Dynamic Resource Forecast
Utilizing predictive analytics, this feature forecasts future resource needs based on past project data and current trends. It ensures project managers can proactively source materials and labor, reducing delays and last-minute scrambles by aligning resources with upcoming project phases.
Requirements
Predictive Analytics Engine
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User Story
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As a project manager, I want to receive accurate forecasts for resource needs so that I can plan and source necessary materials and labor ahead of time, thus avoiding delays during project execution.
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Description
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The Predictive Analytics Engine requirement focuses on developing a sophisticated module that utilizes historical project data and advanced algorithms to forecast future resource demands for construction projects. This functionality will allow project managers to anticipate needs accurately and prepare in advance for resources such as labor and materials. The benefits include improved planning, minimized delays, enhanced resource management, and an overall increase in project efficiency. This engine will integrate seamlessly with the ClariCon platform, leveraging existing data to yield actionable insights and notifications, driving proactive decision-making within teams.
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Acceptance Criteria
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Forecasting Resource Needs for a New Project Phase
Given historical data from past projects, when a project manager initiates a resource forecast for an upcoming project phase, then the Predictive Analytics Engine should generate a list of required resources with estimated quantities and timelines accurately reflecting the project's needs.
Proactive Notifications for Resource Shortages
Given that the Predictive Analytics Engine is monitoring current project data, when it detects a potential shortfall of any needed resource in the next phase, then it should send an alert notification to the project manager at least 14 days in advance.
Integration with Existing Project Management Tools
Given that ClariCon is integrated with various project management tools, when project managers access the Dynamic Resource Forecast feature, then they should be able to view resource forecasts alongside their current project timelines and task assignments without technical issues.
Performance Evaluation of Forecast Accuracy
Given a completed project, when the project team compares the predicted resource needs against the actual resources utilized, then the Predictive Analytics Engine should show an accuracy rate of at least 85% in its forecasts.
User Interface for Resource Forecast Review
Given that project managers need to review resource forecasts, when they access the Predictive Analytics Engine, then the user interface should present forecasts in a clear, concise format that includes charts and graphs for easy interpretation.
User Feedback on Forecast Effectiveness
Given that the Predictive Analytics Engine has been in use for three months, when project managers are surveyed about its effectiveness, then at least 75% should indicate that it has positively impacted their resource planning and decision-making.
Resource Allocation Dashboard
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User Story
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As a site supervisor, I want to see a clear dashboard that shows available resources and future needs, so that I can effectively allocate resources and manage my team more efficiently.
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Description
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The Resource Allocation Dashboard requirement centers around creating a user-friendly dashboard that provides project managers with an at-a-glance overview of resource availability, allocation, and upcoming needs. It will present real-time data visualizations allowing easy tracking of materials and labor across various project phases. The dashboard should enable project managers to make informed decisions quickly, enhancing transparency and accountability in resource management, and directly supporting the implementation of the Dynamic Resource Forecast feature. The overall goal is to streamline the resource allocation process and reduce the impact of shortages on project timelines.
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Acceptance Criteria
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Resource Manager views the Resource Allocation Dashboard to assess the availability of materials and labor before a new project phase begins.
Given the project manager accesses the Resource Allocation Dashboard, When the dashboard loads, Then it should display real-time availability of materials and labor in a user-friendly visual format.
Project Manager analyzes upcoming resource needs to prevent shortages for the next phase of a project.
Given the project manager is viewing future resource requirements on the dashboard, When they click on an upcoming project phase, Then the dashboard should show a detailed breakdown of the required resources and any identified shortages.
Project Manager facilitates a team meeting based on insights gathered from the Resource Allocation Dashboard.
Given the project manager has reviewed the dashboard data, When they present the allocation insights during the team meeting, Then the team should be able to understand the current resource status and the actions required to fulfill upcoming needs.
Resource Allocation Dashboard integrates with the Dynamic Resource Forecast to update resource needs.
Given that the Resource Allocation Dashboard is connected to the Dynamic Resource Forecast feature, When a new forecast is generated, Then the dashboard should automatically update to reflect the new projected resource needs.
A project manager monitors the effectiveness of resource allocation over time using the dashboard.
Given the project manager views the historical data on the dashboard, When they analyze resource allocation trends over the past six months, Then the dashboard should provide visual analytics indicating resource utilization rates and any discrepancies from forecasts.
Project Manager customizes the Resource Allocation Dashboard to better suit their project needs.
Given the dashboard allows customization options, When the project manager modifies the dashboard settings to prioritize certain resources, Then the dashboard should save these preferences and display the customized view upon their next login.
Alerts and Notifications System
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User Story
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As a project manager, I want to receive notifications about potential resource shortages based on forecasts so that I can take corrective actions proactively and keep the project on track.
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Description
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The Alerts and Notifications System requirement involves implementing a robust mechanism that will send automatic alerts and notifications to users regarding critical actions needed for resource allocation based on the predictions generated by the Dynamic Resource Forecast. This system will ensure that project managers and supervisors are timely informed about upcoming resource requirements, changes in availability, or any potential issues that may affect project timelines. The integration of this feature with the existing communication tools within ClariCon aims to better facilitate prompt actions and minimize delays in project execution.
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Acceptance Criteria
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Alert Trigger for Upcoming Resource Needs
Given that the project manager has accessed the Dynamic Resource Forecast, when the forecast predicts a resource need within the next two weeks, then an automatic alert is sent to the project manager’s communication tool.
Notification for Resource Availability Changes
Given that a resource's availability status changes, when the change occurs, then a notification is sent to all project managers and supervisors managing projects that require the changed resource.
Integration with Existing Communication Tools
Given that the Alerts and Notifications System is being implemented, when a user receives an alert, then the alert must appear in at least two designated communication channels (e.g., email and mobile app) without delay.
User Customizable Alert Settings
Given that the system has been implemented, when a user accesses their settings, then they should be able to customize the types and frequency of alerts they wish to receive.
Performance Monitoring of Alerts System
Given that the Alerts and Notifications System is live, when a month passes after deployment, then the system should report at least 95% delivery rate for all sent alerts.
User Experience for Receiving Alerts
Given that a user receives an alert, when they view the alert, then the alert should provide clear details about the resource need and actions required within three seconds of being opened.
User-Defined Resource Criteria
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User Story
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As a project manager, I want to set my own criteria for resource forecasting so that the predictions align closely with my project’s specific needs and conditions.
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Description
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The User-Defined Resource Criteria requirement allows users to specify custom parameters for forecasting resource needs tailored to their particular project requirements. This feature will enhance the Dynamic Resource Forecast by offering flexibility in selecting various factors such as project type, location, and phase, thereby increasing the accuracy of the resource predictions. By adapting to individual user criteria, the ClariCon platform can improve its predictive capabilities and provide more relevant forecasts tailored to each project's unique context, driving efficiency and reliability in resource management.
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Acceptance Criteria
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User specifies custom parameters for forecasting resource needs based on project location.
Given a user is on the resource forecasting page, when they define the project location as 'Urban,' then the forecast should reflect resource needs specific to urban projects.
User defines project type parameters for resource forecasting.
Given a user sets the project type to 'Residential,' when they run the resource forecast, then the system should provide predictions tailored to residential construction requirements.
User includes specific construction phases in resource forecasting.
Given a user selects the project phase as 'Foundation,' when they generate the resource forecast, then the forecast should include materials and labor pertinent to foundation work.
User adjusts multiple parameters including type, location, and phase for the forecast.
Given a user selects 'Commercial' as project type, 'Rural' as the location, and 'Framing' as the phase, when they generate the forecast, then the output must accurately reflect the combined criteria.
User saves custom resource parameters for future use.
Given a user has defined specific resource criteria, when they click 'Save,' then these criteria should be retrievable in the future without loss or data corruption.
User reviews the impact of defined resource criteria on forecast accuracy.
Given a user applies custom parameters and generates a forecast, when they compare the forecast with actual resource usage from a completed project, then the accuracy must be assessed to be within 10% of actuals.
User deletes previously saved resource criteria to ensure no longer applicable criteria are stored.
Given a user selects a saved resource criteria set, when they click 'Delete,' then the selected criteria should no longer appear in the saved list and be unrecoverable.
Integration with Existing Tools
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User Story
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As a project manager, I want ClariCon to connect with tools I already use so that I can effortlessly integrate resource forecasting into my current workflows without disruption.
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Description
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The Integration with Existing Tools requirement focuses on ensuring compatibility and seamless data exchange between the ClariCon platform and popular existing project management and resource planning tools used in the construction industry. This will allow for smoother workflows for project managers, as they can leverage existing systems while taking advantage of the predictive analytics capabilities offered by ClariCon. This integration is essential for improving overall user adoption and satisfaction, ensuring that users can operate within their preferred environments without disconnects, enhancing productivity, and streamlining project workflows.
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Acceptance Criteria
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Integration with Major Project Management Tools
Given that a project manager is using a popular project management tool, when they initiate an integration with ClariCon, then the existing data should be imported seamlessly without any data loss.
Data Sync between ClariCon and Existing Tools
Given that data has been entered into ClariCon, when the integration is active, then the corresponding data in the external project management tool should update automatically within 5 minutes.
User Interface for Setting Up Integration
Given that a user is setting up the integration with existing tools, when they access the integration settings, then they should see a clear step-by-step guide to complete the process without confusion.
Error Handling for Integration Failures
Given that a failure occurs during the data sync process, when the failure happens, then the user should receive a clear error message with actionable steps to resolve the issue.
User Training on Tool Integration
Given that training sessions are conducted for users on how to integrate with existing tools, when users complete the training, then they should be able to successfully set up and troubleshoot the integration independently.
Notification System for Integration Issues
Given that a user is utilizing the integration feature, when an issue arises during data exchange, then the user should receive instant notifications via email and within the application.
Performance Metrics for Integration Efficiency
Given that the integration is up and running, when performance metrics are evaluated, then the integration should demonstrate no more than a 2% delay in data transfer compared to manual methods.
Custom Reporting Functionality
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User Story
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As a project manager, I want to generate customized reports on resource usage and forecasts so that I can present insightful analyses and make data-informed decisions for my projects.
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Description
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The Custom Reporting Functionality requirement is aimed at providing project managers with the capability to generate tailored reports based on resource forecasts, analytics, and project performance metrics. This will enable stakeholders to review historical trends, identify patterns, and gain insights into resource allocation efficiency over time. By offering customizable reporting options, ClariCon can enhance decision-making processes and provide valuable data that aids in future project planning and strategy development, driving continuous improvement in project management practices.
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Acceptance Criteria
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Project Manager generates a custom report to analyze resource allocation for the previous quarter.
Given the project manager has access to the Custom Reporting Functionality, when they select the 'Generate Custom Report' option, then they should be able to filter the report by date range, resource type, and project.
Stakeholders review a custom report to make informed decisions regarding future project resources.
Given the custom report has been generated, when stakeholders access the report, then they should see clear visualizations of historical trends in resource allocation and efficiency metrics.
Project Manager modifies the report parameters to get insights on material forecasts.
Given the project manager is on the report generation page, when they change the parameters for materials to include only high-demand resources, then the generated report must only show relevant forecasts and analytics for those resources.
Site supervisors utilize the custom reporting functionality to prepare for upcoming phases of a project.
Given the site supervisor selects a report focusing on labor resource forecasts for the next phase, when the report is generated, then it should accurately reflect the predicted labor needs based on past projects and current trends, allowing for actionable planning.
Users export the custom report in different formats for sharing with stakeholders.
Given the custom report is generated, when the user selects the export option, then they should be able to export the report in PDF, Excel, and CSV formats without any data loss or formatting issues.
The system allows users to save custom report templates for future use.
Given the project manager has configured a custom report with specific parameters, when they save this configuration as a template, then the system should allow the report to be reused with the same settings in future sessions.
User gets notified for any discrepancies in the custom report data.
Given the report is generated, when there is a discrepancy between predicted and actual resource allocation data, then the system should alert the user with a clear notification explaining the inconsistency.
Resource Utilization Dashboard
An interactive dashboard providing real-time insights into how effectively resources are being utilized across all projects. Users can easily identify over- or under-utilization of labor and materials, allowing for timely adjustments and maximizing efficiency.
Requirements
Interactive Resource Graphs
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User Story
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As a project manager, I want to see graphical representations of resource utilization so that I can quickly identify trends and make informed decisions regarding adjustments to labor and materials.
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Description
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The Interactive Resource Graphs requirement focuses on the ability to visually represent data related to resource utilization in a variety of graphs and charts. This feature will enable users to interpret data trends at a glance, helping project managers monitor labor and material usage patterns over time. By employing an intuitive layout that categorizes resources, this requirement enhances user experience and promotes informed decision-making. The integration with ClariCon's real-time data collection will ensure that the graphs are always up-to-date, providing insights that can immediately impact project efficiency and resource allocation.
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Acceptance Criteria
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Real-time Updates for Resource Utilization Monitoring
Given the user is logged into the Resource Utilization Dashboard, when they view the Interactive Resource Graphs, then the graphs should reflect the most recent data collected within the last 5 minutes.
User-Friendly Data Interpretation
Given a project manager is analyzing the Interactive Resource Graphs, when they hover over a specific data point, then a tooltip should display detailed information about the resource usage for that point in time.
Interactive Filtering of Resource Data
Given the user is viewing the Interactive Resource Graphs, when they apply filters for a specific date range or resource type, then the graphs should update to reflect only the selected data without needing a page reload.
Comparative Graphs for Resource Utilization
Given the user wants to compare resource usage across different projects, when they select multiple projects from the dashboard, then the Interactive Resource Graphs should display a side-by-side comparison of the selected projects' resource utilization.
Integration with Task Assignments
Given that real-time resource data is available, when a project manager views the Interactive Resource Graphs, then they should be able to click on any graph section to view tasks directly linked to that resource allocation.
Alerts for Resource Under/Over-utilization
Given the thresholds for resource utilization are set, when the user views the Interactive Resource Graphs, then alerts should be provided for any resources exceeding or falling below the defined thresholds in real-time.
Exporting Resource Data for Reporting
Given the user needs to prepare a report, when they select the export option from the Interactive Resource Graphs, then the data should be downloadable in a .CSV format that includes all displayed metrics.
Automated Alerts for Over/Under Utilization
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User Story
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As a site supervisor, I want to receive automatic alerts when resources are either over- or under-utilized so that I can take immediate corrective action and keep the project on track.
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Description
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The Automated Alerts requirement aims to implement a notification system that triggers alerts when resource utilization statistics indicate potential over- or under-utilization. By integrating this feature into the dashboard, users will receive timely notifications about potential inefficiencies, allowing for proactive management of resources. This capability not only enhances operational efficiency but also mitigates the risks of project delays and budget overruns by enabling users to address issues as they arise. The alerts will be customizable, enabling users to set thresholds according to specific project requirements.
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Acceptance Criteria
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Alert Generation for Over-Utilization of Resources
Given that a user has set a threshold for resource utilization at 80%, When the utilization exceeds this threshold, Then an automated alert should be sent to the user via email and within the application dashboard.
Alert Generation for Under-Utilization of Resources
Given that a user has set a threshold for resource utilization at 30%, When the utilization drops below this threshold, Then an automated alert should be sent to the user via email and within the application dashboard.
Customizable Alert Thresholds
Given that a user navigates to the alert settings, When the user updates the threshold values for resource utilization, Then the new thresholds should be reflected in the alert system and used for future alert calculations.
Notification Delivery Timing
Given that an alert is triggered due to over- or under-utilization, When the condition is met, Then the notification should be sent to the user within 5 minutes of the condition being detected.
Dashboard Display of Alerts
Given that alerts have been triggered for any resource utilization, When the user accesses the Resource Utilization Dashboard, Then all active alerts should be displayed prominently for immediate visibility.
Historical Alerts Logging
Given that an alert has been triggered, When the alert has been acknowledged or resolved by the user, Then the alert details should be logged in a historical database for future analysis.
User Preferences for Alert Types
Given that a user is in the notification settings, When the user selects which type of alerts they wish to receive (e.g., email, dashboard), Then the system should save these preferences accordingly.
Resource Comparison Tool
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User Story
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As a project manager, I want to compare resource utilization between different projects so that I can learn from past projects and improve efficiency in future endeavors.
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Description
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The Resource Comparison Tool requirement involves developing a feature that allows users to compare resource utilization across different projects. This functionality will enable project managers to identify best practices and assess the performance of various teams. By getting insights into resource distribution strategies, users can optimize future project planning and execution. Furthermore, this feature will integrate with other ClariCon data modules, ensuring the comparisons are data-driven and contextual. The goal is to empower users with decision-making tools that can help reduce wastage and enhance allocation of resources efficiently across projects.
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Acceptance Criteria
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Project managers need to compare resource utilization between Project A and Project B within the Resource Comparison Tool to identify which team is utilizing materials more effectively during the same phase of the project.
Given the user is logged into the ClariCon platform, when they select Project A and Project B in the Resource Comparison Tool, then the system should display a side-by-side comparison of resource utilization metrics for both projects, including labor hours and material costs.
A site supervisor wants to assess the performance of their team by comparing their resource allocation with another team's allocation in a different project.
Given the site supervisor has access to the Resource Comparison Tool, when they choose their team’s project and another team’s project, then the tool should show key performance indicators such as total material used, labor hours logged, and efficiency ratios for both teams.
A project manager is analyzing the overall resource utilization among three projects that are at different stages of execution to derive insights for future projects.
Given the user has selected three distinct projects in the Resource Comparison Tool, when they request a comparison report, then the tool should generate an interactive report highlighting resource allocation trends and suggesting areas for improvement across the projects.
A project manager needs to present a review of past projects to stakeholders, highlighting the best practices in resource utilization identified through the Resource Comparison Tool.
Given the project manager has accessed the Resource Comparison Tool, when they select previous projects for comparison, then the tool should create a presentation-ready summary report that includes visual charts and insights on resource utilization best practices identified from the selected projects.
A user needs to filter resource utilization data by time periods to identify changes in resource allocation post-implementation of new strategies.
Given the user is within the Resource Comparison Tool, when they apply date filters to the resource utilization data, then the system should update the comparison results to reflect only the resource utilization metrics that fall within the selected date range.
A project manager wants to track the impact of a new resource management policy by comparing its effects on projects executed before and after the policy implementation.
Given the project manager is using the Resource Comparison Tool, when they select projects executed before and after the new policy implementation, then the tool should provide a comparative analysis highlighting variations in resource utilization and project completion times.
Customizable Dashboard Widgets
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User Story
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As a user, I want to customize the dashboard widgets according to my preferences so that I can monitor the most relevant metrics and improve my workflow.
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Description
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The Customizable Dashboard Widgets requirement enables users to personalize their dashboard by selecting specific widgets that display metrics related to resource utilization. This feature promotes user autonomy, allowing individuals to tailor the dashboard to show the information most relevant to their roles and responsibilities. Users can add, remove, or rearrange widgets, enhancing usability and ensuring that critical data is easily accessible at a glance. This customization will not only improve user satisfaction but also drive more focused and effective monitoring of resource management.
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Acceptance Criteria
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User customizes their dashboard upon logging in for the first time to display metrics relevant to their role as a site supervisor.
Given a new user is logged in, When they navigate to the customization options of the dashboard, Then they should be able to add, remove, and rearrange widgets to display at least three metrics of their choice.
An existing user wants to update their dashboard layout to adapt to a new project requirement.
Given an existing user is logged in, When they access the dashboard customization settings, Then they should be able to rearrange widgets and save the new layout successfully without any errors.
Users assess the effectiveness of their customization by comparing the time taken to access key metrics before and after customization.
Given a user has customized their dashboard, When they access key metrics, Then the time taken to retrieve these metrics should be reduced by at least 20% compared to the original layout.
A user wants to revert their dashboard to the original factory settings.
Given a user is in their dashboard settings, When they select the option to reset to default, Then all widgets should revert to the original layout and settings without any loss of data.
The platform checks if a user has set any widget to be hidden or displayed on their dashboard.
Given a user is logged in, When they view their dashboard, Then all customized settings should accurately reflect whether widgets are displayed or hidden as per user preferences.
Ensure the dashboard continues to perform well with various widget customizations.
Given multiple widgets have been added to the dashboard, When the user interacts with the dashboard, Then there should be no noticeable lag, and all metrics should update in real-time without delay.
Users receive a notification if a widget they frequently use is temporarily unavailable due to system updates.
Given a user has customized their dashboard, When a frequently used widget is undergoing maintenance, Then the user should receive a notification indicating the widget's temporary unavailability.
Integration with Existing Tools
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User Story
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As a project manager, I want the Resource Utilization Dashboard to integrate with my existing project management tools so that I can have a unified view of all my resource data without having to switch between applications.
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Description
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The Integration with Existing Tools requirement is focused on ensuring that the Resource Utilization Dashboard can seamlessly interact with other commonly used project management and resource planning tools. This integration will enable data synchronization across platforms, eliminate redundant data entry, and enhance the overall project management system's efficiency. Users will benefit from a streamlined experience where they can access and analyze all relevant resource data from a central dashboard, making informed decisions with confidence.
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Acceptance Criteria
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User successfully integrates the Resource Utilization Dashboard with a popular project management tool like Trello or Asana, allowing for seamless data flow between both platforms.
Given a valid user account and API keys, When the user initiates integration with Trello or Asana, Then the Resource Utilization Dashboard should display a confirmation message and allow access to synchronized data within 5 minutes.
Project managers receive notifications in the Resource Utilization Dashboard when resource utilization crosses defined thresholds (e.g., over-utilization or under-utilization alerts).
Given that resource utilization data is being tracked in real-time, When utilization exceeds 80% of the defined limit, Then the user should receive an alert notification within the dashboard and via email.
Users can manually adjust resource allocations directly within the Resource Utilization Dashboard, and these changes reflect automatically in the integrated project management tools.
Given the user makes changes to resource allocations in the dashboard, When the changes are saved, Then they should be updated in both the Resource Utilization Dashboard and the integrated project management tool within 10 seconds.
Users are able to generate reports from the Resource Utilization Dashboard that include data from integrated tools, showcasing overall resource efficiency.
Given the user selects the 'Generate Report' option, When the user specifies the date range and resources, Then a comprehensive report reflecting all data from integrated tools should be available for download in PDF format within 15 seconds.
The system maintains error logs for integration issues between the Resource Utilization Dashboard and other tools, accessible to users for troubleshooting.
Given an integration error occurs, When the user navigates to the error logs section, Then they should see a detailed log of all integration issues with timestamps, error codes, and suggested resolutions.
AI-Driven Optimal Scheduling
This feature leverages machine learning algorithms to create the most efficient project schedules by aligning resource availability with project timelines. It minimizes downtime and enhances coordination among crews, ensuring that every resource is optimally allocated.
Requirements
Dynamic Resource Allocation
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User Story
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As a project manager, I want the system to dynamically allocate resources based on real-time availability so that I can ensure that every crew is working efficiently and that project timelines are adhered to without delays.
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Description
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This requirement involves implementing a feature that analyzes current resource availability and project timelines in real-time, adjusting the resource assignments dynamically to minimize downtime. The benefit of this functionality lies in its ability to ensure that all crews and materials are optimally utilized at every stage of the project, preventing bottlenecks and enhancing overall productivity. By integrating with existing scheduling tools within ClariCon, this feature would provide a seamless experience for managers, leading to enhanced project execution and reduced idle time.
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Acceptance Criteria
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Project Manager views resource allocation for a construction project in ClariCon, initiating a schedule adjustment based on real-time data about crew availability and ongoing tasks.
Given that a project manager accesses the resource allocation dashboard, when they click on 'Optimize Schedule', then the system should dynamically adjust resource assignments based on current availability, highlighting changes made.
During a construction project, site supervisors receive notifications about resource reassignments due to unforeseen delays or shortages.
Given that a site supervisor has been assigned to a project, when there are changes to resource allocations, then they should receive real-time notifications outlining the specifics of the adjustments made to crews or materials.
A construction crew experiences a delay due to inclement weather, and the system reassigns resources to different tasks to minimize downtime.
Given that inclement weather is affecting project timelines, when the conditions are updated in ClariCon, then the dynamic resource allocation feature should automatically reassign available resources to other tasks, ensuring no crew is idle for more than 30 minutes.
The project manager runs an end-of-day report to analyze resource usage and efficiency of the previous day's allocations in ClariCon.
Given that the project manager is viewing the end-of-day report, when they select the 'Resource Utilization' section, then the report should display metrics showing resource allocation efficiency and any bottlenecks identified during the project execution.
The scheduling feature integrates with existing project timelines to adjust resources seamlessly without manual input from the project manager.
Given that the scheduling tool is active, when a project timeline change occurs, then the resource allocation should automatically adjust accordingly, reflecting these changes in real-time without any manual intervention needed.
Site managers utilize historical performance data to better inform future resource allocations and scheduling decisions within ClariCon.
Given that site managers are preparing for future projects, when they access the historical resource performance data, then they should be able to view trends and insights that guide their resource planning and scheduling decisions effectively.
Predictive Delay Alerts
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User Story
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As a site supervisor, I want to receive alerts about potential delays before they happen so that I can take corrective actions in a timely manner and keep the project on track.
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Description
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This requirement focuses on developing a predictive analytics feature that uses historical project data and current progress metrics to forecast potential delays. The system will alert project managers proactively about any schedule risks, allowing for timely intervention. The implementation of this feature is essential in promoting transparency and in facilitating more informed decision-making, thereby enhancing coordination and communication among all stakeholders involved.
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Acceptance Criteria
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Predictive Delay Alerts Activation Scenario
Given that I am a project manager, when I log into ClariCon and access the project dashboard, then I should see a section displaying upcoming predictive delay alerts based on current project progress and historical data.
Threshold Setting for Delay Alerts Scenario
Given that I am a project manager, when I go to the settings page, then I should be able to set custom thresholds for delay alerts, allowing notifications for specific metrics and risk levels.
Real-Time Notification Delivery Scenario
Given that a predictive delay is detected, when the system analyzes the project data, then a real-time notification should be sent to the project manager's dashboard and email regarding the potential delay.
Visual Representation of Delay Risks Scenario
Given that I am a project manager, when I view the project timeline, then I should see visual indicators on the timeline highlighting potential delay risks for each phase of the project.
Stakeholder Notification Scenario
Given that a predictive delay alert has been issued, when the alert is generated, then all stakeholders assigned to the project should automatically receive a notification with details of the delay.
Historical Data Analysis for Predictive Alerts Scenario
Given that I access the predictive delay alerts feature, when I input historical project data, then the system should analyze this data to improve the accuracy of future delay predictions based on previous trends.
User Feedback Collection on Delay Alerts Scenario
Given that the delay alert feature has been active for one month, when I navigate to the user feedback section, then I should see collected feedback from users regarding the effectiveness and helpfulness of the predictive delay alerts.
User-Friendly Schedule Visualization
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User Story
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As a project manager, I want to see a visual representation of the project schedule so that I can easily track progress and communicate updates to my team more effectively.
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Description
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This requirement aims to create an interactive, visual representation of the project schedule that can be easily navigated by project managers and other stakeholders. It will allow users to quickly understand the project timelines, task dependencies, and resource allocations in a graphical format. This enhancement is designed to improve clarity and enable better tracking and communication of project statuses across teams, resulting in a more coordinated effort towards project completion.
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Acceptance Criteria
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Project managers are using the user-friendly schedule visualization feature during a weekly progress meeting to review project timelines and resource allocations with the team.
Given the user is in the schedule visualization view, when they hover over a task, then a tooltip should display the task details including start date, end date, and assigned resources.
Site supervisors need to quickly identify any delays or issues in the project timeline through the interactive schedule visualization.
Given the project schedule is updated, when a task is delayed, then the affected dependent tasks should be automatically highlighted in orange to indicate potential impacts on the overall timeline.
Stakeholders from different departments are reviewing the project status using the visual schedule during a cross-departmental meeting.
Given various stakeholders are viewing the user-friendly schedule, when they filter the view by resource or task type, then the schedule should refresh to only display the relevant information based on selected filters.
Project managers want to communicate upcoming tasks and deadlines to their teams using the visual schedule to enhance clarity during team briefings.
Given a user selects a specific week on the timeline, when they click on the schedule, then the system should generate a summary report showing all tasks scheduled for that week, including deadlines and resource assignments.
Team members are accessing the schedule visualization on mobile devices while on-site to check their tasks and timelines.
Given the user is viewing the schedule on a mobile device, when they attempt to zoom in on the timeline, then the schedule should gracefully scale to ensure all task details remain accessible and legible.
Users are attempting to resolve scheduling conflicts through the interactive visual representation in a collaborative effort.
Given two tasks have conflicting resource allocations, when the user clicks on the conflicting tasks in the visualization, then a conflict resolution prompt should appear suggesting alternative resource allocations to resolve the conflict.
Integrated Task Assignment System
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User Story
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As a project manager, I want to assign tasks to my team directly within the scheduling tool so that I can manage workloads effectively and ensure that everyone is on track with their responsibilities.
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Description
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This requirement encompasses the creation of a feature that allows project managers to assign tasks to team members directly within the scheduling tool. The system should allow for task prioritization based on urgency and resource availability. By integrating task assignment with scheduling, this feature provides a streamlined approach to workload management, ensuring that all team members are clear on their responsibilities and deadlines, ultimately boosting productivity and accountability within the team.
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Acceptance Criteria
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Project manager assigns a task to a team member within the integrated scheduling tool during a team meeting.
Given the project manager is in the scheduling tool, When they select a team member and assign a task with a priority level, Then the assigned task should immediately appear in the team member’s task dashboard with the corresponding deadline and priority status.
A team member views their assigned tasks through the integrated task assignment system on their mobile device.
Given the team member is logged into the task assignment system, When they navigate to their task list, Then they should see all tasks assigned to them, including the deadlines and priority levels correctly displayed without any lag.
Project manager re-prioritizes an existing task based on urgent project requirements.
Given an existing task in the scheduling tool, When the project manager changes the priority of that task, Then the change should be reflected in real-time on the task list of all affected team members within five seconds.
A project manager attempts to assign a task to a team member who is currently unavailable.
Given a team member is marked as unavailable in the scheduling tool, When the project manager tries to assign a task to that member, Then the system should prevent the assignment and display a message indicating the team member's unavailability.
The integrated task assignment system generates a weekly report of task assignments and completion rates for the project manager.
Given the project manager requests a weekly report, When the system compiles task assignments and completion data, Then the report should accurately reflect all tasks assigned, completed, and pending by each team member, available for download in a PDF format.
Advanced Performance Analytics
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User Story
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As a project manager, I want an analytics dashboard that provides insights into project performance so that I can identify areas for improvement and enhance future project planning.
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Description
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This requirement targets the development of an advanced analytics dashboard that collects and analyzes data from ongoing projects to deliver insights and performance metrics. This feature will help project managers assess the efficiency of resource utilization, task completion rates, and the overall health of the project. By leveraging data-driven insights, managers can identify trends and areas for improvement, enabling more strategic planning and adjustments in future projects.
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Acceptance Criteria
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As a project manager, I want to view a real-time analytics dashboard that aggregates performance data from all ongoing projects, so I can quickly assess project health and efficiency.
Given the project manager is on the analytics dashboard, when they select a specific project, then the dashboard displays the updated performance metrics including resource utilization, task completion rates, and overall project health indicators.
As a project manager, I want the advanced analytics dashboard to provide historical data comparisons, so I can understand performance trends over time.
Given the project manager is on the analytics dashboard, when they request historical data for the past three projects, then the dashboard shows a comparison in resource utilization and task completion rates for those projects.
As a project manager, I want to receive alerts for any significant deviations from the project timeline or resource utilization metrics, so I can take timely corrective actions.
Given the advanced analytics dashboard, when a project exceeds a defined threshold for resource utilization, then an alert notification is sent to the project manager's email and displays on the dashboard.
As a project manager, I want to filter the analytics display by different parameters, such as project phase or resource type, to gain focused insights tailored to specific needs.
Given the project manager is on the analytics dashboard, when they apply filters for project phase and resource type, then the dashboard updates to display metrics only relevant to the selected filters.
As a project manager, I want the analytics dashboard to generate and export performance reports, so I can share insights with stakeholders.
Given the project manager is on the analytics dashboard, when they click the 'Export Report' button, then a downloadable report is generated that includes all relevant performance metrics and insights.
