reports energy savings from a challenge, when the report is verified by a facility manager, then points equivalent to the reported savings should be allocated to the user's account immediately.
The system must track and display an accurate point total for each user in real-time to ensure participants are aware of their current standings in the Challenge Leaderboard.
Given a user participates in challenges and accumulates points, when they access the Challenge Leaderboard, then their total points should be updated in real-time and accurately reflect their current standing.
Innovative suggestions made by users during energy-saving challenges should also yield points, encouraging creative participation across the organization.
Given a user submits an innovative suggestion to the GreenPulse system, when that suggestion is accepted and validated by the challenge administrators, then the user should receive points based on the predefined criteria for innovation.
Users should have the ability to view a history of their earned points and associated challenge activities within their profile, promoting transparency and engagement.
Given a user accesses their profile section, when they navigate to the points history tab, then they should see a detailed log of points earned, including dates, challenge names, and point breakdowns for each activity.
The integration between the Points Accumulation System and the existing analytics within GreenPulse should function flawlessly to ensure accurate tracking and reporting.
Given the Points Accumulation System is linked to existing analytics, when an energy-saving achievement is recorded, then the analytics dashboard should reflect the updated points without discrepancies or delays.
The system should notify users of points awarded for challenge participation to reinforce positive feedback and encourage further engagement.
Given a user earns points from participation, when the points are awarded, then the user should receive a notification via email and in-app alert confirming the points received and their updated total.
Achievement Badges
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User Story
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As a user of the GreenPulse platform, I want to receive achievement badges as I hit milestones in challenges so that I feel recognized and encouraged to continue participating in sustainability initiatives.
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Description
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The Achievement Badges requirement involves developing a digital system that awards badges to users upon reaching specific milestones in energy-saving challenges. Examples of milestones could include first participation, achievement of energy savings goals, or completion of a certain number of challenges. Incorporating this feature will enhance user motivation by recognizing efforts and providing visual rewards for accomplishments. The badges should be displayed on user profiles and the leaderboard, facilitating a fun and engaging user experience that promotes ongoing participation in sustainability efforts.
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Acceptance Criteria
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User earns their first badge after participating in an energy-saving challenge for the first time.
Given a user participates in an energy-saving challenge for the first time, when the challenge is completed, then the system should award the 'First Participation' badge and display it on the user's profile and the leaderboard.
User achieves an energy savings goal and earns a badge for this accomplishment.
Given a user has completed a challenge and recorded energy savings equal to or greater than the specified goal, when the achievement is validated, then the system should award the 'Energy Saver' badge and update the leaderboard accordingly.
User completes a specific number of challenges and earns a milestone badge.
Given a user has completed one or more energy-saving challenges, when the total number of completed challenges reaches a predefined milestone (e.g., 5 challenges), then the system should award the 'Challenge Master' badge and display it on the user's profile.
User checks their profile to view earned badges.
Given a user is logged into their profile, when they navigate to the achievements section, then they should see all the badges they have earned displayed in a visually appealing format.
User participates in a challenge and does not achieve a badge but receives feedback.
Given a user participates in an energy-saving challenge but does not meet the requirements for a badge, when the challenge concludes, then the system should provide feedback on what was achieved and how to earn badges in future challenges.
Leaderboard updates in real-time to reflect new badge awards.
Given a user earns a new badge, when the badge is awarded, then the leaderboard should update in real-time to reflect the new rankings based on earned badges and points.
Admin configures badge criteria for different challenges.
Given an admin accesses the badge configuration settings, when they set or update badge criteria based on defined milestones for specific challenges, then the changes should be saved and reflected in the challenge setup.
Challenge Insights and Analytics
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User Story
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As a sustainability officer, I want access to detailed analytics on challenge participation and energy savings so that I can assess the effectiveness of our sustainability initiatives and make informed decisions for future challenges.
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Description
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The Challenge Insights and Analytics requirement is focused on delivering comprehensive insights into the energy-saving challenges to stakeholders through customizable dashboards. This feature should present aggregate data on user participation, energy savings achieved, and performance trends over time. By integrating advanced analytics capabilities, users will be able to assess the impact of their efforts, identify areas for improvement, and drive strategic decisions. This feature will be critical in providing valuable feedback to participants and operationalizing the goals of the sustainability initiatives within the organization.
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Acceptance Criteria
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Display of User Participation Data on the Dashboard
Given a user accesses the Challenge Insights and Analytics dashboard, when they select the participation metrics, then the system should display the total number of participants, their engagement levels, and a breakdown of participation by department for the current challenge.
Visualization of Energy Savings Over Time
Given the Challenge Insights and Analytics dashboard is loaded, when the user views the energy savings graph, then it should display a time series of energy savings achieved per month with a clear indication of improvements over the previous periods, along with the percentage of energy savings.
Access to Customizable Dashboards
Given a user has administrative privileges, when they navigate to the dashboard customization settings, then they should be able to add or remove metrics displayed, change the layout of the dashboard, and save their personalized settings without errors.
Integration with Existing Systems
Given the system is initialized, when users attempt to integrate the Challenge Insights and Analytics feature with existing building management systems, then the integration should occur seamlessly with no data loss and real-time updates reflected on the dashboard.
Reporting of Performance Trends
Given a user selects the performance trends tab, when they view the report, then it should present clear visual indicators of individual and team performance, highlight top performers, and identify areas for improvement based on the data collected over the last three months.
Providing Feedback to Participants
Given the performance metrics are generated, when the system completes the analysis, then it should automatically send feedback reports to all participants detailing their contributions and suggestions for improving energy savings.
Social Sharing Feature
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User Story
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As a participant, I want to share my achievements from the challenges on social media so that I can inspire others to join in our sustainability efforts and advocate for energy-saving practices.
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Description
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The Social Sharing Feature requirement encompasses the ability for users to share their achievements, challenge participation, and leaderboard standings on social media platforms. This feature will enable users to promote their involvement in sustainability efforts, drive greater awareness of the GreenPulse platform, and encourage participation from a broader community. The implementation should consider integrating with popular social media APIs to facilitate easy sharing processes, while ensuring user privacy and data protection standards are maintained. Such engagement via social channels is expected to amplify motivation among users and foster a sense of community around sustainability.
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Acceptance Criteria
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User shares their achievements on social media after successfully completing an energy-saving challenge, aiming to encourage peers.
Given the user has successfully completed an energy-saving challenge, when they click on the 'Share Achievement' button, then a pop-up with social media options should appear, allowing them to share their achievement.
User wants to share their leaderboard standing on a social media platform to celebrate their ranking and inspire others.
Given the user is in the Challenge Leaderboard section, when they select the 'Share Leaderboard Standing' option, then a pre-filled post should be generated that includes their ranking and a link to the GreenPulse platform.
A user is uncomfortable with sharing their data on social media and wants to ensure their privacy is protected while using the share feature.
Given that user privacy settings are enabled, when they attempt to share their achievement, then a confirmation prompt about data privacy concerns should be displayed before allowing the share action.
Users are informed about the impact of sharing their actions on social media regarding community participation and awareness.
Given the user is on the social sharing feature interface, when they hover over the 'Share' options, then a tooltip should display information about how sharing their achievements supports sustainability engagement.
The system needs to track how many times achievements and standings are shared on social media to measure engagement.
Given the social sharing feature is utilized, when an achievement or leaderboard standing is shared, then the system should automatically record the share in the engagement analytics dashboard.
A user wants to see a preview of what their social media post will look like before they share it to ensure it meets their expectations.
Given the user selects the option to share their achievement, when they click on the 'Preview' button, then a visual representation of the post should be displayed, including text and image formatting.
Email Notification System
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User Story
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As a user, I want to receive email notifications about my standings and upcoming challenges so that I stay informed and motivated to participate in energy-saving initiatives.
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Description
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The Email Notification System requirement aims to establish a proactive engagement mechanism that notifies participants of their standings on the leaderboard, upcoming challenges, and points achievements via email. This system should be customizable according to user preferences, allowing for timely and relevant notifications that encourage ongoing involvement. The implementation must ensure that notifications are sent out at strategic times to maximize engagement and remind users of the importance of their participation. This feature will enhance user engagement and keep the community informed and motivated in sustainability efforts.
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Acceptance Criteria
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Participants receive a notification email when they achieve a new leaderboard position after a challenge ends.
Given a challenge has ended and a participant's position has changed, when the leaderboard updates, then an email notification should be sent to that participant reflecting their new ranking and points achieved.
Participants can customize their email notification preferences regarding frequency and types of updates received.
Given a user accesses their notification settings, when they select their preferred frequency and types of notifications, then the system should save these preferences and only send notifications according to the user's selected criteria.
Emails are sent out at strategic times post-challenge completion to maximize participation in future challenges.
Given a challenge has just concluded, when the system schedules email notifications, then messages should be sent out within 24 hours of the challenge ending to remind participants of their standings and encourage them to join the next challenge.
Users receive a weekly summary email of their points and overall standings on the leaderboard.
Given it is the end of the week, when the system generates summary emails, then each participant should receive a comprehensive email detailing their total points earned, rank on the leaderboard, and any relevant upcoming challenges.
The system logs any failures in sending notification emails to troubleshoot issues promptly.
Given an email notification attempt fails, when the system identifies an error, then it should log the failure details in an error log, and notify the system administrator for resolution.
Participants can see a history of emails sent regarding their leaderboard status and achievements.
Given a user requests their email history, when they access the email history section, then the system should display a list of all past notifications sent to that participant with date and time stamps.
Emails include clear call-to-action buttons directing users to the platform's challenges page.
Given a user receives an email notification about their standings, when they open the email, then the content should include a prominently displayed call-to-action button that links directly to the challenges page.
Sustainable Action Tracker
The Sustainable Action Tracker allows users to log and monitor their energy-saving actions, such as turning off lights, reducing water usage, or using public transport. By tracking these actions, users can see their individual impact over time and earn points for each logged activity. This feature enhances engagement and accountability, empowering employees to take ownership of their contributions to sustainability goals.
Requirements
User Authentication
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User Story
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As a sustainability officer, I want to authenticate securely so that I can access the Sustainable Action Tracker and manage my team's contributions securely.
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Description
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The User Authentication requirement allows users to securely log in to the Sustainable Action Tracker using their company credentials or social media accounts. This will include features such as password recovery, multi-factor authentication, and user role management. The purpose is to ensure that user data is protected while providing access to their energy-saving actions and tracking history. By implementing secure authentication, we enhance trust and enable an environment where users can confidently manage their contributions towards sustainability goals. This integration will also link user profiles to their specific actions and rewards, thus improving user engagement and accountability.
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Acceptance Criteria
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User Logs in to Access Sustainable Action Tracker
Given a user has valid company credentials or social media login, when they enter their credentials, then they should successfully log in to the Sustainable Action Tracker and be directed to their dashboard.
User Initiates Password Recovery
Given a user has forgotten their password, when they click on the password recovery link and enter their registered email address, then they should receive a password reset email within 5 minutes.
User Enables Multi-Factor Authentication (MFA)
Given a user is logged in, when they navigate to the account settings and enable multi-factor authentication, then they should receive a confirmation prompt and a code via their chosen authentication method.
User Logs Out of the Sustainable Action Tracker
Given a user is logged in, when they click the logout button, then they should be redirected to the login page and their session should be invalidated.
Admin Manages User Roles
Given an admin is logged in, when they access the user management section and change a user's role, then the user should reflect the new role on their next login.
User Views Tracking History
Given a user is logged in, when they navigate to the tracking history section, then they should see a list of all logged energy-saving actions along with corresponding timestamps and points earned.
Action Logging Interface
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User Story
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As a facility manager, I want a simple interface to log my energy-saving actions so that I can track and visualize my individual contributions easily.
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Description
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The Action Logging Interface requirement involves creating a user-friendly dashboard where users can easily log their sustainability actions such as energy savings, water conservation, and eco-friendly transport usage. This interface aims to provide an intuitive experience with functionalities including dropdown selections for actions, date pickers, and the ability to add notes or comments. The interface will also visualize logged actions through graphs or charts to showcase progress over time. This feature will directly contribute to enhancing user engagement and motivation by making the tracking of individual impacts straightforward and rewarding.
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Acceptance Criteria
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User logs a sustainability action through the Action Logging Interface.
Given the user is on the Action Logging Interface, when they select an action from the dropdown menu, input a date using the date picker, and optionally add comments, then the action should be successfully logged and displayed in the user's action history.
User views their logged sustainability actions over time.
Given the user has logged multiple sustainability actions, when they navigate to the visualization section of the Action Logging Interface, then the logged actions should be represented in both graph and chart formats, clearly showcasing their progress over time.
User receives feedback after logging an action.
Given the user successfully logs an action, when the action is logged, then the user should receive a confirmation message summarizing the logged action and the points earned, ensuring timely feedback for engagement.
User can edit a previously logged sustainability action.
Given the user is viewing their history of logged actions, when they select an action to edit and make changes to the action details or date, then the action should be updated accurately in the history without data loss.
User filters logged actions by date range.
Given the user has multiple logged sustainability actions, when they use the filtering option to select a specific date range, then only the actions logged within that range should be displayed, ensuring effective navigation of history.
User can delete a previously logged sustainability action.
Given the user is viewing their logged actions, when they select an action to delete and confirm the deletion, then the action should be removed from the user's history without leaving residual data or errors in the interface.
User can view a summary of their point total from logged actions.
Given the user has logged multiple sustainability actions, when they navigate to their profile dashboard, then the total points earned from their logged actions should be displayed prominently, reinforcing their individual contributions to sustainability.
Points and Rewards System
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User Story
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As an employee, I want to earn points by logging my sustainability actions so that I can feel motivated and see my contributions reflected in a tangible way.
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Description
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The Points and Rewards System requirement is designed to gamify the Sustainable Action Tracker by rewarding users with points for each logged action. Users can earn badges for milestones or specific achievements related to energy-saving actions, fostering healthy competition among teams. This system not only incentivizes users to engage in sustainable practices but also provides valuable insights into overall engagements through analytics. Users will be able to view their total points and earned rewards on their dashboard, generating a sense of accomplishment and encouraging continued participation toward sustainability objectives.
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Acceptance Criteria
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As a user logs an energy-saving action in the Sustainable Action Tracker, the system should successfully award points according to the predefined rules for each action logged.
Given that a user has logged an energy-saving action, when the action is saved, then the user should receive points as defined in the Points and Rewards System.
As a user accumulates points for various sustainability actions, they should be able to view their total points and any badges earned on their dashboard.
Given that the user has logged energy-saving actions, when they access their dashboard, then they should see their total points displayed prominently along with any badges earned based on defined milestones.
As a facility manager reviews team engagement with the Sustainable Action Tracker, they should be able to analyze the overall points earned by team members to identify contributions toward sustainability goals.
Given that multiple users have logged actions, when the facility manager accesses the analytics section of the platform, then they should be able to view the total points earned by each team member and overall team performance in real-time.
As a user reaches a specific milestone in points accumulation, they should receive a notification confirming the achievement and any associated rewards or badges.
Given that a user has reached a milestone for points, when the points criteria is met, then the user should receive an in-app notification and an email confirming their achievement along with details of the rewards.
As a user logs their actions in the Sustainable Action Tracker, the system should prevent fraudulent entries to ensure the integrity of the points awarded.
Given that a user attempts to log an action that does not meet the defined criteria, when the action is submitted, then the system should display an error message and not award any points.
When the Points and Rewards System updates, users should receive an overview of changes via an update notification to keep them informed about the new rules.
Given that there are changes to the Points and Rewards System, when the update occurs, then each user should receive a notification detailing the changes to the points earning structure and new rewards available.
Performance Reporting Tool
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User Story
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As a sustainability lead, I want to generate performance reports on my team’s actions so that I can present our collective impact and strategize further improvements.
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Description
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The Performance Reporting Tool requirement will provide users with a comprehensive reporting functionality that summarizes logged actions over specified periods. Users will be able to generate custom reports on their sustainability actions, including metrics like total energy saved, average weekly activities, and overall contributions to company-wide sustainability goals. This tool will facilitate informed decision-making by allowing users to analyze their performances and impact over time, which fosters a culture of transparency and accountability with respect to energy conservation strategies.
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Acceptance Criteria
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Performance reporting for logged actions over monthly periods.
Given a user has logged multiple sustainability actions in the Sustainable Action Tracker, When the user requests a report for the past month, Then the system generates a report showing total energy saved, average weekly activities, and overall contributions to sustainability goals for that period.
Custom report generation based on user-selected metrics.
Given a user is on the Performance Reporting Tool interface, When the user selects specific metrics and date ranges to include in their report, Then the system generates the report that reflects only the selected metrics and time frame accurately.
Accessibility of reports across different devices.
Given that the Performance Reporting Tool is device-agnostic, When a user accesses the report from a mobile device or a desktop, Then the report displays correctly and is fully functional in terms of interactivity and data presentation.
User feedback on the clarity of generated reports.
Given a user has reviewed a generated report, When asked to provide feedback on the clarity and usefulness of the report, Then the user indicates high satisfaction, rating the report on a scale of 1 to 5 as a minimum of 4.
Integration of the Performance Reporting Tool with existing company systems.
Given the company has existing data management systems, When the Performance Reporting Tool is integrated, Then it successfully pulls in relevant data without errors and reflects accurate metrics in generated reports.
Integration with Existing Systems
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User Story
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As an IT administrator, I want to integrate the Sustainable Action Tracker with existing management systems so that data flows seamlessly and enhances user experience.
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Description
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The Integration with Existing Systems requirement ensures that the Sustainable Action Tracker can seamlessly connect with other company management systems such as energy usage dashboards, HR platforms, or sustainability reporting tools. This integration will allow for automatic data synchronization, making it easier for users to track their actions across various platforms without manual input. This will enhance the usability of the tracker and ensure that users have comprehensive access to their sustainability-related data, empowering them to make informed decisions based on real-time analytics.
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Acceptance Criteria
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Integration of Sustainable Action Tracker with Company Energy Dashboard
Given the Sustainable Action Tracker is set up, when an employee logs an energy-saving action, then the action should automatically sync with the company energy dashboard within a minute.
Integration of Sustainable Action Tracker with HR Management System
Given the Sustainable Action Tracker has been integrated with the HR system, when an employee logs an action, then their points should be reflected in their HR profile immediately after logging.
Consistency of Data Synchronization Across Platforms
Given multiple systems are integrated, when data is synced from the Sustainable Action Tracker to other platforms, then there should be no discrepancies in the data recorded across all systems.
User Experience While Using the Sustainable Action Tracker
Given the Sustainable Action Tracker is actively being used, when users navigate the interface, then they should be able to log their actions in no more than three clicks.
Error Handling During Data Sync
Given the Sustainable Action Tracker is attempting to sync data, when there is a failed sync due to connectivity issues, then the user should receive a notification and the system should automatically retry the sync after 5 minutes.
User Action History Accessibility
Given the integration is complete, when a user views their action history, then they should see a complete and accurate log of all actions taken over the past month.
