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Product Details

Name

EcoPaperly

Tagline

Empower Your Green Transition

Digital Transition Champion

Name: Digital Transition Champion
Description: The Digital Transition Champion is a progressive figure within their organization who actively advocates for digital transformation practices. They understand the vital role that technology plays in achieving sustainability and efficiency. They engage with EcoPaperly to facilitate the transition from traditional paper processes to innovative digital solutions, ensuring that their team embraces these changes to improve workflows and reduce waste.
Demographics: Age: 35-50 years; Gender: Any; Education: Bachelor's degree or higher in Business, IT, or a related field; Occupation: Change Management Specialist or Project Lead; Income Level: $70,000-$100,000 per year; Location: Urban areas with a strong corporate presence.
Background: Growing up in a tech-savvy environment, the Digital Transition Champion always had a keen interest in how technology could reshape business processes. After completing their education in Business Administration, they have held various roles focusing on operational improvement. With a passion for sustainability, they seek to minimize their organization's environmental impact while optimizing efficiency. They often participate in professional development courses and networking events focused on digital transformation.
Psychographics: Values innovation and sustainability; believes in collaboration and open communication; motivated by improving organizational impact on the environment; interested in attending workshops and webinars on digital tools and sustainable practices; enjoys mentoring others in digital skills and adaptations.
Needs: Requires intuitive and comprehensive digital solutions that reduce reliance on paper; needs tools to train employees on new processes efficiently; seeks measurable goals for sustainability progress; desires visibility into team engagement with digital tools and workflows.
Pain: Challenges with employee resistance to change; frustrations with legacy systems slowing down progress; needs support in convincing upper management about the importance of investing in digital solutions; struggles with balancing innovative goals with financial constraints.
Channels: Utilizes LinkedIn for professional networking; engages with industry blogs and eco-friendly tech forums; attends sustainability-focused conferences and webinars; relies on internal information sharing platforms within their organization.
Usage: Engages with EcoPaperly daily, utilizing it for project management, team collaboration, and reporting; invests time each week in training sessions for staff to maximize platform utilities; frequently analyzes data on paper usage and sustainability metrics for monthly reports.
Decision: The decision-making process is heavily influenced by ROI considerations, potential employee engagement levels, and alignment with organizational goals. They often gather feedback from team members before final decisions and rely on data-driven insights to advocate for necessary changes.

Green Office Advocate

Name: Green Office Advocate
Description: The Green Office Advocate is an enthusiastic employee championing greener practices within their workplace. They are passionate about reducing the organization's carbon footprint and engage with EcoPaperly to ensure that documentation processes are sustainable and efficient. They lead initiatives to promote eco-friendly habits among colleagues while using the platform to enhance their own productivity.
Demographics: Age: 25-40 years; Gender: Any; Education: Bachelor's degree in Environmental Studies or Communication; Occupation: Corporate Sustainability Coordinator or Office Administrator; Income Level: $50,000-$75,000 per year; Location: Urban areas, preferably in a corporate setting.
Background: With a background in Environmental Studies, the Green Office Advocate has always been passionate about sustainability. They actively seek out ways to promote eco-friendly practices in their personal and professional life. After starting their career in corporate administration, they naturally gravitated towards sustainability roles, finding purpose in advocating for change in workplace culture.
Psychographics: Values sustainability, teamwork, and social responsibility; motivated by the impact of their actions on the environment; deeply cares about creating a positive culture within the workplace; enjoys organizing and participating in eco-friendly initiatives outside of work.
Needs: Desires user-friendly tools that simplify document management; seeks opportunities for collaboration with like-minded individuals; requires educational resources to inform colleagues on sustainability practices; needs access to data on paper consumption to support advocacy efforts.
Pain: Faces challenges with engaging colleagues resistant to change; often struggles with inadequate resources to implement eco-friendly initiatives; frustrations around management's lack of focus on sustainability; needs better communication channels for eco-advocacy within the organization.
Channels: Active on social media platforms like Instagram and Facebook to promote green practices; utilizes online forums focused on sustainability; attends workshops and community events related to environmental initiatives; engages in internal company communications through newsletters or intranet sites.
Usage: Uses EcoPaperly daily to manage documents and track participation in green initiatives; utilizes features for real-time collaboration with teams on sustainability projects; engages with EcoPaperly's reporting tools monthly to showcase improvements in paper reduction efforts.
Decision: Influences decisions by demonstrating the benefits of eco-efficient practices and garnering support from peers; often employs persuasive communication based on sustainability statistics and success stories; works closely with management to present compelling arguments for greener policies.

Cost-Efficient Operator

Name: Cost-Efficient Operator
Description: The Cost-Efficient Operator is a focused individual within their organization who prioritizes reducing operational costs while enhancing productivity. They leverage EcoPaperly to automate workflows, monitor spending on paper supplies, and ultimately drive the bottom line towards greater savings. Their aim is to optimize processes, cut unnecessary expenses, and contribute to the company's growth.
Demographics: Age: 30-50 years; Gender: Any; Education: Bachelor's degree in Business Administration or Finance; Occupation: Operations Analyst or Financial Controller; Income Level: $70,000-$90,000 per year; Location: Suburban areas with proximity to enterprise headquarters.
Background: Raised in a financially-conscious household, the Cost-Efficient Operator developed an interest in analytics and optimization from a young age. After earning a degree in Business Administration, they pursued a career focused on operational excellence, rising through the ranks thanks to their keen eye for detail and cost-saving strategies. They often find themselves balancing competing interests and expectations from different departments.
Psychographics: Values efficiency, accountability, and transparency; motivated by improving operational processes to achieve tangible financial results; prefers to work in structured environments where they can create clear rules and metrics; enjoys problem-solving and strategic planning.
Needs: Requires tools for tracking and analyzing cost-saving metrics; seeks fast implementation of features that automate repetitive tasks; desires training resources for team members to adapt to new procedures without disruption; needs visibility into departmental budgets to make informed decisions.
Pain: Experiences challenges with outdated processes that hinder quick decision-making; frustrations around unexpected costs related to printing and paper usage; needs stronger collaboration tools to align different departments towards common financial goals; worries about resistance from teams accustomed to traditional methods.
Channels: Heavily relies on email communication for formal interactions; engages with project management software for task tracking; uses data visualization tools to present findings and reports; attends internal meetings focused on strategy development and cost management.
Usage: Engages with EcoPaperly several times a day, especially during workflows that require document management and reporting; utilizes data analytics features weekly to review budget impacts; often collaborates with team members through shared documents to ensure efficiency and transparency.
Decision: Makes decisions by analyzing quantitative data and financial forecasts; is influenced by cost-benefit analyses presented by staff; consults with finance teams to evaluate potential savings from new tools, relying on team feedback to justly assess features.

Product Ideas

EcoPaperly Analytics Hub: The EcoPaperly Analytics Hub provides users with advanced data insights on paper usage and digital transition metrics. This feature allows organizations to visualize their progress towards sustainability goals through interactive dashboards and actionable reports, promoting informed decision-making and continuous improvement in eco-friendly practices.
Smart Document Recognition: Smart Document Recognition uses AI-powered optical character recognition (OCR) to automate the digitization of paper documents seamlessly. This feature enables users to scan, organize, and access critical information from physical documents in real-time, thus streamlining workflows and enhancing operational efficiency.
Eco-Feedback System: The Eco-Feedback System engages users in sustainability efforts by providing real-time feedback on their paper usage and digital transitions. It encourages users to adopt greener practices through gamification, helping organizations track progress and reward employees for their eco-friendly actions.
Collaboration Enhancement Suite: The Collaboration Enhancement Suite integrates advanced tools for team collaboration directly within EcoPaperly. Features such as shared workspaces, task assignments, and integrated communication channels facilitate cohesive teamwork, thus improving project management and reducing reliance on paper-based documents.
Compliance Tracker Tool: The Compliance Tracker Tool helps users manage and automate compliance-related documentation and requirements. It provides users with notifications, document tracking, and audit-readiness features, ensuring organizations maintain regulatory compliance and reduce risks associated with document management.
Eco-Resource Marketplace: Eco-Resource Marketplace connects EcoPaperly users with eco-friendly suppliers and resources that support their digital transformation and sustainable initiatives. By providing easy access to green products and services, this platform encourages organizations to embrace sustainability across their operational processes.
Onboarding Experience 2.0: Onboarding Experience 2.0 offers a comprehensive and engaging onboarding program for new users of EcoPaperly. This feature includes interactive tutorials, best practice guides, and personalized support plans that enhance user engagement and adoption, ensuring teams are fully equipped to utilize the platform effectively.

Product Features

Sustainability Dashboard

The Sustainability Dashboard provides a comprehensive view of an organization’s paper usage metrics, digital transitions, and overall sustainability performance. With interactive graphs and visualizations, users can easily assess their progress towards eco-friendly goals, identify trends, and make informed decisions to drive operational efficiencies and reduce environmental impact.

Requirements

Interactive Graphs

User Story: As a sustainability manager, I want interactive graphs in the Sustainability Dashboard so that I can visualize our paper usage trends and digital transition progress, enabling me to make data-driven decisions to enhance our eco-friendly initiatives.
Description: The Interactive Graphs requirement ensures that the Sustainability Dashboard incorporates dynamic, user-friendly visual representations of key paper usage metrics, digital transitions, and sustainability performance indicators. Users will be able to manipulate the graphs by selecting different time frames or data categories to gain deeper insights into their organization's environmental impact. This functionality will not only enhance user engagement but will also facilitate easier interpretation of data, empowering organizations to make strategic decisions oriented towards sustainability goals and operational efficiencies. Furthermore, the integration of these graphs will provide essential real-time feedback, allowing users to track their progress effectively and motivate teams towards better sustainability practices.
Acceptance Criteria: User Interaction with Time Frame Selection

Given the Sustainability Dashboard is displayed, when a user selects a time frame (e.g., last month, last quarter), then the interactive graphs update dynamically to reflect the selected time period's paper usage and sustainability metrics without needing a page refresh.

Data Category Filtering for Insights

Given the Sustainability Dashboard is displayed, when a user selects a specific data category (e.g., digital transition, paper reduction), then the interactive graphs should update instantly to show relevant metrics and visualizations for that category only, ensuring clarity of the data presented.

Graph Responsiveness Across Devices

Given the user is accessing the Sustainability Dashboard on different devices (desktop, tablet, mobile), when they interact with the interactive graphs, then the graphs should resize and reformat correctly for optimal viewing and interaction on any device.

Real-Time Data Feedback

Given the Sustainability Dashboard is operational, when new data is entered into the system, then the interactive graphs should reflect the updated data in real time, enabling users to see immediate effects of their sustainability efforts.

User Engagement and Navigation

Given that a user is interacting with the graphs, when they hover over data points, then a tooltip should display additional information such as exact figures, comparisons, and historical data to enhance user understanding and engagement.

Export Functionality for Reports

Given that the user has reviewed the interactive graphs, when they select the export option, then the dashboard should generate a report including graphs and metrics in PDF format for sharing and record-keeping purposes.

Accessibility Compliance for User Interface

Given the Sustainability Dashboard is accessible to all users, when a user with disabilities interacts with the graphs, then the interface should adhere to WCAG 2.1 AA standards, ensuring all visualizations are navigable and readable via assistive technologies.

Customizable Metrics

User Story: As an operations director, I want to customize the metrics displayed on the Sustainability Dashboard so that I can align the information with our specific sustainability targets and initiatives, making it more relevant and useful for our team.
Description: The Customizable Metrics requirement allows users to select and define the specific metrics they want to monitor on the Sustainability Dashboard. This feature is crucial for organizations with diverse sustainability goals, as it provides them with the flexibility to tailor the dashboard to their unique needs. Users will be able to add, remove, and prioritize different sustainability indicators such as paper usage reduction percentages or digital document storage efficiencies. This customization capability will not only improve the personalization of the user experience but will also ensure that the dashboard remains relevant and effective in providing actionable insights that align with the organization's specific sustainability objectives.
Acceptance Criteria: User customization of metrics on the Sustainability Dashboard for tracking paper usage reduction.

Given the user is on the Sustainability Dashboard, when they select 'Add Metric', then they should be able to choose from a list of available sustainability indicators such as paper usage reduction or digital storage efficiency, and those metrics should be added to their dashboard.

User removal of existing metrics from their customized Sustainability Dashboard.

Given the user has existing metrics displayed on their Sustainability Dashboard, when they click 'Remove' on a specific metric, then that metric should be removed from the dashboard and should no longer be factored in the overall metrics calculation.

User prioritization of metrics on the Sustainability Dashboard to focus on key performance indicators.

Given the user wants to prioritize their sustainability metrics, when they drag and drop a metric to a new position on the dashboard, then that metric's priority should be updated and reflected in the dashboard showing the new arrangement.

User saving customized metrics for future visits to the Sustainability Dashboard.

Given the user has customized their metrics on the Sustainability Dashboard, when they click 'Save Configuration', then their customized selection of metrics should be saved and loaded automatically upon their next visit to the dashboard.

User assessment of sustainability performance through visualizations on the Sustainability Dashboard.

Given the user is viewing their customized Sustainability Dashboard, when metrics are populated, then visual representations (graphs or charts) of their selected metrics should be displayed accurately, reflecting the current data and trends.

User receives a prompt for incomplete metric selections on the Sustainability Dashboard.

Given the user is attempting to save their metric selections, when they have not completed all required selections, then they should receive a prompt informing them of incomplete metric choices and be prevented from saving until all requirements are met.

User feedback on the relevance and effectiveness of the customizable metrics feature.

Given the user has used the customizable metrics feature, when they provide feedback through the specified feedback mechanism, then their feedback should be correctly recorded and reflected in the system for future review and improvement.

Automated Reports

User Story: As a compliance officer, I want to receive automated sustainability reports so that I can easily share our progress on paper reduction and digitalization with stakeholders without having to create reports manually.
Description: The Automated Reports requirement implements a feature that generates regular sustainability reports based on the data captured in the Sustainability Dashboard. Users can set preferences for report frequency (e.g., weekly, monthly, quarterly) and specific metrics to be included, allowing for streamlined performance tracking. This automation not only saves time for users but also ensures consistent and objective monitoring of sustainability efforts in line with organizational goals. Reports will be easily shareable with stakeholders, supporting transparency and accountability, while fostering a culture of sustainability across the organization.
Acceptance Criteria: User sets up automated reports in the Sustainability Dashboard for the first time, selecting the 'Monthly' frequency, including metrics for paper usage, digital transition efficiency, and carbon footprint reduction to align with their sustainability goals.

Given the user is on the report setup page, When the user selects 'Monthly' frequency and checks the boxes for paper usage, digital transition efficiency, and carbon footprint, Then the system should save these settings and be ready to generate reports based on this schedule and selected metrics.

A user receives their first automated sustainability report via email after setting preferences, expecting a clear summary of their selected metrics for the past month.

Given the settings have been saved, When the specified date for report generation arrives, Then the system should automatically generate the report and send it to the user’s email in a well-formatted PDF, including all selected metrics for the past month.

An organization wants to share the sustainability report with stakeholders, requiring the automated report to be shareable and easily accessible within the platform.

Given the user has generated a report, When the user selects the 'Share' option, Then the system should allow the user to share the report via a link or email directly through the platform, enabling stakeholders to access it without needing additional permissions.

The user wishes to edit the report frequency and metrics after the initial setup to ensure it reflects the latest sustainability goals.

Given the user accesses the report settings page, When the user updates the frequency to 'Weekly' and adds 'energy consumption' as a new metric, Then the system should save these changes and reflect them in future report generations.

The organization aims to monitor the effectiveness of their sustainability efforts, needing their reports to include comparison graphs of sustainability goals versus actual performance over time.

Given the report has been generated for multiple months, When the user accesses the generated report, Then the report should include interactive graphs comparing the selected metrics against the set goals to highlight progress and areas needing improvement.

A user receives a reminder notification one day before the scheduled report generation, ensuring they are aware and can make adjustments if needed.

Given the report generation is scheduled for the next day, When the user checks their notifications, Then the system should display a reminder notification about the upcoming report generation, allowing them to review settings beforehand.

Trend Analysis Tools

User Story: As a data analyst, I want to use trend analysis tools on the Sustainability Dashboard so that I can identify patterns in our sustainability metrics and make informed predictions for future resource requirements.
Description: The Trend Analysis Tools requirement seeks to provide advanced analytics features within the Sustainability Dashboard that allow users to identify and analyze long-term trends in paper usage and digital transition metrics. Users will have access to algorithms that detect patterns over time, providing insight into how changes in processes impact sustainability goals. This not only aids in strategic planning but also empowers users to forecast future needs and make proactive adjustments to their sustainability initiatives. Such insights are critical in fostering a forward-thinking organizational approach to environmental responsibility.
Acceptance Criteria: User accesses the Sustainability Dashboard to view paper usage trends over the past year.

Given the user is logged into the Sustainability Dashboard, when they navigate to the Trend Analysis Tools section, then they should be able to see a graph that displays paper usage metrics over the past 12 months with clear indicators for monthly usage rates.

User wants to compare current sustainability metrics with past metrics to assess improvement.

Given the user is on the Trend Analysis Tools page, when they select the comparison option, then they should be able to view side-by-side metrics for paper usage and digital transitions from the last year and the previous year for effective comparison.

User seeks to identify patterns in paper usage over multiple quarters to inform strategic planning.

Given the user is using the Trend Analysis Tools, when they apply filters for specific quarters, then the dashboard should dynamically update to display correlations and patterns in paper usage and digital transitions for those selected quarters.

User looks for recommendations based on trend analysis to reduce paper usage further.

Given the user has engaged with the Trend Analysis Tools and completed an analysis, when they click on the recommendations button, then the system should provide actionable suggestions based on identified trends and usage patterns.

User requires insights on how changes in processes impacted their sustainability metrics over time.

Given the user accesses the Trend Analysis Tools, when they select a specific change in processes from the dropdown, then the tool should display a visual representation of paper usage metrics before and after that change, including possible correlations with the digital transition metrics.

User desires to export trend analysis data for presentation in an internal meeting.

Given the user is viewing the Trend Analysis Tools results, when they click on the export button, then the system should generate and download a .csv file containing the selected data on paper usage trends and digital transitions for the specified time period.

User intends to see real-time data updates in the Trend Analysis Tools section.

Given the user is actively in the Trend Analysis Tools, when they refresh the Dashboard, then the system should immediately reflect the most recent data metrics for paper usage and digitization efforts without requiring a page reload.

Integration with Cloud Storage

User Story: As a systems administrator, I want to integrate the Sustainability Dashboard with our cloud storage solutions so that I can ensure our sustainability metrics are always accurate and up-to-date, improving our ability to track our progress in real-time.
Description: The Integration with Cloud Storage requirement facilitates seamless linking of the Sustainability Dashboard to popular cloud storage platforms. By allowing users to directly visualize and analyze data from these sources, organizations can have a complete view of their digital transition status. Additionally, this integration will ensure that the metrics in the dashboard reflect real-time data, enhancing accuracy and facilitating timely decision-making. Such interoperability is essential for organizations looking to consolidate their digital resources and eliminate redundancies, thus supporting more sustainable practices overall.
Acceptance Criteria: Users can connect the Sustainability Dashboard to cloud storage platforms such as Google Drive and Dropbox.

Given a user is logged into the EcoPaperly application, when they select a cloud storage option from the integration settings, then they should be able to authenticate and establish a successful connection to that cloud storage account.

The Sustainability Dashboard displays real-time data from connected cloud storage platforms.

Given that a user is connected to a cloud storage platform, when they access the Sustainability Dashboard, then the metrics displayed should be updated at least every hour to reflect the most current data available from that storage.

Users can visualize data from multiple sources within the Sustainability Dashboard.

Given a user has connected to multiple cloud storage platforms, when they select the data sources to visualize, then the dashboard should accurately display combined metrics from all selected sources in a single unified view.

Users can disconnect a cloud storage platform from the Sustainability Dashboard.

Given a user has previously connected a cloud storage platform, when they select the disconnect option in the integration settings, then that platform should be removed from their connected accounts without impacting data stored in that platform.

The Sustainability Dashboard provides an error message for failed connections to cloud storage.

Given a user attempts to connect to a cloud storage platform and the authentication fails, when the error occurs, then an informative error message should be displayed explaining the issue and suggesting actions to rectify it.

Users can filter sustainability metrics by cloud storage source.

Given a user views the Sustainability Dashboard, when they apply a filter to view metrics from a specific cloud storage source, then only the data related to that source should be displayed in the dashboard's visualizations.

The Sustainability Dashboard provides a tutorial for first-time users accessing cloud storage integration.

Given a user logs into the Sustainability Dashboard for the first time, when they navigate to the cloud storage integration section, then a step-by-step tutorial should be presented to guide them through the connection process.

Goal Tracker

The Goal Tracker feature allows users to set specific sustainability targets and monitor their progress in real time. By breaking down broader objectives into manageable milestones, users can celebrate wins, adjust strategies, and stay motivated in their quest for a greener workplace, ultimately fostering a culture of accountability and commitment to sustainability.

Requirements

Goal Setting Interface

User Story: As a sustainability manager, I want to be able to set specific sustainability targets easily so that I can track my team's progress and ensure we are meeting our sustainability goals.
Description: The Goal Setting Interface requirement focuses on providing users with an intuitive and user-friendly platform to set their sustainability targets. This feature will allow users to input specific goals, deadlines, and desired outcomes, ensuring that the process is straightforward and accessible for users of all technical skill levels. The interface will integrate seamlessly with the existing EcoPaperly platform, ensuring a cohesive experience for users. By simplifying the goal-setting process, users will be more likely to define clear, actionable sustainability objectives, thereby enhancing the overall effectiveness of the Goal Tracker feature.
Acceptance Criteria: User creates a sustainability goal for reducing paper usage within the EcoPaperly platform.

Given the user is on the Goal Setting Interface, when the user inputs a specific paper reduction goal, sets a deadline, and adds desired outcomes, then the goal should be saved and displayed in the user's goal list.

User modifies an existing sustainability goal in the Goal Setting Interface.

Given the user has an existing sustainability goal, when the user selects the goal and updates the details (amount, deadline, outcomes), then the updated goal should be reflected accurately in the user's goal list.

User deletes a sustainability goal from the Goal Setting Interface.

Given the user has a sustainability goal in the Goal Setting Interface, when the user selects the option to delete the goal, then the goal should be permanently removed from the user's goal list and not displayed.

User views all their sustainability goals in the Goal Tracker feature.

Given the user is on the Goal Tracking section, when the user navigates to view their goals, then the interface should display a clear and organized list of all active sustainability goals with their details (targets, deadlines, and statuses).

User receives a confirmation message upon successful goal creation.

Given the user has successfully created a new sustainability goal, when the goal is saved, then a confirmation message should be displayed, assuring the user of successful goal addition.

User accesses the Goal Setting Interface on different devices.

Given the user has logged into EcoPaperly on different devices, when the user accesses the Goal Setting Interface, then the interface should appear consistently and function properly across all supported devices (desktop, tablet, mobile).

User attempts to set a goal without providing mandatory information.

Given the user is on the Goal Setting Interface, when the user tries to save a goal without filling in required fields (goal description, deadline), then an error message should be displayed, prompting the user to complete all mandatory fields.

Milestone Tracking

User Story: As a team leader, I want to break my sustainability goals into smaller milestones so that my team can celebrate our achievements and stay motivated throughout the process.
Description: The Milestone Tracking requirement entails the implementation of a system for users to break down their sustainability goals into smaller, manageable milestones. Each milestone will have a defined timeline and criteria for success, allowing users to monitor incremental progress towards their overall objectives. This feature will provide visual feedback and notifications to remind users of upcoming milestones and allow them to celebrate when they achieve these steps. By facilitating milestone tracking, users will maintain motivation and focus, fostering a culture of accountability.
Acceptance Criteria: Milestone Creation and Initialization

Given a user has set a sustainability goal in EcoPaperly, when they create a milestone with a defined timeline and criteria for success, then the milestone should be saved successfully and visible in the user’s goal tracker.

Milestone Progress Tracking

Given a user with established milestones, when the user marks progress towards a milestone, then the updated progress should be reflected in the milestone status and visual feedback should be displayed on the dashboard.

Milestone Notification System

Given a user has milestones with defined timelines, when the due date for a milestone approaches, then the user should receive timely notifications via the EcoPaperly platform and their chosen communication method.

Milestone Achievement Celebrations

Given the user meets the criteria for a milestone, when the milestone is marked as achieved, then the user should receive recognition through visual indicators and encouraging messages within the platform.

Milestone Editing and Adjustment

Given a user has existing milestones, when they choose to edit a milestone's details such as timeline or criteria, then the changes should be saved immediately and the user should see the updated information reflected in their goal tracker.

Milestone Deletion Functionality

Given a user wants to remove a milestone, when they confirm the deletion, then the milestone should be permanently removed from the user's goal tracker without affecting other milestones or goals.

Milestone Overview Reporting

Given a user wants to review their sustainability progress, when they access the milestone report feature, then they should see a comprehensive overview of all milestones, including achieved, in-progress, and upcoming milestones with respective timelines and criteria.

Progress Visualization Dashboard

User Story: As a user, I want to see a visual representation of my progress towards sustainability goals so that I can easily understand how much I've accomplished and what I still need to do.
Description: The Progress Visualization Dashboard requirement emphasizes creating a visual representation of users' progress towards their sustainability goals. This dashboard will utilize charts, graphs, and other visual tools to show real-time progress, completed milestones, and remaining tasks. Integration with the existing EcoPaperly analytics tools will ensure data accuracy and provide insights into trends over time. By delivering easy-to-understand visual feedback, users can quickly assess how well they are doing and identify areas for improvement, ultimately making the tracking process more engaging and effective.
Acceptance Criteria: User views the Progress Visualization Dashboard after logging into EcoPaperly to assess their current sustainability progress and identify any areas requiring attention.

Given the user is logged into EcoPaperly, when they access the Progress Visualization Dashboard, then they should see visual representations (charts and graphs) of their progress towards each sustainability goal with accurate data updates reflecting real-time metrics.

A user sets a new sustainability goal and milestones within the Goal Tracker feature and expects to see these reflected in the Progress Visualization Dashboard.

Given the user has set a new sustainability target with corresponding milestones, when they navigate to the Progress Visualization Dashboard, then the newly added goals and milestones should be visible and accurately displayed in the dashboard's visual metrics.

A user has reached a sustainability milestone and logs into EcoPaperly to view their achievements through the Progress Visualization Dashboard.

Given the user has completed a sustainability milestone, when they access the Progress Visualization Dashboard, then the completed milestone should be visually marked as achieved, and the overall progress should reflect this completion accordingly.

An administrator reviews the Progress Visualization Dashboard to ensure data accuracy and identifies any discrepancies or bugs within the dashboard metrics.

Given that accurate data reporting is critical for the dashboard, when the administrator examines the dashboard metrics, then the data should align with the underlying analytics tools and show no discrepancies or errors in the visual representations.

Users participate in a monthly review meeting and use the Progress Visualization Dashboard to discuss their team’s performance and adjust sustainability strategies accordingly.

Given the users are in a review meeting, when they utilize the Progress Visualization Dashboard to showcase their metrics, then the dashboard should facilitate discussions by providing clear, comprehensible data that prompts actionable insights and strategy adjustments.

A user wants to compare their progress to previous months to determine if their sustainability efforts are improving over time.

Given that historical data tracking is implemented, when the user accesses the Progress Visualization Dashboard, then they should be able to select a timeframe (e.g., last month vs. current month) and view comparative charts reflecting their progress over the selected period.

Real-time Notifications and Reminders

User Story: As a sustainability officer, I want to receive real-time updates and reminders about my sustainability goals so that I can manage my tasks more effectively and meet deadlines.
Description: The Real-time Notifications and Reminders requirement establishes a system for timely alerts to users about their progress and upcoming deadlines. This feature will ensure users receive notifications for upcoming milestones, deadlines, or significant changes to their goals, enabling them to stay on track. Integrated with EcoPaperly's communication tools, notifications can be personalized and scheduled based on user preferences, allowing for tailored engagement. This will motivate users and help them manage their time effectively, ensuring important tasks are not overlooked.
Acceptance Criteria: User receives a notification for a milestone reminder two days in advance of the deadline.

Given the user has set a milestone with a specific deadline, when the deadline is two days away, then the user receives a notification through their preferred communication method.

User can customize notification preferences to select the medium (email, SMS, in-app) for receiving reminders.

Given the user is in the notification settings, when they select their preferred communication methods, then those methods are saved and used for future notifications.

User receives a notification when a significant change to their goal occurs, such as an adjustment in the deadline or a modification in the target.

Given the user has a goal with specific targets, when a significant change occurs, then the user receives a notification immediately informing them of the change.

User accesses a history log of past notifications to review missed alerts.

Given the user navigates to the notification history section, when they view the log, then they can see timestamps and details of all past notifications.

User can snooze notifications for a specified period if they are currently busy.

Given a notification is received, when the user selects the snooze option, then they can choose a duration, and the notification will reappear after that duration has passed.

User receives a summary notification at the end of the week showing completed and upcoming goals.

Given the user is registered on the system, when the end of the week arrives, then they receive a summary notification outlining their completed tasks and upcoming milestones.

User can opt to receive reminders at specified intervals leading up to a deadline.

Given the user is setting a deadline, when they choose to receive reminders, then they can specify intervals (e.g., one day, three days before) for notifications to be sent.

Goal Adjustment Feature

User Story: As a project manager, I want the ability to adjust my sustainability goals based on new information or unforeseen challenges so that I can remain agile and responsive to our needs.
Description: The Goal Adjustment Feature requirement introduces the ability for users to modify their sustainability goals or milestones as necessary, taking into account evolving circumstances or new insights. Users will be able to log changes and the rationale behind them, ensuring transparency and accountability. This flexibility is essential in adapting to challenges while maintaining progress toward sustainability targets. By providing this feature, EcoPaperly supports an adaptive approach, allowing users to stay committed despite changes in strategies or priorities.
Acceptance Criteria: User modifies an existing sustainability goal in the Goal Tracker to reflect a new organizational priority.

Given a user is logged into EcoPaperly and has an active sustainability goal, when they navigate to the Goal Adjustment section and update their goal's target or milestone, then the system should save the changes and reflect the updated goal in the user's dashboard.

A user logs the reasons for adjusting a sustainability goal to maintain transparency within their organization.

Given a user modifies a sustainability goal, when they enter rationale for the change in the provided text field, then the system should save this information and display it alongside the updated goal.

A user wishes to revert to a previous version of their sustainability goal after realizing the adjustments were not beneficial.

Given a user has modified a sustainability goal, when they select the option to revert to a previous milestone from the change history, then the system should effectively restore the goal to its previous state without errors.

Multiple users collaborate on a shared sustainability goal and need to see changes made by others.

Given users are collaborating on a shared sustainability goal, when one user adjusts the goal, then all collaborating users should receive an immediate notification of the change along with the rationale.

Users need to view the historical changes made to their sustainability goals for accountability.

Given a user navigates to the history log of a sustainability goal, when they access the log, then the system should display all previous adjustments, including the details of the changes and the reasons provided by users.

The system must ensure that changes to sustainability goals are consistent with user permissions and company policies.

Given a user attempts to modify a sustainability goal, when they submit the change, then the system should verify the user's permissions and company policies before allowing the modification, displaying an error message if they are not authorized.

Performance Reporting

User Story: As a stakeholder, I want to receive detailed reports on sustainability goal progress so that I can understand our organization's performance and areas where we can improve.
Description: The Performance Reporting requirement involves creating detailed reports on user progress towards their sustainability goals. These reports will include metrics such as percentage of goals met, time spent on each milestone, and comparisons to industry benchmarks. Users can generate these reports periodically or on-demand and share them with stakeholders for greater transparency. This feature is instrumental for organizations looking to assess performance, celebrate successes, and identify areas for further improvement, aligning with the overall mission of promoting sustainability.
Acceptance Criteria: User generates a performance report to assess progress on sustainability goals after a quarter.

Given a user is logged in, when they navigate to the Performance Reporting section and select 'Generate Report', then the system should produce a report detailing the percentage of goals met, time spent on each milestone, and industry benchmark comparisons for the selected time frame.

A user shares a generated performance report with stakeholders via email.

Given a user has generated a performance report, when they select the 'Share' option and enter recipient email addresses, then the system should successfully send the report as an attachment to all specified recipients.

User reviews the historical performance reports to identify trends in goal achievement over the past year.

Given a user is in the Performance Reporting section, when they select 'View Historical Reports' for the last year, then the system should display a summary of all past reports including metrics on goals met and milestones achieved.

User customizes the performance report to focus on specific sustainability goals.

Given a user is generating a new performance report, when they select specific sustainability goals from a provided list, then the system should generate a report that only includes data relevant to the selected goals.

User sets reminders to automatically generate and send performance reports at regular intervals.

Given a user configures their reporting preferences, when they select a frequency for automated report generation, then the system should schedule the report to be generated and sent to specified stakeholders at the chosen intervals.

A user compares their organization's performance against industry benchmarks in the generated report.

Given a user generates a performance report, when the report is produced, then it should clearly display a comparison of their organization's metrics to relevant industry benchmarks in a visual format (e.g., graph or chart).

Custom Report Builder

The Custom Report Builder empowers users to create tailored reports on paper usage, cost savings, and compliance metrics. By selecting relevant data points and visual representations, users can generate actionable insights that support strategic planning and operational improvements, ensuring that sustainability initiatives are aligned with organizational goals.

Requirements

Data Point Selection

User Story: As a sustainability manager, I want to select specific data points related to paper usage and costs, so that I can generate focused reports that align with our green initiatives and strategic planning.
Description: The Data Point Selection requirement allows users to choose specific metrics and data points related to paper usage, costs, and compliance from various sources. This functionality will enable users to customize their reports based on particular interests, ensuring that the reports generated are highly relevant and tailored to the user’s strategic objectives. By integrating this feature into EcoPaperly, users will gain more control over the insights extracted from their data, leading to better-informed decisions related to sustainability and organizational performance.
Acceptance Criteria: User accessing Custom Report Builder to select specific data points for a report on paper usage over the past quarter to evaluate sustainability efforts.

Given the user is logged in to EcoPaperly, when they navigate to the Custom Report Builder and select metrics related to paper usage from the available options, then the selected data points should be included in the report preview.

A user generating a report in the Custom Report Builder that includes cost savings from reduced paper usage over a defined period.

Given the user has selected cost-saving metrics in the Custom Report Builder, when the report is generated, then the report must accurately reflect the total cost savings based on the chosen data points.

User attempting to filter metrics by compliance regulations, ensuring that only relevant compliance data appears in their generated report.

Given the user applies a filter for compliance in the Custom Report Builder, when the report is generated, then only compliance-related metrics should be displayed in the report output.

A user wants to export a custom report they created regarding both paper usage and cost savings into multiple formats.

Given the user has finalized their report in the Custom Report Builder, when they click the export button, then the report should be successfully exported into PDF, Excel, and CSV formats without data loss.

A user selecting visual representations of data points to generate a visually appealing report in the Custom Report Builder.

Given the user accesses the reporting features, when they select visual representations for their reported data, then the visuals should accurately represent the data selected and be correctly formatted for user review.

Report Visualization Options

User Story: As a team leader, I want to visualize paper usage metrics in different formats, so that I can present the information in a way that is easily digestible for stakeholders and supports our sustainability initiatives.
Description: The Report Visualization Options requirement provides users with the ability to choose how their data will be visually represented in reports, including various charts, graphs, and tables. This allows users to convey insights in a clearer manner and tailor their presentations based on stakeholder needs. Integrating multiple visualization options improves the user experience and ensures that the reports are not only informative but also engaging and easy to understand, enhancing the overall value of the report builder feature.
Acceptance Criteria: User selects a specific metric for paper reduction from a predefined list in the Custom Report Builder.

Given the user has accessed the Custom Report Builder, When they select the 'Paper Reduction' metric from the available options, Then the report should display the corresponding visualization in real-time without errors.

User generates a report comparing paper usage across different departments.

Given the user has chosen at least two departments for paper usage comparison, When they click the 'Generate Report' button, Then the report should include an accurate visual comparison (e.g., a bar chart) of paper usage by department for the selected time period.

User customizes the visual representation style of a report from available options.

Given the user is in the report visualization settings panel, When they choose a visualization type from the dropdown menu and apply it, Then the report should update dynamically to reflect the selected visualization style.

User shares a generated report with stakeholders via email.

Given the user has completed their report and is on the sharing screen, When they enter valid email addresses and click the 'Send' button, Then the system should successfully send the report link to the specified email addresses without bounces or errors.

User retrieves previous reports using the saved reports feature.

Given the user has previously saved a report, When they access the 'Saved Reports' section, Then the system should display the saved reports with accurate metadata (creation date, metrics used, etc.) and allow the user to select and view any saved report.

User applies a filter to view only reports related to compliance metrics.

Given the user wants to analyze compliance-related reports, When they apply the 'Compliance' filter in the report builder, Then the report should refresh to display only the reports that meet the compliance criteria without lag or data loss.

User edits an existing report to update the visualizations based on new data.

Given the user has opened an existing report in the Custom Report Builder, When they modify the data points selected for visualization and save the changes, Then the report should reflect the updates accurately and maintain the visual integrity of the report.

Automated Report Generation

User Story: As an operations manager, I want to automate the generation of sustainability reports, so that I can receive updated insights regularly without needing to manually create each report.
Description: The Automated Report Generation requirement enables users to schedule and automatically generate reports based on selected criteria at predefined intervals. This feature streamlines the reporting process, saving time and resources while ensuring that users receive the most current insights without manual intervention. By implementing automation, EcoPaperly can enhance efficiency and user satisfaction, allowing organizations to keep ongoing tabs on their sustainability metrics effortlessly.
Acceptance Criteria: Automated Report Generation Scheduling for Monthly Sustainability Review.

Given a user is logged into EcoPaperly, when they navigate to the Automated Report Generation feature and select the 'Monthly Sustainability Review' option, then the system should allow the user to set the report to generate automatically on the first Monday of every month and save these settings successfully.

Automated Report Generation Data Accuracy Verification.

Given an automated report has been generated based on selected criteria, when the user reviews the report, then the data presented in the report should match the real-time data in the EcoPaperly database with an accuracy of 98% or higher.

Automated Report Email Notification for Users.

Given a report has been generated automatically, when the report is successfully created, then the system should send an email notification to all specified users indicating that the report is ready for review within 5 minutes of generation.

Automated Report Generation with User-defined Filters.

Given a user has selected specific criteria for generating an automated report, when they set the report to generate, then the report should include only the data corresponding to the user-defined filters and exclude all irrelevant data.

User Interface for Setting Up Automated Reports.

Given a user is on the Automated Report Generation setup page, when they interact with the UI elements to configure a new report (like dropdowns, date pickers, etc.), then the interface should be intuitive, with all necessary labels and tooltips visible and clear for user guidance.

Error Handling in Automated Report Generation.

Given a user attempts to schedule a report, when they input incorrect data (e.g., invalid date format), then the system should display a clear error message indicating the nature of the problem and guide the user towards a correct input.

Performance Metrics for Automated Report Generation.

Given multiple automated reports are scheduled, when the system generates these reports, then it should complete the generation process for each report within an average time of 2 minutes, ensuring consistent performance even under high load.

Export Functionality

User Story: As a project coordinator, I want to export our sustainability reports in a format suitable for external sharing, so that I can disseminate findings to stakeholders who require them for compliance and planning purposes.
Description: The Export Functionality requirement allows users to download their generated reports in various formats such as PDF, Excel, or CSV. This feature enables users to easily share reports with stakeholders or teams who do not have access to EcoPaperly, ensuring that insights are accessible and actionable. By facilitating report sharing through exports, organizations can enhance collaboration and support transparency in their sustainability efforts.
Acceptance Criteria: User initiates the export functionality after generating a report and selects the PDF format for download.

Given a user has generated a report, when they select the 'Export' option and choose 'PDF' format, then the report should download successfully without errors, and be viewable in a standard PDF reader.

User wants to share the report in Excel format to collaborate with team members who need to analyze the data.

Given a user has generated a report, when they select the 'Export' option and choose 'Excel' format, then the report should download successfully and open correctly in Microsoft Excel or compatible spreadsheet software.

User requires the ability to download the report in CSV format for integration with other data analysis tools.

Given a user has generated a report, when they select the 'Export' option and choose 'CSV' format, then the report should download successfully, and the CSV file should contain all relevant data points structured correctly for analysis.

User attempts to export a report but experiences an internet connectivity issue.

Given a user has generated a report and attempts to export it while experiencing internet issues, then the system should prompt an error message indicating a connectivity problem and suggest retrying the export when the connection is restored.

User checks the compatibility of exported formats with external stakeholders who only use specific file types.

Given an external stakeholder requires reports in PDF and CSV formats, when the user exports the report in those formats, then the stakeholder should confirm that they are able to open and review the files without issues.

User Access Control

User Story: As a system administrator, I want to control user permissions for the report builder, so that I can ensure that only authorized personnel can access sensitive sustainability data.
Description: The User Access Control requirement provides administrative capabilities to manage who can access the report building and viewing features within EcoPaperly. This functionality ensures that sensitive data is protected and only authorized users can generate or view specific reports. Implementing access control aligns with EcoPaperly's commitment to data security and enhances user confidence in the platform's safeguarding measures.
Acceptance Criteria: User Attempts to Access Custom Report Builder without Authorization

Given that a user is logged in but does not have the appropriate role, when they try to access the Custom Report Builder, then they should see an 'Access Denied' message and be redirected to the dashboard.

Admin Grants Report Builder Access to a User

Given an administrator is logged into EcoPaperly, when they navigate to user management and assign report building permissions to a user, then that user should be able to access the Custom Report Builder upon their next login.

User Generates a Report with Appropriate Permissions

Given a user has the required permissions for the report builder, when they create and submit a report, then the system should successfully generate the report and update the database without errors.

Unauthorized User Attempts to View a Generated Report

Given a report has been generated and saved, when an unauthorized user attempts to access that report's viewing link, then they should receive a '403 Forbidden' response.

Admin Revokes Report Builder Access from a User

Given an administrator is logged into EcoPaperly, when they remove report building permissions from a user, then that user should no longer be able to access the Custom Report Builder on their next login.

System Logs All Access Control Changes

Given an admin has made changes to user roles or permissions, when those changes are saved, then the system should log the change with a timestamp and the admin's user ID for audit purposes.

User Attempts to Access Report Builder from Multiple Locations

Given a user has valid access permissions, when they log into EcoPaperly from different locations or devices, then they should consistently retain access to the report builder feature without any issues.

Mobile Compatibility

User Story: As a field operations manager, I want to access and build reports from my mobile device, so that I can stay informed about our sustainability metrics while I am away from the office.
Description: The Mobile Compatibility requirement ensures that the Custom Report Builder is fully functional across mobile devices. This feature will enable users to create and view reports on-the-go, increasing flexibility and ensuring that important insights can be accessed anytime and anywhere. By prioritizing mobile compatibility, EcoPaperly demonstrates its commitment to meeting the diverse needs of its users, especially those who may not always work from a traditional desktop environment.
Acceptance Criteria: Mobile user accesses the Custom Report Builder while on a business trip to create a report on paper usage and cost savings.

Given a mobile user, When they open the Custom Report Builder on their device, Then they should be able to view all functionalities available on the desktop version without any limitations.

A user generates a custom report using a mobile device and expects it to be visually appealing and fully functional.

Given a mobile user, When they select data points and generate a report, Then the report should display correctly, maintaining the layout and formatting as intended across various screen sizes.

A user wants to download a report created on a mobile device.

Given a mobile user, When they generate a report, Then they should have the option to download the report in PDF or Excel format without errors or disruptions.

A user is accessing the Custom Report Builder using a smartphone in low connectivity areas.

Given a user with a poor internet connection, When they attempt to create or view a report, Then the app should provide loading indicators and allow for partial functionality without crashing.

A user utilizes the Custom Report Builder for real-time collaboration with a colleague via mobile.

Given two mobile users, When one user shares a report link, Then the other user should be able to access and edit the report in real-time seamlessly.

A user is switching from a mobile device to a desktop while working on the Custom Report Builder.

Given a user who logged into the Custom Report Builder on their mobile device, When they switch to their desktop, Then all changes made on the mobile should be saved and accessible without any discrepancies.

Peer Benchmarking

Peer Benchmarking enables organizations to compare their sustainability metrics with industry standards or similar organizations. This feature provides valuable context and insights, helping users understand where they stand in their sustainability journey, identify areas for improvement, and learn best practices from peers for enhanced performance.

Requirements

Sustainability Metrics Comparison

User Story: As an eco-conscious organization, I want to compare my sustainability metrics with similar organizations so that I can identify areas for improvement and enhance my overall sustainability performance.
Description: This requirement entails the creation of a robust system that enables organizations to input, store, and analyze their sustainability metrics against industry benchmarks and similar organizations. The functionality will include customizable dashboards for users to visualize their performance metrics, trends over time, and key performance indicators (KPIs). This feature will not only allow users to identify their current standing in comparison to peers but also pinpoint specific areas for improvement. Integration with EcoPaperly's existing document storage system will ensure that users can seamlessly access and utilize their stored data to conduct these comparisons, promoting informed, data-driven decision-making to enhance their sustainability practices and outcomes.
Acceptance Criteria: User inputs their sustainability metrics into EcoPaperly and requests a comparison against industry benchmarks and similar organizations to assess their performance.

Given the user has input their sustainability metrics, when they select the option to compare against benchmarks, then the system must return a comparative analysis report highlighting the metrics, visual representations of the data, and areas of improvement.

A user accesses the customizable dashboard to visualize their sustainability performance over time and identify key performance indicators (KPIs).

Given the user is logged into their account, when they navigate to the customizable dashboard, then they must see visual representations of their sustainability metrics trends over time with the ability to filter by date range and metric type.

An organization reviews the comparative analysis report generated by the Peer Benchmarking feature and identifies specific areas for improvement.

Given the comparative analysis report is generated, when the user reviews the report, then they must see clearly marked areas for improvement and suggestions for best practices based on peer performance metrics.

A user integrates EcoPaperly's document storage system with the sustainability metrics comparison feature.

Given the user has existing documents in EcoPaperly, when they link their document storage to the sustainability metrics comparison feature, then the system must successfully access and incorporate relevant stored data into the comparison analysis without data loss or errors.

A user generates a summary report from their sustainability metrics comparison to share with stakeholders.

Given the user has completed their sustainability metrics comparison, when they select the option to generate a summary report, then the system must create a PDF report that summarizes their performance, insights, and identified areas for improvement that can be easily shared.

An administrator reviews user engagement with the Peer Benchmarking feature to assess its effectiveness.

Given the administrator has access to user engagement analytics, when they review the engagement data, then they must see metrics such as number of comparisons initiated, average time spent on the dashboard, and user feedback ratings on usability.

Best Practices Repository

User Story: As an organization interested in improving my sustainability metrics, I want access to a repository of best practices shared by my peers so that I can implement effective strategies and enhance my sustainability efforts.
Description: This requirement focuses on creating a repository of best practices in sustainability as shared by peer organizations. The functionality will include a searchable database where users can find case studies, tips, and successful strategies implemented by others in their industry. By leveraging this knowledge base, users can adapt and implement relevant practices in their own organizations to enhance their sustainability initiatives. Additionally, the repository will integrate with the Peer Benchmarking feature, allowing users to directly access best practices that align with their benchmarked performance metrics. This will foster a culture of continuous improvement and collaboration among users, facilitating greater overall sustainability advancements.
Acceptance Criteria: Users access the Best Practices Repository through the Peer Benchmarking feature to find relevant information on sustainability practices.

Given that the user is accessing the Best Practices Repository from the Peer Benchmarking feature, when they input a specific sustainability metric, then they should receive a list of case studies and tips that correspond to that metric.

Users search for best practices within the repository based on industry or specific sustainability goals.

Given that the user is in the Best Practices Repository, when they enter search terms related to their industry or sustainability goals, then the system should return relevant best practices and case studies within 3 seconds.

Users view the details of a selected best practice from the repository.

Given that the user selects a particular best practice from the search results, when they click to view the details, then the system should display comprehensive information about the practice, including implementation strategies, outcomes, and associated metrics.

The repository provides suggestions for best practices based on user’s benchmarking results.

Given that the user has completed a benchmarking analysis, when they access the Best Practices Repository, then the system should highlight best practices that correlate with their benchmarking performance, along with recommendations for adoption.

The repository allows users to submit their own best practices for inclusion.

Given that the user has successfully implemented a sustainability practice, when they access the submission form within the Best Practices Repository, then they should be able to submit their practice for review and receive confirmation of submission.

Users receive notifications about new best practices added to the repository.

Given that new best practices are added to the repository, when a user subscribes to notifications, then they should receive an email alert or in-app notification detailing the new entries within 24 hours of their publication.

Real-time Data Analytics

User Story: As an organization tracking my sustainability efforts, I want access to real-time analytics on my performance metrics so that I can make informed, timely decisions to improve my sustainability initiatives.
Description: This requirement involves implementing a real-time data analytics engine that interfaces with EcoPaperly's existing sustainability metrics tracking system. It will allow users to receive instant analytics on their sustainability performance, providing actionable insights and recommendations based on the analyzed data. This feature will empower users to make timely decisions to enhance their sustainability initiatives. Integration with visual data representation tools will assist users in better understanding the trends and areas needing attention, ultimately driving progress in their sustainability journey. The real-time aspect will ensure that users stay informed and agile in their approaches to sustainability management.
Acceptance Criteria: User receives real-time notifications on their sustainability performance metrics whenever there’s a significant change, such as a 20% increase in paper usage or a reduction in recycled materials.

Given the user has metrics set up, When a significant change occurs, Then the user should receive a notification with updated performance insights within 5 minutes of the change.

Users can view a visual dashboard displaying real-time analytics of their sustainability metrics, including graphs and charts that highlight trends and comparisons to benchmarks.

Given the data has been processed by the analytics engine, When the user accesses the dashboard, Then the dashboard should load within 3 seconds and display at least 3 Relevant graphs representing key sustainability metrics.

Users can filter their sustainability performance data by different time periods (daily, monthly, quarterly) to analyze trends over time.

Given the user selects a time period on the dashboard, When the filter is applied, Then the displayed metrics should reflect the selected time period without any data discrepancies.

Users receive actionable insights based on their sustainability performance data, identifying at least three areas for potential improvement with clear recommendations.

Given the user accesses the insights section, When the system analyzes the performance data, Then the user should see at least three actionable recommendations and the expected impact of each recommendation.

Users can compare their sustainability metrics against industry standards to identify their standing in the market.

Given the user selects the benchmarking option, When the comparison is processed, Then the user should view their metrics alongside industry standards, with at least 5 metrics displayed for comparison.

The real-time analytics engine processes incoming data with no more than 2% latency upon data entry from connected sources.

Given new data is entered into EcoPaperly, When the analytics engine processes this data, Then the data should be ready for visualization and insights within a latency of 2% of the total processing time anticipated.

The system provides an easy-to-understand summary report of sustainability performance trends over the selected period, including notable achievements and areas requiring attention.

Given the user requests a summary report, When the report is generated, Then the user should receive a concise report that highlights at least three achievements and two areas that need improvement, with corresponding data points.

Peer Feedback Mechanism

User Story: As a member of the EcoPaperly community, I want to receive feedback on my sustainability initiatives from peers so that I can improve and learn from the experiences of others.
Description: This requirement is aimed at establishing a peer feedback mechanism that allows users to provide and receive feedback on sustainability practices implemented within their organizations. The functionality will include features for submitting case studies or initiatives and soliciting constructive feedback from peers within the EcoPaperly community. This will encourage knowledge sharing and continuous improvement, facilitating a collaborative environment for sustainability advancements. Integration with the Best Practices Repository will enable users to link feedback received to specific best practices or initiatives, enhancing the overall learning experience and enabling organizations to evolve their strategies based on peer input.
Acceptance Criteria: Users can submit sustainability initiatives for feedback from peers within their organization.

Given a user is logged into EcoPaperly, when they navigate to the Peer Feedback section, then they can submit a case study or initiative along with a description and relevant documents to be reviewed by peers.

Users can receive feedback from their peers on submitted initiatives.

Given a user has submitted a case study, when a peer reviews it and provides feedback, then the original user should receive a notification and see the feedback on their submitted case study.

Users can link feedback to best practices in the repository.

Given a user receives feedback on a submitted initiative, when they click on a link to the Best Practices Repository, then they should be able to associate relevant best practices suggested by peers with their initiative.

Users can view a history of feedback received on their submissions.

Given a user has received feedback on multiple initiatives, when they access their Peer Feedback history, then they should see a comprehensive list of all feedback received, organized by date and initiative title.

Users can search for best practices within the repository linked to their feedback.

Given a user is viewing feedback received, when they search for specific terms related to the feedback in the Best Practices Repository, then they should see a filtered list of relevant best practices corresponding to the search terms.

Users can provide feedback on peer submissions anonymously if they choose.

Given a user is reviewing a peer's case study, when they opt to provide feedback anonymously, then their identity should not be linked to the feedback provided, ensuring confidentiality for the reviewer.

Sustainability Tracker Integration

User Story: As an organization using multiple sustainability tools, I want to integrate these tools with EcoPaperly so that I can streamline my data tracking and analysis without duplicating efforts.
Description: This requirement focuses on integrating existing external sustainability tracking tools that organizations may already be using. The integration will facilitate the seamless flow of sustainability metric data into EcoPaperly, reducing manual input and ensuring accuracy. Users will be able to connect their existing tools with EcoPaperly's interface, enabling consolidated reporting and analysis of their sustainability performance. This integration will enhance the user experience by allowing organizations to leverage their existing data and tools while benefiting from EcoPaperly's analytics and comparison features.
Acceptance Criteria: Users connect their existing sustainability tracking tool to EcoPaperly for the first time to import their sustainability data successfully.

Given the user has valid credentials for their external sustainability tracking tool, when they enter their credentials into EcoPaperly and click 'Connect', then the system should successfully retrieve and display their sustainability metrics within 5 minutes.

A user updates their connection settings for an already connected sustainability tracking tool to fetch the latest data.

Given the user has previously connected their sustainability tracking tool, when they navigate to the integration settings and click 'Update Data', then the latest sustainability metrics should be fetched from the external tool and updated within EcoPaperly within 3 minutes.

Users wish to generate a report comparing their sustainability metrics with industry averages after integrating their external tracking tool.

Given the user has successfully integrated their sustainability tracking tool, when they select the 'Generate Report' option and choose 'Peer Benchmarking', then the report should include a comparison of their metrics against industry averages with visualizations displayed clearly and correctly within 10 seconds.

A user encounters an error during the integration process and requires troubleshooting guidance.

Given the user is attempting to connect their sustainability tracking tool, when an error occurs, then the system should provide a specific error message and at least three suggested troubleshooting steps to resolve the issue with a help link.

Users need to view a log of their integration activity with the external sustainability tracking tool for maintenance purposes.

Given the user has connected at least one external sustainability tracking tool, when they access the integration settings, then they should see a log that includes timestamps, status updates, and any errors that occurred during the integration process for the last 30 days.

Users wish to remove the connection to an external sustainability tracking tool from EcoPaperly.

Given the user is connected to an external sustainability tracking tool, when they select the 'Disconnect' option and confirm, then the connection should be removed immediately, and the user should receive a confirmation message indicating successful disconnection.

A user attempts to integrate a sustainability tracking tool that is not supported by EcoPaperly.

Given the user attempts to connect an unsupported sustainability tracking tool, when they enter their credentials and click 'Connect', then the system should display a clear message stating that the tool is not supported and provide options to check available integrations.

Customized Reporting Tools

User Story: As a sustainability officer, I want to create customized reports on my organization's sustainability metrics so that I can present clear, actionable insights to my stakeholders.
Description: This requirement seeks to develop customized reporting tools that allow users to generate tailored reports based on their sustainability metrics in comparison to benchmarks. Users will be able to select specific metrics, generate reports highlighting strengths and areas for improvement, and export these reports in various formats. This feature will enhance the visibility of sustainability performance for internal stakeholders or external reporting requirements and facilitate strategic decision-making. Integration with existing EcoPaperly dashboards will ensure consistency in data representation and enhance user engagement with their sustainability metrics.
Acceptance Criteria: User needs to generate a customized report comparing their sustainability metrics against industry benchmarks after a quarterly review meeting.

Given that the user has completed the input of metrics, when they select the 'Generate Report' option, then the system should create a report displaying the selected metrics compared to benchmarks, including at least 3 visual representations (graphs or charts).

A stakeholder wants to export the customized report for external presentation following the generation of the report.

Given that the customized report has been generated, when the user clicks the 'Export' button, then the report should be available in at least three formats (PDF, Excel, and CSV) and have a download link provided.

An organization aims to identify key strengths and weaknesses in their sustainability metrics over the past year using the customized reporting tool.

Given that the user requests metrics over the last 12 months, when the report is generated, then it should highlight at least five strengths and five areas for improvement based on the defined thresholds against benchmarks.

The user is reviewing the customized report and wants to confirm that the data is consistent with the existing metrics displayed on their EcoPaperly dashboard.

Given that the customized report has been generated, when the user compares the metrics in the report to their EcoPaperly dashboard data, then all reported metrics should align within a 5% variance.

A user wants to filter the customized report generation process to focus solely on water conservation metrics to present during a sustainability committee meeting.

Given that the user selects the water conservation metrics from the filtering options, when they proceed to generate the report, then the output should exclusively include insights and comparisons relevant only to water conservation metrics.

An organization has multiple users who need access to the customized reporting tool for collaboration purposes.

Given that the admin has granted access to multiple users, when any user accesses the reporting tool at the same time, then they should each be able to generate and view their reports without conflict or data loss.

Interactive Data Explorer

The Interactive Data Explorer allows users to dive deep into their analytics with customizable filters and visualizations. Users can manipulate data views to uncover insights regarding document workflows, usage patterns, and areas of excess paper consumption, empowering them to make data-driven decisions that promote efficiency and sustainability.

Requirements

Customizable Filters

User Story: As a data analyst, I want to customize my data filters so that I can focus on the most relevant insights regarding our paper usage and operational efficiency.
Description: The Customizable Filters requirement allows users to create personalized analytics views by selecting specific parameters such as date range, document type, and user interactions. This functionality empowers users to tailor their data exploration experience, enabling them to focus on relevant metrics and insights that align with their operational goals. By offering this feature, EcoPaperly enhances user engagement and facilitates informed decision-making, ultimately leading to improved efficiency in document management and reduced paper consumption.
Acceptance Criteria: User selects the date range filter to analyze document usage for the past month during a quarterly review meeting.

Given a user is logged into the Interactive Data Explorer, when the user selects a date range for the last month and applies the filter, then the data displayed should only include document activities within that specified date range.

User applies multiple filters to investigate trends in document types utilized over a fiscal year.

Given a user is on the Interactive Data Explorer page, when the user selects multiple filters such as 'Document Type' and 'User Interactions' and applies them, then the displayed analytics should accurately reflect the combinations of the selected filters.

User wants to save a customized filter setup for future use to streamline their workflow analytics.

Given a user has configured multiple filters, when the user chooses to save this filter configuration, then the saved setup should be retrievable in the user's filter settings without loss of any selected parameters.

User seeks to visualize data trends after applying filters related to user interactions.

Given a user has set filters for 'Document Types' and 'User Interactions', when the user requests to view this data in a graphical format, then the visual representation should accurately depict the filtered data trends, with clear labeling for insights.

User attempts to remove an applied filter to broaden the analysis view of document usage over time.

Given a user has applied several filters within the Interactive Data Explorer, when the user removes one of the filters, then the analytics view should refresh to display all relevant data without the removed filter's restrictions.

User requires support for creating a new filter to better analyze document data specific to their department's needs.

Given a user is exploring the filtering options, when the user seeks assistance and uses the help feature to create a new custom filter, then the help interface should provide clear, step-by-step guidance on creating and applying the new filter.

Dynamic Visualizations

User Story: As a project manager, I want to visualize our document workflows in multiple formats so that I can quickly identify areas where we can reduce paper usage.
Description: The Dynamic Visualizations requirement provides users with a variety of visualization options, such as graphs, charts, and heatmaps, to represent their data interactively. This feature will enhance the user's ability to comprehend complex data sets at a glance, allowing for intuitive identification of trends and discrepancies in paper usage. By integrating drag-and-drop functionality, users can easily manipulate visualizations to suit their analysis needs, fostering a more insightful exploration process.
Acceptance Criteria: User manipulates data visualizations to analyze document workflow patterns over a specified period.

Given the user has accessed the Interactive Data Explorer, When they select a date range and apply filters to the data, Then the visualizations update dynamically to reflect the selected parameters.

A user generates a heatmap to identify high paper consumption areas in their organization’s workflow.

Given the user chooses heatmap visualization from the options, When they apply the relevant filters including departments or document types, Then the heatmap should accurately display varying levels of paper usage across the selected criteria.

Users are able to create and save customized charts based on their analysis needs.

Given the user customizes a chart with specific data filters and parameters, When they choose to save this configuration, Then the system should store this chart with the user’s profile for future access.

User interacts with the drag-and-drop feature to rearrange visual data representations.

Given the user is viewing a dashboard of visualizations, When they use the drag-and-drop feature to move elements around the interface, Then the system should update the layout in real-time without any latency.

User switches between different types of data visualizations seamlessly.

Given the user is analyzing data using one form of visualization, When they select a different visualization type, Then the system should instantly convert the data to the new format without losing any filter settings.

User shares customized visualizations with team members for collaborative analysis.

Given the user has created a custom visualization, When they choose to share it via the platform’s collaboration features, Then the visualization should be accessible to the selected team members with all configurations intact.