As a project manager, I want the analytics dashboard to allow for customizable views and widgets, so I can prioritize information based on my project management style and needs.
Given the project manager is on the analytics dashboard, when they customize the layout and select specific widgets to display, then the dashboard updates to reflect these custom settings for future sessions.
Automated Resource Alerts
Customizable alerts that notify project managers of potential resource shortages or excesses as their project timelines progress, allowing for quicker decision-making and ensuring projects stay on track.
Requirements
Dynamic Alert Configuration
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User Story
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As a project manager, I want to configure alerts based on resource thresholds so that I can receive timely notifications and make informed decisions to keep the project on track.
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Description
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The Dynamic Alert Configuration requirement enables project managers to set customizable parameters for resource alerts, ensuring that notifications are tailored to specific project needs and timelines. By allowing users to define thresholds for resource usage (such as man-hours, materials, and equipment), this feature enhances proactive management of resources. This capability not only helps in identifying potential shortages or excesses but also empowers managers to adjust plans based on real-time data, minimizing delays and optimizing resource allocation throughout the project lifecycle.
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Acceptance Criteria
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Project manager configuring alerts for resource usage thresholds based on project timelines and expected resource allocation.
Given a project manager, when they access the Dynamic Alert Configuration settings and input custom parameters for resource usage, then the system should save these parameters and trigger alerts based on the defined usage thresholds.
Project manager receives an alert about a resource shortage as the project timeline progresses.
Given that resource usage has exceeded the defined threshold, when the alert is activated, then the project manager should receive a notification through the designated communication channel (e.g., email or in-app notification).
A project manager adjusts resource parameters after receiving an alert about potential excess resources.
Given that an alert is received indicating resource excess, when the project manager accesses the configuration and modifies the parameters accordingly, then the changes should be saved and reflected in the alert system for future notifications.
System functionality maintaining accurate historical data of alerts for review and analysis.
Given that multiple alerts have been triggered during a project, when the project manager accesses the alert history, then all past alerts should be displayed with relevant details (timestamp, resource type, threshold, and action taken).
A project manager tests the alert configuration to ensure correct notifications are sent when thresholds are breached.
Given a project manager sets up test parameters for resource alerts, when the set thresholds are breached during the testing phase, then the system should send test notifications to the project manager without any errors.
User documentation available for project managers on configuring and utilizing dynamic alerts.
Given the dynamic alert configuration feature is implemented, when project managers access the user documentation, then it should contain clear instructions, examples, and FAQs regarding setting up and managing resource alerts.
Real-Time Notification System
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User Story
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As a site supervisor, I want to receive instant notifications for resource alerts on my phone so that I can quickly address any issues and prevent delays in the project.
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Description
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The Real-Time Notification System requirement ensures that alerts about resource shortages or excesses are delivered instantly to project managers via multiple channels, including in-app notifications, email, and SMS. This feature promotes immediate awareness of critical resource issues, allowing project managers to respond swiftly and effectively. By integrating with existing communication tools, the notification system promotes seamless information flow within the project team and enhances collaborative decision-making, ultimately aiding in maintaining project schedules and budgets.
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Acceptance Criteria
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Real-time Notification for Resource Shortage Alert
Given that a project manager is monitoring resource usage, when the system detects a resource level falling below the defined threshold, then an in-app notification should be sent immediately and an email alert should also be dispatched within one minute.
Real-time Notification for Resource Excess Alert
Given that a project manager is overseeing resource allocation, when the system identifies that resource levels exceed the predefined limits, then an SMS alert should be sent to the project manager within 30 seconds and the alert should also appear in the app dashboard.
Integration Testing with Communication Tools
Given the integration of ClariCon with external communication tools, when a resource alert is triggered, then the alert must also be successfully logged in the integrated tools (e.g., Slack, Microsoft Teams) within one minute of the original alert transmission.
User Customization of Alert Preferences
Given that a project manager wishes to customize alert preferences, when the user updates their notification settings in the application, then the new settings should be saved and reflected in the next alert triggered for the user.
Alert History Accessibility
Given that a project manager needs to review past alerts, when they navigate to the alert history section of the application, then all alerts from the last 30 days should be displayed with timestamps and the resource details associated with each alert.
System Performance during High Alert Volume
Given a scenario where multiple resource alerts are triggered simultaneously, when the system processes these alerts, then all alerts should be delivered without delays, and the application response time should not exceed 3 seconds for any user action.
Feedback Mechanism for Alert Effectiveness
Given an alert has been sent to a project manager regarding a resource issue, when the project manager acknowledges the alert in the app, then the system should log this acknowledgment and prompt the user for feedback on the alert's effectiveness.
Historical Data Analysis
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User Story
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As a project manager, I want to analyze past resource alerts so that I can improve my resource planning for future projects and minimize the impact of shortages and excesses.
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Description
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The Historical Data Analysis requirement provides project managers with insights based on past project data regarding resource usage patterns and alert frequency. By analyzing historical data, this feature enables managers to refine their alert settings and make data-driven decisions, resulting in more effective resource management. The insights help in identifying recurring issues and empowering project managers to establish more accurate resource forecasts for future projects, thereby reducing reliance on subjective judgment and enhancing overall planning.
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Acceptance Criteria
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Project Manager requests historical data insights to evaluate past resource usage patterns for a construction project.
Given the project manager is on the Historical Data Analysis page, when they request insights on past projects, then the application should return a detailed analysis of resource usage patterns, including alert frequencies and resource shortages or excesses over previous timelines.
A project manager applies historical data insights to set new alert thresholds for resource shortages.
Given the project manager has accessed historical insights, when they adjust the alert settings based on previous data analysis, then the system should save the new alert thresholds and display a confirmation message indicating successful implementation.
Project Manager reviews the effectiveness of the newly set alerts after a project phase is completed.
Given the project manager are tracking a project with new alert settings, when the project reaches the completion of a phase, then they should receive an overview report showing the number of alerts triggered and the subsequent actions taken to manage resources effectively.
A project manager identifies recurring issues related to resource shortages using historical data analysis.
Given the project manager has access to historical data analysis, when they review the insights, then they should be able to identify at least three recurring resource issues and suggested actionable strategies to mitigate them in future projects.
The system compiles historical data and presents trends over time regarding resource management.
Given the project manager selects a time period for analysis, when they view the historical data trends, then the system should display a visual representation of resource allocation and alert data over the selected period, making it easy to identify patterns.
Project manager utilizes historical data to forecast resource requirements for an upcoming project.
Given the project manager is planning for a new project, when they analyze historical data for similar projects, then the system should provide recommendations for resource needs based on past usage metrics and alert responses.
User Role-Based Alerts
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User Story
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As a team member, I want to receive alerts that are specifically related to my tasks so that I can focus on my work without being distracted by irrelevant notifications.
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Description
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The User Role-Based Alerts requirement allows different project stakeholders (project managers, site supervisors, and team members) to receive alerts based on their roles and responsibilities. This feature ensures that each user receives relevant notifications that pertain to their specific tasks, preventing information overload and ensuring that critical alerts are promptly addressed by the appropriate individuals. By customizing alerts according to roles, ClariCon enhances team collaboration and accountability.
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Acceptance Criteria
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Project managers receive alerts when their assigned resources are projected to be less than 20% available for the next two weeks, ensuring proactive management of resource allocation.
Given a project manager has resources assigned, when the availability of any assigned resource drops below 20% in the next two weeks, then the project manager should receive an alert notification on their dashboard and via email.
Site supervisors get notifications when specific tasks assigned to their team members are nearing their due dates, allowing them to follow up and ensure timely completions.
Given a site supervisor has visibility into tasks, when any task assigned to team members is within 48 hours of its due date, then the site supervisor should receive a reminder alert via the ClariCon app and SMS.
Team members receive alerts for changes in task assignments or critical updates to tasks, enabling them to stay informed about their duties.
Given that a task is assigned to a team member, when there is a change in assignment or a critical update related to that task, then the assigned team member should receive an instant notification on the mobile app and an email alert.
Project managers can customize their alert settings based on resource availability levels, ensuring they only receive notifications relevant to their specific needs.
Given a project manager is setting up alerts, when they specify resource availability thresholds (e.g., 10%, 20%), then the system should only trigger alerts when actual availability falls below these customized thresholds.
All user roles receive a summary of alerts once a week, providing an overview of critical notifications without overwhelming users daily.
Given a user role has different alert types coming in, when the end of the week arrives, then the system should generate and send a summary of alerts via email that consolidates all critical notifications for that week.
Project managers can filter alerts based on the project phase, allowing them to focus on relevant notifications pertinent to their current objectives.
Given the project manager is viewing alerts, when they apply a filter for a specific project phase (e.g., planning, execution), then the system should display only the alerts that pertain to that selected phase.
Alert Effectiveness Reporting
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User Story
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As a project manager, I want to review reports on resource alert effectiveness so that I can understand how well the alert system is supporting project goals and make necessary adjustments.
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Description
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The Alert Effectiveness Reporting requirement provides project managers with metrics and reports on the effectiveness of the resource alerts over time. By tracking the response times, issues resolved, and project outcomes related to alerts, this feature allows managers to evaluate the value of the alert system. By providing concrete data on how alerts impact project performance, this requirement assists in identifying areas for improvement and promoting best practices, ultimately leading to more successful project management strategies.
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Acceptance Criteria
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Alert Effectiveness Reporting allows project managers to access historical data on resource alert responses after a project is completed.
Given a completed project, when the project manager accesses the Alert Effectiveness Reporting dashboard, then it should display a comprehensive report of all resource alerts and their outcomes during the project timeline.
Project managers set custom thresholds for resource alerts based on specific project metrics.
Given a specific resource (e.g., labor, materials), when project managers configure alert thresholds, then the system should successfully save these thresholds and trigger alerts when resource levels deviate from this threshold.
Project managers review reports on response times to alerts sent during active projects.
Given that resource alerts are triggered during a project, when the project manager accesses the response time report, then it should show average response times categorized by alert type and importance level.
The system uses trending data to suggest improvements based on alert outcomes over time.
Given that alerts have been successfully tracked for multiple projects, when the project manager accesses the improvement suggestions report, then it should provide actionable insights based on historical alert effectiveness data.
Project managers view the impact of alerts on project timelines and outcomes.
Given ongoing projects with active resource alerts, when the project manager generates an effectiveness report, then the report should clearly show correlations between resource alert responses and any changes in project timelines or milestones achieved.
The reporting tool integrates seamlessly with existing project management tools.
Given a linked project management tool, when the project manager invokes the alert effectiveness report, then the system should pull relevant data from both the alert system and the project management tool without errors or data loss.
Cross-Project Resource Sharing
Facilitates the ability to share resources across multiple projects seamlessly. This feature enables project teams to collaborate efficiently, pooling resources where needed to avoid bottlenecks and optimize overall productivity.
Requirements
Resource Allocation Dashboard
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User Story
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As a project manager, I want to view the allocation of resources across all my projects so that I can ensure optimal utilization and avoid resource shortages or conflicts.
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Description
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The Resource Allocation Dashboard provides a visual interface for project managers to view and manage resources shared across all projects. It allows users to see resource availability, allocation, and utilization in real time, ensuring efficient use across multiple projects. This integration reduces conflicts in resource assignments and improves the decision-making process by offering actionable insights into resource distribution, ultimately enhancing overall productivity and minimizing bottlenecks.
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Acceptance Criteria
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Viewing Resource Availability in the Dashboard
Given that the project manager is logged into ClariCon, when they navigate to the Resource Allocation Dashboard, then they should see an up-to-date visual representation of resource availability across all projects with detailed status indicators for each resource.
Allocating Resources to a Project
Given that the project manager is on the Resource Allocation Dashboard, when they select a resource and assign it to a specific project, then the resource should be removed from the available pool and reflected immediately in both the dashboard and the respective project’s resource allocation.
Tracking Resource Utilization Trends
Given that the project manager is viewing the Resource Allocation Dashboard, when they look at the utilization metrics over a specified time period, then they should see graphical trends that illustrate resource utilization rates, allowing them to identify over or under-utilization patterns.
Generating Resource Conflict Alerts
Given that multiple projects are competing for the same resource, when the project manager views the dashboard, then they should receive real-time alerts notifying them of potential conflicts in resource allocation before finalizing any assignments.
Filtering Resources by Availability Status
Given that the project manager is on the Resource Allocation Dashboard, when they apply filters to view resources based on their availability status (available, allocated, underutilized), then the dashboard should refresh to show only the resources that meet the selected filter criteria.
Exporting Resource Data for Reporting
Given that the project manager is on the Resource Allocation Dashboard, when they select the option to export resource data, then they should receive a downloadable report in a designated format (e.g., CSV, PDF) containing all relevant resource allocation information for further analysis.
Integrating with Third-Party Tools
Given that the project manager is using the Resource Allocation Dashboard, when they initiate a data synchronization process with a third-party project management tool, then the dashboard should successfully update with the latest resource allocation data from that tool without any errors.
Cross-Project Chat Functionality
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User Story
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As a site supervisor, I want to communicate with team members across projects so that I can efficiently coordinate resource sharing and resolve issues proactively.
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Description
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The Cross-Project Chat Functionality enables real-time communication among team members working on different projects but sharing resources. This feature enhances collaboration by allowing users to quickly discuss resource allocation, address bottlenecks, and coordinate tasks without switching between platforms. Integrating chat directly into the ClariCon interface promotes teamwork and keeps everyone informed, leading to a more agile response to project changes.
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Acceptance Criteria
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Real-time communication among team members across different projects sharing resources.
Given a user is logged into ClariCon, when they initiate a chat with a team member from another project, then the chat window opens displaying an active conversation area without any performance lag.
Coordination of resource allocation discussions without switching platforms.
Given a user is on the project dashboard, when they click on the cross-project chat button, then the chat interface should integrate smoothly within the current dashboard without redirecting the user to a different page.
Notifications for new messages in the cross-project chat.
Given a user has the chat open, when a new message is received from any project team member, then a notification should appear in real-time without requiring the user to refresh their screen.
Accessing chat history for resource discussions.
Given a user is in the cross-project chat interface, when they search for a specific keyword related to resource allocation, then the previous messages containing that keyword should be displayed in the chat history.
Ensuring the chat functionality works seamlessly across different devices (desktop, tablet, mobile).
Given a user initiates a chat on one device, when they switch to another device, then the chat should be available and synced in real-time across both devices without data loss.
User permissions for cross-project communication.
Given an admin has set user permissions, when a user attempts to chat with a member from a different project without permission, then they should receive an appropriate error message indicating access is denied.
Ease of integrating the chat feature into existing workflows.
Given a team member is working on a task in ClariCon, when they encounter a bottleneck, then they should be able to access the chat feature with no more than two clicks from their current task screen.
Resource Request Workflow
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User Story
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As a project team member, I want to submit resource requests and track their status so that I can ensure I have what I need when I need it, without delays.
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Description
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The Resource Request Workflow allows team members to submit requests for resources needed for their projects. This feature streamlines the process of requesting shared resources, automating approvals and providing a clear tracking system for requests. With this workflow, transparency is increased, as all requests and their statuses are visible to relevant stakeholders, helping teams prioritize and allocate resources effectively based on urgency and project needs.
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Acceptance Criteria
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Resource Request Submission by Team Member
Given a team member has identified the need for additional resources for their project, when they access the Resource Request Workflow, then they should be able to submit a request that includes resource type, quantity, and justification that is saved to the system.
Approval Process for Resource Requests
Given a submitted resource request by a team member, when the request is reviewed by a manager, then the manager must be able to approve or deny the request within the system and provide notes for their decision.
Tracking Resource Request Status
Given multiple resource requests submitted by different team members, when a stakeholder accesses the tracking system, then they should see an updated list of all requests with their current statuses: Pending, Approved, or Denied.
Notifications for Resource Request Changes
Given a resource request has been updated (approved or denied), when the status of the request changes, then the respective team member who submitted the request should receive a notification through the platform.
Reporting on Resource Allocations Across Projects
Given resource requests submitted and processed within the system, when a project manager generates a report, then they should see a comprehensive view of all resource allocations, denials, and their respective projects displayed clearly.
Integrating Resource Requests with Project Timelines
Given approved resource requests, when project timelines are updated, then the system must reflect the resources linked to specific project stages and their availability in real-time.
User Feedback on Resource Request Workflow
Given the Resource Request Workflow is in use, when team members provide feedback through the designated feedback mechanism, then the insights should be collected and summarized for future improvements.
Resource Utilization Reports
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User Story
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As a project manager, I want to access utilization reports so that I can make informed decisions on reallocating resources to maximize efficiency and reduce costs.
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Description
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The Resource Utilization Reports feature generates comprehensive reports that analyze the usage of shared resources across projects. These reports provide data on resource efficiency, identify underutilized resources, and highlight potential areas for improvement. By leveraging data analytics, project managers can make informed decisions on resource allocation and long-term planning, ensuring optimal resource distribution and minimizing waste across projects.
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Acceptance Criteria
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Resource Utilization Reports for Project Analysis
Given multiple projects utilizing shared resources, when a project manager accesses the Resource Utilization Reports, then the report must show a comprehensive analysis of resource allocation across all projects, with metrics on usage rates and efficiency metrics for each resource.
Identification of Underutilized Resources
Given Resource Utilization Reports have been generated, when the project manager reviews the report, then the report must clearly highlight resources that are identified as underutilized with specific utilization percentages and recommendations for optimal allocation.
Integration with Historical Data
Given the system has historical resource allocation data, when generating Resource Utilization Reports, then the report must compare current resource utilization against historical data, displaying trends over time for each resource.
User-Friendly Report Generation
Given a project manager wants to generate a Resource Utilization Report, when they initiate the report generation process, then the system must allow for report customizations and should complete the report generation within 5 minutes.
Data Export Functionality
Given the Resource Utilization Report is displayed on the screen, when the project manager selects the export option, then the system must successfully export the report in both PDF and Excel formats without loss of data.
Real-Time Resource Tracking
Given that resources are shared across multiple projects, when the Resource Utilization Reports are accessed, then they must include real-time tracking indicators showing current resource allocations in progress.
Alerts for Resource Conflicts
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User Story
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As a project manager, I want to receive alerts when resource conflicts arise so that I can address them proactively and avoid any project delays.
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Description
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The Alerts for Resource Conflicts feature monitors resource assignments across projects and sends notifications when potential conflicts arise. This proactive approach alerts project managers and team members about overlapping resource requests, enabling teams to resolve conflicts before they impact project timelines and deliverables. This feature aims to enhance coordination and minimize disruptions in project execution.
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Acceptance Criteria
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Notification System for Resource Conflicts Triggered by Overlapping Assignments
Given a user has assigned a resource to multiple tasks across different projects, when the resource conflict threshold (overlap) is met, then an alert notification should be sent to the user and project managers via email and in-app message.
Display of Conflict Statistics in Project Dashboard
Given a project manager accesses the project dashboard, when there are resource conflicts detected, then a summary of all conflicts, including resource names, affected projects, and conflict details, should be displayed prominently on the dashboard.
Real-Time Updates on Resource Availability
Given a user is viewing the resource allocation page, when a resource is assigned or released in any project, then the availability status of that resource should update in real-time across all projects for all users.
Automatic Resolution Suggestions for Resource Conflicts
Given a project manager receives a notification of a resource conflict, when they click on the notification, then a list of automatic suggestions for reassigning the resource should be presented, prioritizing the least disruptive options.
User Customization for Alert Settings
Given a user is in the alert settings page, when they opt to customize alerts for resource conflicts, then the user should be able to choose the frequency of notifications and the preferred communication methods (email or in-app notifications).
Conflict Alert History Log
Given a project manager accesses the resource conflict section, when they review historical data, then they should see a log of past resource conflict alerts including timestamps, the nature of the conflict, and how it was resolved.
Skill Matching Algorithm
An intelligent algorithm that matches project requirements with available workforce skills. This ensures that the right people are assigned to the right tasks, improving productivity and quality of work, while also enhancing employee satisfaction.
Requirements
Dynamic Skill Assessment
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User Story
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As a project manager, I want to assess my team's skills dynamically so that I can make informed decisions about task assignments and improve project outcomes.
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Description
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The Dynamic Skill Assessment requirement will facilitate the ongoing evaluation of workforce skills in real-time. This feature will allow project managers to assess employees' qualifications and competencies through automated evaluations and feedback on their task performances. It is essential for ensuring that the Skill Matching Algorithm has the most relevant and updated information about workforce capabilities, thereby improving the accuracy of task assignments. This requirement enhances the product by integrating skill assessments into the existing framework, ensuring optimal task allocation that aligns with both project needs and employee strengths, ultimately leading to enhanced productivity and satisfaction.
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Acceptance Criteria
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Project managers can utilize the Dynamic Skill Assessment to evaluate an employee's skillset during a weekly project meeting, assessing real-time performance data on completed tasks.
Given a project manager accessing the Dynamic Skill Assessment dashboard, when they review the performance data for an employee, then the system should display a detailed skills report with up-to-date qualifications and competencies evaluated within the last week.
Site supervisors can trigger immediate skill evaluations after task completion to gather feedback on employee performance and update skill ratings accordingly.
Given a site supervisor marks a task as completed, when they trigger the Dynamic Skill Assessment evaluation, then the system should automatically assess the employee's performance and update their skill ratings in real-time.
The Skill Matching Algorithm utilizes the updated skill data from the Dynamic Skill Assessment to improve task assignments in an ongoing project.
Given the Skill Matching Algorithm is running, when new skill assessments are completed for employees, then the system should reflect the updated skill levels in task assignments within one hour of assessment completion.
Employees receive notifications about their skill assessments and the results immediately after evaluations are performed, fostering transparency and continuous improvement.
Given a skill assessment has been evaluated, when the assessment results are compiled, then the system should send an automated notification to the respective employee detailing their performance and skill rating changes.
Project managers can generate a report summarizing the overall skill improvements of their team over a specified period, facilitating better resource allocation for future projects.
Given a project manager requests a skills improvement report for their team, when the report is generated, then it should detail individual and team skill changes, competencies gained, and be customizable for different timeframes.
Real-time feedback from the Dynamic Skill Assessment can be utilized during project reviews to drive decisions on employee development paths and training needs.
Given a project review meeting is in progress, when the Dynamic Skill Assessment results are presented, then they should provide actionable insights linked to employee training needs and potential roles suited to their skills.
Project Requirement Profiling
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User Story
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As a site supervisor, I want to define clear profiles for each project role so that I can ensure the right skills are matched to the right tasks effectively.
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Description
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Project Requirement Profiling is crucial for defining and documenting the specific skills and qualifications needed for each task in a project. This requirement will aid in creating detailed profiles for various project roles, specifying both the mandatory and preferred qualifications. Integrating this feature will assist the Skill Matching Algorithm in accurately identifying suitable candidates for roles, thus enhancing project efficiency and increasing the likelihood of task success. The comprehensive documentation will serve as a reference for future projects to streamline the skill matching process further, saving time and aligning workforce capabilities with project needs.
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Acceptance Criteria
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Profile Creation for Skilled Roles
Given a project with defined tasks, when a project manager creates a new role profile, then the system should allow the input of both mandatory and preferred qualifications, returning a success message upon completion.
Qualification Validation Process
Given a role profile with defined qualifications, when a project manager submits a request to validate a candidate's qualifications, then the system should return a qualified status if the candidate meets all mandatory qualifications.
Integration with Skill Matching Algorithm
Given a complete project requirement profile, when the Skill Matching Algorithm is initiated, then it should successfully match candidates to roles based on specified criteria and provide a report of matched candidates.
Historical Profile Reference Utility
Given existing project profiles, when a project manager accesses the historical profiles repository, then the system should display all relevant historical role profiles to assist in current project planning.
User Interface for Skill Profiling
Given a user navigates to the skill profiling section, when they interact with the user interface, then it should be intuitive, enabling easy input and modification of qualification details without errors.
Exporting Role Profiles to HR System
Given completed role profiles, when a project manager opts to export profiles, then the system should provide an export function that successfully transfers data to the HR system in a standard format.
User Feedback Loop
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User Story
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As an employee, I want to provide feedback on my task assignments so that the Skill Matching Algorithm can improve and I can work on tasks that align with my skills and preferences.
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Description
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The User Feedback Loop requirement will enable team members to provide feedback on task assignments and matches made by the Skill Matching Algorithm. By incorporating end-user experiences and satisfaction ratings, this feature will create a feedback mechanism that helps refine the skill matching process over time. This iterative approach allows for continuous improvement of the algorithm based on real-world effectiveness, enhancing employee satisfaction and project outcomes. The system will analyze feedback to identify patterns and areas needing adjustments, ensuring that skill matching remains relevant and effective for future projects.
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Acceptance Criteria
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User feedback is provided on task assignments within the ClariCon application after a project phase has been completed.
Given a project phase is completed, when the user accesses the feedback module, then the user should be able to submit feedback on the task assignments and match made by the Skill Matching Algorithm with a rating from 1 to 5.
System analyzes user feedback and generates a report on the effectiveness of task assignments and matches.
Given multiple feedback submissions have been collected, when the admin requests a feedback report, then the system should analyze the ratings and provide a summary report highlighting patterns and areas for improvement in skill matching.
Team members receive notification prompts to provide feedback after completing assigned tasks.
Given a task is marked as complete, when the designated feedback prompt triggers, then the team member should receive a notification to provide their feedback about the task assignment and the matching process.
Performance of the Skill Matching Algorithm is evaluated against user satisfaction ratings over a defined period.
Given a specified time frame is set, when the period elapses, then the system should calculate the correlation between user satisfaction ratings and project completion success to evaluate the algorithm's effectiveness.
The user interface allows users to easily provide feedback with an intuitive feedback form.
Given a user wants to provide feedback, when they navigate to the feedback section, then the feedback form should be easy to locate, user-friendly, and allow for comments in addition to the rating system.
Feedback submissions are tracked and categorized for future reference and analysis.
Given a feedback submission is made, when the feedback is recorded, then it should be categorized appropriately based on the task assignment and matched skill set for easier reporting and analysis.
Integration with Training Programs
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User Story
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As a project manager, I want to see my team’s ongoing training schedules so that I can assign tasks that maximize their current skills and future growth.
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Description
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The Integration with Training Programs requirement aims to connect the Skill Matching Algorithm with employee training databases and upcoming learning modules. This feature will ensure that project managers are aware of employees' ongoing training and skill development efforts, allowing them to make better-informed decisions regarding task assignments. By understanding the development paths of each employee, the algorithm can factor in not only current skills but also emerging competencies, thus optimizing workforce deployment for present and future projects. This integration is vital for promoting employee growth while meeting project demands efficiently, fostering a culture of continuous learning.
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Acceptance Criteria
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Project managers access the Skill Matching Algorithm, which integrates with their employee training databases, to view available training slots and upcoming learning modules for team members before assigning tasks for a new project.
Given that a project manager is logged into ClariCon, when they click on the Skill Matching Algorithm, then they should see a list of employees with their current skills, ongoing training, and scheduled learning modules.
An HR administrator updates the training database with new skills and training programs, allowing project managers to view this information through the Skill Matching Algorithm.
Given that an HR administrator adds new training data to the training database, when a project manager refreshes the Skill Matching Algorithm, then the new training data should appear in the employee profiles without any delay.
As project requirements change, the Skill Matching Algorithm adjusts employee assignment suggestions based on updated skills and training statuses.
Given a project manager inputs new project requirements into ClariCon, when they run the Skill Matching Algorithm, then the suggested employee assignments should reflect the most updated skills and training opportunities available.
Employees can view the correlation between their completed training modules and the skills listed in their profiles to understand how their learning paths align with project needs.
Given an employee logs into their ClariCon account, when they navigate to their training and skills section, then they should see a clear correlation between their completed training and their updated skill set.
Project managers receive notifications about employee training completions that may affect project task assignments.
Given an employee completes a training module, when the completion is recorded in the training database, then project managers should receive a notification via ClariCon about the skill update for that employee.
Project managers can generate reports on workforce skills and training progress to inform future project planning.
Given that a project manager requests a skills report, when they navigate to the reporting section in ClariCon and specify their parameters, then the system should generate a comprehensive report that includes employee skills, upcoming training, and completed training modules.
The Skill Matching Algorithm optimizes future task assignments based on historical training data, ensuring continuous improvement in workforce allocation.
Given a project manager reviews past project outcomes in ClariCon, when they analyze task assignments based on employee training data, then the Skill Matching Algorithm should provide insights and recommendations for optimizing future task assignments.
Skill Utilization Analytics
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User Story
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As a project manager, I want to analyze skill utilization across projects so that I can optimize future task assignments and improve project outcomes.
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Description
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The Skill Utilization Analytics requirement will track and report the effectiveness of skill matching across different projects. This monitoring feature will analyze data regarding task performance, completion rates, and overall project outcomes tied to skill assignments. The insights gained from the analytics will help project managers understand which skills are most effective in various scenarios, enabling adjustments to the skill matching process, training opportunities, and team compositions for future initiatives. By leveraging this data-driven approach, ClariCon can continuously evolve its skill matching capabilities to ensure the highest productivity levels across projects.
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Acceptance Criteria
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Skill Utilization Analytics provides project managers with a report on task performance and completion rates for a specific project after skill assignments have been made.
Given a completed project with data on assigned skills, when the project manager accesses the Skill Utilization Analytics report, then the report should display task performance and completion rates for each skill category utilized.
The Skill Utilization Analytics demonstrates its ability to highlight the most effective skills for project completion over a defined time period.
Given a specified time frame, when project managers view the analytics dashboard, then the system should list the top three skills that contributed to the best project outcomes based on completion rates and feedback scores.
Project managers can adjust skill assignments based on insights gained from the Skill Utilization Analytics to improve future project outcomes.
Given a project that has utilized the Skill Utilization Analytics, when the project manager adjusts skill assignments for an ongoing project based on the insights, then the system should reflect these changes and provide updated recommendations for skill utilization.
Skill Utilization Analytics enables users to generate custom reports based on selected parameters such as date range, project type, and skill sets.
Given the reporting function of Skill Utilization Analytics, when a project manager selects specific parameters and generates a report, then the report should accurately reflect data that matches the chosen filters and criteria.
The Skill Utilization Analytics tool sends notifications to project managers when significant discrepancies occur between expected and actual task completion rates based on skill assignments.
Given a project in progress, when the actual completion rate drops below the threshold set for expected completion rates for skills, then the system should automatically send a notification to the project manager alerting them to the discrepancy.
The Skill Utilization Analytics offers visualizations that help project managers easily understand skill performance across different tasks and projects.
Given a set of data regarding skill assignments and project outcomes, when a project manager views the analytics dashboard, then it should display visualizations such as graphs and charts that clearly illustrate skill performance and effectiveness.
Skill Utilization Analytics supports user feedback collection about the effectiveness of the matched skills after project completion.
Given a completed project, when the user submits feedback regarding the effectiveness of the skills assigned, then the system should collect and store this feedback for further analysis in future skill matching processes.
Interactive What-If Scenarios
Allows users to simulate different project scenarios by adjusting variables such as labor, materials, and timelines. This feature empowers project managers to make informed decisions by visualizing the potential impact of their resource allocations before making changes.
Requirements
Dynamic Variable Adjustment
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User Story
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As a project manager, I want to adjust the variables in the simulation so that I can see how changes will impact the project timeline and resource allocation before implementing them in real life.
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Description
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This requirement involves allowing users to adjust various project parameters such as labor hours, material quantities, and timelines dynamically within the Interactive What-If Scenarios feature. By integrating real-time input controls, users can instantly visualize how changes in these parameters affect project outcomes, resource allocations, and deadlines. This will empower project managers to test different scenarios without committing to changes, fostering a data-driven decision-making environment. It enhances usability by providing a user-friendly interface that responds in real-time, ultimately leading to better project planning and execution.
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Acceptance Criteria
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Dynamic Adjustment of Labor Hours
Given the user is on the Interactive What-If Scenarios page, when the user adjusts the labor hours, then the project timeline should update in real-time to reflect the new completion date based on the specified labor rates and availability.
Real-Time Feedback on Material Quantities
Given the user inputs different material quantities in the Interactive What-If Scenarios, when the user submits the quantities, then the system should provide instant feedback on cost implications and available resources.