Reward Redemption Hub
The Reward Redemption Hub provides users with a platform to redeem points earned from participation in energy challenges for rewards such as gift cards, extra vacation days, or eco-friendly products. This feature incentivizes participation by recognizing users’ efforts and enhancing motivation by offering tangible benefits for their sustainable actions.
Requirements
User Account Management
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User Story
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As a user, I want to manage my account details so that I can ensure my information is accurate and up to date, enabling better participation in energy challenges.
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Description
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The User Account Management requirement encompasses the functionalities necessary for users to create, edit, and manage their accounts within the Reward Redemption Hub. This includes registration processes, profile customization options, password reset capabilities, and account deletion functionalities. This requirement is crucial for ensuring a seamless user experience, allowing users to maintain control over their personal information and participation history. It enhances security and provides users with an engaging platform to actively monitor their earned rewards and engagement levels, ultimately driving increased participation in energy challenges.
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Acceptance Criteria
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User Account Registration Process
Given a new user visits the Reward Redemption Hub, when they fill out the registration form with valid details and submit it, then their account should be created successfully and a confirmation email should be sent.
Profile Customization Options
Given a logged-in user accesses their account settings, when they update their profile information (such as name, email, and preferences) and save the changes, then the updated information should be reflected in their account.
Password Reset Functionality
Given a user who has forgotten their password, when they request a password reset link, then they should receive an email with instructions to reset their password, and upon following the link, they should be able to set a new password successfully.
Account Deletion Process
Given a logged-in user who wants to delete their account, when they confirm the deletion request in their account settings, then their account should be removed from the system and they should receive a confirmation of deletion.
User Account Login Functionality
Given a registered user enters their correct login credentials, when they click the login button, then they should be granted access to their account dashboard in the Reward Redemption Hub.
Viewing Reward Balance and History
Given a logged-in user navigates to the rewards section of their account, when they view their current rewards balance and transaction history, then the information displayed should accurately reflect their earned points and redemption activities.
Account Security Features
Given a logged-in user updates their password, when they save the new password, then the old password should no longer allow access, ensuring security of the user account.
Points Tracking System
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User Story
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As a user, I want to track my earned points in real-time so that I can stay motivated and engaged with the energy challenges offered by GreenPulse.
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Description
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The Points Tracking System requirement involves implementing a comprehensive tracking mechanism that allows users to view their earned points based on participation in energy challenges. This system will display real-time updates on point accumulation, historical participation data, and potential rewards thresholds. The functionality is essential as it provides users with transparency into their progress, motivating them to participate more actively in sustainability efforts. This feature will also require integration with existing analytics tools within GreenPulse to offer personalized user insights.
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Acceptance Criteria
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Points Tracking Overview for Users
Given a user logs into their GreenPulse account, when they navigate to the Points Tracking System, then they should see their total earned points, historical participation data, and rewards thresholds updated in real-time and visually represented in a user-friendly dashboard format.
Real-time Points Accumulation
Given a user participates in any energy challenge, when they complete an activity that earns points, then their total points should be updated within 5 minutes on the Points Tracking System with a notification confirming the addition.
Integration with Analytics Tools
Given the Points Tracking System is connected to existing analytics tools, when a user views their points dashboard, then personalized insights, such as trends in energy savings and comparison to past performance, should be clearly displayed alongside their points total.
Reward Redemption Process
Given a user has enough points for a reward, when they select a reward from the Redemption Hub, then upon confirmation, their points should be deducted and a confirmation notification should be sent immediately, along with the estimated delivery time for the reward.
Error Handling for Points Display
Given a system error occurs while retrieving a user's points data, when the user attempts to access the Points Tracking System, then a user-friendly error message should appear, indicating the issue, and a prompt for retrying after a few moments should be provided.
Mobile Access to Points Tracking
Given a user accesses the GreenPulse platform via a mobile device, when they log in and go to the Points Tracking System, then the system should display their points and historical data consistently with the desktop version without loss of functionality.
User Engagement Analytics
Given the Points Tracking System tracks user participation, when the data is analyzed, then analytics should yield insights into the most popular energy challenges and user engagement levels, accessible to administrators for further action.
Reward Catalog Display
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User Story
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As a user, I want to browse the available rewards in an organized catalog so that I can easily choose how to spend my earned points.
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Description
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The Reward Catalog Display requirement entails creating a user-friendly interface that showcases the various rewards available for redemption with earned points, including gift cards, eco-friendly products, and other incentives. This catalog should categorize rewards by type, point requirement, and popularity to facilitate user navigation and selection. The intuitive design will enhance user experience and encourage greater participation in energy challenges, as users will be able to see and aspire to attainable rewards. Additionally, it will require integration with an inventory system to manage reward availability and update the catalog dynamically.
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Acceptance Criteria
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User views the Reward Catalog to find and select rewards for points earned from energy challenges.
Given the user is logged into their GreenPulse account, when they navigate to the Reward Redemption Hub, then they should see a categorized list of rewards organized by type, point requirement, and popularity.
User searches for a specific type of reward in the Reward Catalog.
Given the user is on the Reward Redemption Hub, when they use the search function to look for a specific reward type, then the system should display relevant rewards that match the search query within 2 seconds.
User selects a reward to redeem points and views its details.
Given the user is viewing the Reward Catalog, when they click on a specific reward, then a detailed view of the reward should appear, including its description, point requirement, and availability status.
Reward Catalog dynamically updates as rewards are redeemed by users.
Given the user is on the Reward Redemption Hub, when a reward is redeemed by any user, then the Reward Catalog should automatically reflect the updated availability status and reduce the quantity of that reward accurately within 5 minutes.
User attempts to redeem points for a reward that is currently out of stock.
Given a user tries to redeem points for a reward that is out of stock, when they attempt to complete the redemption process, then the system should display a message indicating the reward is unavailable while preventing the reward from being claimed.
User accesses the Reward Catalog on different devices.
Given the user is on the Reward Redemption Hub, when they access the catalog from a smartphone, tablet, or desktop, then the layout and functionality of the catalog should remain consistent across all devices.
Notification System
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User Story
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As a user, I want to receive notifications about my points and new rewards so that I don't miss out on opportunities to redeem my points.
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Description
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The Notification System requirement is responsible for notifying users about their points updates, new rewards available, and upcoming energy challenges through emails or in-app notifications. This feature is vital for keeping users engaged and informed, enhancing their interaction with the Reward Redemption Hub. By providing timely reminders and updates, the notification system can significantly improve user retention and participation rates. Additionally, user preferences for notification types and channels will need to be accounted for in the design.
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Acceptance Criteria
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User receives a notification about points updates after participating in an energy challenge.
Given the user has completed an energy challenge, when the challenge concludes, then the user should receive an email and an in-app notification regarding their points updates within 5 minutes.
User is notified about new rewards available for redemption.
Given new rewards are added to the Reward Redemption Hub, when the rewards are updated, then all users who have opted in for notifications should receive an email within 2 hours of the update.
User receives reminders for upcoming energy challenges they have registered for.
Given a user has registered for an upcoming energy challenge, when the event is within 3 days, then the user should receive a reminder via email and in-app notification 3 days prior to the event.
User can customize their notification preferences within the app.
Given the user is in the notification settings section, when they select the types of notifications they wish to receive, then their preferences should be saved and applied for all future notifications.
User does not receive notifications if they opted out.
Given the user has opted out of notifications, when new points updates or rewards are available, then the user should not receive any email or in-app notifications about these updates.
User receives confirmation of changes made to their notification preferences.
Given the user has successfully changed their notification preferences, when they save the changes, then the user should receive an immediate confirmation message in the app and an email confirming the preferences update.
User receives a daily recap of points earned and challenges completed.
Given the user has participated in activities throughout the week, when a new week begins, then they should receive a summary email of their points earned and challenges completed every Monday morning.
Social Sharing Capability
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User Story
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As a user, I want to share my rewards and achievements on social media so that I can encourage others to participate in energy challenges alongside me.
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Description
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The Social Sharing Capability requirement will enable users to share their achievements and points milestones through their social media accounts. This feature will encourage users to participate in energy challenges and promote the GreenPulse platform to their networks, leveraging social proof to drive user engagement. The implementation should focus on user privacy and control over what information can be shared while still allowing for seamless sharing experiences. This functionality can also be used for referral programs to further incentivize participation.
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Acceptance Criteria
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User shares their achievement post on Facebook after completing an energy challenge.
Given a user logged into their account, when they select the option to share their achievement on Facebook, then a post should be created that includes the user's point milestone and a link to the GreenPulse platform.
User controls the visibility of shared achievement on social media.
Given a user is in the sharing settings, when they choose to share their achievement, then they should see an option to customize the post and control what information is visible, including a toggle for showing or hiding their point total.
User shares an achievement milestone on Twitter successfully.
Given a user has successfully completed an energy challenge, when they click the 'Share on Twitter' button, then a tweet should be generated that accurately reflects their achievement and includes hashtags relevant to the sustainability initiatives.
Referral program shares through social media channels.
Given a user completes a referral action, when they opt to share their referral code on social media, then the post should include a personalized message, referral code, and a link to the GreenPulse platform.
User receives notifications about successful shares on social media.
Given a user has shared their achievement, when the share is posted on social media, then the user should receive a confirmation notification within the GreenPulse platform about the successful sharing of their milestone.
User's shared post on social media effectively generates engagement.
Given a user has shared their achievement on social media, when they receive likes, shares, and comments on their post, then these interactions should be tracked and reflected in their achievement metrics on the GreenPulse platform.
Team Challenge Mode
The Team Challenge Mode allows departments or groups within the organization to compete against each other in energy-saving challenges. By fostering teamwork, this feature encourages collaboration and shared responsibility for sustainability goals. Participants can track their team's performance, communicate through a dedicated channel, and celebrate joint achievements, enhancing camaraderie and collective action toward energy savings.
Requirements
Team Challenge Dashboard
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User Story
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As a facility manager, I want to see my team's current standings in the energy-saving challenge so that I can identify areas for improvement and motivate my team to perform better.
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Description
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The Team Challenge Dashboard serves as a centralized hub for displaying energy-saving performance metrics of competing teams within the organization. It will showcase individual team statistics, overall standings, and highlights of achievements, enabling teams to visualize their progress towards energy-saving goals. This requirement is vital because it promotes transparency and fosters motivation among participants, encouraging healthy competition and fueling engagement in sustainability initiatives. Integrating with the existing analytics framework, it will offer real-time updates and historical comparisons, empowering teams to develop strategies to improve their efficiency.
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Acceptance Criteria
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Team Challenge Dashboard displays real-time performance metrics for all groups competing in energy-saving challenges during the weekly review meeting.
Given the Team Challenge Dashboard is accessible during the weekly review meeting, when team members log in, then they should see real-time performance metrics displayed clearly, including energy savings percentage, overall rank, and individual contributions.
Teams can view historical performance data in the Team Challenge Dashboard for comparative analysis.
Given a team opens the Team Challenge Dashboard, when they select the historical performance tab, then they should be able to view energy-saving metrics from previous challenges for up to the last year, with options to filter by date and challenge type.
The Team Challenge Dashboard notifies teams when they reach significant energy-saving milestones.
Given a team achieves a predefined energy-saving milestone, when this occurs, then the Team Challenge Dashboard should display a notification congratulating the team with the percentage of energy saved.
The dashboard allows team members to communicate and celebrate achievements within the Team Challenge mode.
Given a team is logged into the Team Challenge Dashboard, when they successfully save a specified percentage of energy, then a dedicated communication channel should be available for team members to post achievements and share congratulations in real-time.
Users can customize the display settings of the Team Challenge Dashboard for better usability.
Given a user accesses the dashboard settings, when they opt to customize display preferences, then they should be able to change metrics displayed, timeframes, and layout of the dashboard for improved usability.
Team Challenge Dashboard visualizes comparative metrics against other teams effectively.
Given multiple teams are participating in the challenge, when a user views the dashboard, then they should see a clear, comparative visual representation (like a leaderboard) of their team’s performance against all other teams in real-time.
The dashboard integrates seamlessly with existing analytics tools for data accuracy.
Given the Team Challenge Dashboard requires data from the existing analytics framework, when updates occur in the analytics tools, then the dashboard should reflect these updates in real-time without user intervention, ensuring data accuracy at all times.
Team Communication Channel
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User Story
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As a team member, I want an easy way to communicate with my team about our energy-saving activities so that we can coordinate efforts and stay motivated throughout the challenge.
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Description
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The Team Communication Channel is a dedicated space for participants of the Team Challenge Mode to interact, share updates, and celebrate achievements. This feature will facilitate seamless collaboration through messaging, file sharing, and notifications tailored specifically for challenge participants. By fostering open communication, it enhances teamwork and encourages participants to share best practices and strategies for energy savings. Integrated with the platform’s notification system, it will alert teams of updates, deadlines, and milestones, ensuring participants remain engaged throughout the challenge duration.
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Acceptance Criteria
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Team members access the Team Communication Channel during an ongoing energy-saving challenge to discuss strategies and share insights on how to reduce energy consumption in their respective departments.
Given a user is logged into the GreenPulse platform, when they navigate to the Team Challenge Mode, then they should see the Team Communication Channel and be able to send messages and share files.
A team leader sends a notification to all challenge participants about an upcoming deadline for energy-saving submissions through the Team Communication Channel.
Given a team leader is in the Team Communication Channel, when they send a notification about a deadline, then all team participants should receive the notification in real-time.
Participants want to celebrate their achievements in energy savings through the Team Communication Channel by posting a message that highlights their collective success.
Given a participant is viewing the Team Communication Channel, when they post an achievement message, then the message should be visible to all members of the team and can be liked or commented on by other members.
During the energy challenge, team members share documents containing best practices and strategies in the Team Communication Channel for others to leverage.
Given a user is in the Team Communication Channel, when they upload a document, then other team members should be able to download and view the document within the channel.
Team members use the Team Communication Channel to track their team's performance metrics during the ongoing challenge and encourage each other.
Given the challenge metrics are updated, when any team member views the Team Communication Channel, then they should see the latest performance metrics displayed within the channel.
Participants seek clarification on challenge rules or deadlines through the Team Communication Channel to ensure understanding and compliance.
Given a participant has questions about the challenge, when they post a question in the Team Communication Channel, then responses from other team members should be provided within a specified response time frame.
Gamification Elements
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User Story
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As a user, I want to earn points and badges for participating in energy-saving challenges so that I feel motivated to contribute actively to my team's performance.
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Description
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Gamification Elements are components designed to enhance user engagement by introducing game-like mechanics into the Team Challenge Mode. This includes badges, leaderboards, and points systems that recognize users for their energy-saving actions and participation. These features will motivate teams to strive for energy efficiency and collectively meet sustainability goals by providing rewards and recognition for their efforts. Implementation of these elements will be vital for enhancing user experience and driving continuous participation in energy-saving initiatives.
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Acceptance Criteria
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Team Challenge Mode Interaction with Gamification Elements
Given a user in Team Challenge Mode, when they complete an energy-saving action, then the user should receive points that are reflected in their profile.
Badges and Achievements Visibility
Given a user has completed specific energy-saving milestones, when they view their profile, then they should see the relevant badges displayed prominently.
Leaderboard Functionality
Given multiple users participating in Team Challenge Mode, when the challenge is active, then the leaderboard should update in real-time based on the points accumulated by all teams.
Communication Channel Engagement
Given a user on a team in the Team Challenge Mode, when they send a message through the dedicated communication channel, then that message should be visible to all team members immediately.
Performance Tracking Over Time
Given a team participating in the challenge, when they navigate to their performance dashboard, then they should see a graphical representation of their energy-saving performance trends over time.
Reward Redemption Process
Given a user has earned enough points from energy-saving actions, when they choose to redeem their rewards, then the redemption process should reflect the options available based on points earned.
Celebration of Achievements
Given a team has reached a predetermined energy-saving goal, when they access the Team Challenge Mode, then they should see a celebration notification recognizing their achievement along with a summary of their performance.
Reporting and Analytics Integration
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User Story
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As a sustainability officer, I want to access detailed reports on team performance in the energy-saving challenge so that I can assess its impact on our sustainability goals and improve future initiatives.
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Description
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The Reporting and Analytics Integration will provide comprehensive insights and analytics related to team performance in the energy-saving challenges. This requirement involves creating customizable reports that enable users to analyze participation rates, energy savings achieved by each team, and overall impact on organizational energy goals. This feature is crucial as it allows facility managers and sustainability officers to evaluate the effectiveness of the challenge mode and make data-driven decisions for improving future initiatives. The integration will pull data from various sources within the platform, ensuring accurate and meaningful analytics.
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Acceptance Criteria
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Team members access the Reporting and Analytics Integration after completing an energy-saving challenge to evaluate their performance against set targets.
Given team members have completed an energy-saving challenge, When they access the Reporting and Analytics Integration, Then they should see a customizable report displaying participation rates, total energy savings, and individual contributions by team member.
Facility managers require an overview of all teams' performances to present to upper management at the quarterly sustainability meeting.
Given the facility manager is logged into the GreenPulse platform, When they request a comprehensive report for all teams, Then the report must accurately summarize team performance, including comparative energy savings and participation rates across departments.
Sustainability officers want to evaluate the effectiveness of different challenge types based on historical data to improve future initiatives.
Given sustainability officers have access to past energy challenge data, When they generate a report through the Reporting and Analytics Integration, Then they should receive insights into the success rates of each challenge type and related energy savings metrics.
A department wishes to track its progress in real-time during an ongoing energy-saving challenge.
Given that the department is participating in an active challenge, When they view the Reporting and Analytics Integration dashboard, Then they must see real-time updates on their energy savings compared to other teams participating in the challenge.
Team leaders want to celebrate their team's achievements after a challenge ends and need a report showing key highlights.
Given the energy-saving challenge has concluded, When team leaders access the Reporting and Analytics Integration, Then they should obtain a report that highlights their team's achievements and contributions, allowing for effective communication and celebration.
Challenge Setup Wizard
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User Story
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As an administrator, I want a simple setup process for creating energy-saving challenges so that I can encourage participation without dedicating too much time or resources to the setup.
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Description
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The Challenge Setup Wizard simplifies the process of creating and launching energy-saving challenges within the organization. This user-friendly interface will allow administrators to define challenge parameters, set goals, establish rules, and invite participants with ease. By ensuring a streamlined setup process, this requirement enables quick rollouts for new challenges and encourages widespread participation. It is essential for enhancing the user experience and ensuring that administrators can effectively manage the challenge feature without extensive training or support.
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Acceptance Criteria
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Challenge Setup Wizard allows administrators to initiate a new energy-saving challenge by providing options for setting goals and rules, inviting participants, and defining challenge parameters in a simple and step-by-step manner.
Given an administrator is logged into GreenPulse, when they navigate to the Challenge Setup Wizard, then they should see a clear and intuitive interface that allows for goal-setting, rule enforcement, and participant invitations.
An administrator successfully completes the Challenge Setup Wizard to create a new energy-saving challenge and receives confirmation of the challenge launch.
Given an administrator has filled in all required fields in the Challenge Setup Wizard, when they submit the setup form, then the system must display a confirmation message indicating the challenge has been successfully created.