Insights Generation

User Story: As a sustainability officer, I want automatic insights on our paper consumption patterns so that I can present data-driven recommendations for reducing our ecological footprint.
Description: The Insights Generation requirement focuses on the automatic analysis of user data to generate actionable insights related to document workflows and paper consumption. This feature leverages AI algorithms to identify patterns and provide users with recommendations for efficiency improvements based on their specific usage data. This integration not only helps organizations proactively manage their document processes but also supports their sustainability objectives by highlighting areas needing attention.
Acceptance Criteria: User accesses the Interactive Data Explorer after using the Insights Generation feature to analyze document workflows.

Given the user has generated insights, When they access the Interactive Data Explorer, Then they should be able to view filters related to identified inefficiencies and usage patterns.

User generates insights for the first time and reviews the recommendations provided.

Given a user who has not previously generated insights, When they run the Insights Generation tool, Then they should receive at least three actionable recommendations based on their unique data.

User implements recommended actions based on generated insights and monitors changes in document workflows.

Given a user follows the recommendations from the Insights Generation, When they analyze their document workflows one month later, Then there should be a measurable decrease in paper consumption by at least 15%.

A system administrator checks the AI's performance in generating insights over a defined reporting period.

Given the AI has processed user data for a month, When the administrator reviews the performance report, Then there should be evidence showing at least an 85% accuracy rate in identifying usage patterns.

A user attempts to filter data on the Interactive Data Explorer using a specific parameter related to paper consumption.

Given the user input a parameter to filter data, When they apply the filter, Then the data view should update to display only results matching the specified parameter without any delay exceeding 2 seconds.

User examines the historical trends in paper consumption through the Interactive Data Explorer.

Given that historical data is available, When the user selects the historical trends view, Then they should be able to visualize at least six months of data concerning paper consumption metrics.

A user questions the validity of insights generated by the AI and seeks clarification on the rationale behind specific recommendations.

Given a user is reviewing insights, When they request an explanation for a specific recommendation, Then the system should provide a clear rationale based on the underlying data patterns identified by the AI.

Exportable Reports

User Story: As a team leader, I want to export reports of our document workflow analysis so that I can share findings with my team and stakeholders effectively.
Description: The Exportable Reports requirement facilitates users in generating comprehensive reports that can be exported in various formats, including PDF and Excel. This functionality allows users to share insights with stakeholders easily and aids in compliance with organizational reporting requirements. By having access to easily executable reports, teams can engage in meaningful discussions around document workflows and sustainability initiatives, reinforcing EcoPaperly's value proposition.
Acceptance Criteria: User generates a report on paper usage for the last quarter.

Given that the user is on the Interactive Data Explorer page, when they select the 'Generate Report' option and choose the 'PDF' format for the last quarter, then the system should create a PDF report detailing paper usage metrics and prompt the user for download.

User exports a report in Excel format.

Given that the user has customized their data filters and is ready to export, when they select 'Export' and choose 'Excel' format, then the system should generate an Excel file that accurately reflects the selected data, including headers and summarized insights.

User shares a generated report with stakeholders via email.

Given that the user has successfully generated a report in PDF format, when they select the 'Share' option and enter the email addresses of stakeholders, then the system should send the report as an attachment and confirm successful delivery.

User attempts to generate a report without any filters applied.

Given that the user is on the report generation page, when they attempt to generate a report without applying any filters, then the system should prompt the user to apply filters or confirm they want a full data export.

User views a report's export history.

Given that the user is in the dashboard section, when they click on the 'Export History' tab, then the system should display a list of previously exported reports along with their formats and date of export.

Real-time Collaboration

User Story: As a team member, I want to collaborate with my colleagues in real time while analyzing data so that we can make faster, informed decisions as a group.
Description: The Real-time Collaboration requirement enables users to work together seamlessly within the Interactive Data Explorer, allowing multiple users to view and interact with data simultaneously. This functionality promotes teamwork by facilitating discussions around data insights and driving collaborative decision-making. It aligns with EcoPaperly's goal of improving efficiency and sustainability by ensuring all team members can contribute to data analysis and insights generation in a cohesive manner.
Acceptance Criteria: Multiple users collaborating on data insights in real-time during a team meeting using the Interactive Data Explorer.

Given the Interactive Data Explorer is open, when multiple users access the same dataset simultaneously, then they should be able to view real-time updates and changes made by any user without delays or performance issues.

A user filters data to analyze paper consumption patterns while another user makes comments or annotations on the findings in real-time.

Given one user applies a filter to the data visualization, when another user adds comments or annotations, then all users should see these updates instantly on their screens, preserving the context of the data being analyzed.

Teams utilize the Interactive Data Explorer to conduct a collaborative session for generating insights on document workflows.

Given that multiple users have joined the collaborative session, when they interact with different visualizations, then they should be able to discuss and share insights via an integrated chat feature that maintains context of the visualized data.

A team decides to make data-driven decisions on optimizing document workflows based on shared insights from the Interactive Data Explorer.

Given that collaborative insights have been discussed, when users finalize their findings, then an export option should be available to generate a summary report of the data insights along with collaborative comments for further analysis.

Users experiencing slow upload speeds while trying to share large datasets for analysis in the Interactive Data Explorer.

Given a user attempts to upload a large dataset, when the dataset exceeds defined size limits, then an error message should alert the user and provide guidance on acceptable file sizes and formats.

A user needs to ensure sensitive data is shared securely within the collaborative interaction on the Interactive Data Explorer platform.

Given real-time collaboration is occurring, when sensitive data is being shared or discussed, then access controls must be in place to ensure only authorized personnel can view or interact with flagged data segments.

User Activity Tracking

User Story: As a product owner, I want to track user activity within our data explorer so that I can identify feature utilization trends and improve the user experience effectively.
Description: The User Activity Tracking requirement records and analyzes user interactions within the Interactive Data Explorer, providing insights into how different features are utilized. This feature is vital for identifying potential areas of improvement in user experience and can guide future enhancements of the platform. By understanding user behavior, EcoPaperly can adapt to meet user needs better while promoting eco-friendly practices and processes.
Acceptance Criteria: User accesses the Interactive Data Explorer to analyze document usage patterns over the past month to identify areas where paper consumption can be reduced.

Given the user is logged into the EcoPaperly platform and has access to the Interactive Data Explorer, when the user selects the document usage report for the past month, then the system should display a visual representation of paper usage with clear indication of peak usage periods and document types.

An admin wants to understand how often specific features within the Interactive Data Explorer are used by the team.

Given the admin has the appropriate permissions, when the admin navigates to the User Activity Tracking section, then the system should provide detailed analytics on feature usage frequency, including filters applied and reports generated, displayed in a user-friendly format.

A user is interested in tracking their specific interactions with various data visualizations within the Interactive Data Explorer.

Given the user has interacted with at least one data visualization, when the user accesses their activity log, then the system should display a chronological list of all data visualizations interacted with along with time stamps and changes made.

The development team needs to analyze application performance based on user interactions to identify potential bottlenecks.

Given the platform is running at peak load, when the development team reviews the User Activity Tracking data, then the system should show response times for common interactions and identify any users experiencing downtime, aggregated over a defined period.

A user wants to compare their interaction metrics against company averages to boost engagement.

Given the user is in the User Activity Tracking section, when the user selects the comparison option, then the system should display a side-by-side comparison of the user's interaction metrics versus company averages, highlighting discrepancies and suggestions for improvement.

Sustainability Impact Simulator

The Sustainability Impact Simulator provides users with a tool to model potential changes to their document management processes and forecast their environmental impact. By simulating different scenarios, users can assess the potential benefits of adopting new practices or technologies, making strategic decisions that align with their sustainability goals.

Requirements

Scenario Builder

User Story: As a sustainability manager, I want to create different scenarios for our document management practices so that I can see how changes might impact our environmental footprint and make more informed strategic decisions.
Description: This requirement involves creating a user-friendly interface within the Sustainability Impact Simulator that allows users to build and customize various scenarios for their document management practices. Users will have the flexibility to input different variables, such as the volume of paper used, the number of employees, and their current eco-friendly practices. By adjusting these parameters, the simulator can predict the environmental impact of each specified scenario, providing insights on potential improvements. This feature will be crucial in helping organizations visualize the tangible effects of their changes and make informed decisions that align with their sustainability goals.
Acceptance Criteria: Scenario where a user logs into the Sustainability Impact Simulator and accesses the Scenario Builder to create a new scenario for their document management practices.

Given a user is authenticated and on the Scenario Builder page, when they input various parameters (volume of paper used, number of employees, eco-friendly practices), then the simulator should allow them to save the scenario for future reference.

Scenario involving a user simulating a scenario with a specified volume of paper and comparing it against a baseline scenario.

Given a user has created a scenario with specific parameters, when they run the simulation, then the system should generate a report that compares the environmental impact of the scenario against the baseline scenario.

Scenario where the user wants to edit an existing scenario to reflect updated data or practices.

Given a user has an existing saved scenario, when they open the scenario in edit mode and modify the parameters, then they should be able to save the updated scenario without errors.

Scenario where the user needs to view a summary report of the simulation results.

Given a user has completed a simulation, when they select the option to view the summary report, then the report should display the predicted environmental impact metrics in a clear and understandable format.

Scenario where a user receives feedback on the sustainability implications of their inputs in the Scenario Builder.

Given a user has entered parameters into the Scenario Builder, when they click on the 'Get Feedback' button, then the system should provide insights on the sustainability implications based on the entered data.

Scenario involving a user accessing help resources while using the Scenario Builder.

Given a user is on the Scenario Builder page, when they click on the help icon, then context-sensitive help documentation should be displayed, guiding them on how to use each feature effectively.

Impact Metrics Display

User Story: As a finance officer, I want to see visual metrics of the sustainability impact so that I can present the financial and environmental benefits to management in a compelling manner.
Description: This requirement focuses on developing a metrics display that will provide users with clear and concise visual representations of the simulated impact of each scenario. The metrics will include estimates of paper reduction, cost savings, and CO2 emissions mitigated. Integrating graphs, charts, and dashboards will allow users to easily grasp the benefits of potential changes. This feature is essential to make the results of the simulations comprehensible and actionable, enabling users to effectively communicate their findings to stakeholders within their organizations and strengthen the case for sustainable practices.
Acceptance Criteria: User views the Sustainability Impact Simulator on EcoPaperly and initiates a simulation to model potential changes in their document management process.

Given the user has input various parameters for the simulation, when they click 'Generate Report', then they should see a visual dashboard displaying metrics of paper reductions, cost savings, and CO2 emissions mitigated represented in both graphical and numerical formats.

User analyzes the results of a simulation to determine the environmental and financial benefits of adopting new document management practices.

Given the simulation results are displayed, when the user hovers over specific metrics on the dashboard, then tooltips should provide detailed explanations of how each metric is calculated and its significance.

User wants to share the simulation results with other stakeholders in their organization.

Given the user is viewing the simulation results, when they select the 'Share Report' option, then a shareable link should be generated along with options to export the results in PDF or CSV format, ensuring all metrics are included.

User runs multiple simulations to compare different document management strategies and their impacts.

Given the user has completed multiple simulations, when they navigate to the comparison section, then they should see a comparative summary chart allowing them to evaluate differences in paper reduction and CO2 emission metrics side by side.

User utilizes the platform for the first time and seeks guidance on interpreting the metrics display.

Given the user is new to EcoPaperly and accesses the metrics display, when they click on the 'Help' icon, then an interactive guide should appear explaining each component of the metrics display and how to interpret the results effectively.

User is reviewing a past simulation to present findings to management.

Given the user selects a previous simulation from their history, when it loads in the metrics display, then all metrics should accurately reflect the results from the initial run without discrepancies or loss of data.

Scenario Comparison Tool

User Story: As a project leader, I want to compare the potential impacts of different document management strategies so that I can select the most beneficial option for our organization.
Description: This requirement includes the development of a tool that enables users to compare multiple scenarios side by side. The simulation will allow users to select specific scenarios and display their potential environmental impacts, costs, and benefits in a comparative format. This feature will aid organizations in evaluating which sustainable practices to adopt by providing a clear and direct visual comparison, ensuring that they make data-backed decisions.
Acceptance Criteria: User selects multiple document management scenarios to compare their environmental impacts, costs, and benefits using the Scenario Comparison Tool.

Given multiple scenarios are loaded, when the user selects two or more scenarios to compare, then the tool shall display a side-by-side comparison of environmental impacts, costs, and benefits clearly for each scenario.

User accesses the Sustainability Impact Simulator to evaluate potential changes in document management practices and their corresponding effects.

Given the user is on the Sustainability Impact Simulator interface, when they input their desired changes to document management practices, then the system shall accurately calculate and present the anticipated environmental impacts and savings associated with those changes.

User explores each scenario’s detailed metrics to ensure data accuracy and relevance before making decisions.

Given the user has selected scenarios for comparison, when they click on any scenario for more details, then the tool shall provide comprehensive metrics on environmental impact, cost savings, and additional benefits relevant to that scenario.

User wants to visualize the comparative data graphically to better understand the implications of different scenarios.

Given multiple scenarios are compared, when the user selects the option to visualize data, then the tool shall generate and display a clear and informative graph or dashboard reflecting the comparative information for the chosen scenarios.

User needs to save their selected scenarios and comparisons for future reference or further evaluation later.

Given the user has completed their scenario comparisons, when they choose to save their work, then the tool shall successfully save the selected scenarios and allow the user to retrieve them at a later time without data loss.

User conducts scenario comparisons for impact assessment before a scheduled meeting with stakeholders.

Given the user compares scenarios before the meeting, when they finalize the comparison, then the tool shall provide an export option to generate a report summarizing the findings for presentation purposes.

User encounters an error while trying to compare scenarios and requires a troubleshooting guide.

Given the user is utilizing the Scenario Comparison Tool, when an error occurs, then the system shall display an informative error message along with a troubleshooting guide to assist the user in resolving the issue effectively.

User Feedback Loop

User Story: As a product manager, I want users to provide feedback on the simulator so that I can ensure continuous improvement of the tool and better meet their needs.
Description: The requirement encompasses the integration of a feedback system within the simulator that will allow users to provide insights and comments on their experience using the tool. This feedback will be used to refine the simulator and enhance its features. By actively gathering user input, the product can continuously evolve based on real-world usage and requirements, ensuring it remains aligned with user needs and expectations.
Acceptance Criteria: User Feedback Submission Process

Given a user is using the Sustainability Impact Simulator, when they complete a scenario simulation, then they should have the option to submit feedback regarding their experience using a feedback form.

Feedback System Accessibility

Given a user is on any page of the Sustainability Impact Simulator, when they look for feedback options, then they should find a clearly visible and accessible button or link to provide feedback.

Feedback Confirmation Notification

Given a user submits feedback through the feedback form, when the submission is successful, then they should receive a confirmation message indicating that their feedback has been received and will be reviewed.

User Feedback Database Integration

Given that feedback has been submitted, when it is stored in the database, then it should be retrievable for future analysis by the development team.

Feedback Analytics Dashboard

Given that multiple feedback submissions have been collected, when the development team accesses the feedback analytics dashboard, then they should see summarized data (e.g., trends, common issues) and individual comments.

User Communication Loop

Given that feedback has been analyzed, when actionable insights are derived, then users who provided feedback should receive communication on how their feedback influenced updates to the simulator.

Feedback Loop Iteration

Given that user feedback is collected over time, when periodic assessments are made, then the simulator should show improvements made as a direct result of user feedback, reflecting continuous evolution of the tool.

Industry Benchmarking Feature

User Story: As an operations director, I want to see how our sustainability efforts compare to industry benchmarks so that I can identify areas for improvement and set realistic goals for our initiatives.
Description: This requirement pertains to incorporating an industry benchmarking tool within the Sustainability Impact Simulator that allows users to compare their projected sustainability impacts with industry standards or similar organizations. The feature will enhance the simulator by providing context to the results and encouraging organizations to strive for best practices. It will utilize aggregated data from various sectors to showcase how an organization’s efforts measure against peers, thereby fostering motivation towards sustainable practices.
Acceptance Criteria: User needs to access the Industry Benchmarking Feature within the Sustainability Impact Simulator to compare their organization's projected sustainability impact against industry standards and gain insights into best practices.

Given a user is logged into the Sustainability Impact Simulator, when they navigate to the Industry Benchmarking Feature, then they should see a comparison dashboard that displays their data alongside aggregated industry benchmarks.

A user inputs their organization's sustainability metrics into the Industry Benchmarking Feature to track their projected impact against similar organizations within the same sector.

Given a user has entered their sustainability metrics, when they click on 'Compare', then the simulator should generate a report that highlights how their metrics compare to at least three industry benchmarks from organizations in the same sector.

The Industry Benchmarking Feature is expected to provide users with actionable insights based on the comparison outcomes to encourage continuous improvement in sustainability efforts.

Given a user views their benchmarking report, when the report is displayed, then it should include at least three recommendations for improvement based on identified gaps between their organization and the industry standards.

Users need to understand the data sources used for the industry benchmarking comparisons to ensure transparency and reliability of the information.

Given a user is viewing the benchmarking results, when they click on 'Data Sources', then the system displays a list of all data sources, including the sectors represented and the methodologies used to aggregate the data.

The feature should allow users to customize their comparison parameters to reflect unique organizational characteristics, such as size, sector, and sustainability goals.

Given a user is within the Industry Benchmarking Feature, when they select specific parameters for comparison, then the system should update the benchmarking results to reflect the chosen parameters accurately.

Users anticipate the ability to export their benchmarking comparison results for reporting purposes or to present to stakeholders within their organization.

Given a user has generated their benchmarking report, when they click on 'Export', then the system should provide options to download the report in at least two formats (PDF, Excel).

The Industry Benchmarking Feature must ensure user data security and compliance with relevant regulations regarding sensitive organizational information.

Given a user is accessing the Industry Benchmarking Feature, when they review the privacy policy, then they should find clear statements on data usage, storage, and compliance with regulations such as GDPR or HIPAA.

Real-Time Alerts & Notifications

Real-Time Alerts & Notifications keep users informed about significant changes in their paper usage or when they are approaching sustainability milestones. These proactive alerts encourage immediate action and promote engagement with the platform, ensuring that users stay on track and can promptly address any areas requiring attention.

Requirements

User Customizable Alerts

User Story: As a user, I want to customize my alerts and notifications so that I receive only the updates that are relevant to my specific sustainability goals and paper usage patterns.
Description: Users should have the ability to customize their alert settings to receive notifications based on specific criteria, such as document usage thresholds, sustainability goal approaches, or user-defined timeframes. This feature empowers users to manage their preferences effectively, ensuring that they only receive pertinent notifications that align with their unique workflows and objectives. By enabling customization, EcoPaperly enhances user engagement and responsiveness regarding their eco-friendly practices, ultimately leading to better sustainability outcomes and reduced paper usage.
Acceptance Criteria: User Customizes Alert Settings for Document Usage Thresholds

Given a user is logged into EcoPaperly, when they navigate to the alert settings panel and set a document usage threshold, then they should receive notifications when their usage reaches that threshold.

User Sets Alerts for Sustainability Goal Approaches

Given a user has defined a sustainability goal within EcoPaperly, when they customize alert settings to notify them of progress towards this goal, then they should receive alerts each time they cross a significant milestone towards that goal.

User Defines Custom Timeframes for Notifications

Given a user is in the alert settings, when they create a custom notification schedule based on user-defined timeframes, then they should receive alerts only during the selected timeframes as specified.

User Receives Alerts for Missed Sustainability Milestones

Given a user has set milestones in EcoPaperly, when the user misses a milestone, then they should receive an immediate alert informing them of the missed milestone and suggested actions to take.

User Adjusts or Deletes Existing Alert Preferences

Given a user has existing alert preferences set up, when they decide to adjust or delete any of those preferences in the alert settings, then those changes should be reflected immediately in the system, and notifications should no longer trigger under the deleted criteria.

User Receives Alerts for Quarterly Sustainability Reports

Given a user has opted to receive quarterly sustainability report alerts, when the end of the quarter approaches, then an alert should be sent to the user confirming the report’s availability and summarizing their progress.

Dashboard Notification Overview

User Story: As a user, I want to view a dedicated notifications dashboard so that I can easily track all my alerts and sustainability milestones in one location.
Description: A centralized dashboard section should be implemented to provide users with an overview of all alerts, notifications, and sustainability milestones. This dashboard will display current notifications, a summary of document usage trends, and upcoming milestones, allowing users to visualize their progress at a glance. The integration of this feature aims to enhance user awareness and motivation, ensuring that they can track their eco-friendly initiatives efficiently while promoting proactive decision-making based on real-time data.
Acceptance Criteria: Dashboard displays current alerts related to paper usage exceeding predefined thresholds, notifying users in real-time.

Given a user is logged into the EcoPaperly platform, when the document usage exceeds the set threshold, then an alert should be displayed on the dashboard within 5 seconds of the usage being recorded.

Dashboard showcases a summary of document usage trends over the past month to help users identify patterns.

Given a user accesses the dashboard, when they view the document usage trends section, then they should see usage data visualized in a graphical format (e.g., bar chart) for the previous month.

Users receive notifications ahead of upcoming sustainability milestones to ensure adequate preparation.

Given a user has set sustainability milestones, when a milestone is within 7 days, then the system should send a notification to the user via email and display it on the dashboard.

Dashboard integrates feedback functionality to allow users to report issues with alerts or notifications.

Given a user sees an alert or notification on the dashboard, when they click on the 'Report an Issue' button, then a feedback form should appear for users to submit comments or issues.

Dashboard allows users to customize the frequency of alerts based on preferences (e.g., immediate, daily, weekly).

Given a user navigates to their dashboard settings, when they select alert frequency and save changes, then the system should apply this preference for future notifications effective immediately.

The dashboard must have accessibility features for users with different accessibility needs such as screen readers or high-contrast modes.

Given a user with accessibility needs uses the dashboard, when they navigate using a screen reader or enable high-contrast mode, then all elements of the dashboard should be readable and visually identifiable without errors.

Integration with Calendar Apps

User Story: As a user, I want to integrate EcoPaperly with my calendar app so that I can receive reminders and alerts directly on my personal calendar, helping me stay on track with my sustainability goals.
Description: The platform should support integration with popular calendar applications to send alerts and reminders directly to users’ calendars regarding important deadlines or events related to their sustainability initiatives. This integration offers users the convenience of managing their commitments and staying organized, ensuring that they remain proactive in addressing paper usage and implementing eco-friendly practices. By syncing with calendar apps, EcoPaperly removes friction in managing sustainability tasks and helps reinforce the user's commitment to the platform's goals.
Acceptance Criteria: Calendar Integration Scenario for Receiving Alerts on Sustainability Milestones

Given the user has connected their calendar app with EcoPaperly, when a sustainability milestone is reached, then a notification should be created in the user's calendar app.

Daily Reminders Integration Scenario for Paper Usage Monitoring

Given the user has enabled daily alerts in the EcoPaperly settings, when a day starts, then a reminder about the previous day's paper usage should be added to the user's calendar.

Event-Based Notifications Scenario for Ecological Events

Given the user is subscribed to sustainability events, when an ecological event is scheduled, then an alert should be sent to the user's calendar with the event details and a reminder option.

Error Handling Scenario for Calendar Integration Failures

Given the user attempts to integrate their calendar app with EcoPaperly, when an error occurs during the integration, then the user should receive a descriptive error message explaining the issue.

Confirmation Notification Scenario for Successful Calendar Sync

Given the user successfully connects their calendar app with EcoPaperly, when the integration is completed, then a confirmation alert should appear indicating successful synchronization.

Multiple Calendar Management Scenario for Users with Multiple Calendars

Given the user has multiple calendars connected to EcoPaperly, when a notification is triggered, then the user should have the option to choose which calendar to receive the alert in.

Manual Alert Activation Scenario for On-Demand Reminders

Given the user wants proactive reminders, when the user manually requests a reminder for a specific task related to paper usage, then a calendar alert should be created for that task.

Smart Alert Algorithm

User Story: As a user, I want EcoPaperly to predict my paper usage trends and alert me before I hit my limits, so that I can adjust my habits proactively and achieve my sustainability targets.
Description: Develop a smart alert algorithm that leverages historical usage data to predict when users might exceed their paper usage targets. This algorithm will analyze past behaviors and patterns to alert users preemptively before they reach critical thresholds. By providing predictive intelligence, this feature helps users make informed decisions about their document management practices and increases accountability and engagement with the platform, ultimately leading to lower paper usage and better adherence to sustainability practices.
Acceptance Criteria: User receives a predictive alert when their paper usage reaches 80% of their set target.

Given the user has a defined paper usage target, when their historical data indicates they are on track to exceed 80% of that target, then the system should trigger a real-time alert to the user.

User can customize alert thresholds for paper usage predictions.

Given the user accesses the alert settings, when they adjust the threshold percentage for receiving alerts, then the system should save this preference and apply it in future predictive alerts.

User receives notifications for recent paper consumption trends.

Given the user accesses their dashboard, when they view their paper usage data, then the system must display the last three months of usage trends along with an explanation of how it relates to their targets.

User can disable real-time alerts if needed.

Given the user navigates to the notification settings, when they choose to turn off real-time alerts for paper usage, then the system should disable all alerts without affecting their target settings.

System analyzes historical usage data and sends a summary report to users monthly.

Given the end of each month, when the system processes the historical usage data, then it should generate and send a summary report to the user's email detailing their performance against paper usage targets.

User can view historical data to understand past paper usage behavior.

Given the user requests access to historical paper usage data, when the data is displayed, then it should allow for comparison over different time periods (e.g., last month vs. this month) to facilitate informed decisions.

Users receive alerts on significant changes in their document management habits.

Given the user’s historical data reflects a significant increase in paper usage, when the system identifies this change, then it should trigger an alert to notify the user about the increased usage and suggest remediation actions.

Mobile Push Notifications

User Story: As a mobile user, I want to receive push notifications on my device so that I can stay informed about my sustainability goals and paper usage anytime, anywhere.
Description: Implement mobile push notifications for the EcoPaperly app to ensure that users receive real-time alerts even when they are not actively using the platform. These push notifications should cover key alerts, reminders for important milestones, and updates regarding paper usage trends. By utilizing mobile push notifications, the feature increases the likelihood of user engagement and response, helping users stay informed and active in their sustainability efforts, regardless of their location.
Acceptance Criteria: User receives a push notification on their mobile device about an upcoming deadline for reducing paper usage.

Given the user has set up notifications for important milestones, when the deadline is 24 hours away, then the user receives a mobile push notification with a reminder about the deadline.

User checks their mobile to find alerts for changes in paper usage trends.

Given the user is subscribed to alerts for paper usage trends, when there is a significant change (increase or decrease) in paper usage, then the user receives a mobile push notification detailing the change.

User has enabled notifications for document digitization completion.

Given the user initiates a document digitization process in the EcoPaperly app, when the process is complete, then the user receives a mobile push notification confirming the completion of the digitization.

User aims to track their sustainability progress through periodic updates.

Given the user has opted for periodic updates, when a week passes since the last update, then the user receives a mobile push notification summarizing their sustainability progress.

User receives alerts for any issues encountered during the digitization process.

Given the user initiated a digitization process, when an error occurs, then the user receives a mobile push notification alerting them of the issue and suggesting troubleshooting steps.

User wants to stay informed about new EcoPaperly features or updates related to sustainability.

Given the user has opted in for feature notifications, when a new feature is released, then the user receives a mobile push notification informing them about the feature and how it relates to their sustainability goals.

Instant Scan & Upload

Instant Scan & Upload allows users to quickly scan paper documents and upload them to EcoPaperly with a single click. This feature eliminates lengthy digitization processes, enabling users to focus on tasks that require critical thinking and collaboration. By streamlining the upload process, organizations enjoy enhanced productivity and improved document accessibility.

Requirements

Single-Click Upload Functionality

User Story: As a user, I want to upload scanned documents with a single click so that I can save time and focus on my core tasks.
Description: This requirement stipulates the creation of a seamless, single-click upload capability within the Instant Scan & Upload feature. Users must be able to instantly scan documents and upload them directly to the EcoPaperly platform without navigating through multiple screens or needing to manually select files. This enhancement is crucial for reducing the barriers to document submission, thereby improving user adoption and overall satisfaction. The implementation should also ensure that documents are automatically categorized using AI-based algorithms, thereby streamlining the storage process and reducing the need for manual data entry.
Acceptance Criteria: User initiates the Instant Scan feature to capture a document in a busy office environment and successfully uploads it to EcoPaperly with a single click, streamlining their workflow and eliminating manual steps.

Given a user has scanned a document using the Instant Scan feature, when they click the 'Upload' button, then the document should be uploaded to EcoPaperly without any additional navigation or manual file selection steps.

A user in a remote location uses the Instant Scan & Upload feature while travelling, needing to quickly scan and upload documents without access to additional software or devices.

Given a user scans a document while offline, when they click the 'Upload' button once they regain network connectivity, then the document should be uploaded automatically to EcoPaperly with the correct metadata and categorization applied.

An administrator reviews the scanned documents in EcoPaperly shortly after users begin utilizing the single-click upload feature to ensure they are categorized correctly and stored efficiently.

Given that multiple users have uploaded documents through the Instant Scan & Upload feature, when the administrator checks the document storage, then at least 95% of the documents should be correctly categorized and tagged by the AI algorithms, ensuring efficient retrieval.

A user is in a meeting and needs to quickly upload a document shared on paper, using the Instant Scan feature during a discussion to keep notes and references digital.

Given a user has a paper document during a meeting, when they scan and click 'Upload', then the document should appear in their EcoPaperly account in real-time, allowing for immediate access by all meeting participants.

After the single-click upload is implemented, a QA tester performs various tests to ensure that documents are securely uploaded to EcoPaperly without loss or compromise of information.

Given that a document is scanned and uploaded via the Instant Scan feature, when the upload completes, then the document should be encrypted and securely stored in the user’s EcoPaperly account, with no data loss or corruption occurring during the process.

AI-Powered Document Classification

User Story: As a user, I want the system to automatically classify my uploaded documents so that I can easily find them later without manual sorting.
Description: This requirement involves the integration of AI-driven technology for intelligent document classification upon upload. Once a document is scanned and uploaded, the system should automatically categorize it based on predefined parameters and past usage patterns. This feature reduces the time spent on manual organization and ensures that documents are easily retrievable, contributing to increased efficiency and better document management. The successful incorporation of this AI classification system will position EcoPaperly as a leader in smart document management solutions.
Acceptance Criteria: User uploads a scanned document through the EcoPaperly Instant Scan & Upload feature and expects the document to be classified automatically upon upload.

Given a user has scanned a document, When the document is uploaded, Then it should be automatically classified into the correct category as determined by predefined parameters.

A user needs to retrieve a previously uploaded document that was automatically classified by the AI system.

Given a user is searching for a document, When they enter search parameters matching the document's category, Then the correct document should be displayed in the search results within 5 seconds.

An admin reviews the classification accuracy of the documents uploaded in the last month to evaluate the AI system's performance.

Given a set of documents uploaded in the last month, When the admin compares the AI classification against manual classification, Then at least 90% of the documents should match the expected classification.

Users are gradually adapting to the new AI-powered document classification feature and providing feedback.

Given the AI-powered document classification has been implemented, When users submit feedback on the classification accuracy, Then at least 85% of users should report satisfaction with the classification results.

A user wants to classify a document that does not fit any predefined category and expects the system to handle it seamlessly.

Given a user uploads a non-standard document, When the system processes the upload, Then it should classify it under 'Uncategorized' and provide an option to manually assign it to a suitable category.

A support technician performs troubleshooting for classification issues reported by users.

Given users report classification issues, When the technician checks the system logs for the past week, Then all classification attempts should have complete logs and error reports for troubleshooting.

The AI classification system is subject to regular updates based on user feedback and evolving document types.

Given a new document type is introduced, When the system is updated, Then the classification algorithm should be re-evaluated and optimized based on the latest training data.

Real-Time Upload Progress Indicator

User Story: As a user, I want to see the upload progress of my documents in real-time so that I feel confident that my work is being uploaded successfully.
Description: This requirement entails the development of a real-time progress indicator that shows users the status of their document uploads. As documents are scanned and uploaded, users should be able to visualize the upload progress through a clear and intuitive interface. This feature enhances user experience by providing reassurance that their documents are being processed, thereby minimizing uncertainty and improving user trust in the system. Completion notifications should also be integrated to alert users once their documents are successfully uploaded and categorized.
Acceptance Criteria: User initiates a scan of a document using the Instant Scan & Upload feature and waits to see the upload progress indicator.

Given the user has scanned a document, when the upload begins, then the real-time progress indicator should display the upload percentage and estimated time remaining in a user-friendly format.

User successfully uploads a document and waits for a completion notification to appear.

Given the document is fully uploaded, when the upload process finishes, then the user should receive a clear notification indicating that the document has been successfully uploaded and categorized.

A user scans multiple documents at once and initiates the upload.

Given the user has scanned multiple documents, when the upload starts, then the progress indicator should show the overall upload status for all documents being processed as well as individual statuses for each document.

User closes the application while a document is still uploading.

Given the user closes the application during the upload process, when they reopen the application, then the upload progress should either be restored or the user should be informed that the upload could not be completed and given options to retry.

User experiences a failure during the upload process.

Given that there is an error during the document upload, when the error occurs, then the system should display an error message, provide details on the nature of the failure, and suggest steps for troubleshooting.

User interacts with the upload progress indicator to understand the upload performance better.

Given the user hovers over the upload progress indicator, when they do so, then a tooltip should appear with detailed information about the upload speed and remaining time.

Secure Document Encryption During Upload

User Story: As a user, I want my uploaded documents to be encrypted during the upload process so that I can ensure the security of my sensitive information.
Description: This requirement focuses on implementing high-level encryption protocols for documents while they are being uploaded to the EcoPaperly platform. Ensuring document security during the upload process is critical, especially for organizations dealing with sensitive information. The feature must comply with industry standards for data protection and should encrypt all uploaded documents immediately from the point of upload until they reach secure storage. This requirement not only enhances security but also builds user trust in the system.
Acceptance Criteria: Document Upload with Immediate Encryption

Given a user has a paper document ready to upload, when they scan and initiate the upload process, then the document must be encrypted immediately before any data is transmitted to the server.

Encryption Compliance Verification

Given that the document is being uploaded, when the upload process is complete, then the encryption protocol must meet the AES-256 encryption standard as verified by the system's security audit logs.

User Notification of Successful Encryption

Given that the document upload process is complete, when the document is successfully encrypted, then the user must receive a notification confirming that their document is securely encrypted and ready for storage.

Uploading Multiple Documents

Given a user selects multiple documents for upload, when the upload process is executed, then each document must be individually encrypted during upload without any loss of data or upload speed.

Handling Upload Failures

Given a document is in the process of being uploaded, when the upload fails due to network issues, then the document must remain encrypted and not stored in a temporary unencrypted state.

System Load Under High Traffic

Given a high volume of users uploading documents at the same time, when a document is uploaded, then the encryption process must not exceed 2 seconds and the upload should be completed successfully without degradation of service.

Encryption Verification for Sensitive Documents

Given that a user uploads a document flagged as sensitive, when the document upload is completed, then the system must re-verify the encryption status to ensure compliance with the appropriate data protection regulations.

User Access Control and Permissions Management

User Story: As an administrator, I want to manage user permissions for document uploads and access so that I can safeguard sensitive information within my organization.
Description: This requirement involves establishing an access control system that allows administrators to set permissions for users regarding what documents they can upload, view, or edit. The feature should enable organizations to implement role-based access control (RBAC) within EcoPaperly, thereby ensuring that sensitive documents are only accessible to authorized personnel. This requirement is essential for maintaining confidentiality in document management and compliance with regulatory standards.
Acceptance Criteria: Access Control for Document Uploads by Role-Based Permissions

Given a user with 'editor' role, when they attempt to upload a document, then they should be allowed to proceed with the upload process, ensuring that the document is successfully stored in the designated directory.

Viewing Permissions Based on User Roles

Given a user with 'viewer' role, when they attempt to access the document library, then they should only see documents that are permitted for their role, restricting access to sensitive documents held by 'administrator'.

Editing Permissions for Document Accessibility

Given a user with 'editor' role, when they try to edit a document, then they should receive a permission error if the document is set to 'read-only' by the administrator, confirming role-based restrictions.

Admin Functionality to Manage User Roles

Given an administrator user, when they access the permissions management interface, then they should be able to add, remove, or update user roles and permissions seamlessly without encountering any errors.

Audit Trail for Document Access and Permissions Changes

Given a document has had its permissions modified, when an administrator checks the audit log, then they should see an entry detailing the changes made, including user information, document ID, and timestamps.

User Authentication for Role Validation

Given a user who has logged in, when they access the document management system, then the system should verify their role and apply the appropriate access permissions before granting access to documents or upload functionalities.

Notifications for Permission Denied Events

Given a user attempts to access or upload a document without sufficient permissions, when this action occurs, then the system should provide a user-friendly notification indicating the reason for access denial.

Multi-Language Support

Multi-Language Support expands the capabilities of Smart Document Recognition by allowing OCR to recognize and digitize documents in multiple languages. This feature significantly benefits global organizations or those with diverse linguistic needs, ensuring that users can effectively access and manage documents regardless of their language. It promotes inclusivity and enhances cross-border collaboration.

Requirements

Language Detection Optimization

User Story: As a global operations manager, I want the system to automatically detect the language of documents so that I can streamline the digitization process without wasting time on manual language selection.
Description: The Language Detection Optimization requirement focuses on enhancing the accuracy and speed of the optical character recognition (OCR) system in detecting and processing different languages. This will involve utilizing advanced AI algorithms to analyze the input documents and automatically detect the primary language, allowing users to categorize and digitize documents with greater efficiency. By improving language detection, EcoPaperly will cater to a broader range of users, including multinational organizations that require swift and accurate document processing across various languages. This feature not only boosts productivity but also improves user satisfaction by reducing manual corrections and interventions.
Acceptance Criteria: User uploads a document in Spanish and selects the language detection option.

Given a user has uploaded a document in Spanish, when the document is processed, then the system should correctly identify Spanish as the primary language with an accuracy of at least 95%.

A multinational organization receives documents in English and Chinese, requiring real-time language detection for efficiency.

Given a document with mixed language content, when the OCR system processes the document, then it should identify both English and Chinese languages and categorize them separately with 90% accuracy.

An organization needs to process documents quickly for a presentation in different languages.

Given that the OCR system has been initiated to recognize a document in French, when the OCR process is completed, then the output should be generated within 10 seconds with all text accurately extracted.

A user is reviewing digitized documents in different languages to make corrections after OCR processing.

Given that several documents in various languages have been processed, when a user reviews the documents, then any manual correction needed should not exceed 5% of the total text extracted in each document.

During a testing phase, a sample of documents in five different languages are processed to assess OCR capabilities.

Given the testing phase with sample documents in English, Spanish, French, German, and Chinese, when the languages are detected, then the system should achieve a minimum detection accuracy of 90% across all languages tested.

User Interface Language Options

User Story: As a non-English speaking user, I want to switch the interface language to my native language so that I can better understand and utilize the platform's features.
Description: The User Interface Language Options requirement will allow users to select their preferred language for the EcoPaperly platform’s interface. This feature will include a wide array of languages, providing an inclusive experience for non-native English speakers and ensuring that all users can easily navigate the platform in their preferred language. This enhancement will support EcoPaperly's mission to promote inclusivity and improve user engagement, making the platform more accessible to diverse global audiences. The implementation of this requirement will create a user-friendly interface that adapts to the needs of its multi-lingual user base.
Acceptance Criteria: Language Selection in the User Settings Menu

Given a user is logged into the EcoPaperly platform, when they navigate to the user settings menu, then they should see an option to select their preferred language from a dropdown list containing at least 10 different languages.

User Interface Update upon Language Selection

Given a user has selected their preferred language from the dropdown menu, when they save their selection, then the UI should refresh and display all interface elements in the selected language without requiring a page reload.

Default Language Setting for New Users

Given a new user is registering for EcoPaperly, when they complete the registration process, then their default interface language should be set to English unless they select another language during the signup.

Language Accessibility for Help Documentation

Given a user has selected a specific language for the interface, when they access the help documentation, then the documentation should be available in the selected language with all relevant information translated accurately.

Error Handling for Unsupported Languages

Given a user attempts to select a language that is not supported by the EcoPaperly platform, when they save their selection, then an error message should be displayed indicating that the selected language is not supported.

User Feedback on Language Selection Feature

Given users have access to the language selection feature, when a feedback survey is conducted, then at least 75% of users should report satisfaction with the ability to select their preferred language for the user interface.

Dynamic Language Switching Without Logout

Given a user is currently using the platform in a certain language, when they select a different language from the language options, then the interface should switch to the selected language seamlessly, without requiring the user to log out or refresh the application.

Real-time Translation Feature

User Story: As a team member working in a multi-language environment, I want to translate document content in real-time so that I can ensure that all members understand the key information without delays.
Description: The Real-time Translation Feature requirement aims to integrate a translation service that allows users to request on-the-fly translations of document content within the EcoPaperly platform. This feature will leverage AI-driven translation technologies to provide accurate translations of scanned documents or text inputs, facilitating collaboration among users from different linguistic backgrounds. By enabling real-time translation capabilities, EcoPaperly will enhance cross-border collaboration and effective communication, ultimately fostering a more efficient workflow for international teams.
Acceptance Criteria: User accesses a document in a foreign language within the EcoPaperly platform and requires immediate translation to their preferred language for better understanding during a virtual collaboration.

Given a document is opened in a foreign language, when the user selects the 'Translate' option, then the document content should be translated to the user’s preferred language in real-time without significant delay.

An international team member scans a document in their native language and uploads it into the EcoPaperly platform, seeking an instant translation to English for their colleagues.

Given a scanned document is uploaded in a non-English language, when the user requests a translation, then the translated text should display correctly in English, preserving the original context and meaning.

A user collaborates on a project involving multiple languages and wants to ensure that document comments are understandable by team members with different language preferences.

Given a comment is added to a document in a specific language, when the document is viewed by users with different preferred languages, then each user should see the comment accurately translated in their respective language.

During a meeting, team members reference various documents in different languages and require simultaneous translation of text that is showcased on a shared screen.

Given a document is presented in a meeting, when team members from different linguistic backgrounds request translations, then the translations should appear in real-time on their devices without interrupting the meeting.

A user creates a new document in their native language and wants to provide translated versions for team members in their preferred languages.

Given a document is created in one language, when the user opts to generate translations, then accurate translations should be generated for all specified languages within a set time frame, enhancing team accessibility.

A user is reviewing a multilingual document and needs to switch between languages for specific sections to fully understand the content.

Given a multilingual document is open, when the user clicks on a specific section to translate, then that section should change to the user’s preferred language instantly while preserving the rest of the document in its original language.

An internal audit requires documentation in English and Spanish for compliance purposes, and the user must obtain both versions quickly.

Given a set of documents in different languages, when a request for translations in English and Spanish is made, then the system should output accurate translations of all documents within a defined time limit, ensuring compliance is met.

Multi-Language Document Repository

User Story: As a document administrator, I want to categorize and store documents in a multi-language repository so that I can efficiently manage and retrieve documents based on language preferences.
Description: The Multi-Language Document Repository requirement will establish a centralized storage solution that supports saving and organizing documents in multiple languages. This feature will allow users to categorize documents based on language, making them easily retrievable for those who speak that language. This organized structure enhances document management and retrieval efficiency, enabling teams to locate relevant documents quickly and minimizing the time spent searching for information. The repository will also promote seamless access for users across different regions and linguistic backgrounds, thereby improving collaboration.
Acceptance Criteria: User uploads a document in Spanish to the Multi-Language Document Repository and categorizes it accordingly.

Given the user is authenticated and navigated to the Multi-Language Document Repository, when they upload a Spanish document and select 'Spanish' as the language category, then the document should be saved under the 'Spanish' category, and the document's metadata should reflect the correct language.

A user searches for a document in the Multi-Language Document Repository by specifying the language filter.

Given the user is viewing the document list in Multi-Language Document Repository, when they apply the language filter to 'French' and click search, then only documents categorized as 'French' should be displayed in the results.

Users from different regions collaborate on reviewing a document stored in the Multi-Language Document Repository.

Given a user from Brazil opens a multi-language document that was uploaded in English, when they make edits and save the document, then the system should retain the document in the repository with the option for restoration to the previous version while maintaining the document in English.

An administrator categorizes documents in multiple languages and checks for consistent tagging.

Given the administrator is logged into the system, when they categorize a document as 'German', 'French', and 'English', then the document should display all three language tags in its metadata, ensuring comprehensive categorization.

A user retrieves a document stored in the repository based on language and date of upload.

Given the user is on the search page of the Multi-Language Document Repository, when they filter documents by 'Spanish' and choose the upload date range from '01/01/2025' to '12/31/2025', then only documents uploaded in Spanish within that date range should appear in the search results.

Validation of document retrieval efficiency across multiple languages.

Given a user is working in the repository, when they search for a document in 'Mandarin' using the search bar, then the system should return the relevant document within 3 seconds, demonstrating system responsiveness and effectiveness in retrieving documents in different languages.

A user downloads a document in a selected language from the repository.

Given a user has located a PDF document categorized as 'Italian', when they click the download button, then the system should initiate the download of the document without any errors, and the document should be saved correctly on the user's local device.

Custom Language Additions

User Story: As a user from a niche market, I want to add and update custom language options so that my industry-specific communications are accurately represented in the system.
Description: The Custom Language Additions requirement will allow organizations to integrate and define specific languages unique to their industry or operation. This feature is especially useful for companies that deal with rare dialects or specialized terminologies that are not widely recognized. By enabling customization, EcoPaperly can enhance user experience and satisfaction, fostering a better alignment with unique business needs. The implementation of this requirement will involve user-friendly tools for adding and maintaining custom language profiles, ensuring users can leverage the unique aspects of their language needs.
Acceptance Criteria: User Customizes Language Profile for Rare Dialect

Given a user has access to the Custom Language Additions feature, when they input details for a rare dialect and save the profile, then the profile should be successfully created and listed in the available languages.

Validation of Document Recognition in Custom Language

Given a document is uploaded that contains text in the custom language added by the user, when the document is processed by the OCR system, then the text should be accurately recognized and digitized without errors.

User Modifies an Existing Custom Language Profile

Given a user wants to modify an existing custom language profile, when they update the profile settings and save the changes, then the updated profile should reflect the changes in all relevant areas, including document recognition.

Removal of Custom Language Profile

Given a user chooses to remove a custom language profile, when they confirm the removal action, then the profile should be deleted from the system and no longer available for document processing.

Support for Multiple Custom Languages

Given a user has multiple custom language profiles, when they upload a document in any of the custom languages, then the OCR system should recognize and process the document based on the correct profile.

User Guide for Adding Custom Languages

Given a user accesses the help section, when they look for information on adding custom languages, then they should find a comprehensive guide outlining step-by-step instructions and best practices for using the feature.

Error Handling for Invalid Language Input

Given a user attempts to create a custom language profile with invalid parameters, when they attempt to save the profile, then they should receive a clear error message indicating the issue and guiding them on how to correct it.

Intelligent Tagging System

The Intelligent Tagging System automatically assigns relevant tags and categories to digitized documents based on their content. This feature simplifies document organization by making it easy for users to find information using search queries, thus reducing time spent searching for documents. Ultimately, it enhances operational efficiency and ensures seamless access to critical information.

Requirements

Automated Tagging Engine

User Story: As a document manager, I want the system to automatically assign tags to new documents so that I can spend less time organizing files and more time focusing on my core responsibilities.
Description: The Automated Tagging Engine utilizes advanced AI algorithms to analyze the content of each digitized document and automatically generate relevant tags and categories. By leveraging natural language processing and machine learning, this feature streamlines the document management process, allowing users to find information more efficiently. The engine continuously learns from user interactions to improve tagging accuracy, ensuring relevant tags are consistently produced. Integration with the existing EcoPaperly infrastructure will maintain seamless workflows, providing users with quick access to categorized documents while promoting better organization practices.
Acceptance Criteria: User uploads a diverse set of documents including invoices, reports, and emails. The Automated Tagging Engine processes these documents and generates appropriate tags based on the content within a specified time frame.

Given a user uploads a variety of document types, when the documents are processed, then all documents should have at least 3 relevant tags generated within 2 minutes.

A user searches for documents using specific keywords that match the assigned tags. The system should return relevant documents quickly and efficiently.

Given the user enters a search term that matches generated tags, when the search is executed, then the system should retrieve and display documents within 5 seconds.

An administrator reviews the tagging accuracy of previously processed documents. They want to ensure that tags applied align with the document content and user expectations.

Given an administrator reviews tagged documents, when they assess the tags against the content, then at least 90% of the tags should be confirmed as accurate, based on a sample set of 20 documents.

The system allows a user to provide feedback on the tags assigned to a document. The feedback should inform the system for future tagging improvements.

Given a user provides feedback on a document’s assigned tags, when the feedback is submitted, then the system should log the feedback and incorporate it into the machine learning model to enhance future tagging accuracy.

The Automated Tagging Engine integrates seamlessly with existing EcoPaperly workflows, ensuring that document categorization does not disrupt ongoing processes.

Given documents are uploaded during active use of EcoPaperly, when tagging is performed, then the process should run without causing noticeable delays or interruptions in user workflow.

Users regularly interact with the system, which should learn from these interactions to improve tagging over time. The system's performance should be tracked and reported.

Given users consistently utilize the tagging feature, when analyzing tagging performance, then at least a 5% improvement in tagging accuracy should be observed over a period of 3 months based on user interactions.

Searchable Tags Interface

User Story: As a user, I want to be able to search for documents by tags so that I can quickly locate the information I need without having to scroll through multiple files.
Description: The Searchable Tags Interface is a user-friendly feature that allows users to filter and search for documents based on their assigned tags. This interface enhances document retrieval efficiency by enabling users to input keywords or select tags for browsing. The design will prioritize ease of use and accessibility, reducing the complexity of locating critical documents. Additionally, it will provide real-time suggestions as users type, improving the search experience and reducing retrieval time. This integration will interact smoothly with the Intelligent Tagging System to present users with the most relevant results.
Acceptance Criteria: User successfully searches for a document using a specific tag assigned by the Intelligent Tagging System.

Given a user is on the Searchable Tags Interface, when they enter a valid tag in the search bar, then the search results should display all documents associated with that tag.

User employs the real-time suggestions feature while typing in the search bar to find documents quickly.

Given a user is typing in the search bar, when they enter three or more characters, then the system should display a list of relevant tag suggestions based on the input.

User filters documents based on selected tags to narrow down search results effectively.

Given a user has multiple tags available, when they select one or more tags to filter the documents, then the interface should display only the documents that match the selected tags.

User experiences the ease of use of the Searchable Tags Interface in locating critical documents.

Given a user is unfamiliar with the available tags, when they interact with the Searchable Tags Interface, then they should find it intuitive and able to locate documents within five minutes of use.

User receives feedback if no documents match the search term or selected tags.

Given a user conducts a search with no matching documents, when they click search, then the interface should display a message indicating no documents found along with suggestions for refining the search.

User utilizes the Searchable Tags Interface across different devices, ensuring consistent functionality.

Given a user accesses the Searchable Tags Interface from a mobile device and a desktop, when they perform the same search on both devices, then the results and functionality should remain consistent.

Tag Customization Options

User Story: As an admin, I want the ability to customize tags for documents so that I can ensure our tagging system meets the specific needs and terminology of our organization.
Description: The Tag Customization Options feature allows users to create, modify, and delete tags manually within the tagging system. Users can personalize their tagging experience according to their specific organizational needs, ensuring that tags align with internal terminology and requirements. This added flexibility empowers users to enhance document organization, catering to various workflows and preferences. By allowing custom tag management, this feature complements the automated tagging efforts, fostering a more structured document management process while ensuring user satisfaction with the system's adaptability.
Acceptance Criteria: User Personalization of Tags

Given a user is logged into the EcoPaperly platform, when they navigate to the tag management section and choose to create a new tag, then they should be able to enter a unique tag name and description, and the new tag must be saved successfully and displayed in the tags list.

Editing Existing Tags

Given a user has successfully created a tag, when they select the tag from the tags list and opt to edit it, then they should be able to modify the tag name and description, and the changes must be reflected immediately in the tags list after saving.

Deleting Tags

Given a user has access to the tag management section, when they select a tag and choose to delete it, then the system must prompt for confirmation and, upon confirming, the tag must be removed from the tags list and not appear in any associated documents.

Tag Organization Consistency

Given the tags are created, modified, or deleted by the user, when the user navigates back to the document library, then the associated documents must still retain accurate tagging that reflects any changes made to tags in the tag management section.

User Feedback on Tag Customization

Given a user has customized tags, when they complete the customization process, then they should receive a confirmation message indicating the successful creation, modification, or deletion of tags, ensuring a user-friendly experience.

Search Functionality with Custom Tags

Given a user is utilizing the search functionality, when they input a search term that matches a custom tag, then the search results must include all documents tagged with that custom tag, demonstrating the tagging system's effectiveness in enhancing search capabilities.

Default Tags Availability

Given a new user starts using EcoPaperly, when they access the tag management section for the first time, then they should see a set of pre-defined default tags available for their immediate use, allowing for seamless document categorization.

Tagging Performance Analytics

User Story: As an analyst, I want to view analytics on tagging performance so that I can identify areas for improvement and ensure our document management processes are running efficiently.
Description: The Tagging Performance Analytics feature provides users and administrators with insights into the effectiveness of the tagging system. By presenting data on tagging accuracy, usage frequency of tags, and search retrieval success rates, this feature enables proactive adjustments and improvements to the tagging strategy. Administrators can identify trends, refine the tagging process, and optimize the Intelligent Tagging System's algorithm for better performance. This analytical insight will enhance operational effectiveness and user satisfaction by ensuring that the tagging system is continually evolving to meet user needs.
Acceptance Criteria: Tagging Performance Metrics Visibility for Admins

Given the user is an administrator, when they access the Tagging Performance Analytics dashboard, then they can view tagging accuracy metrics, usage frequency of tags, and search retrieval success rates in real-time.

End-User Tagging Effectiveness Review

Given the user is an end-user of the EcoPaperly platform, when they utilize the Intelligent Tagging System, then they can retrieve at least 95% of their expected documents using search queries based on tags assigned.

Data Trends Visualization

Given the user is an administrator, when they analyze historical data of tagging performance, then they can visualize trends in tagging accuracy and usage frequency over the past quarter.

Integration with User Feedback

Given that users provide feedback on the tagging accuracy, when the feedback is collected, then it can be correlated with tagging performance data to identify improvement areas within two weeks.

Automated Reporting Feature

Given that the tagging performance data is collected, when an administrator requests a monthly report, then the system generates a report summarizing tagging accuracy, usage trends, and recommendations for improvements.

User Feedback Mechanism

User Story: As a user, I want to provide feedback on the tagging system so that I can help improve its accuracy and usability based on my experience.
Description: The User Feedback Mechanism allows users to provide feedback on the tagging process and system usability directly within the platform. This integrated feedback loop lets users report inaccuracies or suggest improvements, fostering a collaborative environment that promotes continuous enhancement of the Intelligent Tagging System. Collecting user insights will help the development team identify issues, refine algorithms, and adjust features based on actual user experiences. This requirement supports an agile development approach, ensuring that the system remains user-centric and evolves according to user needs.
Acceptance Criteria: User provides feedback on incorrect tagging of a document within the Intelligent Tagging System.

Given a document that has been inaccurately tagged, when the user accesses the feedback option, then they should be able to select the incorrect tags and submit their feedback successfully.

User suggests a feature enhancement for the tagging system through the feedback mechanism.

Given the feedback mechanism is accessible, when the user enters a feature suggestion with valid input, then the suggestion should be recorded in the system for review.

Admin reviews and responds to user feedback about tagging inaccuracies.

Given a collection of user feedback has been submitted, when the admin accesses the feedback dashboard, then they should be able to view all feedback entries with an option to close or respond to each entry.

User receives confirmation after submitting feedback about tagging issues.

Given a user submits feedback regarding a tagging issue, when the feedback is successfully submitted, then the user should receive a confirmation message indicating successful submission.

Users can view previously submitted feedback on tagging issues.

Given a user navigates to the feedback section, when they select the option to view previous submissions, then they should be able to see a list of all their prior feedback entries with statuses.

Feedback categorization allows users to filter by type of issue reported.

Given multiple feedback entries are recorded, when the user selects a filter option in the feedback dashboard, then they should see only the feedback that matches the selected category (e.g., inaccuracies, suggestions).

Contextual Search Capabilities

Contextual Search Capabilities empower users to perform advanced searches within digitized documents by understanding the context of search queries. This feature enables users to quickly locate specific information without sifting through entire documents, drastically reducing retrieval times. Enhanced search functions streamline workflows, allowing users to access critical data exactly when they need it.

Requirements

Advanced Query Interpretation

User Story: As a user, I want to input my search queries in natural language so that I can find documents without needing to remember exact keywords or phrases.
Description: The Advanced Query Interpretation requirement focuses on enhancing the system's ability to understand and process complex user queries in various natural language formats. This functionality allows users to input queries in a conversational manner, which the system will parse to extract key terms and context. This not only improves the search accuracy but also reduces the need for users to adjust their language to fit system expectations. By implementing context-aware search algorithms and natural language processing, EcoPaperly aims to streamline user interaction with the platform and make the document retrieval process more intuitive and user-friendly.
Acceptance Criteria: User initiates a search query in natural language to locate a specific contract within the digitized document repository.

Given the user inputs a natural language query such as 'Find the contract for Services A signed last March', when the search is executed, then the system returns the relevant contract document to the user within 3 seconds.

A user uses a complex query containing multiple keywords and phrases, including dates and parties involved, to retrieve meeting minutes from previous discussions.

Given the user types a query like 'Show me meeting minutes from January where Budget was discussed', when the search is performed, then the system accurately identifies and displays all meeting minutes relevant to the budget discussion from January.

The user searches for documents related to a specific project by entering synonyms and contextually similar terms.

Given the user enters a query with synonyms such as 'Project Alpha progress updates', when the search is conducted, then the system should retrieve all documents related to Project Alpha by understanding the meaning of the terms used in the query.

A user queries a specific document type within a specified date range using conversational language.

Given the user asks, 'Show me all invoices generated in December 2024', when the search is conducted, then the system must filter and return only the invoices dated within that month.

The user attempts to refine their search results with additional filters post-initial search.

Given the user performs an initial search for 'financial reports', when they apply additional filters for the date range and document type, then the system should accurately update the results to reflect the filtered criteria.

A user queries for previously accessed documents using phrases they remember, which may not match the exact document titles.

Given the user types in a phrase they remember like '2023 project overview', when the search is performed, then the system should return documents that are relevant, even if the exact phrase is not a title match.

Custom Filter Settings

User Story: As a user, I want to apply custom filters to my search results so that I can quickly find documents that meet my specific needs.
Description: The Custom Filter Settings requirement enables users to refine their search results by applying custom filters based on document attributes such as date, type, author, or category. This feature enhances the search capabilities by allowing users to narrow down results to find the most relevant documents more efficiently. The implementation of customizable filters will facilitate a more tailored search experience, accommodating diverse user needs and preferences while maintaining fast retrieval times. This capability will be particularly beneficial for organizations managing large volumes of documents.
Acceptance Criteria: User Refines Search Results by Document Type

Given a user is accessing the Contextual Search Capabilities, when they apply a custom filter for document type, then only documents matching the specified type should be displayed in the search results.

User Filters Search Results by Date Range

Given a user is accessing the Contextual Search Capabilities, when they set a date range in the custom filter settings, then only documents created or modified within that date range should appear in the results.

User Searches by Author Name

Given a user is utilizing the search functionality, when they input an author name into the custom filter field, then the search results should only include documents authored by that specific individual.

User Applies Multiple Custom Filters Simultaneously

Given a user wants to refine their search results, when they apply multiple custom filters (e.g., date, type, and category), then the search results should reflect only documents that meet all applied criteria.

Performance of Search with Custom Filters

Given a user applies custom filters to search results, when they initiate the search, then the results should load within 3 seconds, ensuring efficient retrieval times for large datasets.

User Clears Custom Filter Settings

Given a user has applied custom filters for their search results, when they choose the option to clear filters, then the system should reset to the default search settings and display all relevant documents.

User Saves Custom Filter Settings for Future Searches

Given a user has defined custom filter settings, when they choose to save these settings, then the system should allow the user to access these settings in future search sessions.

Search Result Highlighting

User Story: As a user, I want the search results to highlight the keywords in the documents so that I can easily see where my search terms appear.
Description: The Search Result Highlighting requirement aims to improve user experience by visually emphasizing the search terms found in the documents within the search results. When a user conducts a search, the system will highlight matching keywords or phrases within the document previews, allowing users to assess the relevance of each document at a glance. This functionality not only enhances readability but also helps users quickly identify the information they are looking for, promoting faster decision-making and increased efficiency in document management and retrieval.
Acceptance Criteria: Search Result Highlighting for Keyword Searches

Given a user enters a keyword into the search bar, when the search results are displayed, then relevant keywords should be highlighted in the document previews for each result.

Highlighting for Phrase Searches

Given a user enters a phrase into the search bar, when the search results are displayed, then the entire phrase should be highlighted in the document previews where it appears.

Visual Consistency of Highlighting

Given a user conducts multiple searches, when the search results are shown, then the highlighting should consistently use the same color and style across all results for better visibility.

Highlighting Matches in Different Document Types

Given a user performs a search that returns results from different document types, when viewing the document previews, then all matches should be highlighted regardless of the document format (PDF, DOCX, etc.).

User Feedback on Highlighting Effectiveness

Given that search result highlighting has been implemented, when users are surveyed about their experience, then at least 85% should report that highlighting helps them quickly locate relevant information in the search results.