Visual Representation of Timeline Adjustments
Given the user modifies timelines for different tasks within the scenario, when the user applies these changes, then the visual timeline graphic should update to show the adjusted task durations and dependencies immediately.
Testing Multiple Scenarios
Given the user has adjusted parameters for one scenario, when the user saves these settings and creates a new scenario, then the system should allow the user to compare the outcomes of both scenarios without losing the first scenario's data.
Error Handling for Invalid Inputs
Given the user inputs invalid data for labor hours or material quantities, when the user attempts to simulate the scenario, then the system should display an error message indicating which inputs are invalid and provide corrective suggestions.
User-Friendly Interface for Adjustments
Given the user is on the adjustment interface, when the user interacts with the adjustment sliders for each parameter, then the interface should respond fluidly, reflecting changes without lag or delay.
Save and Load Scenarios Features
Given the user creates a custom What-If Scenario, when the user opts to save the scenario, then the system should allow the user to load this scenario in future sessions without data loss.
Scenario Comparison Tool
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User Story
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As a project manager, I want to compare different project scenarios side-by-side so that I can easily identify the most efficient approach before making any decisions.
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Description
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This requirement outlines the development of a tool that enables users to compare multiple scenarios side-by-side within the Interactive What-If Scenarios feature. Users will be able to save different configurations and view them in a comparative format, allowing for quick assessments of the best options for timelines, costs, and resource allocations. This will help project managers make informed decisions based on clear visual data, improving overall project efficiency by identifying the most beneficial approaches. This comparison tool will be integral to maximize the effectiveness of the What-If analysis.
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Acceptance Criteria
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As a project manager, I want to use the Scenario Comparison Tool to view multiple project configurations side-by-side, so that I can quickly assess which resource allocation produces the best outcomes for my project.
Given that multiple scenarios have been created and saved, when I access the Scenario Comparison Tool, then I should be able to view all selected scenarios in a side-by-side format for easy comparison.
As a project manager, after creating a new scenario in the Scenario Comparison Tool, I want to ensure that I can save that scenario and access it later to compare it with other scenarios.
Given that a new scenario has been created, when I click the save button, then the scenario should be saved successfully and appear in the list of saved scenarios.
As a project manager, I want to be able to delete unwanted scenarios from the Scenario Comparison Tool to keep my workspace organized and focused on relevant data.
Given that I have multiple saved scenarios, when I select a scenario and click the delete button, then the scenario should be removed from my saved scenarios list without affecting other scenarios.
As a project manager, I want the Scenario Comparison Tool to visually highlight differences in cost and timelines between scenarios, allowing me to make more effective decisions.
Given that I have selected multiple scenarios for comparison, when I view the comparison, then the tool should visually highlight any significant differences in costs and timelines using color coding or icons.
As a project manager, I want to ensure that the Scenario Comparison Tool responds quickly to my actions, providing a seamless user experience when switching between scenarios.
Given that I switch between different scenarios in the Comparison Tool, when I perform the switch, then the new data should load within two seconds to maintain workflow efficiency.
As a project manager, I want to be able to compare scenarios that have different configurations of labor and materials so that I can make informed decisions based on resource allocation impact.
Given that I have scenarios with varied labor and material configurations, when I access the comparison view, then I should be able to evaluate their performance metrics clearly and distinctly.
As a project manager, I want the Scenario Comparison Tool to provide a summary report of the comparison results, presenting key takeaways to aid in decision-making.
Given that I have compared multiple scenarios, when I request a summary report, then the tool should generate a concise report outlining the most relevant comparisons in costs, timelines, and resource allocations.
Visual Impact Feedback
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User Story
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As a project manager, I want to see visual feedback on how my adjustments impact the project's budget and timeline so that I can present justified decisions to stakeholders.
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Description
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This requirement describes the implementation of a visual representation that highlights the potential impacts of adjusted variables within the Interactive What-If Scenarios. Users will receive immediate graphical feedback, such as charts and graphs, that illustrate projected changes in budget, scheduling, and resource utilization. This visual feedback will enhance user understanding and insight into the effects of their decisions, making it easier for project managers to communicate their plans and rationales to stakeholders. Integrating this feedback system is crucial for ensuring that users grasp the implications of their adjustments effectively.
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Acceptance Criteria
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User accesses the Interactive What-If Scenarios feature to evaluate the impact of increasing labor hours on the project timeline.
Given the user adjusts the labor hours variable, When the adjustment is confirmed, Then the visual representation updates to show the impact on project completion date in real-time.
Project manager simulates a reduction in material costs to analyze its effect on the overall project budget.
Given the user modifies the material cost variable, When they apply the changes, Then the visual feedback displays a new budget chart reflecting the updated costs within 5 seconds.
Site supervisor examines the implications of shifting deadlines on resource allocation during the project planning phase.
Given the user adjusts project deadlines, When the changes are saved, Then a graphical representation of resource allocation updates instantaneously to highlight the new resource utilization data.
User wants to project the outcome of varying multiple input variables including labor, materials, and timelines simultaneously.
Given the user adjusts multiple scenario variables, When they retrieve the visual impact feedback, Then the system displays a comprehensive overview chart that highlights changes for each variable within a unified view.
Project manager needs to communicate the potential effects of proposed changes to stakeholders using visual aids.
Given the project manager generates a visual impact report, When the report is created, Then the report includes clear charts and graphs that effectively illustrate changes in budget, scheduling, and resource allocation for presentation.
User encounters an error in visual feedback displaying incorrect data based on input variables.
Given the user inputs values that should logically produce a specific output, When they request the visual feedback, Then the output should match expected results within allowable margins of error, or an error message should be displayed if inputs are invalid.
Export Scenario Reports
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User Story
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As a project manager, I want to export my scenario analyses so that I can share them with my team and stakeholders for better collaboration and documentation.
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Description
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This requirement outlines the functionality for users to export detailed reports of their What-If scenarios into formats like PDF or Excel. This feature will allow project managers to document and share their analyses with team members or stakeholders. The reports will include a summary of the scenario adjustments made, projected outcomes, and any visual data representations that support decision-making. This capability is essential for maintaining clear communication and documentation of project strategies, ensuring all team members are aligned with the decisions made.
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Acceptance Criteria
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Exporting a report for a What-If scenario after adjusting variables such as labor, materials, and timelines to visualize the impact of these adjustments on the project outcomes.
Given a completed What-If scenario, when the user selects the 'Export Report' option, then a dialogue box appears allowing the user to choose the format (PDF or Excel) for export.
Ensuring the exported report accurately reflects all adjustments made in the What-If scenario with summary details included.
Given the report is exported, when the user opens the exported file, then the report contains a summary of adjustments made, including changes to labor hours, material costs, and timelines.
The ability to include visual data representations such as charts or graphs in the exported report for better comprehension.
Given the visual data representations were included in the What-If scenario, when the report is exported, then the visual representations are included in the exported document in the corresponding sections.
Export functionality's performance under different project sizes to ensure efficiency regardless of the amount of data processed.
Given a large-scale project scenario with extensive configurations, when the export report function is initiated, then the report is generated within 5 seconds and does not lead to application errors or crashes.
Ensuring that reports can be easily shared with team members via email or project management tools after export.
Given the report is successfully exported, when the user chooses the 'Share' option, then the report can be sent via email or shared directly through integrated project management tools without errors.
Providing an option for users to add comments or notes to the exported reports for additional context.
Given the user has made observations during the What-If scenario process, when exporting the report, then the user has an option to include comments or notes that are attached to the report in the specified format.
Capability to generate reports without requiring extensive training or technical knowledge from users.
Given the user is not technically savvy, when they follow the simple step-by-step instructions for report export, then they successfully generate the report without needing assistance.
User Access Management
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User Story
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As a site supervisor, I want to have access to view existing scenarios but not edit them, so that I can provide support without compromising project integrity.
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Description
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This requirement involves implementing role-based access control for the Interactive What-If Scenarios feature. Different user roles such as project managers, site supervisors, and team members will have varying levels of access to create, modify, and view scenarios. This ensures that sensitive project adjustments are safeguarded while promoting collaboration among team members. Proper management of user access is crucial for maintaining security within the platform, enabling effective teamwork while ensuring accountability and traceability of changes made.
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Acceptance Criteria
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As a project manager, I need to create a new what-if scenario that adjusts labor resources to analyze the effect on the project timeline.
Given I am logged in as a project manager, when I create a new what-if scenario, then I can adjust labor resources and save the scenario successfully.
As a site supervisor, I need to modify an existing what-if scenario to reflect the new material requirements for the project.
Given I am logged in as a site supervisor, when I select an existing scenario and change the material allocation, then I can successfully update and save the scenario.
As a team member, I need to view what-if scenarios created by the project manager without being able to edit them.
Given I am logged in as a team member, when I access the scenarios page, then I see all scenarios created by the project manager but cannot modify any of them.
As a project manager, I want to delete a no longer needed what-if scenario to keep my list organized.
Given I am logged in as a project manager, when I select a scenario and choose to delete it, then the scenario is permanently removed from the system with a confirmation message.
As a user with admin rights, I want to ensure that only authorized users can access and create what-if scenarios based on their roles.
Given I am logged in as an admin, when I review user roles, then I can assign and restrict access to the create and modify functionalities of what-if scenarios accurately based on roles.
As a project manager, I need to audit the changes made to what-if scenarios by tracking the user who made the modifications.
Given I am logged in as a project manager, when I view the activity log for a what-if scenario, then I see a record of all changes made, including user details and timestamps.
Integration with Existing Tools
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User Story
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As a project manager, I want to integrate my existing project data into the What-If Scenarios feature so that I can make informed decisions based on accurate and up-to-date information.
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Description
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This requirement specifies the need for the Interactive What-If Scenarios feature to seamlessly integrate with existing project management and construction tools used within ClariCon. This includes importing data from tools like scheduling software and resource management systems, allowing for a consistent and cohesive user experience. Integration will ensure that users can utilize current project data without redundant data entry, streamlining workflows and enhancing productivity. This capability is critical for ensuring that ClariCon remains adaptable and responsive to user needs in a dynamic project environment.
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Acceptance Criteria
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Importing Project Data from Existing Scheduling Software
Given that the user has valid credentials for the existing scheduling software, When the user initiates data import from the scheduling software to ClariCon, Then the relevant project data should be successfully imported without errors, and a confirmation message should be displayed to the user.
Integration with Resource Management Systems
Given that the user has access to a resource management system, When the user connects ClariCon to their resource management system, Then ClariCon should automatically sync resource data, allowing users to view and adjust resources in real time within the Interactive What-If Scenarios feature.
Seamless Data Updates between Tools
Given that the user has made changes to project data in either ClariCon or the integrated tools, When the user refreshes the project data in either platform, Then the updates should be reflected in both ClariCon and the integrated tools without requiring additional data entry or manual updates.
User-Friendly Interface for Integration Setup
Given that a user is on the integration setup page in ClariCon, When the user navigates through the setup process for integrating with existing tools, Then the interface should provide clear instructions and the completion of the setup should take no more than 10 minutes for users with average technical proficiency.
Error Handling during Data Import
Given that the user attempts to import data from existing tools, When an error occurs during the import process (e.g., connection issues or data mismatch), Then an error message should be displayed with clear instructions on how to resolve the issue, and no incorrect data should be imported into ClariCon.
Verification of Imported Data Accuracy
Given that the user has successfully imported data from existing tools, When the user reviews the imported data in ClariCon, Then the data should match the original data from the source tools with an accuracy rate of 95% or higher.
Testing Integration with Multiple Tools
Given that the user has multiple existing tools to integrate, When the user sets up integrations with these tools one at a time, Then each integration should be successfully established, with data accurately syncing from each tool without conflicts or loss of data.
Energy Consumption Tracker
This feature provides real-time insights into the energy usage of construction projects, allowing users to monitor consumption patterns, identify areas for improvement, and implement energy-saving measures. By showcasing energy metrics, it helps teams reduce costs and enhance sustainability initiatives.
Requirements
Real-time Energy Monitoring
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User Story
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As a site supervisor, I want to monitor real-time energy consumption so that I can quickly identify and address any inefficiencies to reduce costs and improve sustainability.
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Description
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The requirement enables users to receive live updates on energy consumption across various construction sites. It incorporates sensors and data analytics to track energy metrics such as usage rates, peak consumption times, and variances from expected consumption patterns. This feature will integrate seamlessly with the existing ClariCon interface, allowing users to visualize energy usage through intuitive graphs and dashboards. By implementing this functionality, teams can pinpoint excessive energy consumption and adapt their strategies to enhance energy efficiency, thereby aligning with sustainability goals and reducing operational costs.
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Acceptance Criteria
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User receives live updates on energy consumption while conducting a site inspection, allowing them to assess the energy usage in real-time and identify any anomalies.
Given the user is logged into the ClariCon platform, when the user navigates to the energy monitoring dashboard, then the user should see real-time updates of energy consumption metrics within 1-second intervals.
Project manager reviews daily energy consumption reports to identify trends and areas for improvement for each construction site.
Given the project manager accesses the energy consumption report section, when they select a specific project date range, then the system should generate and display a report showing total energy consumption and trends in graphical form.
Site supervisor detects an unexpected spike in energy consumption during peak working hours and prompts a review.
Given the site supervisor receives alerts for energy consumption that exceed predefined thresholds, when a spike occurs, then an alert should be sent to the supervisor notifying them of the spike and suggesting potential causes.
A user visualizes energy consumption data in a dashboard format for easy comprehension and analysis.
Given the user is on the energy monitoring dashboard, when they select different metrics to visualize, then the dashboard should update to display graphs that accurately represent energy consumption data and trends.
An environmental officer evaluates the effectiveness of implemented energy-saving measures based on recent project data.
Given the environmental officer reviews the energy tracking results, when they compare current energy usage to previous periods post-implementation, then they should find a reduction in energy consumption that suggests improvement in energy efficiency.
Users manage energy-consuming equipment schedules to optimize usage according to real-time data.
Given the user can access equipment schedules, when they view the real-time energy consumption data of equipment, then they can adjust operational timings to prevent peak consumption periods, optimizing energy use.
The energy consumption system integrates with existing project management tools.
Given the user utilizes external project management tools, when they link these tools to ClariCon, then energy consumption data should automatically sync and be visible within both systems without data loss or significant delays.
Energy Usage Analytics Dashboard
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User Story
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As a project manager, I want to access an energy usage analytics dashboard so that I can analyze trends and make informed decisions about energy-saving measures.
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Description
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This requirement focuses on creating a comprehensive dashboard that displays detailed analytics on energy usage trends. It will aggregate data collected from various sensors and provide a user-friendly interface for analyzing energy consumption over time. The dashboard will present insights such as average usage per project phase, comparisons against historical data, and forecasts for future energy needs based on past consumption patterns. By allowing users to visualize energy data effectively, this feature enhances the decision-making process and helps identify areas for energy-saving initiatives.
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Acceptance Criteria
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User views the Energy Usage Analytics Dashboard for a specific construction project to assess energy consumption over the last month.
Given that the user is logged into ClariCon and has access to the Energy Usage Analytics Dashboard, when they select a specific project and set the date range to the last month, then the dashboard should display the total energy consumed, average daily consumption, and a graphical representation of energy usage trends throughout the month.
User compares current energy usage with historical data to identify trends.
Given that the user has accessed the Energy Usage Analytics Dashboard, when they select the option to compare current project energy usage with historical data from the previous year, then the dashboard should present a comparison chart highlighting increases or decreases in energy consumption along with relevant metrics.
User forecasts future energy needs based on previous consumption patterns.
Given that the user is on the Energy Usage Analytics Dashboard, when they click on the forecasting tool and input necessary parameters regarding project growth expectations, then the system should generate and display a forecast report illustrating projected energy consumption for the upcoming months, based on historical data patterns.
User identifies areas for potential energy-saving measures through the analytics dashboard.
Given that the user is analyzing energy usage on the Energy Usage Analytics Dashboard, when they view the detailed breakdown of energy consumption by project phase, then the dashboard should highlight phases with the highest energy consumption and suggest actionable insights for energy-saving opportunities.
User exports energy consumption data for external reporting purposes.
Given that the user has accessed the Energy Usage Analytics Dashboard, when they select the export function, then the system should provide downloadable reports in CSV and PDF formats containing all relevant energy usage data for the selected project and time period.
User assesses the impact of implemented energy-saving measures using the dashboard.
Given that the user has previously implemented energy-saving measures, when they review the energy usage data on the dashboard for the past three months, then the dashboard should display a before-and-after comparison of energy consumption, highlighting the effectiveness of those measures.
User interacts with the dashboard to filter data for specific project phases or energy sources.
Given that the user is viewing the Energy Usage Analytics Dashboard, when they apply filters for specific project phases or different energy sources, then the dashboard should dynamically update to reflect the filtered data accurately in real-time.
Customizable Energy Alerts
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User Story
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As a project manager, I want to set customizable energy alerts so that I can be notified when energy consumption exceeds budgets or targets, enabling quicker responses to prevent overages.
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Description
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This requirement involves developing a system where users can set custom alerts for specific energy consumption thresholds. For example, if energy usage exceeds a predefined limit, stakeholders will receive notifications via email or in-app messaging. This feature supports proactive management by ensuring that relevant team members are instantly informed of potential issues, allowing them to take immediate action to mitigate costs and maintain energy efficiency.
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Acceptance Criteria
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Setting Custom Energy Alerts by Project Managers
Given a project manager is logged into ClariCon, when they navigate to the Energy Consumption Tracker, then they should be able to set a customizable energy alert for specific thresholds, and the system should save their settings successfully.
Notification Delivery for Exceeded Energy Consumption
Given a customizable energy alert is configured, when the energy consumption exceeds the predefined limit, then the relevant stakeholders receive a notification via email or in-app messaging within 5 minutes of the threshold being crossed.
Editing and Updating Custom Energy Alerts
Given a project manager has set a customizable energy alert, when they decide to edit the alert settings, then they should be able to successfully change the threshold, and the new settings should take effect without errors.
Multi-User Access for Energy Alerts
Given multiple users are assigned to a project, when any user sets or modifies an energy alert, then all assigned users should receive real-time updates about the alert through their ClariCon dashboard.
Testing the Alert System for Valid Scenarios
Given a range of energy consumption scenarios, when simulations are run against the customizable energy alerts, then alerts should trigger correctly based on the specified thresholds under valid conditions without false alerts.
Performance Monitoring of Notification System
Given the customizable energy alert system is operational, when energy consumption exceeds set thresholds under normal working conditions, then the notification system should demonstrate a minimum uptime of 99.5% and respond within specified timeframes consistently.
Sustainability Compliance Reporting
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User Story
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As a compliance officer, I want to generate sustainability compliance reports so that I can demonstrate the project's energy efficiency efforts and adherence to regulatory standards.
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Description
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This requirement entails generating reports that track energy consumption against sustainability compliance metrics. Users will be able to produce reports demonstrating adherence to both internal sustainability initiatives and external regulatory requirements. The inclusion of visuals such as charts and graphs will facilitate the understanding of the sustainability impact of energy consumption, helping the organization showcase its commitment to responsible energy management.
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Acceptance Criteria
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Report Generation for Energy Consumption Compliance
Given the user has access to the Sustainability Compliance Reporting feature, when they input energy consumption data for the reporting period, then the system generates a report that tracks energy consumption against predefined sustainability metrics, including internal initiatives and external regulations.
Visual Representation of Energy Metrics
Given that the user has generated a sustainability compliance report, when they view the report, then the report includes visual elements such as charts and graphs that clearly represent energy consumption trends and compliance status.
Exporting Compliance Reports
Given the user has successfully generated a sustainability compliance report, when they select the export option, then the system allows the user to download the report in multiple formats (PDF, Excel, etc.) for sharing with stakeholders.
Integration with Existing Compliance Metrics
Given the user is using the Sustainability Compliance Reporting feature, when they input internal and external compliance metrics, then the system ensures that these metrics are used for benchmarking and comparison within the reports.
User Access and Permissions for Reporting
Given the organization has defined user roles, when a user attempts to access the Sustainability Compliance Reporting feature, then the system verifies their permissions and either grants or denies access based on their role.
Frequency of Report Generation
Given the project's energy consumption data is updated regularly, when the user schedules a report generation, then the system allows the user to set a frequency for automated report generation (daily, weekly, monthly).
User Feedback Mechanism
Given that the user has utilized the Sustainability Compliance Reporting feature, when they finish generating a report, then the system prompts the user for feedback on their experience to inform future enhancements of the feature.
Integration with Other Project Management Tools
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User Story
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As a user of ClariCon, I want seamless integration of the energy consumption tracker with other project management tools so that I can holistically manage my projects with complete visibility.
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Description
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The requirement specifies the need to ensure that the energy consumption tracking feature integrates smoothly with other project management tools used within the ClariCon ecosystem. This integration will facilitate data sharing, allowing users to analyze energy consumption in conjunction with other project data like scheduling, budget, and resource allocation. Ensuring such interoperability is critical for maximizing the value of the feature and enhancing overall project efficiency.
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Acceptance Criteria
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Integration of Energy Consumption Tracker with Project Scheduling Tool
Given the Energy Consumption Tracker is integrated with the project scheduling tool, when a project manager views a specific project schedule, then they must see real-time energy consumption data displayed alongside the schedule.
Data Synchronization Across Tools
Given the Energy Consumption Tracker is connected to other project management tools, when energy data is updated in the tracker, then the changes must reflect in all integrated tools within 5 minutes.
User Interface Integration Consistency
Given the Energy Consumption Tracker is integrated with other project tools, when users access any of the tools, then the design and interface for energy data presentation must be consistent across all tools to ensure usability.
Security and Access Controls
Given the integration of the Energy Consumption Tracker with other project management tools, when users attempt to access energy data, then the access controls must restrict data visibility according to assigned user roles and permissions.
Reporting Functionality Across Integrated Tools
Given that the energy consumption data is integrated into a reporting tool, when a user generates a report on project performance, then the report must include energy consumption insights that are accurate and align with the project data.
End-User Training and Documentation Availability
Given the new integration of the Energy Consumption Tracker, when the feature is released to users, then comprehensive training materials and user documentation must be provided, ensuring users can effectively utilize the integration.
Feedback Mechanism for Integration Issues
Given the integration of the Energy Consumption Tracker with other tools, when users encounter issues, then a feedback mechanism must be available, allowing users to report problems directly to the development team within the application.
User Training and Support Materials
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User Story
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As a new user of ClariCon, I want access to training materials and support resources so that I can learn how to efficiently use the energy consumption tracker and leverage its insights for my project.
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Description
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This requirement involves creating comprehensive user training materials and support documentation to ensure that users can effectively utilize the energy consumption tracker feature. The training will cover how to interpret data, configure alerts, use the analytics dashboard, and generate compliance reports. Providing necessary resources aids in the successful adoption of the feature while maximizing its benefits to users.
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Acceptance Criteria
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User accesses the Energy Consumption Tracker feature and initiates the training module from the dashboard.
Given the user is logged into ClariCon, when they select the 'Energy Consumption Tracker Training' option, then they should be directed to the training module, which should include video tutorials, written documentation, and FAQs.
User views the analytics dashboard to interpret energy usage data after completing the training.
Given the user has completed the training module, when they open the analytics dashboard, then they should be able to view real-time energy usage data with clear metrics, visual graphs, and explanations of each metric's significance.
User configures alerts for energy consumption thresholds within the Energy Consumption Tracker.
Given the user is on the settings page for alerts, when they set a threshold limit for energy usage and save the changes, then the system should confirm the alert is successfully configured and send a test alert based on the set threshold.
User attempts to generate a compliance report on energy usage after applying the training.
Given the user has input data from a project, when they select the compliance report generation option, then a report should be successfully generated that summarizes energy consumption against compliance standards in a downloadable format.
User encounters a challenge understanding the analytics dashboard and seeks help using the support documentation.
Given the user is on the analytics dashboard, when they click on the help icon, then they should see a pop-up with relevant sections of the support documentation tailored to analytics inquiries and a direct contact option for further assistance.
User reviews their energy consumption and implements identified energy-saving measures after training.
Given the user has accessed their energy consumption data, when they implement at least one of the recommended energy-saving measures provided in the training, then they should observe a measurable reduction in energy usage reported in the analytics dashboard over the next month.
Waste Management Monitor
An integrated tool that tracks waste generation and disposal methods on-site, offering users comprehensive data about recyclable, reusable, and wasted materials. This feature promotes environmentally responsible practices by enabling project teams to reduce waste and comply with regulations regarding material disposal.
Requirements
Waste Tracking Dashboard
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User Story
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As a Project Manager, I want a comprehensive waste tracking dashboard so that I can monitor waste generation and disposal in real-time, ensuring compliance and promoting sustainability initiatives on-site.
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Description
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The Waste Tracking Dashboard provides a user-friendly interface that allows project teams to view, analyze, and manage waste data in real-time. This dashboard will integrate with existing project management tools within ClariCon to pull relevant data on waste generated and disposed of on-site. Users will benefit from visual graphics and reports that illustrate waste generation trends, helping teams make informed decisions to reduce waste and improve recycling rates. The dashboard will also feature alerts for compliance with local regulations regarding waste management. Its implementation will promote a culture of sustainability and accountability across construction projects.
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Acceptance Criteria
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User views the Waste Tracking Dashboard after logging into ClariCon to analyze the waste generated on-site for the current project.
Given the user is logged into ClariCon, When the user navigates to the Waste Tracking Dashboard, Then the dashboard should load within 3 seconds, displaying up-to-date waste data without errors.
A project manager analyzes visual graphics representing waste generation trends on the Waste Tracking Dashboard to present at the weekly project meeting.
Given the project manager is on the Waste Tracking Dashboard, When they select the visual trends report for the last month, Then the report should generate and visually display waste trends accurately, including recyclable and non-recyclable materials.
Users receive alerts on the Waste Tracking Dashboard when waste disposal methods do not comply with local regulations.
Given the user has access to the Waste Tracking Dashboard, When a non-compliant waste disposal method is recorded, Then an alert notification should be sent within 5 minutes, indicating the specific compliance issue.
The waste data on the Waste Tracking Dashboard is to be integrated with existing project management tools to reflect real-time waste tracking.
Given the Waste Tracking Dashboard is integrated with project management tools, When a waste entry is updated in either system, Then the change should be reflected in both systems within 1 minute.
Training new users on how to navigate and utilize the Waste Tracking Dashboard effectively.
Given new users are being trained, When they complete the training session, Then they should be able to demonstrate how to locate and analyze waste data on the dashboard accurately without assistance.
Users generate a report from the Waste Tracking Dashboard at the end of a project to assess overall waste management performance.
Given the user is on the Waste Tracking Dashboard, When they select 'Generate Report' for the completed project, Then a comprehensive report summarizing waste generation, disposal methods, and compliance should be produced in PDF format within 2 minutes.
Recyclable Material Identifier
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User Story
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As a Site Supervisor, I want a recyclable material identifier so that I can quickly and accurately categorize materials for recycling, thereby improving our sustainability metrics and compliance with waste regulations.
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Description
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The Recyclable Material Identifier is a feature that enables project teams to identify and categorize materials that can be recycled on-site. This requirement focuses on developing a database that includes details about various materials commonly used in construction, along with guidelines for recycling. The system will use a barcode or QR code scanning method to easily identify materials and inform workers regarding recycling options. By facilitating the proper segregation of recyclable materials, this feature will support compliance with environmental regulations and reduce the overall waste sent to landfills.
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Acceptance Criteria
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User scans a barcode on construction material using the ClariCon mobile app to identify if it's recyclable.
Given a barcode is scanned, when the material is identified, then the system must display information that indicates whether the material is recyclable and provide guidance on proper disposal methods.
A project team member views the list of recyclable materials within the database to ensure compliance with recycling regulations.
Given a user accesses the materials database, when they filter for recyclable materials, then the system should return a comprehensive list of materials along with their recycling compliance information.
Users on-site receive an alert during material handling when non-recyclable waste is detected.
Given a non-recyclable material is scanned, when the scanning occurs, then the system should trigger an alert to the user indicating that the material cannot be recycled.
A project manager generates a report of waste amounts categorized by recyclables and non-recyclables over a specific timeframe.
Given the specified date range, when the report is generated, then the system must accurately display the total volume of recyclables and non-recyclables as well as their respective disposal methods.
New recyclable materials are added to the database by an admin user.
Given an admin is logged into the system, when they input new recyclable materials along with their barcodes, then the system must update the database and confirm the addition with a success message.
A fieldworker references the recycling guidelines during a construction project.
Given the system is accessible on-site, when the fieldworker selects a material and requests information, then the system should display the recycling guidelines specific to that material including processing location and contact information.
Waste Disposal Reporting Tool
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User Story
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As a Compliance Officer, I want a waste disposal reporting tool so that I can easily document and report waste disposal activities, ensuring we meet regulatory requirements without tedious manual tracking.
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Description
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The Waste Disposal Reporting Tool is designed to automate the reporting process for waste disposal activities on construction sites. This feature will allow users to input disposal data, including quantities and methods used, directly through the ClariCon platform. Additionally, it will generate automated reports to help project teams stay compliant with local waste disposal regulations, making it easier to manage documentation and reporting. The tool will enhance transparency and accountability, ensuring that all waste disposal practices are properly recorded and available for review.
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Acceptance Criteria
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As a project manager, I want to input waste disposal data directly into ClariCon to ensure accurate tracking of waste management practices on the construction site.
Given that I am logged into the ClariCon platform, when I navigate to the Waste Disposal Reporting Tool, I should be able to input disposal data including quantities and disposal methods without any errors.
As a site supervisor, I want the Waste Disposal Reporting Tool to generate automated reports for compliance with local disposal regulations, so that I can easily manage and present documentation.
Given that I have entered waste disposal data, when I select the option to generate a report, then I should receive a report that summarizes the disposal methods used and quantities disposed of correctly and in compliance with local regulations.
As a compliance officer, I want to access the generated reports from the Waste Disposal Reporting Tool to review compliance with waste management regulations.
Given that reports have been generated, when I access the reports section of the Waste Disposal Reporting Tool, I should be able to view and download all reports pertaining to waste disposal activities on the construction site.
As a project team member, I need to ensure that the Waste Disposal Reporting Tool tracks recyclable and reusable materials separately to comply with environmental regulations.
Given that I am entering waste data, when I input quantities for recyclable and reusable materials, then those entries should be clearly categorized in the system and included in the generated reports.
As a project stakeholder, I want the Waste Disposal Reporting Tool to send notifications for any data entry errors to improve accuracy.
Given that I have attempted to submit waste disposal data, when the data contains errors, then I should receive an immediate notification indicating the errors and instructions for correction.
As a data analyst, I want the Waste Disposal Reporting Tool to allow exporting of data into various formats for further analysis, to facilitate my reporting needs.
Given that I have entered waste disposal data, when I choose to export the data, then I should be able to select formats such as CSV, PDF, and Excel and receive the exported file accurately reflecting the input data.
As a site supervisor, I want to review historical waste disposal records in the Waste Disposal Reporting Tool to identify trends over time for better resource management.
Given that I am using the Waste Disposal Reporting Tool, when I access the historical data section, then I should be able to view past disposal records and analyze trends in waste generation and disposal methods over a specified time frame.
Waste Reduction Goal Tracker
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User Story
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As a Sustainability Coordinator, I want a waste reduction goal tracker so that I can establish and monitor waste reduction targets, helping our team stay focused on sustainability and efficiency throughout the project.
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Description
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The Waste Reduction Goal Tracker feature will help project teams set, monitor, and achieve waste reduction targets throughout construction projects. Users can input specific waste reduction goals, and the system will track progress against these goals using data collected on-site. Visualization tools will display real-time metrics and highlight successes and areas for improvement. This feature encourages accountability and proactive waste management, fostering a culture of continuous improvement within project teams.
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Acceptance Criteria
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Waste Reduction Goal Setting
Given a project team user, when they access the Waste Reduction Goal Tracker, then they should be able to input a specific waste reduction target for their project which is stored in the system successfully.
Monitoring Waste Reduction Progress
Given a project team user has set waste reduction goals, when they review the Waste Reduction Goal Tracker dashboard, then they should see real-time metrics reflecting the amount of waste generated and the progress towards meeting their waste reduction targets.