Participants receive timely notifications via the platform about the new energy-saving challenge, allowing them to engage and understand challenge rules and goals.
Given a challenge has been successfully created, when the participant logs into GreenPulse, then they must see a notification about the new challenge along with relevant details such as rules and goals.
The Challenge Setup Wizard accommodates varying challenge types, such as point-based competitions or percentage reductions, allowing administrators to customize challenges to meet organizational needs.
Given an administrator is using the Challenge Setup Wizard, when they select the type of challenge, then the system should adapt appropriately, offering parameters related to the selected challenge type.
Administrators can easily edit existing challenges through the Challenge Setup Wizard to adapt to changing organizational objectives or participant feedback.
Given an existing challenge is being edited through the Challenge Setup Wizard, when they make changes and save, then the updates should be reflected in the challenge details without errors.
The Challenge Setup Wizard provides a preview of the challenge setup summarizing all parameters before final submission, ensuring accuracy and understanding of the challenge details.
Given an administrator is finalizing a setup in the Challenge Setup Wizard, when they request a preview, then the system should display a comprehensive summary of all settings including goals, rules, and participants for confirmation.
The Challenge Setup Wizard logs and tracks all administrative actions related to challenge creation for future auditing and reporting purposes.
Given the Challenge Setup Wizard has been used to set up a challenge, when looking into system logs, then the relevant administrative actions such as creation time, admin ID, and challenge parameters must be recorded and retrievable.
Daily Challenges & Tips
The Daily Challenges & Tips feature provides users with new, bite-sized energy-saving challenges every day, accompanied by tips and tricks to maximize their impact. This constantly refreshed content keeps users engaged and allows for incremental habit formation regarding sustainability practices. By making participation easy and accessible, it encourages ongoing involvement and a deeper commitment to energy efficiency.
Requirements
Daily Challenge Notifications
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User Story
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As a facility manager, I want to receive daily notifications about new energy-saving challenges so that I can easily stay informed and engaged in the sustainability initiatives without having to check the app constantly.
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Description
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The Daily Challenge Notifications requirement enables automated notifications to users via email or in-app alerts, informing them of the new energy-saving challenges available each day. This feature is essential for ensuring that users are consistently aware of the current challenges, which helps to foster engagement and habit formation. The notifications can be customized based on user preferences, allowing users to select the frequency and type of notifications they receive. This integration enhances user interaction by making it easier for them to participate in sustainability efforts daily, contributing to increased energy efficiency across their operations.
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Acceptance Criteria
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Automated Daily Challenge Notification via Email.
Given a user has opted in for email notifications, when the daily challenge is available, then an email notification is sent to the user containing the challenge details and tips for participation.
In-App Notification for Daily Challenges.
Given a user is logged into the GreenPulse platform, when a new daily challenge is released, then an in-app notification is displayed to the user immediately.
User Customization of Notification Preferences.
Given a user accesses the notification settings, when they customize their preferences, then their selections for notification frequency and type are saved and respected in future notifications.
User Engagement Tracking with Notifications.
Given a user receives a daily challenge notification, when they click on the notification, then their engagement is logged and analyzed for tracking overall participation in challenges.
Email Notification Delivery Timing.
Given a user is enrolled for email notifications, when the daily challenge is published, then the email should be sent within 15 minutes after publication time.
Feedback Mechanism for Daily Challenges.
Given a user has completed a daily challenge, when they submit feedback via the notification prompt, then their feedback is recorded and contributes to insights for future challenges.
User Challenge Participation Tracking
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User Story
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As a sustainability officer, I want to track my team's participation in daily energy challenges so that I can monitor engagement and ensure we are meeting our sustainability goals.
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Description
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The User Challenge Participation Tracking requirement focuses on the ability to track and record users' participation in daily challenges. This feature will provide a dashboard view where users can see their progress over time, including the challenges completed and the energy savings achieved. By keeping track of their participation, users can set goals, receive personalized feedback, and visualize their contributions to sustainable practices. This functionality enhances accountability and motivates users to engage continuously in energy-saving practices, ultimately supporting the product’s objective of fostering a culture of sustainability.
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Acceptance Criteria
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User views their participation progress on the dashboard after completing daily energy-saving challenges for the week.
Given the user has logged in to their account, when they navigate to the participation dashboard, then they can see a visual representation of their completed challenges and energy savings for the past week.
A user receives personalized feedback on their participation after completing a set of challenges.
Given the user has completed at least three daily challenges, when they check their feedback section, then they receive specific insights related to their energy savings performance and participation rate.
Users can set personal goals for energy savings as part of their participation tracking.
Given the user is on the participation dashboard, when they input their target energy savings for the month, then the system saves this goal and reflects it on their dashboard with progress tracking.
Users want to monitor their historic participation in energy-saving challenges.
Given the user selects the 'History' tab on the participation dashboard, when the tab loads, then it displays a chronological list of all challenges completed and associated energy savings over the last year.
Users want to be notified when they complete a challenge to enhance engagement.
Given the user completes a daily challenge, when they finish it, then they receive a notification confirming the completion and summarizing the energy savings achieved.
Users can filter and sort their participation data by challenge type.
Given the user is on the participation dashboard, when they select filter options for challenge type, then the dashboard updates to show only the challenges that match the selected criteria along with corresponding savings.
Users receive reminders to participate in daily challenges to maintain engagement.
Given the user has notifications enabled, when a new daily challenge becomes available, then they receive a push notification prompting them to check the new challenge.
Daily Tips Content Management
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User Story
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As an admin, I want to update daily tips associated with energy challenges so that users always have the most relevant and practical information to support their sustainability efforts.
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Description
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The Daily Tips Content Management requirement allows administrators to create and manage a backend system for updating and refreshing the tips associated with the energy-saving challenges daily. This functionality ensures that the tips remain relevant, engaging, and aligned with current sustainability practices. It provides editors with the ability to categorize tips, set expiration dates, and analyze user engagement metrics to improve content over time. Effective management of this content is crucial for maintaining user interest and providing valuable insights, enhancing the overall user experience on the platform.
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Acceptance Criteria
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Administrators log in to the backend system to create a new daily tip and save it for user visibility.
Given the administrator is logged into the backend, when they create a new daily tip with relevant details and click save, then the tip should be stored in the database and visible on the user dashboard the next day.
The administrator sets an expiration date for a daily tip to ensure timely relevance.
Given the administrator is creating a daily tip, when they specify an expiration date, then the system should prevent the tip from being displayed after the expiration date has passed.
Administrators want to categorize tips to enable easier management and filtering of content in the backend system.
Given the administrator is entering a new tip, when they select a category from the predefined list and save the tip, then the tip should be tagged with that category in the backend system for easy retrieval.
Administrators attempt to view user engagement metrics for past daily tips to assess effectiveness.
Given the administrator is logged into the backend, when they access the analytics section, then they should see a report detailing user engagement metrics such as views, likes, and shares for each daily tip over the past month.
The administrator edits an existing daily tip to update its content to ensure it remains relevant.
Given the administrator has selected an existing daily tip to edit, when they change the content and save it, then the updated tip should reflect the changes immediately on the user dashboard.
An administrator wants to delete a daily tip that is no longer relevant.
Given the administrator identifies a daily tip to delete, when they confirm the deletion action, then the tip should be removed from the database and no longer appear on the user dashboard.
A new daily tip is scheduled to be released at a specific time each day.
Given a new daily tip is set to be published at 8:00 AM, when the system reaches that time, then the tip should automatically become visible to end-users without manual intervention.
Social Sharing Capability
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User Story
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As a user, I want to share my progress in energy-saving challenges on social media so that I can inspire others to participate in sustainability initiatives.
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Description
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The Social Sharing Capability requirement enables users to share their participation in daily challenges and tips on social media platforms. This feature encourages a community-oriented approach to sustainability by allowing users to showcase their commitments to energy efficiency. Users can share completed challenges, energy savings, or tips with their social networks, promoting awareness and engagement both within and outside the platform. By facilitating this sharing option, the feature can increase the visibility of sustainable practices and potentially attract new users to GreenPulse, enhancing its role in driving a global transition to eco-friendly practices.
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Acceptance Criteria
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User shares a completed daily challenge on their social media account to encourage friends to join the sustainability effort.
Given a user has completed a daily energy-saving challenge, When they click the 'Share' button and select the desired social media platform, Then a pre-filled post should appear allowing the user to edit and publish it.
The user accesses the social sharing feature from the Daily Challenges & Tips section of the GreenPulse platform.
Given the user is on the Daily Challenges & Tips page, When they scroll down to the current challenge, Then the 'Share' option should be visible and easily accessible next to the challenge description.
A user shares their energy savings achieved through a specific challenge to their social media group.
Given a user has recorded their energy savings in the GreenPulse platform, When they select the option to share their savings on social media, Then a post should be generated summarizing the challenge and the energy saved, along with an engaging image from the platform.
A user checks their social media to see if others have engaged with their shared daily challenge post.
Given a user has shared a daily challenge on social media, When they log into their social media account, Then they should see their post with the statistics of likes and comments related to that post.
The user invites others via social media to join them in the Daily Challenges & Tips feature on GreenPulse.
Given the user has access to the sharing feature, When they choose to invite friends through social media, Then a message should be pre-filled with a link to the GreenPulse platform and information about the benefits of participating in daily challenges.
The platform tracks engagement metrics resulting from social sharing of challenges.
Given the sharing capability is active, When users share challenges on social media, Then the platform should track and report engagement metrics such as clicks, shares, and new user sign-ups originating from those shares.
Gamification Elements
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User Story
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As a user, I want to earn points and badges for completing energy challenges so that I feel motivated and recognized for my sustainability efforts.
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Description
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The Gamification Elements requirement incorporates points, badges, and leaderboards into the Daily Challenges & Tips feature, enhancing user engagement through a fun and competitive environment. Users earn points for completing challenges, can earn badges for significant contributions, and see where they rank among peers on leaderboards. This functionality aims to increase user motivation, as it creates a sense of achievement and community within the platform. By integrating gamification, GreenPulse aims to make sustainability practices more enjoyable and rewarding for users, thus promoting continuous participation.
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Acceptance Criteria
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Gamification Implementation for Daily Challenges
Given that a user has signed up for GreenPulse and is logged into their account, when they complete a daily energy-saving challenge, then they should automatically earn points for that challenge as well as receive a notification confirming the points awarded.
Badge Achievement for Major Energy Savings
Given that a user completes a predetermined number of daily challenges and achieves a specific energy-saving target, when these conditions are met, then a badge should be awarded to the user and displayed on their profile.
Leaderboard Update After Challenge Completion
Given that multiple users participate in daily challenges, when a user completes a challenge, then their position on the leaderboard should update in real-time to reflect the new score and display their ranking among peers.
User Notification for New Badges Earned
Given that a user has earned a new badge, when the badge is awarded, then the user should receive an instant notification both in-app and via email to inform them of the new achievement.
Tracking Points History
Given that a user has participated in multiple challenges, when they navigate to their profile, then they should be able to view a detailed history of points earned, including dates and challenges completed.
Accessibility of Leaderboards for All Users
Given that any user accesses the leaderboard page, when they load the page, then it should display the top 10 users along with their corresponding points and rankings, ensuring no access restrictions.
Feedback Loop for Challenge Improvement
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User Story
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As a user, I want to provide feedback on the daily challenges so that I can contribute to improving the program and feel my input is valued.
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Description
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The Feedback Loop for Challenge Improvement requirement implements a system for users to provide feedback on daily challenges and tips, allowing them to suggest improvements or report difficulties. This feature will include a simple feedback form accessible from every challenge, enabling users to communicate their experiences and preferences. By collecting this feedback, the GreenPulse team can better understand user needs, continually refine their challenges and tips, and enhance overall user satisfaction. Encouraging user feedback fundamentally supports the product's adaptive improvement philosophy and commitment to user-centric design.
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Acceptance Criteria
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User Access to Feedback Form from Daily Challenges
Given a user is viewing a daily challenge, when they click the 'Provide Feedback' button, then they should be directed to a feedback form that allows them to submit their suggestions or difficulties.
Successful Submission of Feedback
Given a user has filled out the feedback form, when they click the 'Submit' button, then a confirmation message should be displayed, and the feedback should be recorded in the system.
Viewing Collected Feedback
Given an admin user is in the admin dashboard, when they navigate to the feedback section, then they should be able to view all submitted feedback categorized by challenge.
Feedback Follow-Up Notifications
Given a user has submitted feedback, when the feedback is reviewed by the GreenPulse team, then the user should receive a follow-up notification regarding any actions taken based on their feedback.
User Experience Survey Post-Feedback Submission
Given that a user has submitted feedback, when they complete the feedback form, then they should be prompted to participate in a short survey about their overall experience with the challenges.
Aggregation of User Feedback Data
Given the system has collected user feedback from multiple submissions, when the GreenPulse team accesses the data analytics dashboard, then they should see aggregated statistics of feedback ratings and trends.
Gamification Analytics Dashboard
The Gamification Analytics Dashboard offers insights into individual and team performance in the energy challenges. Users can view their statistics, including points earned, challenges completed, and comparisons against peers. This insight not only enhances motivation by showcasing progress but also helps users identify areas for improvement, fostering a continuous improvement mindset in energy efficiency efforts.
Requirements
User Progress Visualization
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User Story
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As a facility manager, I want to see a visual representation of my team's energy challenge performance so that I can identify high achievers and those who need additional support.
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Description
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The User Progress Visualization requirement focuses on developing a comprehensive graphical interface that showcases individual and team performance metrics. This functionality will present data on points earned, challenges completed, and overall participation in energy challenges. Integration with existing data sources allows for real-time updates and ensures that users can track their progress accurately over time. This enhances user engagement and motivation, driving continuous participation in sustainability initiatives. Furthermore, the visualization will include components that allow users to set personal goals, fostering a proactive approach to energy efficiency within the organization.
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Acceptance Criteria
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User accessing the Gamification Analytics Dashboard to view their personal performance metrics after completing an energy challenge.
Given a user is logged into the GreenPulse platform, when they navigate to the Gamification Analytics Dashboard, then they should see a graphical display of points earned, challenges completed, and progress relative to their peers.
User setting personal goals for energy efficiency in the User Progress Visualization interface.
Given a user is on the User Progress Visualization page, when they enter a target goal for points and submit, then the system should save the goal and display it alongside their current metrics.
Team leader reviewing team performance metrics in the User Progress Visualization to encourage participation in energy challenges.
Given a team leader accesses the Gamification Analytics Dashboard, when they view the team performance section, then the dashboard should display a comparison of individual team members' statistics, highlighting the top performers.
User completing an energy challenge and the dashboard reflecting real-time updates of their performance metrics.
Given a user has completed an energy challenge, when the completion is recorded in the system, then the dashboard should automatically update to reflect the new points earned and challenges completed without needing to refresh the page.
User navigating through the User Progress Visualization to identify areas for improvement in energy usage.
Given a user is viewing their performance metrics, when they select a performance area to analyze further, then the system should provide insights and recommendations based on their challenge data and points earned.
System administrator verifying the integration of data sources with the User Progress Visualization for accuracy of metrics.
Given a system administrator has access to data source settings, when they run a data accuracy report, then the system should confirm that the metrics displayed in the User Progress Visualization reflect accurate and up-to-date information from integrated sources.
Peer Comparison Metrics
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User Story
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As a sustainability officer, I want to compare my performance in energy challenges to my peers so that I can analyze where I stand and identify areas for improvement.
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Description
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The Peer Comparison Metrics requirement involves implementing features that allow users to compare their performance against that of their peers. This functionality will generate insights into how an individual's energy-saving activities stack up against average and top-performing users. It will motivate users to improve their standings and encourage a competitive spirit among team members. Implementing this feature will also involve backend modifications to curate and present comparative data accurately and dynamically while maintaining user confidentiality.
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Acceptance Criteria
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User compares their energy-saving performance with peers in the Gamification Analytics Dashboard to assess their standings and identify improvement opportunities.
Given a user is logged into the Gamification Analytics Dashboard, when they access the Peer Comparison Metrics section, then they should see their current energy-saving points, the average points of their peer group, and the points of the top performer.
User wants to understand their performance trends compared to peers over time in order to motivate and adjust their energy-saving actions accordingly.
Given a user has accessed their Peer Comparison Metrics, when they view the performance over the last 30 days, then they should be able to see a line graph displaying their points against the average points of peers for the same period.
User wishes to receive notifications on performance changes to maintain motivation and awareness around their energy-saving efforts.
Given a user is enrolled in Peer Comparison Metrics notifications, when their point total changes significantly (above or below peer averages), then they should receive an email notification highlighting their new status and tips for improvement.
User needs to ensure their personal data remains confidential while comparing their performance metrics with peers.
Given a user is viewing the Peer Comparison Metrics, when they look at the detailed comparison data, then they should only see aggregated scores and ranking without any identifiable information about other users.
Team managers want to inspire their team by showcasing top performers based on peer comparison metrics during team meetings.
Given a team manager accesses the Peer Comparison Metrics summary, when they generate a report for their team, then the report should include the top three performers' average scores compared to the team's average score without revealing individual user identities.
Users expect to have a detailed breakdown of how their comparison scores are calculated to comprehend their standings better.
Given a user is on the Peer Comparison Metrics page, when they request more information about scoring calculation, then they should see a pop-up that clearly outlines how their scores are determined based on specific criteria.
Customizable Challenges and Rewards
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User Story
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As a user, I want to create my own energy challenges tailored to my team’s strengths so that we can work more effectively towards meeting our sustainability goals.
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Description
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The Customizable Challenges and Rewards requirement aims to enable users to create tailored energy challenges that align with organizational sustainability goals. Admins will be able to adjust parameters such as challenge duration, point allocation, and types of activities involved. Moreover, this feature includes setting up a reward system for achievements to further incentivize participation. By empowering users with flexibility in creating challenges, it encourages broader participation and enhances the overall efficacy of the gamification approach within GreenPulse.
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Acceptance Criteria
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Admin sets up a new customizable energy challenge to promote office-wide energy conservation and engagement.
Given the admin has access to the Gamification Analytics Dashboard, when they create a new challenge by filling in the duration, points allocation, and types of activities, then the new challenge should appear in the list of available challenges and be selectable by users.
Users participate in an active energy challenge and earn points based on their energy-saving activities.
Given a user has selected an active challenge, when they complete an energy-saving activity, then the points earned should be automatically updated in their profile within 5 minutes and reflected in the leaderboard.
Admin reviews and adjusts existing energy challenges based on participant feedback and performance metrics.
Given the admin has access to challenge performance data, when they modify the parameters of an existing challenge (duration, points, activities), then those changes should be saved and reflected in the challenge details immediately for all users.
Users receive rewards after completing energy challenges to incentivize participation and maintain engagement.
Given a user has completed all activities in a challenge, when the admin awards the corresponding reward, then the user should receive a notification and have the reward credited to their account within one hour.
Admins generate a report on challenge engagement levels to assess effectiveness and areas for improvement.
Given the admin is on the reporting page of the dashboard, when they select a date range and challenge type, then the generated report should show total participants, average points earned, and completion rates for the selected challenges within 2 minutes.