Highlighting for Synonyms and Related Terms

Given a user searches using a keyword, when the search results are displayed, then related terms and synonyms should also be highlighted, making it easier to find contextually relevant information.

Highlighting Duration Visibility

Given that a user views the search results, when they hover over a search result, then the highlighting should remain visible for at least 3 seconds to help the user quickly scan the content.

Synonym and Related Terms Recognition

User Story: As a user, I want the search system to recognize synonyms so that I can find documents even when different terms are used.
Description: The Synonym and Related Terms Recognition requirement empowers the search engine to recognize and suggest synonyms or related terms based on user search queries. This feature enhances the flexibility and effectiveness of searches by allowing the user to discover additional relevant documents that may use different terminology. By employing advanced algorithms to identify and link related vocabulary, this functionality will improve the user search experience and expand access to pertinent information stored within the system.
Acceptance Criteria: User performs a search for the term 'automate' and receives suggested synonyms that include 'automated', 'automating', and 'mechanize'.

Given a user searches for 'automate', when the search engine processes the query, then it should return at least three relevant synonyms in the suggested results.

User searches for 'team collaboration' and the system suggests related terms like 'group work', 'teamwork', and 'cooperation'.

Given a user inputs the search term 'team collaboration', when the system analyzes the input, then it must suggest at least three related terms that are contextually relevant.

A user enters a query for 'cost reduction' and is shown results that highlight documents containing related terms such as 'savings', 'expense management', and 'budget cuts'.

Given that the user searches for 'cost reduction', when results are displayed, then documents must be highlighted that also include at least two related terms.

User searches for 'environmental impact' and sees suggestions for related documents that include 'sustainability' and 'eco-friendliness'.

Given a user searches for 'environmental impact', when the system processes the query, then it should present at least two documents that correspond to related terms such as 'sustainability' or 'eco-friendliness'.

When a user starts typing a search query, the system auto-suggests synonyms and related terms in real-time.

Given that the user is typing a search term, when they pause, then the system should auto-suggest synonyms and related terms relevant to the input within two seconds.

User submits a search for 'digital transformation' and the system provides feedback on the effectiveness of the synonyms identified.

Given a user submits 'digital transformation', when the search results are displayed, then there should be a performance metric that shows how many related synonyms were utilized in returning relevant documents.

User accesses the search function after updating a document and expects the search to retrieve the new related terms instantly.

Given that a document has been updated with new terminology, when a user searches related to that document, then the search results should reflect updated synonyms and terms within five minutes of the document update.

Intelligent Search Suggestions

User Story: As a user, I want the search system to suggest queries and documents as I type, so that I can save time and effort in finding the information I need.
Description: The Intelligent Search Suggestions requirement introduces a predictive search capability that offers users suggestions while typing their queries. As users enter text into the search field, the system will suggest completed queries, related documents, or keywords. This real-time feedback will help users formulate their searches more efficiently and is particularly beneficial for users unfamiliar with the document repository, thereby improving overall productivity and user satisfaction.
Acceptance Criteria: User actively typing a search query in the EcoPaperly search bar seeks relevant document suggestions based on previous searches and related keywords.

Given a user starts typing a search query in the search bar, when the user has typed at least three characters, then the system should display at least three relevant search suggestions in real time.

A user unfamiliar with the document repository utilizes the Intelligent Search Suggestions feature to find a specific policy document.

Given a user does not know the exact title of the document needed and begins typing 'policy' in the search bar, when the user has typed 'po', then the system should suggest document titles that begin with 'policy' or related terms.

A user wants to improve efficiency by utilizing the Intelligent Search Suggestions feature while collaborating with a colleague on a document.

Given a user is in a collaborative session with a colleague, when the user types a keyword related to the current discussion, then the system should suggest documents that include the keyword along with related keywords that could enhance the search.

A user frequently uses search suggestions to access documents quickly and relies on the system to adapt to their search patterns.

Given a user has utilized the search suggestion feature multiple times, when the user begins typing a query, then the system should prioritize suggestions based on the user's previous search queries.

A new user is onboarding onto the EcoPaperly platform and is testing the search suggestions feature to locate training materials.

Given a new user is unfamiliar with the platform, when the user types 'training' in the search bar, then the system should present suggestions that include relevant onboarding documents and FAQs related to training material.

A user notices that the search suggestions are not relevant after several attempts and wants to report this issue through the feedback feature.

Given a user experiences irrelevant search suggestions, when the user selects the 'report issue' button, then the feedback form should allow the user to describe their experience and submit it for review.

A user expects instant updates in the search suggestions as new documents are added to the EcoPaperly repository.

Given a user is actively engaged in searching, when new documents are uploaded and relevant to the query, then the system should dynamically update the search suggestions to include these new documents in real-time.

Smart Document Summarization

Smart Document Summarization generates concise summaries of digitized documents, providing users with quick insights into the material without needing to read through entire pages. This feature is especially beneficial for busy professionals who need to digest large amounts of information rapidly. It enhances decision-making speed and reduces the cognitive load associated with processing extensive documents.

Requirements

Automated Summary Generation

User Story: As a busy professional, I want to quickly understand lengthy documents through concise summaries so that I can make faster decisions without spending too much time reading.
Description: Automated Summary Generation allows EcoPaperly to create succinct and accurate summaries of digitized documents using advanced AI algorithms. This functionality is crucial for users who need immediate access to key insights without reading full documents. By integrating this feature into the existing document management system, users can save time and make informed decisions faster, ultimately improving productivity. The summaries will maintain the core ideas and critical details, enhancing the overall user experience while promoting eco-friendly practices by reducing the need for physical document reviews.
Acceptance Criteria: User uploads a multi-page PDF document for summarization.

Given a user uploads a PDF document of at least 10 pages, when the document is processed, then the system generates a summary of no more than 300 words capturing the main ideas and critical details accurately.

A user views the summary of a digitized document.

Given that a user has successfully generated a summary, when the user opens the summary feature, then the summary displays in a clear and easily readable format, highlighting key points and critical details.

User attempts to summarize a document in an unsupported format.

Given a user uploads a document in an unsupported format, when the system processes the upload, then the user receives a clear error message stating that the document format is not supported for summarization.

Summaries are generated within a specified time frame.

Given a user uploads a digitized document for summarization, when the document is submitted, then the system generates the summary within 5 minutes or less in 95% of the cases.

User shares a document summary with a colleague.

Given a user generates a summary, when the user selects the 'Share' option, then the system allows sharing the summary via email or link, ensuring that permissions for viewing are correctly applied.

User provides feedback on the quality of the summary.

Given that a summary has been generated, when the user submits feedback, then the system records the feedback and allows the user to rate the summary quality on a scale of 1 to 5.

User reviews past summaries generated by the system.

Given a user has accessed their account, when they navigate to the 'Past Summaries' section, then they should see a list of all previously generated summaries, sortable by date and document title.

User Customization Options

User Story: As a user, I want to customize the length and detail of document summaries so that I can receive information in a way that suits my personal preferences and work style.
Description: User Customization Options enable users to personalize summary lengths and detail levels according to their preferences. This feature is essential for accommodating diverse user needs, as different professionals may require varying depths of information. Implementing this requirement will ensure that the summarization process aligns with individual user goals, offering a tailored experience that maximizes efficiency and satisfaction. Additionally, by allowing users to set preferences within their profiles, it will enhance user engagement and retention.
Acceptance Criteria: User customizes summary options in their profile settings.

Given a user is logged into EcoPaperly, when they navigate to the profile settings and input their preferred summary length and detail level, then the system should save these preferences for all future document summarizations.

User requests a document summary after setting customization preferences.

Given a user has set their preferred summary length and detail level, when they request a summary of a document, then the generated summary should reflect the user's set preferences accurately.

User receives a notification after setting customization options.

Given a user saves their summary customization preferences, when the preferences are successfully saved, then the user should receive a confirmation notification indicating that their preferences have been updated.

User reviews and edits summary customization preferences.

Given a user is on the profile settings page, when they edit their summary preferences and click 'save', then the updated preferences should be reflected immediately in their profile settings and applied to subsequent document summaries.

User interacts with a summary that does not match their preferences.

Given a user has set their summary customization preferences, when they review a document summary that does not meet their specified criteria, then the user should have the option to provide feedback to improve future summaries.

Multiple users customize their summary settings.

Given multiple users are logged into EcoPaperly, when each user sets their summary preferences, then each user's settings should be stored separately and not interfere with one another's customizations.

Multi-language Support

User Story: As a non-English speaking user, I want to receive summaries in my native language so that I can effectively understand and engage with the content.
Description: Multi-language Support expands EcoPaperly's capability to summarize documents in multiple languages, thereby catering to an international user base. This requirement is vital for ensuring that non-English speaking users can benefit from the summarization feature, thereby increasing the platform's accessibility and usability. Implementing multi-language support will involve integrating machine translation technologies and ensuring that the summarization algorithms are effective in various languages, promoting inclusivity and enhancing global reach.
Acceptance Criteria: Multi-language document summarization for a Spanish-speaking user accessing an English document.

Given a digitized document in English, when the user selects Spanish as the summarization language, then the system should generate a concise summary in Spanish that accurately reflects the content of the original document.

Support for summarizing documents in French for a French-speaking organization.

Given a digitized document in French, when the user requests a summary, then the system should produce a clear and coherent summary in French with no errors.

Real-time multi-language summarization for a multilingual team meeting.

Given a meeting where documents are presented in different languages, when a user selects the language of their choice, then the system should summarize the documents in the selected language instantly for all team members.

Summarization of German documents by a German-speaking user using the EcoPaperly platform.

Given a uploaded document in German, when the user requests a summary, then the system should provide a summary that includes all key points and adheres to German language grammatical rules.

Performance evaluation for summarizing documents across multiple languages.

Given a set of documents in different languages, when summarization requests are made, then the system should complete summarization tasks within a time frame of 5 seconds per document across all supported languages with an accuracy rate of at least 90%.

Feedback and improvement loop for non-English summarization.

Given user feedback on the accuracy of the summarizations in a selected language, when feedback is submitted, then the system should log the feedback for continuous improvement and adjustments to the summarization algorithm.

Usability testing for non-English speakers utilizing document summarization features.

Given a test group of non-English speaking users, when they utilize the summarization feature, then at least 80% should report a positive experience in terms of usability and clarity of the summaries within their preferred language.

Real-time Summary Updates

User Story: As a team member in a collaboration, I want to receive real-time summaries of our document discussions so that I can contribute effectively and keep up with the conversation without confusion.
Description: Real-time Summary Updates will allow users to receive immediate summaries as they collaborate on documents, providing timely insights during discussions or meetings. This feature is critical for enhancing collaboration efficiency, enabling teams to stay aligned and make decisions on the fly without waiting for manual summarization. By integrating real-time updates, EcoPaperly can support dynamic workflow environments where prompt communication and information synthesis are necessary.
Acceptance Criteria: Real-time collaboration during team meetings to summarize proposals and action items from discussions on EcoPaperly.

Given a document is opened for collaboration, when a team member makes changes, then the summary should update in real-time for all users viewing that document without delay.

Users need to review key insights from multiple sections of a lengthy report during a collaborative session.

Given multiple sections of a document are summarized, when a user requests a summary, then the summary should compile insights from all sections and present them clearly and concisely.

During a live brainstorming session, users want to ensure that key points and decisions are immediately captured in the summary.

Given that a brainstorming document is being edited, when a user adds a key point, then the summary should automatically include that point within 2 seconds.

A project manager is discussing document changes with team members and wants a quick overview of previous feedback.

Given previous feedback is stored in the document, when the manager requests a summary, then the summary should display all relevant feedback clearly and accurately.

Users are collaborating on edits and require a summary of changes made during the session.

Given edits have been made to the document, when a user requests a summary of edits, then the summary should list all changes with timestamps and authors.

The marketing team is revising a strategy document while discussing it live with stakeholders.

Given live discussions are happening, when stakeholders provide input, then the summary should reflect all discussed points in real-time without disrupting the ongoing conversation.

AI Training for Improved Accuracy

User Story: As a user, I want to provide feedback on the accuracy of summaries so that I can help improve the system and ensure the summaries meet my expectations and requirements.
Description: AI Training for Improved Accuracy focuses on continually enhancing the summarization algorithms based on user feedback and document types. This ongoing improvement process is essential for ensuring that the summaries generated are not only concise but also contextually accurate. By implementing a robust feedback mechanism and periodic training sessions, EcoPaperly can adapt to evolving user needs and improve overall satisfaction with the summarization feature, reinforcing its value in document management.
Acceptance Criteria: User provides feedback on the summarization accuracy after reviewing generated summaries from multiple document types.

Given the user reviews the summary of a document type, when they submit feedback on the accuracy of the summary, then the feedback should be recorded and used for further AI training sessions.

User selects various document types for summarization and evaluates the generated summaries for contextual relevance.

Given the user selects different document types for summarization, when the user evaluates each summary, then at least 80% of the summaries should meet the user's accuracy expectations based on contextual relevance.

AI system undergoes training using accumulated user feedback for summarization improvements.

Given a set of user feedback collected over a month, when the AI system is retrained, then the summarization algorithm should show a measurable improvement in user accuracy ratings by at least 15% in the next evaluation period.

User accesses the summarization feature through the EcoPaperly platform.

Given the user is logged into EcoPaperly, when they access the summarization feature, then the system should generate a summary within 10 seconds for documents under 5 pages long.

User tests the summarization of a highly technical document after the AI has been retrained.

Given the AI's retraining has been completed, when the user summarizes a technical document, then the summary should include at least 90% of the key concepts identified in the original document.

User requests a comparative analysis of summaries from different document types.

Given the user requests comparative summaries, when they select multiple documents, then the system should return summaries that allow the user to compare key points effectively side by side.

User accesses help documentation regarding the summarization feature.

Given the user opens the help documentation, when they search for information on summarization improvements, then the documentation should clearly outline the AI training process and how user feedback is integrated.

Seamless Integration with Collaboration Tools

Seamless Integration with Collaboration Tools connects Smart Document Recognition with popular collaboration platforms like Slack, Microsoft Teams, and Google Workspace. This feature enables users to share, discuss, and collaborate on scanned documents in real-time, fostering teamwork and reducing the reliance on physical document exchanges. Enhanced collaboration capabilities lead to improved project outcomes and strengthened communication.

Requirements

Real-Time Document Collaboration

User Story: As a team member, I want to collaborate on scanned documents in real-time so that I can enhance teamwork and make quicker decisions during projects.
Description: This requirement outlines the integration of real-time collaborative features within EcoPaperly, enabling users to work simultaneously on scanned documents from various platforms like Slack, Microsoft Teams, and Google Workspace. The aim is to facilitate seamless communication and editing among team members, allowing for dynamic feedback and faster decision-making. By implementing document locks, change tracking, and version history, users can ensure that multiple collaborators are connected and working with the latest document version. This improves project efficiency, saves time, and enhances team productivity by reducing the need for physical document handling and back-and-forth communication.
Acceptance Criteria: User is logged into EcoPaperly and wants to collaborate on a scanned document with team members in real-time via Slack, Microsoft Teams, or Google Workspace.

Given a user is in a collaborative document session, When a team member makes an edit, Then the change should appear in real-time for all participants without delays.

A user needs to view the version history of a document they are collaborating on to ensure they are using the latest changes.

Given the user is viewing a collaborative document, When they access the version history, Then they should see a list of all changes made along with timestamps and authors' details.

While collaborating on a document, a user needs to ensure that edits from multiple collaborators can be tracked effectively without overwriting their work.

Given multiple users are editing a document, When one user edits a section, Then other users should see a notification regarding the locked section to prevent simultaneous edits.

Team members are collaborating on a project and need to communicate directly within the document to streamline discussions.

Given a user is in a real-time collaborative session, When they add a comment on a specific section, Then all team members should receive a notification and be able to respond to that comment in real-time.

A user wants to edit a document but must ensure they are working on the latest version after other users have made changes.

Given a user opens a document, When the document has been updated by another user, Then an alert should prompt them to refresh to see the newest version before proceeding with edits.

Users need to share multi-platform documents with external stakeholders while maintaining security and compliance standards.

Given a user shares a document, When an external user receives the link, Then they should have limited access to view only, without the permissions to edit or download the document.

Users want to integrate video conferencing while collaborating on documents to enhance communication during reviews.

Given a user is in a collaborative document, When they initiate a video call through an integrated service, Then all collaborators should join the call seamlessly without leaving the document.

Smart Notification System

User Story: As a project manager, I want to receive notifications for updates on shared documents so that I can stay informed of changes and ensure my team is aligned.
Description: This requirement focuses on developing a smart notification system that alerts users about changes, comments, or updates made to shared documents in collaboration platforms. Users will receive real-time notifications through their preferred communication channels when a document they are involved with has been edited, providing an efficient way to stay updated without constantly monitoring the platform. This system enhances communication by ensuring that team members are informed about important changes, thus improving the speed and efficiency of collaborative work.
Acceptance Criteria: User receives notifications for document updates in Slack when changes are made by team members.

Given a user is part of a document within Slack, When a team member makes an edit to the document, Then the user should receive a real-time notification in Slack indicating the document has been updated.

Users can choose their preferred notification channel for document updates.

Given a user has access to the notification settings, When the user selects their preferred communication channel, Then the system should store the user's preference for future notifications.

Notification includes details about the specific changes made to the document.

Given a user receives a notification about an updated document, When the notification is sent, Then it should include the details of the changes made and the name of the individual who made them.

Users receive a notification for comments made on shared documents in Google Workspace.

Given a user is collaborating on a document in Google Workspace, When a comment is added to the document, Then the user should receive a real-time notification through their chosen channel confirming the new comment.

Users can manage their notification preferences easily within the EcoPaperly platform.

Given a user accesses the settings page, When the user updates their notification preferences, Then the system should confirm the successful update and apply the new preferences immediately.

Users have the option to mute notifications for specific documents.

Given a user is collaborating on multiple documents, When the user chooses to mute notifications for a specific document, Then the system should stop sending notifications for that document until unmuted.

Notification system reduces the frequency of irrelevant alerts for users.

Given a user has received multiple notifications in a short timeframe, When the user sets a limit on notification frequency, Then the system should comply with the user's settings and reduce the number of alerts received.

Integrated User Permissions Management

User Story: As a document owner, I want to control access levels for my documents so that I can protect sensitive information while facilitating collaboration with my team.
Description: This requirement entails implementing a comprehensive user permissions management system that allows document owners to assign various access levels to collaborators, such as view-only, comment, or edit capabilities. This feature is essential for maintaining document security and integrity during collaborative work. By allowing document owners to manage who can interact with their documents, EcoPaperly can facilitate secure collaboration within teams, ensuring that sensitive information is not inadvertently altered or misused while still providing sufficient access for teamwork.
Acceptance Criteria: Document owners need to assign user permissions for a collaborative project within EcoPaperly, ensuring that team members have the appropriate access level to work on shared documents without compromising sensitive information.

Given a document owner, when they access the user permissions management feature, then they should be able to assign 'view-only', 'comment', and 'edit' permissions to collaborators, and these permissions should be correctly reflected in the document settings.

During a team meeting, a member is assigned 'comment' access to a document in EcoPaperly. They should be able to add comments and suggestions without altering the document itself, while others view the contributions in real-time.

Given a collaborator with 'comment' access, when they add comments to a document, then the comments should be saved and visible to all users with access to that document, while the original document remains unaltered.

A user with 'edit' permissions is collaborating on a document with several other team members who have varying access levels. It’s crucial to ensure that edits are tracked and that the user permission settings effectively prevent unauthorized changes.

Given a user with 'edit' access, when they make changes to the document, then those changes should be tracked in version history, and users with 'view-only' access should not see the option to edit those changes.

After making changes to the user permissions of a document, the document owner wants to ensure that all collaborators receive notifications regarding their access changes, maintaining clear communication within the team.

Given a document owner, when they change the user permissions, then an automatic notification should be sent to all collaborators affected by the change, informing them of their current access level and any updates.

A document owner is checking to ensure that all assigned permissions are functioning correctly for a project they recently set up, which involves multiple collaborators with different access levels.

Given a document owner, when they review the permissions for a document, then each collaborator's access level should be accurately displayed, and the owner should be able to modify access levels as necessary without errors.

A team conducts a review of all documents shared within EcoPaperly, and the document owner needs to quickly identify any document that has permissions set incorrectly, which could jeopardize sensitive information.

Given a document owner, when they initiate a permissions audit on their documents, then the system should provide a report highlighting any documents with potential permission issues, such as unauthorized access levels or missing settings.

A user attempts to request permissions from a document owner to gain access to a document for collaborative purposes while ensuring transparency in the communication process.

Given a user without access to a document, when they request permission from the document owner, then a request should be generated that the owner can approve or deny, and the user should receive confirmation of the owner's decision.

Cross-Platform Synchronization

User Story: As a team leader, I want document edits to sync across all collaboration platforms so that my team can access the most current document version regardless of the tool they are using.
Description: This requirement involves establishing cross-platform synchronization capabilities, ensuring that document changes made in one collaboration tool are instantly reflected in all others. This would mean that edits or comments made in Microsoft Teams, for instance, would automatically update in Slack and Google Workspace. By enabling a unified workspace experience, this integration reduces the chances of version conflicts and enhances real-time teamwork across platforms, making document management more streamlined and efficient.
Acceptance Criteria: User edits a document in Microsoft Teams, and those changes are reflected in real-time in both Slack and Google Workspace without any delay or manual refresh.

Given a user has edited a document in Microsoft Teams, When the user switches to Slack or Google Workspace, Then the edited document should display all changes without requiring any refresh or manual intervention.

A user adds comments to a scanned document in Google Workspace, which should automatically appear in Slack and Microsoft Teams for all team members involved.

Given a user adds comments to a document in Google Workspace, When team members open the document in Slack or Microsoft Teams, Then the comments should be visible to all team members in real-time.

Document updates made in Slack are instantly synchronized with Microsoft Teams and Google Workspace to ensure all platforms reflect the latest version without discrepancies.

Given a document is updated in Slack, When any team member views the document in Microsoft Teams or Google Workspace, Then the latest version, including all updates, should be displayed immediately.

The synchronization mechanism operates without errors, ensuring there are no failures in reflecting changes across platforms.

Given a document is being edited across multiple platforms, When updates are made, Then there should be no synchronization errors, and each platform should reflect the changes accurately.

A user has access to the document from all integrated platforms and sees the same content regardless of which platform is accessed first.

Given a user accesses the document from any platform (Slack, Microsoft Teams, or Google Workspace), When they open the document, Then the content should be identical across all platforms at all times.

The feature maintains its performance under high user load with multiple document edits occurring simultaneously.

Given multiple users are editing documents at the same time across platforms, When the updates are made, Then the synchronization should remain efficient with updates being reflected within 2 seconds.

Document Activity Log

User Story: As an administrator, I want to access a log of all activities related to a document so that I can track changes and monitor user engagement effectively.
Description: This requirement covers the implementation of a document activity log that tracks all user interactions with shared documents, including edits, comments, and access history. This log will serve as an audit trail for compliance and transparency within teams. The activity log can help identify who made specific changes and when they were made, which is particularly beneficial for accountability, dispute resolution, and assessing contribution levels among team members.
Acceptance Criteria: User views the document activity log after collaborating on a shared document to review changes made by team members.

Given a user has accessed a shared document, when they open the document activity log, then they should see a complete list of all edits, comments, and access history associated with the document.

Team lead reviews the document activity log to assess contributions made during a project phase.

Given a team lead accesses the document activity log, when they filter the log by a specific date range, then all user interactions within that range should be displayed accurately, showing who made changes and when.

A user attempts to access a document activity log that they do not have permission to view.

Given a user tries to access the document activity log for a document, when their access permission is insufficient, then the system should deny access and display an appropriate error message.

User needs to download the document activity log for compliance auditing purposes.

Given a user has appropriate permissions, when they select the option to download the document activity log, then a CSV file containing all relevant data should be generated and downloaded without errors.

A user checks the document activity log to dispute an edit made by a teammate.

Given a user is reviewing the document activity log for edits, when they identify an edit they wish to dispute, then they should have a clear option to flag that edit or comment for review, which will notify relevant stakeholders.

Multiple users collaborate in real-time on a document and their activities are logged simultaneously.

Given multiple users are editing a document at the same time, when they make various changes, then the document activity log should reflect all actions in real-time, with accurate timestamps for each interaction.

Green Incentive Tracker

The Green Incentive Tracker allows users to set and monitor sustainability goals with corresponding rewards for achieving them. Users earn points for reducing paper usage, which can be redeemed for eco-friendly products or company perks. This feature enhances motivation to engage in sustainable practices, fostering a culture of accountability and progress towards organizational goals.

Requirements

Incentive Goal Setting

User Story: As an eco-conscious employee, I want to set specific sustainability goals for reducing paper usage so that I can track my progress and earn rewards for my contributions to the company's green initiatives.
Description: The Incentive Goal Setting requirement enables users to define specific sustainability goals related to paper reduction within the EcoPaperly platform. It includes features for setting target metrics, deadlines, and the corresponding rewards for achieving these goals. This integration within EcoPaperly promotes accountability and a structured approach for users to track their progress towards sustainability, enhancing user engagement in eco-friendly practices and promoting alignment with organizational objectives.
Acceptance Criteria: User sets a new paper reduction sustainability goal within the EcoPaperly platform.

Given a user is logged into EcoPaperly, when they navigate to the Incentive Goal Setting section and enter a target metric for paper reduction, a deadline, and their chosen reward, then the goal should be successfully saved and displayed in their dashboard.

User views their sustainability goals and progress towards achieving them.

Given a user has set sustainability goals, when they go to their dashboard, then they should see a list of their goals with clearly displayed target metrics, deadlines, and current progress percentage towards each goal.

User edits an existing sustainability goal to adjust target metrics or deadlines.

Given a user is on their dashboard with existing sustainability goals, when they select a goal to edit and change the target metric or deadline, then the updated goal should be saved and the changes reflected in the dashboard immediately.

User redeems points earned from achieving sustainability goals for eco-friendly products or company perks.

Given a user has accrued points for achieving their sustainability goals, when they navigate to the rewards section and select a product or perk to redeem, then the points should be deducted appropriately and a confirmation of the redemption should be displayed.

User receives notifications for milestones achieved towards their sustainability goals.

Given a user is making progress on their sustainability goals, when they achieve a milestone (e.g., 50% reduction in paper usage), then they should receive an in-app notification highlighting their achievement and encouraging further progress.

User shares their sustainability goals and progress with team members through the platform.

Given a user wants to share their sustainability goals, when they select an option to share and choose team members, then those team members should receive a notification with the goal details and current progress.

Admin reviews overall progress of sustainability goals across the organization.

Given an admin user accesses the analytics section, when they generate a report on the sustainability goals, then the report should accurately reflect all active goals, total points earned, and progress across different teams.

Points Accumulation System

User Story: As a user of EcoPaperly, I want to see how many points I have earned for reducing paper usage so that I can understand my impact and work towards earning rewards.
Description: The Points Accumulation System is designed to automatically track and allocate points to users based on their reduction in paper usage and other sustainability efforts recorded in the EcoPaperly system. This feature will calculate points in real-time for actions that contribute to sustainability targets, providing users with immediate feedback on their environmental contributions. This will foster a sense of accomplishment and encourage continued participation in eco-friendly behaviors.
Acceptance Criteria: User logs into EcoPaperly and accesses the Green Incentive Tracker to view their current points related to paper reduction efforts over the past month.

Given the user is logged in, when they access the Green Incentive Tracker, then they should see their total accumulated points displayed clearly with a breakdown of points earned from specific paper-reducing actions.

An administrator configures the points rules for different sustainability actions within EcoPaperly, ensuring that points allocation aligns with organizational goals.

Given an administrator is in the settings panel for Points Accumulation, when they set the point values for each sustainability action, then those values should be saved and reflected accurately when users perform those actions.

A user engages in a sustainability action, such as uploading a digital document instead of a physical one, triggering the points calculation mechanism.

Given the user uploads a digital document, when the action is recorded, then the system should automatically calculate and add the appropriate points to the user's total points within 10 seconds.

A user wishes to check how many points they have earned from various sustainability efforts over a selected time period.

Given the user accesses their points history, when they select a different date range, then the total points should update accurately to reflect only the sustainability actions within that period.

A user redeems their accumulated points for an eco-friendly product through the EcoPaperly platform.

Given the user has enough points, when they choose to redeem points for a product, then the system should deduct the correct number of points and confirm the transaction with a receipt of their redemption.

The system needs to provide feedback to users on how their actions have contributed to sustainability goals each month.

Given the user has completed several sustainability actions, when they check their monthly summary, then they should see a report detailing their contributions, the total points earned, and how it aligns with organizational sustainability targets.

An admin reviews the overall participation levels and points distributed among users to assess engagement with the sustainability program.

Given the admin accesses the points distribution dashboard, when they view user participation metrics, then the system should display the points awarded per user along with the top contributors and trends over time.

Reward Redemption Process

User Story: As a user, I want to redeem my earned points for eco-friendly products so that I can receive tangible rewards for my sustainable actions within the company.
Description: The Reward Redemption Process outlines how users can redeem the points they accumulate for eco-friendly products or company perks. This requirement includes the development of a user-friendly interface to browse available rewards, an efficient redemption mechanism, and notification systems to inform users of their eligibility. This integration will not only motivate users to participate actively but will also promote the use of sustainable products, enhancing the overall mission of EcoPaperly.
Acceptance Criteria: User browsing available rewards in the Green Incentive Tracker interface.

Given the user has logged into the EcoPaperly platform and navigates to the Green Incentive Tracker, when they click on the 'Available Rewards' section, then they should see a list of eco-friendly products and company perks available for redemption, along with point values for each reward.

User redeeming points for a reward.

Given the user has sufficient points to redeem a reward, when they select a reward and confirm the redemption, then the system should deduct the required points from their balance, update the rewards history, and notify the user via email and in-app notification of the successful redemption.

User receiving notifications about eligibility for rewards.

Given the user has accumulated enough points to qualify for rewards, when they reach the point threshold, then the system should automatically trigger a notification via email and in-app alert informing them of their eligibility to redeem rewards.

User views point balance in the Green Incentive Tracker.

Given the user accesses the Green Incentive Tracker, when they view their profile, then their current point balance must be displayed clearly and accurately reflecting all earned and redeemed points.

User interface for reward redemption is intuitive and user-friendly.

Given the user is on the rewards page, when they interact with the redemption interface, then they should be able to find rewards, understand point requirements, and complete the redemption process without confusion or needing additional support.

User attempts to redeem a reward they do not have enough points for.

Given the user selects a reward that exceeds their available points balance, when they attempt to confirm the redemption, then the system should prevent the redemption and display a clear message indicating insufficient points.

Progress Dashboard

User Story: As a team lead, I want to view a dashboard of our team’s sustainability progress so that I can recognize our achievements and encourage further participation in eco-friendly practices.
Description: The Progress Dashboard requirement will deliver a visual representation of a user's sustainability goals and achievements, including metrics on paper reduction and points earned. This interactive dashboard will provide insights into personal progress over time and allow users to identify areas for improvement. By showcasing individual and team contributions towards sustainability, it will bolster motivation and create a sense of community and accountability.
Acceptance Criteria: User views the Progress Dashboard to assess their sustainability goal achievements, including paper reduction metrics and points earned for the current quarter.

Given a user is logged into the EcoPaperly platform, when they navigate to the Progress Dashboard, then the system displays a visual representation of their sustainability goals, along with metrics indicating paper reduction and points earned over the current quarter.

User updates their sustainability goals and verifies the changes reflect correctly on the Progress Dashboard.

Given a user has an existing sustainability goal set, when they update the goal to a new value, then the Progress Dashboard updates to reflect the new goal accurately and shows a confirmation message after the update.

User tracks their historical progress over multiple quarters through the Progress Dashboard.

Given a user selects the option to view historical progress, when the user accesses the Progress Dashboard for comparison, then the system displays a timeline view of their paper reduction metrics and points earned for previous quarters.

Admin reviews overall user engagement through the Progress Dashboard to ensure users are motivated toward their sustainability goals.

Given an admin accesses the Progress Dashboard report, when the admin reviews the engagement section, then the system provides metrics on user participation levels, achievements, and trends in paper reduction efforts for all users.

User compares their progress against team averages to identify areas for improvement.

Given a user is on the Progress Dashboard, when they select the option to compare their progress with their team's average, then the system displays a side-by-side comparison of the user's metrics versus the team's metrics, highlighting areas where the user can improve.

Incentive Notification System

User Story: As a user, I want to receive notifications when I reach sustainability milestones or earn points so that I can stay motivated and engaged with my sustainability efforts.
Description: The Incentive Notification System will inform users of their progress towards goals and notify them when they have earned new points or reached milestones. This requirement includes email alerts, in-app notifications, and reminders providing updates on their progress and next steps. By keeping the users informed and engaged, this feature aims to continuously motivate users to adhere to sustainability practices while using EcoPaperly.
Acceptance Criteria: User receives an email alert notifying them that they have earned new points for reducing paper usage after digitizing a batch of documents.

Given the user has completed a task that reduces paper usage, When the task is processed, Then the user should receive an email alert within 5 minutes detailing the points earned and their new total balance.

User opens the EcoPaperly app and checks their in-app notifications for updates on their sustainability goals.

Given the user is logged into the EcoPaperly app, When they navigate to the notifications section, Then they should see a clear list of updates showing their progress towards goals including points earned and milestones reached.

User reaches a significant milestone in their sustainability goals, triggering a notification for recognition of their achievement.

Given the user has reached a predefined milestone, When the system detects this milestone, Then the user should receive both an email and in-app notification congratulating them and outlining next steps to continue their progress.

User sets a new sustainability goal and expects to receive reminders about their progress periodically.

Given the user has set a new sustainability goal, When the time to send a reminder arrives, Then the user should receive a reminder notification both in-app and via email at the specified frequency (daily, weekly, etc.).

User logs into EcoPaperly after a month of inactivity and wishes to catch up on any missed progress notifications and alerts.

Given the user has not accessed the app for a month, When they log in, Then they should see a summary of all missed notifications since their last login, including points earned and milestones achieved.

User has a question about the points system and expects an informative notification that explains how points are earned and redeemed.

Given the user is looking for information about the points system, When they access the help section of the app, Then they should receive a clear notification with a detailed explanation of how points are earned and the redemption process.

Eco-Challenge Leaderboard

The Eco-Challenge Leaderboard creates a competitive atmosphere by displaying the top users or teams making the most significant contributions to sustainability within the organization. By recognizing and celebrating achievements, this feature encourages more users to participate in eco-friendly actions, driving engagement and enhancing collective efforts towards digital transformation.

Requirements

User Contribution Tracking

User Story: As a sustainability leader, I want to track user contributions to eco-friendly initiatives so that I can recognize and reward active participants effectively.
Description: This requirement focuses on building a robust tracking mechanism that captures and records the sustainable actions taken by individual users or teams within the EcoPaperly platform. By maintaining a historical log of eco-friendly initiatives, users and administrators can easily view past contributions and their impacts on the organization's overall sustainability goals. This feature will enhance transparency and incentivize participation as users can see how their efforts contribute to the larger challenge. The data extracted will support future challenges and improvements in sustainability practices across the organization.
Acceptance Criteria: Tracking Individual User Contributions to Eco-Friendly Actions

Given a user has performed a sustainable action, when the action is completed, then the system should log the action with the user's ID, timestamp, and description of the action taken.

Viewing Historical Contribution Records

Given an administrator wants to review contributions, when they access the user contribution history report, then the report should display a complete list of all recorded actions by users, including dates and impact metrics.

Displaying Contribution Impact on Sustainability Goals

Given a user wants to see their impact, when they view their contribution dashboard, then it should display the total contributions made and their correlation to the organization's sustainability goals.

Recognizing Top Users or Teams in Eco-Challenges

Given an eco-challenge is active, when the leaderboard is refreshed, then it should accurately display the top contributors ranked by the total eco-friendly actions they have logged.

Capturing and Storing Contribution Data Securely

Given a user performs an action that counts towards the eco-challenge, when the system logs the action, then it should ensure the data is encrypted and stored securely in compliance with data protection regulations.

Filtering Contributions by Date Range

Given a user is reviewing past contributions, when they apply a date filter to the contribution history, then it should only display actions recorded within the selected date range.

Generating Reports on Eco-Friendly Initiatives

Given an administrator wants to generate an eco-initiatives report, when they request a report, then it should generate a document summarizing the contributions and their effects on the organization's overall sustainability efforts.

Real-Time Score Updates

User Story: As a user, I want to see real-time updates on my scores in the Eco-Challenge Leaderboard so that I can stay motivated and engaged in my eco-friendly activities.
Description: This requirement involves implementing a real-time scoring system that updates users and teams on their standings on the Eco-Challenge Leaderboard as they complete actions contributing to sustainability. Through this feature, users will receive immediate feedback on their eco-friendly activities, showcasing their impact and motivating continuous participation. This instant feedback loop nurtures a competitive spirit and urgency, driving higher engagement levels in sustainability initiatives.
Acceptance Criteria: User Engagement in Eco-Challenge Activities

Given a user has completed an eco-friendly action, when the action is recorded in the system, then the user's score on the Eco-Challenge Leaderboard should be updated within 5 seconds to reflect the new score and ranking.

Real-Time Scoring for Teams

Given a team has multiple users completing eco-friendly actions, when any team member completes an action, then the team's score on the Eco-Challenge Leaderboard should update based on the cumulative actions of all team members in real-time.

Notifications for Score Updates

Given a user has an active participation in the Eco-Challenge, when their score changes due to completed actions, then the user should receive a notification alerting them of their new score and rank within 10 seconds after the update.

Visual Representation of Score Changes

Given a user is viewing the Eco-Challenge Leaderboard, when their score updates, then the change should be visually represented with an animated transition highlighting the user's previous and current scores for clarity.

Historical Score Tracking for Users

Given a user is active in the Eco-Challenge, when they access their profile, then they should be able to view a historical chart showing their score changes over time, reflecting their contributions to sustainability.

Admin Panel for Leaderboard Management

Given an admin is accessing the Eco-Challenge Leaderboard settings, when they modify user or team scores, then the changes should be reflected in real-time on the leaderboard without requiring a page refresh.

Data Privacy Compliance in Score Updates

Given a user has completed an eco-friendly action, when their score is updated on the public leaderboard, then the update must comply with data privacy regulations, displaying only the user’s username or team name without personal identifiable information.

Customizable Challenge Criteria

User Story: As an administrator, I want to customize the challenge criteria of the Eco-Challenge Leaderboard so that it aligns with our organization's sustainability goals and engages diverse user participation effectively.
Description: This requirement enables organizations to customize the criteria and parameters for the Eco-Challenge Leaderboard, allowing them to tailor challenges based on specific goals, duration, or types of actions. This flexibility ensures that each organization can address unique sustainability challenges pertinent to their operational environment while fostering inclusive competition among users or teams. Customization will result in a more meaningful engagement and better alignment with the organization’s sustainability objectives.
Acceptance Criteria: Organizations are preparing to implement the Eco-Challenge Leaderboard with customizable criteria for sustainability initiatives, specifically focusing on reducing plastic usage within the organization over a 6-month period.

Given an administrator accesses the Eco-Challenge settings, when they select 'Customize Criteria,' then all available parameters for custom criteria must be displayed including 'Action Type', 'Goal', and 'Duration', for selection and input.

During the customization phase, a user wishes to define a challenge targeting energy consumption reduction for each team in the office with specific goals and time frames.

Given the admin is setting a new challenge, when they specify 'Energy Reduction' under 'Action Type' and input a target of '20%' with a duration of '3 months', then the challenge must be saved successfully and visible on the Eco-Challenge Leaderboard.

A team leader looks at the Eco-Challenge Leaderboard and needs to see how each team is performing based on the organization's custom criteria for their sustainability goals.

Given the Eco-Challenge Leaderboard is displayed, when custom challenge criteria including 'Plastic Waste Reduction' and 'Recycling Participation' is chosen, then the leaderboard must dynamically update to reflect the current rankings and contributions according to these criteria.

An organization wants to adjust the parameters of an ongoing challenge due to evolving sustainability goals and needs to ensure this flexibility is supported by the Eco-Challenge Leaderboard feature.

Given the challenge is ongoing, when the admin modifies the challenge parameters for 'Energy Consumption Reduction' previously set for 6 months to 12 months, then the leaderboard must immediately reflect these updated parameters without losing any previously recorded contributions.

Users are participating in the Eco-Challenge and need a clear understanding of how their actions are impacting their rankings within the customizable challenge criteria set by the organization.

Given a user clicks on their profile within the Eco-Challenge Leaderboard, when they view their individual contribution report, then it must accurately display their actions, the points earned, and how they correlate with the custom challenge criteria applied.

An organization wants to ensure that the customizable challenge criteria is intuitive for users to engage with and modify according to their sustainability goals.

Given the organization is training users on the Eco-Challenge Leaderboard, when users are instructed to create a new challenge, then they must complete the process without additional support in under 10 minutes, indicating the customization features are user-friendly.

The admin team needs to review the overall impact of different custom criteria on user engagement and contributions to the Eco-Challenge Leaderboard over various durations and types of challenges.

Given the admin accesses the reporting feature, when they select 'Impact Report' for the past year on challenges including 'Waste Reduction' and 'Carbon Footprint', then the report must provide visual data analytics showing user engagement trends and contributions across the selected criteria.

Leaderboard Gamification Elements

User Story: As a user, I want to earn badges and rewards for my contributions to eco-friendly initiatives so that I feel more engaged and appreciated for my efforts.
Description: This requirement seeks to introduce gamification elements, such as badges, rewards, and milestones, within the Eco-Challenge Leaderboard. By adding these elements, users will be encouraged to participate more actively, as they can earn recognition for their efforts beyond just score tracking. Gamification increases user engagement and enjoyment, making the sustainability initiatives more appealing and less of a chore, ultimately fostering a culture of participation in eco-friendly practices.
Acceptance Criteria: Contest Participation and Engaging in Sustainability Activities

Given a user has engaged in at least one eco-friendly activity, when they complete the activity, then they should earn a badge related to that activity on the Eco-Challenge Leaderboard.

Leaderboards Displaying User Achievements

Given multiple users have participated in eco-friendly activities, when a user views the Eco-Challenge Leaderboard, then the leaderboard should display the top users along with their earned badges and milestones.

Reward Distribution After Achievements

Given a user has reached a milestone in their eco-friendly initiatives, when the milestone is achieved, then a digital reward should be automatically sent to the user's account, reflecting their progress.

User Notification for Badge Achievement

Given a user has successfully earned a new badge, when the badge is awarded, then the user should receive a notification informing them of their achievement and its significance.

Visibility of Milestones on User Profiles

Given a user has earned milestones for their contributions, when another user views the profile of the first user, then the milestones should be clearly displayed for recognition.

End-of-Month Summary of Achievements

Given that the Eco-Challenge event has concluded for the month, when users check their accounts, then they should receive a summary report detailing their eco-friendly actions, badges earned, and leader position.

Social Sharing Features

User Story: As a user, I want to be able to share my Eco-Challenge achievements on social media so that I can inspire others to participate in eco-friendly initiatives.
Description: This requirement focuses on developing features that enable users to share their achievements and contributions to sustainability on social media platforms. By encouraging public recognition, users may feel an enhanced sense of pride in their participation and contribute to raising awareness about eco-friendly practices externally. This broader reach can also promote the EcoPaperly platform and attract new users to get involved in sustainable challenges.
Acceptance Criteria: User Sharing Achievements on Social Media

Given a user has completed a sustainability challenge, when they click the 'Share' button, then a customizable post should appear with options to share their achievement on Facebook, Twitter, and LinkedIn.

Social Media Post Customization

Given a user is on the sharing interface, when they edit the text of their social media post, then the changes should be reflected in the preview instantly before they confirm the post.

Counting Shares for User Recognition

Given the sharing feature is activated, when a user successfully shares their achievement on social media, then their profile should reflect an increase in the 'Shares' count by one within 24 hours.

Error Handling in Social Media Posting

Given a user attempts to share their achievement on social media, when there is a connectivity issue or the social media API fails, then the user should receive a detailed error message and an option to retry.

Tracking Engagement Metrics from Shares

Given users are actively sharing their achievements, when data is collected, then the platform should display engagement metrics such as total shares, likes, and comments in the admin dashboard within 48 hours.

User Privacy Settings for Sharing

Given a user is in the sharing interface, when they select a privacy option, then the selected privacy setting should be respected and enforced on the social media platform to control visibility of their post.

Dashboard Analytics for Administrators

User Story: As an administrator, I want to access analytics on user participation to assess the effectiveness of our sustainability initiatives and make data-driven decisions.
Description: This requirement proposes the creation of an analytics dashboard specifically designed for administrators to review overall participation trends, achievements, and user engagement metrics on the Eco-Challenge Leaderboard. By equipping administrators with these insights, they can evaluate the effectiveness of sustainable initiatives, adjust strategies accordingly, and recognize top performers or areas needing improvement. Access to these analytics is essential for optimizing challenges and enhancing sustainability efforts within the organization.
Acceptance Criteria: Dashboard displays user participation metrics for the Eco-Challenge Leaderboard over a specified time period.

Given an administrator accesses the dashboard, when selecting a time period for user participation metrics, then the dashboard shows accurate data reflecting user participation during that period.

Dashboard showcases achievements and recognitions for top users and teams in sustainability efforts.

Given the administrator views the achievement section of the dashboard, when top users or teams are selected, then their contributions and recognitions are displayed correctly including points earned and eco-actions taken.

Real-time user engagement metrics are updated seamlessly on the dashboard.

Given an administrator is on the dashboard, when engagement metrics are updated through system processes, then the dashboard reflects real-time metrics without requiring the page to be refreshed.

Dashboard enables exporting of analytics data for reporting purposes.

Given an administrator is on the dashboard, when they select the option to export data, then the system provides a downloadable file in CSV format containing the relevant analytics information.

Dashboard includes visualization tools (graphs, charts) to represent user engagement trends effectively.

Given the administrator views the dashboard, when clicking on the visualization section, then various graphs and charts displaying user engagement trends are generated and are interactive for in-depth analysis.

Dashboard allows administrators to filter data based on specific criteria (e.g., time range, user teams).

Given the administrator is on the dashboard, when they apply filters to the data, then the displayed metrics and insights adapt accordingly to reflect the selected criteria accurately.

Sustainability Insights Feed

The Sustainability Insights Feed offers curated tips, articles, and success stories related to eco-friendly practices and digital transitions. Users receive personalized recommendations based on their paper usage habits, empowering them with knowledge and best practices to further reduce their environmental footprint and optimize their workflows.

Requirements

Personalized Content Algorithm

User Story: As an eco-conscious user, I want to receive personalized recommendations on eco-friendly practices based on my paper usage so that I can effectively reduce my environmental footprint and optimize my workflows.
Description: The Personalized Content Algorithm analyzes users' paper usage habits and preferences to deliver custom-tailored recommendations for eco-friendly practices, articles, and success stories. This requirement integrates with the existing user data repository to assess patterns in usage, enhancing user engagement and providing actionable insights that align with EcoPaperly’s sustainability goals. The expected outcome is a dynamic feed that evolves with users' behaviors, contributing significantly to their efforts in reducing environmental impact and fostering a culture of sustainability within their organizations.
Acceptance Criteria: User logs into EcoPaperly and navigates to the Sustainability Insights Feed to view personalized recommendations based on their recent paper usage.

Given the user has a history of paper usage data, when they access the Sustainability Insights Feed, then the feed displays at least five personalized recommendations that correlate with their consumption patterns.

A user whose paper usage has significantly decreased over the last month accesses the Sustainability Insights Feed to see the updated recommendations.

Given that the user's paper usage has decreased by at least 30% over the past month, when they check the Sustainability Insights Feed, then the recommendations show at least three new articles or success stories related to reducing paper usage further.

An eco-conscious user selects specific categories of interest within the Sustainability Insights Feed to customize their content experience.

Given the user has selected their interests, when they refresh the Sustainability Insights Feed, then the displayed content exclusively relates to their chosen topics without irrelevant suggestions.

The system analyzes a user's paper usage habits over a quarter and provides insights during the onboarding process for new features in EcoPaperly.

Given the user is undergoing onboarding for new features, when the system analyzes the last quarter of paper usage, then it presents personalized insights and recommendations based on this data during their onboarding session.

A user raises a query about the effectiveness of the personalized content in promoting sustainable practices.

Given the user's query is related to effective practices, when the user accesses the feedback option, then the system must provide at least three relevant pieces of content that illustrate positive impacts of past recommendations.

The system implements user feedback to improve the content shown in the Sustainability Insights Feed.

Given user feedback has been collected regarding the relevance of the content, when the analysis is complete, then at least 70% of users report increased satisfaction with the feed within the next update cycle.

Users interact with the Sustainability Insights Feed and track their engagement with the recommendations provided.

Given the user has interacted with at least three recommendations in the last week, when they return to the feed, then the system should highlight their successful engagements and suggest further refined recommendations based on their actions.

Curated Resource Library

User Story: As a user passionate about sustainability, I want access to a well-organized library of tips and articles so that I can learn and implement best practices in my organization’s processes.
Description: The Curated Resource Library consolidates a diverse range of articles, tips, and success stories related to digital transitions and sustainability best practices. This requirement ensures that the content is vetted and updated regularly so that users have access to the most relevant and up-to-date information. It provides a foundation for users to deepen their understanding of sustainable practices, encouraging ongoing learning and adaptation within their organizations. Integration with content management systems allows for seamless updates and user feedback mechanisms to continually enhance resource relevance.
Acceptance Criteria: User accessing the Curated Resource Library to find eco-friendly practices related to their organization's paper usage.

Given a user navigates to the Curated Resource Library, when they enter their specific paper usage habits, then they should receive a list of articles and tips relevant to their habits.

Regularly updating the Curated Resource Library to ensure content relevance and accuracy for users.

Given the content management system is integrated with the Curated Resource Library, when new articles or tips are added, then the library should reflect these updates within 24 hours.

User providing feedback on the articles and resources within the Curated Resource Library.

Given a user reads an article in the Curated Resource Library, when they submit feedback through a feedback form, then their feedback should be recorded in the feedback management system and acknowledged through a confirmation message.

Measuring user engagement with the resources available in the Curated Resource Library.

Given a user accesses the Curated Resource Library, when they view an article, then the system should track and log each user's interactions, providing analytics on popular resources.

Personalizing content recommendations based on user history in the Curated Resource Library.

Given a user has accessed the Curated Resource Library multiple times, when they log in, then their homepage should display recommended articles tailored to their previous interactions and paper usage.

Verifying the presence of a diverse range of content types in the Curated Resource Library.

Given the Curated Resource Library is live, when the content is reviewed, then it should include at least three content types: articles, tips, and success stories, ensuring coverage of different eco-friendly practices.

Feedback and Rating System

User Story: As a engaged user, I want to rate articles and tips based on their usefulness so that I can contribute to improving the content available to me and other users.
Description: The Feedback and Rating System enables users to evaluate the usefulness of the provided tips and articles, fostering a user-driven content curation process. This requirement promotes community engagement by allowing users to share their opinions and experiences, which can be used to refine the recommendations and emphasize popular content. By integrating this feedback loop, EcoPaperly can identify high-impact resources and enhance user satisfaction, leading to a more personalized and effective Sustainability Insights Feed.
Acceptance Criteria: User Evaluates a Tip After Reading It

Given a user has read a sustainability tip, when they choose to rate the tip, then the system should allow them to provide a rating out of 5 stars and add optional comments.

User Accesses Feedback Summary

Given a user is on the Sustainability Insights Feed, when they click on the feedback summary link for a specific article, then they should see the average rating, total ratings, and recent comments from other users.

User Submits Feedback for an Article

Given a user has completed reading an article, when they submit their feedback rating, then the system should successfully store the rating and comments, and update the content curation metrics.

System Highlights Popular Content Based on Ratings

Given a user visits the Sustainability Insights Feed, when the system processes the latest feedback, then it should display the most highly rated articles at the top of the feed.

User Receives Personalized Recommendations Based on Feedback

Given a user frequently provides feedback on articles, when they log into their account, then the system should present personalized recommendations prioritizing articles related to their previous ratings and feedback.

Admin Reviews User Feedback for Content Improvement

Given an admin is reviewing user feedback, when they access the feedback report dashboard, then they should see detailed statistics including user ratings trends, most commented articles, and user sentiment analysis.

Real-Time Notifications for New Insights

User Story: As a user, I want to receive notifications about new sustainability insights as soon as they are available so that I can stay updated and apply the latest practices in my organization.
Description: The Real-Time Notifications feature alerts users about newly curated content and actionable sustainability insights as they become available. This requirement is essential for keeping users informed and engaged with real-time updates tailored to their preferences. With this functionality, users can quickly access new information that can help in their ongoing digital transitions. Integration with mobile and web push notifications ensures that users remain connected to EcoPaperly’s updates, enhancing their workflow efficiency and commitment to sustainability.
Acceptance Criteria: User receives notifications for newly curated sustainability insights while working on the EcoPaperly platform.

Given a user has opted in for real-time notifications, when new content is published, then the user receives a notification on both mobile and web immediately.

User accesses notifications history to view past insights curated in the last month.

Given the user clicks on the notification icon, when the notification history is displayed, then the user sees a list of all notifications received in the last 30 days with timestamps.

User customizes their notification preferences for sustainability insights.

Given a user is in the settings menu, when they adjust their preferences for types of insights (articles, tips, success stories), then the system updates notification settings accordingly and confirms the changes.

User receives personalized notifications based on their paper usage statistics.

Given the user has entered their paper usage habits, when new tailored content is available, then the user receives a notification that specifically relates to their noted habits.

User interacts with the notification to access the new insights directly from the notification panel.

Given the user clicks on a notification, when the EcoPaperly platform opens, then it navigates directly to the newly curated content referenced in that notification.

User opts out of real-time notifications.

Given a user decides to opt out, when they toggle the notification setting, then no further notifications are sent to the user, and they receive a confirmation message stating they have successfully opted out.

Gamification Elements

User Story: As an eco-conscious user, I want to earn rewards and badges for adopting sustainable practices so that I feel motivated to continue improving and making a positive impact.
Description: The Gamification Elements introduce interactive features such as badges, challenges, and progress trackers to motivate users in adopting eco-friendly practices and habits. This requirement aims to create an engaging and competitive atmosphere where users can track their sustainability initiatives and receive positive reinforcement for their efforts. Integration with user profiles allows for personalized challenges based on individual or team goals, ultimately enhancing participation and commitment toward sustainable practices.
Acceptance Criteria: User Engagement with Gamification Elements

Given a user has logged into the EcoPaperly platform, when they view the Gamification Dashboard, then they should see a clear display of their current badges, progress trackers, and available challenges related to their eco-friendly practices.

Challenge Participation Tracking

Given a user clicks on a specific challenge, when they participate in the challenge, then their progress should be accurately updated in real-time on their profile and reflected in the overall leaderboard.

Badges Earned for Achievements

Given a user completes a challenge successfully, when they return to the Gamification Dashboard, then they should see the corresponding badge awarded instantly and a notification indicating their new achievement.

Personalized Challenge Recommendations

Given the user's paper usage data, when they access the Sustainability Insights Feed, then they should receive tailored challenge recommendations that align with their specific eco-friendly goals and behaviors.

Team Collaboration in Challenges

Given a user belongs to a team, when a team challenge is initiated, then all team members should be notified, and the team’s collective progress should be visible on a shared leaderboard.

Feedback Mechanism for Gamification Elements

Given a user interacts with the gamification elements, when they provide feedback on a challenge or badge, then their feedback should be recorded and displayed as a summary to the development team for future improvements.

Seasonal Gamification Campaigns

Given the platform has seasonal themes, when a new seasonal campaign is launched, then all users should be automatically enrolled in the themed challenges and notified about the new gamification features available during that campaign.

Real-Time Progress Dashboard

The Real-Time Progress Dashboard provides users with visual representations of their sustainability efforts, highlighting their paper usage trends and accomplishments in real time. This feature allows users to celebrate milestones and stay informed about their contributions, reinforcing positive behavior and continuous improvement in eco-friendly practices.

Requirements

Dynamic Data Visualization

User Story: As a sustainability manager, I want to visualize my team's paper usage trends so that I can easily track progress towards our eco-friendly goals and celebrate milestones.
Description: The Dynamic Data Visualization requirement focuses on implementing interactive graphs and charts that provide insights into user sustainability metrics, such as paper usage reduction and eco-friendly practice adoption. Users will benefit from visual tools that highlight trends over time, allowing them to easily interpret their progress and celebrate achievements. This integration will enhance user engagement with the dashboard, enabling effective tracking of sustainability efforts and improvements. It is crucial for users to receive immediate feedback about their sustainability practices, making them more likely to continue these behaviors. The ability to visualize data helps turn statistics into relatable information, promoting strong environmental action through clear benchmarks and milestones.
Acceptance Criteria: As a user, I want to visualize my paper usage trends over the last six months in a line graph format, so I can assess my progress in reducing paper consumption.

Given a user accesses the Real-Time Progress Dashboard, when they select the 'Paper Usage Trends' graph, then the system displays a line graph showing paper usage over the last six months, with distinct markers for each month.

As a user, I want to see a pie chart representation of my eco-friendly practice adoption rates, so I can understand which practices I engage in the most.

Given a user is on the Real-Time Progress Dashboard, when they click on the 'Eco-Friendly Practices Adoption' section, then the system displays a pie chart with percentages showing the adoption rates of different eco-friendly practices.

As a user, I need to receive notifications when I achieve a significant milestone in reducing paper usage, to celebrate my accomplishments and encourage continued eco-friendly behavior.

Given that a user has achieved a predefined milestone in paper usage reduction, when this milestone is reached, then the system sends a notification to the user congratulating them on their accomplishment.

As a user, I want to interact with the data visualizations by filtering the information based on specific date ranges, so I can focus on the most relevant periods.

Given a user is viewing the Real-Time Progress Dashboard, when they select a date range filter, then the dynamic visualizations update to reflect data only within the specified date range.

As a user, I want to be able to hover over data points in the graphs to see detailed information, so I can gain deeper insights into my sustainability metrics.

Given a user is viewing a graph in the Real-Time Progress Dashboard, when they hover over a specific data point, then the system displays a tooltip with detailed information about that data point, including exact values and relevant dates.

As a user, I want to compare my paper usage reduction with previous quarters, to better understand my progress over time and set future goals.

Given a user accesses the comparison feature of the dashboard, when they select the 'Compare Quarters' option, then the system displays a bar chart comparing current quarter paper usage reduction with previous three quarters.

As a user, I want to export my sustainability reports as PDFs, so I can easily share my progress with my organization or team.

Given a user is viewing their sustainability metrics in the Real-Time Progress Dashboard, when they click on the 'Export Report' button, then the system generates a PDF document of the user's metrics and allows them to download it.

Milestone Notifications

User Story: As an eco-conscious employee, I want to receive notifications when I hit sustainability milestones so that I can stay motivated and recognize our team's achievements.
Description: The Milestone Notifications requirement involves creating an alert system that notifies users when they achieve significant milestones in their sustainability efforts, such as reducing paper usage by a certain percentage or digitizing a specific number of documents. This feature will benefit users by providing timely recognition of their efforts, reinforcing positive behavior and encouraging further action towards sustainability. Integration with user preferences for notification methods (e.g., email, mobile alerts) will enhance user engagement and satisfaction with the platform, ensuring that users feel supported and recognized in their green initiatives. Celebrating successes in real-time fosters a culture of continuous improvement and motivation among users.
Acceptance Criteria: User receives a notification when they achieve a milestone of reducing paper usage by 30%.

Given the user has reduced their paper usage by 30%, when the milestone is achieved, then the user receives a notification via their selected method (email or mobile alert).

User receives a notification upon digitizing 100 documents in the platform.

Given the user has digitized 100 documents, when this milestone is reached, then an alert is sent to the user confirming the achievement.

User can customize their notification preferences for milestone alerts.

Given the user accesses notification settings, when they select their preferred method of receiving alerts, then the system saves these preferences for future notifications.

User receives cumulative progress updates on their sustainability efforts at the end of each month.

Given it is the end of the month, when the user logs in, then they receive an overview report of their total paper reduction achievements and document digitization numbers for that month.

User is notified of milestones achieved by their organization as a whole.

Given the organization has collectively achieved a sustainability milestone, when this occurs, then each user within the organization receives a notification about the organization’s success.

User has the option to share their achievements on social media directly from the platform.

Given a user has achieved a milestone and received the notification, when they choose to share the achievement, then a predefined message with achievement details is generated for social media sharing.

Users can view a history of all milestone notifications received.

Given the user accesses the notification history section, when they view this section, then they see a chronological list of all past milestone notifications with dates and descriptions.

Sustainability Goals Tracker

User Story: As an organizational leader, I want to set specific sustainability goals for my team to ensure we effectively reduce our environmental impact and monitor our progress in real-time.
Description: The Sustainability Goals Tracker requirement aims to allow users to set specific and measurable sustainability goals (e.g., reducing paper usage by 30% within the quarter) and track progress towards those goals within the dashboard. Users will benefit from having clear targets to work towards, fostering accountability and progress monitoring. This tracker will integrate seamlessly with existing dashboard features, allowing for real-time adjustments and updates on goal status. This feature is essential for promoting proactive engagement with the platform and empowering users to take charge of their sustainability initiatives. Providing a structured framework for setting and achieving goals aligns with EcoPaperly's mission to facilitate eco-conscious behavior changes.
Acceptance Criteria: Setting a New Sustainability Goal in the Dashboard

Given that a user is logged into EcoPaperly and on the Sustainability Goals Tracker page, when the user enters a specific goal (e.g., reduce paper usage by 30% within the quarter) and clicks 'Set Goal', then the system should save the goal and display it in the user's progress dashboard with a corresponding start date.