Visualization of Waste Management Metrics
Given a project team user, when they navigate to the visualization tools within the Waste Reduction Goal Tracker, then they should be presented with clear and informative visual representations (graphs/charts) of waste metrics over time.
Accountability in Waste Management
Given multiple project team members, when any member updates the waste metrics related to their tasks, then all members should see the updated metrics in real-time, promoting transparency and accountability among the team.
Compliance with Waste Regulations
Given a project team has inputted waste disposal data, when they generate a compliance report using the Waste Reduction Goal Tracker, then the report should accurately reflect compliance with local waste disposal regulations based on the collected data.
Feedback on Waste Management Practices
Given a project team user, when they achieve a waste reduction milestone, then they should receive feedback and recommendations for further waste reduction strategies based on system analysis.
User Notifications for Waste Goals
Given a project team user, when a waste reduction goal deadline is approaching, then the user should receive an automated notification reminding them to review their progress and make necessary adjustments.
Training Module for Waste Management Practices
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User Story
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As a Project Manager, I want a training module for waste management practices so that I can ensure my team is educated on proper waste management procedures and compliance standards, thus enhancing operational efficiency and sustainability.
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Description
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This requirement encompasses the development of an online training module focused on waste management best practices in construction. The module will include videos, quizzes, and documentation to educate project teams on effective waste reduction strategies, recycling procedures, and compliance requirements. By providing accessible training content, the feature will enhance workers’ knowledge and adherence to waste management practices, leading to a more responsible and environmentally conscious workforce on-site.
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Acceptance Criteria
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Training Module Access for Project Teams
Given a project team member has logged into ClariCon, when they navigate to the Waste Management Monitor section, then they should be able to access the training module on waste management practices.
Completion Tracking of Training Module
Given a project team member has started the training module, when they complete all videos and quizzes, then their completion status should be updated and reflected in their user profile.
Quiz Assessment of Knowledge Retention
Given a project team member has completed the training module, when they take the associated quiz, then they should achieve a minimum score of 80% to demonstrate understanding of waste management practices.
Availability of Training Materials
Given the waste management training module is live, when a project team member accesses the module, then they should find all materials including videos, quizzes, and documentation available for immediate review.
Feedback Submission on Training Module
Given that a project team member has completed the training module, when they provide feedback on the training content, then their feedback should be recorded and accessible to the module administrators for review.
Regulatory Compliance Updates in Training Materials
Given that there are changes in waste management regulations, when these updates are made, then the training module should reflect the latest compliance requirements within one week of the change.
User Interface Navigation for Training Module
Given that a project team member is using the training module, when they try to navigate through the content, then the user interface should allow them to easily access, pause, and resume any section of the training without errors.
Regulatory Compliance Checklist
A dynamic and customizable checklist that outlines relevant environmental regulations and compliance requirements for specific locales. This feature ensures that teams remain informed of their obligations, helping to avoid potential fines and enhance overall project accountability.
Requirements
Dynamic Regulation Database
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User Story
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As a project manager, I want to access a dynamic database of environmental regulations so that I can ensure our project complies with local laws and avoid costly fines.
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Description
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The Regulatory Compliance Checklist will integrate with a dynamic database that includes current and locale-specific environmental regulations. This database will be regularly updated to ensure that project managers and site supervisors have access to the most recent compliance requirements. By managing this database centrally, ClariCon can enhance accountability on construction sites, reduce the risk of non-compliance, and ultimately safeguard the organization from potential fines and penalties associated with regulatory breaches.
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Acceptance Criteria
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Accessing the Dynamic Regulation Database to view current environmental regulations for a specific locale.
Given a user is logged into ClariCon, when they navigate to the Regulatory Compliance Checklist and select a locale, then the dynamic database must display all current environmental regulations relevant to that locale.
Updating the Dynamic Regulation Database with new environmental regulations.
Given a user has administrative access, when they add a new environmental regulation to the dynamic database, then the system must update the checklist to include that regulation and reflect the latest information immediately.
Reminding project teams of upcoming compliance deadlines based on updated regulations.
Given a user accesses the Regulatory Compliance Checklist, when there are upcoming compliance deadlines related to the displayed regulations, then the system must send automated reminders to the project teams within 7 days of the deadline.
Generating reports on compliance status relative to the dynamic database.
Given a user selects the compliance reporting feature in ClariCon, when they request a report, then the system must generate a comprehensive report detailing compliance status against the latest regulations for the selected locale.
User feedback mechanism for the dynamic regulation updates.
Given the dynamic regulation database is updated, when users view the updated regulations, then they must have the ability to submit feedback or flag any inaccuracies directly within the platform.
Verifying the accuracy of the regulations in the database against official sources.
Given that the dynamic regulation database is maintained, when an update occurs, then the system must confirm the accuracy of the newly added regulations against official environmental compliance sources before finalizing the update.
Customizable Checklist Templates
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User Story
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As a site supervisor, I want to create a customizable compliance checklist so that I can ensure all specific regulations are adequately addressed for each project type.
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Description
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The feature will provide users with the ability to create customizable checklist templates for different types of projects and regulatory environments. Users can select relevant items from a library of compliance requirements and configure the checklist according to their project's specific needs. This flexibility allows teams to tailor compliance processes efficiently, ensuring that all obligations are met without unnecessary items cluttering the workflow.
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Acceptance Criteria
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User creates a customizable checklist template for a new environmental compliance project.
Given the user has selected the 'Create Checklist Template' option, When the user selects relevant items from the compliance library and names the template, Then the template should be saved and made available for that user under their templates list.
User edits an existing checklist template to add additional compliance requirements.
Given the user has an existing checklist template, When the user adds new items from the compliance library and saves the changes, Then the updated checklist should reflect the new items in the user's templates list.
User shares a customizable checklist template with team members for collaborative review.
Given the user has a customizable checklist template, When the user selects 'Share' and inputs the email addresses of team members, Then the team members should receive an invitation to collaborate on the checklist.
User deletes an unused checklist template from their saved list.
Given the user is viewing their checklist templates, When the user selects the 'Delete' option for a specific template, Then the template should be removed from the user's templates list and no longer accessible.
User views a checklist template to verify compliance items before a project review.
Given the user has selected a checklist template to view, When the user opens the template, Then all compliance items should be displayed with the ability to check off or add notes.
User filters compliance items in the checklist template by regulatory category.
Given the user is in the checklist template creation page, When the user applies a filter for a specific regulatory category, Then only the relevant items related to that category should be displayed in the selection list.
Automated Compliance Alerts
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User Story
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As a project manager, I want to receive automated alerts about upcoming compliance deadlines so that I can proactively manage my team's responsibilities and mitigate risks associated with non-compliance.
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Description
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This requirement involves implementing a system that generates automated alerts when compliance deadlines approach or when new regulations are added to the database. By notifying users proactively, ClariCon helps teams stay ahead of their compliance obligations, reducing the likelihood of project delays due to unforeseen regulatory requirements. These alerts will be configurable based on user preferences to cater to various roles within the project management team.
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Acceptance Criteria
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User receiving an automated compliance alert when a new regulation is added to the database.
Given a new regulation is added to the database, When the regulation is published, Then the appropriate users receive a notification alerting them to the new regulation based on their configured preferences.
User receiving an automated alert one week before a compliance deadline.
Given a compliance deadline is approaching, When the deadline is one week away, Then the configured users receive an automated alert about the upcoming deadline.
Admin configuring user preferences for compliance alerts.
Given an administrator is logged in, When they navigate to user management and configure compliance alert preferences, Then the preferences are saved correctly and can be viewed by the respective user.
Users being able to customize alert settings based on role and compliance needs.
Given a user is logged in, When they navigate to alert settings, Then they can customize their alert preferences based on role-specific compliance needs and those preferences are correctly saved.
Verifying the accuracy of compliance alerts against the regulatory database.
Given compliance alerts are generated, When checked against the regulatory database for accuracy, Then all alerts match the current regulations listed in the database with no discrepancies.
Users receiving a summary of all upcoming compliance requirements via a weekly digest email.
Given it is the end of the week, When the system generates the digest email, Then all users with alert preferences receive the summary of upcoming compliance requirements.
Integration with Project Management Tools
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User Story
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As a project manager, I want the Regulatory Compliance Checklist to integrate with our project management software so that compliance is embedded directly into our project planning and execution processes.
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Description
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The Regulatory Compliance Checklist must seamlessly integrate with existing project management tools to facilitate a smoother workflow. This integration will allow users to link compliance tasks directly to project timelines, resource allocations, and task assignments. By doing so, ClariCon ensures that compliance considerations are part of the project planning process, fostering a culture of compliance within construction teams.
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Acceptance Criteria
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Integration of the Regulatory Compliance Checklist with Project Management Tools for Project Planning and Execution
Given a project manager accesses the regulatory compliance checklist within the project management tool, when they link a compliance task to a specific project timeline, then the checklist updates the task deadline in real-time and reflects changes in resource allocation immediately.
User Notification for Compliance Task Updates in Project Management Tools
Given a compliance task is linked to a project's timeline, when any changes are made to the compliance requirements or deadlines, then the responsible user receives a notification alerting them to the updates.
Tracking Compliance Tasks within Project Timelines for Effective Resource Allocation
Given a project is underway, when the project manager reviews the timeline, then all compliance tasks are displayed alongside regular project tasks, ensuring visibility and integration into overall project planning.
Customization of Compliance Checklists Based on Project Type and Locale
Given a project manager selects a specific project type and location, when they create a new project, then the regulatory compliance checklist dynamically populates with relevant local and project-specific regulations and tasks.
Performance Reporting on Compliance Task Completion in Integrated Tools
Given a project is nearing completion, when the project manager generates a performance report, then the report includes a section on compliance task completion status and highlights any outstanding compliance issues.
User Access Control and Permissions for Compliance Task Management
Given different roles in a project, when a compliance task is created or updated, then only users with appropriate permissions can edit or approve these compliance tasks, ensuring accountability.
User Training and Support Resources
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User Story
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As a new user, I want access to training materials on how to use the Regulatory Compliance Checklist effectively so that I can quickly understand its features and maximize compliance efforts for my project.
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Description
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To ensure effective adoption of the Regulatory Compliance Checklist, training resources and support documentation must be developed. This includes how-to guides, video tutorials, and access to a support team for assistance. Providing users with the necessary education around the checklist's functionalities will enhance user experience and ensure teams fully leverage this feature for compliance management.
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Acceptance Criteria
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User Training Guides Accessibility
Given a user accesses the training resources section, when they search for how-to guides, then they should be able to view a list of relevant guides for the Regulatory Compliance Checklist.
Video Tutorials Availability
Given a user is on the Regulatory Compliance Checklist feature page, when they click on the 'Video Tutorials' link, then they should have access to at least three video tutorials explaining different functionalities of the checklist.
Support Team Contact Information
Given a user is utilizing the Regulatory Compliance Checklist, when they require assistance and navigate to the support section, then they should find clear contact information for the support team, including multi-channel options (chat, email, phone).
Training Completion Validation
Given a user has completed all training resources, when they subsequently attempt to access the Regulatory Compliance Checklist features, then the system should prompt them that they have successfully completed the training.
User Feedback on Training Resources
Given a user has utilized the training resources, when they submit feedback through the provided feedback form, then their feedback should be successfully recorded and acknowledged by the system.
Regular Updates to Training Material
Given industry regulations change, when new compliance requirements are introduced, then the training materials (guides, videos) should be updated within one month to reflect these changes.
User Engagement Analytics
Given the training resources are deployed, when the system collects user engagement data, then it should report metrics indicating at least 80% of users are completing training within a month of access.
Carbon Footprint Calculator
This innovative feature estimates the carbon footprint of construction activities in real-time, providing users with valuable data on the environmental impact of their projects. By calculating emissions, teams can adopt strategies to minimize their footprint and implement sustainability practices.
Requirements
Real-time Emission Tracking
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User Story
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As a project manager, I want to track the real-time carbon emissions of my construction project so that I can make informed decisions to reduce our environmental impact.
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Description
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The Carbon Footprint Calculator must provide real-time tracking of carbon emissions generated by construction activities. This feature will capture data from various sources such as machinery usage, materials transportation, and site operations to create an accurate estimate of emissions for each project. This functionality highlights the project's environmental impact, enabling project managers to make informed decisions about resource usage and implementing effective mitigation strategies. The integration with ClariCon's existing project management tools ensures that data is displayed cohesively within the platform, promoting user engagement and encouraging accountability for sustainability practices.
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Acceptance Criteria
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Project managers accessing the Carbon Footprint Calculator during an active construction project to monitor real-time carbon emissions and make adjustments as necessary.
Given that a project manager is logged into ClariCon and has access to the Carbon Footprint Calculator, when they view the emissions dashboard, then they should see real-time data reflecting emissions from machinery, materials transportation, and site operations for the current project.
Site supervisors utilizing the Carbon Footprint Calculator to evaluate the environmental impact of various construction activities at different phases of the project.
Given that a site supervisor has selected a specific construction activity on the platform, when the Carbon Footprint Calculator is activated, then it should provide an accurate estimate of emissions for that activity within five seconds.
A project manager generating a report at the end of the week to review carbon emissions across multiple construction activities and assess overall environmental impact.
Given that a project manager wants to generate a weekly emissions report, when they click on the 'Generate Report' button, then they should receive a downloadable report that includes total emissions, breakdown by activity, and recommendations for mitigation within 30 seconds.
Users integrating the Carbon Footprint Calculator with other tools and ensuring seamless data flow and display within the ClariCon platform.
Given that the Carbon Footprint Calculator is integrated with at least two other project management tools, when data from those tools is processed, then the emissions data should reflect all relevant activities accurately without discrepancies or delays.
Stakeholders reviewing the projected vs. actual emissions data during project meetings to discuss sustainability strategies.
Given that stakeholders are in a project meeting reviewing emissions data, when they compare the projected emissions with actual emissions displayed in the dashboard, then any differences should be highlighted for further discussion and analysis.
User-friendly Interface
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User Story
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As a site supervisor, I want an easy-to-use interface for inputting data into the Carbon Footprint Calculator so that I can quickly retrieve emission estimates without needing extensive training.
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Description
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The Carbon Footprint Calculator must feature an intuitive and user-friendly interface that allows users of varying technical abilities to easily input data and retrieve carbon emission estimates. This requirement emphasizes ease of use, ensuring that users can navigate the tool without a steep learning curve. The user interface should provide clear visualizations of the data inputted, estimates generated, and comparative analysis over time, making it accessible and appealing to all users. This will enhance user adoption and engagement with the sustainability features within ClariCon.
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Acceptance Criteria
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User Interaction with the Carbon Footprint Calculator Interface
Given that a user accesses the Carbon Footprint Calculator, when they navigate to input their data, then they should be able to complete the input process within 5 minutes without requiring assistance.
Data Visualization of Carbon Emissions
Given that a user has input their construction data into the calculator, when they view the results, then the visualizations must clearly display the estimated carbon emissions along with a graphical comparison to previous values over time.
User Onboarding Process
Given that a new user has logged into ClariCon for the first time, when they access the Carbon Footprint Calculator, then they should receive an interactive tutorial that guides them through the initial data input steps within 3 minutes.
Accessibility and Usability Standards of the Interface
Given that different users with varying technical skills are using the Carbon Footprint Calculator, when they explore the interface, then it must comply with WCAG 2.1 accessibility standards, ensuring all users can navigate effectively.
Error Handling During Data Entry
Given that a user incorrectly enters data into the Carbon Footprint Calculator, when they submit the data, then they should receive clear error messages indicating the specific issues and suggestions for correction.
Mobile Compatibility of the Interface
Given that a user accesses the Carbon Footprint Calculator on a mobile device, when they navigate the interface, then all functionalities must remain fully functional and visually coherent on various screen sizes.
User Feedback on Interface Experience
Given that users have completed several calculations using the Carbon Footprint Calculator, when they are prompted to provide feedback, then at least 80% of users should rate the interface as user-friendly in their responses.
Integration with Sustainability Protocols
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User Story
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As a sustainability compliance officer, I want the Carbon Footprint Calculator to align with industry-standard sustainability protocols so that I can ensure our project meets required certifications without additional complex reporting processes.
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Description
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The feature must integrate seamlessly with established sustainability protocols and frameworks relevant to the construction industry, such as LEED and BREEAM. This requirement will allow project teams to align their emissions tracking with recognized standards, ensuring compliance and enhancing credibility in sustainability reporting. This integration should also offer users insights and recommendations based on these protocols to help guide their strategies for minimizing their carbon footprint effectively and optimizing resource efficiency.
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Acceptance Criteria
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Integration with LEED Certification Standards for Real-Time Emissions Tracking
Given the user has access to the Carbon Footprint Calculator, when they select LEED as the standard for emissions tracking, then the system should automatically align the carbon emissions data with LEED requirements and provide actionable insights based on this alignment.
Compliance Reporting Using BREEAM Standards
Given the project is using BREEAM as a framework, when the user generates a compliance report, then the report should include all relevant carbon footprint metrics and conform to BREEAM's reporting standards.
User Interface for Sustainable Strategies Recommendations
Given that a user is on the Carbon Footprint Calculator interface, when the integration with sustainability protocols is implemented, then the user should receive contextual recommendations for minimizing carbon emissions based on chosen sustainability standards.
Seamless Data Export for Sustainability Compliance
Given the completion of the emissions tracking for a project, when the user selects to export data for sustainability reporting, then the system should successfully generate a report formatted according to LEED or BREEAM compliance requirements.
Real-Time Alerts for Exceeding Emission Thresholds
Given the system has access to the project's emissions data, when emissions exceed the predefined thresholds set by LEED or BREEAM, then the user should receive an immediate alert with suggestions for corrective actions.
Training Material for Users on Sustainability Integration Features
Given the new feature is integrated into ClariCon, when a user accesses the training section, then they should find updated materials and resources covering how to utilize the sustainability protocols within the application.
Data Export Functionality
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User Story
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As a project manager, I want to export carbon emission reports from the Carbon Footprint Calculator so that I can easily share them with stakeholders and ensure effective communication around our sustainability efforts.
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Description
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The Carbon Footprint Calculator must include a robust data export functionality that allows users to download emission reports and analytics in various formats (PDF, Excel, CSV) for easy sharing and documentation. This feature is critical for stakeholders who need to present findings, report to management, and share sustainability metrics with clients. The ability to export data supports transparency and enhances collaboration with external partners and regulatory bodies.
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Acceptance Criteria
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Exporting Carbon Emission Data as PDF by Project Managers after completion of a project
Given that the user has completed a Carbon Footprint Report, when they select the option to export as PDF, then the system should generate a correctly formatted PDF document containing all relevant emissions data.
Exporting Carbon Emission Data as Excel by Site Supervisors for analysis during a project
Given that the user is viewing the Carbon Footprint Calculator, when they choose to export the data in Excel format, then the system should successfully download an Excel spreadsheet with all emission metrics and calculations.
Exporting Carbon Emission Data as CSV for integration with third-party systems
Given that a user requires data export for integration purposes, when they choose to export the data as CSV, then the exported file should be formatted correctly to be compatible with third-party analytics platforms.
Accessing export functionality from multiple sections of the Carbon Footprint Calculator
Given that the user is in both the Analysis and Summary sections, when they select the option to export data, then the same export options (PDF, Excel, CSV) should be available in both sections without loss of data integrity.
Displaying confirmation messages after successful data export
Given that the user has successfully exported the emissions data, when the export completes, then a confirmation message should appear indicating the success of the export and providing the file download option.
Ensuring data privacy and security during export
Given that the user is exporting emissions data, when the data export is initiated, then the system should ensure that sensitive information is not included in the exported files and that the export process adheres to data security protocols.
Testing the export feature across different browsers and devices
Given that the user is using different devices (desktop, tablet, mobile) and browsers (Chrome, Firefox, Safari), when they attempt to export the Carbon Footprint data, then the export functionality should work seamlessly across all tested environments without errors.
Customizable Reporting Dashboard
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User Story
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As a user, I want to have a customizable dashboard that shows my project's carbon emissions and sustainability metrics so that I can easily monitor our performance and adjust strategies as needed.
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Description
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The Carbon Footprint Calculator must feature a customizable reporting dashboard where users can visualize key metrics related to carbon emissions and sustainability performance. This dashboard should provide options for users to select which metrics to display, set different time frames for analysis (e.g., daily, weekly, monthly), and compare performance against set targets. A well-designed dashboard will empower users to actively monitor their progress, identify trends, and make data-driven decisions to enhance sustainability initiatives in their projects.
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Acceptance Criteria
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User Customization of Metrics Display in the Dashboard
Given a user is on the customizable reporting dashboard, when they select specific metrics to display, then those metrics should be accurately reflected in the user interface based on their selection.
Time Frame Selection for Data Analysis
Given a user has accessed the customizable reporting dashboard, when they select a time frame for analysis, then the dashboard should update to show carbon emissions data relevant to that selected time frame.
Comparison of Performance Against Targets
Given a user has set carbon emission targets within the dashboard, when they view the dashboard, then the system should display a clear comparison between current performance and set targets.
Real-Time Data Reflection on Dashboard
Given the user is monitoring the dashboard, when carbon emission data is updated in real-time, then the dashboard should reflect the most current data without requiring a page refresh.
User-Friendly Interface for Adjusting Metrics
Given a user is using the customizable reporting dashboard, when they attempt to add or remove metrics, then the interface should allow for simple drag-and-drop functionality to adjust displayed metrics easily.
Dashboard Accessibility Across Devices
Given a user accesses the customizable reporting dashboard from different devices, when they log in, then the dashboard should maintain consistent functionality and display across all devices.
Exporting Dashboard Reports
Given a user wishes to export the dashboard data, when they select the export option, then the system should provide multiple formats (e.g., PDF, Excel) for the user to download the report containing the selected metrics and time frame.
Sustainability Metrics Dashboard
A centralized dashboard that aggregates critical sustainability data, allowing users to visualize key performance indicators (KPIs) related to energy use, waste management, and compliance metrics. This feature empowers stakeholders to make informed decisions and drive sustainable practices across their projects.
Requirements
Centralized Data Aggregation
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User Story
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As a project manager, I want to access a centralized sustainability dashboard so that I can monitor energy use and waste management metrics in real-time and make informed decisions to improve our project's environmental impact.
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Description
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The Sustainability Metrics Dashboard will consolidate various sustainability-related data points such as energy consumption, waste statistics, and compliance information into a single, easy-to-navigate interface. This aggregation will facilitate real-time tracking of project sustainability performance against established benchmarks, helping project managers and stakeholders quickly identify areas needing attention or improvement. By centralizing this information, ClariCon enhances decision-making, empowers teams to implement improvements, and fosters a culture of sustainability across projects.
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Acceptance Criteria
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Centralized Data Aggregation Usage by Project Managers
Given that a project manager has logged into the Sustainability Metrics Dashboard, when they select the 'Energy Consumption' tab, then they should see real-time energy use data displayed in a graphical format over the past month.
Waste Statistics Access for Stakeholders
Given that a stakeholder is viewing the Sustainability Metrics Dashboard, when they navigate to the 'Waste Management' section, then they should see a pie chart displaying waste types and quantities with drill-down capabilities.
Compliance Metrics Overview for Team Leaders
Given that a team leader is monitoring project sustainability, when they access the 'Compliance Metrics' tab, then they should see a list of compliance items with their current status (compliant or non-compliant) for each project phase.
Real-Time Performance Alerts for Project Teams
Given that there is a significant deviation from the established benchmarks in energy use, when the data updates, then the Sustainability Metrics Dashboard should send real-time alerts to project managers via email notification.
Historical Data Comparison for Decision Making
Given that users are reviewing historical sustainability performance, when they access the 'Comparative Analysis' tool on the dashboard, then they should be able to compare current data against historical data from previous projects.
User Feedback Mechanism for Dashboard Enhancement
Given that a user is providing feedback on the Sustainability Metrics Dashboard, when they submit their feedback through the designated form, then it should be successfully recorded and acknowledged with a confirmation message.
Data Export Functionality for Reporting
Given that a user is on the Sustainability Metrics Dashboard, when they choose to export data, then they should have the option to download the selected data in CSV and PDF formats.
Customizable KPI Metrics
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User Story
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As an environmental officer, I want to customize the KPIs displayed on my sustainability dashboard so that I can focus on the most relevant metrics for our project's goals and ensure compliance effectively.
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Description
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The feature will allow users to tailor their sustainability metrics according to specific project requirements and goals. This flexibility means users can prioritize different KPIs based on the unique characteristics of each project, ensuring that the most relevant data is highlighted and easily accessible. By enabling customization, the Sustainability Metrics Dashboard supports diverse project needs and promotes a more focused approach to sustainability efforts.
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Acceptance Criteria
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User Customization of KPI Selection on Sustainability Dashboard
Given a logged-in user on the Sustainability Metrics Dashboard, when the user selects the 'Customize KPIs' option, then they should have access to a list of available KPIs to choose from and should be able to add or remove KPIs from their dashboard.
Saving Customized KPI Settings
Given a user has customized their KPI metrics, when the user clicks the 'Save Settings' button, then their customized KPIs should be saved and reflected the next time they log in to the dashboard.
Reverting to Default KPIs
Given a user has customized their KPIs on the Sustainability Metrics Dashboard, when the user selects the 'Revert to Default KPIs' option, then the dashboard should reset to the original KPI settings without retaining any previous customizations.
Cross-Project KPI Customization
Given a user manages multiple projects, when the user customizes the KPIs for one project, then the customization should not affect the KPI settings of other projects unless explicitly applied.
KPIs Visibility and Accessibility
Given a user is viewing the Sustainability Metrics Dashboard, when they customize their selected KPIs, then the chosen KPIs should be clearly displayed and easily accessible for data interpretation without any overlap or obfuscation.
User Feedback on KPI Customization Feature
Given a user has utilized the KPI customization feature, when they provide feedback through the integrated feedback system, then a confirmation message should appear indicating that their feedback has been submitted successfully.
Visual Performance Trends
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User Story
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As a site supervisor, I want to view visual trends of our sustainability metrics over time so that I can easily communicate our progress and areas for improvement to stakeholders during project meetings.
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Description
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The dashboard will include visualizations such as graphs and charts to represent sustainability performance trends over time. These visual aids will enable users to quickly assess progress towards sustainability goals, identify patterns in resource usage, and correlate data to other operational metrics. The visual representation not only helps in internal assessments but can also serve as documentation for stakeholders and clients, reinforcing ClariCon's commitment to transparency.
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Acceptance Criteria
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Visual Performance Trends for Energy Use Analysis
Given that the user has accessed the Sustainability Metrics Dashboard, when they view the Energy Use graph, then they should see a clear visual representation of energy consumption trends over the past 12 months, with monthly averages and peak usage indicated.
Waste Management Trends Visualization
Given that the user has selected the Waste Management section in the dashboard, when they view the Waste Management graph, then they should be able to identify monthly waste disposal amounts, with a color-coded system indicating compliance with sustainability goals.
Compliance Metrics Correlation with Resource Usage
Given that the user is analyzing Sustainability metrics, when they view the correlation chart between compliance metrics and resource usage, then the dashboard should illustrate data points that allow for easy identification of correlations and trends in both areas.
Stakeholder Reporting on Sustainability Performance
Given that a project manager is preparing a report for stakeholders, when they generate a performance report, then the report should include visual charts from the Sustainability Metrics Dashboard, highlighting key performance indicators and progress towards goals.
User-Friendly Navigation for Data Insights
Given that the user is navigating the Sustainability Metrics Dashboard, when they try to locate specific visualizations, then users should be able to access any chart or graph within three clicks, ensuring a user-friendly experience.
Export Functionality for Visual Data
Given that the user has selected visualizations from the dashboard, when they choose to export the data, then the dashboard should allow exporting graphs and charts in PDF format, maintaining clarity and resolution.
Real-Time Data Updates on Performance Metrics
Given that the user is monitoring the Sustainability Metrics Dashboard, when new data is inputted into the system, then the visualizations should update in real-time, reflecting the most current sustainability performance metrics.
Automated Reporting Features
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User Story
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As a project stakeholder, I want to receive automated sustainability reports so that I can stay informed about our project's environmental performance without having to request data manually.
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Description
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This requirement entails the implementation of automated reporting that generates detailed sustainability reports at predefined intervals (e.g., weekly, monthly). These reports will summarize key metrics and trends, helping stakeholders stay updated on sustainability efforts without manual tracking. Automation will also save time, reduce human error, and ensure that updates are consistently and accurately reported to all relevant parties.
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Acceptance Criteria
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Automated Reporting Generation for Weekly Sustainability Metrics
Given that the user has scheduled automated reporting for weekly intervals, when the reporting interval is reached, then the system should automatically generate and distribute a detailed sustainability report to all designated stakeholders.
Automated Reporting for Monthly Trend Analysis
Given that users have the option to generate monthly sustainability reports, when the month concludes, then the system must compile and send out a summary report showcasing key sustainability trends and compliance metrics for that month.
User Notification of Report Availability
Given that a sustainability report has been automatically generated, when the report is available, then the system should notify all stakeholders via email that the report is ready for review, including a direct link to the report.
Accuracy of Key Metrics in Automatic Reports
Given that the automated report has been generated, when the report is reviewed, then the key performance indicators (KPIs) for energy use and waste management must accurately reflect the data gathered over the reporting period.
Integration with Existing Reporting Tools
Given that ClariCon integrates with third-party reporting tools, when the automated sustainability report is generated, then the system should successfully export the report data into the integrated tools without errors.
Customization of Report Content by Users
Given that users desire customized reports, when a user sets parameters for the report content, then the automated reporting feature must respect these parameters and generate a report reflecting the selected KPIs and metrics.
Historical Data Availability in Reports
Given that users want to analyze historical sustainability metrics, when the user requests an automated report, then the report must include historical data for the selected KPIs over a specified timeframe.
Integration with Existing Tools
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User Story
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As a system administrator, I want the sustainability dashboard to integrate with our existing project management tools so that data can flow seamlessly between platforms, enhancing our overall operational efficiency.
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Description
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The Sustainability Metrics Dashboard will include API integration capabilities to work seamlessly with other tools and platforms used in construction project management. This will ensure data can be imported and exported easily without cumbersome manual processes, allowing for a more efficient workflow. Additionally, the integration will enhance the dashboard's functionality by utilizing existing data sources to provide more comprehensive insights.
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Acceptance Criteria
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As a project manager, I want to integrate the Sustainability Metrics Dashboard with existing project management tools like Trello and Slack, so that I can automate data flow between platforms and reduce manual entry.
Given that the Sustainability Metrics Dashboard is connected to Trello, when I update a project task in Trello, then the corresponding sustainability metric should automatically update in the Dashboard.
As a site supervisor, I need to ensure that the Sustainability Metrics Dashboard pulls live data from our energy management system, so that I can track energy usage in real-time and adjust our strategies accordingly.
Given that the energy management system is operational, when I access the Sustainability Metrics Dashboard, then I should see real-time energy usage data reflected accurately without any delay.
As a stakeholder, I want to be able to export sustainability metrics reports in CSV format, so that I can easily share insights with my team for further analysis.
Given that I have selected the metrics I want to analyze, when I click the 'Export' button, then a CSV file should be generated and ready for download with only my selected metrics included.
As a compliance officer, I want the Dashboard to automatically update compliance metrics based on regulatory changes, ensuring that all data displayed is up to date and accurate for reporting.
Given that there has been a change in regulations, when I refresh the Sustainability Metrics Dashboard, then I should see an updated compliance section reflecting the latest standards without manual input.
As an administrator, I aim to set permissions for team members based on their roles, ensuring they can only access relevant sustainability metrics within the Dashboard.
Given that I have configured user roles, when a team member logs in, then they should only see metrics and data that correspond to their assigned role without access to restricted areas.
Eco-Friendly Material Suggestions
An intelligent recommendation engine that suggests environmentally friendly materials based on project requirements and sustainability goals. This feature aids architects and contractors in selecting sustainable alternatives, promoting greener construction practices.
Requirements
Eco-Material Database Integration
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User Story
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As an architect, I want access to a database of eco-friendly materials so that I can choose sustainable options that meet my project’s environmental goals.