Users compare their performance against peers in the same challenges to foster a competitive environment.
Given multiple users are participating in the same challenge, when the comparing feature is accessed, then users should be able to view a leaderboard showing their rank based on points earned compared to their peers.
Users provide feedback on energy challenges to improve future customization and engagement.
Given the challenge feedback feature is available, when users submit their feedback after completing a challenge, then their feedback should be stored in the system and available for admins to review on the analytics dashboard within 24 hours.
Achievement Badges and Milestones
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User Story
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As a user, I want to earn badges for completing energy challenges so that I can showcase my achievements and motivate others to participate.
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Description
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The Achievement Badges and Milestones requirement entails designing a system of digital badges that users can earn as they reach specific goals or milestones in their energy sustainability challenges. This gamification element fosters engagement by providing tangible recognition of users' efforts and achievements. Users can display these badges on their profiles, encouraging users to strive for more badges, thus facilitating increased participation in energy-saving activities. This system will integrate with user profiles and display on the Gamification Analytics Dashboard for full visibility.
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Acceptance Criteria
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Users can earn achievement badges after completing specific sustainability challenges.
Given a user has completed a designated energy challenge, when they check their profile, then the corresponding achievement badge should be displayed along with the date it was earned.
Users should see their total earned badges on their Gamification Analytics Dashboard.
Given a user has completed multiple challenges and earned badges, when they access the Gamification Analytics Dashboard, then their total badges count should reflect on the dashboard accurately.
Users must be able to display badges on their profiles to show their achievements.
Given a user has earned achievement badges, when they view their profile, then all earned badges should be visually represented alongside the user's statistics.
Users receive a notification or alert when a badge is earned.
Given that a user has completed an action that earns them a badge, when the badge is awarded, then the user should receive a notification alerting them of their new badge achievement.
Users can share their achievements and badges with others.
Given a user has earned an achievement badge, users should be able to share this badge on social media platforms directly from their profiles.
Users can track their progress towards earning new badges.
Given a user is actively participating in sustainability challenges, when they view their badges section in their profile, then they should see a list of upcoming badge milestones along with the requirements to achieve them.
Admins can configure the criteria for earning badges.
Given an admin is logged into the system, when they access the badge configuration settings, then they should be able to create, modify, or delete badge criteria as needed.
Analytics and Reporting Tools
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User Story
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As a facility manager, I want to generate reports on energy challenge performances so that I can present our achievements to stakeholders in a clear and impactful way.
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Description
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The Analytics and Reporting Tools requirement focuses on providing detailed insights and reports regarding energy challenge participation and results. It will equip users with data analytics tools to evaluate performance trends over time, the impact of their actions on energy savings, and insights into collective team results. These tools will assist facility managers and sustainability officers in making informed decisions and implementing targeted interventions for better energy management. The reports will also include visual elements that can be easily shared with stakeholders.
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Acceptance Criteria
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Analytics and Reporting Tools provide insights into energy challenge participation and results over a given time frame.
Given a user accesses the Analytics and Reporting Tools, when selecting a specific date range for energy challenge participation, then they should be able to view detailed insights, including participation rate, points earned, and completed challenges for that time frame.
Users can generate reports summarizing energy savings and performance trends from the Analytics and Reporting Tools.
Given a user is on the Analytics Dashboard, when they choose to generate a report for a selected time range, then the system must provide a downloadable report in PDF format containing visual elements and key performance metrics regarding energy savings and user performance.
The Analytics and Reporting Tools enable users to compare individual performance against team averages.
Given a user is viewing their energy challenge statistics, when they select the 'Compare to Team' option, then they should be able to see a comparison chart that displays their points earned and participation against the average of their team's performance.
Reports generated from the Analytics and Reporting Tools can be easily shared with stakeholders.
Given a user has generated a report, when they choose the 'Share' option, then the system must allow them to share the report via email or provide a sharable link without compromising data security.
Users can filter analytical data by specific categories, such as team performance or challenge type.
Given a user is on the Analytics Dashboard, when they apply filters for specific categories, then the insights displayed should update immediately to reflect only the data that meets the applied filter criteria.
Interactive Leaderboards
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User Story
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As a user, I want to see how my performance compares with top users on a leaderboard so that I can be motivated to improve my energy-saving activities.
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Description
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The Interactive Leaderboards requirement introduces a leaderboard component that displays top performers in energy challenges, promoting healthy competition among users. This feature will dynamically update based on users' ongoing performances, showcasing rankings based on points earned and challenges completed. Leaderboards will be segmented by team and overall metrics, allowing both individual and collective participation to be highlighted. Engaging users through casual competition will help increase participation while fostering a community spirit within the platform.
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Acceptance Criteria
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User views the leaderboard after participating in multiple energy challenges.
Given the user has completed at least one energy challenge, When the user accesses the leaderboard, Then the leaderboard should display the user's current ranking based on points earned and challenges completed.
User's ranking on the leaderboard updates in real-time during a challenge.
Given the user is currently competing in an energy challenge, When the user earns points or completes additional challenges, Then the leaderboard should refresh to reflect the updated ranking within 5 seconds.
Team-based rankings are viewed by a user managing a team.
Given the user is an authorized team manager, When the user accesses the leaderboard, Then the leaderboard should show both individual and team rankings segmented by team and overall performance.
User compares their performance against their peers on the leaderboard.
Given the user is viewing the leaderboard, When the user selects a peer for comparison, Then the dashboard should highlight the selected peer's performance metrics next to the user's metrics.
Leaderboard displays show the top ten performers in energy challenges.
Given multiple users have participated in energy challenges, When the user accesses the leaderboard, Then the top ten users based on points earned should be prominently displayed at the top of the leaderboard.
Leaderboard data is accessible to users at all times without latency issues.
Given a user interacts with the leaderboard feature, When the user requests the leaderboard data, Then the data should load within 3 seconds without any errors.
Eco-Badge System
The Eco-Badge System rewards users with digital badges for reaching specific milestones or completing sustainability challenges. These badges can be proudly displayed on user profiles, creating a sense of accomplishment and community recognition. This feature not only incentivizes continued participation but also enhances engagement through visual acknowledgment of individual and team efforts in sustainability.
Requirements
Badge Creation Module
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User Story
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As an administrator, I want to create and customize digital badges for sustainability achievements so that I can motivate and engage users in our sustainability initiatives.
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Description
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The Badge Creation Module allows administrators to design and manage digital badges that users can earn for completing sustainability milestones or challenges. This module provides an intuitive interface to create badges with custom icons, descriptions, and point values, empowering administrators to tailor the rewards system according to specific organizational sustainability goals. By enabling personalized and relevant badge designs, this module enhances user motivation and engagement, encourages repeat participation, and fosters a culture of sustainability within the organization.
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Acceptance Criteria
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Admin users need to create a new digital badge for completing a specific energy reduction challenge tailored for their organization.
Given an admin user is logged into the Badge Creation Module, when they enter required details for the badge (icon, description, point value) and click 'Create Badge', then the new badge should be available in the system for users to earn.
Admin users want to edit an existing badge due to a change in the challenge criteria or organization goals.
Given an admin user is logged into the Badge Creation Module, when they select an existing badge to edit, update its details, and click 'Save Changes', then the updates should be reflected in the badges available to users immediately.
Administrators need to delete a digital badge that is no longer relevant to the sustainability goals of the organization.
Given an admin user is logged into the Badge Creation Module, when they select a badge to delete and confirm the deletion, then the badge should be removed from the system and no longer visible to users.
An admin user wants to preview how a newly created badge will appear on user profiles before it is finalized.
Given an admin user is in the Badge Creation Module and has entered badge details, when they click the 'Preview Badge' button, then a mock-up of the badge should be displayed showing how it will appear on user profiles.
Multiple badges are created for different sustainability challenges, and administrators want to categorize them for better organization.
Given an admin user is logged into the Badge Creation Module, when they create a badge and assign it to a specific category, then the badge should be listed under that category for easy access by users.
An admin user wants to set a points threshold that users must achieve to earn a badge.
Given an admin user is creating a badge, when they assign a point value to the badge, then users should be able to earn that badge only after accumulating at least that many points based on their activities in the system.
User Badge Display Feature
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User Story
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As a user, I want to display my earned badges on my profile so that others can see my achievements and be inspired to participate in sustainability challenges.
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Description
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The User Badge Display Feature enables users to showcase the badges they have earned on their profiles visible to other users. This feature not only adds a visual representation of accomplishments but also promotes friendly competition and community recognition. Users can view their earned badges and those of their peers, encouraging collaborative efforts towards sustainability goals. Additionally, this feature has social-sharing capabilities, allowing users to highlight their achievements on external platforms, further promoting sustainability awareness.
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Acceptance Criteria
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User Profile Badge Display for Eco-Badge Achievements
Given the user has earned at least one Eco-Badge, when they visit their profile page, then all earned badges should be visibly displayed in a dedicated 'Achievements' section.
Peer Badge Visibility and Comparison
Given the user is viewing a peer's profile, when they navigate to the 'Badges' tab, then they should see a list of all the badges that the peer has earned, complete with descriptions.
Social Sharing Capabilities of Badges
Given the user has at least one earned badge, when they click the 'Share' button next to the badge, then they should be presented with options to share the badge on at least two external social media platforms.
Leaderboard Integration for Friendly Competition
Given multiple users have completed sustainability challenges, when users access the 'Leaderboard' page, then they should see a ranked list of users based on the number of badges earned, along with their corresponding profile pictures.
Badge Earning Notifications
Given the user has just completed a sustainability challenge, when the badge is awarded, then the user should receive a notification indicating the badge earned and a link to view it on their profile.
Mobile Responsiveness of Badge Display
Given the user is accessing the platform on a mobile device, when they view their profile, then all badges should be displayed correctly without any loss of information or layout issues.
Customization Options for Badge Display
Given the user has earned multiple badges, when they access the 'Badge Display Settings', then they should have the option to rearrange the order of displayed badges and select which ones are visible on their profile.
Milestone Tracking Integration
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User Story
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As a user, I want my progress towards sustainability milestones tracked automatically so that I can see my achievements in real-time without having to update it manually.
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Description
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Milestone Tracking Integration connects the Eco-Badge System with existing project management tools to automatically track user progress towards specific sustainability milestones. This integration facilitates the seamless updating of badge eligibility as users complete tasks related to sustainability initiatives. By automating milestone tracking, the feature reduces manual input, increases accuracy, and ensures users receive timely recognition for their contributions, which enhances overall engagement and motivation.
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Acceptance Criteria
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Integration of Eco-Badge System with Project Management Tools
Given a user has completed a sustainability task in the project management tool, when the information is synced with the Eco-Badge System, then the user's badge eligibility status is updated automatically without any manual input.
Badge Display on User Profiles
Given a user has achieved a milestone, when they visit their profile, then the corresponding Eco-Badge is displayed prominently on their profile page immediately after the milestone is validated.
Real-time Notifications for Badge Eligibility
Given a user has completed tasks that qualify for a badge, when these tasks are tracked, then the user receives a notification within 5 minutes of task completion about their new badge eligibility status.
Comprehensive Reporting of User Progress
Given a user is active in sustainability initiatives, when they access their progress report, then they can see an up-to-date summary of tasks completed, badges earned, and milestones achieved in real-time.
User Engagement Through Eco-Badge Challenges
Given that a user is presented with a sustainability challenge, when the user completes the challenge, then the Eco-Badge System automatically awards the corresponding badge, increasing the user's engagement in future challenges.
Data Accuracy in Milestone Tracking
Given that tasks are being tracked automatically by the Eco-Badge System, when compared with manual tracking data, then the system must show an error rate of less than 2% in badge eligibility updates.
Stakeholder Collaboration Visibility
Given multiple users are working on a shared sustainability initiative, when any user completes a task that impacts milestone tracking, then all users involved receive an update on their collaborative dashboard regarding the badge eligibility changes.
Community Recognition Wall
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User Story
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As a user, I want to see a recognition wall that displays top achievers and earned badges so that I can feel motivated to contribute more to our sustainability efforts and compete with my peers.
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Description
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The Community Recognition Wall is a shared digital space where users can see a leaderboard showcasing top achievers and recently earned badges. This feature fosters a sense of community and provides visibility to individual efforts in sustainability. By highlighting achievements, the recognition wall encourages participation from all users, while also inspiring competition and the desire to reach higher benchmarks. It serves as a motivational tool that reinforces the importance of collective efforts in maintaining sustainability goals.
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Acceptance Criteria
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Display of Achievements
Given a user earns a badge, When the user visits the Community Recognition Wall, Then the badge is visible on the leaderboard with the user's name and achievement date.
Leaderboard Ranking
Given multiple users with earned badges, When the leaderboard is displayed, Then users are ranked based on the number of badges earned, with ties resolved by the achievement date.
Recent Earned Badges
Given a user earns a badge, When the badge is awarded, Then it appears in the recently earned badges section on the Community Recognition Wall for all users to see.
Search Functionality
Given a user accesses the Community Recognition Wall, When the user inputs a search query for a specific user, Then the search results display the user’s profile and badges earned.
Access Control for Users
Given an admin role, When the admin accesses the Community Recognition Wall, Then the admin has the ability to manage badges and leaderboard functionality, including adding or removing badges.
User Engagement Metrics
Given the Community Recognition Wall is active, When metrics are collected, Then the platform tracks the number of views, interactions, and new badge registrations over time.
Notifications for Achievements
Given a user earns a badge, When the badge is awarded, Then the user receives a notification and an email to inform them of their achievement and its display on the Community Recognition Wall.
Badge Notification System
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User Story
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As a user, I want to receive notifications when I earn new badges so that I can stay informed about my achievements and be encouraged to participate in more sustainability activities.
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Description
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The Badge Notification System alerts users when they earn a new badge or when they are close to achieving a new milestone. Notifications can be sent via email or in-app messages, providing immediately actionable feedback to users about their progress. This system ensures that users remain engaged with the Eco-Badge System by regularly reminding them of their efforts and encouraging continued participation in sustainability challenges. It also fosters a connection between users and their achievements, enhancing the likelihood of repeated behavior.
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Acceptance Criteria
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User earns a new badge after completing a sustainability challenge.
Given the user has completed the challenge, when the badge is awarded, then the user receives an in-app notification and an email alerting them of their new badge.
User is notified when they are close to achieving a new milestone.
Given the user is within 10% of reaching the milestone, when they log into the platform, then the user receives an urgent in-app message indicating their proximity to earning the badge.
User updates notification settings for badge alerts.
Given the user navigates to notification settings, when they toggle the badge alert options, then their preferences are saved and a confirmation message is displayed.
User receives a summary of badges earned at the end of the month.
Given the end of the month has occurred, when the user checks their profile, then they see a summary report of all badges earned that month via email and in-app message.
User shares their earned badges on social media.
Given the user selects the share option for a badge, when they post it on their social media, then the badge appears with a link back to their GreenPulse profile.
User receives a reminder to complete a sustainability challenge before it ends.
Given the challenge will end in 2 days, when the user logs into the app, then they receive a notification reminding them to complete the challenge.
User views achievements dashboard to track progress towards badge milestones.
Given the user accesses the achievements dashboard, when they view their progress, then they see all current badges, upcoming milestones, and their completion percentage.
Failure Prediction Alerts
Failure Prediction Alerts notify users about potential equipment failures before they occur. By utilizing advanced machine learning algorithms, this feature analyzes historical performance data to provide timely alerts, enabling facility managers to take proactive measures. This minimizes unplanned downtime, maintains operational efficiency, and reduces repair costs, ultimately leading to better overall energy management.
Requirements
Real-time Data Processing
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User Story
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As a facility manager, I want real-time energy usage data so that I can make prompt decisions to optimize our energy consumption and minimize costs.
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Description
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The Real-time Data Processing requirement ensures that GreenPulse processes incoming energy consumption and equipment performance data instantaneously. This high-speed data flow allows for quick analysis and the immediate generation of reports or alerts. By integrating with existing IoT devices and facility management systems, this feature provides users with up-to-date insights, enabling timely decision-making regarding energy management. The expected outcome is a more responsive system that can help users make informed choices, optimize energy usage, and prevent potential issues before they escalate.
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Acceptance Criteria
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Real-time Energy Consumption Monitoring and Alert Generation
Given the system is integrated with IoT devices, when energy consumption data is received, then the system should process and analyze this data within 1 second to generate alerts if consumption exceeds predefined thresholds.
Seamless Integration with Existing Facility Management Systems
Given that the GreenPulse platform is connected to external facility management systems, when data is shared, then the system should successfully accept and process incoming data with a success rate of 99% or higher during a testing phase.
User Dashboard Update Frequency
Given that the user is logged into the GreenPulse platform, when new data is available, then the dashboard should automatically update within 5 seconds to reflect the most recent energy performance metrics.
Historical Data Analysis for Predictive Insights
Given that historical equipment performance data is stored, when a user requests a report, then the system should generate a comprehensive report within 10 seconds, providing predictive insights based on the last 6 months of data.
Error Handling and Alert Notification for Data Processing Failures
Given that there is an issue with incoming data, when a processing error occurs, then the system should log the error and send an alert to the user within 3 seconds, providing details of the issue encountered.
Performance Metrics Reporting for Facility Managers
Given that the facility manager requests a performance report, when the request is made, then the system should generate and provide a detailed report within 15 seconds, outlining energy savings and equipment efficiency metrics.
User Accessibility Across Devices
Given that users access GreenPulse on various devices, when a user logs in, then the platform should maintain consistent functionality and responsiveness across all devices, with no more than 2 seconds of loading time for the dashboard.
Predictive Analytics Dashboard
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User Story
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As a sustainability officer, I want a predictive analytics dashboard so that I can visualize our energy trends and proactively plan our sustainability strategies.
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Description
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The Predictive Analytics Dashboard requirement involves creating an intuitive and user-friendly interface that visualizes historical performance data alongside predictive insights. Using advanced machine learning algorithms, this dashboard will allow users to observe trends and forecast energy usage patterns and maintenance needs. By offering customizable views and reports, users can focus on key metrics pertinent to their operations. This feature significantly enhances the ability of facility managers to strategize and allocate resources effectively while demonstrating the tangible benefits of sustainability initiatives.
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Acceptance Criteria
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Facility managers need to access the Predictive Analytics Dashboard at the start of a new month to review the past month’s energy consumption and maintenance needs, allowing them to prepare for the upcoming month’s energy management strategies.
Given the facility manager is logged into the GreenPulse platform, when they navigate to the Predictive Analytics Dashboard, then they should be able to view historical performance data for the previous month and any predictive insights related to equipment maintenance.
A sustainability officer wants to customize the dashboard view to focus on specific equipment metrics, such as energy efficiency scores, to prioritize resource allocation for energy savings initiatives.
Given the sustainability officer has access to the Predictive Analytics Dashboard, when they select specific equipment metrics from a customizable dropdown menu, then the dashboard should update to display only the selected metrics in real-time.
A facility manager receives a notification alert about an impending equipment failure through the predictive analytics dashboard, and they need to take immediate action to mitigate downtime.