Tracking Progress Towards a Set Goal

Given that a user has set a sustainability goal, when the user views their progress dashboard, then the dashboard should visually represent the percentage of progress made towards the goal with updated figures based on user activity within the specified timeframe.

Editing an Existing Sustainability Goal

Given that a user has previously set a sustainability goal, when the user selects the goal from the dashboard and edits the goal details before saving, then the system should update the goal in the dashboard and retain the historical data for tracking purposes.

Notifying Users of Milestone Achievements

Given that a user is working towards their sustainability goal, when the user reaches a predefined milestone (e.g., 50% progress), then the system should trigger a notification to the user celebrating the achievement and encouraging further progress on the goal.

Deleting a Sustainability Goal

Given that a user has set a sustainability goal, when the user opts to delete the goal from the dashboard and confirms the action, then the system should remove the goal and all associated data from the user's profile permanently.

Real-Time Updates on Goal Status

Given that a user is tracking their sustainability goals, when any changes occur in user activities affecting the goal (e.g., reduction in paper usage), then the system should update the goal status on the dashboard in real-time, reflecting the most current progress.

Exporting Progress Data for Reporting

Given that a user has been tracking sustainability goals, when the user selects the option to export their progress data, then the system should generate a downloadable report containing all relevant metrics and achievements related to the user's sustainability goals.

Customizable Dashboard Layout

User Story: As a user, I want to customize my dashboard layout to prioritize the metrics that are most relevant to my sustainability efforts so that I can work more effectively and efficiently.
Description: The Customizable Dashboard Layout requirement enables users to personalize their dashboard interface according to their preferences, allowing them to prioritize the information that matters most to them. This feature benefits users by enhancing their experience on the platform, making it easier for them to access critical information quickly. By integrating drag-and-drop capabilities and widget customization, users can tailor their dashboard to display relevant metrics, notifications, and insights that aid their decision-making process in driving sustainability efforts. This prioritization aligns with user needs and preferences, ensuring that the dashboard is user-friendly and facilitating a heightened engagement with EcoPaperly's features.
Acceptance Criteria: User Personalizes Their Dashboard with Preferred Widgets

Given a user is logged into EcoPaperly, when they access the customizable dashboard layout and select widgets, then the chosen widgets should be displayed on the dashboard according to user preference.

User Reorders Widgets on the Dashboard Using Drag-and-Drop

Given a user has added multiple widgets to their dashboard, when they drag and drop a widget to a different location on the dashboard, then the widget should successfully move to the new location and retain its functionality.

User Saves Custom Dashboard Layout

Given a user has customized the layout of their dashboard, when they click the save button, then the system should save the user's layout preferences and apply them upon subsequent logins.

User Receives Confirmation of Dashboard Customization

Given a user has successfully customized their dashboard, when they complete the customization process, then the system should display a confirmation message indicating that their preferences have been saved.

User Restores Default Dashboard Layout

Given a user wants to revert to the default dashboard layout, when they select the restore defaults option, then the dashboard should reset to its original state without any user customization.

User Customizes Dashboard with Insights and Notifications

Given a user has access to insights and notifications, when they add these elements to their dashboard, then the dashboard should display the latest metrics and notifications accurately and in real-time.

User Customizes Dashboard Layout Across Different Devices

Given a user customizes their dashboard layout on one device, when they log in from another device, then the dashboard should reflect the same customized layout consistently across devices.

Data Export Functionality

User Story: As a project manager, I want to export our sustainability progress reports so that I can share easily with stakeholders and analyze the data for further improvements.
Description: The Data Export Functionality requirement focuses on providing users the ability to export their sustainability data in various formats (e.g., CSV, PDF) for reporting and analysis purposes. This feature enhances user flexibility by allowing them to take their data outside of EcoPaperly for further insights or presentations. Users will benefit from being able to manipulate their data according to their needs while ensuring that they can effectively communicate their sustainability achievements to stakeholders. This requirement integrates well with existing dashboard features, promoting comprehensive reporting capabilities directly from user activities and contributions. Empowering users to share their results facilitates transparency and accountability within their organizations.
Acceptance Criteria: User wants to export their monthly sustainability report to present to their team during a meeting.

Given the user is on the Real-Time Progress Dashboard, when they select the 'Export Data' option and choose 'PDF', then a downloadable file containing their monthly sustainability report should be generated without errors.

A user needs to analyze paper usage data over the last quarter and exports it to a spreadsheet for detailed analysis.

Given the user selects 'Export Data' for the last quarter and chooses the 'CSV' format, when they complete the export, then the CSV file should accurately reflect all data points for paper usage over that period.

An administrator wants to ensure that data exports maintain the privacy and integrity of the organization’s information during the export process.

Given the user has appropriate permission levels, when exporting data, then all personal identifiers and sensitive information should be encrypted and secured in the export format, ensuring no confidential data is exposed.

A user wants to create a presentation for stakeholders showcasing their sustainability achievements using exported data.

Given the user exports data in both PDF and CSV formats, when they open the files, then both formats should include clear labels, accurate metrics, and visually appealing formats suitable for presentation purposes.

A user wishes to share their exported data directly from the EcoPaperly platform through email with team members.

Given the user selects the 'Export Data' option, when they choose to send the data via email, then the selected stakeholders should receive an email with the correct attached data file within 5 minutes.

A user wants to verify that the data export functionality has not negatively impacted the performance of the Real-Time Progress Dashboard.

Given the user accesses the Real-Time Progress Dashboard after exporting data, when analyzing performance metrics, then the dashboard load time should remain under 3 seconds and show no errors.

A user wants to export data for a custom date range for their reporting needs.

Given the user selects a custom date range in the 'Export Data' feature, when they proceed with the export, then the exported file should only contain data within the specified date range and be in the desired format, either CSV or PDF.

Real-time Collaboration Tools

User Story: As a team member, I want to collaborate in real-time with my colleagues on sustainability initiatives to enhance coordination and improve our overall effectiveness.
Description: The Real-time Collaboration Tools requirement incorporates features that allow team members to communicate and collaborate within the EcoPaperly platform while working towards sustainability goals. This includes chat functions, document sharing, and task assignments related to their sustainability projects. The integration of collaborative features enhances team cohesion and ensures that all members are aligned with their targets. Users benefit from having everything in one place, promoting effective teamwork and continuous progress towards shared eco-friendly objectives. This requirement emphasizes the importance of system connectivity and interaction, facilitating a community approach to achieving sustainability initiatives.
Acceptance Criteria: Team members are collaborating on a sustainability project within the EcoPaperly platform.

Given a user is logged into the EcoPaperly platform, When they open a sustainability project, Then they can initiate a chat with other team members and share documents relevant to their tasks.

A user needs to assign tasks to team members within a project to enhance accountability.

Given a user is on the project dashboard, When they click on 'Assign Task', Then they can select team members and set deadlines, which are then visible to the chosen members.

A team wants to track their progress on paper reduction initiatives in real-time.

Given team members are working on a sustainability project, When they update their progress in the document sharing section, Then the updates reflect in the Real-Time Progress Dashboard within 5 minutes.

Members need to receive notifications for new comments and document uploads in their projects.

Given a user is a part of a collaborative project, When a new comment is made or a document is uploaded, Then the user receives a notification via the platform's alert system.

A user wants to review past discussions and decisions made in the project chat.

Given a user accesses a specific project chat, When they select the 'History' option, Then they can view all past messages and decisions made in chronological order.

The team aims to celebrate their sustainability milestones through the dashboard.

Given a team has achieved a sustainability milestone, When they log into the dashboard, Then they see a celebratory notification and progress stats updated accordingly.

Users want to view a summary of their conversations and shared documents related to sustainability projects.

Given a user is involved in multiple projects, When they access the collaboration summary page, Then they see an organized list of all conversations and documents for each project.

Gamified Eco-Quests

Gamified Eco-Quests challenge users with fun, engaging activities aimed at reducing paper usage and enhancing digital workflows. Users can earn badges and rewards for completing tasks, thus promoting a more active participation in sustainability initiatives and creating a sense of achievement in their eco-efforts.

Requirements

Eco-Quest Task Creation

User Story: As an admin user, I want to create customizable Eco-Quest tasks so that I can engage users with challenges that align with their personal interests and sustainable practices, boosting their participation in eco-friendly initiatives.
Description: The Eco-Quest Task Creation requirement enables administrators to design and implement various sustainability tasks within the EcoPaperly platform. This functionality should allow admin users to customize tasks based on specific themes, levels of difficulty, and the desired outcomes, promoting a flexible and engaging user experience. Implementing this requirement will enhance user participation in sustainability initiatives by providing diverse challenges that can adapt to different user segments and their preferences, ensuring a personalized approach to eco-engagement.
Acceptance Criteria: Eco-Quest Task Creation by Admins for Themed Events

Given an admin user is logged into the EcoPaperly platform, when they navigate to the Eco-Quest Task Creation section, then they should be able to create a task that includes a theme, difficulty level, and specific outcomes, and the task should be saved successfully in the database.

Customization of Task Parameters for User Segments

Given an admin user is creating an Eco-Quest task, when they select parameters for user segments, then the system should allow selection from at least three different user segments and save these selections accurately for each task.

Validation of Task Accessibility for Users

Given an Eco-Quest task has been created by an admin user, when a regular user logs into the EcoPaperly platform, then they should see the task listed in their available Eco-Quests and be able to access detailed descriptions.

Feedback Mechanism for Completed Eco-Quest Tasks

Given a user has completed an Eco-Quest task, when they submit their completion, then they should receive immediate feedback, including earned badges and points, reflecting the successful completion of the task.

Reporting on Eco-Quest Engagement Metrics

Given multiple Eco-Quest tasks have been created and completed, when an admin accesses the reporting dashboard, then they should see metrics including total tasks created, tasks completed, and user engagement rates displayed in visual formats.

Role-Based Access Control for Eco-Quest Task Management

Given that users have different roles within the EcoPaperly platform, when an admin attempts to assign task creation permissions, then the system should allow permissions only for users with designated admin roles, denying access otherwise.

Eco-Badge Achievement System

User Story: As a user, I want to earn badges for completing Eco-Quests so that I can have a visible representation of my accomplishments and be motivated to continue participating in sustainability activities.
Description: The Eco-Badge Achievement System requirement introduces a gamified feature where users can earn badges for completing Eco-Quests and other sustainability-related tasks. This feature should track user progress and achievements within the platform, allowing users to display their earned badges on their profiles. Implementing this system will encourage ongoing participation and foster a community spirit among users, motivating them to engage more actively in eco-friendly practices by providing tangible recognition of their efforts.
Acceptance Criteria: Users successfully earn badges for completing Eco-Quests and other sustainability-related tasks within the EcoPaperly platform, showcasing their eco-achievements on their profiles.

Given a user participates in an Eco-Quest, when the user completes the required tasks, then the user should automatically receive a corresponding badge that is visible on their profile.

Users can view and track their progress towards earning Eco-Badges, including details on completed tasks and remaining requirements.

Given a user has engaged in various Eco-Quests, when the user navigates to the Eco-Badge section, then the user should see an updated progress report indicating which badges have been earned and which tasks are pending.

The Eco-Badge Achievement System accurately saves and displays user achievements without data loss or error.

Given a user earns a badge, when data is saved in the system, then there should be no instances of badge loss or incorrect display of achievements in the user's profile.

Users receive notifications when they earn new Eco-Badges to encourage continual engagement with the platform.

Given a user completes the requirements for a badge, when the badge is awarded, then the user should receive an instant notification informing them of their accomplishment.

Users can share their earned Eco-Badges on various social media platforms to promote their achievements and the EcoPaperly initiative.

Given a user has earned a badge, when the user selects the share option, then the badge should be successfully posted to the selected social media platform with relevant details.

The Eco-Badge Achievement System allows for easy modification of badge criteria to adapt to evolving sustainability goals over time.

Given the need for updates in the Eco-Badge criteria, when an admin modifies the criteria for a badge, then the changes should be reflected instantly in the users' progress tracking and badge earning process.

Leaderboards and Competitions

User Story: As a user, I want to see a leaderboard of top participants so that I can be inspired to improve my ranking and engage more in sustainability practices through friendly competition.
Description: The Leaderboards and Competitions requirement aims to create a competitive environment among users, showcasing top performers in completing Eco-Quests and other sustainability activities. This functionality should allow users to see their rankings compared to others, encouraging healthy competition and boosting engagement. By integrating this feature, the platform can foster a sense of community and collective effort towards achieving sustainability goals, driving users to participate more while learning from peers.
Acceptance Criteria: As a user, I want to view the leaderboard for the top participants in Eco-Quests so that I can see how my performance compares with others.

Given I am logged into EcoPaperly, when I navigate to the leaderboard section, then I should see a list of top users ranked by the number of Eco-Quests completed, displaying their usernames and scores.

As a user, I want to participate in competitions based on Eco-Quests to foster engagement and motivation for sustainability activities.

Given I am part of a competition, when I complete an Eco-Quest, then my score should be automatically updated on the leaderboard within five minutes of completion, reflecting the changes in real-time.

As a user, I want to receive notifications for changes in the leaderboard to stay informed about my ranking and performance.

Given I am participating in a competition, when my ranking changes due to new Eco-Quests completed by other users, then I should receive an instant notification alerting me of the change along with my new position.

As a user, I want to filter the leaderboard by specific timeframes to gauge my performance over different periods.

Given I am viewing the leaderboard, when I select a specific timeframe (e.g., weekly, monthly, quarterly), then the leaderboard should refresh to show the top performers within that selected period.

As a user, I want to view my individual performance metrics in addition to the leaderboard to keep track of my achievements in Eco-Quests.

Given I am on my profile page, when I navigate to the performance section, then I should see a summary of my completed Eco-Quests, badges earned, and overall points collected, distinct from the leaderboard.

As a user, I want to understand the criteria for earning badges through Eco-Quests to enhance my participation and goal-setting.

Given I am viewing the Eco-Quests section, when I click on the badges help icon, then I should see a clear list detailing the specific actions or milestones required to earn each badge.

Feedback and Reflection Mechanism

User Story: As a user, I want to share my feedback on Eco-Quest tasks so that I can reflect on my experience and learn from others while contributing to the platform's improvement.
Description: The Feedback and Reflection Mechanism requirement enables users to provide feedback on completed Eco-Quests and reflect on their experiences. This feature should encourage users to share insights about the tasks they completed, focusing on what they learned and how they can apply sustainable practices in their daily lives. Integrating this requirement will help users develop a deeper understanding of their actions’ impact on sustainability and foster continuous improvement within the EcoPaperly community.
Acceptance Criteria: Users complete an Eco-Quest and are prompted to provide feedback on their experience with the task.

Given a user has completed an Eco-Quest, when they access the feedback form, then they should be able to submit feedback with at least 100 characters detailing their insights and reflections.

Users are able to access their previously submitted feedback on Eco-Quests for future reference and learning.

Given a user has submitted feedback on Eco-Quests, when they navigate to the feedback history section, then they should be able to see a list of all their submitted feedback entries along with the corresponding Eco-Quests.

Users receive acknowledgment after submitting their feedback to encourage continuous participation.

Given a user submits feedback on an Eco-Quest, when the submission is successful, then they should receive a confirmation message stating 'Thank you for your feedback!' along with suggestions for future Eco-Quests.

The feedback submitted by users is utilized to enhance future Eco-Quests based on their reflections and suggestions.

Given users have submitted feedback on Eco-Quests, when the administrators review the feedback, then at least 70% of the suggestions should be considered in the planning of future Eco-Quests.

Users feel motivated to engage with the system and provide thoughtful feedback based on their completion of Eco-Quests.

Given feedback is integrated into the Eco-Quests experience, when users are prompted to reflect on their actions, then at least 80% of users report feeling more engaged and motivated in their sustainability efforts after providing feedback.

Social Sharing Feature

User Story: As a user, I want to share my Eco-Quest achievements on social media so that I can inspire my friends and family to engage in sustainability efforts as well.
Description: The Social Sharing Feature requirement allows users to share their Eco-Quest achievements, badges, and progress on social media platforms. By facilitating this function, users can promote their eco-friendly initiatives to their networks, encouraging others to join the movement. This requirement will not only enhance user engagement but also expand EcoPaperly's visibility and outreach, further contributing to the platform's goal of promoting sustainable practices across wider audiences.
Acceptance Criteria: User successfully shares their Eco-Quest achievement on Facebook.

Given the user has completed an Eco-Quest and earned a badge, When the user selects the 'Share on Facebook' option, Then the Eco-Quest achievement post should be successfully shared on the user's Facebook timeline with the correct badge image and corresponding message.

User shares Eco-Quest achievements on Twitter with hashtags.

Given that a user has completed an Eco-Quest, When the user clicks the 'Share on Twitter' button, Then a tweet is generated containing the achievement, a badge image, and relevant hashtags (#EcoPaperly, #EcoQuest) for engagement.

User views the shareable content before posting on LinkedIn.

Given the user has completed an Eco-Quest, When the user selects 'Share on LinkedIn,' Then a preview of the post should appear, showing the achievement description, badge, and options to edit before sharing.

User checks the sharing feature's functionality on multiple devices.

Given the user accesses the EcoPaperly platform on a mobile device, When the user shares an Eco-Quest achievement, Then the sharing feature should function correctly, mirroring the desktop experience without any loss of information or format.

User receives confirmation of successful sharing on Reddit.

Given that a user has shared an Eco-Quest achievement on Reddit, When the post is completed, Then the user should receive a notification confirming the successful share along with a link to their post.

User can view shared achievements in their EcoPaperly profile.

Given that a user has shared Eco-Quest achievements, When the user visits their EcoPaperly profile, Then all shared achievements should be displayed with corresponding links to the social media platforms where they were shared.

User edits share settings for their Eco-Quest achievements.

Given the user is in the settings menu, When the user selects 'Sharing Preferences,' Then the user should have the option to toggle social media sharing settings on or off for Eco-Quest achievements.

Peer Recognition Hub

The Peer Recognition Hub facilitates appreciation and acknowledgment among users for their contributions to sustainability. By allowing colleagues to send compliments and highlight eco-friendly actions, this feature fosters a supportive community that motivates users to remain engaged in the platform and maintain their sustainability efforts.

Requirements

Compliment Sending Feature

User Story: As a user of EcoPaperly, I want to send compliments to my colleagues for their eco-friendly actions so that I can acknowledge their contributions and foster a supportive community.
Description: The Compliment Sending Feature allows users to easily send compliments to their peers for eco-friendly actions and contributions. This functionality promotes a culture of appreciation and recognition among users, thereby enhancing user engagement within the platform. It integrates seamlessly with the user profile and notification systems, ensuring that compliments are easily accessible and visible to recipients. The expected outcome is a motivated user base that actively participates in sustainability efforts, leading to a stronger community.
Acceptance Criteria: User A wants to send a compliment to User B for their recent eco-friendly initiative, using the Compliment Sending Feature.

Given User A is logged into the EcoPaperly platform, when they select User B from the list of peers and click on the 'Send Compliment' button, then a compliment should be sent to User B successfully, and a confirmation message should be displayed to User A.

User B receives a compliment from User A and wants to view it in their notifications.

Given User B has received a compliment, when they check their notifications, then the compliment should be visible in the notifications list along with the sender's name and the date the compliment was sent.

A manager wants to review all compliments sent to their team members over the past month for appreciation purposes.

Given the manager is logged in, when they navigate to the 'Compliments History' section, then they should be able to filter compliments by team members and view all compliments sent within the past month.

User C wants to ensure that compliments they send are visible to the recipients immediately after sending them.

Given User C has sent a compliment to User D, when User D checks their profile page, then the compliment should appear on their profile and in their compliment history with the timestamp of when it was sent.

User E attempts to send a compliment without selecting a recipient.

Given User E is on the Compliment Sending interface, when they try to submit a compliment without selecting a peer, then an error message should be displayed indicating that a recipient must be selected before sending the compliment.

User F wishes to edit a compliment they sent to User G due to a typographical error.

Given User F has sent a compliment and is on their compliment history page, when they select the option to edit the compliment and save the changes, then the edited compliment should reflect immediately in User G's notifications.

Leaderboard for Recognition

User Story: As an EcoPaperly user, I want to see a leaderboard of recognized peers, so that I can feel motivated to contribute more and be acknowledged for my sustainability efforts.
Description: The Leaderboard for Recognition feature showcases the top users who have received the most compliments for their contributions to sustainability. This feature gamifies the recognition process, encouraging users to engage more with the platform to earn recognition. Leaderboard data will be updated in real time and will display user profiles, compliment counts, and eco-related metrics. By promoting healthy competition, this feature aims to motivate users to participate actively in sustainability initiatives.
Acceptance Criteria: Displaying Real-Time Leaderboard Updates

Given that a user has received a compliment, when the compliment is recorded, then the user's position on the leaderboard should update within 5 seconds and reflect the total compliments received so far.

User Profile Accessibility from Leaderboard

Given a user views the leaderboard, when they click on any user profile, then they should be directed to that user's profile page, showing their achievements and eco-related metrics.

Leaderboard Sorting Functionality

Given the leaderboard is displayed, when a user selects a sorting option (by compliments or eco-related metrics), then the leaderboard should refresh and display users sorted according to the selected criteria with accurate rankings.

Tracking Unique Compliments

Given that a user has received multiple compliments from different colleagues, when viewing the leaderboard, then the total count of unique compliments received should be displayed and accurately reflected.

Gamification Elements in Recognition

Given the leaderboard is displayed, when a user reaches a specific number of compliments, then they should receive a digital badge or acknowledgment displayed next to their name to enhance gamification and recognition.

User Feedback Mechanism for Leaderboard

Given the leaderboard is live, when users provide feedback about its usability, then their feedback should be collected and logged in a report for future improvements of the feature.

Mobile Responsiveness of Leaderboard

Given the leaderboard is accessed on a mobile device, when a user views it, then the layout should adapt dynamically to fit the screen size without losing visibility or functionality.

Customizable Recognition Badges

User Story: As an EcoPaperly user, I want to earn badges for my sustainable actions so that I can proudly display my achievements and inspire others to engage in eco-friendly practices.
Description: The Customizable Recognition Badges feature allows users to earn and display badges for various sustainability achievements, such as 'Green Leader' or 'Eco Champion'. Badges can be shared on user profiles and social media, enhancing visibility and pride in accomplishments. This feature not only motivates users to achieve specific goals but also creates a sense of belonging and community among users who engage in various eco-friendly actions. Users can customize their badge display settings, promoting individual expression within the recognition framework.
Acceptance Criteria: Displaying Recognition Badges on User Profiles

Given a user has earned a recognition badge, when they view their profile, then the badge is displayed prominently with its corresponding label and description.

Customizing Badge Display Settings

Given a user wants to customize their badge display, when they access the settings page, then they can select which badges to show or hide and save those preferences successfully.

Sharing Badges on Social Media

Given a user has earned a recognition badge, when they choose to share it on social media, then a shareable link is generated that directs to their profile and displays the earned badge.

Receiving Notifications for New Badges

Given a user qualifies for a new recognition badge, when the badge is awarded, then the user receives a notification indicating the specific badge earned along with its significance.

View Historical Badge Achievements

Given a user wishes to see their previous badges earned, when they navigate to the achievements section, then they see a chronological list of all badges with dates earned and descriptions.

Competitions for Badge Accumulation

Given multiple users are competing for recognition badges, when a user checks the leaderboard, then they see real-time updates on badge counts and ranks among peers.

Feedback on Badge Creation Process

Given a user has customized a new recognition badge, when they submit it for approval, then they receive feedback or approval status within 48 hours of submission.

Recognition Notifications

User Story: As a user, I want to receive notifications when I get compliments, so that I can feel appreciated and motivated to continue my sustainability efforts.
Description: The Recognition Notifications feature alerts users when they receive compliments or accolades through the platform. Notifications will be customizable, allowing users to choose how and when they receive updates (e.g., push notifications, emails). This timely feedback loop helps boost user morale and reinforces positive behavior while keeping users engaged with the platform. By ensuring that recognition is immediate and visible, users will be motivated to continue their sustainable efforts.
Acceptance Criteria: User receives a recognition notification for the first time after receiving compliments from colleagues.

Given a user has received a compliment from a colleague, when the notification settings are enabled, then the user should receive an immediate notification both through the platform and via email.

User customizes their notification preferences for receiving recognition alerts.

Given a user accesses the notification settings, when they select their preferred notification methods and save the changes, then the system should reflect these changes and the user should receive notifications only through their selected methods going forward.

User checks their notification history to view previous recognition alerts.

Given a user has received multiple recognition notifications, when the user accesses the notification history section, then they should see a chronological list of all received recognition notifications with timestamps and details of each compliment.

User disables recognition notifications in the settings.

Given a user is in the notification settings, when they toggle off the recognition notifications option, then the user should not receive any further recognition notifications until they opt to enable the feature again.

User receives real-time notifications while collaborating on a document that also includes recognition events.

Given a user is collaborating on a document and a colleague sends a compliment during the session, when the notification system detects the compliment, then it should immediately display a pop-up notification within the document collaboration interface.

User receives a summary of recognition events in their daily digest email.

Given a user has opted into receiving daily digest emails, when the end of the day arrives, then the user should receive an email summarizing all recognition notifications received throughout the day along with any missed notifications from prior days.

Feedback and Suggestion System

User Story: As a user of EcoPaperly, I want to provide feedback on the recognition feature so that I can help improve the platform and make it more effective for everyone.
Description: The Feedback and Suggestion System allows users to provide insights and suggestions related to the Peer Recognition Hub. This feature encourages users to share their thoughts on how to improve the recognition process or suggest new types of accolades. By facilitating direct communication between users and developers, the feature ensures that the platform continuously evolves to meet user needs. This user-centric approach fosters a sense of ownership among users and improves overall satisfaction with the feature.
Acceptance Criteria: User submits feedback via the Feedback and Suggestion System after participating in a peer recognition event, seeking to enhance the recognition experience.

Given a user clicks on the Feedback and Suggestion button after a peer recognition event, when the user submits their feedback, then the system should successfully store the feedback and display a confirmation message to the user.

A user suggests a new type of accolade through the Feedback and Suggestion System, intending to enrich the recognition options available.

Given a user selects 'Suggest an Accolade', when the user fills out the suggestion form with valid inputs and submits it, then the system should validate the submission and notify the user that their suggestion has been received.

An admin reviews the collected feedback from the users in the Feedback and Suggestion System to identify common themes and potential improvements.

Given the admin accesses the Feedback and Suggestion dashboard, when the admin views the list of all submissions, then the admin should be able to filter and categorize feedback based on date, type, and status.

Users are notified of the changes made to the Peer Recognition Hub based on their suggestions submitted through the Feedback and Suggestion System.

Given the development team implements changes based on user feedback, when these changes are deployed, then all users should receive a notification detailing the improvements and how user feedback influenced them.

A user tries to submit feedback with incomplete information through the Feedback and Suggestion System.

Given a user attempts to submit feedback with required fields left empty, when the user clicks submit, then the system should display appropriate error messages prompting the user to complete the required fields.

Carbon Footprint Calculator

The Carbon Footprint Calculator quantifies the environmental impact of users’ paper usage and digital transitions. This feature provides actionable insights on how individual and team behaviors affect carbon emissions, empowering users to make informed decisions and encouraging further participation in sustainability initiatives.

Requirements

User Input Tracking

User Story: As a user, I want to track my paper usage inputs so that I can receive accurate assessments of my carbon footprint and understand how my activities impact the environment.
Description: The User Input Tracking requirement involves the implementation of a system that captures and analyzes user inputs regarding paper usage. This feature will allow users to log their paper-related activities directly within the EcoPaperly platform. By providing a user-friendly interface, it will facilitate easy entry and correction of data, ensuring accuracy in capturing users' carbon footprints. This functionality is essential for creating a reliable foundation for the Carbon Footprint Calculator as it enables users to receive personalized insights based on their specific actions. Additionally, the historical data collected will support long-term trend analysis, guiding users in their sustainability journeys.
Acceptance Criteria: User logs their paper-related activities in EcoPaperly to track their environmental impact.

Given the user is logged into EcoPaperly, When they navigate to the User Input Tracking section and enter their paper usage details, Then the system should save the input successfully and display a confirmation message.

User wants to edit a previously entered paper usage record.

Given the user has previously logged paper usage data, When they select a specific record and update the details, Then the system should save the changes and display a success message reflecting the updated data.

User requests a summary of their paper usage over a specified period.

Given the user is logged into EcoPaperly, When they select a date range and request the summary report, Then the system should generate and display an accurate summary of their paper usage during that period.

User tries to log activity with a past date to analyze trend effectiveness.

Given the user is in the User Input Tracking section, When they attempt to enter a record with a date in the past, Then the system should allow the entry but also prompt them with a reminder about the importance of timely entries for accurate tracking.

User wants to delete a record of paper usage they no longer need.

Given the user is viewing their logged paper usage records, When they select a specific record and choose to delete it, Then the system should remove the record and confirm the deletion with a success message.

Users wish to view trends in their paper usage over time.

Given the user has logged multiple entries, When they navigate to the trends section, Then the system should display a graphical representation of their paper usage over time, including insights for improvement.

User wants to receive notifications for data entry errors.

Given the user is entering data in the User Input Tracking, When they submit a record with incomplete or incorrect information, Then the system should display an error notification specifying the issues that need correction before saving.

Automated Carbon Calculation

User Story: As a user, I want the system to automatically calculate my carbon emissions from my paper usage so that I don’t have to manually compute my footprint, saving me time and effort.
Description: The Automated Carbon Calculation requirement is focused on developing an algorithm that will automatically calculate the carbon footprint based on the data inputs submitted by the users. This feature will employ a predefined set of coefficients and factors associated with various types of paper usage and digital document management practices. The end goal is to ensure that users receive timely and precise feedback on their carbon emissions without manual effort. Accurate calculations will empower users to identify high-impact areas and make informed decisions to reduce their environmental impact. Additionally, the calculation will integrate seamlessly with existing data entry processes and outputs actionable insights regarding potential reductions in carbon usage.
Acceptance Criteria: Users input their paper usage and digital document management data into the EcoPaperly platform, initiating the automated carbon calculation process to receive instant feedback on their carbon emissions.

Given that users have input their data, when the automated carbon calculation is triggered, then the system must return accurate carbon emissions within 5 seconds based on predefined coefficients.

The calculation of carbon footprint should consider various types of paper usage (e.g., printed documents, handwritten notes) and digital practices (e.g., email communication, cloud storage) to give a comprehensive assessment to users.

Given that users enter diverse types of paper and digital usage data, when the calculation is performed, then the result must include a detailed breakdown showing the contribution of each input type to the total carbon emissions.

Users receive actionable insights related to their carbon footprint, enabling them to understand their environmental impact and identify areas for improvement.

Given that the accurate carbon footprint is calculated, when users view the results, then they must see at least three personalized recommendations for reducing their carbon impact, supported by data trends.

The automated carbon calculation tool is integrated within existing workflows, allowing users to calculate their carbon footprint effortlessly without leaving their current task.

Given that users are working within the EcoPaperly platform, when they input relevant paper and digital usage data, then the calculation must be performed seamlessly, requiring no additional steps or interruptions to their workflow.

End-users can easily understand the output of the carbon calculation, ensuring that the information is accessible even for users with minimal technical knowledge.

Given that the carbon calculation has been completed, when users access the results, then they must receive the information in a clear and user-friendly format, including visual aids such as graphs and charts that depict their carbon footprint over time.

The carbon calculation algorithm should be able to process varying data inputs from multiple users simultaneously without performance degradation.

Given that multiple users are utilizing the system to input data at the same time, when the automated carbon calculation is running, then the response time must not exceed 3 seconds for any user input while maintaining accuracy.

The algorithm's performance is regularly reviewed to ensure ongoing accuracy and relevance of carbon calculation based on the evolving understanding of paper usage impacts.

Given that the system has been in use for a defined period, when a performance review is conducted, then at least 90% of calculated carbon footprints must align within a margin of error defined (e.g., ±5%) when compared to established industry standards or updated coefficients.

Visualization Dashboard

User Story: As a user, I want to view my carbon footprint through a visual dashboard so that I can easily understand my progress and be motivated to reduce my impact further.
Description: The Visualization Dashboard requirement entails the creation of an interactive dashboard that presents the user's carbon footprint data in an easily digestible format. This dashboard will include graphs, charts, and comparative metrics allowing users to visualize their individual or team impact over time. Incorporating key performance indicators will enable users to set targets and track their progress towards sustainability goals. The dashboard will play a crucial role in motivating users by demonstrating the environmental benefits of their actions clearly. Additionally, it will foster a sense of community and competition within organizations, encouraging engagement and participation in sustainability initiatives.
Acceptance Criteria: User accesses the Visualization Dashboard to view their personalized carbon footprint data over the past month.

Given the user is logged into EcoPaperly, when they navigate to the Visualization Dashboard, then they should see a graphical representation of their carbon footprint data for the past month, displaying data in charts and graphs.

User sets a new sustainability target using the Visualization Dashboard.

Given the user is viewing their carbon footprint data, when they input a new sustainability target into the target setting feature, then the dashboard should update to reflect the target alongside their current progress towards it.

User compares their carbon footprint with their team's average on the Visualization Dashboard.

Given the user is logged in and has access to team data, when they select the 'Compare with Team' option on the Visualization Dashboard, then they should see a comparative metric showing their individual carbon footprint against the team's average carbon footprint.

User interacts with the graph elements of the Visualization Dashboard to gain detailed insights.

Given the user is viewing a graph on the Visualization Dashboard, when they hover over specific data points, then tooltip pop-ups should display additional information, such as exact values and percentages for that data point.

User accesses community leaderboards on the Visualization Dashboard to view standings among peers.

Given the user is logged in, when they navigate to the community leaderboard section of the Visualization Dashboard, then they should see a ranked list of users within their organization based on their carbon footprint reductions.

User receives motivational feedback on the Visualization Dashboard after achieving a sustainability milestone.

Given the user has successfully completed a sustainability milestone, when they return to the Visualization Dashboard, then they should receive a notification or message that congratulates them and highlights the environmental impact of their achievement.

User filters carbon footprint data by date range within the Visualization Dashboard.

Given the user is on the Visualization Dashboard, when they select a specific date range from the filtering options, then the presented data and graphs should automatically update to reflect only the data within the specified range.

Personalized Action Recommendations

User Story: As a user, I want personalized recommendations on how to reduce my carbon footprint so that I can take specific actions based on my habits and contribute more effectively to sustainability efforts.
Description: The Personalized Action Recommendations requirement consists of developing a feature that provides tailored suggestions for users on how they can reduce their carbon footprint based on their individual data. This functionality will analyze user behavior and compare it against established best practices in sustainability. Recommendations may include changing specific processes, adopting alternative digital solutions, or participating in organizational initiatives. By empowering users with customized strategies, this feature aims to increase user engagement, drive positive behavior change, and ultimately enhance the overall effectiveness of the Carbon Footprint Calculator within the EcoPaperly platform.
Acceptance Criteria: User accesses the Carbon Footprint Calculator and inputs their paper usage data to receive personalized action recommendations.

Given a user inputs their paper usage data into the Carbon Footprint Calculator, when the user requests personalized recommendations, then the system should provide at least three actionable suggestions based on their input and sustainability best practices.

A user logs in to EcoPaperly and views their dashboard where personalized action recommendations are displayed.

Given a user is logged into EcoPaperly, when the user views the dashboard, then they should see a dedicated section for Personalized Action Recommendations tailored to their carbon footprint data, updated in real-time.

A user engages with the personalized recommendations and provides feedback on their relevance and usefulness.

Given a user has received personalized recommendations, when the user provides feedback through a rating system (1 to 5 stars), then the system must capture and display the average rating for each recommendation provided by the user.

User receives notifications about newly available recommendations based on changes in their paper usage or organization initiatives.

Given a user’s paper usage has significantly changed or new sustainability initiatives are introduced, when the user logs into EcoPaperly, then they must receive a notification highlighting new personalized recommendations relevant to their updated data.

A user wishes to compare their current carbon footprint with previous values after implementing recommendations.

Given a user has implemented personalized recommendations, when they access their Carbon Footprint history, then they should see a comparative report displaying changes in their carbon footprint over time, including before and after implementation data.

A user wants to share their personalized action recommendations with their team to promote general awareness and engagement in sustainability practices.

Given a user is viewing their personalized action recommendations, when they select a 'Share' option, then the system must allow them to share the recommendations via email or internal messaging in the EcoPaperly platform.

Shared Workspace Hub

The Shared Workspace Hub offers a centralized platform where teams can collaborate on documents in real-time. This feature allows users to edit, comment, and track changes seamlessly, enhancing communication and ensuring that all team members are always on the same page. By fostering an interactive environment, the Shared Workspace Hub significantly reduces email clutter and accelerates project timelines.

Requirements

Real-time Document Editing

User Story: As a team member, I want to edit documents in real-time with my colleagues so that we can work together more efficiently and track changes seamlessly.
Description: The Real-time Document Editing requirement enables multiple users to simultaneously edit documents within the Shared Workspace Hub. This feature will allow team members to make changes, provide feedback, and observe edits in real-time, thereby improving collaboration and reducing the likelihood of version control issues. The implementation will involve integrating WebSocket technology for instantaneous communication of changes, ensuring that all users see updates as they happen. This will foster a collaborative work environment, increase productivity, and streamline project timelines by eliminating the need for constant email exchanges and file sharing.
Acceptance Criteria: Users are collaborating on a project document within the Shared Workspace Hub during a weekly team meeting, with several team members making edits, adding comments, and reviewing changes simultaneously.

Given that multiple team members are editing a document simultaneously, When a user makes an edit, Then all other users should see the change reflected in real-time without any noticeable delay.

A team member adds a comment to a section of the document in the Shared Workspace Hub regarding updates needed for an upcoming presentation while others are actively viewing the document.

Given a user has added a comment to a document, When another user views the document, Then the new comment should be immediately visible to all users in the workspace.

A team of remote employees is collaborating on a document for a grant proposal, utilizing the real-time editing feature in the Shared Workspace Hub to ensure everything is up-to-date and errors are minimized before submission.

Given that the document is being edited by multiple users, When any user saves changes, Then the document should automatically reflect those changes for all users without additional reloads or prompts.

During a project review session, team members are discussing and editing the same live document in the Shared Workspace Hub, making changes actively based on feedback from others in the meeting.

Given that users are editing the same document, When one user makes a change, Then all changes should be tracked, and a history of edits should be available for users to review over time.

A group of users is working together on a document while attending a virtual workshop, requiring them to make real-time edits and provide feedback collectively.

Given that a user deletes a paragraph in the document, When this action is taken, Then other users should see a notification indicating the paragraph has been deleted and the change should occur in their view within 1 second.

A project team is using the Shared Workspace Hub for editing event materials, and multiple team members have different items open for editing in the same document.

Given multiple users have different cursor locations in the document, When edits are made, Then users should see an indicator showing where each collaborator’s cursor is located to promote awareness of active changes.

During a brainstorming session, team members utilize the shared document feature to compile and edit ideas for their upcoming marketing campaign in real-time.

Given that users are making edits simultaneously, When any user employs the undo action, Then the previous version of the document should restore for all users actively viewing it, ensuring consistency of changes across different sessions.

Comment and Annotation Feature

User Story: As a user, I want to be able to comment on documents so that I can provide feedback and engage in discussions without leaving the workspace.
Description: The Comment and Annotation Feature enables users to leave comments and annotations on specific parts of documents within the Shared Workspace Hub. This will allow for feedback, discussions, and clarifications directly within the document context, which enhances team communication and understanding. The comments can be threaded for specific discussions and assigned to relevant team members to ensure accountability and follow-up. This requirement is crucial as it will reduce the number of separate communication tools needed and centralize discussions around the document itself, thereby streamlining the workflow.
Acceptance Criteria: User adding comments to a document in the Shared Workspace Hub.

Given a user is viewing a document, when they click on a specific section and enter a comment, then the comment should be visible to all team members with access to the document and be correctly associated with that section.

User replying to a comment thread in the Shared Workspace Hub.

Given a comment has been made on a document, when another user replies to that comment, then the reply should appear in the same thread, clearly indicating which comment it is responding to.

User assigning comments to team members for follow-up.

Given a user has added a comment, when they assign the comment to another team member, then the assignment should notify the assigned member and appear in their tasks list within the Shared Workspace Hub.

User editing an existing comment within a document.

Given a user has previously added a comment, when they choose to edit that comment, then the changes should be saved successfully and display the updated text without losing the context of the original comment.

User marking comments as resolved after discussion.

Given a comment thread has been discussed and deemed resolved, when a user marks the comment as resolved, then the comment should be visually indicated as resolved and removed from the active comments list.

User accessing the history of comments on a document.

Given a user is looking at the comments in a document, when they request to view the comment history, then they should see a log of all comments made, who made them, and when they were added or modified.

Change Tracking Mechanism

User Story: As a project manager, I want to track changes made to documents so that I can ensure accountability and assess the evolution of ideas during discussions.
Description: The Change Tracking Mechanism requirement will implement a feature that allows users to track and review all changes made to a document. This includes keeping a chronological history of edits, along with information on who made each change and when it was made. This feature is essential for maintaining transparency in collaborative projects and will enable teams to revert to previous versions if necessary. Integration will involve backend support for version control and a user-friendly interface that presents change logs in an accessible format. This will empower teams to feel secure in their collaborative efforts and provide peace of mind when making significant changes.
Acceptance Criteria: User accesses a document in the Shared Workspace Hub and initiates track changes while editing.

Given the user opens a document, when they enable the change tracking mechanism, then all edits made by the user should be recorded with a timestamp and username.

User requests a history of changes made to a collaborative document to review previous edits and contributors.

Given the user selects the 'view change history' option, when they access the change log, then they should see a chronological list of all changes, including the editor's name and time of each edit.

User decides to revert a document to an earlier version after reviewing the change history.

Given the user has viewed the change history, when they select a previous version and confirm the revert action, then the document should be restored to that specific version without any loss of other data.

User collaborates with team members on a document and wants to track contributions over time.

Given multiple users are editing a document, when changes are made, then the change tracking should reflect all individual contributions, making it clear who made each modification.

User experiences a need to understand how many changes have been made to a document since its creation.

Given the user accesses the document settings, when they view the document statistics, then they should see a count of total changes made to the document since it was created.

User needs to ensure that the change tracking feature meets organization compliance requirements.

Given the organization requires change tracking logs to be exported, when the user selects the export option, then they should be able to download the change log in a compliant format (such as CSV or PDF).

Document Permissions Management

User Story: As a document owner, I want to set permissions for my shared documents so that I can control who can edit or view the information, maintaining security and compliance.
Description: The Document Permissions Management feature will allow users to define and manage access levels for each document shared within the Workspace Hub. This capability will grant administrators and document owners the ability to set permissions such as view, edit, or comment for different team members, ensuring that sensitive information is secured while promoting collaboration. It will facilitate a controlled environment where users can work freely without compromising document integrity. Implementation will require a user-friendly interface for permission settings and backend integration to enforce those permissions consistently across the platform.
Acceptance Criteria: Set Document View Permissions for Team Members

Given an administrator is on the Document Permissions Management interface, when they select 'view' permissions for a specific document and assign it to a team member, then that team member should only be able to view the document without editing or commenting capabilities.

Change Document Edit Permissions

Given a document owner has granted 'edit' permissions to a team member, when the owner changes the permissions to 'view' only, then the team member should no longer have the ability to edit the document and should only be able to view it.

Commenting Permissions on Shared Documents

Given a user has been given 'comment' permissions on a document, when they attempt to comment on the document, then their comments should be saved and visible to all users with permission to view the document.

Accessing Restricted Documents

Given a team member attempts to access a document they do not have permissions for, when they try to open the document, then they should receive a notification stating they do not have the necessary permissions to access it.

Bulk Update of Permissions

Given an administrator is in the Document Permissions Management interface, when they select multiple documents and assign 'edit' permissions to a certain user, then all selected documents should reflect the updated permissions for that user.

View Permission Audit History

Given an administrator is in the Document Permissions Management interface, when they request the audit history for document permissions, then they should see a detailed log of all previous permission changes for that document.

User Interface for Permissions Management

Given a user accesses the Document Permissions Management interface, when they view the page, then the interface should be user-friendly, clearly displaying current permissions and allowing easy modifications.

Integration with External Tools

User Story: As a user, I want to integrate the Shared Workspace Hub with my existing tools so that I can have a unified workflow and improve my productivity.
Description: The Integration with External Tools requirement aims to connect the Shared Workspace Hub with popular productivity tools such as project management software, calendar applications, and communication platforms. This integration will allow users to link tasks, set reminders, and have seamless transitions between applications, ultimately enhancing productivity and the user experience. It will identify key APIs from established tools to facilitate synchronization of tasks and documents, thus creating a more cohesive workflow. This feature is pivotal in ensuring that users can utilize their existing tools while benefiting from the enhanced collaboration in EcoPaperly.
Acceptance Criteria: User connects the Shared Workspace Hub to a popular project management tool such as Asana or Trello while setting up their workspace for the first time.

Given the user has an account with a valid project management tool, when they select the integration option in the Shared Workspace Hub and enter their credentials, then the connection should be established successfully, allowing the user to view and link tasks from the external tool in EcoPaperly.

A user creates a new task in the Shared Workspace Hub and wants to set a reminder that syncs with an external calendar application like Google Calendar.

Given the user creates a task with a designated due date and selects 'Set Reminder', when they choose the option to sync with their Google Calendar, then the reminder should appear in both the Shared Workspace Hub and the Google Calendar, updated in real-time.

Team members need to collaborate on a document in real-time using the Shared Workspace Hub while also utilizing existing communication tools such as Slack or Microsoft Teams.

Given the document is open in the Shared Workspace Hub, when the user sends a notification to team members via Slack or Microsoft Teams about the document's location, then all invited team members should receive the notification and be able to access the document directly from the link provided.

A user wants to review changes made in a shared document after integrating the Shared Workspace Hub with an external document editing tool.

Given the user has integrated the external editing tool with the Shared Workspace Hub, when they navigate to the document history section, then they should see a complete log of changes made, including timestamps and authors, allowing for easy tracking of edits.

An administrator wants to manage API keys and permissions for the integrations to ensure secure access by team members.

Given the administrator is logged into their EcoPaperly account, when they access the integration settings, then they should be able to add, revoke, or modify API keys and user permissions effectively, ensuring that only authorized users have access to external tools.

Task Assignment Tracker

The Task Assignment Tracker empowers users to assign tasks to team members directly within EcoPaperly, complete with deadlines and priority levels. This feature promotes accountability by allowing users to monitor progress and receive notifications when tasks are completed. By streamlining project management, the Task Assignment Tracker ensures projects stay on track while minimizing the use of physical documents.

Requirements

User Task Assignment

User Story: As a project manager, I want to assign tasks to my team members with deadlines and priority levels so that I can ensure accountability and track the progress of our projects effectively.
Description: The User Task Assignment requirement allows users to assign specific tasks to team members within the EcoPaperly platform. This functionality will facilitate a more organized workflow by enabling users to set clear deadlines and designate priority levels for each task. By integrating this feature within the existing project management tools of EcoPaperly, users can enhance accountability and streamline communication around project deadlines. It will also support real-time updates, ensuring that all team members are informed of their responsibilities and can work collaboratively towards task completion, thereby reducing reliance on physical documentation and enhancing operational efficiency.
Acceptance Criteria: User assigns a task to a team member with a set deadline and priority level in EcoPaperly.

Given a user is logged into EcoPaperly, when they navigate to the Task Assignment feature, then they can assign a task to a team member, set a deadline, and assign a priority level, which is stored in the system without errors.

Team member receives a notification of a newly assigned task with deadline and priority in EcoPaperly.

Given a task has been assigned to a team member in EcoPaperly, when the assignment is made, then the team member receives a notification via the platform indicating the task details, including deadline and priority level.

User views the progress of assigned tasks in EcoPaperly.

Given a user is on the Task Assignment Tracker page, when they select a team member's name, then they can see all tasks assigned to that member, including their statuses, deadlines, and priority levels.

Team member marks a task as completed in EcoPaperly.

Given a team member is viewing their assigned tasks, when they mark a task as completed, then the system updates the task status to 'completed' and sends a notification to the user who assigned the task.

User edits an existing task's details in EcoPaperly after it has been assigned.

Given a user is viewing the Task Assignment Tracker, when they select an assigned task, then they can edit the task's details (e.g., deadline and priority), and the changes reflect immediately in the system.

User generates a report on task assignments for a project in EcoPaperly.

Given a user needs to analyze tasks for a project, when they request a report on task assignments through the reporting feature, then the system generates a report containing all relevant tasks, their statuses, and assignees for the specified project.

Multiple users collaborate on a single task within EcoPaperly.

Given a user assigns a task that requires input from multiple team members, when they add those members to the task, then each assigned member can view and contribute to the task's progress in real-time.

Task Progress Notifications

User Story: As a team member, I want to receive notifications about updates on tasks assigned to me so that I can stay informed and manage my work effectively.
Description: The Task Progress Notifications requirement ensures that users receive real-time updates when tasks assigned to them are started, updated, or completed. This notification system will enhance transparency and improve team collaboration, enabling users to stay informed about changes and updates related to their tasks. The notifications will be customizable, allowing users to choose the type and frequency of alerts they receive. This feature is intended to keep team members engaged and informed, reducing the chances of missed deadlines and enhancing overall project accountability.
Acceptance Criteria: As a user, I want to receive notifications when tasks assigned to me are started, so that I can begin my work promptly and stay aligned with the team.

Given a task assigned to the user is started, when the task status changes to 'In Progress', then the user should receive an instant notification indicating that the task has started.

As a user, I need to be notified when a task assigned to me is updated, ensuring I remain aware of any changes that might affect my work.

Given a task assigned to the user is updated, when any field of the task (such as due date or priority) is modified, then the user should receive a notification detailing the changes made.

As a user, I want to receive a notification when a task assigned to me is completed, so that I can track my progress and manage my workload effectively.

Given a task assigned to the user is marked as completed, when the task status changes to 'Completed', then the user should receive a confirmation notification that the task is done.

As a user, I would like to customize my notification preferences to receive alerts that matter most to me, ensuring I am not overwhelmed by unnecessary notifications.

Given the user accesses the notification settings, when the user selects their preferred types of notifications (for task started, updated, or completed), then the system should save and apply these preferences accordingly.

As a user, I want to be able to see a log of past notifications, so I can refer back to them for any missed updates.

Given the user accesses the notifications history, when the user views the list of past notifications, then the system should display all notifications related to tasks assigned to the user in chronological order.

As a user, I want to control the frequency of notifications I receive, to ensure that I am not distracted by constant alerts.

Given the user adjusts the notification frequency settings, when the user selects options for receiving notifications (e.g., immediately, daily summary), then the system should adhere to the selected frequency for all notifications.

Deadline Management System

User Story: As a team leader, I want to see all upcoming task deadlines on a single calendar so that I can manage my team’s workload and deadlines more effectively.
Description: The Deadline Management System requirement introduces a calendar integration that allows users to visualize upcoming task deadlines and milestones within EcoPaperly. This functionality will help users prioritize their work, manage their time effectively, and avoid overcommitment. By providing a unified view of all deadlines, the system ensures that users can proactively address potential schedule conflicts and maintain project momentum. This enhancement will serve to further optimize workflow processes and improve overall productivity without the need for additional scheduling tools.
Acceptance Criteria: As a user, I want to see a visual calendar view of all my upcoming deadlines within EcoPaperly so that I can quickly assess my workload and prioritize tasks accordingly.

Given that I am logged into EcoPaperly, When I navigate to the Deadline Management System, Then I should see a calendar interface displaying all my assigned task deadlines for the current month.

As a project manager, I want to filter tasks by priority level in the Deadline Management System so that I can focus on high-priority tasks first.

Given that I am on the Deadline Management System page, When I apply a filter for 'High' priority tasks, Then I should see only high-priority tasks in the displayed list.

As a user, I want to receive notifications for upcoming deadline reminders within EcoPaperly to ensure I do not miss any important tasks.

Given that I have assigned tasks with deadlines, When a deadline is approaching within 24 hours, Then I should receive a notification alerting me of the upcoming deadline for those tasks.

As a team lead, I want to visualize milestone dates on the calendar to confirm project timelines align with team capacity.

Given that I have created milestones within a project, When I view the Deadline Management System, Then I should see milestone markers on the calendar on the respective dates.

As a user, I want the option to add recurring deadlines to my tasks in EcoPaperly to save time on task creation for routine responsibilities.

Given that I am creating a task, When I select the 'Recurring' option and set a frequency (e.g., daily, weekly), Then I should be able to save the task with the specified recurring deadline.

As an admin, I want to generate a report on overdue tasks through the Deadline Management System to monitor team performance.

Given that I have admin privileges, When I access the reporting feature in the Deadline Management System, Then I should be able to generate a report listing all tasks that are past their due dates.

As a user, I want to integrate my personal calendar (e.g., Google Calendar) with EcoPaperly’s Deadline Management System to synchronize deadlines seamlessly.

Given that I have set up the integration, When I add a deadline in EcoPaperly, Then it should automatically reflect on my personal calendar without any delay.

Task History Log

User Story: As a project coordinator, I want to access the history of modifications made to tasks so that I can review the decision-making process and enhance project documentation.
Description: The Task History Log requirement enables EcoPaperly users to track the history of changes made to tasks, including assignments, status updates, and comments. This feature provides a comprehensive view of task evolution and accountability, allowing users to understand the context of task changes and decisions made throughout the project. By integrating this logging capability, users can improve their project documentation and have a reliable reference for any future audits or reviews, ultimately supporting better project evaluation and learning.
Acceptance Criteria: Users are able to view the task history log to track changes made to tasks assigned to them, including who made the changes and when.

Given a user navigates to the task history log for a specific task, When the user clicks on the log, Then the task history should display all changes made, including assignments, status updates, and comments in chronological order.

Users receive notifications when a task's status is updated, ensuring they are aware of changes to tasks they are involved in.

Given a task status is updated by any team member, When the change is saved, Then all users assigned to the task should receive a notification about the status update.

Users should be able to filter the task history log based on different criteria, such as date range, user who made the change, or type of change (assignment, status update, comment).

Given a user accesses the filtering options on the task history log, When the user selects criteria to filter by, Then the log should only display entries that match the selected filters.

Users can access the task history log from the task details page to understand the evolution of tasks they are tracking.

Given a user is on the task details page, When the user clicks on the 'View Task History' button, Then the task history log should appear within the task detail section displaying all relevant changes.

Users are able to export the task history log as a CSV file for documentation purposes.

Given a user is viewing the task history log, When the user clicks on the 'Export as CSV' button, Then the task history should be downloaded as a CSV file containing all entries displayed in the log.

Users should be able to add comments to the task history log for each change made to provide additional context.

Given the task history log is displayed, When a user selects a change entry, then the user should have the option to add a comment that will be saved and displayed with that entry.

The task history log should have a maximum loading time to ensure users can quickly access the information they need without delays.

Given a user opens the task history log, When the log is loading, Then all entries should be displayed within 3 seconds to ensure a seamless user experience.

Team Performance Analytics

User Story: As a project manager, I want to analyze my team's performance metrics over time so that I can make informed decisions on resource allocation and project planning.
Description: The Team Performance Analytics requirement gathers data on task completion rates, average time to complete tasks, and team member contributions. This analytics tool will provide insights into team performance, enabling project managers to identify areas for improvement, acknowledge high-performing team members, and optimize resource allocation. By integrating performance metrics within EcoPaperly, organizations can make data-driven decisions about team dynamics and project strategies, leading to enhanced efficiency and productivity.
Acceptance Criteria: Team Performance Metrics Dashboard Access

Given a project manager is logged into EcoPaperly, When they navigate to the Team Performance Analytics section, Then they should see an interactive dashboard displaying task completion rates, average time to complete tasks, and individual team member contributions.

Exporting Team Performance Reports

Given a project manager has generated team performance analytics, When they click on the 'Export' button, Then a downloadable report in PDF format should be provided, including all relevant metrics and insights.

Real-time Notification of Task Updates

Given a team member completes a task assigned to them, When the task status is updated, Then the assigned project manager should receive a real-time notification about the task completion via in-app message.

Filter and Sort Performance Data

Given a project manager is viewing the Team Performance Analytics dashboard, When they apply filters by date range and team members, Then the dashboard should update to reflect the filtered performance data appropriately.

Comparative Performance Analysis

Given multiple team members are assigned tasks, When the project manager views the performance analytics, Then they should be able to compare task completion rates between team members in a visual format, such as a bar chart.

Integration with Other Tools

Given the Team Performance Analytics is integrated with third-party project management tools, When a task is completed in the external tool, Then the completion status should automatically update in EcoPaperly's analytics dashboard.

User Access Level for Performance Data

Given different user roles exist in EcoPaperly, When a non-admin user attempts to access the Team Performance Analytics, Then they should only see the metrics related to their own tasks and performance, not the overall team performance.

Custom Task Labels

User Story: As a team member, I want to create custom labels for my tasks so that I can categorize them according to my workflow preferences and improve my task management.
Description: The Custom Task Labels requirement empowers users to create and assign customized labels to tasks based on specific project needs or categories. This feature enhances the organization of tasks and facilitates the prioritization process, allowing users to filter and sort tasks according to their unique workflows. By providing this customization capability, EcoPaperly ensures that users can tailor the task management experience to better suit their projects and improve overall workflow efficiency.
Acceptance Criteria: Creating and Assigning Custom Labels to Tasks in EcoPaperly

Given a user has access to the Task Assignment Tracker, when they create a custom label and assign it to a task, then the label should appear on the task overview and be searchable using the label's name.

Filtering Tasks by Custom Labels

Given a user has multiple tasks with different custom labels assigned, when they apply a filter using one of the custom labels, then only the tasks with that label should be displayed in the task list.

Editing Existing Custom Labels

Given a user has already assigned a custom label to a task, when they edit the label's name, then the updated label name should replace the old name in all tasks that were previously assigned that label.

Deleting Custom Labels from Tasks

Given a user has assigned a custom label to a task, when they delete that label, then the label should be removed from all tasks that were assigned that label without causing any data loss.

Setting Priorities for Tasks with Custom Labels

Given a user is assigning a custom label to a new task, when they also set a priority level for the task, then the priority level should be retained and displayed alongside the task and its custom label.

Receiving Notifications for Tasks with Custom Labels

Given a user has assigned a custom label to a task and that task is completed, when the task's status changes, then the user should receive a notification indicating that the task with the custom label is completed.

Sorting Tasks by Custom Labels

Given a user has multiple tasks with custom labels, when they choose to sort tasks by custom label, then the tasks should be rearranged in the task list based on the selected custom label criteria without errors.

Integrated Messaging Platform

The Integrated Messaging Platform facilitates instant communication among team members without leaving the EcoPaperly environment. This feature includes direct messaging and group chats, which allow for quick discussions and decision-making. By reducing external communication barriers, teams can collaborate more effectively and share valuable insights, enhancing overall productivity.

Requirements

Real-time Notification System

User Story: As a team member, I want to receive real-time notifications for new messages so that I can respond promptly and keep conversations flowing without delays.
Description: The Real-time Notification System ensures users receive instant alerts for new messages, updates, or mentions within the Integrated Messaging Platform. This feature enhances user engagement and ensures that important communications are not missed. By integrating with existing workflows, it provides a seamless experience, allowing users to stay informed and react quickly to developments, leading to faster decision-making and improved team collaboration.
Acceptance Criteria: User receives a notification for a new message in a one-on-one chat while using the Integrated Messaging Platform.

Given the user is logged in and actively using the Integrated Messaging Platform, when a new message is received in a one-on-one chat, then the user should receive a real-time notification alerting them of the new message.

User receives an alert when they are mentioned in a group chat.

Given the user is a participant in a group chat, when another user mentions their name in a message, then the user should receive a real-time notification of the mention regardless of their current activity on the platform.

User wants to ensure notifications work while using other features of the platform.

Given the user is navigating through different features of EcoPaperly, when a new message or mention happens, then the user should still receive a notification without any delay or overlap with other ongoing activities.

User wants to customize their notification settings for the real-time alert system.

Given the user has access to the notification settings, when they customize their alert preferences for messages and mentions, then the system should accurately reflect their choices and provide notifications accordingly.

User checks the history of notifications received to ensure no important messages were missed.

Given the user has a notification history feature, when they access this feature, then they should be able to see a complete list of all notifications received regarding messages and mentions with timestamps.

Message Search Functionality

User Story: As a user, I want to search for specific messages so that I can find important information without scrolling through endless chat threads.
Description: The Message Search Functionality allows users to quickly locate specific messages or discussions within the Integrated Messaging Platform. Users can employ keywords, filters, or dates to streamline their search process, enhancing accessibility to important conversations. This capability reduces time spent searching through messages and improves information retrieval, thereby supporting productivity and effective communication among team members.
Acceptance Criteria: User initiates a search for specific messages related to a project deadline discussion within the Integrated Messaging Platform.

Given the user is on the messaging screen, when they enter the keyword 'project deadline' into the search bar, then the system should display all messages containing the keyword 'project deadline' within 2 seconds.

A user attempts to filter messages based on a specific date range to find discussions about a team meeting.

Given the user selects a date range from January 1, 2025, to January 5, 2025, when they click the 'Filter' button, then the system should return only the messages sent within that date range, displaying them sorted by the most recent date.

A user wants to find a message that includes a specific phrase from previous discussions in a group chat.

Given the user types the exact phrase 'budget review' into the search function, when they press enter, then the system must return any messages containing the exact phrase 'budget review' and highlight the matching text.

Multiple users need to quickly find messages related to a specific topic discussed in a team collaboration session.