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Description
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The Eco-Material Database Integration requirement involves the creation of a comprehensive database of environmentally friendly materials, including their properties, availability, and estimated costs. This database will feed the intelligent recommendation engine, allowing users to access relevant and up-to-date options for sustainable materials throughout their project. The integration also requires seamless interaction with existing features in ClariCon for easy access and visibility, ensuring users consider eco-friendly options during the planning phase, thereby contributing to goals of sustainability and resource efficiency.
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Acceptance Criteria
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User accesses the eco-material database to find suitable environmentally friendly materials for a construction project.
Given the user is logged into ClariCon, when they navigate to the Eco-Material Database, then they should see a list of available eco-friendly materials categorized by properties, availability, and estimated costs.
User filters eco-friendly materials based on specific project requirements such as material type, cost range, and sustainability ratings.
Given the user is on the Eco-Material Database page, when they apply filters for material type, cost range, and sustainability rating, then the system should display only those materials that meet the specified criteria.
User selects an eco-friendly material from the database to include in their project planning.
Given the user has found an eco-friendly material of interest, when they click on the material, then the system should show detailed information about the material, including properties, supplier information, and recommendations for similar materials.
User integrates eco-friendly materials into a construction project plan within ClariCon.
Given the user has selected eco-friendly materials, when they add these materials to their project plan, then the system should successfully update the project details and log the materials as part of the project resources.
User looks to review past project plans that utilized eco-friendly materials.
Given the user accesses the past project plans section, when they filter by projects that included eco-friendly materials, then the system should display a list of relevant projects with details on the materials used and their impact on sustainability.
User receives suggestions for eco-friendly materials based on the current project's requirements.
Given the user is in the project planning phase, when they specify project parameters, then the recommendation engine should suggest at least three suitable eco-friendly materials that align with the project's sustainability goals.
User-Friendly Recommendation Interface
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User Story
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As a contractor, I want an easy-to-use interface for material recommendations so that I can quickly determine suitable eco-friendly options for my construction project.
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Description
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The User-Friendly Recommendation Interface requirement focuses on designing an intuitive and interactive user interface that presents material suggestions based on user input and project metrics. The interface must clearly display advantages of the recommended materials, such as sustainability scores, cost-effectiveness, and compatibility with project specifications. It will enhance user experience by allowing easy navigation and comprehension of the suggestions, enabling users to make informed decisions quickly and confidently.
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Acceptance Criteria
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As a project manager, I want to access the user-friendly recommendation interface during the planning phase of a construction project, so I can select environmentally friendly materials based on my project goals and metrics.
Given the project specifications have been entered, when I access the material recommendation interface, then I should see a list of at least five eco-friendly materials with associated sustainability scores and costs displayed clearly.
As an architect, I need the recommendation interface to provide detailed information on each suggested material, allowing me to compare their benefits to aid in decision-making.
Given I have selected a material from the recommendation list, when I click on it, then I should be prompted with a detailed pop-up displaying its sustainability score, cost-effectiveness, and compatibility with my project specifications.
As a contractor, I want the interface to be intuitive and easy to navigate, enabling quick access to material suggestions without extensive training.
Given I am a new user of the recommendation interface, when I navigate through the interface, then I should be able to find material suggestions within three clicks from the main dashboard, demonstrating a user-friendly design.
As a sustainability officer, I want to ensure that the material suggestions prioritize not only eco-friendliness but also availability and practicality in local markets.
Given the project location has been specified, when the recommendations are generated, then they should include at least two materials that are available locally and have a sustainability score above 75%.
As a user, I need the interface to allow for the quick filtering of materials based on specific criteria such as cost, sustainability score, or material type to make informed decisions efficiently.
Given I am on the recommendation interface, when I apply filters for cost and sustainability score, then the results should update instantly to reflect only those materials that meet my criteria within five seconds.
As a project manager, I want the interface to remember my previous selections and preferences for material recommendations in future projects.
Given I have made material selections in a previous project, when I start a new project and open the recommendation interface, then I should see my previously selected materials highlighted as preferred options for easy access.
As a user, I need comprehensive support documentation and guidance available within the interface to help me understand the recommendations.
Given I have accessed the recommendation interface, when I look for help documentation, then I should find a clearly labeled help section that includes usage tutorials and FAQ options within two clicks from the main interface.
Sustainability Goal Alignment
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User Story
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As a project manager, I want to set sustainability goals for my project so that I can track our progress and ensure we meet our environmental objectives.
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Description
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The Sustainability Goal Alignment requirement will establish functionality that allows users to set specific sustainability targets for their projects, such as reducing carbon footprint or using a certain percentage of eco-friendly materials. The intelligent recommendation engine will then filter suggestions according to these goals, allowing the project team to achieve desired sustainability levels. This alignment ensures that project objectives and eco-friendly material selections are integrated and measurable.
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Acceptance Criteria
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Setting Specific Sustainability Targets for a Project
Given a project with sustainability goals, When a user inputs specific targets such as 'reduce carbon footprint by 20%' or 'use 50% eco-friendly materials', Then the system should save these targets and prompt the intelligent recommendation engine to filter material suggestions accordingly.
Filtering Material Suggestions Based on Sustainability Goals
Given a project with set sustainability targets, When the user requests material suggestions, Then the recommendation engine should display a list of eco-friendly materials that meet or exceed the specified sustainability goals.
Verifying the Impact of Suggested Materials on Sustainability Goals
Given a list of recommended eco-friendly materials, When the user selects a material, Then the system should provide an impact analysis showing how the selection contributes towards achieving the specified sustainability targets (e.g., carbon savings, percentage of eco-friendly materials used).
User Notifications for Goal Alignment
Given a project with set sustainability targets, When the user deviates from using suggested eco-friendly materials, Then the system should notify the user of the deviation and prompt them to reconsider their material choices based on sustainability impacts.
Generating Reports on Sustainability Goal Achievement
Given a completed project, When the user requests a sustainability report, Then the system should generate a report detailing the targets set, materials used, and the degree of achievement against the sustainability goals.
Integrating User Feedback for Material Suggestions
Given the current material suggestions in the system, When a user provides feedback on those suggestions regarding their effectiveness, Then the system should update the material recommendation algorithm to enhance future suggestions based on user experiences.
Material Comparison Tool
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User Story
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As a contractor, I want to compare different eco-friendly materials so that I can make the best choice for my project based on various factors.
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Description
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The Material Comparison Tool requirement outlines the creation of a feature that enables users to compare different eco-friendly materials side-by-side, including factors such as cost, sustainability ratings, and durability. This tool will empower architects and contractors to evaluate their options effectively and make the most informed decisions tailored to their project needs. Users will benefit from comparative visuals and evaluation metrics, enhancing transparency and fostering a more informed selection process.
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Acceptance Criteria
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User initiates a material comparison by selecting at least two eco-friendly materials from the database and navigating to the comparison tool.
Given the user has selected two eco-friendly materials, when they click on the 'Compare' button, then the system displays a side-by-side comparison of both materials including cost, sustainability ratings, and durability.
User accesses the Material Comparison Tool and applies filters to narrow down material options based on specific project requirements.
Given the user has applied filters for material type and sustainability criteria, when they view the material options, then the comparison tool shows only results that meet the selected filters.
User examines the comparative visuals and metrics displayed for selected eco-friendly materials in the comparison tool.
Given the user is viewing the comparison results, when they focus on the comparison table, then the metrics for sustainability ratings, cost, and durability are clearly visible and correctly calculated based on user selections.
User engages with a material comparison table, seeking to learn more about specific materials by viewing detailed descriptions and ratings.
Given the user has a comparison table open, when they hover over or click on a material name, then detailed information appears, including definitions of sustainability ratings and material sources.
User intends to save their material comparison results for future reference or to share with colleagues.
Given the user has completed a material comparison, when they click on the ‘Save’ option, then the system allows them to save their comparison for later access and provides an option to share it via email or internal channels.
User's access to the comparison tool is evaluated based on their role within the project management software to ensure appropriate authority.
Given the user logs in to ClariCon, when they attempt to access the Material Comparison Tool, then the system verifies their role and either grants or denies access based on predefined user permissions.
Expert Consultation Integration
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User Story
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As an architect, I want to consult with sustainability experts for material selection so that I can ensure my choices align with best practices in the industry.
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Description
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The Expert Consultation Integration requirement facilitates the inclusion of specialized consultants who can provide advice and insights into selecting eco-friendly materials. A consultation feature will be integrated within the platform allowing users to book appointments or request input directly related to material suggestions. This adds valuable human expertise to the data-driven recommendations, assuring users that they are making the right decisions based on comprehensive evaluations.
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Acceptance Criteria
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User books an appointment with an eco-friendly material expert through the ClariCon platform.
Given that a user is logged into the ClariCon platform, when they navigate to the Eco-Friendly Material Suggestions feature and select 'Book Appointment', then they should be able to view available consultation slots and successfully book one with the selected expert.
User receives confirmation of their appointment after booking an expert consultation.
Given that a user has successfully booked an appointment, when the booking process is completed, then they should receive a confirmation email and an in-app notification detailing the date, time, and expert of the consultation.
User can request insights from an expert regarding specific sustainable materials for their project.
Given that the user is reviewing material suggestions, when they click on 'Request Expert Insight', then a form should appear allowing them to submit their project details and specific questions regarding the eco-friendly materials.
User can view the history of their consultation requests and appointments.
Given that a user is logged into the ClariCon platform, when they navigate to their profile and select 'Consultation History', then they should see a list of all past and upcoming consultations with details including dates, experts, and topics discussed.
Expert can access user consultation requests and respond with suggestions.
Given that an expert has logged into the ClariCon platform, when they navigate to their dashboard, then they should see a list of consultation requests from users that they can respond to, complete with project details and user questions.
User can provide feedback on their consultation experience.
Given that the consultation has been completed, when the user navigates to the consultation summary page, then they should be prompted to rate their experience and leave comments for the expert.
User can cancel a scheduled consultation appointment.
Given that a user has a scheduled appointment, when they go to 'My Appointments' and select the option to cancel, then they should successfully cancel the appointment and receive a confirmation of cancellation via email.
Feedback Mechanism for Suggestions
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User Story
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As a project manager, I want to give feedback on eco-friendly material suggestions so that future recommendations can be improved based on real-world results.
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Description
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The Feedback Mechanism for Suggestions requirement involves implementing a system that allows users to provide feedback on material recommendations and their performance after project completion. This feedback loop will help improve the recommendation engine by learning from user experiences, refining future suggestions and solidifying a culture of continuous improvement in material selection practices, tailored to real-world application and effectiveness.
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Acceptance Criteria
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User provides feedback on eco-friendly material recommendations after project completion.
Given a project that utilized eco-friendly materials, when a user accesses the feedback mechanism, then the user should be able to submit specific feedback on material performance, usability, and sustainability.
System aggregates feedback from multiple users for reporting purposes.
Given multiple users have provided feedback on various eco-friendly materials, when a report is generated, then the system should display a summary of feedback trends for each material, including average ratings and comments received.
User receives confirmation after successfully submitting feedback.
Given a user submits feedback on material recommendations, when the submission is successful, then the user should receive a confirmation message indicating that their feedback has been recorded successfully.
Feedback data is analyzed to improve material suggestions.
Given that feedback has been collected over a period of time, when the feedback is analyzed, then the system should suggest at least three improvements for the recommendation engine based on user inputs and identified trends.
Users can edit feedback after submission within a specific timeframe.
Given a user wishes to update their submitted feedback, when they access their feedback within 30 days of submission, then they should be able to edit their feedback and resubmit it successfully.
Feedback mechanism is integrated with user profiles for tracking.
Given a user submits feedback on material recommendations, when viewing their profile, then the user should see a history of their feedback submissions alongside any responses from the system.
Notifications are sent to users when feedback implement changes are made based on their input.
Given that feedback has resulted in a change to material recommendations, when changes are implemented, then users who provided relevant feedback should receive a notification outlining the changes made.
Compliance Reporting Tool
A streamlined reporting tool that enables users to generate comprehensive reports on environmental compliance metrics, waste management practices, and energy efficiency measures. This feature simplifies documentation and facilitates stakeholder communication, ensuring transparency and accountability in sustainability efforts.
Requirements
Automated Report Generation
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User Story
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As a project manager, I want to quickly generate compliance reports so that I can efficiently communicate our sustainability efforts to stakeholders without extensive manual work.
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Description
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This requirement focuses on developing an automated report generation system that compiles and presents environmental compliance metrics, waste management statistics, and energy efficiency measures in a comprehensive and visually appealing format. The functionality will eliminate the manual effort involved in compiling reports, saving time and reducing the likelihood of human error. By integrating with ClariCon's existing project management tools, users will have real-time access to compliance data, enabling better decision-making and improving transparency with stakeholders. Ultimately, this tool aims to enhance the sustainability reporting process, making it easier for project managers to demonstrate compliance and uphold their organization’s commitment to environmental responsibility.
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Acceptance Criteria
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As a project manager, I want to generate an automated report for compliance metrics at the end of each month so that I can present accurate data to stakeholders without delays.
Given that the report generation feature is enabled, when the project manager selects the 'Generate Compliance Report' option for the month, then the system should produce a report within 5 minutes that includes all required metrics for environmental compliance, waste management, and energy efficiency.
As a site supervisor, I need to coordinate data from different projects quickly, so I want the automated report to integrate seamlessly with existing project management tools.
Given that project data is available in ClariCon, when the report generation is initiated, then the system should automatically pull data from all relevant projects and consolidate it into a single report without needing manual input.
As a compliance officer, I need to ensure the generated reports are accurate and comply with regulatory standards before submission to authorities.
Given that a compliance report has been generated, when the compliance officer reviews the report, then all data must align with the latest environmental regulations and standards, and the report should pass a validation check against these requirements.
As a user, I want to have the option to customize the report format to suit the needs of different stakeholders.
Given that the user is within the report generation interface, when they select 'Customize Report Format', then they should have the ability to choose from at least three different formats (PDF, Excel, Word) for the final report output.
As a project manager, I want to ensure transparency in reporting, so I need the automated report to include a log of data sources and timestamps.
Given that the report has been generated, when the project manager reviews the report, then there should be a visible section that lists all data sources with timestamps that were used in creating the report.
As a project manager, I want to share the automated report with stakeholders via email directly from the system.
Given that the compliance report has been generated, when the project manager clicks the 'Share via Email' button, then the report should be successfully sent to specified stakeholders with a confirmation message displayed on the screen.
Customizable Reporting Templates
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User Story
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As a compliance officer, I want to create custom report templates that meet my project's unique requirements so that I can ensure our reporting aligns with various stakeholder expectations and standards.
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Description
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This requirement enables users to create and utilize customizable reporting templates that can be tailored to specific project needs regarding environmental compliance and sustainability measures. Users will have the ability to define parameters such as key metrics, data sources, and visual formats, allowing for flexibility in presentation and content. The customizable templates will not only streamline the reporting process but will also ensure that all relevant information is captured according to organizational standards or specific project demands. Integration with the Compliance Reporting Tool will enable seamless updates in templates based on live data, enhancing the overall user experience and ensuring accuracy in reporting.
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Acceptance Criteria
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As a project manager, I want to create a customizable reporting template for environmental compliance, so that I can easily adapt the template to include specific environmental metrics required for my project.
Given that the user has access to the customizable reporting tool, when they select 'Create New Template', then they should be able to define key metrics, data sources, and visual formats for the report.
As a site supervisor, I need to update the reporting template with live data on waste management practices, ensuring that the report reflects current operations accurately.
Given that the template has been created, when the user integrates the reporting template with live data, then the template should automatically update to include the most recent data on waste management.
As a compliance officer, I want to share the customized report with stakeholders to demonstrate our compliance with sustainability goals, ensuring transparency in our practices.
Given that the report has been generated using the customizable reporting template, when the user selects 'Share Report', then the report should be sent to the specified stakeholders via email with all relevant data included.
As a project manager, I want to save my customizable reporting template, allowing me to reuse it for future projects with similar environmental compliance reporting needs.
Given that the user is viewing the customized report, when the user clicks on 'Save Template', then the template should be saved in the user's template library for future access.
As a user, I want to preview the customized reporting template before finalizing it, ensuring that the layout and content meet my project’s presentation standards.
Given that the user is editing the template, when they click 'Preview', then a preview of the customized reporting template should be displayed, showing how the report will look with sample data.
As a compliance manager, I need to ensure that the reporting templates adhere to organizational standards, maintaining a consistent format across all reports.
Given that the user is creating a new template, when they access the template library, then they should see an option to 'Use Existing Template', which complies with all organizational standards.
Audit Trail Feature
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User Story
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As a compliance officer, I want to have an audit trail of all compliance report actions so that I can easily demonstrate accountability and compliance during audits.
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Description
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This requirement introduces an audit trail feature that logs all actions taken in the Compliance Reporting Tool, including data inputs, edits, and report generations. This ensures accountability and traceability of all compliance-related activities. The audit trail will provide project managers and compliance officers with a comprehensive history of changes and actions, facilitating better oversight and adherence to regulatory standards. By having a clear record of documentation and revisions, organizations can improve their audit readiness and demonstrate due diligence in their compliance efforts, thus strengthening stakeholder trust.
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Acceptance Criteria
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Logging a New Compliance Metric Record.
Given a user is logged into the Compliance Reporting Tool, when they input a new compliance metric and save it, then the audit trail should log the user ID, timestamp, and details of the new entry.
Editing an Existing Compliance Metric Record.
Given a user is viewing the details of an existing compliance metric entry in the Compliance Reporting Tool, when they edit the entry and save the changes, then the audit trail must log the user ID, timestamp, and a summary of changes made.
Generating a Compliance Report.
Given a user is generating a compliance report from the Compliance Reporting Tool, when the report is successfully generated, then the audit trail must log the user ID, report type, and timestamp of the report generation.
Reviewing the Audit Trail Logs.
Given a user with appropriate permissions is accessing the audit trail section of the Compliance Reporting Tool, when they request to view the logs, then they should see a comprehensive list of all recorded actions with user IDs, timestamps, and action details.
Deleting a Compliance Metric Record.
Given a user is logged into the Compliance Reporting Tool and attempts to delete a compliance metric entry, when the deletion is confirmed, then the audit trail should log the user ID, timestamp, and detail of the deleted entry indicating a deletion action.
Searching the Audit Trail for Specific Events.
Given a user is in the audit trail section of the Compliance Reporting Tool, when they search for specific events using filters (e.g., date range, user ID, action type), then the tool should return a precise list of relevant logs that match the search criteria.
Integration with External Compliance Standards
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User Story
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As a project manager, I want the Compliance Reporting Tool to automatically align with external compliance standards so that I can ensure our reports are always compliant with the latest regulations.
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Description
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This requirement focuses on enabling the Compliance Reporting Tool to integrate with external databases and frameworks of environmental and sustainability regulations. By providing connections to existing compliance standards and benchmarks, users will be able to automatically align their reports with the latest legal requirements and industry standards. This integration will simplify the compliance tracking process, ensuring that all reports are accurate and up to date with relevant regulations, thus reducing the risk of non-compliance and associated penalties.
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Acceptance Criteria
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Integration with External Compliance Standards - User Access to Compliance Reports
Given a user has access to the Compliance Reporting Tool, When they initiate a request to generate a report, Then the system must fetch and display the latest external compliance standards relevant to the user's project.
Integration with External Compliance Standards - Automatic Updates
Given the Compliance Reporting Tool is connected to external databases, When new compliance standards are released, Then the tool should automatically update its integration with the latest standards without requiring user intervention.
Integration with External Compliance Standards - Report Accuracy Verification
Given a compliance report has been generated, When the user reviews the report details against the external compliance standards, Then all relevant sections must align accurately with the latest regulations to ensure compliance. If discrepancies exist, they must be highlighted.
Integration with External Compliance Standards - User Notifications
Given the Compliance Reporting Tool is integrated with external standards, When the integration detects changes in compliance standards, Then all relevant users should receive notifications to inform them of the changes.
Integration with External Compliance Standards - Performance Load Testing
Given multiple users are generating compliance reports simultaneously, When the system is under load, Then it must maintain a response time of less than 3 seconds for generating reports to ensure usability.
Integration with External Compliance Standards - Data Security Checks
Given the Compliance Reporting Tool integrates with external databases, When data is transmitted, Then all data must be encrypted in transit and at rest to ensure compliance with data protection regulations.
Integration with External Compliance Standards - Stakeholder Report Access
Given a compliance report is generated in the Compliance Reporting Tool, When stakeholders are given access, Then they must only access the sections pertaining to their roles and permissions, ensuring controlled access to sensitive information.
Data Visualization Tools
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User Story
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As a project manager, I want to visualize compliance data through graphs and charts so that I can present information clearly and effectively to stakeholders.
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Description
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This requirement invests in the development of advanced data visualization tools that facilitate the graphical representation of compliance data. Users will be able to transform raw data into clear, easy-to-understand charts and graphs, making it easier to analyze trends in waste management and energy consumption. The ability to visualize data will enable project managers to present findings transparently to stakeholders, fostering a better understanding of compliance metrics and the overall efficacy of sustainability initiatives. Enhanced data visualization will play a crucial role in driving data-informed decision-making within the organization.
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Acceptance Criteria
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As a project manager, I want to generate a report using the data visualization tools to analyze the compliance metrics for the waste management practices over the last quarter.
Given I have selected the compliance reporting tool, when I choose the time period and relevant metrics, then I should be able to generate a graphical report that includes at least three different chart types (bar, line, pie) representing the waste management compliance data.
As a site supervisor, I want to visualize energy consumption data so I can quickly identify trends and anomalies during the monthly review meeting with stakeholders.
Given I have accessed the data visualization tools, when I input the energy consumption data for the past six months, then I should see a clear line graph that shows monthly consumption with annotations for any significant spikes or reductions.
As an environmental consultant, I need to present a summary of compliance metrics to a group of stakeholders, using data visualizations to enhance understanding and transparency.
Given I have compiled all required data, when I create a presentation using the data visualization tools, then I should include at least 5 relevant visuals that effectively communicate compliance metrics and actionable insights, with accompanying explanations.
As a project analyst, I want to generate a compliance report that outlines key energy efficiency measures and their impacts, utilizing graphical data representations for better clarity.
Given I have prepared an analysis of energy efficiency measures, when I use the data visualization tools to create the report, then it must include histograms that compare the before-and-after impact of the measures implemented.
As a project manager, I want the ability to export the data visualizations created in reports to share with external stakeholders easily.
Given I generated a report with data visualizations, when I choose the export option, then I should be able to save the report in at least two formats (PDF and Excel) without loss of quality in charts and graphs.
3D Model Viewer
An interactive tool that allows users to upload, share, and manipulate 3D models in real-time during virtual meetings. This feature enhances collaboration by enabling team members to visualize designs and construction plans from different angles, facilitating better understanding and feedback.
Requirements
Real-time 3D Model Interaction
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User Story
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As a project manager, I want to upload and manipulate 3D models during meetings so that I can visually demonstrate design changes and improve team collaboration.
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Description
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The 3D Model Viewer must support real-time interaction with uploaded 3D models, allowing users to rotate, zoom, and navigate the models seamlessly. This interaction will enhance user engagement and facilitate better understanding during discussions. Team members can manipulate the view to focus on specific details or aspects of the design, leading to more informed feedback and collaborative decision-making. The implementation will require robust rendering capabilities and efficient data handling to ensure smooth performance. Furthermore, the feature should integrate with existing video conferencing tools within ClariCon, allowing for an uninterrupted transition between discussions and 3D model presentations. Expected outcomes include improved clarity in design discussions and increased collaborative effort among team members, ultimately impacting project efficiency positively.
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Acceptance Criteria
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Real-time 3D model manipulation during a project design review meeting.
Given that a user is in a video conference, when they upload a 3D model, then all participants can simultaneously rotate, zoom, and navigate the model in real-time without lag.
Interactive feedback session while discussing construction plans using the 3D Model Viewer.
Given that a user is manipulating the 3D model, when team members provide input or ask questions, then the model updates seamlessly based on shared perspectives with zero performance drops.
Demonstrating the 3D model features in a training session for new users.
Given new users are being trained on the 3D Model Viewer, when they use the rotation and zoom functionalities, then they should be able to easily understand and navigate the model within 5 minutes of instruction.
Collaborative design modifications during a virtual planning session.
Given users are discussing design changes, when one user makes adjustments to the model, then all participants see those changes in real-time without any delay or refresh needed.
Integrating 3D Model Viewer with popular video conferencing tools.
Given a user initiates a meeting using an integrated video conferencing tool, when they present a 3D model, then the transition should occur seamlessly with no interruptions or significant loading times.
Performance testing under simultaneous connections with multiple users.
Given there are more than five users interacting with the model, when they engage in actions like zooming and rotating in real-time, then the application must maintain a frame rate of at least 30 fps without any hiccups.
Accessibility features for users with disabilities during meetings.
Given that accessibility options are enabled, when a user interacts with the 3D model, then all controls should be operable via keyboard shortcuts and screen readers should accurately narrate model details.
Model File Compatibility
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User Story
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As a site supervisor, I want to upload different types of 3D model files so that I can utilize existing models in our project discussions with minimal hassle.
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Description
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The 3D Model Viewer must support various file formats for 3D models, including but not limited to .fbx, .obj, .stl, and .3ds. This requirement ensures that users can upload models created from different software without needing to convert files. By accommodating a wide array of file formats, the feature will enhance versatility and usability, allowing users to integrate existing project files seamlessly into ClariCon. This implementation involves ensuring that the backend can handle the conversion and rendering processes for different formats effectively without sacrificing performance. The expected outcome is increased user satisfaction from the flexibility provided, enabling smoother workflows and greater adoption of the 3D tool.
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Acceptance Criteria
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User uploads a .fbx file to the 3D Model Viewer during a virtual meeting.
Given the user is on the 3D Model Viewer page, when they select and upload a .fbx file, then the file should successfully load without errors, and the user should be able to manipulate the model in real-time.
User uploads a .obj file to the 3D Model Viewer.
Given the user is on the 3D Model Viewer page, when they select and upload a .obj file, then the file should successfully load in under 5 seconds, and the user should be able to interact with the model instantly.
User tries to upload a .stl file that exceeds the maximum file size limit.
Given the user is on the 3D Model Viewer page, when they attempt to upload a .stl file larger than the specified maximum size, then the user should see an error message indicating that the file is too large and the upload should be rejected.
User shares a 3D model during a collaborative virtual meeting.
Given the user has successfully uploaded a 3D model, when they share the model with meeting participants, then all participants should be able to view and manipulate the model simultaneously without lag or performance issues.
User uploads a .3ds file and receives feedback from team members.
Given the user is on the 3D Model Viewer page, when they upload a .3ds file, then the file should load correctly, and team members should be able to provide feedback on the model's features through annotations in real-time.
User integrates a 3D model from a different software package that is not officially supported.
Given the user attempts to upload a model from a different software package, when the upload is processed, then the system should inform the user of any incompatibilities and suggest compatible formats while still allowing limited visualization of the model if possible.
Collaboration Features
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User Story
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As a team member, I want to annotate 3D models during our discussions so that I can provide clarity on my feedback and ensure everyone understands my perspective.
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Description
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The 3D Model Viewer must include collaboration tools that allow users to comment, annotate, and mark specific areas within the model in real-time. This feature will enable team members to provide immediate feedback and insights directly on the model, fostering better communication and reducing misunderstandings. Implementation will involve creating an interface for users to add text comments, drawings, and markers, and ensuring these annotations can be saved and revisited during future discussions. This will lead to more productive meetings, as team members can refer back to previous comments and decisions made on the models, ultimately improving project outcomes and keeping all stakeholders aligned.
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Acceptance Criteria
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Real-time annotation during a virtual design review meeting.
Given a 3D model uploaded in the viewer, when a user selects an area and adds a text comment, then the comment should be visible to all participants in real-time and should remain attached to that specific area until deleted.
Saving and retrieving annotations from previous meetings.
Given the 3D model viewer with annotations, when the user accesses the same model on a different date, then all previously made annotations should be visible and accessible for review or further editing.
Collaboration during multiple user access in a virtual meeting.
Given multiple team members are reviewing the same 3D model, when one user adds a drawing annotation, then all users should see the drawing appear on their screens within 2 seconds.
Marking specific areas for follow-up discussions.
Given a team member marks a specific area on a 3D model for future discussion, when other team members join the model later, then they should see the marked area and notes attached to it.
User roles and permissions in annotation features.
Given different user roles (admin, user, guest), when a user attempts to annotate the model, then the system should allow or restrict access to annotation features based on their role.
Notification system for new annotations during collaborative sessions.
Given a user adds a new annotation during a live virtual meeting, when this occurs, then all other participants should receive a notification visual cue indicating that an annotation has been added.
Feedback mechanism for completed annotations.
Given an annotation has been marked as 'resolved' by a user, when other users view the model, then the resolved annotation should visually indicate that it's been addressed, possibly through a color change or strikethrough effect.
User Access Control
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User Story
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As a project leader, I want to manage access to our 3D models so that I can ensure that only authorized users can view and edit sensitive information.
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Description
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Implement user access control features within the 3D Model Viewer to manage who can view, edit, or comment on uploaded models. This functionality will ensure that sensitive project information is shared only with authorized personnel, enhancing project security and privacy. The implementation will require defining user roles (e.g., viewer, editor, admin) and incorporating permissions settings that can be managed by project leaders. Expected outcomes include increased trust among team members, as sensitive data is protected, and streamlined workflows, allowing users to focus on their tasks without the risk of unauthorized changes to the models.
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Acceptance Criteria
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User Role Assignment in the 3D Model Viewer
Given that an admin user is in the User Management section, when they select a project member and assign a role (viewer, editor, admin), then the selected user receives the appropriate permissions and can access features corresponding to their role.
Real-time Permission Verification for Model Access
Given that a user is trying to access a 3D model, when they enter the 3D Model Viewer, then the system checks their assigned role and either grants or denies access based on the permissions assigned to that role.
Editing Capabilities for Authorized Users
Given that an editor has accessed a 3D model, when they make changes to the model, then those changes are saved only if the user has the 'edit' permission defined in their role.
Role-Based Comments Functionality
Given that a user with 'viewer' permissions is viewing a 3D model, when they attempt to submit a comment on the model, then the system allows their comments only if the user's role permits commenting.
Audit Trail of User Actions Within the Model Viewer
Given that a user with admin privileges wants to review actions taken in the 3D Model Viewer, when they access the Audit Trail feature, then they should see a log of all changes made by each user, including timestamps and action types.
User Notification for Permission Changes
Given that an admin modifies a user's permissions, when this action is taken, then the system automatically sends a notification to the affected user informing them of the change in their access rights.
Performance Optimization
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User Story
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As a user, I want to view and manipulate complex 3D models quickly and easily so that I can collaborate effectively without technical interruptions.
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Description
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The 3D Model Viewer must be optimized for performance to handle complex models without lagging or crashing. This requirement entails implementing efficient rendering techniques and ensuring the application can handle high polygon counts smoothly. Performance optimization is vital to maintaining user engagement, as delays can frustrate users and hinder effective collaboration. The implementation will include load testing with different model sizes and types, refining the codebase, and potentially leveraging GPU capabilities for enhanced performance. The expected outcome is a reliable, high-performance tool that can support a variety of projects without technical issues, reinforcing user confidence in the platform.
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Acceptance Criteria
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User uploads a high-polygon 3D model into the viewer during a virtual meeting to analyze design details and construction plans with team members.
Given a user uploads a 10 million polygon model, when the model is visualized, then the loading time should not exceed 5 seconds and the application should remain responsive throughout the interaction.
Users collaborate in real-time using the 3D Model Viewer, discussing adjustments to a model during a project update meeting.
Given multiple users are interacting with the same 3D model, when any user makes changes to the model, then all participants should see the updates reflected within 2 seconds without any lag.
A project manager wants to assess the performance of the 3D Model Viewer with various model complexities before a team presentation.
Given the project manager loads a series of models with varying polygon counts (1M, 5M, 10M), when each model is displayed, then there should be no crashes, and the frame rate should remain above 30 FPS for all models.
A site supervisor reviews a construction plan with a 3D model in the viewer while on a mobile device with limited processing power.
Given the site supervisor accesses the 3D Model Viewer on a mobile device, when viewing a 3D model, then the application should function without lag, ensuring model interactions are smooth and intuitive.