Given the failure prediction alert is triggered, when the facility manager views the dashboard, then they should see a highlighted notification with details regarding the equipment, potential failure timeline, and recommended actions to prevent downtime.
A user wants to generate a report from the Predictive Analytics Dashboard that consolidates historical data and predictive analysis for presentation to executive leadership on sustainability progress.
Given the user is on the Predictive Analytics Dashboard, when they click the 'Generate Report' button and select the desired parameters, then a downloadable report should be created that includes both historical performance data and predictive insights.
During a quarterly review meeting, the team will utilize the Predictive Analytics Dashboard to evaluate the effectiveness of past strategies and plan future enhancements for energy management.
Given the team is present for the quarterly review meeting, when they access the Predictive Analytics Dashboard, then they should be able to collaboratively analyze past performance trends and forecast future energy usage patterns in real-time without lag.
A facility manager wants to compare energy usage patterns over different time periods to identify anomalies or improvements in energy management practices.
Given the facility manager is using the Predictive Analytics Dashboard, when they select two different time periods for comparison, then the dashboard should visually display the differences in energy usage patterns through clear graphs or charts.
Customizable Alert Settings
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User Story
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As a facility manager, I want to customize alert settings so that I receive relevant notifications tailored to our specific operational requirements, helping me manage our resources efficiently.
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Description
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The Customizable Alert Settings requirement enables users to configure notification preferences for various aspects such as energy consumption spikes, equipment anomalies, and maintenance reminders. This feature allows facility managers to tailor alert thresholds based on their specific operational norms, minimizing false alarms and enhancing the relevance of the alerts received. By integrating this level of customization, users can prioritize issues that are most critical to their operations, leading to improved responsiveness and less operational downtime.
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Acceptance Criteria
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Customizable alert settings for energy consumption spikes are configured by a facility manager during a scheduled maintenance review meeting.
Given the facility manager has accessed the GreenPulse platform, when they navigate to the alert settings page, then they should be able to adjust the threshold for energy consumption spikes to values between 10% and 50% of their average consumption.
A facility manager receives alerts for equipment anomalies based on their customized settings during peak operating hours.
Given the customized alert settings are saved, when the equipment's performance deviates beyond the set thresholds, then a notification should be sent to the facility manager's email and the GreenPulse dashboard within 5 minutes of detection.
Maintenance reminders are set by a facility manager based on the operational schedule of their equipment.
Given the facility manager selects a piece of equipment and sets a maintenance reminder for every 3 months, when the scheduled date approaches, then a reminder notification should be generated and sent to the facility manager 7 days before the maintenance is due.
A facility manager reviews the effectiveness of the alert settings after a month of operation.
Given the facility manager logs into the GreenPulse platform, when they review the alert logs for the past month, then they should be able to see a report summarizing the number of alerts triggered, the categories of alerts, and the response times to those alerts.
Users customize alert settings for various users with different roles in the organization.
Given that different users have distinct roles, when the admin updates the alert settings for specific users, then each user should receive alerts tailored to their operational responsibilities without any overlap or confusion between user roles.
The facility manager attempts to set a minimum threshold for alerts below operational norms.
Given the facility manager tries to set an alert threshold to less than 10% of the average consumption, when they attempt to save the settings, then an error message should be displayed stating that the threshold must be between 10% and 50%.
Integration with Third-Party Systems
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User Story
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As an IT manager, I want GreenPulse to integrate with our existing systems so that I can streamline workflows and eliminate redundancies in data handling.
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Description
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The Integration with Third-Party Systems requirement outlines the need for GreenPulse to seamlessly connect with various external platforms and tools that businesses may already be using. This includes compatibility with building management systems, energy providers, and maintenance scheduling tools. By ensuring a smooth data exchange process, this integration enhances overall functionality and allows users to leverage existing resources. The successful implementation of this requirement ultimately leads to an all-encompassing energy management solution that simplifies users’ workflows and enhances productivity.
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Acceptance Criteria
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Integration with building management systems for real-time energy monitoring.
Given a building management system integrated with GreenPulse, When energy usage data is updated, Then the updates should reflect in GreenPulse's dashboard within 5 seconds.
Compatibility with energy provider APIs for data retrieval.
Given an active energy provider API integration, When a user requests energy consumption data, Then the system should pull the latest data from the provider and display it within 10 seconds.
Integration with maintenance scheduling tools for predictive maintenance alerts.
Given a maintenance scheduling tool integrated with GreenPulse, When an alert for potential equipment failure is triggered, Then the system should automatically create a maintenance ticket in the scheduling tool.
User authentication across third-party platforms for seamless access.
Given a user registered on GreenPulse, When accessing third-party systems through GreenPulse, Then the user should be able to log in without needing to re-enter credentials if single sign-on is enabled.
Data synchronization between GreenPulse and external databases.
Given an external database connected to GreenPulse, When data is modified in the external database, Then the changes should be reflected in GreenPulse's records within 15 seconds.
Customizable user settings for integration preferences.
Given a user accessing integration settings, When the user modifies the integration preferences, Then the preferences should be saved and active for subsequent sessions without requiring reconfiguration.
Automated Reporting Tools
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User Story
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As a facility manager, I want automated reporting tools so that I can save time generating reports and ensure my team stays updated on energy management performance.
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Description
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The Automated Reporting Tools requirement focuses on creating features that allow users to set up and schedule automated reports on energy performance metrics, maintenance needs, and alert histories. Users will have the ability to choose report frequency, format, and distribution lists. This automation saves time by reducing manual reporting efforts and ensures stakeholders are consistently informed about energy management efforts. As a result, organizations can foster accountability and transparency in their sustainability initiatives while also improving accuracy and timeliness in reporting.
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Acceptance Criteria
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User configures automated energy performance reporting for weekly summaries.
Given a user with appropriate permissions, when they select report frequency as 'weekly', then the system should successfully schedule reports to be generated every week and sent to the specified email list.
User customizes report format and distribution list for automated energy reports.
Given a user is setting up an automated report, when they choose the 'PDF' format and select distribution to the entire sustainability team, then the system should save these preferences and apply them to all future automated reports.
User checks the system for scheduled reports and their content.
Given a user accesses the automated reporting dashboard, when they view their scheduled reports list, then they should see all reports that are set up, including frequency, format, and last generated date.
System sends automated reports on scheduled times without errors.
Given an automated report is scheduled, when the time arrives for the report to be sent, then the system should successfully generate the report and send it to the designated email addresses without any errors.
User modifies the scheduling of an existing automated report.
Given a user has an existing scheduled report, when they change the frequency from 'weekly' to 'monthly', then the system should update the schedule and reflect this change in the reporting dashboard.
System logs the history of generated reports for auditing purposes.
Given automated reports are generated, when a user queries the report history, then the system should display a complete log of all generated reports including timestamps and recipients.
Maintenance Optimization Suggestions
Maintenance Optimization Suggestions offer tailored recommendations for scheduled maintenance activities based on predictive analysis. This feature evaluates equipment performance trends and suggests the best times for intervention, ensuring that maintenance efforts are focused where they are needed most. As a result, organizations can extend equipment life, reduce operational disruptions, and enhance energy efficiency across their facilities.
Requirements
Automated Maintenance Analytics
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User Story
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As a facility manager, I want automated insights on maintenance needs so that I can perform upkeep at the optimal times, preventing costly breakdowns and improving equipment efficiency.
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Description
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The Automated Maintenance Analytics requirement entails the integration of an intelligent analytics engine into the GreenPulse platform that continuously monitors and analyzes equipment performance data. This engine will generate insights into maintenance needs based on predictive analytics, identifying patterns and trends that suggest optimal maintenance times. This feature is essential for minimizing downtime and maximizing equipment efficiency, as it allows organizations to proactively address maintenance needs before problems arise. The expected outcome is a reduction in emergency breakdowns, extended equipment lifespan, and overall energy savings across facilities by ensuring maintenance is done precisely when needed, without unnecessary repairs.
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Acceptance Criteria
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Integration of the Automated Maintenance Analytics engine into the GreenPulse platform allows facility managers to monitor equipment performance in real-time.
Given that the maintenance analytics engine is integrated, when facility managers access the dashboard, then they should see real-time analytics of equipment performance with alerts for recommended maintenance times.
A facility manager uses the Automated Maintenance Analytics to generate a maintenance schedule based on predictive data.
Given that predictive analytics have been applied to equipment data, when a maintenance schedule is generated, then it must list optimal intervention times and suggested maintenance tasks for each piece of equipment.
The maintenance recommendations provided by the analytics engine must adapt to changes in equipment usage patterns over time.
Given that equipment usage patterns are tracked, when a significant pattern change occurs, then the system should update maintenance recommendations in real-time to reflect the new trends.
A sustainability officer utilizes the reporting feature to review the outcomes of maintenance activities based on the analytics recommendations.
Given that maintenance activities have been implemented according to the recommendations, when the sustainability officer generates a report, then it should display metrics indicating reduced downtime and improved energy efficiency post-maintenance.
The system should notify facility managers of equipment needing immediate maintenance based on predictive analytics before issues arise.
Given that the analytics engine has detected an imminent maintenance need, when the facility manager logs into the dashboard, then they should receive a notification alerting them of the specific equipment and issue requiring immediate attention.
Integrating the Automated Maintenance Analytics with existing facility management systems should be seamless and user-friendly.
Given that integration with other systems is attempted, when users follow the integration procedure, then the process must not exceed a predefined time limit and should require no more than three straightforward steps.
The impact of the predictive maintenance suggestions on overall energy savings should be analyzed post-implementation.
Given that predictive maintenance has been in effect for three months, when an energy savings report is generated, then it must show at least a 10% reduction in energy expenditures compared to the previous period prior to implementation.
User Notification System
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User Story
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As a maintenance technician, I want to receive timely alerts about scheduled maintenance so that I can prepare and ensure that my team is ready to act, minimizing disruptions to operations.
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Description
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The User Notification System requirement focuses on creating a robust notification mechanism that alerts facility managers and maintenance staff of upcoming maintenance tasks identified through the Automated Maintenance Analytics. This will involve the development of customizable alerts based on user preferences, allowing users to receive notifications via email, SMS, or in-app messages. By keeping all stakeholders informed about necessary maintenance activities, this feature promotes proactive management and ensures timely interventions. The outcome of this requirement will be reduced operational disruptions and enhanced coordination among teams, fostering a culture of proactive maintenance.
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Acceptance Criteria
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User receives a notification for upcoming maintenance tasks based on their specific preferences.
Given a user has set their notification preferences to receive alerts via email, when a maintenance task is scheduled, then the user should receive an email notification 24 hours before the task is due.
User can customize notification settings for frequency and delivery method.
Given a user accesses the notification settings page, when they change the frequency of notifications to 'Weekly' and select 'SMS' as the delivery method, then the user should receive SMS notifications on a weekly basis for upcoming maintenance tasks.
System ensures that notifications are sent out reliably and without delay.
Given a maintenance task is scheduled, when the notification is triggered, then the system must send notifications via all selected delivery methods (email, SMS, in-app) within two minutes of the scheduled time.
User can view a history of all past notifications related to maintenance tasks.
Given a user views their notification history page, they should see a log of all past notifications regarding maintenance tasks, including the date, time, and delivery method for each notification.
User receives a reminder notification for high-priority maintenance tasks.
Given a high-priority maintenance task is identified by the system, when the notification is sent, then the user should receive an in-app message and an SMS shortly after the initial alert remains unacknowledged.
Users can opt out of certain types of notifications if they choose.
Given a user wants to opt out of low-priority task notifications, when they select the option to disable such notifications, then they should no longer receive alerts for low-priority tasks.
All users receive notifications in a timely manner according to their local timezone.
Given a user is in a different timezone than the notification server, when a maintenance task is scheduled, then the user should receive the notification at the correct local time based on their settings.
Maintenance History Tracking
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User Story
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As a sustainability officer, I want to access detailed maintenance records so that I can analyze past interventions and plan more effective maintenance schedules in alignment with sustainability goals.
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Description
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The Maintenance History Tracking requirement involves establishing a comprehensive logging system within the GreenPulse platform that records all maintenance actions taken on each piece of equipment. This feature will enable users to view a detailed history of maintenance tasks, including dates, actions performed, and responsible personnel. By maintaining an accurate record of maintenance activities, organizations can analyze past maintenance patterns, enhance decision-making based on historical data, and ensure compliance with regulatory standards. The expected outcome is more informed maintenance strategies, improved accountability, and enhanced operational efficiency.
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Acceptance Criteria
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User accesses the Maintenance History feature to review past maintenance activities on a specific piece of equipment.
Given that a user has logged into the GreenPulse platform, when they navigate to the Maintenance History section and select a specific piece of equipment, then the system should display a comprehensive log of all maintenance actions, including dates, actions performed, and personnel responsible.
User wants to generate a report based on the maintenance history of various equipment for compliance and analysis purposes.
Given that the Maintenance History feature is functional, when the user requests a report for maintenance actions over the last year, then the system should generate a detailed report summarizing all maintenance activities, with filters for date range and equipment types.
An administrator needs to ensure that historical maintenance data is correctly recorded within the platform.
Given that a maintenance action has been completed on a piece of equipment, when the administrator checks the Maintenance History, then the system should have accurately recorded the action's date, description, and responsible personnel.
A facility manager wants to review maintenance history to prepare for an upcoming audit on operational efficiency.
Given that the user accesses the Maintenance History, when they filter the results by a specific equipment type and date range, then the system should display only relevant maintenance actions that fall within those parameters.
A user modifies a maintenance log entry and wants to confirm that the change has been successfully updated.
Given that a user has editing privileges, when they edit an existing maintenance log entry, then the system should update the entry in the Maintenance History and reflect the change immediately upon refresh.
A sustainability officer is reviewing maintenance history to identify patterns in equipment failures.
Given that the Maintenance History feature has logged multiple entries, when the officer analyzes the data, then they should be able to visualize trends related to maintenance frequency and equipment reliability over time through available analytics tools.
A user wants to archive old maintenance records for long-term storage and future reference.
Given that the user has access to the Maintenance History function, when they select records older than five years, then those records should be archived without deletion and remain accessible for future audits.
Customizable Reporting Tools
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User Story
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As a facility manager, I want to create customized reports on maintenance activities so that I can present clear and relevant data to stakeholders regarding our equipment performance and energy savings.
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Description
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The Customizable Reporting Tools requirement aims to provide users with the ability to generate bespoke reports based on maintenance activities and equipment performance metrics. Users will have the capability to select data points, choose report formats, and schedule report generation, tailoring insights to their specific needs. This feature will enhance the usability of the GreenPulse platform by allowing users to draw actionable insights from maintenance data, support strategic decision-making, and demonstrate the impact of maintenance on energy efficiency. The outcome will be more informed decision-making processes and improved reporting capabilities for stakeholders.
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Acceptance Criteria
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Custom Report Generation for Facility Energy Management
Given a user with access to the GreenPulse platform, when they select the maintenance activities and equipment performance metrics, then they should be able to generate a report in their chosen format (PDF, Excel) that includes all selected data points within 5 seconds.
Scheduling Automated Reports for Stakeholders
Given a user has selected the desired data points and report format, when they schedule the report for future generation, then the report should be generated and sent to the specified stakeholders via email on the scheduled date without errors.
Customization of Report Layout and Design
Given a user is in the report customization section, when they modify the layout and design elements (fonts, colors, logos), then the changes should be reflected in the generated report exactly as configured by the user.
Real-Time Data Integration in Reports
Given that the platform has real-time data capabilities, when a user generates a report, then the report should reflect the most current data available, showing any performance trends or anomalies in real-time.
User Permissions for Report Access
Given that there are different user roles (Admin, Manager, Viewer), when a user generates a report, then the system should ensure that access to sensitive data is restricted based on the user's role, and unauthorized users should see an access denied message.
Feedback Mechanism for Report Improvement
Given the user has generated a report, when they submit feedback through the provided channel, then this feedback should be recorded and categorized for future enhancements to the report generation feature.
Data Export Functionality from Reports
Given a user has generated a report, when they choose to export data from the report, then the data should be exported accurately into their selected format (CSV, JSON) with no loss of information or formatting.
Integration with Existing Systems
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User Story
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As a systems administrator, I want GreenPulse to integrate with our existing maintenance software so that we can leverage our current data and improve our maintenance workflows without double entry.
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Description
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The Integration with Existing Systems requirement focuses on ensuring GreenPulse can seamlessly connect with current enterprise systems and maintenance management software used by organizations. This involves establishing APIs and data exchange protocols that facilitate smooth data transfer between systems. By supporting integrations, GreenPulse can ensure comprehensive data utilization and enhance overall effectiveness in energy management and maintenance scheduling. The anticipated outcome is increased user adoption, improved data accuracy across systems, and a more holistic approach to energy management and maintenance activities.
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Acceptance Criteria
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Seamless API Integration with Maintenance Management Software
Given that the GreenPulse system is installed, when a user attempts to connect to the existing maintenance management software through the API, then the connection should be established successfully without errors, allowing for real-time data exchange.
Data Accuracy Post-Integration
Given that GreenPulse has been integrated with existing systems, when users access the analytics dashboard, then all displayed data should match the respective source system data with an accuracy rate of 95% or higher.
User Adoption Rate Measurement After Integration
Given that the integration of GreenPulse with existing systems is complete, when a monthly usage report is generated, then at least 75% of registered users should actively engage with the integration features within the first three months.
Real-time Data Synchronization
Given that the systems are connected, when an update occurs in the maintenance management software, then GreenPulse should reflect this change in its dashboard within 5 minutes.
Comprehensive Reporting Functionality
Given that GreenPulse has integrated with existing software, when users generate a maintenance report, then the report should include data from both GreenPulse and the existing system, displaying accurate metrics without inconsistencies.
Error Handling Mechanism in Data Transfer
Given that an integration attempt fails, when the error occurs, then the user should receive a clear error message detailing the issue, and the system should log the error for further investigation.
Feedback Collection on Integration Experience
Given that users are interacting with the integrated system, when a feedback survey is conducted, then at least 80% of respondents should indicate satisfaction with the integration features offered by GreenPulse.
User Role Management
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User Story
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As a system administrator, I want to manage user roles and permissions effectively so that I can ensure that sensitive information is accessible only to authorized users, enhancing our compliance efforts.
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Description
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The User Role Management requirement defines a framework for managing different user roles and permissions within the GreenPulse platform. This feature will allow administrators to set varying levels of access and functionality based on user roles, ensuring that sensitive data is protected and only accessible to authorized personnel. Implementing this requirement is vital for maintaining data security and compliance with regulatory standards. The expected outcome includes enhanced security by limiting data exposure to relevant users and improved functionality through role-specific features, fostering a tailored user experience.
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Acceptance Criteria
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As an administrator, I want to create a new user role within the GreenPulse platform so that I can assign specific permissions and access levels according to the needs of different teams.
Given I am an admin user, when I create a new user role and define specific permissions, then the new user role should be saved and listed in the user role management section with the correct permissions assigned.
As an admin, I want to edit an existing user role to modify permissions based on changing business requirements, ensuring users have appropriate access.