Given multiple users access the messaging platform and conduct a search for the keyword 'team collaboration', when any user enters this keyword, then all relevant messages should be visible to all users with a maximum load time of 3 seconds.

A user is trying to identify messages with attachments related to a compliance issue.

Given the user initiates a search with the filter set to 'attachments' under compliance topics, when they click 'Apply', then the system should show all messages that contain attachments, clearly indicating which messages have docs or files attached.

A user wants to locate a message by entering multiple keywords, including filtering for a specific sender.

Given the user enters keywords 'report' and 'John Doe' and selects the filter for 'messages from John Doe', when they execute the search, then the system should return messages that match both the keywords and the sender filter as a combined result.

A user searches for messages using a keyword that does not exist in the message history.

Given the user enters the keyword 'xyztest123' into the search bar, when they perform the search, then the system should return a message indicating 'No messages found for the search query',' status':'To Do

User Presence Indicators

User Story: As a user, I want to see which team members are online so that I can know the best time to initiate conversations without waiting for replies.
Description: User Presence Indicators show the online/offline status of team members within the Integrated Messaging Platform. This feature adds a layer of awareness for users, helping them know when to initiate conversations based on availability. By visualizing team member status, it aids in reducing interruptions and improves overall communication efficiency, as users are more likely to reach out when their colleagues are available.
Acceptance Criteria: User logs into EcoPaperly and accesses the Integrated Messaging Platform during business hours, seeking to initiate a conversation with a team member.

Given the user is logged into the Integrated Messaging Platform, when they look at the user presence indicators, then they should see a green dot next to users who are online and a red dot next to users who are offline.

User wants to send a message to a specific colleague and checks their presence status before initiating the conversation.

Given the user is on the messaging platform, when they hover over the colleague's name, then the user presence indicator should display 'Available' if the user is online, and 'Offline' if not.

A user notices that a colleague is offline while they are reviewing project documents and decides to send them a message.

Given the user is reviewing documents and sees a colleague with a red presence indicator, when they click on the colleague's name to send a message, then they should receive a prompt indicating the colleague is offline and unable to receive messages.

A team member is in a scheduled meeting and wants to update their presence status.

Given that the user is in a meeting, when they set their presence status to 'Do Not Disturb', then the presence indicator should change to a yellow dot and display 'Do Not Disturb' next to their name.

A user wishes to receive notifications regarding their colleagues' status changes in real-time.

Given a user is active on the Integrated Messaging Platform, when any team member's presence status changes from offline to online, then the user should receive a notification regarding this status change.

A user logs out of EcoPaperly and wants to ensure their presence status reflects their offline status accurately.

Given the user logs out of the Integrated Messaging Platform, when another user checks their presence status, then they should see the red offline indicator next to the user's name.

A new team member is added to the messaging platform, and the user wants to verify their presence indicators during their introduction.

Given a user is added to the Integrated Messaging Platform, when they log in for the first time, then their presence indicator should default to online status for a brief period until they set their own status.

Emojis and Reactions

User Story: As a user, I want to use emojis to react to messages so that I can quickly express my feelings without extensive typing.
Description: Integrating Emojis and Reactions allows users to express their sentiments quickly in conversations without needing to write lengthy responses. This feature enhances user engagement and promotes a friendly team culture, while also enabling quick feedback during discussions. Users can react to messages in real-time, which can be used to gauge team sentiments and foster an inclusive environment.
Acceptance Criteria: User expresses positivity towards a team's project update using emojis in a group chat.

Given that a user is in a group chat, when they select an emoji reaction from the available options, then the selected emoji should appear next to the relevant message indicating their reaction.

User interacts with a message in a direct chat by reacting with a thumbs up emoji.

Given that a user receives a message in a direct chat, when they click on the thumbs up emoji, then the emoji should be displayed in the message thread and count towards the total reactions visible to all participants.

A user wants to gauge team sentiment during a brainstorming session by having different emoji reactions available for quick feedback.

Given that a user initiates a brainstorming session in a group chat, when they present an idea and request feedback, then all participants should have the option to react with predefined emoji responses, which should be visible to the entire group.

User wants to analyze the general mood of team conversations over a specified time frame using emoji reactions data.

Given that user data shows total emoji reactions per conversation over the past week, when the user navigates to the report section, then they should see a summary of the most common emoji reactions and a corresponding sentiment analysis based on the reactions.

A team lead wants to promote a friendly atmosphere and encourages emoji reactions for every message sent in a team chat.

Given that a team lead posts a message in a team chat encouraging emoji reactions, when any member reacts with an emoji, then all reactions should be visible in real-time beneath the message, enhancing engagement.

User encounters a technical issue with emoji reactions failing to display in a chat.

Given that a user attempts to use emoji reactions in a chat, when an error occurs that prevents the emoji from displaying, then the user should receive an error message indicating the issue and a suggestion to refresh the chat.

Message Archival and Retrieval

User Story: As a user, I want to archive messages so I can easily retrieve important conversations and maintain organizational knowledge without losing valuable information.
Description: The Message Archival and Retrieval feature ensures that all conversations within the Integrated Messaging Platform can be stored securely and retrieved as needed. This not only provides a safety net for important communications but also enables organizations to maintain compliance with data retention policies. Users can access historical conversations for reference, ensuring that valuable insights are never lost.
Acceptance Criteria: Successful Archival of All Messages Within Integrated Messaging Platform

Given a completed conversation in the Integrated Messaging Platform, when the user chooses to archive the conversation, then the system should confirm that the conversation has been securely stored in the message archive without any loss of data.

Retrieval of Archived Messages by Date and User

Given that messages are archived, when a user searches for messages by date and the specific user involved in the conversation, then the system should return all relevant archived messages accurately corresponding to the selected parameters.

Access Control for Archived Messages Based on User Roles

Given that archived messages exist, when a user with 'view-only' permissions attempts to access archived conversations, then the system should restrict access and display a message indicating insufficient permissions.

Ensuring Data Compliance During Message Archival

Given that a message is archived, when the archival process occurs, then the system should log the actions taken and maintain an audit trail to ensure compliance with data retention policies.

Bulk Archival of Messages in the Integrated Messaging Platform

Given a group chat or multiple individual conversations, when the user selects multiple conversations to archive, then the system should complete the bulk archival process successfully, and notify the user once completed.

User Notification Upon Successful Archival of Messages

Given that a conversation is archived, when the archival process is completed, then the system should automatically notify the user via a system alert that the archival was successful.

Version Control System

The Version Control System provides a comprehensive mechanism to track document changes and revisions, ensuring that users can access previous versions of projects when needed. This feature completely eliminates the confusion of multiple document versions and boosts team confidence in collaborating on shared files, as they can always revert changes when necessary.

Requirements

Document Revision History

User Story: As a project manager, I want to see the full history of document changes so that I can ensure accountability and trace any issues that arise during collaboration.
Description: The Document Revision History requirement entails creating a feature within the Version Control System that allows users to view a complete history of changes made to each document. This functionality should include timestamps, user information, and change descriptions for every version. By implementing this feature, EcoPaperly can ensure users have transparency over document edits, facilitating accountability and traceability in collaborative workflows. This will enhance user confidence in document integrity and streamline the process of tracking changes over time, allowing teams to work more effectively and revert to previous document states as needed, thus mitigating the risk of data loss or errors during collaborative efforts.
Acceptance Criteria: User views the revision history of a document to track prior changes made by collaborators.

Given a user is viewing a document, When the user selects the 'View Revision History' option, Then the system should display a list of all previous versions, including timestamps, user information, and change descriptions for each version.

User reverts a document to a previous version after reviewing the revision history.

Given a user is viewing the revision history of a document, When the user selects a version to revert to, Then the system should restore that version as the current document and display a confirmation message of the successful revert.

User checks the accessibility of document revision history across different user roles.

Given a user with a standard role, When the user attempts to access the revision history of a shared document, Then the user should have read-only access to view the history, and an admin should have full access to modify document versions.

User filters the revision history by date to locate specific changes quickly.

Given a user is viewing the revision history, When the user applies a date filter, Then the system should only display revisions made within the selected date range.

User receives a notification when a document is revised by another team member.

Given a user has a document shared with collaborators, When any collaborator makes a revision and saves it, Then the user should receive a notification indicating the document has been updated with a link to view the changes.

User searches for specific changes within the revision history.

Given a user is viewing the revision history, When the user inputs a keyword in the search field, Then the system should highlight and display all relevant revisions containing that keyword in the change description.

User confirms that the document revision history is time-stamped accurately and reflective of actual edits.

Given a document has multiple revisions, When the user views the revision history, Then the timestamp for each revision should match the actual times edits were made, ensuring accuracy in tracking changes.

User Access Control

User Story: As an administrator, I want to set access permissions for different users so that I can control who can edit or view sensitive documents.
Description: The User Access Control requirement focuses on implementing a granular permissions system within the Version Control System. This feature will allow administrators to set specific access rights for users or groups concerning viewing, editing, or deleting certain document versions. By incorporating this capability, EcoPaperly enhances data security, allowing organizations to safeguard sensitive information while still promoting collaboration. This requirement will ensure that only authorized users can make changes to important documents, significantly reducing the chances of unauthorized edits or data breaches. A well-defined access control mechanism will further align with best practices in data governance and compliance with industry regulations.
Acceptance Criteria: As an administrator, I want to assign different access permissions for users in the Version Control System, ensuring that each user has the appropriate level of access based on their role within the organization.

Given an admin user, when they set permissions for a user, then the user should only be able to view, edit, or delete documents as specified by the admin.

As a member of the team, I want to attempt to edit a document version that I do not have permission to edit, so that the system effectively restricts unauthorized actions.

Given a regular user without edit permissions, when they attempt to access an editable document version, then they should receive an error message indicating insufficient permissions.

As an administrator, I need to be able to review and modify the access permissions assigned to users, ensuring that the control mechanism is flexible and responsive to organizational changes.

Given an admin user, when they view user access settings, then they should see a list of current permissions and have the option to modify or remove them.

As a team member, I want to access the version history of a document to ensure that I can revert to a previous version if needed, while also respecting the access controls in place.

Given a regular user with view permissions, when they access the version history of a document, then they should see all previous versions they are authorized to view and be able to revert to a permitted version.

As an organization’s compliance officer, I want to ensure that the access control settings comply with regulatory requirements by generating compliance reports that detail user permissions within the Version Control System.

Given a compliance officer, when they generate a report on user permissions, then the report should accurately reflect the current permissions setup and flag any potential compliance issues.

As an administrator, I want to set up default access permissions for newly created documents in the Version Control System to reduce the administrative burden of assigning permissions manually.

Given an admin user, when they create a new document, then the document should inherit the default permissions set in the system unless specified otherwise by the admin.

As an organization manager, I want to ensure that unauthorized users do not access sensitive documents, ensuring that the User Access Control feature effectively restricts access as needed.

Given a user without access rights, when they attempt to open a restricted document, then they should be denied access with a notification that access is restricted based on permissions.

Automated Version Snapping

User Story: As a user, I want automatic saves of my documents at regular intervals so that I don't lose my work due to unforeseen issues.
Description: The Automated Version Snapping requirement allows users to configure automatic version saves at specified intervals or when significant milestones in the document are reached. This functionality ensures that users do not lose progress on critical documents and have a backup of their work moments before major edits are made. By implementing this requirement, EcoPaperly minimizes the risk of data loss due to unexpected issues such as software crashes or user errors, enabling users to focus on their work confidently. Additionally, it provides peace of mind, knowing that previous versions are captured automatically, promoting a more resilient working environment during important tasks.
Acceptance Criteria: User configures the automated version snapping feature to save every 10 minutes during document editing sessions.

Given a user is editing a document, when they configure the automatic version save to 10 minutes, then the system should automatically save a new version of the document every 10 minutes.

User reaches a significant milestone in the document and expects an automatic version save to occur at that point.

Given a user is editing a document and they reach a designated milestone, when they trigger the milestone save, then the system should create and store a new version of that document immediately.

User wants to check the list of saved versions of a document after multiple automatic saves have occurred.

Given a user has edited a document and automatic version saves have occurred, when they access the version history, then the system should display a list of all saved versions with timestamps.

User loses connection while editing a document and needs to recover the last saved version upon reconnecting.

Given a user is editing a document and their connection is lost, when they reconnect to the system, then the system should restore the document to the last automatically saved version before disconnection.

User mistakenly overwrites content in a document and wants to revert to the previous version.

Given a user has overwritten content in a document, when they access the version history and select a previous version, then the system should successfully restore that version, replacing the current version.

User wants to ensure that automatic version saves do not interfere with document performance during editing.

Given a user is editing a large document, when the automatic version save occurs, then the performance of the document editing should remain unaffected and seamless.

User needs to deactivate the automated version snapping feature after it was enabled.

Given a user has previously enabled the automated version snapping feature, when they choose to deactivate it, then the system should successfully stop all automated saves moving forward.

Version Comparison Tool

User Story: As a user, I want to compare two versions of a document side by side so that I can clearly see what has changed and make informed decisions on edits.
Description: The Version Comparison Tool requirement provides a visual interface that enables users to compare two different versions of a document side by side. This feature highlights changes made, such as additions, deletions, or modifications in text and formatting, assisting users in understanding the evolution of the document. By integrating this tool into EcoPaperly, users will benefit from enhanced clarity when reviewing changes, allowing more informed decisions about implementing or reverting changes, thus fostering collaboration and reducing potential conflicts arising from edits. It serves as a powerful resource for teams to communicate effectively regarding document updates.
Acceptance Criteria: User needs to compare two versions of a document to identify changes made by collaborators over the last week.

Given that the user has two different versions of a document, when they select the 'Compare' option, then the system should display both versions side by side, highlighting all changes including additions and deletions in distinct colors.

A user frequently collaborates on documents and needs to ensure that no important information is lost during versioning.

Given a document with saved versions, when the user accesses the Version Comparison Tool, then they should see a summary section that lists all key changes made between the selected versions, allowing them to understand the modifications at a glance.

An editor wants to identify specific formatting changes made to a document to maintain consistency in style.

Given two versions of the same document, when the user utilizes the Version Comparison Tool, then the system should indicate all formatting changes distinctly, such as font size and color adjustments, ensuring that the user can easily recognize these alterations.

A team member has mistakenly modified a critical section of a document and needs to revert back to a prior version swiftly.

Given a document with multiple versions, when the user utilizes the Version Comparison Tool and identifies a prior version, then they should have the option to revert to that version with a single click, restoring the document to its previous state without data loss.

A project manager is reviewing documents to ensure all changes made by the team align with project objectives before final approval.

Given that the versions being compared have been edited by multiple users, when the project manager uses the Version Comparison Tool, then they should see annotations with user comments on changes and a clear timeline of edits made, facilitating better decision-making.

A user wants to ensure that they are reviewing the latest changes made to a document after receiving feedback from stakeholders.

Given that the user has opened the Version Comparison Tool, when they select the 'latest version' option, then the system should automatically load the most recent version of the document for comparison against the previous version, ensuring timely reviews.

A compliance officer is tasked with ensuring that document revisions meet regulatory standards and record-keeping requirements.

Given that a document has undergone multiple revisions, when the compliance officer accesses the Version Comparison Tool, then they should be able to generate a report summarizing all changes made, including dates, authors, and reasons for changes, to maintain proper documentation for audits.

Notification System for Revisions

User Story: As a team member, I want to be notified when a document I’m collaborating on has been updated so that I can stay informed and provide timely feedback.
Description: The Notification System for Revisions requirement aims to develop a feature that alerts users whenever a document has been updated or a new version has been created. This functionality can include email notifications or in-app alerts, allowing team members to stay informed about changes. By implementing this requirement, EcoPaperly ensures that users are consistently aware of document status, creating a culture of proactive collaboration. This will lead to more timely feedback and reduces the chances of working on outdated versions, significantly improving workflow efficiency and reducing miscommunication among team members.
Acceptance Criteria: Notification When Document is Updated

Given a user is actively collaborating on a document, when the document is updated by any team member, then the user should receive an email notification and an in-app alert within 5 minutes of the update.

Notification When New Version is Created

Given a user has access to a document, when a new version is created, then the user should receive a notification indicating a new version is available, including a link to view the version.

Daily Summary of Document Changes

Given a user is subscribed to notifications, when the end of the day occurs, then the user should receive a daily summary email listing all document updates and creations from that day.

Changelog Document Visibility

Given a user accesses a document, when the user views the document, then they should see a changelog that outlines all updates and versions with timestamps and editors' names.

Opt-Out Notification Preference

Given a user has the option to customize their notification settings, when they choose to opt-out of update notifications, then they should not receive any further alerts regarding document updates.

Notification Delivery Preference

Given a user settings, when the user specifies their preferred notification method (email or in-app), then all notifications regarding document updates and new version creations should be delivered through the selected method only.

Real-Time Notification for Collaborative Editing

Given multiple users are editing a document simultaneously, when any user saves changes, then all collaborating users should receive a real-time notification about the update.

Integration with Third-party Tools

User Story: As a user, I want EcoPaperly to integrate with my project management tool so that I can work seamlessly between platforms without losing access to important documents.
Description: The Integration with Third-party Tools requirement involves enabling EcoPaperly to connect with popular project management and collaboration platforms, such as Trello or Slack. This integration will allow users to sync document versions, receive notifications, and access related documents directly within their preferred workflow environments. By fulfilling this requirement, EcoPaperly enhances its usability and competitiveness, as it allows organizations to leverage existing tools while maintaining document integrity and version control. This will improve user experience, streamline workflows, and foster a more cohesive working environment across different systems, ultimately promoting higher productivity and engagement among users.
Acceptance Criteria: User connects EcoPaperly to Trello to sync document versions related to ongoing projects.

Given a user has an active EcoPaperly account and a Trello account, when they initiate the integration process, then they should see a confirmation message indicating successful integration and be able to sync documents between both platforms.

Team members receive notifications in Slack when document versions are updated in EcoPaperly.

Given an EcoPaperly document is modified, when the change is saved, then all team members subscribed to that document should receive a notification in their designated Slack channel within 5 minutes.

Users access and view previous versions of a document directly from their Trello board.

Given a document has multiple versions stored in EcoPaperly, when a user clicks on the EcoPaperly link on their Trello card, then they should see a list of previous versions available for viewing.

Users can revert to a previous document version through the project management tool.

Given a user is viewing a document via Trello, when they select a previous version and choose to revert, then the document in EcoPaperly should update to that version and notify users of the change.

Users can categorize documents in EcoPaperly based on project tags in Trello.

Given a user has created tags for a project in Trello, when they access EcoPaperly, then those tags should be available to categorize and filter documents accordingly.

Collaborators can make comments on document versions in both EcoPaperly and Slack.

Given a document version is open for comments in EcoPaperly, when a user adds a comment, then that comment should also appear in the connected Slack channel in real-time.

Users can disconnect the integration between EcoPaperly and third-party tools at any time.

Given a user wants to remove the integration, when they select the disconnect option in EcoPaperly settings, then the integration should be successfully removed and a confirmation message should be displayed.

Collaborative Annotation Tool

The Collaborative Annotation Tool enables users to mark up documents with comments, highlights, and suggestions directly within EcoPaperly. This feature enhances participatory dialogue among team members during reviews and brainstorming sessions. By allowing users to visualize feedback contextually, the tool sharpens focus on shared objectives and nurtures a culture of collaborative excellence.

Requirements

Real-time Comment Sync

User Story: As a team member, I want to see my colleagues' annotations in real-time so that I can respond quickly and keep the discussion flowing without delays.
Description: The Real-time Comment Sync requirement ensures that any annotations, comments, highlights, or suggestions made by users on documents are instantly visible to all collaborators in real-time. This functionality enhances communication among team members by minimizing delays in feedback visibility. By allowing concurrent editing and real-time updates, users achieve a more dynamic and engaging collaborative environment, facilitating rapid decision-making and efficient team workflows. Real-time Comment Sync will be critical for maintaining the momentum during brainstorming sessions and reviews, ensuring that all feedback is integrated immediately, thereby enriching the discussion and collaboration process.
Acceptance Criteria: Real-time feedback during a team brainstorming session.

Given multiple users are collaborating on a document, when one user adds a comment, then all other users should see the comment instantaneously without needing to refresh the page.

Collaborative review of a project proposal.

Given a document is open for annotations, when a user highlights a section and adds a note, then the highlighted section should reflect the comment for all users viewing the document in real-time.

Team members editing a document simultaneously.

Given two or more users are editing the document at the same time, when one user makes an annotation, then all other users should receive a notification about the new comment immediately.

Cross-departmental collaboration on a policy document.

Given a policy document is live for team-wide collaboration, when one user adds a suggestion, then all collaborators should be able to see the suggestion without experiencing any lag or delay.

Conducting a review session with external stakeholders.

Given that external users have access to a shared document, when an external collaborator adds comments, then internal team members should see those comments in real-time, ensuring full transparency and engagement.

Updating the status of comments during a review.

Given a document with existing comments, when a user resolves or deletes a comment, then that change should be reflected in real-time for all collaborators, and users should be notified of the update.

Document Version Control

User Story: As a project manager, I want to track the changes made to documents over time so that I can ensure accountability and always access the latest and most accurate version.
Description: The Document Version Control requirement establishes a systematic approach to manage different versions of documents as they are annotated and modified. With this feature, users can access previous iterations of a document, compare changes made over time, and ensure that the most accurate and relevant information is retained at every stage. This capability also aids in maintaining accountability among team members by tracking who made specific changes. Document Version Control is essential for enhancing the integrity and reliability of collaborative processes, particularly in environments where multiple revisions are common.
Acceptance Criteria: Document version control is applied when a user annotates a document, and they need to view or revert back to a previous version for reference during team discussions.

Given multiple versions of a document exist, When a user selects 'View Previous Version,' Then the system displays the selected version with a timestamp and a list of modifications made since that version.

During team collaboration, team members need to track who made specific changes to the document to maintain accountability.

Given multiple users are working on a document, When changes are made, Then the system logs the user ID of the person making the change alongside the timestamp in the version history.

When a user wants to compare changes between two specific versions of a document, they require a clear view of additions and deletions to effectively discuss changes with colleagues.

Given two versions of a document, When a user selects 'Compare Versions', Then the system highlights all additions in green and deletions in red, enabling clear visibility of changes.

A user wants to revert to a previous version of a document during the review process to undo unwanted changes made by team members.

Given a current version of a document, When a user selects 'Revert to Previous Version,' Then the system updates the document to match the selected version and logs this action in the version history.

In the event that a document is modified by multiple users, it is important to ensure that the latest version integrates all relevant feedback while maintaining the integrity of the document.

Given multiple annotated versions exist, When a new version is saved, Then the system compiles all valid feedback from previous versions while maintaining the document's structure and integrity.

Team members need to have access to document version control features when collaborating to ensure everyone knows how to use it effectively.

Given a user has access to the collaborative annotation tool, When they open a document, Then the version control features are readily accessible in the toolbar for all users without any restrictions.

Custom Annotation Tags

User Story: As a user, I want to tag my comments with custom labels so that I can easily organize and filter feedback based on themes or action items.
Description: The Custom Annotation Tags feature allows users to create and apply personalized tags to their comments and annotations within documents. This capability enables users to categorize feedback into specific themes, priority levels, or action items, enhancing the organization and retrieval of information. By implementing Custom Annotation Tags, EcoPaperly promotes a more streamlined review process where users can filter annotations based on these tags, thus increasing efficiency and enabling focused discussions on prioritized aspects of the document.
Acceptance Criteria: Users are working collaboratively on a document and want to categorize their feedback using personalized tags for better organization and retrieval of information.

Given a document with multiple annotations, When a user creates a custom annotation tag and applies it to their comments, Then the annotation should be marked with the custom tag and visible to all collaborators.

During a team retrospective meeting, users need to filter annotations based on urgency to focus on critical issues related to the document.

Given annotations labeled with various priority tags, When a user selects a specific priority tag to filter annotations, Then only comments and annotations corresponding to that priority tag should be displayed.

A user wants to review feedback based on specific themes that were established before the document review process began.

Given a set of annotations tagged with different themes, When a user searches for a particular theme tag, Then all annotations corresponding to that theme should be listed in a clear and organized manner in the document interface.

As a team lead, I want to ensure that all feedback elements are categorized appropriately before finalizing the document for submission.

Given a document with multiple tagged annotations, When all annotations have been reviewed and tagged, Then the number of annotations must match the total annotations displayed, and each one should carry a relevant custom tag.

Users are conducting a brainstorming session and wish to add tags that can later help assign action items to specific team members.

Given that a user adds an action item tag to an annotation, When the document is shared with team members, Then all users should be able to see the action item tag and identify who it has been assigned to.

A user wants to change the name of an existing annotation tag to better reflect its purpose.

Given that an annotation tag exists, When a user renames the tag, Then all annotations that had the previous tag should now display the updated tag name without losing any association.

The user is looking to consolidate feedback from different sources and needs to organize annotations from multiple users easily.

Given multiple annotations from different users, When the user views the annotations in the document, Then annotations should be visually distinct by user and sorted by timestamp, while being accessible for filtering by custom tags.

Annotation Resolution Tracking

User Story: As a team lead, I want to track which comments have been resolved so that I can ensure all feedback is addressed before finalizing the document.
Description: The Annotation Resolution Tracking requirement is designed to provide users with a mechanism to mark annotations as resolved or unresolved. This functionality allows team members to track the status of feedback and suggestions effectively, ensuring that all comments are addressed in a timely manner. This feature enhances accountability and encourages participation as users can visually identify which aspects of the document need further discussion and which have been satisfactorily dealt with. By fostering a sense of completion within the collaborative review process, teams can maintain clarity and focus on outstanding issues.
Acceptance Criteria: User attempts to resolve an annotation within a document after discussing it in a team meeting.

Given a user has made a comment on a document, when they mark the comment as resolved, then the comment status should update to 'resolved' and be visually distinct from unresolved comments.

Team members view a document with multiple annotations to assess collective feedback and progress.

Given a user views a document with annotations, when they filter by 'unresolved' status, then only unresolved comments should be displayed, allowing users to identify outstanding feedback.

A user wants to ensure that all annotations have been reviewed before finalizing a document.

Given a user views the annotation summary, when they check the total counts, then the number of resolved annotations must equal or exceed the number of total annotations by the expected completion deadline.

The team is collaborating on a project and needs to assign specific annotations to individuals for follow-up.

Given a user marks an annotation as assigned to another team member, when the annotation is viewed, then it must display the name of the assignee clearly alongside the comment.

A user is reviewing past annotations to understand which feedback has been implemented successfully.

Given a user accesses the annotation history, when they select 'resolved' annotations, then those annotations must be retrievable with clear timestamps for review.

An admin needs to generate a report on the status of document annotations for transparency.

Given an admin requests a report of annotation statuses, when they execute the command, then a comprehensive report must be generated showing the counts of resolved, unresolved, and assigned annotations for each document.

User Permissions for Annotations

User Story: As an admin, I want to set permissions for who can annotate documents so that I can safeguard sensitive information and maintain document integrity.
Description: The User Permissions for Annotations requirement provides a framework to control which users can view, add, or modify annotations on documents. This feature is essential for maintaining document integrity and security, especially in a collaborative environment where sensitive information may be shared. By implementing user permissions, administrators can curate the level of access for different team members, thus ensuring that only authorized personnel can alter important annotations. This capability is crucial for enhancing trust within collaborative processes and minimizing the risk of unauthorized changes or leaks.
Acceptance Criteria: As an administrator, I need to set user permissions for annotations on a document so that only specific team members can view or modify comments and highlights, preserving document security.

Given the document has annotations, when the administrator sets user permissions, then the specified users should be able to view and modify annotations while others should not have access.

As a team member, I want to annotate a document when I have been granted permission so that I can provide feedback and suggestions without unauthorized edits.

Given that I have the annotation permissions for a document, when I attempt to add or modify annotations, then I should be able to do so successfully without errors.

As an administrator, I need to revoke annotation permissions from a user who no longer requires access to sensitive documents to ensure information security is maintained.

Given the user previously had annotation permissions, when I revoke their access, then they should no longer be able to view, add, or modify any annotations on that document.

As a team member with restricted annotation access, I want to be informed when I attempt to annotate a document that I'm not permitted to access so that I understand the limitations.

Given that my annotation permissions do not include the document, when I try to add an annotation, then I should receive a clear error message indicating the lack of permissions.

As an administrator, I want to review a report of user annotation activities on documents to ensure that permissions are being followed and there are no unauthorized edits.

Given user annotation activities are logged, when I access the report, then I should see the list of users who accessed annotations alongside their actions (viewed, added, modified) on each document.

As a team member, I want to know who added or modified a specific annotation on a document so that I can address any comments effectively.

Given that annotations include user identification, when I view the document's annotations, then I should see the author of each annotation alongside the timestamp of the modification.

Goal-Setting Framework

The Goal-Setting Framework assists teams in defining clear project objectives and aligning tasks with organizational goals. Users can create, track, and adjust team goals collaboratively, ensuring that all members have a shared understanding and commitment to their targets. By promoting strategic alignment, this feature fosters a transparent work environment and drives consistent progress towards sustainability achievements.

Requirements

SMART Goal Creation

User Story: As a project manager, I want to create SMART goals so that my team has clear and defined objectives to work towards, enabling us to evaluate our progress accurately.
Description: This requirement allows users to create Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals within the Goal-Setting Framework. Users can specify their objectives in detail, so it contributes to a clear and actionable roadmap for the team. This ensures that everyone understands the expectations and deadlines, promoting accountability and facilitating progress tracking over time. The ability to define SMART goals enhances team alignment and helps in achieving both project and sustainability objectives effectively.
Acceptance Criteria: User creates a new SMART goal with the specified criteria for their project team during a planning meeting.

Given a user is on the goal creation page, when they input a goal description, set measurable targets, choose a deadline, and categorize it under relevant team objectives, then the system should save the goal and send a confirmation message.

Team members review and provide feedback on the SMART goals set by their peers during a collaborative session.

Given a user opens an existing SMART goal for review, when they add comments and suggest adjustments, then the changes should be visible to all team members and noted in the goal's history log.

The system generates a report of all SMART goals created by the team to assess progress on sustainability initiatives.

Given the user selects the report generation option, when they choose the criteria for report parameters (date range, team, status), then the system should produce a downloadable report that lists all SMART goals with their current status and completion rates.

Users wish to modify an existing SMART goal to better align with new project objectives.

Given a user accesses an existing SMART goal, when they edit the goal's description, targets, or deadline and click save, then the system should update the goal and notify all team members of the change.

The team conducts a retrospective to evaluate the effectiveness of the established SMART goals at the end of a project phase.

Given it is the end of the project phase, when the user accesses the summary of SMART goals, then they should be able to see progress metrics and qualitative feedback collected during the project, which helps in revising future goals.

A new team member accesses the SMART goals framework for the first time.

Given a new user logs in to the system, when they navigate to the SMART goals section, then they should receive a guided tutorial explaining how to create, edit, and track SMART goals effectively.

Administrators want to ensure that all created SMART goals meet the defined criteria before final approval.

Given an administrator reviews a set of created SMART goals, when they check each goal against the SMART criteria, then the system should flag any goals that do not meet the criteria for revision before approval.

Goal Tracking Dashboard

User Story: As a team member, I want to view a goal tracking dashboard so that I can monitor my contributions and understand team progress, which will help me stay focused and proactive in my tasks.
Description: This requirement encompasses the development of a dashboard feature that provides users with a visual representation of their goals, including current progress, deadlines, and team member contributions. The dashboard is designed to enhance transparency and accountability by allowing all team members to see where they stand in relation to established goals. This feature will encourage collaboration and timely adjustments to initiatives to ensure alignment with organizational sustainability targets, enhancing overall productivity and morale.
Acceptance Criteria: Dashboard displays current project goals for all team members in real-time, showing individual contributions and progress.

Given a user accesses the Goal Tracking Dashboard, When they view the project goals, Then they should see a visual representation of each goal's progress, deadlines, and contributions of each team member.

Users have the ability to filter goals based on deadlines or team member contributions within the dashboard interface.

Given a user is on the Goal Tracking Dashboard, When they apply filters for deadlines or team member contributions, Then only the relevant goals should be displayed accordingly.

The dashboard updates in real-time as team members update their goal progress, promoting accountability.

Given team members update their goal progress, When any changes are made, Then the dashboard should reflect these updates without requiring a manual refresh from users.

The dashboard includes visual indicators (like graphs or percentage bars) showing goal progress for quick assessment.

Given a user views the Goal Tracking Dashboard, When they look at their assigned goals, Then they should see visual indicators such as graphs or percentage bars that depict the progress of each goal clearly.

Users can receive notifications for upcoming deadlines or milestones related to their project goals through the dashboard.

Given a user has goals with upcoming deadlines, When the deadlines approach, Then they should receive notifications in the dashboard interface to prompt action.

The dashboard allows users to collaboratively adjust goals in response to changing project demands or sustainability targets.

Given a user wishes to adjust a project's goal on the dashboard, When they make changes to the goal parameters, Then all team members should see these adjustments in real-time with a record of the changes made.

The dashboard maintains a historical log of goal progress for review and analysis after project completion.

Given the project has been completed, When users access the Goal Tracking Dashboard, Then they can view a historical log of all goal progress, strategies used, and outcomes achieved.

Collaborative Goal Adjustment

User Story: As a team leader, I want to collaboratively adjust team goals based on feedback so that we can stay agile and responsive to changing project conditions without losing sight of our objectives.
Description: This requirement enables users to collaboratively adjust and refine goals based on real-time feedback and progress metrics. It integrates communication tools like comments and notifications to facilitate discussions around goal adjustments among team members. This feature ensures that team objectives remain relevant and achievable, adapting to changing circumstances or new insights. By empowering users to contribute to the decision-making process, it fosters a sense of ownership and commitment to success.
Acceptance Criteria: User collaborates in a team meeting to adjust a project goal based on recent performance metrics and feedback.

Given the team is in a goal-setting meeting, when a user proposes an adjustment to a goal, then all team members must receive a notification and be able to comment on the proposed change within 5 minutes.

A user accesses the goal-setting framework to modify objectives after receiving feedback from a recent project review.

Given a user has accessed the goal-setting framework, when they select a goal to adjust, then they must be able to edit the goal description and set a new target date, and a confirmation message should appear once the changes are saved.

Team members review ongoing project goals during a quarterly strategic alignment meeting, aiming to stay adaptable.

Given the team is reviewing goals during the meeting, when a goal adjustment is made based on discussion, then records of the adjustment must be logged along with the date and participants involved in the discussion for accountability.

A user receives real-time feedback on the achievability of a project goal through the platform's metrics dashboard.

Given a user is monitoring their project goals, when the metrics dashboard shows that a goal is at risk of not being met, then the user must receive an automated alert suggesting a collaborative discussion for potential adjustments.

Team members want to track the impact of adjustments made to their goals over time to ensure they remain aligned with organizational objectives.

Given the team has made adjustments to their goals, when they access the goal history, then they must see a complete log of all adjustments made, including dates, participants, and reasons for each change.

A user wants to initiate a discussion about a goal adjustment with their team without being in a formal meeting.

Given the user wishes to initiate an informal discussion, when they use the comment feature on the goal, then all team members must receive a prompt notification and be able to respond within 24 hours.

The project manager needs to evaluate team engagement with the goal-adjusting process after a major project review.

Given the project manager is reviewing engagement metrics, when they analyze the frequency of goal adjustments and team participation, then the system should provide a report showing the number of adjustments made, the number of comments added, and the average response time from team members.

Goal Success Metrics

User Story: As a team strategist, I want to define success metrics for our goals so that I can critically analyze our performance and make informed decisions for future initiatives.
Description: This requirement focuses on defining and tracking success metrics associated with each goal. Users will be able to specify key performance indicators (KPIs) that will measure the outcomes and performance of their objectives. This feature will prove crucial for assessing the effectiveness of the goals and providing insights that drive continuous improvement within the team. By understanding which goals lead to successful outcomes, organizations can refine future strategies and maintain a strong focus on sustainability.
Acceptance Criteria: As a project manager, I want to define success metrics for a team goal during a planning meeting to ensure all team members understand how performance will be measured.

Given that the user is on the goal-setting page, when they input success metrics, then the system should allow them to specify at least three key performance indicators (KPIs) for each goal.

As a team member, I want to access the success metrics associated with our goals so that I can track our progress and understand what is expected of me.

Given that team goals have defined KPIs, when a user navigates to the goal overview, then the KPIs should be displayed clearly next to each respective goal for easy reference.

As a team lead, I want to review the KPIs assigned to our goals to assess if they align with our sustainability targets, ensuring they drive intentional progress.

Given that KPIs are set for a goal, when the user reviews the KPIs, then the system should highlight any KPI that does not align with sustainability targets in red for immediate attention.

As a project manager, I would like to update the success metrics for a goal throughout the project lifecycle to reflect changing priorities.

Given that the user has adequate permissions, when they attempt to modify the KPIs for a goal, then they should be able to add, remove, or edit the KPIs as needed.

As a team member, I need a report on our goal's success metrics to present at the quarterly review meeting, showcasing our performances against the set KPIs.

Given that the user selects a goal for reporting, when they request a performance report, then the system should generate a report summarizing performance against each KPI with visual data representation.

As a user, I want to receive notifications when KPIs are not met so that I can take corrective action or adjust my work priorities.

Given that a KPI is not met, when the system detects a missed KPI, then a notification should be sent to all team members associated with that goal alerting them of the status.

Integrated Feedback System

User Story: As a team member, I want to provide feedback on our goals and tasks so that we can strengthen our collaboration and improve our project outcomes.
Description: This requirement introduces an integrated feedback mechanism that allows users to give and receive feedback on goal status and related tasks. It supports continuous improvement by inviting constructive comments and suggestions, promoting a learning culture within the team. By capturing feedback directly within the goal-setting framework, team members can identify potential challenges early and collaboratively develop solutions, fostering a supportive environment that enhances productivity and engagement.
Acceptance Criteria: User initiates feedback on a specific goal during a team meeting, discussing progress and suggesting improvements.

Given that the user is viewing the goal in the framework, when they click on the 'Give Feedback' button, then they should see a feedback form that captures their comments and suggestions.

A team member submits feedback on a goal, and the system captures and displays this feedback on the goal's dashboard.

Given that feedback has been submitted by a team member, when the goal dashboard is refreshed, then the new feedback should be visible to all team members along with the date and time of submission.

Users assess feedback received on a goal during their weekly review meeting and determine actionable steps.

Given that a user is reviewing feedback for a goal, when they mark feedback as 'Actionable', then an action item should be created in the task list associated with that goal.

The system sends a notification to users when new feedback is submitted on their assigned goals.

Given that feedback has been provided on a goal where a user is assigned, when the feedback is submitted, then the user should receive an email notification informing them of the new feedback.

A user edits their feedback on a goal after realizing they need to clarify their comments.

Given that the user has previously submitted feedback, when they click on the 'Edit Feedback' button, then they should be able to modify their existing feedback and resubmit it successfully.

Feedback on a completed goal should be archived and made accessible for future reviews.

Given that a goal has been marked as completed, when the user accesses the archived goals section, then all feedback related to that goal should be available for review and analysis.

The integrated feedback system should be accessible on all devices (desktop, tablet, mobile) without loss of functionality.

Given that a user accesses the goal-setting framework on any device, when they navigate to the feedback section, then they should be able to provide and view feedback seamlessly regardless of the device used.

Custom Goal Templates

User Story: As a project coordinator, I want access to custom goal templates so that I can streamline the goal-setting process and ensure consistency across our projects.
Description: This requirement includes the creation of customizable templates for frequent types of goals. Users can select or design templates that reflect their standard objectives, making it easier to initiate the goal-setting process. This will save time and ensure that all required components of goal-setting are consistently included, leading to higher quality goals that better align with organizational and sustainability priorities.
Acceptance Criteria: User creates a new goal template for a sustainability project once every quarter.

Given a user in the Goal-Setting Framework, when they navigate to the 'Custom Goal Templates' section and click on 'Create New Template', then they can define the template parameters, save the template, and it should appear in their list of available templates.

Team members utilize a selected custom goal template to establish project objectives for a new initiative.

Given a team member selects a custom goal template, when they fill in the required fields and submit the template, then a new goal should be created that reflects the objectives and appears in the team’s goal tracking dashboard.

User modifies an existing custom goal template to accommodate new organizational priorities.

Given a user selects an existing custom goal template, when they edit the template fields and save their changes, then the modified template should be updated and reflect the new inputs without creating a duplicate.

Admin reviews the most commonly used custom goal templates to evaluate template effectiveness.

Given an admin accesses the reporting features, when they generate a report on template usage, then the report should provide insights on which templates are most used and by whom, aiding in future development.

User wishes to delete an outdated custom goal template that is no longer relevant.

Given a user selects a custom goal template, when they choose the 'Delete' option, then the template should be removed from the list and will not be available for future use unless restored through an admin action.

User can share a custom goal template with team members for collaborative input.

Given a user has created a custom goal template, when they select the 'Share' option, then specified team members should receive a notification and have access to the template for commenting and modification.

The system displays a confirmation message upon successful creation or modification of a custom goal template.

Given that a user creates or modifies a custom goal template, when the action is completed, then a success message should be displayed indicating the template has been saved successfully.

Meeting Scheduler Integration

The Meeting Scheduler Integration seamlessly connects users' calendars within EcoPaperly, allowing teams to set up meetings and appointments efficiently. By automating scheduling, this feature alleviates time constraints and minimizes the risk of double bookings. Teams can easily coordinate discussions on collaborative projects, enhancing communication flow and reducing reliance on traditional paper agendas.

Requirements

Calendar Sync Functionality

User Story: As a project manager, I want my meetings to automatically sync across my calendars so that I can avoid double bookings and manage my time more effectively without manual intervention.
Description: The Calendar Sync Functionality requirement ensures that EcoPaperly can seamlessly integrate with popular calendar services such as Google Calendar, Outlook, and Apple Calendar. This feature will allow users to automatically sync their meetings and appointments with their EcoPaperly account. By doing so, users will have a unified view of their schedules across different platforms, enabling them to manage their time more effectively. This integrated functionality minimizes the risk of scheduling conflicts and provides reminders for upcoming meetings, enhancing overall productivity and improving time management. It is a critical feature for organizations looking to streamline their meeting processes and reduce reliance on physical calendars and reminders.
Acceptance Criteria: User initiates the calendar sync process to integrate their EcoPaperly account with Google Calendar for the first time.

Given the user is logged into EcoPaperly and navigates to the calendar sync settings, When the user selects 'Connect to Google Calendar' and grants necessary permissions, Then the user's Google Calendar events should be automatically imported into their EcoPaperly calendar.

User updates an event in Google Calendar and verifies that the changes reflect in EcoPaperly.

Given the user has synced their EcoPaperly account with Google Calendar, When the user edits an existing event in Google Calendar, Then the updated event should appear in EcoPaperly within 5 minutes.

User tries to create a meeting in EcoPaperly and wants to ensure there's no double booking with existing Google Calendar events.

Given the user is viewing their EcoPaperly calendar, When the user selects a time slot for a new meeting, Then the system should notify the user if there is a scheduling conflict with any Google Calendar events.

User receives reminders for upcoming meetings scheduled through EcoPaperly synced from Google Calendar.

Given the user has synced their EcoPaperly account with Google Calendar, When an event in EcoPaperly is within the specified reminder time, Then the user should receive a notification alerting them of the upcoming meeting.

Admin wants to verify that the calendar sync functionality works with multiple calendar services including Outlook and Apple Calendar.

Given the admin is testing the calendar sync functionality, When the admin connects both Outlook and Apple Calendar to EcoPaperly, Then changes made in either Outlook or Apple Calendar should reflect in EcoPaperly within 5 minutes.

User attempts to disconnect their Google Calendar from EcoPaperly after syncing.

Given the user has previously connected their Google Calendar, When the user navigates to the calendar sync settings and selects 'Disconnect Google Calendar', Then the connection should be successfully severed and no further events should sync from Google Calendar to EcoPaperly.

Automated Meeting Reminders

User Story: As a team member, I want to receive automated reminders for my meetings so that I can be better prepared and minimize the chances of missing important discussions.
Description: Automated Meeting Reminders are essential for keeping users informed of their upcoming meetings scheduled through EcoPaperly's Meeting Scheduler Integration. This requirement aims to implement a notification system that sends reminders via email and in-app notifications at customizable intervals before an upcoming meeting. Timely reminders will help ensure attendees are adequately prepared and present for discussions, thereby increasing engagement and productivity during meetings. This feature addresses the problem of missed meetings, which can lead to inefficiencies and communication breakdowns within teams. By improving attendance rates, the feature ultimately contributes to better collaboration and project outcomes.
Acceptance Criteria: User receives automated reminders for scheduled meetings

Given a user has scheduled a meeting through EcoPaperly, When the reminder interval is configured to 30 minutes before the meeting, Then the user should receive an email and an in-app notification 30 minutes before the meeting starts.

User customizes reminder intervals successfully

Given a user is on the reminder settings page, When the user selects a reminder interval of 1 hour and saves the changes, Then the user should see a confirmation message and the new interval should be saved in the system.

User receives reminders through both email and in-app notifications

Given a user has scheduled a meeting and set reminders for both email and in-app notifications, When the scheduled meeting time is approaching, Then the user should receive both an email reminder and an in-app notification as configured.

User can modify reminder settings after scheduling a meeting

Given a user has an active meeting scheduled, When the user changes the reminder interval to 15 minutes before the meeting and saves the changes, Then the system should update the reminder settings accordingly and notify the user 15 minutes before the meeting.

System handles multiple reminders for back-to-back meetings

Given a user has multiple meetings scheduled in succession, When the reminder intervals are set for each meeting, Then the user should receive reminders for each meeting as per their individual intervals without confusion or overlap.

User receives reminders for meetings scheduled by others

Given a user is invited to a meeting scheduled by another participant, When the reminder settings are active for that meeting, Then the user should receive an email and in-app notification based on the reminder interval set by the organizer.

Conflict Resolution Protocol

User Story: As a team member, I want to be notified of scheduling conflicts and receive suggestions for alternate times so that I can easily resolve any overlaps without disrupting my schedule.
Description: The Conflict Resolution Protocol requirement focuses on establishing a mechanism to handle scheduling conflicts that may arise when multiple users attempt to book meetings at the same time. This feature will allow users to receive notifications regarding potential conflicts with their existing appointments and provide options to resolve them. The protocol will analyze user availability and suggest alternative meeting times, ensuring that teams can still coordinate effectively without losing track of important discussions. By enabling smooth scheduling transitions, this protocol enhances the user experience and negates the stress associated with manually resolving conflicts.
Acceptance Criteria: Scheduling a meeting where the user has overlapping appointments in their calendar.

Given the user has multiple overlapping appointments, when they attempt to schedule a new meeting, then the system must notify the user of the scheduling conflict and provide at least three alternative times that do not overlap with existing appointments.

User receives notifications for potential scheduling conflicts.

Given a user is in the process of scheduling a meeting, when the system detects a potential conflict with another meeting, then the user should receive an instant notification alerting them to the conflict.

Resolving a scheduling conflict by selecting an alternative time.

Given the user is notified of a scheduling conflict, when they select one of the suggested alternative meeting times, then the system must automatically update the calendar with the new meeting time and notify all participants of the change.

Automated availability analysis for team members.

Given the user initiates a meeting request with multiple participants, when the system analyzes the calendars, then it should display a summary of all team members' availabilities along with suggested meeting times that maximize attendance.

User onboarding for the conflict resolution protocol.

Given a new user has registered on EcoPaperly, when they access the Meeting Scheduler feature for the first time, then they should receive a brief tutorial explaining how the conflict resolution protocol works.

Feedback collection on scheduling efficiency.

Given that the users have successfully scheduled multiple meetings using the protocol, when they complete a meeting, then they should be prompted to provide feedback on the scheduling process and conflict resolution effectiveness.

User Access Controls

User Story: As an admin, I want to set access levels for meeting management so that I can ensure that only authorized personnel can modify meeting details and access sensitive information.
Description: The User Access Controls requirement defines the security protocols that govern who can view, modify, or manage meetings within the EcoPaperly platform. This feature ensures that sensitive meeting information remains protected and only accessible to authorized users. It will include customizable access levels, allowing administrators to set permissions for different roles such as managers, team members, and external collaborators. This capability not only enhances the security of confidential discussions but also allows organizations to comply with privacy regulations, thus preventing unauthorized information leakage. Strong user access controls are fundamental for maintaining trust and integrity within the platform.
Acceptance Criteria: A user with administrative permissions logs into EcoPaperly and navigates to the User Access Controls section to set up access levels for team members.

Given an admin user is logged in, when they access the User Access Controls, then they can view and configure access levels for each user role (manager, team member, external collaborator).

A team member attempts to schedule a meeting that contains sensitive information to ensure their access is appropriately controlled.

Given a team member is logged in, when they try to view/edit a meeting with sensitive information, then they should receive an access denied message if they do not have the necessary permissions.

An external collaborator is invited to a meeting within EcoPaperly, requiring proper access permissions to view relevant meeting details.

Given an external collaborator is invited to a meeting, when they attempt to access the meeting details, then they should only see the information accessible based on their pre-defined access level.

An admin modifies a user’s role from team member to manager and adjusts their access accordingly.

Given an admin modifies a user's role from team member to manager, when they save the changes, then the user should be automatically granted the new permissions associated with the manager role.

A user reports that they cannot access specific meeting details despite being a team member, leading to an investigation into access settings.

Given a user reports access issues, when the admin reviews the user's permissions, then they should identify whether the user’s permissions are correctly set according to their allowed access.

A user attempts to share sensitive meeting information with an individual without the necessary access permissions.

Given a user attempts to share meeting information with an unauthorized individual, when they perform the action, then the system should prevent the sharing and display a warning message.

Meeting Agenda Template Feature

User Story: As a team leader, I want to create and reuse agenda templates for meetings so that I can increase meeting productivity and ensure all important topics are consistently addressed.
Description: The Meeting Agenda Template Feature aims to provide users with customizable agenda templates that can be used for planning meetings directly within EcoPaperly. This requirement will allow users to create, save, and reuse agenda templates specific to different types of meetings, ensuring that critical discussion points are always covered. This pre-defined structure will enhance meeting efficiency and facilitate more productive discussions, as participants will know what to expect and can prepare accordingly. Additionally, the ability to share these templates with team members fosters collaboration and ensures uniformity in meeting procedures, reducing time spent on planning and promoting consistent communication practices.
Acceptance Criteria: User creates a new meeting agenda template for a project kickoff meeting.

Given the user is logged in to EcoPaperly, when they navigate to the meeting agenda section and select 'Create Template', then they should be able to input agenda items, save the template, and access it from a list of saved templates.

User reuses a previously saved meeting agenda template for a team sync meeting.

Given the user has at least one saved agenda template, when they select 'Use Template' from the meeting agenda section, then they should see an option to select their saved template and have all agenda items pre-filled in the new meeting record.

User shares a meeting agenda template with team members.

Given the user has created and saved a meeting agenda template, when they select the 'Share' option and enter the emails of team members, then those team members should receive an email notification with a link to access the shared template.

User edits an existing meeting agenda template.

Given the user has access to a saved meeting agenda template, when they select the 'Edit' option, then they should be able to modify existing agenda items, save changes, and see the updated template in their list of templates.

User deletes a meeting agenda template they no longer need.

Given the user is viewing their list of saved meeting agenda templates, when they select 'Delete' on a specific template, then that template should be removed from the list and no longer accessible for future use.

User can view a preview of the meeting agenda template before creating a meeting.

Given the user is editing a meeting agenda template, when they select the 'Preview' option, then a modal should display a read-only view of the entire agenda template as it will appear when used in an actual meeting.

User accesses a list of all available meeting agenda templates.

Given the user is logged into EcoPaperly, when they navigate to the meeting agenda section, then they should see a list of all saved templates with options to create, edit, or delete them.

Automated Compliance Alerts

Automated Compliance Alerts provide users with timely notifications regarding upcoming deadlines, changes in regulations, or required documentation submissions. This proactive feature ensures that organizations stay ahead of compliance requirements, mitigating the risk of penalties and fostering a culture of accountability. Users can customize alert frequencies to suit their needs, resulting in improved preparation and reduced stress.

Requirements

Customizable Alert Settings

User Story: As a compliance officer, I want to customize my alert settings so that I receive notifications in a manner that aligns with my team's workflow and priorities.
Description: This requirement focuses on allowing users to tailor compliance alert settings according to their specific needs. Users should be able to customize the frequency of alerts, the type of compliance issues they want to be notified about, and the method of notification (email, SMS, in-app). This personalization fosters a proactive compliance culture by ensuring that users receive relevant information at intervals that best suit their operational rhythms, thus enhancing their ability to respond to compliance requirements effectively.
Acceptance Criteria: User defines custom alert settings for regulatory changes in their industry, indicating the type of compliance issues they wish to monitor, the preferred notification frequency, and the notification method.

Given the user is logged in and navigates to the compliance alert settings page, when they select their desired notification frequency, type of compliance issues, and notification method, then the settings should save successfully and a confirmation message should appear.

User modifies existing alert settings to adjust the frequency and change the notification method from email to SMS for critical compliance updates.

Given the user has previously set up compliance alert settings, when they modify the frequency and change the notification method to SMS, then the updated settings should be applied and the user should receive a confirmation message indicating the changes.

User receives a compliance alert notification via the selected method (email/SMS/in-app) based on their customized settings when a new regulation is enacted that impacts their operations.

Given the compliance alert settings are configured correctly, when a new regulation is announced, then the user should receive a notification through their selected channel within the interval set for alerts.

User attempts to set up alerts for multiple compliance issues, including financial, environmental, and health regulations, each with different frequencies.

Given the user is on the alert settings page, when they enter the necessary details for multiple compliance issues with varied alert frequencies, then the system should allow the user to save all customized settings successfully without errors.

User reviews the history of compliance alerts received to evaluate the effectiveness of their alert settings.

Given the user navigates to the compliance alerts history page, when they view their alerts, then they should see a complete history of all compliance notifications received, including dates and types of alerts.

User wishes to pause notifications for non-critical compliance issues temporarily.

Given the user is on the alert settings page, when they select the option to pause notifications for specific compliance issues, then those alerts should not trigger until the user re-enables them, and a confirmation message should show the pause status.

Integrated Compliance Database

User Story: As a regulatory affairs manager, I want access to an integrated compliance database so that I can quickly find relevant regulations and ensure our practices stay up-to-date with current requirements.
Description: This requirement involves creating an integrated compliance database that provides users with access to real-time information about regulations, deadlines, and required documents. The database should allow users to easily search for and retrieve compliance-related information, including historical data and updates on regulations. This feature will enable organizations to keep track of compliance trends, understand the implications of changes, and prepare for upcoming deadlines, thereby strengthening compliance management.
Acceptance Criteria: User attempts to access the integrated compliance database to check for upcoming regulatory deadlines.

Given that the user is logged into EcoPaperly, when they navigate to the integrated compliance database, then they should be able to see a list of upcoming deadlines sorted by date and category.

User searches for a specific regulation in the compliance database.

Given that the user is on the compliance database page, when they enter a search term in the search bar and click 'Search', then the system should return relevant results that match the search criteria.

User receives an automated alert for an upcoming compliance deadline based on their customized settings.

Given that the user has set up their compliance alert preferences, when the deadline for a regulation approaches, then the system should send an email notification to the user at the specified frequency.

User reviews historical compliance data from the database.

Given that the user has accessed the compliance database, when they select the historical data option, then they should be able to view past compliance trends and documentation submissions in a user-friendly format.

User updates an existing compliance regulation entry in the database.

Given that the user has administrative privileges, when they edit the details of a compliance regulation and click 'Save', then the updated information should be accurately reflected in the database.

User verifies that the compliance database is integrated with real-time regulatory updates.

Given that the user is on the compliance database page, when they refresh the page after a regulation change has occurred, then they should see the updated regulation without delay.

User checks for notifications related to compliance changes in the integrated database.

Given that the user has logged into their EcoPaperly account, when they access the notifications section, then they should see alerts regarding any changes or updates related to compliance requirements.

Real-Time Notification System

User Story: As an operations manager, I want a real-time notification system so that I can respond promptly to compliance changes and make necessary adjustments to our processes.
Description: This requirement aims to implement a robust real-time notification system that alerts users instantly about compliance-related changes and deadlines. The system should be capable of sending immediate alerts via multiple channels (email, push notifications, SMS) based on user preferences. This feature is essential for ensuring that users do not miss critical compliance deadlines or updates, thereby reducing the risk of penalties and fostering accountability within the organization.
Acceptance Criteria: User receives real-time notifications for compliance deadlines on the day of the deadline, ensuring no tasks are overlooked on critical compliance submissions.

Given that a user has configured their preferred notification methods, when a compliance deadline is reached, then the user should receive notifications via all selected channels (email, push notifications, SMS) within 5 minutes of the deadline.

A user modifies their notification preferences for compliance alerts and expects the system to update their preferences in real time.

Given that a user changes their notification settings in the application, when they save the changes, then the system should reflect the updated notification settings without any delay and provide confirmation to the user.

A compliance regulation undergoes a change, and users need to be notified of this change to stay compliant with the new regulations.

Given that a compliance regulation has been updated, when the system detects this change, then all users subscribed to alerts for that specific regulation should receive a notification within 10 minutes of the update.

A user wants to customize the frequency of reminders for upcoming compliance tasks, such as daily or weekly notifications.

Given that a user is in the notification settings section, when they select a frequency option for compliance reminders and save it, then the system should ensure the user receives alerts according to their selected frequency without fail.

Users are alerted about upcoming compliance deadlines one week in advance to prepare necessary documents and responses.

Given that a compliance deadline is approaching within one week, when the system identifies these deadlines, then all users who have opted for advance notifications should receive a reminder alert seven days prior via their preferred notification method(s).

A user encounters a compliance alert and wants to dismiss it for later reference while ensuring it stays accessible in the system.

Given that a user receives a compliance alert, when they choose to dismiss the alert, then the system should archive the alert and make it available in the user’s notification history for future reference.

Reporting Dashboard for Compliance Metrics

User Story: As a compliance analyst, I want a reporting dashboard for compliance metrics so that I can visualize our performance and identify areas needing attention.
Description: This requirement encompasses the creation of a reporting dashboard that visually represents compliance metrics and trends over time. Users should be able to view key performance indicators related to compliance such as missed deadlines, response times to alerts, and overall compliance rates. This dashboard will help organizations monitor their compliance performance, identify areas for improvement, and make data-driven decisions regarding compliance strategies.
Acceptance Criteria: User Accessing the Reporting Dashboard to Review Compliance Metrics

Given that the user is logged into EcoPaperly, when they navigate to the Reporting Dashboard, then they must see a visual representation of compliance metrics, including missed deadlines, response times, and overall compliance rates

User Customizing Notification Settings for Compliance Alerts

Given that the user is on the Compliance Alerts settings page, when they adjust the notification frequency for alerts, then their custom settings should be saved and reflected in the alert system within 5 minutes

User Interpreting Compliance Metrics Over Time Using the Dashboard

Given that the user accesses the Reporting Dashboard, when they select a date range for compliance metrics, then the display must update to show trends in missed deadlines and compliance rates for that time frame

Admin Reviewing Overall System Performance for Compliance Metrics

Given that the admin is on the admin settings page, when they generate a report on overall compliance performance, then the report should include key performance indicators and be exportable in PDF and CSV formats

User Receiving Timely Compliance Alerts for Upcoming Deadlines

Given that there are upcoming deadlines for compliance, when the user receives an alert, then the alert must be sent at least 72 hours before the deadline according to user settings

User Interacting with the Dashboard's Filters and Display Options

Given that the user is on the Reporting Dashboard, when they apply different filter options or display settings, then the dashboard's visual components must update instantaneously to reflect the selected criteria

User Verifying the Accuracy of Compliance Metrics Displayed on the Dashboard

Given that the user views the Reporting Dashboard, when they compare metrics displayed with the actual compliance performance records, then all displayed data must match the records with no discrepancies

Mobile Access for Compliance Alerts

User Story: As a field operations supervisor, I want mobile access to compliance alerts so that I can stay updated even when I’m away from the office.
Description: This requirement focuses on enhancing user accessibility by enabling mobile access to compliance alerts and notifications through a dedicated mobile application. Users should be able to receive and manage their alerts conveniently on-the-go, ensuring they are always informed of compliance requirements regardless of their location. This feature adds flexibility and responsiveness to the compliance management process.
Acceptance Criteria: User receives a compliance alert on their mobile app 24 hours before a documentation deadline, allowing them ample time to prepare the necessary documents.

Given the user has set a 24-hour advance alert, When the deadline for a document submission approaches, Then the user receives a notification on their mobile app 24 hours before the deadline.

User customizes alert settings in the mobile app, selecting specific types of compliance alerts to receive.

Given the user accesses the alert customization settings, When the user selects specific compliance categories and saves the settings, Then the app reflects the user's preferences by only sending alerts for the selected categories.

User opens the mobile app and accesses the compliance alerts dashboard to view all current alerts.

Given the user is logged into the mobile app, When the user navigates to the compliance alerts dashboard, Then the user can view a comprehensive list of all current compliance alerts.

User acknowledges a compliance alert on the mobile app, confirming they have understood the requirement.

Given the user receives a compliance alert, When the user clicks 'Acknowledge' in the mobile app, Then the alert is marked as acknowledged and removed from the active alert list.

User receives a push notification for any changes in compliance regulations while using the mobile app.

Given the user has enabled push notifications for regulatory changes, When a regulation change is published, Then the user receives an immediate push notification about the change on their mobile device.

User can view historical compliance alerts to track previous notifications and actions taken.

Given the user accesses the history section of the mobile app, When the user views historical compliance alerts, Then the user can see a complete log of past alerts and their acknowledged statuses.