Multiple users are conducting a joint review using the 3D Model Viewer in a remote session to finalize design specifications.
Given users are accessing the 3D Model Viewer, when they perform simultaneous actions such as rotating or zooming the model, then their individual actions should seamlessly synchronize for all users without any delays or performance loss.
An application performance tester conducts stress tests on the 3D Model Viewer to assess its limits with extremely complex models.
Given a stress testing environment, when loading a 50 million polygon model, then the application should handle the model rendering within 10 seconds without crashing or user interface freezing.
Live Annotations
A feature enabling users to make real-time annotations on shared documents and 3D models during meetings. This fosters immediate collaboration, allowing team members to pinpoint issues, suggest improvements, and brainstorm ideas efficiently, capturing valuable insights instantly.
Requirements
Annotation Toolset
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User Story
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As a project manager, I want to be able to make real-time annotations on shared documents during meetings so that I can efficiently capture insights, highlight issues, and involve my team in brainstorming solutions on the spot.
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Description
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This requirement encompasses the development and integration of a comprehensive annotation toolset within the ClariCon platform. It should allow users to create text annotations, draw shapes, highlight areas, and insert comments directly onto shared documents and 3D models. The functionality should support various formats and should seamlessly sync across devices in real time, promoting immediate collaboration. This will enhance user interaction during meetings and provide a richer avenue for brainstorming, allowing ideas and suggestions to be captured instantly. The toolset should be intuitive and user-friendly, enabling users of all technical backgrounds to engage effectively without extensive training.
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Acceptance Criteria
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User creates a text annotation on a 3D model during a team meeting to highlight a design flaw.
Given the user is on the 3D model screen, when they select the annotation tool and type a message, then the text annotation should appear at the designated location in real-time for all participants.
A user draws a shape on a shared document to indicate an area needing further discussion during a presentation.
Given the user is viewing a shared document, when they select the shape tool and draw a shape, then the shape should be correctly displayed on the document, visible to all meeting participants immediately.
Team members insert comments on a shared document during a collaborative brainstorming session to capture ideas.
Given the user has access to the shared document, when they use the comment feature to add a note, then the comment should be logged in the comments section and visible to all other users in real-time.
A user highlights key areas in a document during a review meeting to emphasize critical points and facilitate discussion.
Given the user is reviewing the document, when they use the highlight tool, then the highlighted areas should immediately reflect on the document and be visible to all participants in real-time.
Users collaborate in real-time, discussing and modifying annotations on a shared 3D model during a review session.
Given multiple users are interacting with the 3D model, when one user modifies an existing annotation, then the updated annotation should be synchronized and displayed to all users immediately without delay.
A project manager saves annotated documents and models after a collaborative meeting for future reference.
Given the user has finished the meeting, when they save the document with annotations, then the saved version should retain all annotations and be accessible to all team members in the shared folder.
Users with varying levels of technical familiarity utilize the annotation toolset effectively during a meeting.
Given that users are from different technical backgrounds, when they engage with the annotation toolset, then at least 90% of users should successfully create and manipulate annotations without requiring additional training or assistance during the meeting.
Real-time Syncing
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User Story
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As a site supervisor, I want to see the annotations made by my colleagues in real time so that I can stay updated on discussions and contribute to the conversation without missing critical input.
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Description
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This requirement entails implementing a robust real-time syncing feature that ensures all annotations and modifications made during meetings are instantly reflected across all devices and user sessions. The goal is to eliminate latency issues and facilitate uninterrupted collaboration, with updates visible immediately to all attendees. This functionality is critical to the live annotation feature, as it maintains the flow of discussion without delays, ensuring that all stakeholders are on the same page, effectively reducing errors and miscommunication that often arise in collaborative environments.
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Acceptance Criteria
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User A makes an annotation on a document during a project meeting, and User B, who is attending remotely, should see this annotation in real-time without any delays.
Given User A makes an annotation, when User B is connected to the same document, then User B should see the annotation appear instantly.
A user modifies an existing annotation during a meeting, and all other participants must see this modification reflected immediately across their devices.
Given a user modifies an annotation, when other users are connected to the document, then they should see the updated annotation without any lag.
Users are discussing a 3D model and one user highlights a specific area. All attendees must be able to view this highlight in real-time, regardless of their device.
Given a user highlights an area of the 3D model, when other users are analyzing the same model, then they should see the highlight instantly, regardless of their access device.
During a meeting, a user adds comments to an annotation. All users must receive a notification of the new comment in real-time.
Given a user adds comments to an annotation, when other users are viewing the document or model, then they should receive notifications of the new comment immediately.
Several users are collaborating on a shared document, and each user makes annotations simultaneously. All users should see each other's annotations appearing live.
Given multiple users annotate simultaneously, when each user submits their annotations, then all users should see every annotation in real-time with no missed updates.
A team member disconnects from the meeting and reconnects later. They should see all annotations made during their absence updated in real-time when they reconnect.
Given a user disconnects and reconnects later, when they rejoin, then they should see all annotations made during their absence reflected accurately and in real-time.
Version Control
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User Story
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As a team member, I want to access the history of annotations and document revisions so that I can review past discussions and decisions, ensuring that our project stays on track.
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Description
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This requirement focuses on implementing a version control system for the annotated documents and models. It should allow users to easily track changes, revert to previous versions, and manage multiple iterations of the same document or model. This is essential for maintaining a clear record of discussions and decisions made during project meetings, ensuring that all changes are accounted for and can be properly reviewed in the future. The version control will also aid in auditing processes and provide transparency, allowing users to see who made each change and when, enhancing accountability.
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Acceptance Criteria
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Users must be able to access the version history of annotated documents and models during project meetings to review changes made by team members.
Given a document with annotations, when the user selects 'Version History', then the system should display a chronological list of all versions, including timestamps and user identifiers for each change.
Users need to revert to a previous version of a document or model if an annotation is deemed incorrect or unnecessary during a meeting.
Given a document with multiple versions, when the user selects a previous version and clicks 'Revert', then the system should replace the current version with the selected version and notify all team members of this change.
Team members should be able to see who made the last changes to a document or model to enhance accountability during discussions.
Given a document with recent annotations, when the user views the current version, then the system should display the most recent annotator's name and the timestamp of the last change at the top of the document.
Users need to manage multiple iterations of the same document or model without confusion over the latest version.
Given a document that has undergone several revisions, when the user opens the document, then the system should clearly indicate the current version and allow access to previous versions without mixing them up.
Auditors must be able to review all changes made to annotated documents and models to ensure compliance with project documentation standards.
Given a specific document under audit, when the auditor accesses the version control system, then the system should present a full log of changes with details such as user, date, and nature of the change for each version.
Users should be able to collaborate effectively by instantly seeing live annotations and their respective versions during team discussions.
Given a shared document being annotated in real-time, when new annotations are made, then all users accessing the document should see these annotations appear immediately with version indicators.
Team members must receive notifications about changes made to documents or models to keep everyone up to date.
Given that a document has been updated, when the user completes an annotation, then each member involved in the document should receive a notification detailing the changes made along with who made them.
User Permissions
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User Story
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As a project administrator, I want to manage user permissions for document annotations so that I can control access and ensure that only the right team members can make changes to critical project documents.
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Description
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This requirement involves creating a user permissions system that allows project administrators to control who can view, edit, or comment on annotations in shared documents and models. Different roles should have varying levels of access and capabilities to ensure that sensitive information is protected while still fostering collaboration. This feature will enhance security and data integrity, ensuring that only authorized users can modify documents and preventing unauthorized changes that could impact project progress.
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Acceptance Criteria
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User Permissions to Restrict Editing of Annotations
Given a project administrator is logged in, when they set a user role to 'viewer', then that user should not be able to edit any annotations on the shared documents or models.
User Permissions for Commenting on Annotations
Given a project administrator is logged in, when they assign another user the role of 'commenter', then that user should be able to add comments to annotations but not edit or delete them.
Role-Based Access Control for Sensitive Information
Given a project administrator sets specific roles, when a user with 'editor' permissions accesses a document with sensitive information, then they should have the ability to edit, but users with 'viewer' permissions should not see sensitive sections.
Audit Log for Annotation Permission Changes
Given a project administrator modifies user permissions, when they review the audit log, then the log should reflect all changes made to user permissions with timestamps and user actions.
User Experience Feedback for Permission Settings
Given a project administrator is configuring user permissions during a workflow, when they attempt to save the permissions configuration, then an error message should appear if any required fields are left blank.
Notifications for Permission Changes
Given a user has their permissions modified by a project administrator, when the change occurs, then an email notification should be sent to the affected user informing them of their new access level.
Testing Default Permissions on New Users
Given a new user account is created by a project administrator, when the account is set up, then that user should receive default permissions as defined by the project settings.
Feedback Loop
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User Story
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As a team member, I want to provide feedback on my colleagues' annotations so that I can contribute to the discussion, clarify points, and help improve our project outcomes.
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Description
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This requirement focuses on integrating a feedback mechanism within the annotation feature that allows team members to respond to annotations and comments. Users should be able to like, reply to, or indicate the status of each annotation, fostering an interactive and collaborative environment. This will help capture the team’s responses to suggestions or issues raised during meetings, promoting a culture of continuous improvement and ensuring that all voices are heard in the project management process.
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Acceptance Criteria
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Team members discuss a shared document during a live meeting, using the Live Annotations feature to point out specific areas for improvement.
Given an annotation is created on a shared document, when another user views the document, then they should be able to see the annotation and interact with it by liking or replying.
During a collaborative design review session, users annotate a 3D model and provide feedback on various elements of the design.
Given that multiple annotations have been made, when a user chooses to like an annotation, then the like count for that annotation should increase by one.
After a meeting, a project manager reviews the annotations made during the session to summarize feedback and next steps.
Given that an annotation has been marked 'resolved' by a user, when another project member views the annotation, then it should display an updated status indicating it has been addressed.
In a follow-up meeting, team members discuss previously made annotations and their responses to suggestions.
Given multiple replies to an annotation, when a user clicks on a specific annotation, then they should be able to view all replies associated with that annotation in a threaded format.
A user wants to ensure they have comprehensively addressed feedback on several annotations made during a design review.
Given a user has made comments on an annotation, when they check the annotation's status, then it should indicate whether their comment has been replied to or liked by others.
During a project retro meeting, the team evaluates the usefulness of the feedback captured through annotations.
Given that annotations have received multiple interactions, when the project manager generates a summary report, then it should include metrics on the number of likes and replies for each annotation.
Integrated Chat & Video
A built-in chat and video communication system that allows team members to communicate seamlessly alongside shared content. By eliminating the need for separate communication tools, this feature enhances workflow and keeps all project discussions in one accessible location.
Requirements
Seamless Chat Functionality
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User Story
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As a project manager, I want to have an integrated chat system so that my team can communicate instantly without needing to switch between different tools, which will help us stay on track and address issues quickly.
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Description
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Develop a fully integrated chat system that allows team members to send and receive messages in real-time while working on shared content. This chat should support both one-on-one and group conversations, enabling quick communication about project specifics. The chat feature will enhance collaboration by keeping discussions within the context of the projects being managed in ClariCon, reducing the need for third-party messaging applications. It should also include features like message notifications, direct links to related tasks and documents, and the ability to pin important messages for easy access. Implementation of this chat functionality will streamline communication processes, thus increasing overall team productivity and reducing response times.
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Acceptance Criteria
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User initiates a one-on-one chat to discuss a specific task with a teammate while they are reviewing the task details in ClariCon.
Given that the user is on the task details page, when they click on the chat icon, then they should be able to select a teammate, initiate a conversation, and send messages in real-time.
A project manager uses the group chat feature to communicate with the entire project team while conducting an inspection of the site.
Given that the project manager has created a group chat for the project team, when they send a message to the group, then all members should receive notifications and have the ability to reply in real-time within the chat interface.
A team member needs to quickly access a pinned message during a project meeting while using the chat feature in ClariCon.
Given that important messages can be pinned, when the user accesses the chat, then they should be able to view and access pinned messages easily at the top of the chat window.
A team supervisor wants to reference related documents during a chat conversation with a colleague.
Given that the chat feature allows for sharing documents, when the user clicks on the attach icon, then they should be able to browse and link documents related to the project directly in the chat.
A user wants to ensure they do not miss important messages in the chat while working on other tasks.
Given that message notifications are enabled, when a new message arrives in the chat, then the user should receive a visual and audio notification, regardless of the current active window in ClariCon.
A site supervisor wants to ensure communication remains within the context of the project.
Given that the chat system is integrated with project details, when the site supervisor opens the chat window, then the header should display the current project name for clarity and context.
Video Conferencing Integration
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User Story
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As a site supervisor, I want to initiate video calls within ClariCon so that I can discuss project updates with my team in real time without needing to use a separate service, enhancing our coordination.
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Description
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Implement a video conferencing tool that is integrated within the ClariCon platform, allowing team members to initiate and join video calls directly from project pages. This feature should support HD video quality and have capabilities for screen sharing, recording sessions, and adding multiple participants to a call. By allowing video communication directly within the context of project management, it will enhance engagement during discussions, improve decision-making, and facilitate clearer communication among remote teams. This integration will replace the need for external video conferencing services and allow team members to discuss project updates visually, right alongside their project tasks and deadlines.
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Acceptance Criteria
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Team members on a construction project access the ClariCon platform to initiate a video conference for a scheduled project update meeting. They should be able to start the call from the project page where all relevant documents are located, facilitating real-time discussions and decisions.
Given a project page is open, when a user clicks on the 'Start Video Call' button, then a video conferencing window should open with HD video quality and an option to add participants.
During a project briefing, a team member shares their screen to present the latest project timeline and updates while simultaneously engaging in discussion with other participants through video conferencing.
Given a video call is in progress, when a user clicks on the 'Share Screen' button, then the selected screen should be visible to all participants without any significant delay or quality loss.
A project manager needs to record a video conference session for team members who cannot attend. This feature should allow them to capture both audio and video for future reference.
Given that the video call is active, when the 'Record' button is clicked, then the system should start recording the session and provide a notification to all participants that recording is in progress.
Multiple participants are expected to join a video call for a cross-team collaboration on project details. They should be able to join easily from different locations without any connectivity issues.
Given the scheduled call time has arrived, when participants click on the 'Join Video Call' link, then they should be admitted to the call without exceeding a 5-second wait time and without error messages.
A user wants to verify that video conferencing works flawlessly on different devices (laptops, tablets, and smartphones) to ensure accessibility for all team members regardless of their device.
Given a user accesses the ClariCon platform from a laptop, tablet, or smartphone, when they initiate a video call, then the video and audio quality should be clear and consistent across all devices.
After a video conferencing session, team members should have access to a summary of the meeting, including key points and action items discussed during the call.
Given a video call has ended, when the meeting summary is requested, then the system should generate and display a summary including participants, key points discussed, and assigned action items.
Shared Document Annotation
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User Story
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As a project team member, I want to annotate documents during video calls so that I can express my thoughts clearly and engage with my colleagues effectively when discussing project details.
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Description
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Create a mechanism for users to annotate shared documents directly within the chat and video system. Users should be able to highlight sections, add comments, and draw on documents in real-time during video calls or chats. This feature will allow for deeper discussions and clearer collaboration on project materials, as annotations can be made simultaneously by multiple users. This interactive element will bridge communication gaps that often arise when discussing complex documents, ensuring that all team members are on the same page during discussions.
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Acceptance Criteria
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Team members are on a video call discussing project specifications. They need to annotate a shared document to highlight specific sections that require changes and add comments for clarification.
Given a shared document is open in the integrated chat and video system, when a user highlights a section and adds a comment, then all participants should see the annotation in real-time without any delay.
During a chat session, multiple users need to draw on a shared blueprint to point out specific areas of concern or suggestions for improvements.
Given the shared document is a blueprint, when users use the drawing tool to annotate the document, then the drawn annotations should be visible to all users in real-time and remain on the document until removed.
A user wants to reference a specific part of a contract during a video call surrounded by multiple team members discussing project timelines.
Given that users can annotate a shared contract, when a user highlights a section and uses the comment feature, then all team members should be notified of the new comment and have access to the annotated section during the call.
The project manager is conducting a training session and needs to explain various parts of a project plan using real-time document annotations.
Given multiple users are in a training video call, when the project manager makes annotations on the project plan document, then those annotations should be differentiated clearly with color coding or user tagging.
A team needs to resolve overlapping comments on a shared document during a collaborative meeting.
Given multiple users can add comments to the shared document, when users submit comments on the same section, then a mechanism should merge these comments and allow users to view the comment history, ensuring everyone stays informed.
Users want to save their annotated documents for future reference and follow-up discussions.
Given a user has made annotations on a shared document, when they choose to save the document, then all annotations must be securely saved and retrievable by any participant in future sessions.
During a project review meeting, a team member needs to undo their mistake while annotating the shared project timeline.
Given a user has made an annotation, when they select the undo option, then the last annotation should be removed instantly, and all participants should see this change reflected in real-time.
User Availability Status
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User Story
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As a team member, I want to see my colleagues' availability status so that I can reach out and communicate more effectively without interrupting them during busy periods.
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Description
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Incorporate a user availability feature that shows whether team members are online, offline, or busy. This status should update in real-time and be visible within the chat system and video conferencing tool. Having this feature will help team members understand when someone is available for communication and help reduce interruptions during focused work hours. It aims to foster a more cohesive workflow and support better time management among teams, ultimately enhancing overall productivity.
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Acceptance Criteria
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User Availability Status during Team Meetings
Given that a user is in a video call, when their availability status changes to 'Busy', then other team members should see this status in real-time within the chat and video conferencing tool.
Real-Time Status Update
Given that a user changes their availability status, when the status is updated, then all team members should see the change reflected in their chat interface within 5 seconds.
User Status Visibility
Given that a user is online, when other team members view their chat, then the user should be displayed as 'Online' within the availability status indicator.
Transition from Online to Offline Status
Given that a user logs out of the system, when their status is updated to 'Offline', then all team members should be notified of the change in status within 5 seconds.
Busy Status During Task Assignments
Given that a user is marked as 'Busy', when another team member attempts to assign a task to them, then a notification should inform the requester that the user is currently unavailable to take on new tasks.
Default Status at Login
Given that a user logs into the ClariCon platform, when they access the chat system, then their default availability status should be set to 'Online' unless changed by the user.
User Status Persistence
Given that a user is logged into the system, when they change their status, then the new status should persist across the platform until manually changed by the user or the user logs out.
Content Sharing Capability
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User Story
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As a project contributor, I want to easily share files and links during chats and video calls so that I can provide my colleagues with the necessary resources to keep our projects moving smoothly.
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Description
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Enable a simple and intuitive way for users to share content, such as documents, images, and links, within the chat and during video calls. This capability should allow for drag-and-drop functionality and provide file previews to enhance clarity regarding the shared content. By allowing team members to seamlessly share relevant information while maintaining the flow of conversation, this feature will significantly improve communication efficiency and enhance collaborative efforts among teams.
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Acceptance Criteria
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User initiates a video call within ClariCon and wants to share a document during the conversation.
Given the user is on a video call, when they drag and drop a document into the chat area, then the document should be successfully uploaded and a preview should appear in the chat.
A team member wants to share an image from their device while participating in a group chat.
Given the user is in a group chat, when they drag and drop an image file into the chat window, then the image should be displayed as a preview in the chat with the correct filename.
A project manager wants to share a link to a project resource during a video meeting.
Given the project manager is in a video meeting, when they paste a link into the chat, then the link should automatically generate a clickable preview that can be opened by all participants.
A user attempts to share multiple files simultaneously while in a video call.
Given the user is on a video call, when they attempt to drag and drop multiple files at once, then all files should upload successfully, each with an individual preview in the chat.
A user wants to ensure that their shared document is accessible to all participants during a video call.
Given the user has shared a document in the video call chat, when any participant clicks on the document preview, then the document should open correctly for that participant without any error.
A team member wants to ensure they can retrieve a previously shared document during a video call.
Given the user is in a video call, when they access the chat history, then they should see a list of all previously shared content, including documents with clickable previews.
A user wants to get feedback on a shared video link during a chat.
Given the user has shared a video link in the chat, when they ask for feedback, then all participants should be able to comment directly under the link preview.
Mobile Compatibility
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User Story
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As a field worker, I want to access the chat and video features on my mobile device so that I can stay connected with my team and manage project tasks while I am away from my desk.
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Description
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Ensure that the integrated chat and video features are fully functional and optimized for mobile devices. This development will allow team members to communicate and collaborate effectively while on the go, maintaining project continuity regardless of location. Given the often mobile nature of construction sites, it is crucial for team members to access all communication tools directly from their smartphones or tablets without a decrease in functionality or user experience.
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Acceptance Criteria
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Mobile Team Member Communication
Given a user is logged into the ClariCon app on a mobile device, when the user initiates a chat or video call, then the communication should be seamless without lag or audio/video quality degradation, supporting at least 5 active chats and 2 video calls simultaneously.
User Interface Responsiveness
Given the integrated chat and video feature is launched on a mobile device, when the user navigates between different sections of the app, then the interface should remain responsive and the communication features should remain easily accessible without crashing or freezing.
Notification System for Mobile Users
Given that a team member receives a chat or video call while using the ClariCon mobile app, when a new message or a call comes in, then the app should send a push notification that is timely and alerts the user without being intrusive, allowing them to respond or join the call immediately.
Data Usage Optimization on Mobile
Given the mobile features are being used in a low-data environment, when a user initiates communications via chat or video, then the app should be capable of offering a low-data mode that minimizes bandwidth usage while maintaining sufficient quality for effective communication.
Mobile User Accessibility Features
Given a user with accessibility needs is using the mobile app, when they attempt to use the chat and video features, then the app must provide voice commands and screen reader compatibility to ensure all users can communicate effectively.
Cross-Device Synchronization
Given a user is switching between a mobile device and a desktop, when they access the integrated chat and video features, then all conversation histories and active video calls should be synchronized and accessible from both devices instantly without data loss.
Virtual Whiteboard
An interactive digital whiteboard that enables users to brainstorm, sketch ideas, and plan projects collaboratively in real-time. This feature promotes creativity and organization, allowing teams to visualize thoughts and strategies clearly during virtual meetings.
Requirements
Real-time Collaboration
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User Story
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As a project manager, I want to collaborate with my team on a digital whiteboard so that we can brainstorm ideas effectively during our virtual meetings, ensuring everyone contributes and stays engaged.
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Description
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The Virtual Whiteboard feature must support real-time collaboration, allowing multiple users to interact, annotate, and modify content simultaneously, regardless of their location. This functionality will enhance teamwork and creativity, enabling remote project teams to brainstorm and develop ideas in an interactive manner. Users can see changes made by others in real time, which fosters an environment of immediate feedback and continuous improvement. The feature should seamlessly integrate with ClariCon's existing communication tools, allowing users to easily share their whiteboards during meetings and discussions, thus streamlining the planning process and keeping all team members aligned on project goals.
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Acceptance Criteria
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Multiple remote users collaborating on a project during a virtual meeting using the Virtual Whiteboard feature.
Given multiple users are logged into ClariCon, when one user adds a note to the whiteboard, then all other users should see the note appear within 2 seconds without needing to refresh their screen.
Team members working from different locations brainstorming ideas in real-time on the Virtual Whiteboard.
Given a user is sketching an idea on the whiteboard, when another user annotates that idea, then both users should see each other's changes immediately, ensuring a seamless collaborative environment.
During a project planning meeting, team members need to share their ongoing whiteboard work for feedback.
Given the user is in a video call, when they click 'Share Whiteboard', then all participants in the call should have access to view and interact with the shared whiteboard content.
A project manager reviewing the activity on the Virtual Whiteboard after a brainstorming session.
Given the whiteboard has been used for annotations, when the project manager views the whiteboard history, then they should see a complete log of changes made by each user along with timestamps.
Users across different organizations collaborate on a single whiteboard for a joint project.
Given users from multiple organizations are using the same whiteboard, when a user from one organization makes changes, then those changes are reflected for all users in real-time, regardless of their organization.
A team needs to utilize the Virtual Whiteboard while accessing external communication tools.
Given a user is using the whiteboard during a discussion, when they switch to another tool (like a chat application), then they should still retain the whiteboard session without interruption or data loss.
New users are onboarded to the Virtual Whiteboard feature during a training session.
Given a new user is being trained on using the whiteboard, when they complete a guided tutorial exercise, then they should demonstrate the ability to create, modify, and share a whiteboard effectively with peers.
Template Library
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User Story
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As a site supervisor, I want to access a library of templates in the virtual whiteboard so that I can quickly set up a session that suits our specific project requirements, making our meetings more efficient.
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Description
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The Virtual Whiteboard feature should include a library of customizable templates that users can select and modify for various project planning and brainstorming needs. These templates can range from simple brainstorming formats to more complex project timelines and mind maps. By providing these pre-made layouts, users can save time while maintaining structure in their sessions. Additionally, users should be able to save their customized templates for future projects, promoting consistency and efficiency across workflows. This enhances user experience by making the whiteboard a versatile tool adaptable to various project management methodologies.
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Acceptance Criteria
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User selects a template from the Template Library to initiate a new brainstorming session.
Given the user is on the Virtual Whiteboard and accesses the Template Library, when they select a template and click 'Create', then the board should populate with the chosen template layout.
User customizes a selected template for their specific needs during a project planning session.
Given the user has loaded a template on the Virtual Whiteboard, when they alter elements of the template (like text or shapes), then those changes should be saved in real-time and reflect accurately on the board.
User saves a custom template after modifying an existing one for future use.
Given the user has finished customizing their layout, when they click 'Save as Template', then the new template should be saved in the user's personal library and be selectable for future sessions.
User retrieves saved custom templates from their personal library for reuse in another session.
Given the user is on the Template Library screen, when they click on the 'My Templates' tab, then all saved custom templates should be displayed with the option to select and load any of them onto the Virtual Whiteboard.
User shares a template with team members during a virtual meeting.
Given the user selects a template from the Template Library, when they click 'Share with Team', then the template should be accessible to all selected team members for collaboration on the Virtual Whiteboard.
User reports a problem with a template in the Template Library.
Given the user identifies an issue with a template, when they click on 'Report Issue' beside the template, then a feedback form should open for providing details, and a confirmation message should appear upon successful submission.
User previews a template before selecting it for use.
Given the user is browsing the Template Library, when they hover over a template, then a preview of the template should be displayed in a pop-up window with a brief description and usage suggestions.
Integration with Task Management
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Description
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The Virtual Whiteboard must integrate with ClariCon's task management system, allowing users to convert ideas and discussions directly into actionable tasks. Users should be able to link whiteboard notes with existing projects or create new tasks directly from the whiteboard interface. This feature not only ensures that valuable insights generated during brainstorming sessions are captured but also allows for immediate follow-up actions to be assigned to team members. By bridging the gap between idea generation and task execution, it enhances accountability and clarity in project management.
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Acceptance Criteria
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User links a note from the Virtual Whiteboard to an existing task during a collaborative meeting.
Given that a user has created notes on the Virtual Whiteboard, when the user selects a note and chooses the option to link it to an existing task, then the note should successfully attach to the selected task with a confirmation message displayed.
User creates a new task directly from the Virtual Whiteboard.
Given that a user has brainstormed an idea on the Virtual Whiteboard, when the user clicks the 'Create Task' button and fills in the task details, then a new task should be generated in the task management system, with the details reflecting on both the whiteboard and task management interface.
User views a list of all tasks linked to notes on the Virtual Whiteboard.
Given that various notes have been linked to tasks from the Virtual Whiteboard, when the user accesses the 'Linked Tasks' view, then all linked tasks should be displayed with correct association to their respective notes.
User removes a link between a note and a task in the Virtual Whiteboard.
Given that a note is currently linked to a task, when the user selects the unlink option, then the association between the note and the task should be removed, and a confirmation message should appear.
User attempts to link a note to a task that does not exist.
Given that a user is in the process of linking a note on the Virtual Whiteboard, when they try to link it to a task with an invalid identifier, then an error message should inform the user that the task does not exist and the linking should not proceed.
User updates a task linked from the Virtual Whiteboard and checks if changes reflect on the whiteboard.
Given that a task linked to a note on the Virtual Whiteboard is updated with new information, when the user refreshes the whiteboard, then the updated information should be displayed on the corresponding note without any discrepancies.
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Acceptance Criteria
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Collaborative Brainstorming Session Using the Virtual Whiteboard
Given a project manager and their team are in a virtual meeting, when the project manager opens the Virtual Whiteboard, then all team members can simultaneously view and edit the whiteboard in real-time without lag or delays.
Sketching Ideas for Project Planning
Given a user is brainstorming ideas on the Virtual Whiteboard, when they draw or sketch on the board, then the sketches remain intact and visible to all participants even if the user navigates away from the whiteboard and returns later.
Organizing Ideas with Sticky Notes
Given a user adds sticky notes on the Virtual Whiteboard during a planning session, when they categorize or move the sticky notes around, then the changes should be reflected immediately for all participants and saved automatically.
Integrating Feedback in Real-Time
Given a user is presenting ideas on the Virtual Whiteboard, when another participant provides verbal feedback or edits the content, then the feedback and edits are updated instantly on the whiteboard for everyone to see.
Saving and Exporting the Whiteboard Content
Given a completed brainstorming session on the Virtual Whiteboard, when the project manager selects the export option, then the entire content of the whiteboard should be downloadable in a PDF format, preserving layout and visuals.
Accessing Past Whiteboard Sessions
Given a team has previously used the Virtual Whiteboard, when a team member logs in to their account, then they should be able to access, view, and restore past sessions.
User Permissions and Access Control
Given an admin user is configuring the Virtual Whiteboard, when they set permissions for team members, then only authorized users can view or edit the whiteboard according to their assigned roles.
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Acceptance Criteria
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Virtual brainstorming session with team members across different locations using the virtual whiteboard feature.
Given a user is logged into the ClariCon platform, When the user initiates a virtual brainstorming session with selected team members, Then all participants should have access to the virtual whiteboard and be able to contribute simultaneously without lag.
Project team using the virtual whiteboard to map out the stages of a construction project.
Given a project manager has created a new project and opened the virtual whiteboard, When the project manager adds milestones and tasks to the board, Then all team members should be able to view and comment on these items in real-time.
Updating project plans during a virtual meeting using the virtual whiteboard.
Given the team is in a virtual meeting and discussing project updates, When a team member makes changes to the project plan on the virtual whiteboard, Then those changes should automatically save and sync for all meeting participants to see immediately.
Collaborating on design ideas for a construction site layout in a multi-user environment.
Given multiple users are accessing the virtual whiteboard, When any user draws or adds elements to the layout, Then those actions should be visible to all users in real-time without refresh or delay.
Utilizing sticky note feature during a project planning session.
Given the virtual whiteboard is open, When a user creates sticky notes to outline tasks and responsibilities, Then all created sticky notes should be draggable, editable, and deletable by any user with access to the board.
Conducting a post-project review using the virtual whiteboard to summarize lessons learned.
Given the project review meeting is underway, When the team captures feedback and lessons learned on the virtual whiteboard, Then the summary should be exportable as a report that includes all contributions made during the session.
Ensuring user permissions for the virtual whiteboard feature during a collaborative session.
Given different team members join the virtual whiteboard, When the project manager assigns permissions to users, Then it must be ensured that only authorized users can edit while others can only view the whiteboard.
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Acceptance Criteria
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Real-time Collaboration in Project Meetings
Given a team member opens the Virtual Whiteboard during a live virtual meeting, When they draw a shape or write text, Then all participants can see the updates in real-time without lag or delay.
Saving Whiteboard Sessions
Given a user has finished brainstorming on the Virtual Whiteboard, When they choose to save the session, Then the session should be saved as a shareable link that retains all drawings and notes for future access.
User Permissions and Access Control
Given multiple users are collaborating on the Virtual Whiteboard, When a user creates a new session, Then they should be able to set permissions for viewers and editors, ensuring only authorized users can make changes.
Integration with Existing Task Management Tools
Given the user has created tasks on the Virtual Whiteboard, When they select the option to convert ideas into tasks, Then those tasks should seamlessly integrate into their assigned project management tool, with all relevant details included.
Visualizing Progress on Whiteboard
Given a project manager is using the Virtual Whiteboard, When they update the status of a task created in a previous session, Then the visual representation of the project timeline should change accordingly in real-time.