Given I am an admin user, when I edit an existing user role to change its permissions, then the changes should be reflected immediately in the user role management section, and all users with that role should have updated access.
As a security officer, I want to audit user roles and their assigned permissions to ensure compliance with security policies and to identify any anomalies.
Given I am a security officer, when I access the user role management report, then the report should accurately detail each user role and its permissions, highlighting any discrepancies or excessive permissions.
As an administrator, I want to delete a user role that is no longer needed to maintain clarity and security within the user role management system.
Given I am an admin user, when I delete an existing user role, then the user role should be removed from the management system and should no longer be available for assignment to any users.
As a facility manager, I want to view my specific user permissions to validate that I have the necessary access to perform my tasks within the GreenPulse platform.
Given I am a facility manager, when I navigate to my user profile settings, then I should see a clear list of my permissions and role associated with my account.
As an administrator, I want to assign multiple users to a specific user role simultaneously to streamline the user management process.
Given I am an admin user, when I select multiple users and assign them to the same user role, then all selected users should reflect the new role assignment without error.
Trend Visualization Dashboard
The Trend Visualization Dashboard presents users with intuitive graphical representations of equipment performance trends over time. By highlighting patterns that could indicate potential failures, this feature empowers facility managers and maintenance teams to make data-driven decisions. Users can easily identify and address inefficiencies in their operations, thereby promoting proactive maintenance and energy conservation.
Requirements
Dynamic Data Filtering
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User Story
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As a facility manager, I want to filter the performance trends of equipment by specific parameters so that I can gain insights into particular issues that might require immediate attention.
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Description
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The Dynamic Data Filtering requirement allows users to filter data in the Trend Visualization Dashboard dynamically based on various parameters such as time range, equipment type, and energy consumption metrics. This feature will enable facility managers to isolate specific data trends that are pertinent to their analysis, fostering a deeper understanding of performance issues. By allowing users to customize their view, this requirement enhances user engagement and ensures that the dashboard remains relevant to individual user needs, leading to more informed decision-making and timely interventions.
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Acceptance Criteria
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Facility Manager filters energy consumption data for equipment over the past month to identify patterns in usage.
Given a user is on the Trend Visualization Dashboard, When they select the time range to the past month and filter by energy consumption, Then the dashboard should display relevant trends for that specific period and selected parameter.
Maintenance teams review performance trends filtered by specific equipment types to diagnose potential failures.
Given a user is on the Trend Visualization Dashboard, When they filter data by equipment type, Then the displayed trends should only include data relevant to the selected equipment type for accurate diagnostics.
Sustainability officer adjusts filters to observe equipment performance over varying time ranges and consumption metrics.
Given a user is on the Trend Visualization Dashboard, When they apply different filters for both time range and energy consumption metrics, Then the dashboard should refresh to show updated graphical representations based on the applied filters without errors.
Users export filtered data from the Trend Visualization Dashboard for further analysis in external reporting tools.
Given a user has applied filters on the Trend Visualization Dashboard, When they click on the export button, Then the system should generate a downloadable report containing only the filtered data in a CSV format.
Users reset filters on the Trend Visualization Dashboard to view all data after specific analysis.
Given a user has applied filters on the Trend Visualization Dashboard, When they click on the 'Reset' button, Then all filters should be cleared, and the full dataset should be displayed without losing any previous settings.
Facility managers analyze historical data to prepare for an upcoming quarterly sustainability report.
Given a user is preparing a quarterly report, When they dynamically filter the Trend Visualization Dashboard data and select the specific metrics required for reporting, Then the selected data must accurately reflect back to the dashboard metrics prior to any external reporting submission.
Alerts and Notifications
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User Story
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As a facility manager, I want to receive immediate alerts when equipment performance deviates from expected parameters so that I can take quick action to prevent failures and reduce energy waste.
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Description
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The Alerts and Notifications requirement provides users with real-time alerts for significant deviations in equipment performance or potential failures as identified by the Trend Visualization Dashboard. This functionality ensures that facility managers are immediately informed of critical issues, enabling prompt action to mitigate risks and prevent energy waste. Users can customize alert thresholds based on their operational standards, thus fostering a proactive maintenance culture and significantly reducing operational downtime.
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Acceptance Criteria
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Real-time alert for temperature deviation has occurred in an HVAC unit.
Given that the user has set a temperature threshold for an HVAC unit, when the actual temperature deviates beyond the threshold, then the system must trigger an immediate alert to the user via email and push notification.
User customization of alert thresholds through the dashboard.
Given that the user is on the alert settings page, when the user modifies the threshold values and saves the settings, then the system should confirm the changes and reflect the updated thresholds in the alerts section immediately.
Receiving a summary notification of critical alerts over the past week.
Given that the user logs into the dashboard at the end of the week, when they access the notifications section, then the system should display a summary of all critical alerts received during the week, including timestamps and affected equipment.
Alert for equipment failure based on predictive analytics.
Given that the predictive model identifies a high likelihood of equipment failure in the next 24 hours, when the condition is met, then the system must send an alert to the maintenance team with details of the alert and recommended actions to take.
Audit trail of alerts and user responses.
Given that the user views the alert history, when they filter alerts by date and severity, then the system should display a comprehensive report of all alerts, including user responses and actions taken to resolve the issues.
Accessibility of alerts on mobile devices.
Given that the user receives an alert on a mobile device, when the user opens the notification, then they must be able to view all alert details and have the option to acknowledge or dismiss the alert directly from their mobile device.
Interactive Trend Analysis Tools
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User Story
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As a sustainability officer, I want to use interactive tools to analyze trends within the dashboard, so that I can make informed recommendations for energy-saving initiatives based on detailed equipment performance insights.
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Description
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The Interactive Trend Analysis Tools requirement equips users with features such as zooming, panning, and comparative analysis options on the Trend Visualization Dashboard. Users can interactively explore data to uncover insights, allowing for thorough examination of equipment performance trends over time. This capability not only enhances user experience but empowers users to conduct in-depth analysis, thereby supporting strategic decision-making regarding equipment management and energy efficiency initiatives.
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Acceptance Criteria
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Zoom Functionality for Equipment Performance Trends
Given the user is on the Trend Visualization Dashboard, when they select a specific time range and use the zoom functionality, then the dashboard should display a more detailed view of the equipment performance trends for that selected range without loss of data quality or accuracy.
Panning Across the Trend Visualization
Given the user is viewing the Trend Visualization Dashboard, when they use the panning tool, then they should be able to smoothly navigate left and right across the data points and the visual representation should adjust in real-time to reflect the new view without any delay.
Comparative Analysis Between Equipment Trends
Given the user has selected multiple equipment items on the Trend Visualization Dashboard, when they choose the comparative analysis option, then the system should generate a side-by-side comparison of performance trends, highlighting differences and similarities clearly.
User Interaction Feedback Mechanism
Given the user is interacting with the Trend Visualization Dashboard, when they perform actions such as zooming or panning, then the system should provide visual feedback (like loading indicators or momentary highlights) to confirm the actions have been registered, ensuring users feel in control.
Exporting Trend Data for Reports
Given the user has analyzed the trends on the Trend Visualization Dashboard, when they choose to export the data, then the exported file should contain all the relevant data points in a structured format (e.g., CSV or PDF) that accurately reflects the visual trends shown on the dashboard.
Accessibility Features in Trend Analysis Tools
Given the user is utilizing the Trend Visualization Dashboard, when they engage with the interactive tools, then all features must be accessible according to WCAG 2.1 guidelines, ensuring that users with disabilities can successfully use the dashboard functionalities.
Help and Documentation Availability
Given the user is on the Trend Visualization Dashboard, when they seek assistance with using the interactive trend analysis tools, then a help section should be readily available, providing clear guidance on how to use each feature effectively.
Custom Reporting Generation
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User Story
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As a sustainability officer, I want to generate custom reports from the dashboard data, so that I can effectively communicate our energy performance and sustainability efforts to stakeholders.
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Description
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The Custom Reporting Generation requirement enables users to create personalized reports based on the insights they derive from the Trend Visualization Dashboard. Users can select specific data points, set reporting intervals, and customize report formats to align with their organizational needs. This feature not only aids in compliance and sustainability reporting but also enhances the overall value of the dashboard by providing tailored insights that support management discussions and strategic planning.
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Acceptance Criteria
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User generates a custom report selecting specific data points from the Trend Visualization Dashboard to analyze equipment performance over the past month.
Given the user is logged into GreenPulse, when they select data points from the Trend Visualization Dashboard and choose a reporting interval of one month, then a custom report is generated displaying the selected data accurately.
User customizes the report format to include different visualizations (charts, graphs) based on their preferences.
Given the user is on the report generation page, when they choose different visualization options for their custom report, then the report is generated in the selected formats without errors.
User submits a custom report for compliance and sustainability assessment to a regulatory body.
Given the user has completed the report customization and clicks submit, when the report is sent to the regulatory body, then the submission confirmation is displayed, and the report is logged in the system.
User sets a recurring reporting schedule to automatically generate and send reports every month.
Given the user has selected the recurring reporting option, when they set the schedule for monthly report generation, then the system creates a schedule and sends confirmation of the setup.
User explores historical reporting options to create a report that encompasses data from the previous fiscal year.
Given the user is accessing historical data reporting options, when they select the previous fiscal year range and click generate, then the custom report reflecting the selected year’s data is accurately created.
User prints the generated report directly from the platform for offline review and sharing.
Given the report has been generated successfully, when the user clicks on print, then the report is formatted correctly and printed without issues.
Multi-User Collaboration Features
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User Story
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As a team member, I want to collaborate with other users on the Trend Visualization Dashboard, so that we can share insights and coordinate actions regarding energy efficiency and equipment performance issues.
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Description
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The Multi-User Collaboration Features requirement allows multiple users to collaborate within the Trend Visualization Dashboard, sharing insights, notes, and alerts from equipment performance trends. This collaborative aspect is crucial for teams that involve various stakeholders, including facility managers, sustainability officers, and maintenance teams, ensuring that everyone is aligned and informed about ongoing performance issues and energy conservation strategies. The integration of chat or comment functionalities will further enhance communication and operational efficiency.
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Acceptance Criteria
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As a facility manager, I want to invite team members to join the Trend Visualization Dashboard so that we can collaborate on performance trends and insights seamlessly.
Given that I am a facility manager with admin privileges, when I send an invitation to a new user, then the invited user should receive an email notification and be able to create an account to access the dashboard.
As a user of the Trend Visualization Dashboard, I want to be able to leave comments on specific performance trends, so that my colleagues can see my insights and suggestions.
Given that I am viewing a specific trend, when I enter a comment and submit it, then the comment should be displayed below the trend alongside my username and timestamp.
As a member of the maintenance team, I want to receive alerts based on equipment performance trends, so that I can respond quickly to potential issues before they escalate.
Given that I have appropriate access and alert settings enabled, when a threshold indicating potential failure is detected in equipment performance, then I should receive a real-time alert via email and dashboard notification.
As a sustainability officer, I want to track changes in energy performance over time collaboratively with my peers, so that we can assess the effectiveness of our energy conservation strategies.
Given that there are multiple users viewing the same energy performance dashboard, when any user makes a change to the dashboard settings, then all users should see the updated version in real-time without needing to refresh.
As a facility manager, I want to generate a report that includes all comments and insights from the Trend Visualization Dashboard, to present to upper management during our sustainability meeting.
Given that I select the 'Generate Report' option, when I compile the report, then it should include all relevant performance trends, comments, and user insights in a downloadable format.
As a team member, I want to edit my comments on performance trends to ensure that all information is accurate and up-to-date.
Given that I have submitted a comment on a performance trend, when I select the edit option, then I should be able to modify the comment and save the changes, which should then be reflected immediately.
Actionable Insights Reports
Actionable Insights Reports generate comprehensive reports that summarize predictive maintenance findings, historical trends, and recommended actions. These reports enable users to visualize the health of their equipment and the potential impact of maintenance activities on energy usage and operational costs. This targeted approach enhances decision-making efficiency and aligns maintenance strategies with overall sustainability objectives.
Requirements
Dynamic Data Visualization
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User Story
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As a facility manager, I want to visualize energy usage trends through dynamic charts and graphs so that I can quickly identify areas for improvement and make data-driven decisions to enhance sustainability practices.
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Description
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The Dynamic Data Visualization requirement focuses on enabling users to create, customize, and interact with visual representations of data from their energy management systems. By offering customizable charts, graphs, and dashboards, this feature allows users to visualize real-time and historical energy usage trends, predictive maintenance cues, and operational costs. Integration with other data sources will enhance the reporting capabilities, providing a holistic view of energy consumption and enabling users to identify patterns and make informed decisions swiftly. This functionality is crucial in helping sustainability officers and facility managers comprehend complex data sets and derive actionable insights, aligning their strategies with organizational sustainability goals.
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Acceptance Criteria
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Visualizing Energy Usage Trends Over Time
Given a user has access to the Dynamic Data Visualization feature, when they select a range of dates in the customizable dashboard, then they should see a line graph representing the energy usage trends over that period.
Customizing Dashboard Layouts
Given a user is logged into the GreenPulse platform, when they drag and drop the chart components to rearrange their dashboard, then the new layout should be saved and persist between sessions.
Integrating External Data Sources
Given a user wants to combine data from other systems, when they select and integrate a third-party data source through the API, then they should see the relevant data reflected in their energy management visualizations.
Generating Predictive Maintenance Insights
Given a user has visualizations for equipment performance, when they view the generated report, then they should see insights highlighting potential maintenance issues and associated energy impacts clearly
Interacting with Visualization Elements
Given a user is viewing a visualization of operational costs, when they hover over specific data points, then tooltips should display detailed information about the data represented.
Exporting Reports for Stakeholder Review
Given a user has generated a comprehensive report, when they choose to export it, then the report should be available in PDF and CSV formats with all data accurately reflected.
Providing User Feedback on Visuals
Given a user interacts with the visualizations, when they submit feedback on its usability, then their feedback should be logged and available for review by the product team.
Automated Alerts and Notifications
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User Story
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As a sustainability officer, I want to receive automated alerts about abnormal energy consumption so that I can take immediate corrective actions to mitigate wastage and align with our sustainability targets.
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Description
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The Automated Alerts and Notifications requirement aims to keep users informed about significant changes and anomalies in energy usage and equipment performance. Users will receive real-time alerts regarding potential system failures, excessive energy consumption, and maintenance action reminders based on predictive analytics. This proactive approach not only assists facility managers in addressing issues before they escalate but also ensures compliance with sustainability initiatives. By integrating this requirement with user communication tools, such as email and messaging systems, stakeholders will be able to act quickly on critical information.
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Acceptance Criteria
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Real-time notification for excessive energy consumption during peak hours.
Given the system is monitoring energy usage, when consumption exceeds the predetermined threshold for more than 5 minutes, then an automated alert should be sent to the facility manager via email and SMS.
Notification for scheduled maintenance tasks based on predictive analytics.
Given the predictive analytics identify an upcoming maintenance requirement, when the maintenance date approaches, then the system sends a reminder notification to the assigned technician and facility manager 24 hours prior.
Alerting users of potential system failures.
Given the real-time monitoring system detects an anomaly in equipment performance, when the anomaly is confirmed, then an alert should be sent to the relevant stakeholders with detailed information about the issue and suggested actions.
User-friendly dashboard display of alert history.
Given the user accesses the dashboard, when they view the alerts section, then they should see a comprehensive list of all automated alerts with timestamps, categories, and status of actions taken.
Integrated messaging for alert distribution.
Given an automated alert is triggered, when the alert is sent, then it should be successfully delivered to the user's preferred communication channels (e.g., email, Slack, SMS) as specified in their user profile settings.
Customization of alert thresholds by users.
Given a user has access to the system settings, when they modify the alert thresholds for energy consumption, then those thresholds should be saved and applied to the real-time monitoring immediately.
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 platform so that I can ensure data security and enable appropriate access to sensitive information.
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Description
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The User Role Management requirement enables administrators to define and control user access permissions within the GreenPulse platform. This capability allows for the creation of multiple user roles such as facility managers, sustainability officers, and operational staff, each with tailored access levels to different features and data sets. By implementing this feature, organizations can ensure data security, enforce compliance, and facilitate collaboration by allowing users to share insights relevant to their roles. This structure not only maintains integrity within the reporting framework but also enhances the overall user experience by reducing information overload.
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Acceptance Criteria
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Administrator defines user roles for facility managers, sustainability officers, and operational staff.
Given an administrator is logged into the GreenPulse platform, When they navigate to the User Role Management section and create new roles for 'Facility Manager', 'Sustainability Officer', and 'Operational Staff', Then these roles should be listed with the correct access permissions in the user management interface.
Administrator modifies permissions for a specific user role.
Given an administrator is logged into the GreenPulse platform, When they select a user role and modify its permissions, Then the changes should be saved and reflected in the user role overview in real-time without any errors.
User logs in with a specific role and accesses their permitted features.
Given a user with the role of 'Sustainability Officer' logs into the GreenPulse platform, When they access the dashboard, Then they should only see the features and data sets allowed for their role, ensuring restricted access to sensitive data.
User shares reports and insights with other users within their role scope.
Given a user with the role of 'Facility Manager' generates a report, When they share this report with other users in the same role, Then those users should receive the report and be able to access it without any permission issues.
Administrator deletes a user role and verifies its effects on existing users.
Given an administrator is logged into the GreenPulse platform, When they delete the 'Operational Staff' role, Then all users assigned to this role should lose access to the platform, and their role should no longer be visible in the user role management section.
System enforces compliance by restricting access based on user roles during audits.
Given an auditor is reviewing user access logs, When they filter by user role, Then only users with 'Facility Manager' or 'Sustainability Officer' roles should be visible, ensuring compliance with data access policies.
Integration with IoT Devices
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User Story
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As a facility manager, I want to integrate IoT devices with the platform so that I can access real-time energy usage data and optimize operations based on accurate insights.
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Description
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The Integration with IoT Devices requirement aims to connect GreenPulse with various IoT devices and sensors employed in facilities for enhanced energy monitoring. This includes smart meters, HVAC systems, and environmental sensors that provide real-time data on energy usage and environmental conditions. By facilitating this integration, users can obtain granular insights into resource consumption, allowing for more informed decisions and timely interventions. Additionally, the platform will provide compatibility with widely used protocols for easy onboarding of diverse IoT devices, thus broadening the scope of data collection and analysis capabilities.
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Acceptance Criteria
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Integration of GreenPulse with HVAC Systems
Given a facility using HVAC systems compatible with GreenPulse, when the user initiates the integration process, then the system should successfully establish a connection and display real-time temperature and humidity data on the dashboard within 5 minutes.
Real-Time Data Collection from Smart Meters
Given that IoT smart meters are installed in a facility, when the GreenPulse platform is connected, then the system must retrieve and display energy usage data every 30 seconds without any data loss or delay.
Compatibility with Environmental Sensors
Given various environmental sensors deployed in a facility, when the sensors are configured to communicate with GreenPulse, then the platform should aggregate data from all sensors and display a comprehensive summary report with accuracy above 95%.