User receives compliance alerts in accordance with their chosen frequency settings (daily, weekly, etc.).

Given the user has set their preferred frequency for receiving compliance alerts, When the time arrives for alert notifications according to the selected frequency, Then the user receives alerts as per their configured settings.

Document Compliance Checker

The Document Compliance Checker scans all relevant documents for adherence to legal and regulatory standards. This feature highlights areas of non-compliance, allowing users to rectify issues before audits or submissions, thus enhancing audit-readiness while reducing the likelihood of compliance-related fines. Its intuitive interface makes reviewing documents quick and thorough.

Requirements

Automated Compliance Detection

User Story: As a compliance officer, I want to automate the detection of compliance issues in documents so that I can save time and reduce the risk of penalties for non-compliance.
Description: The Automated Compliance Detection requirement involves a system that scans and analyzes documents to identify areas where they do not meet established legal and regulatory standards. This functionality will utilize artificial intelligence to assess documents against a predefined set of compliance criteria, significantly enhancing the speed and accuracy of compliance checks. By automating this process, organizations can reduce the manual labor involved in compliance reviews, ensuring that documents are audit-ready before deadlines and minimizing the risk of penalties due to non-compliance.
Acceptance Criteria: As a compliance officer at an eco-conscious organization, I need to ensure that all submitted documents comply with the legal and regulatory standards relevant to our industry before they are submitted for audits.

Given a set of documents submitted for review, when the Automatic Compliance Detection is triggered, then the system should analyze each document against predefined compliance criteria and return a report highlighting non-compliance areas with suggested corrections.

As a team member involved in document preparation, I want to receive real-time feedback on compliance issues during the document creation process, so I can make necessary adjustments immediately.

Given that a user is drafting a document, when they input text or upload a file, then the system should provide instant alerts on compliance violations, detailing which standards are not met in real-time.

As an internal auditor, I need a generated compliance report prior to an external audit to assess the client’s document status and ensure all documents are prepared.

Given all available documents within the system, when the compliance checking feature is activated, then a comprehensive compliance report should be generated that includes sections on compliant and non-compliant documents and suggested actions.

As a regulatory officer, I want to periodically review compliance accuracy to ensure the Automated Compliance Detection aligns with evolving regulations and internal standards.

Given an update in regulatory standards, when the compliance criteria are updated in the system, then the Automated Compliance Detection should re-evaluate all previously analyzed documents to identify any changes in compliance status and flag them accordingly.

As a project manager, I want to measure the effectiveness of the Automated Compliance Detection over time to understand its impact on our operational efficiency.

Given a period of usage for the Automated Compliance Detection feature, when an analysis is conducted on the compliance issue resolution timeline and document approval rates, then there should be a measurable improvement in both the reduction of compliance issues flagged and the time taken to resolve them compared to previous manual processes.

Interactive Compliance Reporting Dashboard

User Story: As a legal auditor, I want an interactive dashboard that displays compliance status so that I can quickly assess and report our organization's compliance position to management.
Description: The Interactive Compliance Reporting Dashboard requirement entails the development of a user-friendly interface that presents compliance findings in a visually engaging manner. This dashboard will summarize compliance data, showing adherence levels and pinpointing specific documents that require attention. It will integrate with the Document Compliance Checker, allowing users to quickly identify and prioritize non-compliant documents. This feature enhances transparency, facilitates better decision-making, and supports effective communication with stakeholders regarding compliance status.
Acceptance Criteria: As a compliance officer, I want to access the Interactive Compliance Reporting Dashboard so that I can review the compliance status of all our documents in one centralized location.

Given that I have logged into the EcoPaperly platform, when I navigate to the Interactive Compliance Reporting Dashboard, then I should see a summary of compliance findings displayed in charts and graphs that represent adherence levels.

As a compliance officer, I want to see a list of non-compliant documents highlighted on the dashboard so that I can prioritize my review of these files before the upcoming audit.

Given that I am on the Interactive Compliance Reporting Dashboard, when I view the compliance summary, then there should be a clearly marked list of non-compliant documents with color-coded alerts indicating their severity level.

As a user, I want the ability to filter compliance findings by document type and date range to quickly narrow down my focus to specific documents that require immediate attention.

Given that I am viewing the Interactive Compliance Reporting Dashboard, when I apply the filters for document type and date range, then the dashboard should refresh to only display compliance findings relevant to the selected criteria.

As a manager, I want to generate a compliance report from the dashboard so that I can share the compliance status with stakeholders in a clear and professional format.

Given that I am on the Interactive Compliance Reporting Dashboard, when I click on the 'Generate Report' button, then a downloadable report should be created in PDF format containing all relevant compliance data and insights.

As a compliance officer, I want the dashboard to automatically update in real-time as new compliance checks are completed to ensure I am always viewing the most accurate data.

Given that the Document Compliance Checker has processed new documents, when I am viewing the Interactive Compliance Reporting Dashboard, then I should see the compliance data updated in real-time reflecting the latest compliance results.

As a user, I want to receive notifications on the dashboard for critical compliance issues to ensure I do not miss any urgent updates or necessary actions.

Given that a critical compliance issue has been detected by the Document Compliance Checker, when I access the Interactive Compliance Reporting Dashboard, then there should be a prominent notification or alert indicating the specific issue and required action steps.

Document Compliance Workflow Integration

User Story: As a document manager, I want compliance checks integrated into our existing workflow so that compliance is ensured at every stage of document handling without slowing down our processes.
Description: The Document Compliance Workflow Integration requirement focuses on embedding compliance checks seamlessly within the document workflow process. This will involve ensuring that compliance checks are triggered at key points in the document lifecycle, such as creation, modification, and prior to submission for review. This integration minimizes disruption to users while ensuring compliance is checked continuously, thereby enhancing operational efficiency while safeguarding against non-compliance risks.
Acceptance Criteria: Document Creation Initiation Compliance Check

Given a user initiates the creation of a new document, when the document is being saved for the first time, then the compliance checker must automatically scan the document for compliance with legal and regulatory standards before proceeding to save.

Document Modification Compliance Trigger

Given a user modifies an existing document, when the user attempts to save the changes, then the compliance checker must trigger a scan to ensure all alterations comply with relevant standards before allowing the save action.

Pre-Submission Compliance Review

Given a user is ready to submit a document for review, when the user clicks the 'submit' button, then the compliance checker must perform a final assessment of the document to identify any potential areas of non-compliance prior to submission.

Real-Time Compliance Notifications

Given a user is drafting a document, when a compliance-related issue arises during the drafting process, then the system must provide real-time notifications about the specific non-compliance issues to the user.

Compliance Report Generation

Given the compliance checker has scanned multiple documents, when the user requests a compliance report, then the system must generate a detailed report highlighting all compliance statuses, including any non-compliant documents, with actionable insights for each.

Integration with Audit Preparation

Given the organization is preparing for an audit, when the document compliance checks are executed within the workflow, then the system must compile a summary of all compliant and non-compliant documents, aiding in audit readiness.

Multilingual Compliance Standards Support

User Story: As a global compliance manager, I want to ensure that our document compliance checks can handle multiple languages so that we can manage compliance across different regions without language barriers.
Description: The Multilingual Compliance Standards Support requirement will allow the Document Compliance Checker to evaluate documents in various languages against their respective regulatory standards. This feature is crucial for global organizations operating across different jurisdictions where compliance criteria may differ. It enables organizations to maintain compliance regardless of the language of the document, ensuring that all personnel can contribute to compliance management effectively.
Acceptance Criteria: Evaluating a Spanish document against compliance standards during a quarterly audit.

Given a document in Spanish with potential compliance issues, when the Document Compliance Checker is run, then it should highlight all areas of non-compliance as per Spanish regulations and provide suggestions for rectification.

Running compliance checks on a French contract before submission to regulatory authorities.

Given a French contract uploaded to the system, when the Document Compliance Checker processes the document, then it should accurately report compliance status with French financial regulations and list any non-compliant clauses requiring user attention.

Assessing multiple documents in different languages for a multinational organization.

Given a set of documents in English, German, and Italian, when the Document Compliance Checker evaluates these at once, then it should process all documents correctly and provide individual compliance results for each language without errors.

Checking compliance of a German employment contract in a workflow approval process.

Given a German employment contract submitted for approval, when the Document Compliance Checker is invoked, then it should confirm compliance with German labor laws and allow the document to move forward in the approval workflow if compliant.

Using the Document Compliance Checker to update compliance knowledge base with multilingual standards.

Given that a new regulatory standard is introduced in Italian law, when the Document Compliance Checker is updated, then it should seamlessly include this standard into the compliance checking functionality for documents in Italian.

Verifying compliance of a non-English user-generated document by non-expert users.

Given a user uploads a compliance-critical document in Dutch, when the Document Compliance Checker is utilized, then it should provide an easy-to-understand compliance report that highlights key compliance areas even for non-expert users.

Auditor Access Control

User Story: As an IT security administrator, I want to control auditor access to compliance documents so that sensitive information is only available to authorized users, ensuring data security and compliance with regulations.
Description: The Auditor Access Control requirement is designed to set specific permission levels for auditors accessing compliance reports and documents. This will implement role-based access controls to ensure that only authorized personnel can view or modify sensitive information related to compliance issues. This feature enhances data security and ensures that compliance-related data is handled according to organizational policies and regulatory requirements.
Acceptance Criteria: Auditor successfully logs in to the EcoPaperly platform using their assigned credentials to access compliance-related documents and reports for review.

Given an auditor with valid credentials, when they attempt to log in, then they should be granted access to the compliance reports only if their role includes auditing permissions.

An auditor attempts to access a compliance report that includes sensitive organizational data. The access control must prevent unauthorized users from viewing this report.

Given a user without auditor permissions, when they try to access the compliance report, then they should receive an error message indicating insufficient permissions.

An administrator modifies the permission levels for a specific auditor and checks to ensure the changes take effect immediately.

Given an administrator updates an auditor's access level, when the update is saved, then the auditor's new permissions should be enforced the next time they log in.

An auditor needs to report an issue they encounter while accessing compliance documents, which should be tracked for resolution with appropriate permissions.

Given an auditor encounters an access issue, when they submit a report detailing the problem, then their report should be logged appropriately for follow-up by the admin team.

An auditor needs to ensure compliance documents are accessible only to individuals with proper clearance during an internal audit.

Given the compliance documents are stored in the EcoPaperly platform, when an auditor reviews the access logs, then they should only see entries for users with auditor roles accessing these documents within the specified time frame.

After receiving a compliance report, an auditor should be able to download the report securely without compromising data integrity.

Given an auditor accesses a compliance report, when they select the download option, then they should receive a secure file download that preserves the document's integrity and format.

The system should send alerts to auditors upon any modification of their permissions to ensure transparency and awareness.

Given a change is made to an auditor's access permissions, when the change is saved, then an alert notification should be sent to the affected auditor's registered email address.

Audit Trail Tracker

The Audit Trail Tracker meticulously logs all changes made to compliance documents and processes, providing a clear trail for audits or reviews. Users can easily access version histories and changes, ensuring transparency and accountability in document management. This feature enhances security and minimizes risks associated with compliance failures, enabling users to build trust with stakeholders.

Requirements

Comprehensive Change Log

User Story: As a compliance officer, I want to see a detailed change log for all compliance documents so that I can ensure every modification is accountable and traceable during audits.
Description: The Comprehensive Change Log requirement ensures that every change made to compliance documents is automatically recorded in detail, with timestamps, user identifiers, and descriptions of modifications. This feature will enhance the audit trail capabilities by not only tracking the changes but also allowing users to filter and sort through logged changes effectively. The primary goal is to enable organizations to maintain a robust history of document modifications, thus ensuring accountability and facilitating seamless audits. Additionally, it will include an interface for easy access to change logs, improving user experience and integration within the EcoPaperly dashboard.
Acceptance Criteria: User accesses the Comprehensive Change Log to review all modifications made to a specific compliance document over the past month.

Given a user is logged into EcoPaperly, when they navigate to the Comprehensive Change Log and select a specific compliance document, then they should see a detailed list of all changes made to that document, including timestamps, user identifiers, and modification descriptions for the last month.

User searches for changes made by a specific user within the Comprehensive Change Log.

Given a user has accessed the Comprehensive Change Log, when they filter the log by a specific user identifier, then the log should display only the changes made by that user, along with all relevant details (timestamps and modification descriptions).

User wants to sort the changes logged in the Comprehensive Change Log by date.

Given a user is viewing the Comprehensive Change Log, when they select the option to sort by date, then the changes should display in chronological order, from oldest to newest or vice versa as per the selected option.

User attempts to access an Audit Trail of a compliance document that has been deleted.

Given a user is logged in and attempts to access the Comprehensive Change Log for a deleted compliance document, then the system should display a notification indicating that the document is deleted but provide access to historical logs of changes that were made prior to deletion.

User reviews the Comprehensive Change Log for a version history of changes related to compliance processes.

Given a user is on the Comprehensive Change Log page, when they select a compliance process, then they should see a complete version history including details of each change, listed in reverse chronological order with timestamps and user information.

User checks if the Comprehensive Change Log is accessible from the EcoPaperly dashboard.

Given a user is logged into EcoPaperly, when they look for the Comprehensive Change Log link on the dashboard, then the link should be visible and accessible and lead directly to the Change Log interface.

Version Control System

User Story: As a team member, I want to manage different versions of compliance documents easily so that I can restore previous versions if necessary, maintaining accuracy and compliance.
Description: The Version Control System requirement introduces a structured approach to managing document versions within the Audit Trail Tracker. Each version of a document will be automatically saved, allowing users to revert to previous versions easily. This feature minimizes risks associated with compliance failures by allowing teams to restore previous states of the documents in case of errors or discrepancies. The implementation of this system will involve a visible interface that showcases current and past versions of documents, with options for comparison and restoration. This provides users not only with clarity but also with peace of mind regarding document integrity.
Acceptance Criteria: Version Restoration by User

Given a user is on the version control interface, when they select a previous version of a document and confirm the restoration action, then the document should revert to the selected version without errors.

Version History Access

Given a compliance document exists within the Audit Trail Tracker, when a user accesses the document, then they should see a complete history of all versions along with timestamps and user details for each change.

Document Comparison Feature

Given a user is viewing two versions of a document, when they initiate the comparison feature, then the differences between the two versions should be highlighted in a clear and user-friendly manner.

Audit Logging for Version Changes

Given a change is made to a document version, when the version is saved, then an entry should be logged in the audit trail detailing what changes were made, who made them, and when they were made.

User Notification for Version Updates

Given a document has been updated to a new version, when users who have access to the document log in, then they should receive a notification indicating the latest version and summarizing key changes made.

User Permissions for Version Access

Given multiple users with varying levels of access to the Audit Trail Tracker, when a user attempts to view or restore a document version, then the system should enforce appropriate permission settings to allow or deny access.

Real-time Change Notifications

User Story: As a compliance manager, I want to receive real-time notifications about changes to compliance documents so that I can act swiftly to address any potential compliance issues.
Description: The Real-time Change Notifications requirement ensures that users receive immediate alerts regarding any changes made to compliance documents they are monitoring. This feature will involve an opt-in notification system where users can choose to receive email or in-platform alerts based on their preferences. The ability to stay informed in real-time is crucial for organizations to respond promptly to changes that may impact compliance status. This feature not only increases operational efficiency by reducing the likelihood of compliance risks but also fosters an environment of transparency and trust among team members and stakeholders.
Acceptance Criteria: User opts into real-time change notifications for a specific compliance document via their account settings.

Given the user has opted in for notifications, when a change is made to the monitored document, then the user should receive a notification within 5 minutes via their selected method (email or in-platform notification).

User modifies their notification preferences for compliance document changes after initially opting in.

Given the user has previously opted in for notifications, when they update their notification preferences, then their settings should reflect the new preferences immediately without errors.

User receives multiple alerts for changes made to the same compliance document within a short time frame.

Given the user has opted in for notifications, when multiple changes are made to a compliance document within a 30-minute period, then the user should receive a single cumulative notification summarizing those changes.

System administrators want to monitor opt-in rates for real-time change notifications among users.

Given the system administrator requests a report on notification opt-in rates, when the report is generated, then it should accurately reflect the percentage of users who have opted in versus those who have not.

User navigates to the notification settings page to review their current subscriptions.

Given the user is on their account settings page, when they access the notification settings, then they should see a clear list of documents for which they are subscribed to notifications and the current notification method selected.

User tries to opt into real-time notifications without providing valid contact information.

Given the user is on the notification settings page, when they attempt to submit their preferences without a valid email address or in-platform ID, then the system should display an appropriate error message prompting them to enter valid information.

User experiences an issue with delayed notifications and needs assistance.

Given the user has reported delayed notifications, when support investigates the issue, then they should find the logs accurately reflecting the timing and delivery of notifications without inconsistencies.

Audit Report Generator

User Story: As an auditor, I want to generate detailed reports on compliance document changes so that I can present a clear summary during regulatory reviews or internal audits.
Description: The Audit Report Generator requirement enables users to create comprehensive reports of changes made to compliance documents over specified periods. This feature allows users to customize reports by selecting date ranges, types of changes, and specific documents. The generated reports will be formatted for easy printing and distribution, making it simpler for organizations to demonstrate compliance during audits. By providing a straightforward way to access a summary of document changes, this feature enhances usability and provides value to users tasked with compliance oversight.
Acceptance Criteria: Audit Report Generation for Regulatory Compliance

Given a user has access to the Audit Report Generator, when they specify a date range and select document types for the report, then the system should generate a report that includes all changes made to the specified documents within the selected date range.

Customizing Audit Report Parameters

Given a user is creating a report, when they customize the parameters by selecting specific documents and change types, then the generated report should accurately reflect only the selected documents and their respective changes.

Printable Audit Report Format

Given a user has generated an audit report, when they request to print the report, then the report should be displayed in a printable format that is clear and professionally structured for distribution.

Accessing Version Histories from Audit Reports

Given a user has generated an audit report, when they click on any change listed in the report, then the system should redirect them to the corresponding version history for that specific document change.

User Notification for New Audit Reports

Given a user who has requested an audit report, when the report is generated, then the system should send a notification to the user's registered email indicating that the report is ready for review.

Error Handling during Report Generation

Given a user attempts to generate an audit report with invalid parameters, when the system processes the request, then it should display an informative error message indicating the issue without generating the report.

User Access Control for Audit Report Generation

Given multiple users in the system, when a user attempts to generate an audit report, then the system should verify that the user has the necessary permissions before allowing report generation.

Searchable Change History

User Story: As a document manager, I want to search through change histories quickly so that I can find specific changes without wasting time sifting through the entire log.
Description: The Searchable Change History requirement ensures that users can search through the entire change log using specific keywords, dates, and user details. This functionality will enhance the user experience by allowing quick access to relevant information about document changes without having to scroll through extensive logs manually. Implementing a search feature in the Audit Trail Tracker not only saves time but also boosts productivity by ensuring that users can focus on relevant changes, leading to quicker decision-making and effective compliance management.
Acceptance Criteria: Users need to quickly locate specific changes to a compliance document within the Audit Trail Tracker over the past month.

Given a user is on the Audit Trail Tracker page, when they enter a keyword into the search bar, then the system should display a list of changes that match the keyword within 5 seconds.

Compliance officers are conducting a review and need to filter changes made by a specific user to a document.

Given a user is on the Audit Trail Tracker page, when they select a user's name from the filter options and click 'Apply', then only changes made by that user should be displayed in the change history.

An auditor is reviewing the changes made in the last week to ensure all modifications comply with regulations.

Given a user is on the Audit Trail Tracker page, when they set the date filter to the last week, then the displayed change history should only include entries from that date range.

A user wants to find all changes related to a specific compliance standard referenced in the change log.

Given a user is on the Audit Trail Tracker page, when they type the compliance standard into the search bar, then the system should return all relevant changes associated with that standard within 5 seconds.

A user needs to verify the accuracy of changes made to documents by typing keywords related to the document title.

Given a user is on the Audit Trail Tracker page, when they enter a keyword related to the document title in the search bar, then the system should highlight matching entries in the change history.

An organization is preparing for an audit and wants to review all changes made during the last audit period.

Given a user is on the Audit Trail Tracker page, when they set the date filter to the last audit period, then the system should show all changes made during that time period, ensuring completeness of the history.

Compliance Training Modules

The Compliance Training Modules deliver essential training resources on regulatory requirements and organizational policies directly within EcoPaperly. Users can access interactive courses and quizzes to enhance their understanding of compliance issues, ensuring that everyone is well-informed and equipped to contribute to compliance initiatives. This feature promotes a culture of compliance awareness and collective responsibility.

Requirements

Interactive Course Access

User Story: As a compliance officer, I want to access interactive training modules within EcoPaperly so that I can efficiently provide my team with the necessary resources to understand and adhere to regulatory requirements.
Description: The Interactive Course Access requirement enables users to seamlessly access a variety of compliance training modules directly within the EcoPaperly platform. This feature ensures that users can engage with interactive learning materials, quizzes, and supplementary resources at their own pace. The benefit of this requirement is that it promotes self-directed learning and empowers users to understand regulatory requirements effectively. By integrating this into EcoPaperly, users can stay updated on compliance issues, reinforcing their ability to contribute meaningfully to compliance initiatives. The expected outcome is a well-informed workforce that adheres to organizational policies and regulations, thus enhancing overall compliance awareness.
Acceptance Criteria: User accesses a compliance training module for the first time.

Given a registered user is logged into EcoPaperly, when they navigate to the compliance training section and select a module, then they should be able to access the interactive content without errors.

User completes a compliance quiz after finishing a training module.

Given the user has engaged with the training module content, when they complete the accompanying quiz, then they should receive immediate feedback on their performance along with the correct answers for any questions they missed.

User wants to revisit previously completed compliance training modules.

Given a user is logged into EcoPaperly, when they select the option to view their completed training modules, then they should see a list of all modules they have completed with the date of completion and the option to retake the quizzes.

Admin monitors user progress in compliance training modules.

Given an admin user is logged into the EcoPaperly dashboard, when they access the compliance training analytics section, then they should be able to see real-time statistics on user participation, including the number of modules completed and quiz scores for all users.

User attempts to access a compliance training module without internet connectivity.

Given a user is in an environment with no internet access, when they try to access a compliance training module, then they should receive a user-friendly error message indicating that internet connectivity is required to access the content.

New compliance training modules are added to the platform.

Given that new compliance training modules have been developed, when an admin uploads these modules to the EcoPaperly platform, then they should immediately appear in the training module list for all users without requiring a system restart.

Quiz and Assessment Functionality

User Story: As a trainee, I want to take quizzes after completing training modules in EcoPaperly so that I can test my understanding of compliance issues and reinforce my learning.
Description: The Quiz and Assessment Functionality requirement provides users with the ability to complete quizzes and assessments after engaging with compliance training modules. This feature is critical for reinforcing learning and assessing users' understanding of key compliance topics. By incorporating interactive quizzes into the training process, users can receive immediate feedback on their knowledge, while also preparing for real-world compliance challenges they may face in their roles. This integration within EcoPaperly enhances the overall training experience and ensures users are well-prepared for compliance responsibilities, leading to improved compliance outcomes for the organization.
Acceptance Criteria: User submits a completed quiz after finishing a compliance training module.

Given the user has completed a compliance training module, when they select the 'Submit Quiz' button, then their answers should be recorded, and they should receive immediate feedback on their performance.

Admin views aggregated quiz results across all users after training completion.

Given the admin accesses the Quiz Results dashboard, when they filter results by date and training module, then they should see a summarized report of user performance metrics including average scores and completion rates.

User retakes a quiz for a compliance training module they previously failed.

Given a user has failed a quiz, when they choose to retake the quiz, then they should receive a new set of questions that are different from the previous attempt and their score should be updated accordingly.

User accesses help resources while taking a quiz.

Given the user is in the middle of a quiz, when they click on the 'Help' icon, then they should be provided with relevant resources and tips to assist them in answering the questions.

The system tracks time taken to complete the quiz.

Given the user starts a quiz, when they finish it, then the system should log the time taken to complete the quiz and display it on the results page.

Users receive reminders to complete pending quizzes after training modules.

Given a user has completed a training module but has not submitted the corresponding quiz, when two days pass, then the user should receive an automated reminder notification about the pending quiz.

User feedback is collected after quiz completion.

Given the user has submitted a quiz, when they are directed to a feedback page, then they should be prompted to rate their quiz experience and provide additional comments, which should be stored in the system for review.

Progress Tracking and Reporting

User Story: As a manager, I want to track my team's progress through compliance training modules so that I can ensure they are learning effectively and identify areas for improvement.
Description: The Progress Tracking and Reporting requirement allows users and administrators to monitor individual and team progress through the compliance training modules. By implementing a tracking system, users can view their completion status, quiz results, and areas needing improvement. This functionality enhances engagement by providing a clear overview of learning paths and achievements. It also supports organizational compliance initiatives by enabling administrators to assess training effectiveness and identify knowledge gaps across different teams. Integration of this requirement within EcoPaperly will facilitate a data-driven approach to compliance training and foster a culture of accountability and improvement.
Acceptance Criteria: Users can view their individual progress on completion of training modules within their EcoPaperly dashboard.

Given a user is logged into EcoPaperly, when they navigate to the compliance training section, then they should see their current progress percentage, completed modules, and pending modules listed clearly.

Administrators can generate reports on team progress in compliance training modules.

Given an administrator has access to the reporting tools, when they select a specific team from the dropdown menu and click 'Generate Report', then a detailed report outlining the individual progress of all team members should be generated and displayed in a downloadable format.

Users receive instant feedback on quiz results after completing compliance quizzes.

Given a user completes a quiz, when they submit their answers, then they should receive immediate feedback displaying their score, correct answers, and areas needing improvement.

Compliance training modules include a feature for users to set personal learning goals for better engagement.

Given a user is in the compliance training module's interface, when they choose to set a learning goal, then they should be able to specify their goal, which will be tracked and displayed in their progress metrics.

Administrators can identify knowledge gaps based on quiz results across different teams.

Given an administrator reviews team quiz results, when they access the knowledge gap analysis tool, then they should see a summary highlighting modules where team members scored below a threshold percentage, enabling targeted interventions.

The system alerts users and administrators about upcoming deadlines for compliance training.

Given a user or administrator is logged into EcoPaperly and nearing the completion deadline for a training module, when they access their dashboard, then they should see a notification banner reminding them of the imminent deadline.

The tracking system securely stores user progress data in compliance with data protection regulations.

Given a user completes compliance training modules, when the data is stored, then it should be encrypted and comply with relevant data protection regulations, ensuring user confidentiality and security.

Certification Issuance

User Story: As an employee, I want to receive a certificate after completing my compliance training in EcoPaperly so that I can demonstrate my knowledge and completion of required training.
Description: The Certification Issuance requirement enables the automated generation and distribution of compliance training certificates upon successful completion of training modules and quizzes. This functionality not only recognizes individual achievements but also serves as an essential documentation of compliance training for regulatory purposes. By integrating this capability within EcoPaperly, organizations can streamline the compliance documentation process, ensuring that all employees have the requisite certifications on file. The expected outcome is a more efficient method for managing compliance records, ultimately reducing the administrative burden on compliance officers and reinforcing a culture of compliance within the organization.
Acceptance Criteria: Certification Issuance for Completed Training Module

Given a user has completed a compliance training module and quiz, when they finish the course, then a certificate is automatically generated and sent to their registered email address within 5 minutes.

Certificate Storage Verification

Given a user has received their compliance certificate, when they access their profile, then the certificate must be available for download and must be stored in the system for future reference for at least 5 years.

Automated Reminder for Certification Renewal

Given a user has completed compliance training, when the renewal date approaches (90 days before expiration), then the system must send an automated reminder to the user's email address and the compliance officer's email.

User Notification on Successful Completion

Given a user has successfully completed a compliance training module, when the course is finished, then the user must receive an on-screen notification confirming their accomplishment.

Tracking Certification Status for Compliance Officer

Given a compliance officer accesses the certification records, when they filter for users by training completion date, then they must see an accurate and updated list of all employees with issued certificates.

Audit Trail for Certificate Issuance

Given a certification has been issued, when an audit is performed, then there must be a complete log of the issuance process, including date, time, and the user’s details.

Accessibility Compliance for Certificates

Given a user requests their compliance certificate in an alternative format, when they request it, then the system must provide an accessible version of the certificate that meets ADA standards.

Mobile Accessibility

User Story: As a remote employee, I want to access compliance training modules on my mobile device so that I can learn at my convenience without being tied to a desk.
Description: The Mobile Accessibility requirement ensures that compliance training modules can be accessed on mobile devices, providing users the flexibility to learn anytime and anywhere. This feature is vital in today’s mobile-driven world, where convenience and accessibility are paramount for effective training engagement. By integrating mobile responsiveness into EcoPaperly, users can complete training modules and assessments on their smartphones or tablets, boosting overall participation rates and facilitating a continuous learning environment. The expected outcome is enhanced user experience and training completion rates, contributing to a more compliant organization.
Acceptance Criteria: Users can access compliance training modules on their mobile devices while commuting to work.

Given a registered user is logged into EcoPaperly on their mobile device, when they navigate to the compliance training section, then they should be able to view and start any available training module without layout issues.

Users can complete quizzes on their mobile devices after taking compliance training modules.

Given a user finishes a compliance training module on their mobile device, when they select to take the quiz, then the quiz should load promptly with all questions visible and functional, with no errors on the user interface.

Users receive notifications on their mobile devices for upcoming compliance training deadlines.

Given a user has registered for compliance training, when the training deadline approaches, then the user should receive a push notification on their mobile device reminding them of the upcoming deadline at least 24 hours in advance.

Users can seamlessly transition from mobile to desktop when accessing compliance training modules.

Given a user has started a compliance training module on their mobile device, when they log into EcoPaperly on their desktop, then they should be able to continue from where they left off without losing any progress.

Users can access compliance training modules with a stable internet connection on their mobile devices.

Given a user is connected to the internet via Wi-Fi or mobile data, when they attempt to access the compliance training modules, then they should experience uninterrupted access and functionality across all features of the training.

Users can adjust settings for mobile accessibility, such as font size and contrast.

Given a user is in the settings area of the mobile app, when they adjust the accessibility options for font size or contrast, then all compliance training modules should reflect these changes immediately upon refresh.

Users can provide feedback on the mobile experience for compliance training modules.

Given a user has completed a training module using a mobile device, when they are prompted to provide feedback, then they should be able to submit their feedback through a simple and functional interface that is easy to navigate.

Dynamic Risk Assessment Tool

The Dynamic Risk Assessment Tool analyzes organizational processes and identifies potential compliance risks in real-time. By offering insights and recommended actions, this feature helps users prioritize efforts to mitigate risks effectively. Staying proactive in risk management aids organizations in achieving their compliance goals more efficiently while maintaining operational integrity.

Requirements

Real-time Risk Monitoring

User Story: As a compliance manager, I want real-time alerts for compliance risks so that I can address potential issues before they affect my organization’s operations.
Description: The Real-time Risk Monitoring requirement ensures that the Dynamic Risk Assessment Tool continuously evaluates organizational processes, identifying compliance risks as they develop. This functionality will allow users to receive immediate alerts about any potential risks, enabling swift decision-making and intervention. This requirement integrates seamlessly with existing workflows, enhancing overall operational integrity by empowering users to address issues proactively and within the standard operational framework. The expected outcome is a robust risk management system that mitigates risks before they escalate, thus enabling enhanced compliance and operational efficiency.
Acceptance Criteria: Real-time risk detection during a routine compliance check.

Given a user initiates a compliance check, when a potential risk is detected in the organizational processes, then the user receives an immediate alert detailing the nature of the risk and recommended actions.

User interaction with risk alerts on the dashboard.

Given a user accesses the Real-time Risk Monitoring dashboard, when the user views the alerts section, then the user can see all current alerts categorized by severity level with timestamps and actionable recommendations.

Integration of risk alerts into existing communication channels.

Given a compliance risk alert is raised, when the alert is triggered, then an automated notification is sent to designated users via email and internal messaging systems, ensuring they are informed in real-time.

User response to risk alerts for resolution tracking.

Given a user receives a risk alert, when the user acknowledges the alert, then the system records the acknowledgement alongside the timestamp and allows the user to document any actions taken for resolution.

Historical analysis of past risk alerts and resolutions.

Given that a user selects the historical data option, when the user views the past risk alerts, then the system displays a report summarizing the nature of past risks, time taken for resolution, and effectiveness of actions taken.

Customizable risk assessment criteria based on user preferences.

Given a user accesses the settings for risk assessment, when the user customizes the risk parameters, then these settings are saved and applied to future monitoring for alignment with organizational policies.

Visual representation of risk trends over time.

Given a user navigates to the risk trends visualization dashboard, when the user selects a time range, then the system displays a chart indicating the frequency and severity of risks detected over that period, allowing for data-driven decision-making.

Automated Risk Reporting

User Story: As a compliance officer, I want automated risk reports delivered to my inbox so that I can review compliance status updates without manual effort and focus on strategic improvements.
Description: The Automated Risk Reporting requirement facilitates the generation of comprehensive risk reports based on the assessments conducted by the Dynamic Risk Assessment Tool. This feature will allow users to receive periodic reports on compliance status and associated risks without having to manually compile data. Reports will include actionable insights and historical data comparisons, helping organizations to track progress over time. By integrating with data analytics tools, this requirement ensures that users can make informed strategic decisions. The anticipated outcome is improved transparency and a systematic approach to compliance management.
Acceptance Criteria: Automated report generation is initiated by a user through the EcoPaperly dashboard, setting the frequency for weekly compliance reports on identified risks.

Given that the user has scheduled a weekly report, When the scheduled time arrives, Then the system generates a comprehensive risk report including relevant insights and historical data comparisons.

A user receives a notification after the automated risk report has been successfully generated and is ready for viewing.

Given that the weekly report has been generated, When the report is ready, Then the user receives an email notification with a link to access the report in real time.

The generated risk report can be accessed by users from the EcoPaperly platform without any errors or access issues.

Given that the user clicks the link in the notification, When they access the report, Then the report loads successfully with all relevant data displayed correctly.

The report includes actionable insights for compliance improvements based on the risk assessments conducted.

Given that the report is generated, When the user reviews the risk report, Then it displays specific actionable insights to mitigate identified risks.

Historical data is accurately compiled and displayed in the risk report for comparison with previous reports.

Given that the user views the risk report, When they scroll to the historical comparison section, Then previous compliance data and trends are accurately represented in the report.

The risk report can be exported in multiple formats (PDF, Excel) for external sharing or record-keeping.

Given that the user wants to share the report, When they select the export option, Then the report is successfully downloaded in the selected format without data loss.

The integration with data analytics tools is functional, allowing users to view advanced analytics related to the risks identified in the reports.

Given that the user accesses the integrated analytics dashboard, When they view the linked data from the risk report, Then the analytics accurately reflects the insights and risks identified.

User Role Customization

User Story: As an admin, I want to customize user roles and access permissions so that team members can only see the information relevant to their responsibilities, enhancing data security and compliance management.
Description: The User Role Customization requirement allows organizations to define user roles and access levels according to their specific compliance needs. This functionality ensures that sensitive compliance data is only accessible to authorized individuals, enhancing security and integrity. Users can set customized permissions to review risk assessments, view reports, and receive alerts based on their roles within the organization. By integrating this feature into the user management system, EcoPaperly can align security protocols with regulatory compliance requirements. The expected outcome is a tailor-fit user experience that promotes accountability and maintains data security.
Acceptance Criteria: User role customization allows a manager to limit access to sensitive compliance reports based on departmental roles within the organization.

Given a manager has logged into EcoPaperly, when they access the user role customization section, then they should be able to create a new role with specific permissions for viewing compliance reports.

An administrator needs to modify existing user roles to enhance security and ensure only designated personnel can receive alerts related to compliance risks.

Given an administrator is in the user management dashboard, when they select an existing user role to edit and update alert preferences, then the changes should be saved successfully and reflected immediately in the user role settings.

A compliance officer wants to review the user roles to ensure that only authorized users have access to risk assessment data.

Given a compliance officer has logged into EcoPaperly, when they navigate to the user roles review panel, then they should see a list of all user roles with their associated permissions clearly displayed.

A user belonging to a specific user role attempts to access a compliance report that is outside their permission levels.

Given a user with restricted permissions attempts to access a sensitive compliance report, when they click on the report link, then they should be redirected to an access denied page with proper messaging indicating insufficient permissions.

An IT security professional needs to receive alerts based on their assigned role after the user role customization settings have been applied.

Given the security professional's role has been configured to receive compliance alerts, when a new compliance risk is detected, then they should receive an alert notification via email in real-time.

Risk Mitigation Action Recommendations

User Story: As a compliance analyst, I want to receive specific mitigating actions for each identified risk so that I can implement solutions effectively and minimize compliance issues.
Description: The Risk Mitigation Action Recommendations requirement provides users with specific, actionable recommendations for addressing identified compliance risks. Utilizing advanced AI algorithms, the feature analyzes the nature of each risk and suggests tailored actions that organizations can implement promptly. This capability further enhances the usability of the Dynamic Risk Assessment Tool as it not only identifies problems but also empowers users with practical solutions. By facilitating smoother operational processes and promoting proactive risk management, this requirement is vital for compliance-focused businesses. The anticipated outcome is increased efficiency and a reduction in the likelihood of compliance breaches.
Acceptance Criteria: User accesses the Dynamic Risk Assessment Tool dashboard and views identified compliance risks for their organization.

Given the user has logged into the EcoPaperly platform, when they navigate to the Dynamic Risk Assessment Tool dashboard, then they should see a list of identified compliance risks, each with an associated risk score and description.

User requests risk mitigation recommendations for a selected compliance risk from the dashboard.

Given the user has selected a compliance risk from the dashboard, when they click on the 'Get Recommendations' button, then the system should provide at least three actionable risk mitigation recommendations tailored to the selected risk.

User reviews and implements the recommended actions to mitigate compliance risks.

Given the user has received risk mitigation recommendations, when they implement any of the suggested actions, then the system should allow the user to mark the action as completed and update the risk status accordingly in the dashboard.

User wishes to track the effectiveness of the mitigation actions taken.

Given the user has marked mitigation actions as completed, when they return to the Dynamic Risk Assessment Tool dashboard, then they should see an updated overview reflecting the effectiveness of those actions within a specified timeframe.

User wants to resend risk recommendations via email to team members for further action.

Given the user is viewing the risk recommendations, when they click on the 'Send Recommendations' option and enter team members' emails, then the system should successfully send a summary of recommended actions to the specified email addresses.

Stakeholders want to assess the overall risk reduction after implementing the recommendations over a set period.

Given that the organization has implemented risk mitigation recommendations for a defined period, when stakeholders review the risk assessment report, then they should see a measurable reduction in the identified risk scores compared to the previous assessment.

Integration with Third-party Compliance Tools

User Story: As a compliance manager, I want to integrate our existing compliance software with the Dynamic Risk Assessment Tool so that all of our compliance data is consolidated in one place for better decision-making.
Description: The Integration with Third-party Compliance Tools requirement ensures that the Dynamic Risk Assessment Tool can seamlessly connect with existing compliance and regulatory tools used by organizations. This integration allows data exchange between systems, providing a cohesive workflow for users who rely on multiple platforms for compliance management. By bridging gaps between different tools, organizations can enhance their overall risk assessment capabilities and streamline processes. The expected outcome is reduced redundancy and a more holistic view of compliance status across all tools.
Acceptance Criteria: Integration with existing compliance tools

Given that the Dynamic Risk Assessment Tool is connected to the third-party compliance tools, When a user updates a compliance status in the tool, Then the changes should reflect in real-time across all connected platforms without data loss or delays.

User authentication and permissions

Given that a user accesses the Dynamic Risk Assessment Tool, When they attempt to connect a third-party compliance tool, Then the system should verify their credentials and permissions before allowing the integration.

Data synchronization process

Given that the Dynamic Risk Assessment Tool is integrated with third-party compliance tools, When any compliance-related data is modified, Then the changes should synchronize automatically across all connected systems within 5 minutes.

Error handling during integration

Given that the Dynamic Risk Assessment Tool is connecting to a third-party compliance tool, When there is a failure in the integration process, Then the system should provide the user with a clear error message and steps for resolution.

User training for tool integration

Given that the Dynamic Risk Assessment Tool has been integrated with third-party compliance tools, When a user accesses the integration feature for the first time, Then they should receive a guided tutorial on how to use the new integration functionalities.

Reporting on integration efficiency

Given that the Dynamic Risk Assessment Tool is operational, When users submit feedback on the integration with compliance tools, Then there should be a report generated summarizing user satisfaction and suggestions for improvements within two weeks of the feedback submission.

Audit trail of data exchanges

Given that the Dynamic Risk Assessment Tool is receiving data from third-party compliance tools, When a data exchange occurs, Then an audit trail should be logged capturing the timestamp, data type, and source of data.

Compliance Training Resources

User Story: As a team leader, I want access to compliance training materials so that my team can stay informed and skilled in managing compliance risks effectively.
Description: The Compliance Training Resources requirement offers users access to a library of training materials and guidelines pertaining to compliance and risk management. This feature provides educational resources that can assist organizations in understanding compliance expectations, best practices, and the effective use of the Dynamic Risk Assessment Tool. By making these resources accessible, EcoPaperly promotes a culture of compliance within organizations. The expected outcome is increased user engagement and competence, resulting in better compliance practices across the organization.
Acceptance Criteria: Accessing the Compliance Training Resources library as a new user through the EcoPaperly platform.

Given the user is logged into the EcoPaperly platform, when they navigate to the Compliance Training Resources section, then they should be able to view all available training materials and guidelines without errors.

Engaging with a training resource within the Compliance Training Resources section.

Given the user selects a specific training resource from the library, when they click on the resource, then they should be redirected to the training material content and have the option to download or view it online.

Tracking user engagement with the Compliance Training Resources to ensure effectiveness of training materials.

Given the user has completed a training module, when they submit their completion, then their progress should be recorded in the system and reflected in their user profile under training history.

Providing recommendations based on user interaction with the Compliance Training Resources.

Given the user has accessed multiple training materials, when they finish a module, then the system will suggest additional relevant resources based on their completed training.

Submitting feedback on the Compliance Training Resources to improve content quality.

Given the user has accessed the training materials, when they fill out a feedback form and submit it, then their feedback should be successfully recorded in the system for review.

Admin reviewing and updating the Compliance Training Resources library to ensure material is current and relevant.

Given the admin is logged into the EcoPaperly backend, when they access the Compliance Training Resources section, then they should see options to edit, add, or remove materials and their changes should be reflected in the user interface immediately upon saving.

Centralized Compliance Repository

The Centralized Compliance Repository serves as a single source of truth for all compliance-related documents, guidelines, and training materials. This feature simplifies access to crucial compliance resources, ensuring users can quickly find and reference the information needed to maintain compliance. By eliminating scattered resources, it streamlines workflows and enhances information-sharing across the organization.

Requirements

Document Version Control

User Story: As a compliance officer, I want to track document versions so that I can ensure all compliance materials are up-to-date and properly approved.
Description: Implement a version control system within the Centralized Compliance Repository that tracks document changes, updates, and approvals. This functionality will allow users to view previous document versions, ensuring that all regulatory and compliance documents are current and accurately maintained. By providing a clear audit trail for document modifications, organizations can ensure compliance with industry standards and reduce the risk of errors in reporting. This system will enhance overall trust in the repository while supporting efficient collaboration amongst team members.
Acceptance Criteria: User views the document version history in the Centralized Compliance Repository.

Given a user is logged into the system, when they select a document, they can see a detailed version history listing all previous versions with timestamps and the names of users who modified the document.

User reverts a document to a previous version within the Centralized Compliance Repository.

Given a user is viewing a document's version history, when they select a previous version to restore, then the system successfully reverts the document to that version and notifies the user of the change.

User approves a new version of a document after making changes in the Centralized Compliance Repository.

Given a user has made changes to a document and submits it for approval, when an admin reviews and approves the document, then the new version is saved with an update timestamp and recorded in the version history.

User searches for a specific compliance document using version numbers in the Centralized Compliance Repository.

Given a user is on the compliance search page, when they input a document title or version number, then the system returns the correct document and its available versions correctly matching the search criteria.

Audit trail of document changes is generated for compliance review in the Centralized Compliance Repository.

Given an organization needs to review document changes for compliance purposes, when they request an audit trail for a specific document, then the system provides a complete log of changes, including the date, user, and nature of each modification.

Notifications are sent to users when a document is updated in the Centralized Compliance Repository.

Given a document has been updated, when the update is saved, then all users who have subscribed to notifications for that document receive an email alert with the changes made.

Automated Compliance Alerts

User Story: As a compliance manager, I want to receive alerts for compliance deadlines so that I can ensure my team meets all requirements on time.
Description: Develop an automated alert system that notifies users of upcoming compliance deadlines, training requirements, and policy changes. This feature will help organizations ensure that all employees are aware of their obligations and deadlines, thereby fostering a culture of compliance. Integrating this alert system with user profiles will allow for personalized notifications based on specific roles and responsibilities, increasing user engagement and accountability towards compliance measures.
Acceptance Criteria: User receives alerts for upcoming compliance deadlines well in advance of their due date.

Given a user has a compliance deadline set in their profile, when the deadline approaches, then the user should receive an automated alert at least one week prior to the deadline.

Training requirements notifications are triggered based on user roles.

Given a user profile is linked to specific training requirements, when a training session is scheduled, then the user should receive an alert notifying them of the training date and requirements associated with their role.

Policy changes trigger alerts to affected users based on their departments.

Given a policy change is made, when the change is recorded in the system, then all users in the relevant departments should receive an alert about the policy update within 24 hours.

Users can customize their alert preferences for compliance notifications.

Given a user is logged into their profile, when they access the alert settings, then they should be able to customize the frequency and types of compliance alerts they wish to receive.

The alert system is monitored for delivery success and user engagement.

Given compliance alerts are sent out, when monitoring the alert system, then there should be at least a 90% delivery success rate and an engagement rate of at least 70% from the users within their notifications.

Alerts contain links to compliance documents for easy access.

Given a user receives a compliance alert, when they view the alert, then the alert should include direct links to the relevant compliance documents or resources for quick access.

System administrators can generate reports on alert effectiveness.

Given the automated alert system is operational, when an administrator requests a report, then the system should provide data on alert delivery rates, user engagement, and follow-up actions taken by users related to compliance.

Search and Filter Functionality

User Story: As a user, I want to easily search for compliance documents so that I can quickly access the information I need to do my job effectively.
Description: Create a robust search and filter capability that enables users to quickly locate specific compliance documents, guidelines, and training materials within the Centralized Compliance Repository. Users should be able to search by keywords, tags, document types, and dates. This functionality will enhance user experience by reducing the time spent searching for critical information, thereby promoting efficiency and ensuring that users can easily find the resources they need to maintain compliance.
Acceptance Criteria: User is searching for a compliance document related to data protection regulations within the Centralized Compliance Repository.

Given the user enters 'data protection' in the search bar, When the search is executed, Then the system should display a list of documents containing the keywords 'data' or 'protection' in the title or content.

User wants to filter compliance documents by type to quickly locate training materials.

Given the user selects 'Training Material' from the document type filter, When the filter is applied, Then the system should display only documents categorized as 'Training Material'.

User needs to find compliance documents that were modified in the last month.

Given the user sets the date filter to 'Last 30 Days', When the filter is applied, Then the system should return documents that have been updated or created in the past 30 days.

User is looking for a specific guideline using tags related to environmental policies.

Given the user enters 'environment' in the tags section, When the search is executed, Then the system should return all documents tagged with 'environment'.

User wants to perform a broad search for compliance guidelines without any filters.

Given the user clicks on the search button without entering any keywords, When the search is executed, Then the system should display a list of all compliance documents sorted by relevance.

User needs to quickly locate documents related to workplace safety.

Given the user enters 'workplace safety' in the search bar, When the user applies the tag filter for 'Safety', Then the system should display documents that match both the search term and the tag filter.

User Access Management

User Story: As an administrator, I want to manage user access to compliance documents so that I can protect sensitive information and comply with regulatory standards.
Description: Establish a comprehensive user access management system that allows administrators to set permissions for accessing compliance documents based on user roles within the organization. This will ensure that sensitive information is only available to authorized personnel, enhancing security and compliance with data protection regulations. The feature will also support the onboarding process by allowing easy assignment of document access for new employees according to their roles.
Acceptance Criteria: User Role Assignment and Permission Setup

Given a user with administrator permissions, when they attempt to assign roles to a new employee, then the system must allow them to select from defined user roles and set document access permissions corresponding to those roles without errors.

Access Control Verification for Compliance Documents

Given a user with a specific role, when they attempt to access compliance documents, then the system must grant or deny access based on the permissions set for their role, with logging of access attempts for audit purposes.

Onboarding Process for New Employees

Given a new employee is onboarded, when an administrator sets their role, then the system automatically assigns access to required compliance documents based on predefined role permissions.

Role-Based Document Access Testing

Given different user roles within the organization, when users attempt to access compliance documents relevant to their roles, then system access must reflect the configured permissions, ensuring users can only access documents they are entitled to.

Audit Trail of Access Permissions Changes

Given any changes to user access permissions, when an administrator modifies document access, then the system must log these changes in an audit trail, capturing the old and new permissions along with timestamps and administrators initiating the change.

User Notification on Access Changes

Given that an administrator changes access permissions, when this change is made, then the affected users must receive a notification via email detailing the specific changes to their document access.

Compliance Document Access for External Auditors

Given an external auditor requiring access to compliance documents, when an administrator grants temporary access, then the system must monitor time-limited access strictly while logging the auditor's activities during this period.

Integrated Training Modules

User Story: As a user, I want to access compliance training modules in the repository so that I can complete my training without having to navigate to multiple platforms.
Description: Integrate training modules specific to compliance topics directly into the Centralized Compliance Repository, allowing users to complete necessary training courses within the same platform. This feature will streamline the training and certification processes, making compliance easier to manage and ensuring that users are always up to date on regulatory requirements. Tracking user progress and completion rates will foster accountability and transparency in compliance education.
Acceptance Criteria: User Access to Training Modules

Given a user has logged into EcoPaperly, when they navigate to the Centralized Compliance Repository, then they should see a list of available training modules related to compliance topics that they can enroll in.

Completion Tracking

Given a user has enrolled in a training module, when they complete the module, then their progress should be tracked in the system, and their completion status should update to 'Completed' in their user profile.

Certificate Generation

Given a user has completed a training module, when they finish the course, then a certificate of completion should be automatically generated and available for download from the Centralized Compliance Repository.

User Notifications for Training Updates

Given new compliance training modules have been added to the repository, when the user logs into EcoPaperly, then they should receive a notification alerting them of the new modules available for enrollment.

Search Functionality for Compliance Documents

Given a user is in the Centralized Compliance Repository, when they utilize the search function to look for specific compliance-related materials, then the system should return relevant documents, guidelines, and training modules that match the search criteria.

User Feedback Option

Given a user has completed a training module, when they finish the module, then they should be prompted to provide feedback on the module content and delivery to improve future training experiences.

Green Supplier Directory

The Green Supplier Directory is an extensive, categorized listing of verified eco-friendly suppliers offering sustainable products and services. Users can browse and discover suppliers based on specific categories, such as recycled paper, sustainable office supplies, or energy-efficient technology. This feature simplifies sourcing efforts, ensuring organizations connect with trusted suppliers who align with their sustainability goals.

Requirements

Supplier Verification System

User Story: As a procurement manager, I want to access a directory of verified eco-friendly suppliers so that I can ensure that all my purchases align with my organization’s sustainability goals.
Description: Implement a robust verification process for suppliers listed in the Green Supplier Directory, ensuring they meet predefined sustainability criteria. The system should automate the validation of supplier certifications, conduct periodic audits, and gather feedback from users. This will establish trust and reliability, allowing users to confidently source products and services from verified eco-friendly suppliers, ultimately enhancing their commitment to sustainability.
Acceptance Criteria: User accesses the Green Supplier Directory and initiates a search for suppliers of recycled paper products.

Given the Supplier Verification System is active, when a user searches for recycled paper suppliers, then only suppliers who meet the sustainability criteria and have valid certifications should be displayed in the results.

A supplier submits their certifications and documentation for inclusion in the Green Supplier Directory through the Supplier Verification System.

Given the supplier has submitted their certifications, when the validation process runs, then the system should automatically verify the authenticity of the certifications and flag any invalid or expired documents.

Users provide feedback on a supplier listed in the Green Supplier Directory after using their products or services.

Given that the feedback feature is enabled, when a user submits feedback for a supplier, then the system should store the feedback and update the supplier's ratings in the directory accordingly.

An administrator reviews supplier certifications that have been flagged as invalid during the verification process.

Given the system flags a supplier's certification as invalid, when the administrator accesses the review dashboard, then they should see detailed reasons for the invalidation and options to contact the supplier for clarification.

Periodic audits are scheduled to ensure suppliers continue to meet sustainability criteria.

Given the supplier is due for a periodic audit, when the audit process is initiated, then the system should automatically notify the supplier and document the results of the audit accordingly.

A user filters suppliers in the Green Supplier Directory to view only those with certified sustainability practices.

Given the user has selected the filter for certified suppliers, when they view the directory, then the results should only display suppliers that have verified sustainability certifications on file.

Category Filter and Search Functionality

User Story: As a user, I want to filter and search for suppliers based on specific categories and keywords so that I can quickly find the products and services that meet my organization’s sustainability needs.
Description: Develop advanced filtering and search capabilities within the Green Supplier Directory, allowing users to easily navigate through various product categories such as recycled materials, biodegradable products, and energy-efficient technology. This functionality should include keyword search, multi-select filters, and sorting options to streamline the supplier discovery process, making it efficient and user-friendly.
Acceptance Criteria: User searches for suppliers offering recycled paper.

Given the user is on the Green Supplier Directory page, when they enter 'recycled paper' in the search bar, then they should see a list of suppliers that exclusively provide recycled paper products.

User utilizes multi-select filters to find biodegradable products and energy-efficient technology.

Given the user is on the Green Supplier Directory page, when they select 'biodegradable products' and 'energy-efficient technology' from the category filters, then the results should display suppliers that offer at least one of the selected categories, ensuring no unrelated suppliers are shown.

User sorts the supplier list by rating.

Given the user has a list of suppliers visible, when they choose to sort the list by 'Rating' in descending order, then the top-rated suppliers should appear first in the list without affecting the availability of other filters.

User applies a keyword search and a category filter simultaneously.

Given the user inputs 'ecofriendly' in the search bar and selects 'sustainable office supplies' from the category filter, when they click the 'Search' button, then the results should return only sustainable office supplies that include 'ecofriendly' in their descriptions.

User intends to clear filters and start a new search.

Given the user has applied multiple filters and performed a search, when they click the 'Clear Filters' button, then all selected filters should be reset, and the directory should display the full list of suppliers again.

User accesses the directory on a mobile device.

Given the user is on the Green Supplier Directory page using a mobile device, when they interact with the search bar and filters, then all functionality must be seamless, ensuring a responsive design without any loss of features.

User views detailed information for a specific supplier.

Given the user has searched for and selected a supplier from the directory, when they click on the supplier's name, then they should be taken to a detailed view page that includes comprehensive information about the supplier and their offerings.

Supplier Rating and Review System

User Story: As an organization, I want to read reviews and ratings of suppliers before making purchasing decisions so that I can choose partners who are reliable and align with my values.
Description: Create a rating and review system that enables users to provide feedback on suppliers based on their experience. This feature should allow for star ratings and written reviews, which will help future users evaluate suppliers and enhance the overall quality of the directory. Encouraging transparency and community engagement, this system will foster a reliable environment for sourcing sustainable products.
Acceptance Criteria: User provides a star rating and written review for a specific supplier they have previously engaged with after a successful transaction.

Given a registered user, when they navigate to a supplier's profile, then they should see the option to rate the supplier between 1 to 5 stars and submit a written review, and the submission should be saved and reflected in the supplier's review section immediately.

New users browse suppliers in the Green Supplier Directory and wish to see ratings and reviews before deciding which supplier to contact.

Given a new user accessing the Green Supplier Directory, when they select a supplier, then they should be able to view the average star rating and all user reviews for that supplier prominently displayed on the supplier's profile.

A user reports inappropriate or spam reviews on a supplier's profile, requesting moderation of such content.

Given a user reports a review for a supplier, when the report is made, then the system should notify the admin team and mark the review for review; the reported review should not be displayed publicly until moderated.

A supplier wishes to respond to a user review to address feedback or provide additional information.

Given a verified supplier, when they access their profile page, then they should have the option to respond to any user reviews, and these responses should be displayed below the original review immediately after submission.

Users want to filter suppliers based on ratings to identify the highest-rated eco-friendly suppliers.

Given a user in the directory, when they apply a filter for star ratings, then the directory should dynamically update to display only suppliers with ratings that meet the specified criteria, such as 4 stars and above.

A user wants to delete their own review from a supplier's profile.

Given a user who has submitted a review, when they choose to delete their review, then the review should be removed from public view and a confirmation message should be displayed to the user.

Integration with Procurement Software

User Story: As a procurement officer, I want to integrate suppliers from the Green Supplier Directory into our procurement system so that I can streamline our sourcing operations without additional manual input.
Description: Design an integration framework that allows the Green Supplier Directory to sync with popular procurement software solutions. This integration should enable users to seamlessly add suppliers from the directory into their procurement processes, facilitating quicker and more efficient sourcing without disrupting existing workflows.
Acceptance Criteria: When a user accesses the Green Supplier Directory within their procurement software, they should see a complete list of available eco-friendly suppliers categorized by product type.

Given the user is logged into the procurement software, when they navigate to the Green Supplier Directory, then they should see an accurate and categorized display of all registered suppliers.

A user selects a supplier from the Green Supplier Directory to add to their procurement list within their software.

Given the user is viewing the details of a supplier in the Green Supplier Directory, when they click 'Add to Procurement', then the supplier should be successfully added to their procurement list without errors.

A user attempts to synchronize the Green Supplier Directory with their procurement software to ensure accommodation of recent supplier updates.

Given recent updates have been made in the Green Supplier Directory, when the user clicks 'Sync' in the procurement software, then the latest supplier information should be accurately reflected in the procurement software.

Users utilize filtering options to search for specific suppliers within the Green Supplier Directory based on their sustainability criteria.

Given the user is browsing the Green Supplier Directory, when they apply specific filters for product type, then only suppliers that meet the filter criteria should be displayed in the results.

A user wants to view detailed information about a specific supplier including their certifications and product offerings.

Given the user selects a specific supplier from the Green Supplier Directory, when they access the supplier's profile, then all relevant details including certifications and product offerings should be displayed clearly.

An organization checks compliance with their sustainability initiatives by reviewing suppliers' certifications listed in the Green Supplier Directory.

Given the user is reviewing the supplier’s profiles in the Green Supplier Directory, when they examine the certifications, then all required certifications should be verifiable and easily accessible for each supplier listed.

Dynamic Supplier Map Feature

User Story: As a sustainability coordinator, I want to see a map of local eco-friendly suppliers so that I can prioritize sourcing from businesses close to our location and support local economies.
Description: Develop a dynamic map feature that visually represents the geographical locations of suppliers listed in the Green Supplier Directory. Users should be able to view suppliers in proximity to their organization, thereby supporting local sourcing initiatives. The mapping tool will enhance user experience and provide valuable insights into regional supplier availability.
Acceptance Criteria: User navigates to the Green Supplier Directory and selects the dynamic supplier map feature to view local suppliers.

Given the user is on the Green Supplier Directory page, when they click on the 'Dynamic Supplier Map' button, then a map should appear displaying supplier locations within a specified radius of the user's organization.

User searches for suppliers using predefined categories on the dynamic map.

Given the user has selected a category filter (e.g., 'recycled paper'), when they apply the filter, then the map should update to only show suppliers that match the selected category.

User interacts with the map markers to get detailed information about a supplier.

Given the user clicks on a specific supplier marker on the map, then a pop-up window should display the supplier's name, address, contact information, and a link to their profile in the directory.

User applies multiple filters to locate suppliers within a desired area.

Given the user selects filters for both distance and category, when they apply these filters, then the map should reflect only those suppliers that meet both criteria within the user's selected distance.

User accesses the dynamic supplier map on different devices to ensure compatibility.

Given the dynamic supplier map feature is designed for web use, when accessed on mobile devices, then the map should be fully responsive and maintain functionality, displaying supplier locations accurately.

User aims to retrieve directions to a supplier from the dynamic supplier map.

Given the user clicks on a supplier marker on the map, when they select the 'Get Directions' option, then the system should integrate with a mapping service to provide driving or walking directions to the user's selected supplier.

Administrator adds a new supplier location to the directory and verifies it appears on the map.

Given an administrator accesses the supplier management interface, when they add a new supplier location and click save, then the new supplier's location should be updated and displayed accurately on the dynamic supplier map within 10 minutes.

Performance Analytics Dashboard

User Story: As a product manager, I want access to performance analytics of the Green Supplier Directory so that I can assess user engagement and identify areas for feature enhancement.
Description: Create an analytics dashboard that tracks key performance metrics of the Green Supplier Directory, such as usage statistics, the number of suppliers added, and user interaction rates. This dashboard will aid in understanding user behavior and assessing the effectiveness of the directory, enabling data-driven decisions for continuous improvement.
Acceptance Criteria: Dashboard functionality for real-time performance tracking of the Green Supplier Directory.

Given the user accesses the Performance Analytics Dashboard, when the dashboard is loaded, then it displays key performance metrics such as the number of suppliers added, usage statistics, and user interaction rates.

Real-time data update on the performance metrics displayed in the dashboard.

Given the user is viewing the Performance Analytics Dashboard, when new supplier data is added or user interactions occur, then the dashboard updates the displayed metrics in real-time without requiring a refresh.