Interactive Feedback Sessions
Given a team is using the Virtual Whiteboard for feedback, When a participant provides input or comments, Then these should appear connected to the relevant sections of the whiteboard for clarity and organization.
Mobile Accessibility of the Whiteboard
Given users are using mobile devices to access the Virtual Whiteboard, When they interact with the board, Then all functionalities available on the desktop version should also be fully accessible and user-friendly on mobile.
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Acceptance Criteria
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Real-time brainstorming sessions with remote team members using the Virtual Whiteboard feature during project planning meetings.
Given a project manager and team members are logged into ClariCon, When they access the Virtual Whiteboard, Then all participants can simultaneously edit and add content in real-time without lag or data loss.
Team members review sketches and ideas generated during a virtual meeting on the Virtual Whiteboard after the session.
Given a virtual meeting has ended, When team members revisit the Virtual Whiteboard, Then they can view all previous contributions and edits made during the session clearly, with timestamps showing who contributed what.
Teams use the Virtual Whiteboard to organize project tasks during a collaborative planning session.
Given a group of users is on the Virtual Whiteboard, When they create task cards, Then each task card must be assignable to specific team members, and should allow for due dates and priority levels assigned.
Users provide feedback on the usability of the Virtual Whiteboard while collaborating on a project.
Given that users are actively participating in a session, When they complete a feedback survey after using the Virtual Whiteboard, Then at least 80% of the responses should indicate a satisfaction rating of 4 or above on a scale of 1 to 5.
A project manager showcases the progress of brainstorming sessions using the Virtual Whiteboard to stakeholders.
Given the project manager is presenting to stakeholders, When they display the Virtual Whiteboard content, Then stakeholders can view the entire brainstorming history clearly, with the ability to zoom in on specific sections without losing clarity.
Users want to use the Virtual Whiteboard on various devices during a meeting.
Given users are participating in a meeting from different devices (desktop, tablet, mobile), When they access the Virtual Whiteboard, Then the application must maintain consistent functionality and appearance across all devices without any performance issues.
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Acceptance Criteria
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Collaborative Brainstorming Session for Project Ideas
Given a team meeting scheduled for brainstorming, When users access the Virtual Whiteboard, Then all team members can simultaneously add, edit, and move their ideas on the board in real-time without any latency issues.
Team Project Planning with Visual Timeline
Given a project planning session, When users create a timeline on the Virtual Whiteboard, Then the timeline should allow team members to set deadlines, assign tasks, and visualize project milestones clearly and intuitively.
Integration with ClariCon Live Sessions
Given a live project update meeting, When users share the Virtual Whiteboard, Then all participants can view and interact with the whiteboard elements without disrupting the meeting flow or experiencing connectivity issues.
Real-Time Voting Feature for Idea Selection
Given a brainstorming session on the Virtual Whiteboard, When users propose ideas, Then all participants can vote on their preferred ideas in real-time, and the results should be displayed instantly on the board.
Exporting Whiteboard Content to Project Plans
Given a completed session on the Virtual Whiteboard, When users choose to export the content, Then all ideas, sketches, and timelines should be saved in a format compatible with ClariCon's project management system, with no data loss.
User Access Control for Privacy Settings
Given a collaborative session on the Virtual Whiteboard, When users invite team members, Then the creator can set different access levels (view, edit) for each user to ensure privacy and security of the content.
Cross-Device Compatibility for Remote Teams
Given a multi-device team working remotely, When users access the Virtual Whiteboard from different devices (desktop, tablet, mobile), Then the whiteboard functionality should be consistent and fully operational across all devices.
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Acceptance Criteria
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User Collaboratively Brainstorming on the Virtual Whiteboard
Given multiple users are logged into the ClariCon application, when they access the Virtual Whiteboard, then they can see each other's contributions in real-time without lag.
User Saving and Retrieving Whiteboard Sessions
Given a user has created a session on the Virtual Whiteboard, when they save the session, then it should be retrievable for future access from the 'My Sessions' tab.
User Inviting Team Members to a Whiteboard Session
Given a user is on the Virtual Whiteboard, when they send an invitation link to team members, then the invited users should receive an email with a link to join the session immediately.
User Prioritizing Ideas on the Virtual Whiteboard
Given a user has added multiple ideas to the Virtual Whiteboard, when they drag and drop ideas to reorder them, then the changes should be reflected for all users in real-time.
User Exporting Whiteboard Content
Given a user has completed a session on the Virtual Whiteboard, when they choose the export option, then the whiteboard content should be downloadable in PDF format with all annotations included.
User Customizing the Whiteboard Background
Given a user is on the Virtual Whiteboard, when they select the background customization option, then they should be able to choose from at least 10 different background templates.
User Utilizing Built-In Templates for Whiteboard Sessions
Given a user starts a new session, when they choose to use a built-in template, then they should have at least 5 different pre-designed templates to select from for organizing their brainstorming.
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Acceptance Criteria
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Users can access the Virtual Whiteboard feature during a scheduled virtual meeting without any technical difficulties.
Given that the user is in a scheduled virtual meeting, when they click on the 'Virtual Whiteboard' button, then the interactive whiteboard should load within 5 seconds and be fully interactive without any glitches.
Users can invite team members to collaborate on the Virtual Whiteboard in real-time.
Given that the user is on the Virtual Whiteboard, when they enter team members' email addresses and click 'Invite', then each invited member should receive an email invitation within 1 minute, and the whiteboard should reflect their presence in real-time.
The Virtual Whiteboard allows users to save their progress and retrieve it later.
Given that the user has created content on the Virtual Whiteboard, when they click the 'Save' button, then the content should be stored successfully and retrievable upon re-entering the whiteboard within the same project.
Users can draw and annotate on the Virtual Whiteboard using various tools like pen, eraser, and shapes.
Given that the user is using the Virtual Whiteboard, when they select a drawing tool (pen, eraser, shape) and use it, then the corresponding action should be accurately reflected on the whiteboard in real-time.
The Virtual Whiteboard displays a chat feature for user communication during collaboration.
Given that users are collaborating on the Virtual Whiteboard, when they send a message through the chat feature, then the message should be displayed instantly to all participants without delay.
The Virtual Whiteboard is accessible on various devices including desktops, tablets, and smartphones.
Given that the user wants to access the Virtual Whiteboard on different devices, when they attempt to log in using a different device, then the whiteboard should maintain the same state across devices without any loss of data.
Users can set background templates on the Virtual Whiteboard for structured brainstorming sessions.
Given that the user wants to set a background template, when they choose a template from the available options and apply it, then the selected background should display correctly on the whiteboard as intended.
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Acceptance Criteria
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Users can create, edit, and save notes on the Virtual Whiteboard during a team brainstorming session in real-time.
Given a user is logged into ClariCon, when they access the Virtual Whiteboard, then they should be able to create a new note, edit it, and save it without any data loss.
Team members can view and comment on the notes made on the Virtual Whiteboard simultaneously.
Given multiple users are accessing the Virtual Whiteboard, when one user creates a note, then all other users should be able to see that note in real-time and add their comments without delay.
Users can invite team members to collaborate on the Virtual Whiteboard for a project planning session.
Given a user is on the Virtual Whiteboard, when they invite another user via email, then the invited user should receive a notification and be able to join the whiteboard session immediately.
The Virtual Whiteboard allows users to visually organize their notes and ideas through drag-and-drop functionality.
Given a user has created multiple notes on the Virtual Whiteboard, when they drag and drop a note to a different location, then the note should move to the new location without disrupting the layout of the other notes.
Users can export their Virtual Whiteboard notes to a PDF or image format after a planning session.
Given a user wants to save their notes from the Virtual Whiteboard, when they select the export option, then they should be able to download the notes as a PDF or image file without errors.
The Virtual Whiteboard remains accessible during video conferences without performance issues.
Given a video conference is in progress, when a user accesses the Virtual Whiteboard, then the system should maintain smooth performance for both video and whiteboard functions without lag.
Users can clear all notes on the Virtual Whiteboard at the end of a session.
Given a user is on the Virtual Whiteboard, when they select the clear all option, then all notes should be removed from the whiteboard without confirmation, and this action should be undoable within a limited time.
Export and Share Options
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User Story
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As a stakeholder, I want to receive the output of brainstorming sessions in a shareable format so that I can review ideas and provide feedback as needed, even if I couldn’t attend the meeting.
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Description
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The Virtual Whiteboard feature should provide users with options to export their boards in various formats, such as PDF, image files, or direct links to share with team members. This functionality will enable users to capture the outcome of brainstorming sessions for future reference or to share insights easily with stakeholders who were not present. Having easy sharing and exporting options enhances collaboration, ensuring that all project contributors, including those not in the meeting, have access to vital information generated during discussions.
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Acceptance Criteria
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User exports a whiteboard session as a PDF document to share with team members after a brainstorming meeting.
Given a user has completed a brainstorming session on the Virtual Whiteboard, when they select the 'Export as PDF' option, then the system should generate a PDF file that accurately reflects the content of the whiteboard including all drawings and notes.
User shares a link to their whiteboard with a stakeholder who was not present in the meeting.
Given a user has created a whiteboard and wants to share it, when they click the 'Share Link' button, then the system should generate a unique link that allows access to the specific whiteboard without requiring the stakeholder to create an account.
User exports their whiteboard session as an image file to use in a presentation.
Given a user is on the Virtual Whiteboard, when they select the 'Export as Image' option, then the system should allow them to choose from multiple image formats (e.g., PNG, JPEG) and download the selected format with the accurate content displayed.
User wants to retain the content of their whiteboard for future reference by exporting everything as a .zip file.
Given a user is working on a whiteboard and needs to save their work for future reference, when they select the 'Download as Zip' option, then the system should package all whiteboard materials including images and text into a single .zip file.
User wants to retrieve previously exported whiteboards from a history section.
Given a user has exported whiteboards in the past, when they navigate to the 'Export History' section, then they should see a list of all previously exported files along with options to download or delete each item.
User needs to collaborate with remote team members during a project planning session and wants to share the whiteboard in real time.
Given a user is actively working on a whiteboard, when they click on the 'Invite Team Members' button, then the system should allow them to enter email addresses and send invitations for real-time collaboration without disclosing other users' information.
User requires access to export options after they have finished their session to ensure content is not lost.
Given a user has completed a session on the Virtual Whiteboard, when they navigate to the main dashboard, then they should still have access to export options for the last saved whiteboard session.
User Access Controls
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User Story
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As a project manager, I want to control who has access to edit or view our virtual whiteboard so that I can manage the integrity of our project ideas and information securely.
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Description
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The Virtual Whiteboard must allow for user access controls, enabling team leaders to manage who can edit or view the board. This feature should include options for assigning roles such as viewer, contributor, or presenter. By giving project managers the ability to designate what level of access team members have, it enhances security and ensures that sensitive information is protected. Additionally, access control fosters a more structured collaboration environment, where team members can contribute according to their roles in the project.
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Acceptance Criteria
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Team leaders need to grant different levels of access to team members for a construction project using the Virtual Whiteboard.
Given a team leader is logged into the ClariCon platform, When they access the Virtual Whiteboard settings, Then they should be able to assign roles of viewer, contributor, or presenter to each team member.
A project manager is reviewing the Virtual Whiteboard to ensure that sensitive information remains secure during active collaboration sessions.
Given that a team leader has set access controls on the Virtual Whiteboard, When members access the board, Then only users with the appropriate roles should be able to edit the content or view sensitive information.
During a virtual team meeting, team members need to collaborate on the Virtual Whiteboard while ensuring that only authorized users can make changes to the content.
Given a team meeting is underway on the Virtual Whiteboard, When a member with 'viewer' access attempts to edit the board, Then the system should prevent them from making any changes and display an appropriate message indicating insufficient permissions.
A project manager needs to modify access controls for different team members on the Virtual Whiteboard based on their project involvement.
Given a project manager is in the Virtual Whiteboard settings, When they change a team member's role from 'viewer' to 'contributor', Then that team member should immediately have the ability to edit the board content.
During a project review session, team leaders want to ensure that all contributors are tracked while they edit the Virtual Whiteboard.
Given multiple contributors are working on the Virtual Whiteboard, When changes are made, Then the system should log each contributor's edits and display their names next to the updated content.
Task & Milestone Tracker
A collaborative tool that allows teams to assign tasks and track project milestones during virtual meetings. This feature ensures that everyone is updated on project progress, enhancing accountability and facilitating actionable next steps directly within the collaborative environment.
Requirements
Real-time Status Updates
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User Story
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As a project manager, I want real-time status updates during our virtual meetings so that I can ensure everyone is aligned on project progress and make immediate changes if necessary.
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Description
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The Real-time Status Updates requirement allows users to receive instant notifications about task progress and milestone achievements during their virtual meetings. This feature ensures enhanced communication among team members, reduces miscommunication, and allows for immediate adjustments to project planning. It integrates seamlessly with ClariCon’s existing notification system, providing a centralized place for updates that keeps all stakeholders informed and aligned on the current project status. Implementing this requirement will enhance accountability, foster a proactive approach to project management, and enable informed decision-making based on up-to-date information.
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Acceptance Criteria
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User receives instant notifications during a virtual meeting when a task is completed by any team member.
Given the user is in a virtual meeting, when a team member completes a task, then the user should receive an instant push notification within 5 seconds.
Users can customize notification settings to receive updates on specific tasks and milestones relevant to their role.
Given a user is in their notification settings, when they select tasks and milestones to monitor, then the system should update their preferences accordingly and save their selections.
The system provides a centralized view of all real-time status updates during a project meeting.
Given the user is in a meeting, when updates on any task progress or milestone achievements occur, then the system should display these updates in the designated status update area within 3 seconds.
Notifications are logged and accessible for review after the virtual meeting concludes.
Given the meeting has ended, when the user checks the notification history, then all notifications related to task progress and milestone achievements should be logged and accessible for at least 30 days.
Users can acknowledge notifications directly within the notification system during a meeting.
Given the user receives a notification, when they click on the 'Acknowledge' button, then the notification should be marked as acknowledged in the system immediately.
Notifications include relevant details about the task or milestone, such as who completed it and what the next steps are.
Given a notification is received, when the user views the notification, then it should display the task or milestone name, the member who completed it, and any related next steps within the notification message.
Team members can opt-in for notifications via multiple channels (email, SMS, in-app).
Given a user is in their notification settings, when they select their preferred notification channels, then the system should confirm their choices and use these channels for future notifications.
Milestone Visualization
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User Story
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As a site supervisor, I want to visualize milestones in our Task Tracker so that I can easily see what has been completed and what needs urgent attention, helping to keep the project on track.
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Description
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The Milestone Visualization requirement enables users to graphically display key project milestones within the Task & Milestone Tracker. By providing visual progress bars and Gantt chart-like representations, users can quickly assess the status of tasks against project timelines. This feature is crucial for tracking project momentum and will enhance strategic planning by allowing teams to identify potential delays early. Integrating this visualization into ClariCon will facilitate clearer communication during meetings and provide a shared understanding of project targets and deadlines.
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Acceptance Criteria
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Milestone visualization during project kickoff meetings.
Given a project is initiated, when users access the Task & Milestone Tracker, then they should see key project milestones displayed with visual progress bars and Gantt chart-like representations, indicating timeline status.
Real-time updates of task statuses during virtual team collaboration.
Given team members are updating task statuses, when any member marks a task as complete, then the visual representation of milestones should update in real-time to reflect the current progress.
Reviewing project progress in weekly project status meetings.
Given the Milestone Visualization is active, when the project manager presents the project status, then stakeholders should be able to view and understand the current project timelines and milestones through clear visual indicators of progress.
Identifying potential delays during project timeline reviews.
Given the milestones are visually represented, when a milestone falls behind schedule, then the associated tasks should be flagged visually to indicate potential delays, prompting discussion.
Integrating feedback from team members on milestone progress.
Given team members can provide feedback, when feedback is submitted regarding a milestone, then the visual representation should allow for comments to be displayed next to the relevant milestone for clarity.
Exporting project timeline visualizations for external stakeholder presentations.
Given the milestone visualizations are complete, when the project manager selects export options, then the exported document must include all visualizations and should be formatted correctly for external stakeholders.
Accessing historical milestone data for project retrospectives.
Given that historical data is stored, when users query past projects in the Task & Milestone Tracker, then they should be able to access previous milestone visualizations and compare project timelines.
Task Assignment Flexibility
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User Story
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As a team member, I want the ability to reassign tasks during meetings so that we can respond quickly to changes and ensure that workloads are balanced across the team.
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Description
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The Task Assignment Flexibility requirement allows users to reassign tasks to different team members during and after virtual meetings. This feature will empower teams to adapt quickly to changing circumstances and workloads, ensuring that tasks are always assigned to the most capable or available members. Implementing this capability within ClariCon will enhance responsiveness to project challenges and improve overall project execution efficiency. It will also allow for better tracking of individual contributions, fostering a sense of ownership and accountability among team members.
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Acceptance Criteria
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As a project manager, during a virtual meeting, I want to reassign a task from one team member to another seamlessly to address unexpected workload changes.
Given I am in a virtual meeting, When I select a task assigned to a team member and choose a new team member from the assignment dropdown, Then the task should be reassigned successfully and both members should receive a notification.
As a site supervisor, after a virtual meeting, I need to view the history of task assignments to ensure accountability and track changes in responsibility over time.
Given I have access to the task management interface, When I navigate to the task history section, Then I should be able to see a detailed log of task assignments, including the previous and current assignees and timestamps.
As a team member, I want to receive a notification when a task is reassigned to me during or after a meeting so that I can prioritize my new responsibilities.
Given I am logged into ClariCon, When a task is reassigned to me, Then I should receive an instant notification via the platform and an email alert about the task reassignment.
As a project manager, I want to filter tasks by their current assignee to quickly assess workloads and reassign tasks if necessary.
Given I am viewing the task list, When I apply the filter by assignee, Then only the tasks assigned to the selected team member should be displayed, allowing me to make informed decisions on reassignment.
As a project manager, I want to ensure that team members can only reassign tasks for which they have permissions to minimize unauthorized changes.
Given I am logged in as a team member, When I attempt to reassign a task not assigned to me, Then I should receive a message indicating that I do not have permission to make this reassignment.
Action Item Summary Creation
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User Story
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As a project leader, I want an automatic summary of action items after meetings so that I can ensure everyone knows their responsibilities and deadlines moving forward.
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Description
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The Action Item Summary Creation requirement provides users with the functionality to automatically generate a summary of action items and next steps at the conclusion of each virtual meeting. This feature will help capture critical points discussed, assign responsible parties, and set deadlines, ensuring that follow-ups are clear and actionable. Integrating this capability into ClariCon will enhance team accountability, improve tracking of responsibilities, and reduce the risk of missed tasks, ultimately contributing to the smoother execution of projects.
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Acceptance Criteria
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Action items summary is created at the end of a virtual meeting for a construction project team lead by a project manager.
Given a virtual meeting has concluded, when the project manager clicks on 'Generate Action Item Summary', then an action item summary should be automatically created detailing the discussed points, assigned responsibilities, and deadlines while being sent to all participants via email.
Team members reviewing the action item summary after a virtual meeting to ensure clarity and understanding of their responsibilities.
Given team members have received the action item summary email, when they open the email, then they should clearly see a list of action items with their names next to tasks they are responsible for, and deadlines highlighted in bold.
A team member needing to check their assigned tasks and deadlines from past meetings.
Given a user accesses the dashboard, when they click on the 'My Tasks' section, then a filtered list of action items assigned to them from previous meetings should be displayed along with due dates and statuses.
A project manager evaluating the completion rate of action items assigned during meetings over a month.
Given the project manager accesses the monthly report section, when they generate the report, then it should reflect the percentage of completed action items compared to the total assigned, with options to filter by individual team members.
Team members tracking progress of their assigned action items in real-time during project execution.
Given a team member is logged into ClariCon, when they navigate to their assigned tasks, then they should see a status update option for each task that allows them to change its status to 'In Progress' or 'Completed'.
Setting a reminder for a specific action item as a team member to ensure timely follow-up.
Given a team member views their action item, when they select 'Set Reminder', then a confirmation message should appear allowing them to choose a date and time for the reminder to be sent via email or in-app notification.
Meeting Feedback Collection
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User Story
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As a product manager, I want to collect feedback from users after virtual meetings so that I can improve the Task & Milestone Tracker feature based on actual user experiences.
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Description
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The Meeting Feedback Collection requirement allows users to gather feedback from meeting participants about the effectiveness of the Task & Milestone Tracker feature. By integrating short surveys or polls, this feature aims to collect user experiences and suggestions for improvement. This feedback will be vital for iterative improvements to ClariCon, aligning the tool better with user needs and enhancing overall satisfaction. By continuously refining the platform based on real user feedback, ClariCon will remain competitive and user-centric.
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Acceptance Criteria
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Meeting Feedback Collection for Task & Milestone Tracker during virtual project meetings
Given that a meeting is held using the Task & Milestone Tracker, when the feedback collection feature is activated, then all participants should receive a survey or poll link immediately after the meeting ends.
Users accessing the survey results of the Meeting Feedback Collection
Given that feedback has been collected from a completed meeting, when the project manager accesses the feedback dashboard, then they should see a summary of feedback scores and suggestions categorized by user roles.
Evaluation of user feedback effectiveness in improving future Task & Milestone Tracker sessions
Given that feedback has been collected and analyzed, when the product team reviews the collected data, then they should identify at least three actionable insights for improving future sessions within two weeks after feedback collection.
Integration of feedback submission with ClariCon's existing user interface
Given that a user is participating in a meeting and the feedback collection feature is available, when the user completes the survey, then they should receive a confirmation message that their feedback has been submitted successfully without any errors.
Notification system for non-respondents of the Meeting Feedback Collection survey
Given that feedback surveys were sent out post-meeting, when one of the participants has not submitted their feedback within 48 hours, then they should receive a reminder notification to complete the survey.
Real-time feedback summarization during live meetings using Task & Milestone Tracker
Given that the feedback collection feature is activated during the meeting, when participants submit their feedback in real-time, then the facilitator should see a live summary of the feedback displayed on the screen for immediate discussion.
Post-meeting follow-up mechanism based on survey results
Given that a meeting has concluded and feedback has been collected, when the survey results indicate a high level of dissatisfaction in specific areas, then the project manager should receive a report prompting follow-up actions and suggestions for improvement within 24 hours.
Multi-User Access Control
A customizable access control system that enables team leaders to set permissions for who can view, edit, or comment on shared projects. This ensures that sensitive information stays secure while fostering collaboration among varying user roles.
Requirements
User Role Customization
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User Story
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As a project manager, I want to customize user roles for my team members so that I can ensure sensitive information is secured while allowing collaboration among different roles.
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Description
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This requirement involves implementing a feature that allows team leaders to customize user roles within the ClariCon platform. Each user role will have specific permissions regarding viewing, editing, and commenting on projects. This ensures that sensitive information remains secure while also promoting collaborative efforts among different user types. By integrating this functionality, ClariCon will enhance project security and management, allowing for tailored workflows based on the unique needs of each project. The expected outcome is a more organized project environment where users only have access to the information relevant to their roles, ultimately improving efficiency and security in collaboration.
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Acceptance Criteria
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As a team leader, I want to customize user roles for my project team so that each member has the appropriate access according to their responsibilities.
Given a project team setup page, when the team leader selects a user and assigns a role, then the user should have the correct permissions for viewing, editing, and commenting on the project as per the assigned role.
As a project manager, I need to ensure that sensitive project information is restricted from users who do not require access.
Given a project document containing sensitive information, when a user attempts to access the document without the necessary permission, then the system should display an 'Access Denied' message and prevent the user from viewing the content.
As a site supervisor, I want to invite a new team member with specific permissions to collaborate on a project without compromising sensitive data.
Given an invitation system for team members, when the site supervisor sends an invitation to a new user with defined permissions, then the new user should receive an email with a link to the project and their assigned role, outlining what actions they can perform.
Project Access Audit Logs
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User Story
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As a team leader, I want to access audit logs of user actions on shared projects so that I can monitor collaboration and ensure compliance with access controls.
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Description
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This requirement outlines the creation of an audit log system that tracks and records all access activities related to shared projects on the ClariCon platform. The audit logs will log user actions such as who viewed, edited, or commented on project files, providing transparency and accountability in project management. This feature aims to enhance security and track compliance with access control policies. Furthermore, it will assist team leaders in monitoring team interactions with project documents to identify potential issues or improve collaboration strategies.
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Acceptance Criteria
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Audit log captures user access actions related to shared projects
Given a user accesses a shared project, When they view, edit, or comment on the project, Then an entry is logged in the audit trail with the username, action type, and timestamp.
Audit logs can be filtered by user and action type
Given an administrator is reviewing audit logs, When they apply filters for a specific user or action type, Then the system displays only the relevant entries corresponding to the selected criteria.
Audit logs display logs for a defined time period
Given a user wants to review access logs over a specific timeframe, When they select a start and end date, Then the log displays all entries recorded within that period, including user name, action, and timestamp.
Audit log entries are immutable and securely stored
Given an entry is recorded in the audit log, When an attempt is made to alter or delete the entry, Then the system denies the action and maintains the integrity of the log.
Audit logs generate compliance reports for stakeholders
Given a team leader needs to review project access interactions, When they request a compliance report, Then the system generates a report summarizing user actions over a chosen timeframe, which can be exported in various formats.
Notification triggers for suspicious access patterns
Given multiple login attempts from unusual locations or devices, When the pattern exceeds a defined threshold, Then the system triggers an alert to the team leader for further investigation.
User access changes reflect in real-time on the audit log
Given a team leader modifies a user's access permissions, When the change is saved, Then the audit log immediately updates to reflect the action, including user details, change type, and timestamp.
Role-Based Notification Settings
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User Story
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As a site supervisor, I want to receive notifications relevant to my tasks so that I can stay updated without being overwhelmed by unnecessary alerts.
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Description
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This requirement involves implementing a notification system that provides alerts based on user roles within the ClariCon platform. Users will receive customized notifications related to projects based on their role-specific permissions and tasks. For example, project managers may receive alerts about major project changes, while team members might receive notifications on task updates relevant to their assignments. This will enhance communication among team members while preventing notification overload, leading to improved responsiveness and task management.
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Acceptance Criteria
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Role-Specific Notification Delivery for Project Managers
Given a project manager is assigned to a project, when a major change occurs in that project, then the project manager should receive an immediate notification via email and in-platform alert.
Role-Specific Notification Delivery for Team Members
Given a team member is assigned to specific tasks within a project, when a relevant task update occurs, then the team member should receive a notification in their dashboard and an email alert tailored to their task.
Notification Preferences Customization
Given a user is accessing their notification settings, when they modify their notification preferences based on their role, then those settings should be saved and reflected in future notifications they receive.
Avoiding Notification Overload
Given a user has multiple roles in various projects, when a batch of notifications is generated, then the system should group similar notifications (e.g., task updates) and reduce the total notifications sent to one summary alert per category.
Availability of Notification History
Given a user has received notifications, when they access the notification history section, then they should be able to see all past notifications organized by date and project, with clear details on the nature of each notification.
Real-time Notification Updates
Given a user is logged into ClariCon, when a notification is triggered by a project event, then the user should see the notification in real-time without needing to refresh the page.
Admin Access Management Dashboard
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User Story
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As an administrator, I want to have a management dashboard to easily control user roles and permissions so that I can ensure security and facilitate onboarding of new team members.
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Description
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This requirement focuses on the development of an access management dashboard for administrators. The dashboard will provide a centralized interface for admins to manage user roles, permissions, and access rights effectively. It will allow admins to assign roles to new users, modify existing role permissions, and review user access history easily. By providing direct control over user management, this functionality will enhance security measures and streamline the process of onboarding or changing team members, supporting better project organization and management.
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Acceptance Criteria
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As an admin, I want to log in to the Admin Access Management Dashboard to manage user permissions and roles.
Given I log into the Admin Access Management Dashboard, When I access the user management section, Then I should see a list of all users with their current roles and permissions displayed.
As an admin, I want to assign a new user role to a team member to ensure they have the appropriate access level.
Given I am viewing a user's profile in the Admin Access Management Dashboard, When I select a new role from the dropdown menu and save changes, Then the user should be notified of their new role and access level.
As an admin, I want to modify existing user permissions to ensure they reflect current project needs.
Given I am editing a user's permissions, When I check or uncheck specific access rights and save, Then the changes should be reflected immediately on the user's profile and they should receive an updated permissions email.
As an admin, I want to review the user access history to audit who accessed sensitive project information.
Given I am in the Admin Access Management Dashboard, When I go to the access history section, Then I should see a detailed log of user activity including timestamps and actions taken within the project.
As an admin, I want to remove a user's access to ensure sensitive information is protected when they leave the project.
Given I select a user to remove from the project, When I confirm their removal, Then the user should be immediately locked out of the system and their document access should be revoked.
As an admin, I want to reset a user’s password to maintain security when needed.
Given I am on a user's profile page, When I select the option to reset the password and confirm, Then the user should receive a password reset email, allowing them to create a new password within 10 minutes.
As an admin, I want to ensure the dashboard interface is user-friendly and intuitive to streamline the management process.
Given the Admin Access Management Dashboard is open, When I navigate through different sections (user management, permissions, access history), Then each section should load without errors and allow seamless user experience without confusion.
Sensitive Project Data Protection
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User Story
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As a compliance officer, I want to implement protective measures for sensitive project data so that we can meet regulatory requirements and safeguard user information.
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Description
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This requirement is aimed at establishing protocols for protecting sensitive data within projects on the ClariCon platform. It includes implementing encryption methods for data at rest and in transit, as well as setting up role-based access controls that restrict the visibility of sensitive information. These measures are critical for maintaining user privacy and ensuring compliance with legal and regulatory standards. The outcome of this requirement will be a secure environment that builds trust among users, allowing for a more committed adoption of the ClariCon platform.
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Acceptance Criteria
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User Role Definition and Permissions Setup for Sensitive Data Access
Given a project team leader, when they create user roles for a project, then they should be able to assign specific permissions for viewing, editing, and commenting on sensitive data based on their role.
Data Encryption Implementation Verification
Given a user accesses a project with sensitive information, when they attempt to retrieve that information, then it should be encrypted at rest and in transit, preventing unauthorized access.
Compliance Audit of Access Control Setup
Given a compliance officer, when they review the access permissions for sensitive data in a project, then they should confirm that role-based access controls are documented and align with legal standards.
User Experience of Permission Updates
Given a project team leader, when they update permissions for a user role, then the changes should be reflected in the user interface immediately without any system errors or delays.
Test for Unauthorized Access Attempts
Given multiple user roles within the ClariCon platform, when users attempt to access restricted sensitive data, then they should receive a denied access notification, and their activity should be logged.
Backup and Recovery of Sensitive Data
Given critical sensitive information stored in the platform, when a data backup is performed, then the backup should encrypt the data and ensure it can be recovered without loss or corruption.
User Training on Access Control Management
Given a new project manager, when they undergo training for managing access controls, then they should demonstrate understanding by successfully setting permissions for at least three different user roles.
Enhanced Reporting Dashboard
A dynamic reporting interface designed to summarize discussions, decisions, and assigned tasks from virtual meetings. Users can access these reports after each session, ensuring accountability and keeping everyone aligned on project objectives and outcomes.
Requirements
Customizable Report Templates
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User Story
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As a project manager, I want to customize report templates so that I can tailor the information presented to my specific project needs and make it easier to communicate with stakeholders effectively.
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Description
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Allows users to create and customize report templates based on specific project needs and meeting types. Users can define the format, structure, and content of their reports to ensure that all critical information is captured and presented in a manner that meets stakeholder expectations. This feature enhances user experience by increasing efficiency in generating reports and ensures that essential data and insights are easily accessible post-meeting.
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Acceptance Criteria
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Creating a new customized report template for a weekly project meeting.
Given I am a user logged into ClariCon, When I navigate to the report templates section and select 'Create New Template', Then I should see an option to choose the report type, define the format, and add specific fields of information for the report.
Editing an existing report template to include additional fields.
Given I have an existing report template that needs modification, When I open the template and select 'Edit', Then I should be able to add new fields, rearrange the existing structure, and save the changes without any errors.
Generating a report using a customized template after a project meeting.