User Notification for Maintenance Actions
Given predictive maintenance findings generated by the Actionable Insights Reports, when a significant anomaly is detected, then the system should automatically notify the relevant facility managers via email and push notifications within 10 minutes.
Dashboard Customization Options
Given a user logged into GreenPulse, when they access the dashboard customization features, then they should be able to add, remove, and rearrange at least 5 widgets to personalize their view without any performance degradation.
Enhanced Reporting Tools
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User Story
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As a sustainability officer, I want to generate customizable reports on energy usage metrics so that I can present insights to stakeholders and drive informed discussions about our sustainability initiatives.
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Description
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Enhanced Reporting Tools provide users with the capability to generate customizable reports based on various parameters such as time frames, equipment performance metrics, and energy sustainability goals. Users will be able to extract specific data, format reports according to their needs, and automate regular reporting schedules. These reporting capabilities are integral for facilitating strategic discussions about energy management and tracking progress toward sustainability objectives. This enhancement ensures that all relevant stakeholders have access to clear, actionable data vital for decision-making processes.
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Acceptance Criteria
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User generates a customizable report based on monthly energy consumption metrics and equipment performance to analyze trends and make strategic decisions for the upcoming quarter.
Given a user with access to Enhanced Reporting Tools, when they select the monthly time frame, equipment performance metrics, and energy sustainability goals, then a report is generated that includes visual representations of data, trending charts, and is formatted as per the user's specifications.
A facility manager sets up an automated reporting schedule for weekly insights on energy usage, ensuring that all stakeholders receive timely updates.
Given a facility manager in the system settings, when they configure the automated reporting schedule for weekly insights, then all designated stakeholders receive the report via email every Monday morning without any manual intervention.
A sustainability officer reviews a generated report to ensure that actionable insights on maintenance activities are clear and align with the company's sustainability goals.
Given a sustainability officer has accessed a report, when they review the content, then the report must clearly recommend actions based on predictive maintenance findings and outline the potential impact on energy usage and operational costs, aligning with sustainability goals.
A user employs filters to extract specific data from the reporting tool to prepare for a board meeting discussion on energy management strategies.
Given a user is utilizing the Enhanced Reporting Tools, when they apply filters for specific data parameters, then the system generates a report that only includes the selected data fields, maintaining accuracy and relevance for strategic discussions.
The system needs to ensure that reports generated can be easily exported in various formats for use in presentations and documentation.
Given that a report has been generated, when the user selects the export function, then it should allow exporting in at least three formats including PDF, Excel, and CSV without losing any data integrity or formatting.
Users require guidance on how to use the report generation features effectively to maximize their benefits.
Given that a user is accessing the Enhanced Reporting Tools, when they click on the help section, then they should see a user-friendly guide that includes tutorials and FAQs related to report generation functionalities.
Critical Asset Monitoring
Critical Asset Monitoring focuses on key equipment responsible for significant energy consumption. By applying predictive analytics to these assets, users receive continuous assessments of their performance and potential inefficiencies. This feature allows organizations to prioritize their maintenance efforts, ensuring vital equipment runs optimally, reducing energy waste, and extending the lifespan of critical assets.
Requirements
Real-time Performance Tracking
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User Story
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As a facility manager, I want to receive real-time performance data on critical assets so that I can address inefficiencies immediately and optimize energy consumption.
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Description
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This requirement involves the continuous monitoring of critical assets to assess their performance in real-time. It provides users with live data on energy consumption, operational efficiency, and predictive maintenance alerts. By integrating with IoT sensors and existing monitoring systems, this functionality enables users to make informed decisions quickly, driving immediate improvements in energy efficiency and reducing operational costs. The main benefit is the ability for facility managers to respond to inefficiencies as they occur, significantly improving the lifespan of critical assets and decreasing energy waste.
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Acceptance Criteria
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Real-time Performance Data Access for Facility Managers
Given the monitoring system is operational, when a facility manager logs into the GreenPulse platform, then they should see live performance data on critical assets including energy consumption, operational efficiency metrics, and predictive maintenance alerts within 2 seconds of accessing the dashboard.
Alerts for Inefficiency Detection
Given the real-time monitoring of critical assets is active, when an asset's energy consumption exceeds the predefined efficiency threshold, then the system should trigger an alert to the facility manager within 5 minutes of the inefficiency being detected.
Integration with IoT Sensors
Given that IoT sensors are installed and functioning, when the GreenPulse platform is integrated, then it should receive continuous data streams from these sensors without data loss, verified by cross-referencing sensor data with GreenPulse metrics every hour.
Historical Data Comparison for Asset Performance
Given that historical performance data is stored, when a facility manager initiates a comparison report, then the system must provide a detailed report comparing the last month's performance of critical assets against the previous three months, with visual graphs reflecting trends in energy efficiency.
User Training on Real-time Monitoring
Given that the Critical Asset Monitoring feature is deployed, when users are onboarded, then at least 95% of users should successfully complete training sessions, demonstrating the ability to navigate the real-time performance tracking features of the platform within the first week of usage.
Maintenance Scheduling and Alerts
Given the predictive analytics feature is functional, when an asset is predicted to require maintenance, then the system should create a maintenance ticket and notify the assigned maintenance personnel via email and dashboard notification within 24 hours of the prediction being made.
Automated Maintenance Alerts
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User Story
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As a sustainability officer, I want to receive automated alerts about maintenance needs of critical equipment so that I can schedule preventative maintenance and minimize energy waste.
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Description
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This requirement emphasizes automating the alert system for maintenance needs of critical assets. By utilizing predictive analytics, the system will notify users of emerging issues before they lead to system failures, allowing for preventative maintenance scheduling. This proactive approach minimizes downtime and energy waste, ensuring that all critical assets are operating optimally. This functionality not only enhances operational efficiency but also aligns with sustainability goals by reducing the impact of unplanned maintenance activities.
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Acceptance Criteria
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Automated notification of maintenance needs triggered by predictive analytics on critical energy-consuming assets.
Given a critical asset is monitored, when predictive analytics detect an emerging inefficiency, then an automated alert is sent to the facility manager via email and in-app notification within 5 minutes.
User's ability to schedule preventative maintenance based on alerts received for critical assets.
Given an automated maintenance alert is received, when the facility manager accesses the alert, then they can view suggested maintenance schedules and confirm a preventative maintenance appointment directly within the interface.
Integration of the alert system with existing maintenance management tools used by the organization.
Given the alert system is in place, when an alert is triggered, then the details of the alert should automatically populate the user's existing maintenance management tool, creating a new task that reflects the alert's urgency and asset involved.
Confirmation process for users to acknowledge receipt of maintenance alerts from critical assets.
Given a maintenance alert is sent, when the facility manager views the alert, then they are required to acknowledge receipt by clicking a confirmation button, logging the date and time of the acknowledgement within the system.
Tracking of maintenance alerts for reporting and analysis purposes.
Given multiple maintenance alerts are generated, when the facility manager accesses the reporting tool, then they can view analytics on alerts over time, including frequency, asset type, and resolution status.
Customizable Dashboard Features
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User Story
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As a facility manager, I want to customize my dashboard to display key metrics relevant to my role so that I can monitor energy performance efficiently without sifting through unnecessary data.
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Description
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This requirement focuses on the ability for users to customize their dashboards according to specific operational metrics and KPIs relevant to energy consumption and asset performance. Allowing users to tailor the dashboard enhances the usability of the product and improves engagement with the data presented. Customization options could include widgets for real-time performance, historical comparisons, and alerts. The objective is to empower users with a streamlined view of the information that matters most to them, enabling quicker decision-making processes.
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Acceptance Criteria
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User customization of dashboard for energy metrics testing.
Given a user has access to their dashboard, when they select a specific metric to display (energy consumption/asset performance), then the dashboard should update to reflect this selection with accurate data visualizations and metrics in real-time.
User ability to add and remove dashboard widgets successfully.
Given a user is on their dashboard, when they choose to add a widget for real-time performance or alerts, then the system should allow addition without errors, and the widget should display accurate data based on selected parameters.
User customization retention when logging out and back in.
Given a user customizes their dashboard and logs out, when they log back in, then the dashboard should retain all previous customizations without requiring additional setup.
User receives alerts for energy consumption anomalies on dashboard.
Given the critical asset monitoring is in place, when energy consumption data exceeds predefined thresholds, then the user should receive an alert displayed on their dashboard within 5 minutes of the anomaly being detected.
User engagement with historical performance comparisons.
Given there is historical data available, when a user selects to compare current performance against historical metrics, then the dashboard should present a clear and comparative visualization (e.g., graphs) that is easily understandable and accurate.
User feedback collection after dashboard customization.
Given the dashboard customization feature is utilized, when a user finishes customizing their dashboard, then the system should prompt the user to provide feedback on the customization experience, which is then logged for future improvements.
Comprehensive Reporting Tools
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User Story
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As a compliance officer, I want to generate comprehensive reports on our energy consumption and asset performance so that I can ensure we meet sustainability regulations and tracking milestones.
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Description
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This requirement involves the development of robust reporting tools that allow users to generate reports on energy usage, asset performance, and maintenance history. The reports will have capabilities to visualize data trends over time and benchmark against sustainability goals. This functionality thus aids stakeholders in making data-driven decisions and fosters transparency regarding energy management efforts. Having comprehensive reports is essential for compliance reporting and demonstrating progress towards sustainability targets.
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Acceptance Criteria
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User generates a monthly energy usage report to evaluate performance against sustainability targets.
Given the user has access to the reporting tool, when they select the 'Generate Monthly Report' option, then the system should create a report showing total energy usage, divided by equipment and compared against preset sustainability goals, without errors.
Admin wants to compare asset performance trends over the last quarter.
Given the admin is on the reporting tools interface, when they select the 'Quarterly Asset Performance' report, then the generated report must display accurate and visualized data trends for each monitored asset over the selected time frame.
Stakeholder needs a comprehensive report to present at a board meeting.
Given that the stakeholder is logged into the platform, when they request a report including energy usage, asset performance and maintenance history, then the system must compile and export a PDF report with all requested sections clearly outlined and visual representations included.
User seeks to analyze the maintenance history of critical assets for compliance reporting.
Given the user selects the 'Maintenance History' report, when they specify the date range and asset type, then the system should generate a report detailing all maintenance actions taken within the specified period, with timestamps and action descriptions.
A user needs to visualize energy consumption trends over time.
Given the user is in the reporting dashboard, when they choose to view 'Energy Consumption Trends', then the system should display a line graph representing energy usage over the past year, including monthly breakdowns.
A user wants to benchmark energy performance against industry standards.
Given the user selects the benchmarking option for energy consumption, when they input their current energy usage data, then the system should output a report comparing their consumption with industry averages, including areas for improvement.
Predictive Analytics Integration
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User Story
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As a strategic planner, I want to utilize predictive analytics on asset performance data so that I can allocate resources better and plan maintenance efficiently, reducing costs associated with unplanned outages.
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Description
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This requirement centers on integrating advanced predictive analytics tools to enhance how critical asset performance data is processed. By analyzing historical data patterns, users can receive forecasts of future asset conditions, leading to improved strategic planning and better allocation of maintenance resources. This capability enhances the platform’s core functionality by enabling users to anticipate issues before they arise, thus promoting proactive management. This forward-thinking approach supports energy efficiency initiatives and optimizes resource usage.
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Acceptance Criteria
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User accesses the Critical Asset Monitoring dashboard to view predictive analytics forecasts for energy consumption of key assets.
Given the user is logged into GreenPulse, when they navigate to the Critical Asset Monitoring dashboard, then they should see a real-time forecast of energy consumption for all critical assets based on historical data.
A facility manager receives an alert indicating a potential failure in a critical asset due to predictive analytics insights.
Given predictive analytics are integrated, when the system identifies a trend indicating possible failure in an asset, then an alert should be sent to the facility manager via email and through the application notification system.
The system generates a report summarizing the predictive performance data of critical assets over the past month.
Given that predictive analytics has been actively used for a month, when the facility manager requests a report, then the report should contain at least 4 key metrics, including energy consumption, predicted maintenance needs, and historical performance trends.
The user customizes the alert settings for predictive maintenance notifications based on asset criticality levels.
Given that a user accesses the notification settings, when they configure alerts for three different criticality levels, then the system should save these settings and deliver notifications according to the selected preferences.
Users analyze the impact of predictive analytics on energy savings after implementing the new feature.
Given the predictive analytics feature has been in use for one quarter, when the facility manager reviews the savings report, then the report should show at least a 10% reduction in energy costs compared to the previous quarter.
User-Friendly Maintenance Scheduler
The User-Friendly Maintenance Scheduler simplifies the process of planning and coordinating maintenance tasks. Integrating insights from predictive analytics, this feature allows users to create and manage maintenance schedules effectively. By optimizing timing and resource allocation, organizations can prevent equipment failures and ensure smooth operations while maximizing energy efficiency.
Requirements
Automated Maintenance Reminders
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User Story
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As a facility manager, I want to receive automated reminders for maintenance tasks so that I can stay organized and ensure equipment is maintained on schedule, minimizing unexpected downtimes.
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Description
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The Automated Maintenance Reminders feature will send timely alerts to users regarding upcoming scheduled maintenance tasks. By integrating with existing scheduling tools and utilizing real-time data analytics, this requirement ensures that facility managers are always aware of maintenance needs, preventing last-minute rushes or missed tasks. It will increase compliance with maintenance schedules, optimize equipment usage, and reduce downtime, ultimately contributing to smoother operations and energy efficiency.
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Acceptance Criteria
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Scheduled maintenance reminders are triggered based on user-defined parameters, such as time until the scheduled maintenance task and priority level of the machine.
Given a maintenance task is scheduled, when the specified time until the task arrives is met, then an automated reminder is sent to the relevant users via their preferred communication channel (email, SMS, app notification).
Users can customize reminders based on their specific needs and maintenance schedules, ensuring that reminders are relevant and timely.
Given that a user is in the reminder settings, when they choose to customize the reminder frequency and timing, then their preferences are saved and reflected in the reminders sent prior to the task.
The system integrates seamlessly with existing scheduling tools used by the organization to ensure alerts are generated in sync with pre-existing schedules.
Given that the user has linked their scheduling tool with GreenPulse, when a scheduled maintenance event is created or modified, then the automated reminders should reflect these changes within 5 minutes.
Users can view a history of past maintenance reminders to evaluate compliance and effectiveness of the maintenance scheduling process.
Given that the user accesses the reminder history section, when they query a date range, then the system displays all past reminders sent, including date, time, and response status of the maintenance tasks.
Reminders should include vital information, such as the equipment involved, the maintenance required, and any necessary preparations, ensuring users are fully informed.
Given an automated reminder is triggered, when users receive the alert, then the message includes equipment ID, scheduled maintenance type, and any preparatory steps necessary to complete the maintenance.
Notifications are adapted based on user roles within the organization to ensure the right personnel receive the appropriate reminders.
Given the user roles are predefined within the system, when maintenance reminders are scheduled, then notifications should be sent to the designated facility manager and relevant technicians as specified in their user profiles.
System performance is monitored to ensure that reminders do not overload users but rather enhance their scheduling capabilities.
Given a set period of user engagement, when analyzing user feedback on reminder frequency, then at least 80% of users report that the reminder timing is helpful and not excessive.
Resource Allocation Insights
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User Story
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As a sustainability officer, I want insights on resource allocation for maintenance tasks so that I can optimize our resource usage and ensure we are operating efficiently within our energy management goals.
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Description
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The Resource Allocation Insights requirement involves developing a dashboard that analyzes and displays optimal resource allocation for maintenance tasks based on predictive analytics. By providing insights into which resources are typically required for specific maintenance tasks, users can plan more effectively, ensuring resources are utilized efficiently and costs are minimized. This will lead to more informed decision-making and prevent situations where resources are over- or under-utilized.
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Acceptance Criteria
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User accesses the User-Friendly Maintenance Scheduler and selects a specific maintenance task requiring various resources.
Given the user selects a maintenance task, When the user views the Resource Allocation Insights dashboard, Then the system displays a list of optimal resources required for that task along with estimated utilization rates.
The maintenance team is planning their weekly tasks and needs to allocate resources effectively to avoid any shortages or excesses.
Given the user is on the Resource Allocation Insights dashboard, When the user filters tasks by priority, Then the system highlights high-priority tasks with recommended resource allocations that ensure efficiency and cost-effectiveness.
A facility manager reviews past maintenance tasks to identify trends in resource usage and optimize future scheduling.
Given the user accesses historical maintenance data, When they select a specific time frame, Then the system provides analytics showing resource utilization patterns for that period, enabling informed decision-making.
The user wants to adjust scheduled maintenance tasks after identifying that certain resources are available only during specific periods.
Given the user has made changes to the maintenance schedule, When they view the updated Resource Allocation Insights, Then the system dynamically adjusts and displays the necessary resources based on the new schedule.
A user requires a report on resource allocation efficiency over the last month to present at a sustainability meeting.
Given a user requests a report, When the report is generated from the Resource Allocation Insights, Then it includes statistical insights on resource utilization efficiency and potential cost savings.
A user wants to minimize resource wastage by optimizing the scheduling of maintenance tasks.
Given the user accesses the maintenance scheduler, When they utilize the predictive analytics feature, Then the system suggests optimal scheduling times that reduce downtime and resource waste.
The facility management team conducts a review session to assess the effectiveness of resource allocations made over the previous quarter.
Given the team is in a review session, When they review the Resource Allocation Insights, Then they can see trends and impacts of previous resource allocations on maintenance efficiency and costs.
Customizable Maintenance Templates
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User Story
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As a maintenance technician, I want to use customizable maintenance templates for different types of equipment so that I can ensure each asset is properly cared for and scheduling is simplified and consistent.
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Description
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This requirement focuses on enabling users to create customizable maintenance templates for different assets and tasks. Users will be able to save templates that specify detailed procedures, resources required, and frequency of maintenance for various equipment types. This will streamline the scheduling process, reduce redundancy, and ensure consistency in maintenance operations. Customization ensures that varied equipment can be efficiently managed under specific parameters that suit the organization’s needs.
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Acceptance Criteria
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Creating a New Custom Maintenance Template for HVAC System
Given a user has access to the Maintenance Scheduler, when they select the option to create a new template for an HVAC system and input all required fields (procedures, resources, frequency), then the template is successfully saved and appears in the user’s template library.
Editing an Existing Maintenance Template
Given a user has an existing maintenance template, when they choose to edit the template and modify any fields (e.g., frequency or procedures), then the changes are correctly saved, and the updated template is displayed in their library upon reloading.
Scheduling Maintenance Using a Customizable Template
Given a user has a customizable maintenance template saved, when they select that template to schedule maintenance for the specified equipment, then the schedule is created with the correct date, time, and assigned resources as defined in the template.
Deleting a Custom Maintenance Template
Given a user has access to their maintenance templates, when they select a template and choose to delete it, then the template is removed from their library and cannot be retrieved.
Creating a Template with Required Fields Validation
Given a user is creating a new maintenance template, when they attempt to save the template without filling in all required fields (e.g., procedures, resources, frequency), then an error message is displayed indicating the missing fields and the template is not saved.