User filtering options for metrics displayed on the dashboard.

Given the user is on the Performance Analytics Dashboard, when the user selects a specific time frame or metric category (e.g., monthly, quarterly), then the dashboard displays metrics filtered according to the selected parameters.

Export functionality of the performance metrics data from the dashboard.

Given the user is on the Performance Analytics Dashboard, when the user clicks the export button, then the system generates a downloadable CSV file containing all displayed performance metrics.

User access permissions for viewing the Performance Analytics Dashboard.

Given a user with standard access role attempts to access the Performance Analytics Dashboard, when the user accesses the URL, then the system denies access and displays an appropriate message for unauthorized users.

Visualization of data trends on the Performance Analytics Dashboard.

Given the user accesses the Performance Analytics Dashboard, when the dashboard loads successfully, then it displays data trends graphically (e.g., line charts or bar graphs) for key metrics over the selected time frame.

Sustainable Product Comparison Tool

The Sustainable Product Comparison Tool enables users to compare various eco-friendly products side-by-side based on key criteria such as pricing, environmental impact, and supplier ratings. By allowing users to evaluate options visually, this feature helps them make informed purchasing decisions while ensuring alignment with their sustainability objectives, ultimately saving time and enhancing cost-effectiveness.

Requirements

Product Selection Criteria

User Story: As an eco-conscious consumer, I want to set specific criteria for product evaluation so that I can ensure I am making purchasing decisions that align with my sustainability goals.
Description: This requirement focuses on enabling users to define and select specific criteria for comparing eco-friendly products within the Sustainable Product Comparison Tool. It will allow users to choose from options such as pricing, environmental certifications, carbon footprint, customer reviews, and supplier reputation. The ability to customize selection criteria will enhance user engagement and ensure purchases align with specific sustainability values. Integration with existing data sources will be essential to provide real-time information for accurate comparisons and informed decision-making.
Acceptance Criteria: User selects specific criteria for product comparison in EcoPaperly's Sustainable Product Comparison Tool.

Given the user is on the Sustainable Product Comparison Tool, when they navigate to the criteria selection menu and choose at least three criteria to compare, then the selected criteria are applied and reflected in the product comparison results.

User compares multiple eco-friendly products using selected criteria.

Given the user has selected their criteria and clicked on 'Compare', when the system generates the comparison results, then the displayed results must include all selected criteria and their corresponding values for each product.

User filters products based on supplier ratings within the comparison tool.

Given the user has applied a supplier rating filter, when the comparison results are displayed, then only products that meet or exceed the specified supplier ratings should be visible in the results.

User views environmental impact data for each product in the comparison tool.

Given the user has selected 'Environmental Impact' as one of the criteria, when the comparison results load, then each product must display accurate and up-to-date environmental impact data sourced from integrated data sources.

User saves their selected criteria for future use in the Sustainable Product Comparison Tool.

Given the user has selected criteria and clicks on 'Save Criteria', when they return to the tool, then the previously saved criteria should be automatically loaded and displayed in the criteria selection menu.

User accesses customer reviews data for the products being compared.

Given the user has chosen 'Customer Reviews' as a comparison criterion, when the comparison is generated, then each product should show a summary of customer reviews and average ratings based on real-time data from integrated review sources.

Visual Comparison Interface

User Story: As a user, I want a clear visual comparison of products so that I can quickly grasp the differences and similarities to make an informed choice.
Description: The Visual Comparison Interface requirement involves creating a user-friendly, visually appealing interface that allows users to easily compare selected eco-friendly products side-by-side. This interface will feature intuitive design elements such as graphs, charts, and tables, presenting the key comparison metrics clearly. The goal is to facilitate quick understanding and analysis of product offerings, enabling users to recognize differences and similarities at a glance. This feature will enhance user experience and streamline the decision-making process.
Acceptance Criteria: User selects multiple eco-friendly products for comparison from a product listing page and navigates to the comparison interface.

Given the user has selected at least two products, when they click 'Compare', then the Visual Comparison Interface should display the selected products side-by-side with their key metrics.

A user is viewing the Visual Comparison Interface and wants to understand the environmental impact of the products being compared.

Given the user is in the Visual Comparison Interface, when they hover over the environmental impact graph, then a tooltip should display detailed information about each product's carbon footprint and sustainability ratings.

A user wants to sort the comparison results based on product pricing.

Given the user is in the Visual Comparison Interface, when they click on the 'Sort by Price' button, then the products should rearrange in ascending order of price, clearly showing the updated price arrangement.

A user is comparing products and needs to download the comparison results for offline viewing.

Given the user is in the Visual Comparison Interface, when they click the 'Download Comparison' button, then a CSV file containing the comparison details should be downloaded to their device.

A user accesses the Visual Comparison Interface on a mobile device and wants to ensure usability.

Given the user is using the Visual Comparison Interface on a mobile device, when they interact with the elements, then all charts and comparison tables should be responsive and easily readable on the screen.

A user wants to update their product selection in the Visual Comparison Interface.

Given the user is viewing the Visual Comparison Interface, when they select a different product from the product list, then the interface should update in real-time to reflect the new selections and clear outdated metrics.

Supplier Rating System

User Story: As a procurement officer, I want to see supplier ratings so that I can choose products from trustworthy sources and support suppliers with positive sustainability practices.
Description: This requirement establishes a supplier rating system that aggregates reviews and feedback about eco-friendly suppliers from multiple sources. By providing ratings based on customer experiences, delivery reliability, and product quality, users can gain insight into which suppliers align with their values. This information will be integrated into the comparison tool, enhancing the credibility of product selections and allowing users to make informed evaluations based on supplier performance.
Acceptance Criteria: Supplier Rating Display in Product Comparison Tool

Given the user is on the Sustainable Product Comparison Tool, When they select a product, Then the associated supplier ratings are displayed clearly alongside the product details, including a visual rating system (stars or numeric score).

Dynamic Updates of Supplier Ratings

Given the supplier ratings are updated based on new reviews, When a user accesses the comparison tool, Then the tool reflects the most current ratings without the need for a refresh.

Filtering Products by Supplier Ratings

Given the user is viewing eco-friendly products, When they apply a filter for supplier ratings, Then only products with suppliers that meet the specified rating criteria are displayed.

User Feedback Submission on Supplier Ratings

Given the user has experience with a supplier, When they submit feedback through the tool, Then the new feedback is recorded and considered in the supplier's rating after moderation.

Supplier Rating Source Transparency

Given the user is viewing supplier ratings, When they click on the rating information, Then a modal displays the sources of the reviews and feedback used to calculate the rating.

Historical Supplier Rating View

Given the user is interested in supplier performance over time, When they access the supplier rating details, Then a historical trend of supplier ratings is presented graphically for the last six months.

Mobile Compatibility

User Story: As a busy professional, I want to access the product comparison tool on my mobile device so that I can compare products and make decisions even while I'm on the move.
Description: The Mobile Compatibility requirement ensures that the Sustainable Product Comparison Tool is fully responsive and functional on mobile devices. Given the increasing trend of mobile usage, this feature will allow users to access the tool from anywhere, compare products on-the-go, and make immediate purchasing decisions. Implementation will involve testing across various devices and screen sizes to provide a seamless experience for all users, encouraging greater usage and enhancing overall accessibility.
Acceptance Criteria: Users can access the Sustainable Product Comparison Tool from various mobile devices and view product comparisons in a user-friendly interface.

Given a user opens the tool on a mobile device, when the product comparison page loads, then all products should be displayed correctly and legibly without horizontal scrolling.

Users can filter and sort eco-friendly products using the mobile interface effectively.

Given a user applies filters to the product comparison tool on a mobile device, when the user selects different filter options, then the displayed products should update within 2 seconds while maintaining the mobile layout.

Users can navigate back to the product listing from the comparison tool on mobile without losing their previous filters and selection.

Given a user is viewing the product comparison on mobile, when the user clicks the back button, then they should be redirected to the product listing with all previous filters and selections intact.

The Sustainable Product Comparison Tool's response time meets user expectations on mobile devices.

Given a user interacts with the tool on a mobile device, when they perform any action (filter, sort, etc.), then the response time should not exceed 3 seconds.

The layout of the Sustainable Product Comparison Tool is optimal for mobile use, enhancing usability and accessibility.

Given a user accesses the tool on various mobile devices, when they interact with every component, then all buttons, links, and text should be easily clickable and readable.

Users should receive a notification if the tool cannot load due to connectivity issues on mobile.

Given a user attempts to access the tool on a mobile device with poor connectivity, when the tool fails to load, then they should receive a notification indicating connectivity issues and suggesting they try again later.

The comparison tool should provide a seamless experience across different screen resolutions and orientations (portrait and landscape) on mobile devices.

Given a user rotates their mobile device from portrait to landscape mode, when the product comparison tool is viewed, then the layout should adapt seamlessly without distortion or loss of functionality.

User Feedback Mechanism

User Story: As a user, I want to give feedback on the product comparison tool so that I can help improve its features and usability for future users.
Description: The User Feedback Mechanism requirement enables users to provide feedback on the comparison tool and product selections directly through the interface. This feature will allow users to voice their opinions on usability, functionality, and product offerings. Responses will be used to enhance user experience and refine the tool over time, ensuring it continues to meet the needs of eco-conscious consumers. Implementing this feedback loop will foster a community around sustainability and consumer choice.
Acceptance Criteria: User submits feedback on the Sustainable Product Comparison Tool after using the feature for a week.

Given the user has accessed and used the Sustainable Product Comparison Tool, when they click on the feedback button and submit their comments, then the feedback should be recorded and acknowledged with a confirmation message.

User rates the Sustainable Product Comparison Tool based on usability immediately after using it for the first time.

Given a user has just completed their first comparison using the tool, when they are prompted to rate their experience on a scale of 1 to 5, then their rating should be saved and displayed in the feedback summary dashboard.

User accesses the feedback section to view responses from other users about the Sustainable Product Comparison Tool.

Given the user is on the feedback page, when they request to see feedback from other users, then a list of recent feedback entries should be displayed in chronological order with filters for product categories.

User provides feedback indicating a feature they would like to see added to the Sustainable Product Comparison Tool.

Given the user has selected the 'Suggest a Feature' option and submits their desired feature, when the submission is processed, then it should be logged in the database for review by the development team.

User receives an email confirmation after submitting feedback on the tool.

Given the user has submitted feedback through the application, when the submission is successful, then an email confirmation should be sent to the user's registered email address within 15 minutes.

Admin reviews the collected user feedback for trends and insights.

Given the admin logs into the admin dashboard, when they navigate to the feedback review section, then they should be able to filter and sort feedback by date, rating, and type of feedback to identify trends.

Eco-Purchasing Insights

The Eco-Purchasing Insights feature provides users with analytics on their purchasing behavior related to eco-friendly products. It highlights trends, savings comparisons with traditional products, and carbon footprint reductions achieved through sustainable purchases. By offering actionable insights, this feature empowers organizations to optimize their procurement strategies and further their commitment to sustainability.

Requirements

Real-time Eco-Analytics Dashboard

User Story: As a procurement officer, I want to see real-time analytics on my eco-friendly purchases so that I can make informed decisions that align with our sustainability goals.
Description: The Real-time Eco-Analytics Dashboard requirement involves creating an interactive, visually appealing dashboard that provides users with real-time insights into their purchasing behaviors related to eco-friendly products. It should display key metrics, such as the percentage of eco-friendly versus traditional purchases, total savings, carbon footprint reductions, and trends over time. Integration with existing procurement data sources is essential for accuracy in reporting. A user-friendly interface will facilitate navigation and data analysis, enhancing decision-making capabilities. The expected outcome is to empower users with data that supports sustainable purchasing decisions, driving further adoption of eco-friendly products within their organizations.
Acceptance Criteria: User accesses the Eco-Analytics Dashboard to view their purchasing behavior at the end of the month during the sustainability review meeting with staff.

Given the user has access to the Eco-Analytics Dashboard, when they navigate to the dashboard at the end of the month, then they should see real-time metrics displayed for eco-friendly versus traditional purchases, total savings, and carbon footprint reductions.

The user filters the Eco-Analytics Dashboard to analyze data over the past quarter during a strategic planning session.

Given the user is viewing the Eco-Analytics Dashboard, when they select a date range filter for the past quarter, then the dashboard should refresh and display metrics and trends for that selected period accurately.

The user shares the Eco-Analytics Dashboard insights with their procurement team via the built-in real-time collaboration feature.

Given the user has generated a report from the Eco-Analytics Dashboard, when they use the collaboration feature to share insights, then the procurement team should receive a link to the dashboard with the current data and be able to view and comment in real-time.

A user examines the dashboard's insights on carbon footprint reductions compared to the previous year during an annual sustainability report.

Given the user has accessed the dashboard, when they select the metric for carbon footprint reduction, then the dashboard should display a comparison of the current year’s reductions against the previous year's results with visual representations such as graphs.

The user checks the savings comparisons feature of the Eco-Analytics Dashboard to justify eco-friendly procurement choices in a formal presentation.

Given the user is preparing for a presentation, when they access the savings comparisons feature, then the dashboard should provide clear, visual data showing cost differences between eco-friendly products and traditional alternatives over the selected time frame.

During a new product launch, the marketing team needs to review eco-friendly purchase trends to align with their campaign.

Given the marketing team opens the Eco-Analytics Dashboard, when they request the eco-friendly purchase trends for the past month, then the dashboard should generate a report showing these trends visually represented and downloadable in PDF format.

An admin user conducts a system check to ensure data integration with external procurement sources is functional.

Given the admin is logged into the Eco-Analytics Dashboard, when they review the integration status with external procurement data sources, then the system should show a 'successful' status and display the last updated timestamp for all integrated sources.

Customizable Alert System

User Story: As a sustainability manager, I want to receive alerts when my eco-purchasing metrics exceed targets so that I can adjust our procurement strategies accordingly.
Description: The Customizable Alert System requirement focuses on developing a feature that allows users to set personalized alerts regarding their eco-purchasing habits. Users should be able to select specific metrics to track, such as when they exceed a predefined budget for traditional products or when their carbon footprint reaches a certain threshold. The alerts can be delivered via email, SMS, or within the application. This feature's integration is crucial for timely decision-making and maintaining user engagement in sustainable practices. The expected outcome is an increase in user interaction with the platform and enhanced motivation to continue adopting eco-friendly choices.
Acceptance Criteria: As a user, I want to set up alerts for exceeding my predefined budget for traditional products within the Eco-Purchasing Insights feature so that I can effectively manage my spending towards eco-friendly alternatives.

Given the user is on the Eco-Purchasing Insights page, when they input a budget and select 'Set Alert', then the system should confirm that the alert has been successfully created and notify the user when their spending exceeds the budget.

As a sustainability manager, I want to receive notifications via email when my organization's carbon footprint exceeds a certain threshold, so I can address the purchasing habits promptly.

Given the user has set a specific carbon footprint threshold, when the threshold is exceeded, then an email notification should be sent to the user detailing the current carbon footprint and suggested actions.

As a user, I want to choose how I receive alerts (email, SMS, or in-app notification), so I can pick the most convenient method for me.

Given the user is on the alert settings page, when they select their preferred notification method and save the settings, then the system should confirm the changes and use the selected method for future alerts.

As a user, I want to edit my existing alert settings, so I can modify thresholds as my purchasing habits change.

Given the user is on the manage alerts page, when they select an existing alert to edit and update the threshold, then the system should save the new settings and confirm the update to the user.

As a user, I want to see a summary of all my active alerts so that I can understand my eco-purchasing monitoring effectively.

Given the user navigates to the alerts overview section, when they access it, then the system should display a list of all active alerts, their triggers, and the current thresholds.

As a power user, I want an option to temporarily mute alerts during specific time periods, so I can focus without interruptions during peak work hours.

Given the user is on the alert settings page, when they select an option to mute alerts and set a specific time period, then the system should acknowledge the setting and not send any alerts during the specified hours.

As a user, I want to receive a summary report of my alerts on a monthly basis, so I can assess my eco-purchasing habits over time.

Given the user opts for a monthly report in the notification preferences, when the month ends, then the system should automatically generate a report containing alert triggers and actions taken during the month and send it to the user according to their chosen method.

Comparative Savings Analysis Tool

User Story: As a financial analyst, I want to compare the savings of eco-friendly products against traditional ones so that I can justify our procurement decisions to management.
Description: The Comparative Savings Analysis Tool requirement aims to create a functionality that allows users to compare the costs of eco-friendly products to traditional products over time. This feature should enable users to input specific products and view historical and projected savings from choosing sustainable options. It should include visualizations such as graphs and charts to illustrate potential savings, capturing both financial impact and environmental benefits. Integration with the existing product catalog is essential to provide real-time price comparisons. The expected outcome is to highlight the long-term financial advantages of eco-friendly purchases, thereby encouraging increased adoption of such products.
Acceptance Criteria: As a user, I want to compare the historical costs of eco-friendly products versus traditional products over the past five years so that I can visualize my previous spending.

Given the user has selected two products from the product catalog, when they input historical spending data, then the tool displays a graph comparing the costs of each product over time.

As a procurement manager, I need to project future savings from switching to eco-friendly products based on current price trends so that I can make informed purchasing decisions.

Given the user selects an eco-friendly product and traditional equivalent, when they specify usage frequency and duration, then the tool calculates and displays projected savings for the next three years.

As a user, I want to see how my purchasing choices impact my organization’s overall carbon footprint to align with our sustainability goals.

Given the user has entered their purchasing data for eco-friendly and traditional products, when the savings analysis is generated, then the tool provides a report detailing the carbon footprint reduction achieved from eco-friendly purchases compared to traditional ones.

As a team member, I wish to generate a visual report of my sustainable purchasing trends over the last quarter to share with stakeholders.

Given the user requests a report for the last quarter, when the tool compiles the data, then it produces a visual report including graphs and charts illustrating the purchasing trends and savings from eco-friendly products.

As an administrator, I want to ensure that the tool seamlessly integrates with the existing product catalog to provide accurate price comparisons between eco-friendly and traditional products.

Given the product catalog is updated, when the Comparative Savings Analysis Tool retrieves product information, then the tool accurately displays real-time prices for the selected products.

Sustainability Impact Report Generator

User Story: As a team leader, I want to generate sustainability impact reports so that I can present our progress to upper management and external stakeholders.
Description: The Sustainability Impact Report Generator requirement will provide users with the capability to create comprehensive reports detailing their sustainability efforts based on their purchasing behavior. This feature should allow users to select date ranges and specific metrics to include in their reports, such as total eco-friendly spend, carbon footprint reduction, and overall savings. The capability to export these reports in various formats (PDF, Excel) is essential for sharing with stakeholders. Integration with user dashboards for easy access to previously generated reports will enhance usability. The expected outcome is to equip users with tangible evidence of their commitment to sustainability, aiding in stakeholder communications and demonstrating accountability.
Acceptance Criteria: User generates a Sustainability Impact Report to analyze their eco-friendly purchasing over the past quarter.

Given the user selects a date range of the last quarter, when they choose metrics: total eco-friendly spend, carbon footprint reduction, and overall savings, then a report is generated that accurately reflects the selected data.

User exports a generated Sustainability Impact Report in PDF format for stakeholder review.

Given the report is generated successfully, when the user selects the option to export the report in PDF format, then the report should download as a PDF file without errors.

User accesses previously generated Sustainability Impact Reports from their dashboard.

Given the user is on the dashboard, when they navigate to the reports section, then all previously generated reports should be displayed with options to view, download, or delete each report.

User selects specific metrics to include in the Sustainability Impact Report.

Given the user is on the report generation page, when they select metrics such as 'total eco-friendly spend', 'carbon footprint reduction', and 'savings', then these metrics should populate the report accurately.

User reviews the generated report for accuracy before exporting.

Given the report has been generated, when the user reviews the content, then all data should match the expected outcomes based on their purchasing behavior and metrics selected.

User retrieves reports filtered by specific date ranges in the dashboard.

Given the user has generated multiple reports, when they apply a filter for specific date ranges, then only the reports generated within that date range should be displayed.

User receives confirmation after successfully exporting a report.

Given the user initiates the export process, when the report is successfully exported, then a confirmation message should appear indicating the file download is complete.

User Education and Resource Hub

User Story: As an eco-conscious buyer, I want access to resources and educational materials on sustainable purchasing so that I can make more informed decisions in my procurement process.
Description: The User Education and Resource Hub requirement entails creating a centralized repository of resources, guides, and best practices related to sustainable purchasing. This feature should include articles, videos, and case studies to educate users on the benefits and methods of procuring eco-friendly products. A search functionality and categorization system will ensure easy navigation and access to relevant information. The goal is to enhance user knowledge and engagement with the platform, directly impacting their purchasing decisions. The expected outcome is to foster a community among users, facilitating knowledge sharing and promoting best practices in sustainability initiatives.
Acceptance Criteria: User accesses the Resource Hub to find information on sustainable purchasing practices.

Given that the user accesses the Resource Hub, when they enter a search term related to eco-friendly products, then they should receive relevant articles, videos, and case studies that match the search criteria within 2 seconds.

A user navigates through the Resource Hub and selects an educational article on sustainable purchasing.

Given that the user is on the Resource Hub page, when they select an article, then they should be able to view the full content without any loading errors and navigate back to the main page seamlessly.

User wants to share insights from the Resource Hub with colleagues.

Given that the user is reading an article in the Resource Hub, when they click on the share button, then they should be able to share the article via email or social media, receiving a confirmation message that the article has been shared successfully.

A user intends to categorize resources within the Resource Hub for easier access.

Given that the user is managing the Resource Hub's resources, when they categorize an article, then the article should be filed under the selected category and be easily retrievable when filtering resources by that category.

A new user wishes to familiarize themselves with the Resource Hub and its offerings.

Given that the user is new to the platform, when they access the Resource Hub, then they should be presented with an introductory guide or tutorial on how to use the Hub and access various resources effectively.

User wants to evaluate the effectiveness of the Resource Hub in enhancing sustainability knowledge.

Given that the user has accessed several resources from the Hub, when they complete a feedback survey, then they should provide responses that indicate their improved understanding and capability in making sustainable purchasing decisions.

Green Certification Resource Hub

The Green Certification Resource Hub aggregates information on various eco-certifications available for products and suppliers. Users can easily access guidelines, application processes, and benefits of obtaining specific certifications, aiding their decision-making while selecting suppliers. This feature enhances transparency and encourages users to prioritize certified eco-friendly options in their marketplace selections.

Requirements

Resource Aggregation Engine

User Story: As a sustainability officer, I want to access a centralized repository of eco-certification information so that I can make informed decisions when selecting environmentally responsible suppliers.
Description: The Resource Aggregation Engine is designed to collect and compile information on various eco-certifications in a centralized hub. This functionality allows users to easily access detailed guidelines, application processes, and benefits associated with obtaining each certification. The integration of this feature will enhance user experience by streamlining the process of researching eco-certifications, making information readily available and increasing user awareness of sustainable practices. By offering a comprehensive resource, EcoPaperly positions itself as a reliable source of information, promoting eco-friendly choices among users and their suppliers.
Acceptance Criteria: User accesses the Green Certification Resource Hub to find eco-certification information for a potential supplier.

Given the user is on the Green Certification Resource Hub, when they search for a specific certification, then the system should display a list of relevant certifications with detailed guidelines and application processes.

User clicks on a specific eco-certification to learn more about its benefits.

Given the user selects a specific eco-certification, when the certification details page loads, then it should display the benefits, application guidelines, and contact information for further inquiries.

User downloads the application process for a particular eco-certification from the Resource Hub.

Given the user is on the certification details page, when they click the 'Download Application Process' button, then the system should provide a PDF download of the application's steps and requirements.

User compares multiple eco-certifications to decide which is best for their organization.

Given the user has selected multiple certifications, when they view the comparison feature, then the system should display a side-by-side comparison including guidelines, benefits, and application processes for each selected certification.

User submits feedback about the Green Certification Resource Hub functionality.

Given the user has accessed the feedback form, when they submit their feedback, then they should receive a confirmation message indicating that their feedback has been successfully submitted.

User wishes to share information about a specific eco-certification via social media.

Given the user is on the certification details page, when they click on the 'Share' button, then the system should generate a shareable link and provide options for various social media platforms.

User searches for eco-certifications by industry type through the Resource Hub.

Given the user is on the Green Certification Resource Hub, when they filter certifications by industry type, then the system should only display certifications relevant to the selected industry.

Certification Comparison Tool

User Story: As a procurement manager, I want to compare different eco-certifications to evaluate which certifications best align with our sustainability goals so that we can make strategic supply chain decisions.
Description: The Certification Comparison Tool enables users to compare different eco-certifications side by side. This requirement involves creating an intuitive interface that allows users to view the criteria, costs, benefits, and reputations of various certifications at a glance. The tool aids businesses in making strategic decisions by weighing the advantages of obtaining one certification over another, ultimately leading to better alignment with sustainability goals. Enhanced decision-making capability will likely boost user engagement and confidence in selecting certified suppliers.
Acceptance Criteria: User navigates to the Certification Comparison Tool on the EcoPaperly platform to evaluate eco-certifications for their supply chain management. They select up to three certifications to compare side by side, aiming to choose the best option that aligns with their sustainability goals.

Given the user has selected multiple eco-certifications, When they view the comparison tool, Then they should see a side-by-side comparison displaying the criteria, costs, benefits, and reputations for each selected certification.

A potential user is seeking information about eco-certifications relevant to their products. They access the Certification Comparison Tool, aiming to make an informed choice based on the certification data presented.

Given the user opens the Certification Comparison Tool, When they review the displayed information, Then they should find all relevant data (criteria, costs, benefits) accurately listed and clearly organized for each certification.

An admin user updates the database of eco-certifications within the Certification Comparison Tool. They add new certifications and update existing ones to ensure users have the most current information available.

Given the admin user has made updates to the certification database, When they save the changes, Then all updates should reflect accurately in the Certification Comparison Tool, and users should see the updated certification information upon their next access.

A user is comparing certifications in the Certification Comparison Tool and wants to understand the impact of choosing one certification over another on their supply chain's sustainability rating.

Given the user has selected certifications to compare, When they access the expert analysis feature, Then they should receive a clear summary of how each certification will affect their sustainable operations and potential impact on their overall sustainability ratings.

A user wants to share their findings from the Certification Comparison Tool with a team member to facilitate a discussion about supplier certifications.

Given the user has completed their certification comparison, When they use the share functionality, Then the tool should generate a shareable link or document summarizing the comparisons that can be easily sent to team members via email or messaging platforms.

User Feedback and Rating System

User Story: As an EcoPaperly user, I want to read and share feedback on eco-certifications so that I can learn from other users’ experiences and make better decisions for our eco-friendly initiatives.
Description: The User Feedback and Rating System allows users to share their experiences and opinions regarding various eco-certifications and the certification process. This feature encourages community engagement and knowledge exchange among users, allowing them to rate the certifications on different parameters like ease of application, perceived benefits, and trustworthiness. Not only will this enhance transparency within the eco-certification landscape, but it will also empower users to make more informed decisions based on peer feedback, reinforcing trust in the certified options.
Acceptance Criteria: User submits a rating and feedback for a specific eco-certification after completing the application process.

Given a user has completed the application for an eco-certification, when they navigate to the feedback section and submit their rating and comments, then the feedback should be successfully recorded and displayed for other users to see.

User views feedback and ratings for a specific eco-certification before making a decision to apply.

Given a user is browsing eco-certifications, when they select a specific certification, then they should be able to view all existing feedback and ratings associated with that certification, accurately sorted by relevant parameters such as date and rating score.

User filters eco-certifications based on feedback ratings and application ease.

Given a user is on the Green Certification Resource Hub, when they apply filters based on the ratings and ease of application, then the displayed eco-certifications should correspond to the selected filter criteria, allowing for easy navigation and comparison.

User edits or deletes their previously submitted feedback.

Given a user has previously submitted feedback for an eco-certification, when they navigate to their feedback history and choose to edit or delete their feedback, then the system should accurately update or remove the feedback accordingly and reflect the changes immediately to the users.

Admin reviews and manages user feedback submissions for appropriateness and relevance.

Given an administrator is managing the feedback section, when they access feedback submissions, then they should have the ability to approve, edit, or delete submissions deemed inappropriate, with changes reflected in real-time on the user interface.

User receives notifications for new feedback on eco-certifications they are interested in.

Given a user has expressed interest in certain eco-certifications, when new feedback or ratings are submitted for those certifications, then the user should receive a notification alerting them of the new information to enhance their decision-making process.

Certification Notifications and Reminders

User Story: As a compliance officer, I want to receive notifications about upcoming certification deadlines so that I can ensure our organization stays compliant and retains our eco-certifications without interruption.
Description: The Certification Notifications and Reminders feature is crucial for keeping users informed about important deadlines, application updates, and renewal processes associated with their selected eco-certifications. This requirement involves developing automated notifications that can be customized based on users' preferences, ensuring they receive timely alerts for compliance and renewal needs. By incorporating this feature, EcoPaperly adds a proactive layer of support to users, reducing the chances of missed deadlines and enhancing their engagement with the certification processes.
Acceptance Criteria: As a user of EcoPaperly, I want to receive notifications for upcoming certification renewal deadlines so that I can ensure my certifications remain valid and up to date.

Given that the user has selected eco-certifications, when the renewal date is within 30 days, then the user receives an automated email notification reminding them of the upcoming renewal.

As a user, I want to customize my notification preferences for certification updates, ensuring that I receive information only about the certifications I am interested in.

Given that the user accesses the notification settings, when they select specific eco-certifications, then the system should only send notifications related to those selected certifications.

As a user who has recently applied for a new eco-certification, I want to receive updates on the status of my application so that I can stay informed about its progress.

Given that a user has submitted a certification application, when there is any change in the application status, then the user receives an automated notification informing them of the change.

As a user of the app, I would like to see a history of my certification notifications, so that I can reference past reminders and updates when needed.

Given that the user has received certification notifications, when they access their notification history, then they can view all past notifications along with dates and contents.

As a user, I want to opt-in or opt-out of certain notification types, allowing me to control the volume and relevance of information I receive.

Given that the user is in the notification preferences section, when they opt-in or opt-out of different types of notifications, then the changes are saved and reflected in the user's notification settings immediately.

As a user managing multiple certifications, I want to receive reminders for multiple certification deadlines at once, ensuring I don’t miss any critical compliance dates.

Given that the user has multiple eco-certifications with upcoming renewal dates, when the renewal dates approach, then the user receives a consolidated notification summarizing all upcoming deadlines.

As a user interested in new certifications, I want to receive notifications about new eco-certifications that I can apply for, enhancing my options for compliance.

Given that new eco-certifications are added to the system, when a user expresses interest in receiving updates about new certifications, then they should receive an automated notification about the newly available certifications.

Personalized Certification Recommendations

User Story: As a business owner, I want to receive personalized recommendations for eco-certifications so that I can easily identify which certifications are most relevant to my products and sustainability objectives.
Description: The Personalized Certification Recommendations feature will analyze user profiles and supply chain strategies to suggest the most applicable eco-certifications tailored to their specific needs. By using machine learning algorithms, this requirement will help users navigate the vast array of certifications available and highlight options that best suit their organizational goals. This personalized approach not only simplifies the decision-making process for users but also fosters a deeper connection with EcoPaperly's platform by providing value through targeted suggestions.
Acceptance Criteria: User with specific sustainability goals seeks eco-certification options.

Given a user profile that includes sustainability goals, when the user accesses the Personalized Certification Recommendations feature, then the system should suggest at least three eco-certifications that align with the specified goals.

User retrieves personalized certification options based on their supply chain strategy.

Given the user's supply chain strategy that includes supplier type and geographic location, when the user interacts with the Personalized Certification Recommendations, then the system must display certifications relevant to their strategy within five seconds.

User reviews the suggested eco-certifications and provides feedback.

Given user feedback, when the user rates the personalized certification suggestions, then the system should capture the feedback and store it for improving future recommendations.

User wants to understand the benefits of suggested certifications.

Given a list of personalized certification recommendations, when the user requests more information on any certification, then the system should display detailed information about benefits, application processes, and requirements for the selected certification within three seconds.

User compares different certification options side by side.

Given the user's selection of multiple certifications, when the user chooses to compare them, then the system should present a side-by-side comparison chart that includes key metrics of each certification.

Supplier Review & Rating System

The Supplier Review & Rating System allows users to leave feedback and rate their experiences with eco-friendly suppliers. This feature fosters a community-driven environment where organizations can share insights about the quality, reliability, and sustainability of suppliers. By promoting transparency and accountability, users can make better-informed choices based on the experiences of their peers.

Requirements

Review Submission Interface

User Story: As a user, I want to submit reviews and ratings for suppliers so that I can share my experiences and help others make informed decisions.
Description: The Review Submission Interface allows users to easily submit feedback and provide ratings for their experiences with eco-friendly suppliers. This interface must be intuitive, enabling users to rate suppliers on predefined criteria such as quality, reliability, and sustainability. It should support text feedback, rating systems (e.g., stars or points), and provide users with confirmation of their submitted reviews. Integration with the overall EcoPaperly platform ensures that reviews are linked to specific suppliers for easy reference and community feedback.
Acceptance Criteria: User submits a review for a supplier after receiving products or services and is prompted to rate their experience before the review is sent for confirmation.

Given a user is on the Review Submission Interface, when they select a supplier and fill in the review form with a rating from 1 to 5 stars and text feedback, then the review should be submitted successfully and a confirmation message should be displayed to the user.

User attempts to submit a review with no rating selected, focusing on the validation aspect of the review submission process.

Given a user is on the Review Submission Interface, when they try to submit a review without providing a rating, then an error message should appear prompting the user to select a rating before submission.

User provides feedback on a supplier along with a specific rating and then wishes to edit that review shortly after submission.

Given a user has just submitted a review, when they navigate to their submitted reviews, then there should be an option to edit the review which allows them to change the text feedback or rating before final confirmation.

A user accesses the Review Submission Interface and needs to view the criteria that they can rate suppliers on.

Given a user is on the Review Submission Interface, when they look for rating criteria, then the criteria for rating suppliers (quality, reliability, sustainability) should be clearly displayed on the interface before they submit the review.

User wants to ensure that their feedback is linked to the correct supplier before submission.

Given a user is filling out the review form for a supplier, when they select the supplier from a dropdown list, then their review should be associated with the selected supplier and easily identifiable in the supplier's review section.

A user submits a review and wants to confirm that their feedback has been stored securely within the EcoPaperly platform.

Given a user has submitted a review, when they receive the confirmation message, then the review should be saved in the system and should be retrievable under the user's account history.

Supplier Rating Display

User Story: As a user, I want to view supplier ratings and reviews so that I can assess their reliability and sustainability based on the experiences of others.
Description: The Supplier Rating Display feature presents the collected reviews and ratings in a clear and engaging format on the supplier's profile page. This display should include aggregate ratings, recent reviews, and summary statistics to help users quickly assess a supplier's credibility and performance. Additionally, the system must categorize the feedback by date and relevance, enhancing the searchability and usability of the information presented.
Acceptance Criteria: User navigates to a supplier's profile page to review the displayed ratings and feedback from other users before making a purchasing decision.

Given the supplier's profile page is opened, when the user views the page, then the average rating of the supplier is displayed prominently at the top of the page, alongside a star rating graphic.

A user accesses the supplier review section to read recent reviews left by other customers and understand their experiences with the supplier.

Given the user is on the supplier's profile page, when they scroll down to the reviews section, then they should see at least five most recent reviews listed with the date of the review shown next to each review.

An organization wants to find reliable suppliers based on specific criteria such as sustainability ratings and recent feedback.

Given a user views the supplier’s profile page, when they filter or sort the reviews by date or relevance, then the displayed reviews and ratings should update to reflect the user's filter selections without any errors.

A user submits a new rating and review for a supplier after a recent transaction, contributing to the community feedback mechanism.

Given the user is on the supplier's profile page, when they submit their review, then the newly added review should appear at the top of the reviews section immediately with the correct submission date.

The supplier's profile page is accessed on a mobile device, and the layout must be responsive to ensure usability.

Given a user accesses the supplier’s profile page on a mobile device, when they view the page, then all ratings, reviews, and summary statistics should be clearly visible and easy to read without requiring horizontal scrolling.

An administrator wants to view an aggregate statistic of ratings and reviews for a specific supplier to assess overall performance metrics.

Given the admin accesses a supplier's profile, when they view the summary statistics, then all metric displays such as average rating, total reviews, and breakdown by rating category (1-5 stars) must be accurate and up-to-date.

Users need to refresh the displayed content on the supplier’s profile page to see any new reviews or updates in real-time.

Given the user is on the supplier's profile page, when they click the 'Refresh' button, then the page should display the latest reviews and ratings based on user submissions without any loading errors.

Report a Supplier Issue

User Story: As a user, I want to report issues with suppliers or reviews so that I can help maintain the integrity of the supplier rating system.
Description: The Report a Supplier Issue functionality enables users to flag inappropriate or problematic reviews or to report suppliers that do not meet eco-friendly criteria. Users can submit a form detailing the issue, which will be reviewed by the EcoPaperly team for action. This feature promotes community integrity and accountability, allowing EcoPaperly to maintain a trustworthy and responsible supplier network.
Acceptance Criteria: User submits a report for a problematic supplier review that contains misinformation.

Given the user is logged in, when the user selects a supplier and fills out the report form with specific details, then the report should be successfully submitted and a confirmation message should be displayed.

User reports a supplier that does not meet eco-friendly criteria through a dedicated form.

Given the user is on the supplier's profile page, when the user clicks on the 'Report Supplier' button and submits the filled form, then the report should be recorded in the system for review by the EcoPaperly team.

Admin reviews reported supplier issues to determine necessary actions.

Given the EcoPaperly admin has access to the reported issues section, when the admin reviews a reported issue, then they should see all details submitted by the user and have options to take action (resolve, reject, escalate).

User receives notifications for updates on their reported issues.

Given the user has submitted a report, when the status of that report changes (e.g., reviewed, resolved, or rejected), then the user should receive an email notification with the current status of their report.

User can see the status of their submitted reports in their account.

Given the user is logged into their account, when they navigate to the 'My Reports' section, then they should see a list of all reports they have submitted along with their current status (pending, reviewed, resolved).

Admin ensures reported issues are handled within a specific timeframe.

Given the admin team is monitoring reported issues, when an issue is submitted, then it must be reviewed and acted upon within 48 hours to maintain community trust.

Feedback from reported supplier issues is used to improve the Supplier Review & Rating System.

Given the metrics of reported supplier issues, when a certain threshold of reports about a supplier is reached, then the supplier's profile should be flagged for additional scrutiny in the system and possible removal from the platform if warranted.

User Review Analytics Dashboard

User Story: As a user, I want to view my review statistics so that I can understand my contributions to the community and enhance my supplier choices.
Description: The User Review Analytics Dashboard provides users with insights and visual analytics related to the reviews they have submitted. This feature should enable users to track metrics such as the number of reviews submitted, average ratings given, and feedback trends over time, helping users engage more effectively with the supplier community. Integration with user profiles enhances personalization and encourages continued participation in the feedback system.
Acceptance Criteria: User accesses the User Review Analytics Dashboard for the first time.

Given the user is logged in, when they navigate to the User Review Analytics Dashboard, then the dashboard should display an initial message indicating there are no reviews submitted yet, with a prompt to submit a review.

User views the analytics for their submitted reviews over the past year.

Given the user has submitted reviews in the past year, when they access the User Review Analytics Dashboard, then they should see a graphical representation of the total number of reviews submitted and average ratings over this period.

User checks feedback trends over time for their reviews.

Given the user has submitted multiple reviews, when they select the feedback trends option within the dashboard, then they should be presented with a trend line graph displaying changes in average ratings over time.

User compares their review metrics against community averages.

Given the user is on the User Review Analytics Dashboard, when they click on the 'Compare with community' button, then they should see a comparison of their average ratings and number of reviews submitted versus community averages.

User receives notifications for recent feedback on their submitted reviews.

Given the user has opted in for notifications, when there are new comments or ratings on their reviews, then they should receive an in-app notification alerting them to the feedback received.

User customizes the dashboard view for better usability.

Given the user is on the User Review Analytics Dashboard, when they adjust the layout and filter settings, then the dashboard should save these preferences and apply them in future visits.

User navigates away from the dashboard and returns later to see if their data is saved.

Given the user has submitted reviews and set preferences, when they log back into the platform, then the User Review Analytics Dashboard should display the previously set preferences and metrics accurately.

Incentive for Feedback System

User Story: As a user, I want to be rewarded for providing reviews so that I feel motivated to share my experiences and actively participate in the community.
Description: The Incentive for Feedback System encourages users to submit reviews by rewarding them with points, badges, or other recognitions that can be redeemed for benefits within EcoPaperly. This system should motivate users to actively participate in the supplier review process, fostering a vibrant community and ensuring that users feel appreciated for their contributions.
Acceptance Criteria: User submits a review for a supplier after using their services.

Given a registered user has accessed the Supplier Review & Rating System, when they submit a review with a rating and comments, then they should receive confirmation of their review submission along with a points reward added to their account.

User earns a badge for submitting a review for the first time.

Given a user has submitted their first review, when the review is successfully submitted, then the system should assign a specific 'First Review' badge to the user's profile and notify them of the achievement.

User checks their points balance after submitting multiple reviews.

Given a user has submitted multiple reviews and earned points, when they navigate to their profile and view their reward points section, then the total points accumulated should reflect the correct amount based on the reviews submitted.

User redeems points for benefits within EcoPaperly.

Given a user has sufficient points in their account, when they select an available benefit and confirm the redemption, then the system should deduct the correct number of points and provide confirmation of the successful redemption, updating their points balance accordingly.

User shares feedback on a supplier and encourages others to do the same.

Given a user has submitted a review, when they share their feedback link through social media or email, then the system should generate a shareable link that, when clicked, leads to the review page for that supplier, and track engagement metrics on the shares.

User receives notification regarding their rewards.

Given a user has earned a reward through the Incentive for Feedback System, when the reward is available for the user, then a notification should be sent to their registered email and displayed in their EcoPaperly account notifications section.

User views a leaderboard showing the top reviewers.

Given there are multiple users submitting reviews, when a user accesses the leaderboard feature, then it should display the top reviewers based on points earned, along with their profiles linked for easy access.

Eco-Resource Alerts

Eco-Resource Alerts notify users of special promotions, discounts, or new eco-friendly products from their preferred suppliers. By providing timely updates, this feature ensures users never miss an opportunity to enhance their sustainability initiatives while saving money on green products. It encourages proactive engagement with the marketplace, driving consistent eco-conscious purchasing behavior.

Requirements

Real-time Promotion Notifications

User Story: As a sustainability officer, I want to receive real-time alerts about eco-friendly promotions so that I can make timely purchasing decisions that support our organization’s green initiatives.
Description: This requirement allows users to receive instant notifications about promotions, discounts, and new eco-friendly products from their preferred suppliers. It integrates seamlessly with the existing EcoPaperly platform and leverages push notifications or email alerts to keep users informed. This functionality is essential for encouraging users to engage with eco-friendly products, promoting sustainable buying habits, and ensuring they do not miss out on opportunities to save while going green. The expected outcome is improved user engagement and increased sales for suppliers involved in the program, ultimately pushing the agenda of sustainability compliance forward.
Acceptance Criteria: User receives a push notification for a new eco-friendly product from a preferred supplier while actively using the EcoPaperly platform on their mobile device.

Given the user has opted in for notifications from their selected suppliers, when a new eco-friendly product is available, then the user should receive an instant push notification on their device within 5 minutes.

A user receives an email alert about a limited-time discount on green products from a supplier they regularly purchase from.

Given the user has provided their email and selected to receive alerts, when a discount for an eco-friendly product is available, then the email notification should be received within 30 minutes of the promotional start.

A user checks the EcoPaperly dashboard and wants to view all past notifications related to promotions and discounts.

Given the user is logged into their account, when they navigate to the notifications section of their dashboard, then they should see a chronological list of all promotions received, with the ability to filter by supplier or product type.

A user has opted to receive notifications during the specified ‘do not disturb’ hours on their mobile device.

Given the user has set their ‘do not disturb’ preferences, when a promotional notification is received during those hours, then the system should delay the delivery of that notification until the user’s preferred time.

The EcoPaperly platform integrates with third-party calendar applications to remind users of upcoming promotions they have shown interest in.

Given that the user has linked their EcoPaperly account with a calendar application, when a user shows interest in a promotion, then a reminder should be added to their calendar application 24 hours before the promotion ends.

A user is customizing their notification preferences for different suppliers or product types.

Given the user is in the notification settings section, when they select preferences for specific suppliers and product types, then those preferences should be saved and applied to the notifications received within 1 minute of saving changes.

Personalized Supplier Preferences

User Story: As a user, I want to customize my supplier preferences so that I receive alerts tailored to my specific eco-friendly interests and purchasing goals.
Description: This requirement enables users to customize their supplier preferences within the EcoPaperly platform. Users can select their favorite suppliers and indicate specific product categories they are interested in. This customization will allow for more targeted alerts and promotions that align with users’ sustainability goals. The integration should ensure that users can easily manage their preferences to enhance their user experience. The benefit is a more engaging interaction that fosters loyalty and support for the selected suppliers, driving both user satisfaction and supplier performance.
Acceptance Criteria: User selects preferred suppliers and product categories in their EcoPaperly profile settings.

Given a user navigates to the supplier preferences section, when they select their preferred suppliers and specific product categories, then these choices should be saved successfully in the user's profile.

User receives alerts based on their personalized supplier preferences.

Given a user has set their supplier preferences, when a new promotion or discount is available from their selected suppliers, then the user should receive a notification tailored to their interests.

User modifies their existing supplier preferences.

Given a user updates their previously selected suppliers or product categories, when they save the changes, then the updated preferences should reflect immediately in their profile.

User views the history of alerts based on their preferences.

Given a user has received alerts from their preferred suppliers, when they access the alert history section, then they should see a list of all alerts received that match their selected preferences.

User unselects a preferred supplier and confirms the action.

Given a user wants to remove a supplier from their preferences, when they unselect that supplier and confirm the change, then the unselected supplier should no longer appear in the user's notification settings.

User is presented with a confirmation after saving their preferences.

Given a user has made changes to their supplier preferences, when they click on the save button, then a confirmation message should appear, indicating that the preferences have been successfully updated.

User receives guidance on how to select preferred suppliers effectively.

Given a user accesses the supplier preferences section for the first time, when they view the help documentation or prompts, then they should receive clear instructions on how to select preferred suppliers and categories.

Analytics Dashboard for Eco-Resource Engagement

User Story: As a procurement manager, I want to have access to an analytics dashboard that visualizes my savings and purchasing patterns related to eco-resource alerts so that I can optimize my sustainability purchasing strategy.
Description: This requirement introduces an analytics dashboard that provides users with insights into their engagement with eco-resource alerts. Users can view metrics such as the number of alerts received, products purchased through alerts, and spending saved on discounts. This feature enables users to track their sustainability efforts and the financial impact of their eco-friendly purchases over time. By integrating robust analytical tools, users will have tangible data to assess the effectiveness of the Eco-Resource Alerts feature and adjust their purchasing behavior accordingly.
Acceptance Criteria: User accesses the analytics dashboard after receiving multiple eco-resource alerts over a month to review engagement metrics.

Given the user has logged into the EcoPaperly platform, when they navigate to the Analytics Dashboard, then they should see metrics indicating the total number of alerts received, the number of products purchased through those alerts, and the total amount saved from discounts.

User compares their engagement metrics over different periods to evaluate changes in purchasing behavior related to eco-resource alerts.

Given the user is on the Analytics Dashboard, when they select different time frames for comparison, then the dashboard should update to reflect the metrics for alerts received, products purchased, and savings for both periods clearly.

User receives a monthly summary report via email highlighting their engagement with eco-resource alerts, including data on spending, savings, and eco-friendly purchases.

Given the user has opted into email notifications, when the summary report is generated at the end of the month, then the user should receive an email containing metrics about the alerts received, products purchased, and savings achieved, formatted clearly for easy understanding.

User wants to filter alerts by category to analyze spending on specific eco-friendly products more accurately.

Given the user is on the Analytics Dashboard, when they apply a filter to view alerts by product category, then the metrics displayed should update to show only those categories, including number of alerts received and savings for filtered products.

User interacts with the dashboard to drill down into specific alerts to see detailed information about each product purchased through the alerts.

Given the user is viewing their engagement metrics, when they click on an alert metric, then they should be able to see a detailed list of all corresponding purchases, including dates, product details, and savings for each purchase.

User assesses the overall impact of their eco-resource purchasing decisions over the year.

Given the user has used the Eco-Resource Alerts throughout the year, when they view the annual summary on the Analytics Dashboard, then they should see cumulative metrics for total alerts received, total spending on eco-friendly products, and total savings from discounts over the year.

User wants to share their engagement metrics with a team to promote sustainable purchasing decisions within their organization.

Given the user is on the Analytics Dashboard, when they select the sharing option, then they should be able to generate a shareable report format that includes visuals and key metrics, which can be sent via email or downloaded as a PDF.

Interactive Tutorial Journey

The Interactive Tutorial Journey feature provides new users with an immersive, step-by-step onboarding experience through guided tutorials. It effectively showcases EcoPaperly’s key functionalities and best practices through engaging visuals and real-time actions. This hands-on approach enhances user understanding and confidence in utilizing the platform, ultimately leading to increased engagement and quicker adoption.

Requirements

Guided Onboarding Flows

User Story: As a new user, I want a step-by-step onboarding tutorial so that I can quickly learn how to use EcoPaperly without feeling overwhelmed.
Description: The Guided Onboarding Flows requirement involves creating a series of step-by-step tutorials that guide new users through EcoPaperly’s functionalities. These onboarding flows will utilize a combination of visual aids, interactive elements, and contextual tips to ensure users understand how to effectively navigate the platform. This feature will significantly improve user engagement by reducing the learning curve and helping users become proficient in using the tool. Additionally, by demonstrating best practices in document management, users can experience the platform's value firsthand, leading to a higher rate of adoption and satisfaction.
Acceptance Criteria: Interactive tutorial for first-time users navigating EcoPaperly's dashboard.

Given a new user on EcoPaperly, when they complete the dashboard tutorial, then they should correctly identify at least three key features of the platform based on the tutorial guidance.

Guided onboarding flow through the document digitization process.

Given a user engaged in the onboarding flow, when they follow the step-by-step tutorial, then they should successfully digitize and categorize a document with a success rate of 90% or higher.

New user interaction with contextual tips during the tutorial.

Given a user participating in the tutorial, when they hover over interactive elements, then they should receive relevant contextual help that enhances understanding, measured by user feedback scores above 80% positive.

Completion rate tracking of onboarding tutorials.

Given a group of new users, when they undergo the onboarding process, then at least 75% of users should complete all tutorial steps within the first login session.

Real-time collaboration feature demonstration within onboarding flows.

Given a new user participating in a collaborative onboarding session, when they complete the collaborative tutorial, then they should successfully invite another user and work together on a document within 5 minutes.

User feedback collection post-tutorial for continuous improvement.

Given users who have completed the onboarding flows, when feedback is requested, then at least 90% of users should provide feedback with a completion rate of 70% or higher.

Interactive Tooltips

User Story: As a user, I want interactive tooltips to guide me as I navigate EcoPaperly so that I can understand each feature without needing to search for documentation.
Description: The Interactive Tooltips requirement incorporates contextual help throughout the EcoPaperly interface. These tooltips will appear when users hover over or click on elements within the UI, providing instant explanations of features, actions, and best practices. This functionality allows users to receive immediate assistance as they explore the platform, enhancing their understanding of how to use different tools effectively. By making help available right where it's needed, users can feel more confident in using the platform, leading to improved operational efficiency and minimized frustration.
Acceptance Criteria: User hovers over the 'Upload Document' button to receive guidance on how to properly upload files into the EcoPaperly platform.

Given a user is on the EcoPaperly interface, When the user hovers over the 'Upload Document' button, Then an interactive tooltip displaying instructions and best practices for document upload should appear, remaining visible until the mouse moves away.

User clicks on the 'Create Folder' icon to learn about folder organization within EcoPaperly.

Given a user is on the section for managing files, When the user clicks on the 'Create Folder' icon, Then an interactive tooltip should appear, explaining how to create folders effectively and suggesting best practices for folder organization.

User encounters an unfamiliar feature and seeks instant help by clicking on the question mark icon next to the feature.

Given a user is using a feature with an associated question mark icon, When the user clicks the question mark icon, Then a tooltip providing a detailed explanation of the feature’s functionality and relevant tips should be displayed to enhance user understanding.

User is navigating through the dashboard and wants to quickly understand the purpose of various widgets displayed.

Given a user is on the dashboard, When the user hovers over any widget, Then a tooltip explaining the widget's purpose and functionality should appear, improving user interaction with the dashboard.

User is unsure how to categorize a document and requires immediate assistance to avoid errors.

Given a user is in the document categorization section, When the user hovers over the categorization options, Then tooltips should display descriptions of each category and guidelines for appropriate categorization, reducing confusion and errors.

User wants to know how to share documents with team members using the sharing feature.

Given a user is in the document sharing interface, When the user clicks on the 'Share' button, Then a tooltip should appear, detailing the sharing process, including permissions and visibility settings.

User requires help with understanding the security features related to document storage.

Given a user is on the document settings page, When the user hovers over the 'Security Settings' option, Then a tooltip should provide information regarding encryption options and best practices for secure document storage.

Feedback and Progress Tracking

User Story: As a user, I want to provide feedback during my onboarding process so that I can contribute to making the tutorials better for future users.
Description: The Feedback and Progress Tracking requirement enables users to provide input on their onboarding experience through in-tutorial feedback forms. Users will be able to rate each tutorial step and share their thoughts, which can be used to improve future iterations of the onboarding journey. Additionally, this feature will track user progress through the onboarding journey, allowing users to resume where they left off. This will foster a more engaging user experience by acknowledging user input and ensuring that the journey is customized based on their needs. Improved onboarding processes will lead to quicker adaptation to the EcoPaperly platform.
Acceptance Criteria: User submits feedback on a tutorial step after completing the onboarding journey.

Given the user has completed a tutorial step, when the user accesses the feedback form, then the user must be able to rate the step on a scale of 1 to 5 and provide comments.

User can track their progress in the onboarding journey from the dashboard.

Given the user is logged into their account, when they access the onboarding dashboard, then they should see a visual representation of their progress percentage and the steps completed versus remaining.

User resumes the onboarding journey after a break.

Given the user leaves the onboarding journey and returns later, when they log back into the platform, then they should be redirected to the last completed tutorial step without losing any progress.

Feedback collected is stored for future analysis and iteration of the tutorial.

Given that the user submits feedback, when the feedback is recorded, then it must be securely stored in the database and retrievable for analysis by the product team.

User sees a confirmation message after submitting feedback on a tutorial step.

Given the user submits feedback, when the feedback is successfully submitted, then the user should see a confirmation message indicating their feedback has been received.

User completes all tutorial steps and receives an exit survey.

Given the user has completed all tutorial steps, when the user reaches the end of the journey, then they should be prompted to complete an exit survey to gather overall impressions of the onboarding experience.

The onboarding experience is updated based on collected user feedback.

Given that feedback has been collected from multiple users, when analysis of the feedback is conducted, then actionable insights must be identified and incorporated into future updates of the onboarding tutorials.

Video Tutorials Integration

User Story: As a visual learner, I want video tutorials available during onboarding so that I can better understand how to use EcoPaperly.
Description: The Video Tutorials Integration requirement entails embedding short video tutorials within the onboarding journey that cover various functionalities of EcoPaperly. These videos will provide a visual demonstration of key features and best practices, making it easier for users to grasp complex concepts. By offering a multimedia learning option, users can review tutorials at their own pace. Providing diverse formats will cater to different learning styles, promoting better retention of information and a smoother onboarding experience.
Acceptance Criteria: New users navigate the Interactive Tutorial Journey and encounter the embedded video tutorials designed to assist them in learning how to utilize EcoPaperly’s key features and functionalities effectively.

Given a new user is on the Interactive Tutorial Journey, when they reach a section that includes an embedded video, then the video should load successfully without error and autoplay as per the user's preference settings.

Users may wish to revisit video tutorials at their own pace during their onboarding process to reinforce their understanding.

Given a user completes a section of the tutorial and wants to play the video tutorial again, when they click on the video replay button, then the video should restart from the beginning, allowing replays without any buffering issues.

Users access video tutorials to review various functionalities of EcoPaperly and benefit from different learning styles.

Given a user accesses a video tutorial, when the video plays, then they should be able to toggle captions on or off and adjust playback speed between 0.5x to 2.0x for better engagement and understanding.

Users provide feedback on the helpfulness of integrated video tutorials within the Interactive Tutorial Journey to assess the feature's effectiveness.

Given a user finishes watching a video tutorial, when they rate the video on a scale of 1 to 5 stars, then their rating should be successfully recorded and stored for review and analysis.

Users encounter a connectivity issue while trying to access video tutorials embedded in the onboarding journey.

Given a user tries to play a video tutorial during a poor internet connection, when a connection error occurs, then a user-friendly error message should display, prompting the user to check their connection or retry.

New users complete the onboarding process with video tutorials integrated into the Interactive Tutorial Journey, aiming to gauge overall satisfaction and retention knowledge.

Given a new user completes the onboarding journey with video tutorials, when they take a follow-up survey on their learning experience, then at least 80% of users should report that the video tutorials significantly enhanced their understanding of EcoPaperly’s features.

New users access video tutorials on various devices to ensure compatibility and usability across platforms.

Given a user is on a mobile device or tablet, when they access the Interactive Tutorial Journey and its video tutorials, then all videos should be fully functional, responsive, and display correctly on the device screen with appropriate controls for playback.

Multilingual Support for Tutorials

User Story: As a non-English speaking user, I want the onboarding tutorials available in my language so that I can easily follow along and understand how to use EcoPaperly.
Description: The Multilingual Support for Tutorials requirement aims to provide onboarding tutorials in multiple languages to cater to a diverse user base. By ensuring that users can access tutorials in their preferred language, this feature enhances inclusivity and ensures that language barriers do not hinder user comprehension. This will not only broaden EcoPaperly’s market reach but also improve overall user experience, allowing non-native speakers to fully utilize the platform’s features and services with confidence.
Acceptance Criteria: Onboarding new users who speak different languages, ensuring that they can fully understand and engage with the tutorials available within the EcoPaperly platform.

Given a user selects a language option for the tutorial during onboarding, when the user clicks on 'Start Tutorial', then the tutorials should display in the selected language.

During a usability test, the effectiveness of the multilingual tutorials needs to be assessed by feedback from users of different language backgrounds.

Given a usability session with users of different language backgrounds, when users are presented with the multilingual tutorials, then at least 90% of participants should report understanding the tutorial content clearly in their selected language.

New users attempting to learn EcoPaperly features in their preferred language must access language settings without difficulty during the onboarding process.

Given a user accesses the tutorial section, when they look for language options, then they should find and select their preferred language within 3 clicks or less.

Tracking the usage of multilingual tutorials by different language speakers after implementation to evaluate engagement levels.

Given the analytics dashboard is set up, when the multilingual tutorial feature is deployed, then the platform should display usage statistics indicating at least 75% of new users have accessed tutorials in their selected language within the first month.

Evaluating the accessibility of tutorial content among users from different language backgrounds post-launch of the multilingual support feature.

Given the multilingual support feature has been launched, when surveys are conducted with users from diverse backgrounds, then at least 85% of respondents should indicate that they find the tutorials accessible and helpful in their language.

Personalized Support Chatbot

The Personalized Support Chatbot acts as a 24/7 virtual assistant that offers tailored assistance and answers to new users' questions during the onboarding process. This feature ensures users receive instant guidance and resolution of queries based on their unique needs, enhancing their comfort level while using EcoPaperly and reducing potential onboarding frustrations.

Requirements

Customizable Chat Options

User Story: As a new user, I want to customize the chatbot responses to reflect my organization's terminology and branding so that the communication feels personalized and relevant to my onboarding experience.
Description: The Personalized Support Chatbot will include customizable features that allow organizations to modify chat options based on their specific onboarding processes and frequently asked questions. This will enhance user experience by ensuring that users receive information that is directly relevant to their needs, thereby decreasing the time spent searching for solutions. Customizable options will also enable organizations to maintain their brand voice and tone during user interactions, reinforcing company identity in digital communications.
Acceptance Criteria: Customizing chat responses based on user roles during the onboarding process.

Given a user with the role of 'Admin', when they initiate a chat with the Personalized Support Chatbot, then the chatbot provides tailored onboarding resources for administrators, including setup guides and user management tips.

Updating frequently asked questions to reflect organization-specific inquiries.

Given an organization has added new FAQs in the chatbot settings, when a new user initiates a chat, then the chatbot provides answers to the organization-specific FAQs within the first response.

Modifying the chatbot's greeting message to reflect the organization’s brand tone and voice.

Given an organization customizes the greeting message in the chatbot settings, when a user starts a chat, then the chatbot greets the user in the organization's specified tone and style.

Integrating with a user feedback mechanism for chatbot interactions.

Given that a user has completed an interaction with the chatbot, when the interaction concludes, then the chatbot prompts the user to provide feedback on their experience, including a satisfaction rating.

Testing the chatbot performance under peak load conditions during onboarding.

Given that multiple users are onboarding simultaneously, when 100 users access the chat simultaneously, then the chatbot should respond to each user within 3 seconds without errors.

Ensuring chatbot responses are contextually relevant based on previous user interactions.

Given a user has previously asked questions about document storage during onboarding, when they ask a related question, then the chatbot references previous interactions to provide a relevant answer.

Providing access to tutorials and guides through the chatbot.

Given an organization has uploaded tutorial and guide materials in the chatbot settings, when a user asks for help with a specific feature, then the chatbot offers links to the relevant tutorial and guide resources.

AI-Driven Learning Capabilities

User Story: As a user, I want the chatbot to adapt to my questions and provide better support over time so that I feel confident using EcoPaperly without frustration.
Description: The chatbot will incorporate AI-driven algorithms that learn from user interactions to improve response relevance over time. By analyzing user queries and satisfaction levels, the chatbot will gradually enhance its ability to provide accurate and helpful responses, thus ensuring that new users receive increasingly relevant and context-aware assistance as they progress through onboarding.
Acceptance Criteria: User initiates a chat with the Personalized Support Chatbot during the onboarding process and asks a common question about document digitization.

Given a user initiates a chat, when they ask a common question, then the chatbot should provide a relevant and accurate answer within 10 seconds.

User interacts with the chatbot multiple times and asks different questions related to the features of EcoPaperly over a two-week onboarding period.

Given the chatbot's previous interactions, when the same user asks a previously answered question, then the chatbot should provide an improved or updated response reflecting the user's prior queries.

User completes the onboarding process and provides feedback on their experience with the chatbot.

Given the user submits feedback, when the chatbot analyzes the user's responses, then it should record satisfaction levels and improve future responses based on this analysis.

New users interact with the chatbot to seek assistance outside standard office hours.

Given a user accesses the chatbot late at night, when they ask a question, then the chatbot should reliably provide assistance with no downtime experienced, ensuring 24/7 availability.

The chatbot's learning capability is tested after multiple interactions with users from different backgrounds and questions.

Given diverse user interactions, when the system is evaluated after a month of usage, then the responses should show a significant increase in accuracy, measured by a minimum 80% satisfaction rating from users.

The chatbot provides users with assistance in learning how to navigate EcoPaperly's interface during their first few interactions.

Given a new user asks for navigation help, when the chatbot delivers instructions, then it should include step-by-step guidance and relevant links that are contextually relevant to the user’s inquiries.

Multilingual Support

User Story: As a non-English speaking user, I want to chat with the chatbot in my native language so that I can understand the information provided and feel supported during my onboarding process.
Description: To accommodate a diverse user base, the chatbot must offer multilingual support, allowing users to interact in their preferred languages. This feature will help break language barriers and ensure that all users can access the necessary support during their onboarding period, enhancing user satisfaction and engagement with the EcoPaperly platform.
Acceptance Criteria: Multilingual Support Activation by Users

Given a user accesses the chatbot during onboarding, when they select their preferred language, then the chatbot should respond in the chosen language without latency.

Language Options Availability

Given the user initiates a chat session, when they view the language selection menu, then the chatbot should display at least five different language options for selection.

User Inquiry Response in Selected Language

Given a user has selected a preferred language, when they ask a question to the chatbot, then the response should be generated and displayed in the chosen language with 95% accuracy in translation.

Fallback Language Functionality

Given a user selects a language not supported by the chatbot, when they attempt to interact, then the chatbot should provide a prompt to use the default language as a fallback, with an apology and a suggestion to contact support for assistance.

Language Switching Capability

Given the user is interacting with the chatbot, when they choose to switch languages mid-conversation, then the chatbot should confirm the language change and continue the conversation in the selected language without losing the context.

User Feedback on Language Support

Given a user completes their interaction with the chatbot, when prompted for feedback regarding language support, then they should have the ability to rate their experience on a scale from 1 to 5 and provide comments about their multilingual support experience.

Integration with User Analytics

User Story: As a product manager, I want to analyze user interactions with the chatbot so that I can identify common problems and improve the onboarding experience for future users.
Description: The chatbot will integrate with user analytics tools to track user interactions, satisfaction levels, and common queries. This data will provide valuable insights for the development team to improve chatbot functionality and user experience continuously. The insights gained will enable proactive adjustments to content and support strategies, ensuring that the onboarding process remains efficient and effective.
Acceptance Criteria: Tracking user interactions with the chatbot during the onboarding process to analyze engagement levels.

Given a new user is interacting with the chatbot, When the user completes their query, Then the chatbot records interaction time, user satisfaction rating, and the type of query in the analytics tool.

Collecting user satisfaction levels after a chatbot interaction during onboarding.

Given a user has finished interacting with the chatbot, When prompted for feedback, Then the chatbot must present a satisfaction survey that successfully records the user’s satisfaction level and any comments provided.

Identifying common queries and feedback patterns from users during their initial use of the chatbot.

Given multiple users have interacted with the chatbot, When analytics are reviewed, Then the system should categorize and report on the top 10 most common queries and the satisfaction ratings associated with each.

Utilizing analytics insights to update chatbot content based on user interactions.

Given the team has reviewed user interaction data, When updates to chatbot responses are made, Then the updates should be implemented in the chatbot within 2 business days and tested for accuracy and relevance.

Proactive adjustments to the chatbot based on analytics insights gathered over one month.

Given data from user interactions over a month, When the development team identifies areas for improvement in the chatbot, Then at least 3 changes should be proposed and a plan for implementation created.

Monitoring real-time analytics during high-traffic times to assess chatbot performance.

Given a peak user interaction period, When the chatbot is operating, Then analytics should display real-time user interactions, satisfaction levels, and any system alerts for performance issues in less than 30 seconds.

Feedback Mechanism

User Story: As a user, I want to provide feedback on my chatbot experience so that my input can help improve the onboarding process for myself and others.
Description: The chatbot will include a feedback mechanism allowing users to rate their interaction with the chatbot after each session. This feature will collect direct user feedback, which can then be analyzed to enhance chatbot performance and user experience. By continually refining chatbot capabilities based on user feedback, the overall effectiveness of the onboarding process will be improved.
Acceptance Criteria: User successfully interacts with the Personalized Support Chatbot during onboarding, contributes feedback, and rates their experience.

Given a user has finished a session with the chatbot, when they are prompted to provide feedback, then they should be able to rate the interaction on a scale of 1 to 5 and leave optional comments.

The chatbot records user feedback correctly after each interaction.

Given a user submits feedback, when the feedback form is submitted, then the system should log their rating and comments into the feedback database without errors.

Admin reviews analytics of user feedback collected by the chatbot.

Given the feedback data is collected, when an admin accesses the analytics dashboard, then they should be able to view aggregated ratings and comments to evaluate chatbot performance.

Users receive confirmation that their feedback has been submitted.

Given a user submits their feedback, when the feedback has been logged successfully, then they should see a confirmation message indicating successful submission of their feedback.

Users who leave feedback can opt-in for follow-up on their suggestions or comments.

Given a user submits feedback, when they choose the option for follow-up, then their contact information should be collected and stored securely for future outreach.

The chatbot utilizes collected feedback to improve responses in future interactions.

Given feedback has identified common issues, when the system generates new response templates, then the chatbot should incorporate the updates into its responses for users.

Goal-Oriented Onboarding Plans

Goal-Oriented Onboarding Plans allow users to customize their onboarding experience by setting specific learning objectives and milestones aligned with their roles. This feature empowers users to take ownership of their onboarding journey, focusing on what matters most to them, which enhances satisfaction and ensures a more effective learning process.

Requirements

Personalized Milestones

User Story: As a new employee, I want to set personalized milestones during my onboarding process so that I can track my progress and ensure I am meeting my learning objectives effectively.
Description: The Personalized Milestones requirement enables users to set and track individual milestones throughout their onboarding process. Users can choose specific targets related to their roles and track progress against these targets via the platform. This requirement aims to enhance engagement and retention during the onboarding phase, ensuring users understand their path and can celebrate achievements along the way. Integration with user dashboards will allow for real-time updates and reminders, fostering a sense of progress and accomplishment, while aligning user objectives with company goals.
Acceptance Criteria: User sets personalized milestones during the onboarding process.

Given the user is on the onboarding dashboard, when they select 'Set Milestones', then they can create and save specific milestones relevant to their role.

User tracks progress against their personalized milestones.

Given a user has set personalized milestones, when they complete a task related to a milestone, then their progress tracker updates in real-time to reflect the completion status.

User receives reminders for upcoming milestones.

Given a user has personalized milestones set, when a milestone deadline approaches, then the system sends a notification reminder to the user via their preferred communication channel.

User celebrates achievements upon reaching milestones.

Given a user has completed a milestone, when they access the dashboard, then they see a celebratory message and an option to share their achievement with their team.

Milestones align with company goals and metrics.

Given the user has set personalized milestones, when they review their milestones, then each milestone has an associated company goal for tracking performance alignment.

User is able to edit or delete personalized milestones.

Given a user has set personalized milestones, when they access the milestone settings, then they are able to edit or delete existing milestones as needed.

User feedback is collected on the milestone feature after use.

Given the user has completed a milestone, when prompted for feedback on the milestone feature, then their responses are recorded and available for review by the development team.

Dynamic Learning Paths

User Story: As a new user, I want the onboarding platform to recommend a dynamic learning path based on my input and progress so that I can have a personalized and efficient learning experience that aligns with my goals.
Description: The Dynamic Learning Paths requirement allows for adaptive content delivery based on user input and progress. Users will be able to receive tailored learning materials that match their specific job roles and personal learning objectives. The system will analyze users’ performance data, preferences, and input to recommend changes or additional resources. This capability enhances the onboarding experience by providing relevant and timely information, maximizing engagement, and ensuring all learning needs are met effectively.
Acceptance Criteria: User Customization of Learning Objectives

Given a user has logged into EcoPaperly, when they navigate to the onboarding section, then they should be able to set personalized learning objectives that align with their job roles.

Dynamic Adjustment of Learning Materials

Given a user has completed a set of onboarding tasks, when they input their feedback on the material, then the system should analyze their performance data and adjust the learning path accordingly by recommending additional resources.

Progress Tracking for Onboarding Milestones

Given a user has set specific onboarding milestones, when they complete an objective, then the system should provide a visual representation of their progress towards those milestones.

User Feedback Integration into Learning Path

Given a user has accessed their learning path, when they provide feedback on the materials, then the system should prompt them with an updated learning plan based on their feedback and performance.

Real-time Collaboration Among New Users

Given multiple new users are onboarding simultaneously, when they interact within the platform, then they should be able to collaborate in real-time on shared tasks or projects within their learning path.

Recommendation System for Learning Enhancements

Given a user is progressing through their onboarding, when they reach a review point, then the system should provide recommendations for additional learning modules based on their individual performance data.

User Satisfaction Survey After Onboarding Completion

Given a user has completed their onboarding process, when they finish, then they should be prompted to complete a satisfaction survey to provide feedback on the onboarding experience and the relevance of the learning materials.

Goal Tracking Dashboard

User Story: As a new team member, I want to access a goal tracking dashboard where I can see my onboarding progress and manage my milestones so that I can stay focused and accountable throughout the process.
Description: The Goal Tracking Dashboard requirement introduces a centralized interface for users to visualize and manage their onboarding goals. This dashboard will display individual milestones, completion rates, and remaining tasks, providing a clear overview of their onboarding journey. Users can interact with the dashboard to set new goals or update existing ones, ensuring they stay focused and accountable. This requirement is crucial for maintaining user engagement, providing motivation, and allowing managers to track team progress at a glance.
Acceptance Criteria: User logs into EcoPaperly for the first time after their onboarding plan has been set up.

Given the user has an active onboarding plan, when they access the Goal Tracking Dashboard, then the dashboard should display their specific onboarding goals, completion rates, and remaining tasks.

A user wishes to update their onboarding goals via the Goal Tracking Dashboard.

Given the user is viewing their Goal Tracking Dashboard, when they click on the 'Edit Goals' button and make changes, then their updated goals should be reflected in real-time on the dashboard.

A manager wants to review the onboarding progress of their team using the Goal Tracking Dashboard.

Given a manager has access to the team dashboard, when they click on the 'Team Goals' section, then they should see a comprehensive overview of all team members' onboarding progress, including milestone completion rates.

A user completes a goal within their onboarding plan and wants to see the updated progress on the Goal Tracking Dashboard.

Given the user marks a goal as completed, when they refresh the Goal Tracking Dashboard, then their completion rate should increase and the completed goal should be moved to the completed section.

The system needs to ensure security and privacy for user data within the Goal Tracking Dashboard.

Given that user data is sensitive, when a user accesses the Goal Tracking Dashboard, then the system should require authentication and ensure that data is only visible to the authenticated user and their designated manager.

A user wants to receive reminders for upcoming onboarding milestones via the Goal Tracking Dashboard.

Given that the user has set milestones in the dashboard, when the milestone date approaches, then the user should receive an email notification reminding them of the impending deadline for each goal.

Feedback Loop Integration

User Story: As a new hire, I want to provide feedback on my onboarding experience so that the organization can continually improve the process and ensure it meets the needs of future employees.
Description: The Feedback Loop Integration requirement facilitates regular check-ins and feedback collection from users regarding their onboarding experience. The integration will support automated surveys and feedback prompts at strategic milestones, allowing users to highlight their experiences and suggest improvements. This ensures the onboarding process remains responsive and evolve based on user input, thus increasing overall satisfaction and effectiveness of the onboarding program.
Acceptance Criteria: User initiates the onboarding process in EcoPaperly and reaches the first milestone where feedback is requested.

Given a user has completed the first onboarding milestone, when the feedback prompt is triggered, then the user must successfully receive a survey requesting feedback about their experience.

At regular intervals during the onboarding process, automated feedback requests are sent to users.

Given a user is at the second milestone of their onboarding plan, when the system sends an automated feedback request, then the user should receive the request via their preferred communication channel (email or in-app notification).

Users submit feedback through the integrated feedback loop during their onboarding journey.

Given that a user has received a feedback prompt, when they submit their feedback, then the system must successfully record and store their responses without errors.

Management reviews the collected feedback to analyze user satisfaction with the onboarding process.

Given that feedback has been collected from multiple users, when management accesses the feedback summary report, then the report must include quantitative and qualitative data that accurately represents user satisfaction levels and suggestions for improvement.

The system updates the onboarding experience based on user feedback.

Given that significant feedback trends have been identified, when the onboarding process is reassessed by the development team, then actionable changes must be implemented in the onboarding plans reflecting user suggestions within the next release cycle.

Users are notified of updates to the onboarding program based on their feedback.

Given that the onboarding program has been updated based on user feedback, when a user logs into EcoPaperly after the update, then they must receive a notification detailing the changes made and how these changes address their specific feedback points.

Users regularly engage with the feedback loop during their onboarding period.

Given that the feedback loop is integrated into the onboarding process, when users are prompted for feedback, then at least 75% of users should participate in providing their feedback at each milestone over a three-month period.

Resource Library Access

User Story: As a new employee, I want to access a resource library where I can find training documents and videos relevant to my onboarding process so that I can learn independently and effectively.
Description: The Resource Library Access requirement offers users a centralized repository of onboarding materials, including training videos, documents, and FAQs. Users can easily access essential resources that complement their personalized onboarding journey. The library will be categorized by topics and prioritized based on user roles and learning paths, ensuring users receive the most relevant and beneficial materials readily. This feature plays a critical role in empowering users to take charge of their onboarding and enhancing the overall user experience.
Acceptance Criteria: User accesses the Resource Library for the first time during their onboarding process.

Given a new user with an account, when they navigate to the Resource Library for the first time, then they should see a welcome message and a categorized list of available resources relevant to their role.

User searches for a specific training video in the Resource Library.

Given a user on the Resource Library page, when they input a keyword related to a training video in the search bar, then the system should display a list of relevant training videos within 3 seconds.

User views and accesses documents from the Resource Library.

Given a user is on the Resource Library page, when they select a document category, then the system should display all documents within that category, and users should be able to click on any document to view the content.

User receives suggested resources based on their onboarding goals.

Given a user has completed their onboarding goals setup, when they access the Resource Library, then the system should show a list of resource recommendations tailored to their goals and milestones.

Admin updates the Resource Library with new materials.

Given an admin with permission to edit the Resource Library, when they upload a new resource, then the resource should appear in the appropriate category within 5 minutes of upload.

User provides feedback on the resources in the library.

Given a user has accessed a training video, when they submit feedback on its usefulness, then the feedback should be recorded in the system, and the user should receive a confirmation message stating their feedback has been submitted.

User tries to access a restricted document in the Resource Library.

Given a user whose role does not have permission for certain documents, when they attempt to access a restricted document, then the system should display an error message indicating that they do not have access rights.

Progress Tracker Dashboard

The Progress Tracker Dashboard visually displays users’ onboarding progress, highlighting completed tutorials, milestones achieved, and areas needing focus. This feature not only provides a sense of accomplishment but also motivates users by making them aware of their growth within the platform, driving engagement and encouraging further exploration.

Requirements

Progress Visualization

User Story: As a new user, I want to see a visual representation of my onboarding progress so that I can easily understand how much I have completed and what I need to focus on next.
Description: The Progress Visualization requirement involves the implementation of an intuitive graphical interface that depicts the user's progress throughout the onboarding process. This feature will present a visual representation of completed tutorials, milestones, and areas that require attention, allowing users to easily track their journey. The visualization will enhance user interaction by providing clear insights into their achievements, promoting user engagement and motivation to complete remaining tutorials. This functionality not only enhances the onboarding experience but also fosters a deeper connection with the platform, thereby increasing user retention and satisfaction.
Acceptance Criteria: Onboarding Completion Status Visibility

Given a user has completed at least one tutorial, when they access the Progress Tracker Dashboard, then the dashboard should display a visual representation of their onboarding progress including completed tutorials and milestones achieved.

Milestone Achievement Notification

Given a user reaches a significant milestone, when they complete a required tutorial, then a notification should be triggered and displayed on the dashboard indicating the milestone has been achieved.

Visual Representation of Areas Needing Attention

Given a user is viewing their Progress Tracker Dashboard, when they have tutorials that are incomplete, then the dashboard should highlight these areas prominently, indicating the number of tutorials left to complete.

User Engagement Metrics Collection

Given the Progress Tracker Dashboard is implemented, when users interact with the dashboard, then the system should capture metrics on user clicks and interactions to assess engagement levels.

Responsive Design of the Dashboard

Given a user accesses the Progress Tracker Dashboard on different devices, when they resize or change their device, then the dashboard should adapt responsively and maintain usability across all screen sizes.

User Feedback on Dashboard Usability

Given that the Progress Tracker Dashboard has been launched, when users provide feedback, then at least 75% of the responses should indicate that the dashboard is user-friendly and enhances their onboarding experience.

Integration with Existing User Accounts

Given a user signs into the platform, when the Progress Tracker Dashboard loads, then the dashboard should automatically reflect the user's onboarding progress without manual refresh or additional login steps.

Milestone Notifications

User Story: As a user, I want to receive notifications when I achieve milestones during my onboarding process so that I feel motivated and encouraged to continue learning.
Description: The Milestone Notifications requirement is designed to automatically alert users when they achieve important milestones during their onboarding process. This feature will integrate with the Progress Tracker Dashboard, providing timely updates via in-app notifications and emails, thus encouraging users to celebrate their achievements. By highlighting these key moments, the feature will enhance user motivation and engagement, as well as encourage them to continue their learning journey on EcoPaperly. This capability will ensure that users feel acknowledged for their efforts, contributing to a more satisfying user experience on the platform.
Acceptance Criteria: User receives an in-app notification after completing a significant milestone during the onboarding process.

Given a user has completed a milestone, when the milestone is reached, then an in-app notification should be sent to the user immediately.

User receives an email notification after achieving a milestone to encourage continued engagement.

Given a user has completed a milestone, when the milestone is achieved, then an email notification should be sent to the user within 5 minutes.

The Progress Tracker Dashboard updates to reflect the user's newly achieved milestone.

Given the user achieves a milestone, when they access the Progress Tracker Dashboard, then the completed milestone should be visually highlighted in the dashboard.

The milestone notifications must contain actionable insights to enhance user motivation.

Given a user receives a milestone notification, when they view the notification, then it should include a summary of the milestone and suggested next steps for continued learning.

Users should be able to opt-in or opt-out of milestone notifications according to their preferences.

Given a user is in their account settings, when they choose to opt-in or opt-out of milestone notifications, then their preference should be saved and followed in subsequent notifications.

Check for system performance during peak times to ensure timely notifications are still delivered.

Given a high volume of users reaching milestones simultaneously, when the milestones are achieved, then all notifications should be sent without delay or system errors.

Focus Area Recommendations

User Story: As a user, I want to receive personalized recommendations on areas I should focus on during onboarding so that I can optimize my learning and skill acquisition.
Description: The Focus Area Recommendations requirement will leverage AI to analyze the user's progress and suggest personalized areas of improvement. By assessing completed tutorials and user engagement, the system will identify topics or tutorials that the user should concentrate on next for optimal learning. This feature will not only guide users through their onboarding journey effectively but also ensure they maximize the value they gain from the platform. Tailored recommendations will promote user engagement and ensure that they feel supported in their learning endeavors, thereby enhancing overall user satisfaction and progress tracking.
Acceptance Criteria: User receives personalized focus area recommendations after completing a specified number of tutorials.

Given a user has completed 5 tutorials, when they access the Progress Tracker Dashboard, then the system should display at least 3 recommended tutorials based on their engagement and progress.

User can view recommended focus areas based on their onboarding progress.

Given a user is on the Progress Tracker Dashboard, when they view the focus area recommendations section, then the displayed recommendations should be relevant to their completed tutorials and least engaged areas.

User engagement metrics are effectively tracked to influence focus area recommendations.

Given a user has logged in and interacted with the platform, when their engagement data is analyzed, then the system should provide an accurate representation of the user's interaction levels and suggest improvements.

AI analyzes user’s interaction and progress for generating focus area recommendations.

Given the AI system analyzes a user’s completed tutorials and engagement, when it identifies 2 or more areas needing focus, then it should provide targeted recommendations without errors.

User receives timely notifications about new focus area recommendations.

Given a user has completed new tutorials, when they refresh the Progress Tracker Dashboard, then they should receive notifications for new recommendations within 5 minutes of completion.

User can provide feedback on the relevance of the focus area recommendations.

Given a user has received focus area recommendations, when they provide feedback on the relevance, then the system should log this feedback for future improvement in recommendation accuracy.

Users see the improvement over time based on their focus area engagement.

Given a user has been using the platform for 4 weeks, when they access their Progress Tracker Dashboard, then they should have access to a summary of their performance improvements linked to the focus areas they engaged with.

Leaderboard and Community Engagement

User Story: As a user, I want to see how my onboarding progress compares to others so that I can feel a sense of community and maybe engage in friendly competition.
Description: The Leaderboard and Community Engagement requirement aims to foster a sense of community among users by allowing them to see how their onboarding progress compares to others. This feature will display a leaderboard showcasing user rankings based on their onboarding milestones and achievements. Such social engagement can spark friendly competition and encourage users to explore more of the platform's offerings, while also facilitating connections with fellow users. By encouraging community interactions, this feature will not only drive user engagement but also promote a culture of learning and improvement within EcoPaperly.
Acceptance Criteria: User views the Leaderboard for the first time after completing their onboarding process.

Given the user has completed their onboarding, when they access the Leaderboard, then it should display their ranking and total points based on their achievements.

User interacts with other participants displayed on the Leaderboard.

Given the user views the Leaderboard, when they click on another user's profile, then it should show the selected user's achievements and milestones.

User completes a tutorial and sees the updated Leaderboard ranking immediately afterwards.

Given the user completes a tutorial, when the Leaderboard is refreshed, then it should reflect the new ranking and points earned for the completed tutorial.

User's achievements trigger a notification for a new milestone reached.

Given the user reaches a predefined milestone, when the notification is sent, then the user should receive an alert detailing the milestone and how it affects their ranking on the Leaderboard.

Admin monitors the Leaderboard to analyze user engagement and interactions.

Given the admin accesses the Leaderboard, when they view the dashboard, then it should provide analytics on user rankings, interactions, and engagement metrics over the past month.

User shares their Leaderboard status on social media to promote community engagement.

Given the user wants to share their leaderboard status, when they click the 'Share' button, then it should generate a post with their current ranking and a link to EcoPaperly.

Customizable Dashboard Widgets

User Story: As a user, I want to customize my Progress Tracker Dashboard widgets so that I can see the information that is most relevant to my learning process.
Description: The Customizable Dashboard Widgets requirement provides users the ability to personalize their Progress Tracker Dashboard by allowing them to select and arrange widgets that display relevant data. Users can choose what indicators they want to track, such as tutorial completion rates, milestone achievements, or focus area recommendations. This aspect of customization empowers users to create a dashboard that aligns with their individual needs and preferences, enhancing overall user experience. Tailoring the dashboard not only increases engagement but also ensures that users find value in the platform by having access to information that is most relevant to them.
Acceptance Criteria: User personalizes their Progress Tracker Dashboard by selecting and arranging widgets to display their chosen indicators, such as tutorial completion rates and milestone achievements, before starting their onboarding process.

Given the user is on the Progress Tracker Dashboard, when they select and arrange widgets, then the dashboard should display the selected widgets with accurate data in the chosen order.

User modifies their dashboard preferences to remove a widget they no longer wish to track, ensuring that the widget is deleted from the dashboard and no longer shows up.

Given the user has selected a widget on the dashboard, when they choose to remove it, then the dashboard should update to remove the widget and confirm the action with a success message.

User accesses the Customizable Dashboard Widgets on a mobile device to ensure functionality across platforms, selecting widgets specific to their needs within the mobile interface.

Given the user is accessing EcoPaperly on a mobile device, when they navigate to the dashboard customization option, then they should be able to select, arrange, and save widgets just like on a desktop interface without loss of functionality.

User saves their customized dashboard preferences, ensuring their settings remain intact the next time they log in.

Given the user has customized their dashboard layout, when they click the save preferences button, then their current dashboard configuration should be saved and loaded correctly upon the next login.

User views their dashboard and checks if the widget data refreshes appropriately to reflect real-time updates after completing a tutorial.

Given the user completes a tutorial, when they refresh their dashboard, then the corresponding tutorial completion widget should automatically update to reflect the new completion rate immediately.

Community Learning Forums

Community Learning Forums foster a collaborative environment where new users can connect, share experiences, and seek advice from peers. This feature encourages interactive learning and offers additional insights and tips from other users, creating a support network that enhances the onboarding experience and promotes a sense of belonging.

Requirements

Forum Posting

User Story: As a new user, I want to post my questions in the Community Learning Forums so that I can get advice and learn from experienced users.
Description: The Forum Posting requirement enables users to create and share posts within the Community Learning Forums. This feature supports rich text formatting, including the ability to add images, links, and code snippets, enhancing the quality of content shared. Users can categorize their posts based on topics, making it easier for others to find relevant discussions. This requirement is crucial for fostering interaction and knowledge sharing within the community, empowering users to actively participate and engage with one another, thereby improving their learning experience.
Acceptance Criteria: User creates a post in the Community Learning Forums with rich text formatting and categorization.

Given the user is logged into their account, when they navigate to the Community Learning Forums and select 'Create Post', then they should be able to use rich text formatting options (bold, italic, bullet points, etc.), upload images, and add links/codes before submitting the post.

User accesses a post they created to edit or update it.

Given the user has a post in the Community Learning Forums, when they select the post and click 'Edit', then they should be able to modify the content, change the category, and save the changes successfully.

User wants to categorize their post for better visibility and access by others.

Given the user is creating a post, when they select a category from the dropdown menu, then the post should be saved under the selected category, and users should be able to filter posts by that category later.

User uploads an image as part of their forum post.

Given the user is creating a post when they click 'Upload Image', then the user should be able to select an image file, and the image should display correctly in the post after submission, with no loss in quality.

User views a list of posts in a selected category.

Given the user is in the Community Learning Forums, when they select a category from the filter options, then they should see only the posts relevant to that category displayed in the list format.

Another user comments on a post created by the first user.

Given a user views a forum post, when they write a comment and submit it, then the comment should appear under the post, displaying the commenter's name and timestamp.

User shares a post on social media directly from the forum.

Given the user is viewing a post, when they click the 'Share' button and select a social media platform, then the post should be shared on the selected platform with the correct link and description.

Commenting System

User Story: As a user, I want to comment on forum posts so that I can engage in discussions and share my insights with other community members.
Description: The Commenting System requirement allows users to reply to forum posts and engage in discussions. This feature includes threaded replies for easier follow-up on conversations and notifications for users when someone comments on their post or replies to their comments. By enabling discussions, the commenting system enhances user interaction and provides a platform for more in-depth exploration of topics covered in the forums, leading to a richer community experience.
Acceptance Criteria: User replies to a forum post successfully.

Given a user is logged into the Community Learning Forum, when they click on the 'Reply' button under a post and submit their comment, then their reply should be displayed under the original post with their username and timestamp.

User receives notifications for new comments on their posts.

Given a user has posted a message in the Community Learning Forum, when another user comments on their post, then the original poster should receive a notification indicating that there is a new comment on their post.

Users can use threaded replies for better discussion organization.

Given a user is viewing a thread in the Community Learning Forum, when they reply to another user's comment, then their reply should be indented beneath the original comment to visually indicate that it is a response to that comment.

Users can scroll through and view multiple comments in a thread.

Given a user is in a forum discussion with multiple comments, when they scroll down the comment section, then they should be able to see all comments without any performance issues or delays in loading.

Users can edit or delete their own comments.

Given a user has posted a comment in the Community Learning Forum, when they click the 'Edit' button on their comment and submit a new version, then the updated comment should replace the original one, and when they delete their comment, it should no longer be visible in the thread.

User Profiles Integration

User Story: As a user, I want to view profiles of other community members so that I can understand their background and expertise before engaging with them.
Description: The User Profiles Integration requirement links individual user profiles to the Community Learning Forums, allowing users to view each other’s profiles, including their experience, contributions, and areas of expertise. This integration helps establish credibility, fosters trust and encourages collaboration among users. By enhancing user visibility, this requirement supports networking opportunities and facilitates knowledge exchange within the community.
Acceptance Criteria: Users can navigate to the Community Learning Forums section and view profiles of active participants.

Given I am a registered user, when I navigate to the Community Learning Forums, then I should see a list of users with their profiles displayed along with contributions and expertise.

Users can click on individual user profiles to view detailed information about their contributions and experience.

Given I see a user listed in the Community Learning Forums, when I click on their profile, then I should be able to view detailed information including their biography, contributions, and areas of expertise.

Users receive notifications when they receive interactions (like comments or likes) on their shared content within the forums.

Given I have shared a post in the Community Learning Forums, when another user interacts with my post, then I should receive a notification indicating the interaction.

Users can search for other users based on their areas of expertise in the Community Learning Forums.

Given I want to find users with specific expertise, when I use the search functionality in the Community Learning Forums, then I should see a list of users filtered by the entered expertise keywords.

Users can update their profiles to reflect their current roles and contributions in the Community Learning Forums.

Given I want to change my profile information, when I edit my user profile, then I should be able to update my role, contributions, and expertise successfully, and the changes should reflect immediately in the forums.

Users can see the integrated user profiles of their connections in the Community Learning Forums interface.

Given I am connected with other users, when I access the Community Learning Forums, then I should see profiles of my connections highlighted.

Users can report inappropriate content or behavior within the Community Learning Forums associated with user profiles.

Given I encounter inappropriate content or behavior in the Community Learning Forums, when I use the report feature, then my report should be submitted successfully, triggering an appropriate follow-up process.

Search Functionality

User Story: As a user, I want to search the Community Learning Forums for specific topics so that I can quickly find relevant information and other users' experiences.
Description: The Search Functionality requirement enables users to search through forum posts and comments efficiently. This feature allows users to filter search results based on keywords, categories, and dates, facilitating quick access to relevant information. By improving content discoverability, the search functionality enhances the overall user experience in the forums, allowing users to find solutions and insights from previous discussions without scrolling through extensive threads.
Acceptance Criteria: User searches for a specific topic in the Community Learning Forums to find existing posts related to their query.

Given a user is on the Community Learning Forums page, when they enter a keyword in the search bar and click on 'search', then the system should return forum posts that contain the keyword in the title or body.

User wants to filter search results by categories to find relevant posts more quickly.

Given a user has performed a search for a keyword, when they select a category filter, then the results should be narrowed down to only include posts from that selected category.

User filters search results by a specific date range to find the most recent discussions.

Given a user has entered a keyword and selected a date range, when they initiate the search, then the returned results should only include posts made within the specified date range.

User enters an invalid keyword in the search function to test error handling.

Given a user is on the Community Learning Forums page, when they input an invalid keyword and click 'search', then the system should display a message stating 'No results found' and suggest checking the keywords or resetting the search.

User wishes to search for posts containing multiple keywords to find more specific information.

Given a user has a topic in mind and enters multiple keywords separated by spaces in the search bar, when they click 'search', then the system should return posts that contain all of the specified keywords in the search results.

User wants to ensure the search functionality is accessible and usable across different devices.

Given a user accesses the Community Learning Forums from a mobile device, when they use the search functionality, then the interface should allow easy input of keywords and display results in a mobile-friendly layout.

User expects that the search results display the most relevant posts at the top for efficiency.

Given a user searches for a keyword, when the search results are displayed, then the posts should be ordered by relevance based on the occurrence of the keyword in titles, bodies, and comment activity.

Moderation Tools

User Story: As an administrator, I want to have moderation tools available so that I can maintain a positive and constructive environment in the Community Learning Forums.
Description: The Moderation Tools requirement provides administrators with capabilities to manage forum content, including the ability to edit, delete, or flag posts and comments that violate community guidelines. This feature is essential for maintaining a respectful and constructive environment within the forums and allows for proactive management of discussions to uphold community standards and ensure a positive user experience.
Acceptance Criteria: Admin’s Use of Moderation Tools to Respond to Violations

Given an administrator accesses a forum discussion thread, when they identify a post that violates community guidelines, then they should be able to flag the post for review.

Editing Posts by Administrators

Given an administrator has flagged a post as inappropriate, when they proceed to edit the post, then the original content should be replaced with the edited content while maintaining a record of changes made.

Deleting Inappropriate Comments

Given an administrator views a comment under a forum post that violates community guidelines, when they choose to delete the comment, then the comment should be removed from the thread and not visible to users.

Flagging System Effectiveness

Given an administrator receives multiple flags on a single post, when they check the flagging report, then they should see all flagged instances linked to the same post for efficient management.

Notification System for Administrators

Given an administrator has made a moderation action (edit/delete/flag), when the action is completed, then a notification should be generated and sent to the administrative dashboard for record keeping.

User Feedback on Moderation Actions

Given a user observes a moderation action taken on a post, when they navigate to the feedback section, then they should be able to submit their perception of the moderation (positive/negative) regarding how it was handled.

Feedback Loop Mechanism

The Feedback Loop Mechanism allows new users to provide real-time feedback on their onboarding experience. This feature enhances the onboarding process by identifying pain points and areas for improvement, maintaining an open line of communication with users and ensuring the onboarding program continually evolves to meet their needs.

Requirements

Real-time Feedback Collection

User Story: As a new user of EcoPaperly, I want to provide real-time feedback during my onboarding experience so that the team can address any challenges I face and improve the process for future users.
Description: The Real-time Feedback Collection requirement enables users to submit their feedback instantly during the onboarding process. This feature will integrate with the existing onboarding system, providing users with a seamless experience to share their thoughts and challenges as they encounter them. The feedback will be recorded and analyzed to identify trends and specific pain points in the onboarding process, allowing EcoPaperly to rapidly adapt to user needs. This requirement is essential for continuously improving user experience and engagement, ensuring that the onboarding process is responsive and user-driven.
Acceptance Criteria: New users have completed at least 50% of the onboarding process and are now ready to provide feedback on their experience with EcoPaperly's onboarding features.

Given a new user who has reached the feedback point in the onboarding process, when they submit their feedback, then the feedback should be logged in the system within 2 seconds and the user should receive a confirmation message.

Users encounter difficulties navigating the onboarding platform and are prompted to provide feedback through a pop-up.

Given a user experiences a navigation issue during onboarding, when the feedback pop-up appears, then the user should be able to submit feedback without losing their current progress in the onboarding flow.

After submitting feedback, users should be able to view a summary of their previous feedback entries during their onboarding session.

Given a user has submitted feedback on previous onboarding steps, when they access their feedback summary in the onboarding interface, then all previously submitted feedback entries should be displayed clearly with timestamps.

Users are able to categorize their feedback to help EcoPaperly identify common trends and issues.

Given a user is providing feedback, when they are presented with categorization options (e.g., 'Navigation', 'Content', 'Technical Issues'), then the user should be able to select one or more categories before submitting their feedback.

The system generates automated reports based on the feedback gathered from users during the onboarding process.

Given that at least 10 feedback submissions have been collected, when the report generation is triggered, then an automated report should be created displaying key themes and pain points highlighted in the feedback.

Admin users need real-time access to feedback data for ongoing analysis and improvement.

Given that an admin user is logged into the EcoPaperly dashboard, when they navigate to the feedback analytics section, then they should see live updates of feedback received, including trends and user satisfaction metrics.

User Feedback Analysis Dashboard

User Story: As a product manager, I want to access a dashboard that displays user feedback analytics so that I can identify patterns and areas for improvement in the onboarding program efficiently.
Description: The User Feedback Analysis Dashboard requirement focuses on creating a centralized visual interface that consolidates all feedback collected from users during onboarding. This dashboard will present key metrics, trends, and insights into user perceptions and experiences, which are crucial for driving informed decision-making. The dashboard will be designed for easy navigation and customization, allowing stakeholders to filter feedback by various criteria such as user demographics, feedback type, or time frame. This requirement is crucial for understanding user experiences holistically and making data-driven improvements to the onboarding process.
Acceptance Criteria: User accesses the User Feedback Analysis Dashboard for the first time to review onboarding feedback and insights.

Given a logged-in user with access rights, when they navigate to the User Feedback Analysis Dashboard, then they should see an overview of user feedback metrics including total feedback received, average rating, and key trends over the last month.

Stakeholders filter feedback data by specific criteria to assess user onboarding experiences more granularly.

Given the User Feedback Analysis Dashboard is loaded, when the user selects a filter for demographics such as age or location, then the displayed feedback metrics should update to reflect only the feedback from those demographic groups.

The dashboard's performance is evaluated under high user loads during peak times of feedback collection.

Given a scenario where multiple users access the User Feedback Analysis Dashboard simultaneously, when they request data updates, then the dashboard should load within 3 seconds and remain responsive to user interactions, with no loss of data integrity.

An admin user customizes the dashboard to include specific metrics relevant to their reporting needs.

Given an admin user is logged into the dashboard, when they select customization options to add or remove metrics, then the changes should be saved successfully and reflected immediately on the dashboard upon refresh.

Users provide feedback through the onboarding process, which is then displayed on the dashboard in real time for assessments.

Given that a new user submits feedback at the end of their onboarding session, when this feedback is recorded, then it should appear on the User Feedback Analysis Dashboard without delay in the feedback summary section.

Stakeholders review trends in user feedback over different time periods to identify improvement areas in onboarding.

Given that the User Feedback Analysis Dashboard displays feedback, when a user selects a date range filter from the last quarter, then the dashboard should show insights and trends specifically from that selected time frame.

Feedback Response Mechanism

User Story: As a new user, I want to receive responses to my feedback so that I feel reassured that my suggestions are taken into account and to understand the actions being taken based on my input.
Description: The Feedback Response Mechanism requirement involves setting up a systematic approach for responding to user feedback gathered during onboarding. This feature will allow the EcoPaperly team to acknowledge user comments and suggestions, providing follow-up communications about how their input is being used to enhance the onboarding experience. By establishing a clear channel for responses, users will feel valued and heard, which can increase engagement and satisfaction. This mechanism is vital for fostering a culture of continuous communication between the development team and users.
Acceptance Criteria: Onboarding feedback submission by newly registered users.

Given a new user has completed the onboarding process, when they provide feedback through the system, then the feedback should be logged in the database with a timestamp and user ID.

Acknowledgment of feedback provided by users during the onboarding process.

Given a user has submitted feedback, when the system processes the feedback, then an automated acknowledgment email should be sent to the user within 24 hours.

Tracking follow-up communications regarding user feedback.

Given feedback has been received from a user, when the team addresses the feedback, then the user should receive a follow-up communication detailing how their input has been used within 7 business days.

Analyzing feedback for onboarding improvements.

Given a collection of feedback from users, when the feedback is analyzed, then a report summarizing the key pain points and suggested improvements should be generated quarterly.

User engagement metrics post-feedback response implementation.

Given the implementation of the feedback response mechanism, when user engagement metrics are reviewed after six months, then there should be at least a 20% increase in the number of users completing the onboarding process.

User satisfaction tracking after feedback implementation.

Given users have submitted feedback and received responses, when a satisfaction survey is conducted, then at least 75% of respondents should report feeling valued and heard regarding the feedback process.

Integration of feedback into product development cycle.

Given user feedback has been collected, when the development team reviews the feedback, then at least one improvement based on user feedback should be implemented in the next product release cycle.

User Experience Improvement Plan

User Story: As a UX designer, I want to have access to a structured plan for implementing user feedback so that I can contribute effectively towards enhancing the onboarding experience for new users.
Description: The User Experience Improvement Plan requirement entails creating a structured framework for utilizing the feedback collected from users to enhance the onboarding experience continuously. Based on the insights derived from the feedback analysis dashboard, EcoPaperly will prioritize and implement changes that directly address user pain points. This plan will also include timelines and responsible parties for each improvement initiative. It is crucial for ensuring that the onboarding experience evolves according to user expectations and remains aligned with EcoPaperly's mission of providing a user-centric platform.
Acceptance Criteria: New users provide real-time feedback during the onboarding process via the Feedback Loop Mechanism.

Given a new user completes the onboarding process, when they access the feedback form, then they can submit feedback regarding their experience without any errors.

Feedback collected from new users is analyzed for improvement opportunities in the onboarding process.

Given the collected feedback, when the analysis is complete, then a report detailing identified pain points and suggested improvements is generated and shared with relevant stakeholders.

The User Experience Improvement Plan is developed based on user feedback insights.

Given the feedback analysis report, when the User Experience Improvement Plan is created, then it includes specific improvement initiatives with assigned timelines and responsible parties for each initiative.

Improvements identified in the User Experience Improvement Plan are implemented effectively based on feedback.

Given the plan includes specific improvements, when the changes are implemented, then users report a measurable increase in satisfaction scores during onboarding within the next three months.

Continuous monitoring of the onboarding experience occurs post-implementation of improvements.

Given user feedback is continually collected, when evaluated monthly, then identified issues show a downward trend as documented in the dashboard improvements.

Communication of updates based on user feedback is established with new users.

Given that feedback has been implemented, when users access the platform after updates, then they receive notification detailing changes made based on their feedback and how it improves their onboarding experience.

User Feedback Recap Notification

User Story: As a user who provided feedback, I want to receive a recap of how my input has been utilized so that I can see the direct impact of my contributions to improving the onboarding process.
Description: The User Feedback Recap Notification requirement involves sending automatic notifications to users who have provided feedback during onboarding, summarizing how their input has contributed to improvements made in the system. This feature will serve two primary purposes: to close the feedback loop by showing users the impact their feedback has and to reinforce the importance of their participation in providing valuable insights. Notifications should be tailored to highlight specific feedback from each user, thereby enhancing engagement and trust in the platform.
Acceptance Criteria: User provides feedback during the onboarding process and receives a notification summarizing the improvements associated with their input.

Given a user submits feedback during onboarding, when the feedback is collected and changes are implemented, then the user should receive a notification within 24 hours summarizing how their feedback contributed to those changes.

User feedback is categorized based on the type of input (positive, negative, or neutral) to tailor notifications accordingly.

Given a user submits feedback categorized as negative, when the system processes the feedback, then the user should receive a notification that specifically addresses their concerns and outlines the improvements being made.

All feedback responses from users are recorded and analyzed to identify common themes or trends over time.

Given multiple users provide feedback, when the feedback is aggregated, then a monthly report should be generated highlighting the most common feedback themes and the actions taken in response.

Users who have not provided feedback during their onboarding experience receive a prompt encouraging them to do so.

Given a user completes onboarding without submitting feedback, when they log back into the platform, then they should see a notification prompting them to provide feedback on their onboarding experience.

The Notification system is tested for correct personalization and accuracy of information provided to the user in the feedback recap notifications.

Given a user receives a feedback recap notification, when they open the notification, then it should contain specific references to their feedback and the related changes made in the system, tailored to their input.

Users can easily opt-out of receiving feedback recap notifications if they choose to do so.

Given a user has opted to not receive feedback notifications, when they submit feedback, then they should not receive any notification summarizing the feedback changes made.

Feedback recap notifications are analyzed for user engagement and effectiveness in closing the feedback loop.

Given feedback recap notifications are sent, when user engagement is measured within two weeks, then at least 75% of users should acknowledge receipt and understanding of the notification contents through interaction or follow-up feedback.

Gamified Learning Modules

Gamified Learning Modules transform the onboarding process into an engaging and fun experience through challenges and achievements. Users earn points, badges, or rewards for completing onboarding tasks, fostering friendly competition and encouraging consistent progress while making the learning process enjoyable.

Requirements

Points and Rewards System

User Story: As a new employee, I want to earn points and rewards for completing my onboarding tasks so that I feel motivated and engaged throughout the process.
Description: The Points and Rewards System allows users to earn points for completing onboarding tasks within the Gamified Learning Modules. This functionality will encourage user engagement and motivation by offering tangible rewards such as badges and certificates as milestones are achieved. The system should integrate with the user profile, displaying the earned points and rewards prominently to foster competition among peers and promote a sense of accomplishment. The implementation of this requirement will enhance the onboarding experience, making it more interactive and enjoyable, leading to improved completion rates.
Acceptance Criteria: User completes the onboarding task of submitting a profile picture in the Gamified Learning Module.

Given the user has logged into the EcoPaperly platform, when they upload a profile picture in the onboarding task, then they should receive 10 points immediately added to their points total, and the points should be reflected on their user profile.

A user completes all onboarding tasks in the Gamified Learning Module and achieves a milestone reward.

Given the user has completed all assigned onboarding tasks, when they reach the final milestone, then they should receive a digital badge and a certificate which should be displayed on their profile, along with a notification confirming the achievement.

A user views their profile to check their points and badges earned in the onboarding process.

Given the user is logged into their profile, when they navigate to the rewards section, then they should see a clear display of their total points and a visual list of badges earned, with corresponding explanations of how each badge was obtained.

When the user fails to complete an onboarding task, the points system should provide feedback.

Given the user is viewing their incomplete task list, when the user fails to complete a task, then the system should display a message clarifying that points will not be earned until the task is completed, accompanied by motivation tips to encourage completion.

The system tracks and displays user progress through the onboarding Gamified Learning Modules over time.

Given the user has completed their onboarding tasks, when they check the progress tracking feature, then they should see a historical graph showing points earned over time and milestones achieved, indicating their path through the onboarding process.

A user competes with peers for the top points in the onboarding process.

Given multiple users are completing the onboarding process, when a user checks the leaderboard feature, then they should see their rank relative to others based on points earned, along with a display of the top three users' points.

The user re-logs into the system after a period and checks their points.

Given that the user has logged out and re-logged into their account after a week, when they access their profile, then their points total should reflect any changes due to completed tasks during their absence, with a notification of any new achievements since their last login.

Challenge-Based Learning

User Story: As a new employee, I want to participate in challenges during my onboarding so that I can test my knowledge and see how I rank compared to others.
Description: The Challenge-Based Learning feature introduces specific tasks and challenges that users must complete to progress through the onboarding process. Each challenge can vary in difficulty and can be designed to test different skill areas relevant to the organization. Users will receive immediate feedback upon completion, fostering an environment conducive to learning and growth. Integration with the learning management system will allow for tracking user progress and performance over time, thereby ensuring individual learning paths are catered to. This functionality is crucial for maintaining user engagement and ensuring efficient knowledge retention.
Acceptance Criteria: User completes a challenge and receives immediate feedback on their performance and points earned.

Given the user has completed a challenge, When the user submits their challenge response, Then the user receives immediate feedback including points earned and any badges awarded.

Users are able to track their progress within the onboarding process through a visual dashboard.

Given the user has logged into the platform, When the user navigates to the progress dashboard, Then the user can view their completion status for each challenge and overall onboarding progression.

Challenge tasks can vary in difficulty and users have the option to select a preferred difficulty level before starting their onboarding.

Given the user is on the challenge selection screen, When the user chooses their difficulty level, Then the challenges presented to the user should match the selected difficulty.

Integration of the challenge-based learning module with the existing learning management system to ensure tracking of users' performance over time.

Given the user completes a challenge, When the system syncs with the learning management system, Then the user's performance data (points and progress) is accurately recorded in the LMS.

Users can earn rewards for completing a series of challenges to promote ongoing engagement and motivation.

Given the user has completed the required number of challenges for a reward, When the user accesses their achievements section, Then the reward visibility reflects the user’s earned rewards accurately.

Immediate notification is sent to users when they reach new levels or earn badges in the game.

Given a user has earned a new badge, When the user is logged into the platform, Then the user receives a notification alerting them of their new badge and its significance.

Feedback collected from users after completing each challenge to improve the learning module over time.

Given the user completes a challenge, When asked to provide feedback, Then the user’s responses are stored for review and analysis to make necessary adjustments to the learning modules.

Leaderboard Integration

User Story: As a new employee, I want to see where I rank on the leaderboard compared to my coworkers so that I can strive to improve and stay engaged in the process.
Description: The Leaderboard Integration feature provides a dynamic leaderboard displaying users' rankings based on points earned through the onboarding challenges and activities. This integration will foster a sense of friendly competition among users and encourage peer interaction. The leaderboard will be updated in real-time and accessible from the user dashboard, allowing users to track their progress relative to their peers. This functionality is essential for driving engagement and generating excitement around the onboarding process, transforming it from a passive experience into an interactive competition.
Acceptance Criteria: Display of Leaderboard on User Dashboard

Given a user is logged into the EcoPaperly platform, when they navigate to their dashboard, then they should see the leaderboard displayed prominently with current rankings based on points earned.

Real-time Updates of Leaderboard Rankings

Given a user completes an onboarding challenge, when their points are updated, then the leaderboard should reflect the changes in real-time without requiring a page refresh.

Visibility of User's Own Ranking on Leaderboard

Given a user is viewing the leaderboard, when they look for their name, then they should be able to locate their position and see their total points in relation to others.

History of Point Accumulation on Leaderboard

Given a user accesses the leaderboard, when they click on their name, then they should be able to view their history of points earned along with the activities related to those points.

Leaderboard Notification for Achievements

Given a user achieves a new rank on the leaderboard, when this happens, then they should receive a notification via email and in-app indicating their new rank and points earned.

Feedback and Recognition Mechanism

User Story: As a new employee, I want to receive feedback on my onboarding performance so that I know what I did well and where I can improve.
Description: The Feedback and Recognition Mechanism is designed to provide users with constructive feedback on their performance in the gamified onboarding modules. This feature will also enable managers or mentors to recognize employees who excel during the onboarding process, thus promoting a culture of appreciation and encouragement. Feedback will be delivered at the end of each module and will include positive reinforcement along with areas for improvement, enhancing the learning experience. This requirement is key to ensuring users feel valued and are motivated to enhance their skills further.
Acceptance Criteria: Feedback is provided to users upon completion of each gamified onboarding module.

Given a user completes a gamified onboarding module, when they finish the module, then they should receive personalized constructive feedback that highlights their strengths and areas for improvement.

Managers can recognize top-performing users in the onboarding process.

Given a manager accesses the feedback and recognition dashboard, when they view the completed onboarding modules, then they should be able to see a list of users who excelled and the corresponding feedback received.

Users receive a notification when feedback and recognition are provided.

Given a user completes a gamified module and receives feedback, when feedback is generated, then the user should receive a notification informing them of their feedback content and recognition status.

The feedback includes both positive reinforcement and actionable suggestions.

Given a user finishes an onboarding module, when the feedback is compiled, then it must include at least two positive statements and one clear area for improvement to ensure balanced feedback.

Users can track their feedback and recognition history.

Given a user logs into the EcoPaperly platform, when they navigate to their profiles, then they should have access to a historical record of all feedback and recognition received during their onboarding process.

The recognition mechanism aligns with performance metrics set by the organization.

Given that the organization has established performance benchmarks, when feedback and recognition are issued, then the criteria for recognition should clearly correspond to those performance metrics to ensure consistency and fairness.

Press Articles

EcoPaperly Launches Revolutionary SaaS Platform to Transform Document Management for Eco-Conscious Organizations: FOR IMMEDIATE RELEASE

EcoPaperly Launches Revolutionary SaaS Platform to Transform Document Management for Eco-Conscious Organizations

Date: 2025-01-05

[City, State] – EcoPaperly, a pioneer in eco-friendly technology solutions, today announced the launch of its innovative software-as-a-service (SaaS) platform designed to help organizations transition to efficient, paperless workflows. This groundbreaking platform harnesses the power of artificial intelligence to automate document digitization, categorization, and secure storage, revolutionizing the way organizations manage their data while significantly reducing their carbon footprint.

The primary goal of EcoPaperly is to empower businesses, particularly those committed to sustainability and eco-friendly practices, to streamline their operations while fostering a greener workplace culture. By effectively digitizing paper-heavy processes, organizations can not only enhance efficiency but also save costs associated with paper use and storage.

"In today’s fast-paced digital world, organizations need to embrace technology that aligns with their sustainability goals," said [Name, Title] at EcoPaperly. "Our platform not only streamlines document management but also empowers users to make informed decisions that positively impact their ecological footprint."

With a suite of features including an advanced Sustainability Dashboard, Goal Tracker, and an Interactive Data Explorer, EcoPaperly provides users with the tools necessary to monitor paper usage metrics and compliance performance, enhancing transparency in sustainability initiatives. Users can set and track specific sustainability goals and receive real-time notifications as they progress towards achieving these objectives.

One of the most innovative features of EcoPaperly is the Instant Scan & Upload functionality, which allows users to digitize and upload paper documents with a single click. This feature aims to eliminate tedious digitization processes, boosting productivity and enabling teams to focus on strategic task management rather than paper handling.

The platform also offers seamless integration with popular collaboration tools like Slack and Microsoft Teams, ensuring organizations maintain strong communication while working towards their environmental goals. Users can share digitized documents instantly, collaborate in real-time, and engage in discussions that contribute to improved project outcomes, all within the EcoPaperly environment.

In an effort to encourage engagement with sustainability goals among organizations, EcoPaperly introduces a unique Green Incentive Tracker that rewards users for reducing paper usage. Points earned can be redeemed for eco-friendly products, promoting participation in green practices throughout the organization.

"Sustainability is a collaborative effort, and EcoPaperly enhances this collaboration not only within teams but across entire organizations," added [Second Key Person Name, Title]. "We believe that engaging all employees in the green transition is key to driving meaningful, lasting change."

EcoPaperly is already receiving positive feedback from early adopters, including Sustainability Officers, Operations Managers, and Compliance Officers, who appreciate the software's ability to simplify complex processes while ensuring compliance with the latest environmental regulations.

To learn more about how EcoPaperly can transform your organization’s document management and contribute to a sustainable future, visit [Website URL].

Contact: [Your Name] [Your Title] EcoPaperly [Email Address] [Phone Number]

END

Revolutionary EcoPaperly Platform Empowers Organizations to Achieve Sustainable goals Through Enhanced Digital Workflows: FOR IMMEDIATE RELEASE

Revolutionary EcoPaperly Platform Empowers Organizations to Achieve Sustainable Goals Through Enhanced Digital Workflows

Date: 2025-01-05

[City, State] – EcoPaperly today unveiled its cutting-edge SaaS platform, engineered to assist eco-conscious organizations in streamlining their document management through efficient digital workflows. This innovative solution leverages advanced AI technology to support organizations in eliminating paper-based processes, thereby accelerating their green initiatives while significantly improving operational efficiency.

The launch of EcoPaperly reflects an urgent need for sustainable business practices and addresses the increasing demand for digital solutions that not only enhance productivity but are also environmentally responsible. Organizations that adopt this transformative platform can expect to achieve substantial reductions in their overall paper usage, which is a key factor contributing to higher operational costs and environmental impact.

According to [Name, Title] of EcoPaperly, "Our solution is designed for organizations ready to make a significant transition towards sustainability. We provide the tools necessary for teams to optimize their workflows and reduce paper consumption, leading to measurable improvements in their ecological footprint."

EcoPaperly’s feature set includes an array of resources tailored to support sustainability efforts. Key elements include a Sustainability Dashboard that provides real-time metrics on paper usage, alongside a Goal Tracker that allows users to establish sustainability targets and measure progress against them. Furthermore, the platform's Interactive Data Explorer enables organizations to gain deeper insights into their workflows, revealing opportunities for further optimization.

One of the standout features of EcoPaperly is its Intelligent Tagging System, which utilizes machine learning to categorize documents automatically based on their content. This functionality minimizes time spent on manual filing and enhances information accessibility across organizations.

Integration with collaboration tools such as Google Workspace and Microsoft Teams ensures that users can collaborate easily and effectively. EcoPaperly promotes a collaborative work environment where teams can communicate effortlessly and engage in joint projects without the hassle of managing paper documents.

"Digital transformation is vital for the success of any organization, particularly those committed to eco-friendly practices," noted [Second Key Person Name, Title], underlining EcoPaperly’s role in supporting sustainable transformations. "By offering an integrated system that enhances both collaboration and sustainability, we are helping organizations become more agile and responsible."

Early adopters from various sectors, including finance, healthcare, and education, have already expressed their enthusiasm about the benefits EcoPaperly brings to their document management processes. Users laud the efficiency and ease with which they can transition to a digital workspace, eliminating the friction often associated with adopting new technology.

For further information on how EcoPaperly can support your organization’s green transition while optimizing workflows, visit [Website URL].

Contact: [Your Name] [Your Title] EcoPaperly [Email Address] [Phone Number]

END

EcoPaperly Unveils Features That Drive Sustainable Practices and Operational Efficiency: FOR IMMEDIATE RELEASE

EcoPaperly Unveils Features That Drive Sustainable Practices and Operational Efficiency

Date: 2025-01-05

[City, State] – EcoPaperly, the newly launched SaaS platform dedicated to creating a sustainable future, has revealed its full suite of features designed to empower organizations to minimize their environmental impact while maximizing operational efficiency. This state-of-the-art platform integrates advanced AI technologies with user-friendly interfaces, ensuring seamless transitions for organizations aiming to reduce their reliance on paper documentation.

Recognizing the growing need for organizations to embrace eco-friendly practices, EcoPaperly optimizes document management through a variety of innovative features including the Sustainability Insights Feed, which curates personalized tips and success stories to motivate users on their green journey. This engagement not only fosters a culture of sustainability but also encourages users to share their experiences and inspire others.

[Name, Title] at EcoPaperly states, "We are on a mission to transform how organizations think about document management and its alignment with sustainability goals. With our platform, businesses can streamline their workflows while ensuring they are making conscious, eco-friendly choices."

In addition to the Sustainability Insights Feed, EcoPaperly introduces the Gamified Eco-Quests, which engage users in how to best reduce paper consumption while fostering friendly competition among employees. This gamification aspect increases engagement and promotes a sense of community as teams work together towards sustainability goals.

Moreover, EcoPaperly features a Carbon Footprint Calculator that quantifies the environmental impact of an organization’s paper usage, providing critical insights that enable teams to make data-driven decisions towards achieving their ecological targets.

Early users, including compliance officers and finance directors, have noted a dramatic improvement in the way they manage documents, emphasizing the platform’s diverse functionality that addresses workflow issues and compliance requirements with ease.

"We recognize the importance of empowering organizations not only through technology solutions but also by fostering a community of sustainability-minded individuals who are striving towards common goals," commented [Second Key Person Name, Title] at EcoPaperly. "Our platform is designed to help businesses thrive, both economically and environmentally, by improving their operational processes and running lean and green."

For further discovery into EcoPaperly’s mission-driven features and how they can assist your organization in achieving its sustainability objectives, please visit [Website URL].

Contact: [Your Name] [Your Title] EcoPaperly [Email Address] [Phone Number]

END

Create products with ease

Product Details

Personas

Digital Transition Champion

Green Office Advocate

Cost-Efficient Operator

Product Ideas

Product Features

Sustainability Dashboard

Requirements

Interactive Graphs

Customizable Metrics

Automated Reports

Trend Analysis Tools

Integration with Cloud Storage

Goal Tracker

Requirements

Goal Setting Interface

Milestone Tracking

Progress Visualization Dashboard

Real-time Notifications and Reminders

Goal Adjustment Feature

Performance Reporting

Custom Report Builder

Requirements

Data Point Selection

Report Visualization Options

Automated Report Generation

Export Functionality

User Access Control

Mobile Compatibility

Peer Benchmarking

Requirements

Sustainability Metrics Comparison

Best Practices Repository

Real-time Data Analytics

Peer Feedback Mechanism

Sustainability Tracker Integration

Customized Reporting Tools

Interactive Data Explorer

Requirements

Customizable Filters

Dynamic Visualizations

Insights Generation

Exportable Reports

Real-time Collaboration

User Activity Tracking

Sustainability Impact Simulator

Requirements

Scenario Builder

Impact Metrics Display

Scenario Comparison Tool

User Feedback Loop

Industry Benchmarking Feature

Real-Time Alerts & Notifications

Requirements

User Customizable Alerts

Dashboard Notification Overview

Integration with Calendar Apps

Smart Alert Algorithm

Mobile Push Notifications

Instant Scan & Upload

Requirements

Single-Click Upload Functionality

AI-Powered Document Classification

Real-Time Upload Progress Indicator

Secure Document Encryption During Upload

User Access Control and Permissions Management

Multi-Language Support

Requirements

Language Detection Optimization

User Interface Language Options

Real-time Translation Feature

Multi-Language Document Repository

Custom Language Additions

Intelligent Tagging System

Requirements

Automated Tagging Engine

Searchable Tags Interface