Viewing All Available Maintenance Templates
Given a user has access to the Maintenance Scheduler, when they navigate to the template section, then they should see a list of all available maintenance templates with the relevant details for each one.
Exporting Maintenance Templates
Given a user has created maintenance templates, when they select the option to export their templates, then they should be able to download a file (e.g., CSV or PDF) containing the details of all templates in their library.
Integrated Reporting Tools
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User Story
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As a sustainability manager, I want to generate integrated reports on maintenance activities so that I can present data-driven insights on our sustainability efforts to stakeholders and track overall performance improvements.
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Description
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The Integrated Reporting Tools requirement will allow users to generate detailed reports on maintenance schedules, compliance, and energy savings from maintenance activities. It will feature user-friendly interfaces for data visualization, making it easier for stakeholders to assess maintenance performance and its impact on energy efficiency. This capability is crucial for organizations aiming to report on sustainability efforts and track operational improvements over time.
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Acceptance Criteria
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Generate detailed reports on maintenance schedules for a facility manager reviewing monthly operations.
Given a logged-in user with reporting permissions, when they select the 'Generate Report' option for maintenance schedules, then the system must generate a detailed report that includes dates, maintenance tasks performed, and responsible staff members.
View and assess compliance reports on energy savings resulting from maintenance activities.
Given a user with the role of sustainability officer, when they access the compliance reporting section, then they must be able to view a report displaying energy savings metrics and compliance status for the last quarter.
Utilize data visualization tools in the reporting interface to present performance metrics effectively.
Given a user accessing the reporting dashboard, when they select a maintenance report, then the visual representation of performance metrics must update to reflect key statistics such as energy savings and downtime in a clear and informative manner.
Export maintenance reports to external sources for stakeholder distribution.
Given a user with the appropriate access rights, when they choose to export a maintenance report, then they should have the option to download the report in multiple formats (PDF, Excel) without data loss or corruption.
Enable collaborative sharing of reports among stakeholders via the platform.
Given a user viewing a generated report, when they select the 'Share' option, then they must be able to send the report via email to specified stakeholders with customizable message options.
Schedule automated report generation and emailing at specified intervals for routine updates.
Given an administrative user, when they configure the reporting schedule settings, then the system must successfully automate report generation and deliver the reports to designated email addresses at the set intervals without failures.
Mobile Maintenance Access
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User Story
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As a maintenance technician, I want mobile access to the maintenance scheduler so that I can manage my tasks while in the field, enabling me to respond quickly to maintenance needs and keep operations running smoothly.
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Description
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The Mobile Maintenance Access requirement aims to provide mobile application support for the User-Friendly Maintenance Scheduler, allowing users to access schedules, receive reminders, and update tasks from their smartphones or tablets. This flexibility ensures that facility managers and technicians can manage maintenance tasks on-the-go, improving response times and ensuring that they stay informed, therefore enhancing overall productivity and operational efficiency.
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Acceptance Criteria
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Mobile users should be able to securely log in to the GreenPulse platform using their smartphones or tablets to access the maintenance scheduler anytime, anywhere.
Given the user has the GreenPulse mobile app installed, when the user enters valid login credentials and taps 'Log In', then the user should be logged into their account and redirected to the maintenance scheduler interface within 5 seconds.
Technicians should receive real-time notifications through the mobile app about upcoming maintenance tasks and any changes made to the schedule.
Given the user is logged into the GreenPulse mobile app, when a maintenance task is scheduled or updated, then the app should send a push notification to the user’s device within 1 minute of the change.
Facility managers should be able to update the status of maintenance tasks via the mobile app while onsite or in the field.
Given the user has access to a maintenance task on the mobile app, when the user selects a task and updates its status to 'Completed', then the app should reflect this change immediately and save it to the cloud database.
Users should be able to filter and view maintenance tasks by categories such as priority, type, and due date through the mobile app.
Given the user is on the maintenance scheduler, when the user applies filters for 'High Priority' tasks, then the app should display only the tasks that meet this criteria within 3 seconds.
The mobile application should provide a seamless integration with existing calendar applications to sync maintenance schedules.
Given the user has linked their calendar app in settings, when a maintenance task is created in the GreenPulse app, then the task should automatically appear in the user's calendar application within 5 minutes.
Feedback and Improvement Loop
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User Story
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As a facility manager, I want to provide feedback on the maintenance scheduling process so that I can help improve the tool based on our daily operational experiences, ensuring it meets our needs better.
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Description
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This requirement allows users to provide feedback on the maintenance scheduler's effectiveness after each scheduled task. Incorporating user feedback into future iterations of the product will ensure that it continuously improves and adapts to the users' needs, fostering a user-centric development approach and enhancing overall usability and satisfaction among users.
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Acceptance Criteria
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User provides feedback after completing a maintenance task through the Maintenance Scheduler interface.
Given the user has completed a scheduled maintenance task, when they access the feedback form, then they must be able to submit their feedback, which should be saved in the system and accessible for analysis.
User views insights from previous feedback to improve future maintenance scheduling.
Given the user has submitted feedback for past maintenance tasks, when they open the Maintenance Scheduler dashboard, then they should see summarized feedback insights, including trends and common issues.
The system sends automated notifications to users to submit feedback post maintenance tasks.
Given a maintenance task is marked complete, when the user logs into the Maintenance Scheduler, then they must receive a prompt to provide feedback before they can access other features.
Users are able to rate the effectiveness of the maintenance scheduler on a scale after providing feedback.
Given the user has completed the feedback form, when they submit it, then they must also provide a rating from 1 to 5 to evaluate the effectiveness of the scheduler.
Feedback leads to actionable changes in the Maintenance Scheduler feature.
Given a set of user feedback, when the product team reviews it, then they must prioritize at least 2 actionable improvements for the next development cycle based on that feedback.
Users can track the history of their feedback regarding the Maintenance Scheduler.
Given the user has submitted feedback, when they navigate to their feedback history, then they must see a list of all their previous feedback with timestamps.
Multi-User Collaboration Features
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User Story
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As a member of the maintenance team, I want to collaborate with my colleagues on the maintenance scheduler so that we can ensure tasks are coordinated effectively and nothing is overlooked during planning or execution.
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Description
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The Multi-User Collaboration Features requirement will enable multiple users to collaborate on scheduling and managing maintenance tasks within the platform. Features such as shared calendars, comments, and task assignment will improve teamwork and ensure that all stakeholders stay informed and engaged in the maintenance process. This will facilitate better communication, prevent missed tasks, and enhance overall operational efficiency.
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Acceptance Criteria
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User Schedule Collaboration Scenario
Given a user with access to the maintenance scheduler, when they create a maintenance task and assign it to another user, then the assigned user should receive a notification of the task assignment in real time.
Shared Calendar Integration Scenario
Given multiple users are collaborating on maintenance tasks, when one user updates the maintenance schedule on a shared calendar, then all other users should see this update reflected in their respective calendars within 5 seconds.
Comments and Feedback Implementation Scenario
Given a maintenance task is created, when a user adds a comment to the task, then all other users who have access to the task should be able to view the comment and receive a notification about the new comment.
Maintenance Task Completion Tracking Scenario
Given a user has completed a maintenance task, when they mark the task as complete, then the task should be archived automatically and removed from the active tasks list, while still being accessible in the archived tasks section.
User Role and Permission Management Scenario
Given an admin user, when they assign different roles to users within the maintenance scheduler, then users should only be able to access functionalities allowed by their assigned roles, ensuring data security and integrity.
Cross-Platform Accessibility Scenario
Given a user accessing GreenPulse on a mobile device, when they log into the maintenance scheduler, then they should have full access to the collaborative features, including task assignment, comments, and calendar updates.
Resource Allocation Optimization Scenario
Given multiple maintenance tasks are scheduled, when users review the scheduling interface, then they should see recommendations for optimal resource allocation based on predicted workloads and resource availability.
Integration with IoT Devices
The Integration with IoT Devices feature connects the predictive maintenance system with existing IoT sensors within facilities. This seamless integration allows for real-time data collection and analysis, enhancing the predictive capabilities of the platform. As a result, users gain deeper insights into equipment performance, leading to timely maintenance actions and proactive energy management strategies.
Requirements
Real-time Data Sync
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User Story
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As a facility manager, I want real-time data updates from IoT sensors so that I can make immediate decisions to optimize energy use and reduce costs based on the latest information.
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Description
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The Real-time Data Sync requirement ensures that data collected from IoT devices and sensors is immediately transmitted to the GreenPulse platform for analysis. This feature is critical as it enables facility managers to access current data, facilitating timely decision-making and alerts in response to unexpected equipment behavior or energy usage patterns. By implementing real-time data synchronization, the platform can leverage its advanced analytics capabilities to provide actionable insights quickly, ultimately improving energy efficiency and reducing operational costs.
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Acceptance Criteria
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Real-time Data Sync for Environmental Monitoring
Given an IoT sensor is installed for monitoring air quality, when the sensor detects a change in air quality levels, then the data should be sent to the GreenPulse platform within 2 seconds for analysis.
Immediate Notification for Equipment Malfunction
Given an IoT device is connected to the GreenPulse platform, when the device reports an anomaly in energy consumption, then the platform should send a real-time alert to the facility manager's dashboard within 5 seconds.
Historical Data Comparison with Real-time Data
Given that the GreenPulse platform has access to historical data, when new real-time data is received from an IoT device, then the system should generate a comparison report within 10 seconds showing trends and anomalies.
Seamless Integration with Existing Systems
Given that the facility's existing energy management systems are compatible, when the GreenPulse platform is connected, then it should sync all data from these systems in real-time with no data loss.
User Access to Real-time Data on Mobile App
Given the GreenPulse mobile app is downloaded, when a user logs in, then they should be able to view real-time data updates from all connected IoT devices within 3 seconds.
Customized Dashboard Widgets
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User Story
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As a sustainability officer, I want to customize my dashboard to display only the metrics that are important to my role so that I can efficiently monitor our progress towards our sustainability targets.
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Description
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The Customized Dashboard Widgets requirement allows users to create personalized dashboard views that highlight the most relevant metrics and insights from their facilities. Users can select from various widgets to track energy consumption, equipment performance, and maintenance schedules, tailoring the dashboard to their specific needs. This customization enhances user experience by ensuring that stakeholders can focus on the data that matters most to them, facilitating informed decisions that align with their sustainability goals.
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Acceptance Criteria
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User selects from a library of widget types to personalize their dashboard view for enhanced energy monitoring.
Given the user is on the dashboard customization page, when they select a widget type from the library and click 'Add to Dashboard', then the widget should appear on their dashboard with relevant metrics displayed.
User modifies the settings of an existing widget to display different energy metrics based on their preferences.
Given the user has an existing widget on their dashboard, when they click the settings icon and select a different metric from the dropdown menu, then the widget should update to reflect the selected metric immediately.
User saves their customized dashboard layout for future access and review.
Given the user has arranged their dashboard as per their preferences, when they click the 'Save' button, then their layout should be saved successfully and retrieved upon their next login without any data loss.
User removes an unwanted widget from their dashboard to streamline their view.
Given the user is viewing their dashboard, when they click the 'Remove' option on a widget, then that widget should be removed from the dashboard without affecting others.
User accesses their customized dashboard on different devices and confirms consistent widget layouts.
Given the user has a customized dashboard, when they log in from a different device, then the dashboard layout and selected widgets should appear consistently as set previously.
User shares their customized dashboard with other users for collaborative decision-making.
Given the user is on their customized dashboard, when they select the 'Share' option and enter the email addresses of other users, then the invited users should receive an email with access to view the dashboard.
User receives confirmation of their customization actions performed on the dashboard interface.
Given the user has made changes to their dashboard, when the changes are saved, then a confirmation message should display indicating successful customization.
Automated Maintenance Alerts
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User Story
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As a maintenance technician, I want to receive automated alerts for equipment that needs servicing so that I can address potential issues before they disrupt operations.
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Description
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The Automated Maintenance Alerts feature generates notifications for maintenance teams based on data analysis from IoT sensors. By predicting equipment failures through continuous monitoring, the system can automatically dispatch alerts, ensuring that maintenance actions are proactive rather than reactive. Implementing this requirement will empower users to minimize downtime and extend the lifespan of equipment, leading to improved operational efficiency and reduced energy waste.
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Acceptance Criteria
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Maintenance team receives an automated alert when IoT sensors detect equipment performance degradation.
Given that IoT sensors have detected performance degradation in equipment, when the system analyzes the data, then an automated maintenance alert should be dispatched to the maintenance team within 5 minutes.
Maintenance alerts are received by the correct personnel based on predefined roles in the system.
Given that there are multiple maintenance team members with different roles, when an alert is triggered, then the relevant personnel should receive the alert via their preferred communication channel (email, SMS, app notification) without delay.
Maintenance alerts contain detailed information about the issue detected by the IoT sensors.
Given that a maintenance alert is generated, when the maintenance team views the alert, then the alert should include specific details such as the type of equipment, nature of the problem, timestamp of detection, and priority level of the alert.
Automated alerts can be tested through a simulated failure of an IoT-connected device.
Given that the system is operating in a test environment, when a simulated device failure occurs, then the automated maintenance alert system should trigger an alert within 3 minutes in the test log.
Users can configure threshold settings for triggering maintenance alerts based on historical data analysis.
Given that a user is using the configuration dashboard, when they adjust the threshold settings for a specific piece of equipment, then the system should reflect those changes and use the new thresholds to generate alerts.
Maintenance team can acknowledge the alerts and log actions taken within the system.
Given that an automated maintenance alert has been received, when the maintenance team acknowledges the alert, then they should be able to log their actions in the system, which updates the alert status as 'Acknowledged'.
Reports of maintenance alerts and actions taken can be generated over a set period.
Given that alerts and actions have been logged in the system, when the user requests a report for a specific time period, then the report should detail counts of alerts, actions taken, and equipment affected within that timeframe.
Integration with Third-party Analytics Tools
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User Story
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As a data analyst, I want to connect GreenPulse with other analytics platforms so that I can gain a more comprehensive understanding of our energy efficiency initiatives.
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Description
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Integrating GreenPulse with third-party analytics tools expands the platform's analytical capabilities by allowing users to leverage additional data sources and analytical models. This requirement is essential for businesses looking to enhance their data analysis capabilities, as they can compare their energy consumption data with industry benchmarks and derive deeper insights. By enabling this integration, GreenPulse positions itself as a more comprehensive solution in the energy management ecosystem.
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Acceptance Criteria
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User connects GreenPulse to a third-party analytics tool to analyze energy consumption patterns over a month.
Given the user has a valid account for the third-party analytics tool, When the user initiates the integration process within GreenPulse, Then the system connects successfully and displays a confirmation message.
User uploads custom energy data into GreenPulse from the third-party analytics tool and compares it with historical energy consumption data.
Given the user has uploaded data within the allowed format, When the user accesses the comparative analysis dashboard, Then the system displays a complete analysis comparing the uploaded data with historical data.
User generates a report that includes insights from both the GreenPulse data and the integrated third-party analytics tool.
Given the user has selected the required metrics from both sources, When the user requests a report generation, Then the report includes accurate insights from both GreenPulse and the third-party analytics tool within 2 minutes.
User identifies discrepancies between data reported by GreenPulse and the third-party analytics tools during a weekly review.
Given the user has access to both data sets, When the user compares the values, Then the system highlights the discrepancies and offers suggested resolutions within the report.
Facility manager checks real-time data analytics from the integrated third-party tool via the GreenPulse dashboard.
Given the integration is successfully established, When the facility manager views the dashboard, Then the real-time analytics from the third-party tool should be reflected accurately without delays.
User receives notifications about performance anomalies detected by the third-party analytics tools through GreenPulse.
Given the user has enabled notifications, When the third-party tool detects an anomaly, Then the user receives an instant alert and summary of the anomaly via email and in-app notification.
Mobile Application Access
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User Story
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As a facility manager, I want to access GreenPulse through a mobile app so that I can monitor energy usage and receive alerts while I am away from the office.
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Description
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The Mobile Application Access requirement enables users to access the GreenPulse platform via a mobile application. This functionality is vital for facility managers and sustainability officers who need to monitor operations and respond to alerts while on the go. A mobile app ensures that users are not tied to their desks and can make timely decisions based on real-time data, enhancing overall responsiveness and effectiveness of energy management efforts.
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Acceptance Criteria
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Mobile App Access for Real-Time Monitoring
Given the user is logged into the GreenPulse mobile application, when they navigate to the dashboard, then they should see real-time energy consumption data displayed clearly.
Notifications for Alerts on Mobile App
Given the user has set alert preferences in the mobile application, when an alert condition is triggered (e.g., abnormal energy usage), then the user should receive a push notification on their mobile device.
Data Synchronization Across Devices
Given the user accesses the GreenPulse platform on the mobile app, when they modify any settings or view data, then all changes should be synced in real time with the web application.
User-Friendly Interface for Mobile Access
Given the user is using the mobile application, when they navigate through the interface, then it should be intuitive and provide easy access to key features without technical assistance.
Secure Mobile Application Access
Given the user is attempting to log into the mobile application, when they enter their credentials, then the app should validate their login and ensure all data is encrypted during transmission.
Offline Functionality of the Mobile Application
Given the user is in an area with limited internet connectivity, when they open the mobile application, then they should be able to access previously loaded data and receive basic functionalities.
Cross-Platform Compatibility of the Mobile Application
Given the user is accessing the GreenPulse mobile application on different devices (iOS and Android), when they use the app, then the experience should be consistent and features should work seamlessly across platforms.
Comprehensive Reporting Tools
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User Story
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As a sustainability officer, I want to generate comprehensive reports on our energy consumption so that I can present our progress towards sustainability goals to the board.
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Description
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The Comprehensive Reporting Tools requirement provides users with advanced options for generating detailed reports on energy usage, trends, and maintenance activities. This feature is crucial for stakeholders who need to present data to management or regulatory bodies. By allowing users to create customizable reports that can include various metrics and timeframes, this requirement supports transparency and accountability in energy management practices.
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Acceptance Criteria
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Generating Custom Reports for Energy Usage Analysis.
Given a user with reporting access, when they select energy usage metrics and a specified timeframe, then the system should generate a report that accurately reflects the selected data with all required metrics included.
Exporting Reports to Various Formats for Compliance.
Given a generated report, when the user chooses to export the report, then the system should allow exporting in at least three formats (PDF, Excel, and CSV) and ensure the exported file matches the generated report's content.
Scheduling Automated Reporting for Stakeholders.
Given a user with scheduling permissions, when they set up an automated report to be generated weekly, then the system should successfully create a schedule and send the report to the designated email addresses every week without user intervention.
Including Historical Data in Reports for Trend Analysis.
Given a user specifies a custom date range, when they generate a report, then the report should include historical energy usage data for the complete specified range without missing any data points.
Ensuring Data Accuracy in Generated Reports.
Given a user generates a report, when they cross-reference the report data with live data from IoT devices, then all reported values should match the corresponding data points from the IoT devices within an acceptable margin of error.