Given a customized report template is created, When I complete a virtual meeting and select 'Generate Report', Then the report should be populated with relevant meeting details, decisions made, and tasks assigned, and I should have the option to download or share it directly.
Accessing the reporting dashboard to view past reports generated from customized templates.
Given I am on the Enhanced Reporting Dashboard, When I filter the reports by template type and select a date range, Then I should see a list of all generated reports successfully filtered according to my selections.
Sharing the report generated from a customized template with team members.
Given a report has been generated and is ready for sharing, When I select 'Share' and input team member emails, Then the selected team members should receive an email notification containing a link to access the report without requiring further action.
Deleting an unwanted customized report template.
Given I have a report template I no longer need, When I select the template and click on 'Delete', Then the template should be removed from my list of report templates, and I should receive a confirmation message.
Validating the format of the report once it has been generated using the customized template.
Given I have generated a report from a customized template, When I view the report, Then all fields should be in the correct format as defined in the template, and the information should be accurate and relevant to the meeting outcomes.
Real-time Data Integration
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User Story
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As a site supervisor, I want to see real-time data in my reports so that I can make informed decisions based on the latest project developments and ensure all team members are aligned.
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Description
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This requirement focuses on integrating real-time data from various project management tools and communication platforms into the reporting dashboard. By pulling in live data, users can ensure that their reports reflect the most current information, which promotes better decision-making and accountability. This feature is essential for reducing discrepancies between reported and actual project statuses and fosters trust among team members.
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Acceptance Criteria
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User accesses the Enhanced Reporting Dashboard after a virtual meeting to review the automatically generated report summarizing discussions and assigned tasks.
Given the user has completed a virtual meeting, when they access the Enhanced Reporting Dashboard, then the report should display the latest discussions, decisions made, and tasks assigned with timestamps and participant names included.
A project manager needs to compare the real-time data from various project management tools against what was discussed in the meeting.
Given the project's real-time data is integrated, when the project manager reviews the report, then the discrepancies between the reported status and real-time data should not exceed 5%.
Users want to ensure accountability by verifying that assigned tasks in the report are linked to the correct project management tools.
Given the tasks assigned during the meeting, when the user checks the Enhanced Reporting Dashboard, then all assigned tasks should have valid links to the project management tools where they were created.
A team member wants to validate the accuracy of the data displayed in the reporting dashboard.
Given the reporting dashboard is populated with real-time data, when the team member cross-references the displayed information with source data from project management tools, then the data should match accurately with at least 95% confidence.
The reporting dashboard should automatically refresh to display the most recent data after the meeting concludes.
Given a meeting has concluded, when the user revisits the Enhanced Reporting Dashboard within 5 minutes, then the dashboard should reflect real-time updates from integrated data sources appropriately.
A user needs to filter the report based on specific criteria such as date range or project phase.
Given the Enhanced Reporting Dashboard is accessed, when the user applies filters for date range or project phases, then the report should dynamically update to reflect only the relevant information based on the applied filters.
Users will receive notifications when the reporting dashboard is updated with new data post-meeting.
Given that real-time data integration has been established, when the reporting dashboard is updated, then all relevant users should receive a notification alerting them about the new updates.
Automated Report Generation
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User Story
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As a team member, I want reports to be automatically generated after our meetings so that I can quickly review what was discussed and stay accountable for my assigned tasks without additional effort.
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Description
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Implementing an automated report generation feature that compiles discussions, decisions, and tasks from virtual meetings into a structured report immediately after a meeting concludes. Automating this process saves users valuable time, minimizes manual entry errors, and ensures that reports are consistently available for review. This capability enhances accountability and helps teams stay focused on their objectives.
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Acceptance Criteria
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User accesses the automated report generation feature after a virtual meeting concludes to view a structured report of discussions, decisions, and assigned tasks.
Given the meeting has concluded, when the user accesses the reporting dashboard, then a structured report reflecting all discussions, decisions, and tasks from the meeting should be displayed within 5 minutes.
The automated report generation captures all relevant details from a virtual meeting accurately for review by team members.
Given a virtual meeting is held, when the automated report is generated, then the report should include at least 95% of discussions, decisions, and actions recorded during the meeting as confirmed by at least two attendees.
Users receive a notification when the automated report has been generated to ensure timely access to information post-meeting.
Given the report has been generated, when the user is logged into the system, then a notification should be displayed in their dashboard to inform them that the report is ready for review.
The system allows users to edit and comment on the generated report for additional context and accountability.
Given a report is generated, when a user opens the report, then they should be able to add comments or edits, and those changes should be saved and visible to all team members.
The automated report generation feature integrates with existing project management tools to enhance usability and data alignment.
Given the integration is set up, when a report is generated, then the details should be automatically synced with the corresponding project management tool without manual entry required.
Users can access previously generated reports for reference and accountability in upcoming meetings or discussions.
Given past meetings have generated reports, when the user navigates to the reports section, then they should be able to filter and view reports from previous meetings in chronological order.
The automated report generation adheres to security protocols to protect sensitive information covered in the meetings.
Given that sensitive discussions occur during meetings, when the report is generated, then it should be encrypted and only accessible to authorized users based on their roles within the project.
User Access Control
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User Story
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As a project manager, I want to control user access to reports so that I can ensure sensitive project information is only shared with authorized team members, maintaining confidentiality.
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Description
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The addition of user access control settings that allow project managers to define who can view, edit, or export reports from the dashboard. This ensures sensitive information remains protected and that only authorized team members can access specific data. Effective access control is crucial for maintaining confidentiality and security within team operations, especially in larger projects with varied stakeholder involvement.
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Acceptance Criteria
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User Access Control for Project Managers and Team Members
Given a project manager has access to the Enhanced Reporting Dashboard, when they create a report, then they can specify which team members can view, edit, or export the report based on their roles.
Successful Implementation of User Access Levels
Given a project manager assigns access levels to team members, when the team members attempt to access a report, then their access is granted or denied according to the set permissions.
Testing Report Export Functionality with Access Control
Given a team member with 'view' access attempts to export a report, when they click the export button, then the action should be prohibited and a message should be displayed indicating insufficient permissions.
Verification of User Access Control Audit Trail
Given user access control settings are in place, when changes are made to access permissions, then a log entry should be created that records the change, including the user making the change and the timestamp.
Default Access Levels for New Team Members
Given a project manager invites a new team member to a project, when the new member is added, then they should receive a default access level that can be modified by the project manager later.
User Access Control Feedback Mechanism
Given a team member attempts to access a report without sufficient permissions, when they try to open the report, then a feedback message should inform them of their access denial and suggest who to contact for access.
Seamless Integration with Existing User Roles
Given the user management system includes various roles, when a user with an assigned role accesses the Enhanced Reporting Dashboard, then their permissions should align with their role's predefined access settings immediately.
Interactive Visual Data Representation
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User Story
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As a project stakeholder, I want to see interactive visual representations of data in the reports so that I can easily understand project performance and quickly identify areas needing attention.
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Description
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Incorporates interactive visual elements into the reporting dashboard, such as graphs, charts, and other data visualization tools. This enhancement allows users to quickly interpret data trends and insights at a glance, improving comprehension and retention of information presented in reports. Interactive visuals can lead to more engaging presentations and clearer communication of complex data, facilitating better team collaboration.
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Acceptance Criteria
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User reviews data from a virtual meeting in the Enhanced Reporting Dashboard.
Given that the user has conducted a virtual meeting, when they access the Enhanced Reporting Dashboard, then they shall see interactive graphs and charts summarizing discussions, decisions, and assigned tasks.
Project manager analyzes project performance trends using the reporting dashboard.
Given that the project manager accesses the reporting dashboard, when they hover over a chart, then they should see tooltips displaying detailed data points and insights related to the trends.
User shares the reporting dashboard with stakeholders post-meeting.
Given that the user generates a report after a virtual meeting, when they share the reporting dashboard link with stakeholders, then the stakeholders should have real-time access to interactive visuals without needing to log in.
Team members review the dashboard before a project review meeting.
Given that team members have access to the reporting dashboard, when they open it before the project review meeting, then they should be able to interact with and filter the data visuals for relevant information.
User customizes the layout of the reporting dashboard.
Given that the user is in the reporting dashboard, when they rearrange or resize the data visualization components, then these layout settings should be saved and applied the next time they access the dashboard.
User expects to view historical performance data.
Given that the user looks for previous project data trends, when they access the reporting dashboard, then they should be able to filter the visuals to display historical data over specified time periods.
Interactive Tutorial Sessions
This feature provides engaging, step-by-step tutorial sessions that walk new users through key functionalities of ClariCon. By using real-time demonstrations and interactive prompts, users gain hands-on experience, allowing them to understand the platform's capabilities quickly and effectively.
Requirements
Step-by-step Interactive Guides
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User Story
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As a new user, I want access to step-by-step interactive guides so that I can learn how to use ClariCon features effectively without feeling overwhelmed or needing frequent assistance.
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Description
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This requirement entails creating comprehensive, interactive guides that lead new users through the functionalities of ClariCon. The guides will incorporate real-time demonstrations, ensuring users can visualize each feature as they learn. The interactive prompts, such as quizzes and hands-on tasks, will bring a practical dimension to the learning experience, significantly reducing the learning curve for new users. Proper integration with the existing user interface will be essential, providing an intuitive learning environment that matches the overall aesthetic and function of ClariCon. The expected outcome is enhanced user engagement, improved understanding of key features, and an overall reduction in support requests from new users.
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Acceptance Criteria
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New users access the interactive tutorial sessions for the first time as part of their onboarding process.
Given a new user has logged into ClariCon, when they select the 'Interactive Tutorial' option, they will be presented with step-by-step guides that correspond to key functionalities of the platform, allowing them to proceed through each tutorial without errors and with the option to return to previous steps.
New users complete a quiz at the end of each tutorial to test their understanding.
Given a user has completed a tutorial session, when they access the quiz, they must see at least five multiple-choice questions related to the tutorial content, and the user must score 80% or above to successfully complete the tutorial.
Users engage with the interactive prompts within the tutorials to perform hands-on tasks.
Given a user is participating in the tutorial, when interactive prompts for hands-on tasks appear, the user must be able to perform the task successfully and receive immediate feedback, including confirmations or suggestions.
The interactive guides are used consistently across different devices (desktop, tablet, mobile).
Given a user accesses the interactive guides from different devices, when they navigate through the tutorials, the interface must remain consistent and visually appealing, and all functionalities must operate correctly regardless of the device used.
Users can provide feedback on the tutorial sessions after completing them.
Given a user finishes a tutorial session, when they are prompted to provide feedback, they should be able to submit a rating from 1 to 5 and add any comments, which must be captured in the system for review and analysis.
The tutorial sessions seamlessly transition to live support when users request help.
Given a user is engaged with the tutorial and encounters a difficulty, when they click the 'Need Help?' button, they should be redirected to live support within three seconds, enabling them to receive assistance without leaving the tutorial.
Users should experience clarity and intuitive navigation while using the interactive guides.
Given a user is participating in an interactive tutorial, when they navigate through the sessions, user feedback must indicate a satisfaction score of 85% or higher regarding clarity and ease of navigation.
Real-time Feedback Mechanism
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User Story
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As a new user, I want the ability to give real-time feedback during tutorials, so that I can express my understanding or confusion as I learn about ClariCon functionalities.
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Description
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This requirement focuses on implementing a real-time feedback mechanism that allows users to submit their thoughts and questions during tutorial sessions. As users navigate through the interactive tutorials, they will have the ability to provide instant feedback on the effectiveness of the guide, report issues, and request additional help if needed. This mechanism aims to create a dynamic learning process, allowing for the continuous improvement of tutorial content based on user experiences. Integration with user analytics will aid in tailoring future tutorials and addressing common pain points, leading to an increasingly effective onboarding process.
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Acceptance Criteria
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Users participate in interactive tutorial sessions to learn about key functionalities of ClariCon and provide feedback on their experience.
Given a user is in an interactive tutorial session, when they submit feedback through the feedback mechanism, then the feedback should be recorded and acknowledged within 5 seconds.
Users encounter an issue while navigating through the tutorial and wish to report it immediately.
Given a user identifies an issue during the tutorial, when they report the issue via the feedback mechanism, then the issue should be logged in the system and automatically categorized as a 'User Reported Issue'.
New users complete a tutorial session and want to request further assistance based on their experience.
Given a new user has completed an interactive tutorial session, when they submit a request for additional assistance, then an automated response should acknowledge their request and provide them a timeline for follow-up support.
The system collects user feedback from various tutorial sessions to analyze the effectiveness of the content.
Given feedback has been collected from multiple users across different sessions, when the analytics dashboard is accessed, then a report summarizing the feedback trends and average ratings for each tutorial should be generated and displayed within 10 seconds.
Users provide positive or negative feedback regarding the clarity of tutorial instructions.
Given a user submits feedback rating the clarity of the tutorial instructions, when the feedback is analyzed, then the system should categorize the feedback as 'Positive', 'Neutral', or 'Negative' and update the tutorial's effectiveness score accordingly.
Admin users desire to update tutorial content based on common feedback themes identified in user analytics.
Given that user feedback has identified common themes for improvements, when the admin accesses the tutorial management interface, then they should have the capability to modify tutorial content directly and publish changes based on user insights.
Progress Tracking Dashboard
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User Story
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As a new user, I want a progress tracking dashboard to see my completion status in the tutorials, so that I can stay motivated and aware of my learning progress in ClariCon.
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Description
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This requirement involves developing a progress tracking dashboard that visually represents a user’s completion status of the interactive tutorials. The dashboard will highlight completed sessions, in-progress modules, and remaining content, providing users with a clear picture of their learning journey. It will also serve as a motivational tool by displaying benchmarks and encouraging users to continue with their tutorials. Integration with user accounts will enable personalized tracking and completion rates, contributing to a tailored user experience that fosters accountability and engagement during the onboarding phase.
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Acceptance Criteria
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User views the Progress Tracking Dashboard after completing an interactive tutorial session.
Given a user has completed a tutorial session, When the user navigates to the Progress Tracking Dashboard, Then the dashboard should display the completed session in a distinct 'Completed' section.
User interacts with the Progress Tracking Dashboard to view in-progress modules.
Given a user has started but not completed a tutorial session, When the user accesses the Progress Tracking Dashboard, Then the dashboard should visually indicate the in-progress module clearly with a progress bar.
User checks the Progress Tracking Dashboard for remaining tutorials.
Given a user has gone through several sessions, When the user opens the Progress Tracking Dashboard, Then the dashboard should list any remaining modules that need to be completed, allowing the user to easily identify next steps.
User receives motivation through performance benchmarks displayed on the dashboard.
Given a user has completed some tutorials, When the user views the Progress Tracking Dashboard, Then the dashboard should display performance benchmarks highlighting the user's progress against average completion rates of other users.
User account integration with the Progress Tracking Dashboard.
Given a user logs in to their account, When they access the Progress Tracking Dashboard, Then the dashboard should reflect the individual's personalized progress and completion rates accurately based on their tutorial session history.
User filters tutorials by completion status on the dashboard.
Given a user is on the Progress Tracking Dashboard, When they apply a filter for 'Completed', 'In Progress', or 'Not Started', Then the dashboard should update to only show tutorials matching the selected filter criteria.
User interface accessibility on the Progress Tracking Dashboard.
Given the user has accessibility needs, When they navigate the Progress Tracking Dashboard, Then all elements of the dashboard should be fully accessible and compliant with WCAG 2.1 standards for screen readers and keyboard navigation.
Integration with Help Center
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User Story
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As a new user, I want access to contextual Help Center resources during the tutorials, so that I can explore additional information and assistance without getting lost.
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Description
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This requirement outlines the integration of tutorial sessions with the existing Help Center resources of ClariCon. Each tutorial session will include contextual help links and additional resources, guiding users to articles, FAQs, and video tutorials related to the feature being learned. This seamless connection will empower users to find comprehensive help without leaving the tutorial environment. Ensuring this integration is key in providing holistic support during the user onboarding process, thereby enhancing user confidence and competence with the platform.
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Acceptance Criteria
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User initiates an interactive tutorial session that introduces the main features of ClariCon. During the session, the user should be able to access contextual help links seamlessly to enhance their understanding of specific functionalities.
Given the user has started the interactive tutorial, when they click on any contextual help link, then the user is redirected to the relevant Help Center article without leaving the tutorial session.
As the user progresses through the interactive tutorial, they should be able to view relevant video tutorials related to the feature being learned, ensuring all resources are easily accessible.
Given the user is in the interactive tutorial, when they request to view a related video tutorial, then the video should load and play within the tutorial session interface without any disruptions.
New users are going through the onboarding process using the interactive tutorial sessions. They should be able to find answers to frequently asked questions (FAQs) that might arise during the tutorial.
Given the user is engaged in an interactive tutorial, when they access the FAQ section, then they should see a list of FAQs that pertain specifically to the feature being taught in the tutorial.
After completing a tutorial session, the user should receive a summary of the tutorial along with links to additional resources to further their understanding of ClariCon.
Given the user has finished the interactive tutorial, when they click on the summary button, then they should see a summary of key takeaways along with links to relevant articles, videos, and FAQs.
The integration of the tutorial sessions with the Help Center is tested for usability and effectiveness based on user feedback during the onboarding process.
Given a group of new users completes the interactive tutorial sessions, when they provide feedback on their experience, then at least 80% report being able to effectively find additional help resources related to the tutorial.
Personalized Learning Pathways
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User Story
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As a user with prior construction management experience, I want personalized learning pathways that focus on features most relevant to my background, so that I can quickly adapt to using ClariCon efficiently.
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Description
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This requirement involves creating personalized learning pathways tailored to users based on their roles, skills, and prior knowledge of construction management software. The system will analyze user data to recommend specific tutorial sessions that best fit their needs, ensuring that each user receives relevant training content. Implementing this feature enhances user satisfaction and reduces the chances of overwhelming new users with unnecessary information. This targeted approach not only makes the onboarding process more effective but also fosters quicker adaptation and utilization of ClariCon’s features.
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Acceptance Criteria
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New users log into ClariCon for the first time and interact with the personalized learning pathways tailored to their initial assessment results.
Given a new user with a specific role, When they log into ClariCon, Then the system should present them with a personalized learning pathway containing at least three relevant tutorial sessions based on their assessment.
Users complete their personalized learning pathway tutorials and provide feedback on the usefulness of the sessions.
Given a user has completed all tutorial sessions in their personalized learning pathway, When they submit feedback, Then the average usefulness rating from the feedback should be 4 out of 5 or higher.
The system analyzes user roles and past experiences to recommend a specific set of tutorial sessions.
Given multiple users with different roles and experience levels, When the system analyzes their profile data, Then it should recommend tutorial sessions that align with each user's role and prior knowledge, resulting in at least 80% satisfaction in user testing.
A user wishes to revisit a specific tutorial session after initial completion.
Given a user has completed a tutorial session, When they navigate back to the learning pathway, Then they should have the option to revisit that session and track their progress through it.
The system updates personalized learning pathways based on user feedback and performance in tutorial sessions.
Given users have completed various tutorial sessions, When new feedback is collected, Then the system should adjust the learning pathways to prioritize previously underutilized or highly rated tutorials, ensuring at least a 10% improvement in completion rates over the next quarter.
Mentors or managers can view the progress of their team members through the personalized learning pathways.
Given that mentors have access to user progress data, When they check the learning pathways of their team members, Then they should be able to see completion statuses and feedback ratings for each user, with data reflecting at least 90% of users' engagement.
Personalized Setup Checklist
Users can access a customized setup checklist tailored to their specific roles and project requirements. This feature ensures that they complete essential steps in the onboarding process, providing a clear path for setup and reducing confusion and missteps.
Requirements
User Role Identification
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User Story
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As a new project manager, I want the system to identify my role, so that I can receive a personalized setup checklist that aligns with my responsibilities and project needs.
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Description
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This requirement involves implementing a system that identifies and categorizes users based on their roles, ensuring that the personalized setup checklist is tailored to their specific responsibilities. By integrating role identification, ClariCon can provide relevant tasks and steps in the checklist, which will enhance user engagement and reduce onboarding time. The functionality will enhance clarity in assignments and ensure compliance with project requirements, ultimately leading to smoother onboarding experiences for new users.
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Acceptance Criteria
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User Role Identification during Onboarding Process
Given a new user is onboarding, when they enter their role during registration, then the system must correctly identify and categorize the user as per predefined roles, updating the personalized setup checklist accordingly.
Personalized Setup Checklist Display
Given a user has completed their role identification, when they access the setup checklist, then the checklist must display tasks relevant to their specific role without showing tasks that do not apply to them.
Checklist Task Completion Tracking
Given a user is engaging with the personalized setup checklist, when they complete a task, then the system must record the completion and update the checklist status in real-time.
Error Handling for Role Misidentification
Given a user incorrectly identifies their role during onboarding, when they attempt to access the checklist, then the system must provide corrective prompts to re-enter their role before proceeding.
User Feedback on Checklist Relevance
Given a user has completed their onboarding using the setup checklist, when they provide feedback, then the system must record the feedback and calculate a satisfaction score to assess checklist relevance.
Integration with Existing User Profiles
Given the user identification process, when a returning user logs in, then the system must retrieve their role and present the corresponding personalized setup checklist without re-registration.
Dynamic Checklist Updates
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User Story
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As a site supervisor, I want my setup checklist to update dynamically as I complete tasks, so that I am always aware of what needs to be done next without missing any critical steps.
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Description
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This requirement focuses on enabling real-time updates to the personalized setup checklist based on user feedback and project changes. The checklist will automatically adapt as users complete tasks or if new tasks are introduced due to changing project conditions. This ensures that users always have the most relevant steps to follow, reducing confusion and increasing efficiency by ensuring that the checklist evolves with the project requirements.
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Acceptance Criteria
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User Onboarding for New Projects
Given a user accesses ClariCon for the first time, when they view the personalized setup checklist, then the checklist should reflect the specific tasks required for their assigned role and current project.
Task Completion Triggering Updates
Given a user completes a task on the checklist, when they mark the task as complete, then the checklist should automatically update to reflect any new tasks that are now relevant based on the project's needs.
Feedback Loop for Checklist Improvements
Given a user provides feedback on the checklist functionality, when the feedback is submitted, then the system should notify the user of the upcoming changes to the checklist based on their input within 48 hours.
Real-Time Adaptation During Project Changes
Given a project manager modifies project parameters (e.g., deadlines, resources), when those changes are saved, then the personalized setup checklist should automatically update with any additional required tasks.
Granular Control Over Checklist Visibility
Given users with different roles within the project, when they log into ClariCon, then each user should only see checklist items relevant to their specific responsibilities and project role.
User Interface for Checklist Management
Given a user navigates to the checklist management section, when they view the checklist, then they should have options to rearrange, prioritize, or remove tasks as needed based on their preferred workflow.
Audit Trail of Checklist Changes
Given updates are made to the checklist through user actions or project changes, when a user accesses the checklist's history, then they should see a comprehensive log of all changes with timestamps and the user responsible for each change.
Progress Tracking and Reminders
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User Story
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As a user, I want to receive reminders for the tasks on my setup checklist, so that I can stay on track and ensure I complete my onboarding efficiently.
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Description
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This requirement seeks to incorporate a progress tracking system for the personalized setup checklist, allowing users to visualize their completion status and receive timely reminders for outstanding tasks. By implementing this feature, users can maintain focus on their onboarding tasks and ensure timely completion of all essential steps, ultimately leading to quicker acclimatization to the ClariCon platform and greater overall project success.
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Acceptance Criteria
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User accesses the personalized setup checklist for the first time after logging into ClariCon.
Given the user is logged into ClariCon, when they navigate to the setup checklist page, then the personalized setup checklist is displayed with a clear visual progress indicator and reminders for incomplete tasks.
User marks tasks in the personalized setup checklist as complete during onboarding.
Given the user has completed a task in the checklist, when they mark it as complete, then the visual progress indicator updates to reflect the change and the task is removed from the outstanding tasks list.
User receives reminders for outstanding tasks on their personalized setup checklist.
Given the user has pending tasks, when the reminder system triggers a notification, then the user receives an email alert and an in-app notification for each outstanding task with a due date.
User views their overall progress on the personalized setup checklist after completing several tasks.
Given the user has completed multiple tasks within the checklist, when they view the setup checklist overview, then the progress bar reflects the correct percentage of completed tasks and highlights outstanding tasks.
User encounters an error when accessing the personalized setup checklist.
Given the user attempts to access the checklist, when there is a system error, then the user is presented with an error message and options to retry or contact support for assistance.
User shares their personalized setup checklist with a team member for collaborative onboarding.
Given the user selects the option to share their checklist, when they enter a team member's contact information, then the selected team member receives an invitation to view the checklist and collaborate on task completion.
User Feedback Integration
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User Story
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As a user, I want to provide feedback on my setup checklist, so that the ClariCon team can improve the onboarding experience for future users.
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Description
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This requirement highlights the necessity for an integrated feedback mechanism wherein users can offer input regarding the personalized setup checklist. Collecting and analyzing user feedback will allow ClariCon to continually refine the checklist and enhance its relevance, ensuring that users find it helpful and aligned with their real-world experiences during the onboarding process. This will subsequently increase user satisfaction and adoption rates.
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Acceptance Criteria
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User submits feedback on the personalized setup checklist after completing the onboarding process.
Given a user has completed the onboarding process and accesses the feedback section, when they submit their feedback on the checklist, then the feedback is recorded and acknowledged with a confirmation message.
Admin reviews submitted user feedback on the personalized setup checklist.
Given an admin accesses the feedback section, when they select a user feedback entry, then they should see the complete feedback details including the user ID, submission date, and feedback content.
User receives a prompt to provide feedback after successfully completing the setup checklist.
Given a user has completed the setup checklist, when they finish the checklist, then they receive a prompt asking for their feedback on the checklist's effectiveness.
System analyzes user feedback for trends and insights regarding the setup checklist.
Given that multiple feedback entries have been submitted, when the system processes the feedback, then it generates a report that highlights common suggestions and issues identified across the feedback submissions.
User is able to revise submitted feedback on the personalized setup checklist.
Given that a user has submitted feedback, when they access their previous submission, then they should have the option to edit and resubmit their feedback with changes.
Feedback submission form is accessible and user-friendly for all users.
Given a user tries to access the feedback form, when they open the form, then the form should be easy to navigate, clearly structured, and include instructions for filling it out.
Feedback collected from users results in actionable changes to the setup checklist.
Given that feedback has been reviewed and analyzed, when a decision is made based on user suggestions, then the setup checklist should be updated to reflect changes that improve its clarity and usefulness.
Visual Progress Indicators
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User Story
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As a user, I want to see a visual representation of my progress on the setup checklist, so that I can be motivated to complete the onboarding process faster.
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Description
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This requirement aims to introduce visual progress indicators that showcase the user's advancement through the personalized setup checklist. These indicators will enhance user engagement by providing a clear visual representation of the tasks completed versus those remaining. This element of gamification can motivate users to complete their onboarding efficiently and effectively, leading to quicker project initiation.
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Acceptance Criteria
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User accesses the personalized setup checklist for the first time after logging into ClariCon. They should see a visual progress bar at the top of the checklist interface indicating the percentage of completion based on completed tasks versus total tasks.
Given the user is on the personalized setup checklist page, When the page loads, Then a visual progress bar should be displayed, reflecting the percentage of tasks completed out of the total tasks required for the checklist.
A user completes a task in the personalized setup checklist and clicks the 'Mark as Complete' button. The visual progress indicators should update immediately to reflect this completion in real-time.
Given the user has completed a task and clicks on 'Mark as Complete', When the action is performed, Then the visual progress bar should update immediately to increase the completion percentage by the appropriate amount and visually indicate the completed status of that task.
A user reviews their progress on the personalized setup checklist at various points during their onboarding process. The interface should provide them a visual cue when they reach milestones, such as completing 25%, 50%, and 75% of the tasks.
Given the user is navigating the personalized setup checklist, When they reach 25%, 50%, and 75% completion of the tasks, Then a milestone visual indicator should appear to notify them of their progress at these key stages.
The system administrator wants to ensure that all users can see the visual progress indicators when they access their personalized setup checklist dashboard. They conduct a check of the user interface across different devices and screen sizes.
Given the visual progress indicators are designed for the personalized setup checklist, When the system administrator tests the feature across different devices and screen sizes, Then the progress indicators should be consistently visible and properly formatted without loss of functionality or aesthetics.
A user with accessibility needs uses a screen reader to access the checklist with visual progress indicators. The indicators should be verbally articulated through assistive technology to ensure inclusivity in usage.
Given the user is accessing the personalized setup checklist with a screen reader, When the visual progress indicators are encountered, Then the screen reader should accurately describe the progress state in terms of completed and remaining tasks for the user.
Upon resetting their checklist due to changes in project requirements, the user wants to see the visual progress indicators reset accurately to reflect their new starting point.
Given the user resets their personalized setup checklist, When the reset is confirmed, Then the visual progress indicators should reset to zero, accurately reflecting that no tasks have been completed at the new starting point.
In-App Assistance Bot
An integrated AI-driven assistance bot available within ClariCon that offers immediate support and answers to user queries during onboarding. This feature enhances user confidence by providing real-time guidance and troubleshooting, ensuring a smoother transition into using the platform.
Requirements
Contextual Help Prompts
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User Story
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As a new user, I want to receive real-time help and guidance as I navigate the application so that I can quickly understand how to use its features without feeling lost or overwhelmed.
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Description
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The In-App Assistance Bot must provide contextual help prompts throughout the ClariCon platform to guide users in real-time as they navigate different features. This functionality should allow users to access relevant tips and tutorials without leaving their current tasks, enhancing the onboarding experience. The integration of contextual help will minimize user frustration and support a smoother transition to utilizing the platform efficiently, thereby potentially increasing user adoption rates and satisfaction levels.
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Acceptance Criteria
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User accesses the ClariCon platform for the first time and navigates to the project timeline feature.
Given the user is on the project timeline feature, When they hover over any task, Then contextual help prompts should display relevant tips about task management and deadlines.
A user attempts to assign a new task to a team member while using the platform.
Given the user is on the task assignment page, When they click on the 'Help' icon, Then a contextual help prompt should provide guidance on how to assign tasks effectively.
While setting up a new project, a user wants to understand how to upload project files.
Given the user is on the file upload section during project setup, When they click on the 'Upload Files' button, Then a contextual help prompt should appear offering tips for file types and size limits.
During onboarding, a user is unsure about how to navigate between different project views within ClariCon.
Given the user is on the dashboard, When they switch between different project views, Then contextual help prompts should display information about each view's purpose and functionality.
A user is midway through a task and experiences issues with the platform features.
Given the user is performing a task, When they encounter an error and click on the 'Need Help?' link, Then a contextual help prompt should give troubleshooting steps relevant to the specific issue they are facing.
A returning user is looking for advanced features in the ClariCon platform.
Given the user has logged in to their existing account, When they access the 'Settings' menu, Then contextual help prompts should provide advanced tips on customization and feature usage.
FAQ Database Integration
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User Story
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As a user experiencing an issue, I want to quickly access an FAQ section to find solutions to common problems so that I can resolve my issue without waiting for support assistance.
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Description
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The In-App Assistance Bot should feature an integrated FAQ database that provides users with instant answers to common questions. This functionality will enhance user experience by making information readily available, thus reducing the need for users to seek support elsewhere. The FAQ section should be dynamic, allowing for easy updates and improvements based on user interactions and feedback, thereby ensuring that the most relevant information is always accessible.
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Acceptance Criteria
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User initiates a session on ClariCon and accesses the In-App Assistance Bot for help regarding a project management task.
Given the user is logged into ClariCon, when they click on the In-App Assistance Bot, then the bot should display the FAQ section within 3 seconds.
A user queries the In-App Assistance Bot with a common question about task assignments in ClariCon.
Given that the user asks a frequently asked question, when the question is submitted, then the bot should return a relevant answer from the FAQ database within 5 seconds.
The support team updates the FAQ database with new information based on user feedback and usage statistics.
Given the support team has added new FAQs, when the database is updated, then users should see the new FAQs in the bot's display within 10 minutes.
A user encounters a specific error and seeks information through the In-App Assistance Bot.
Given the user describes the error to the bot, when the bot checks the FAQ database, then it should suggest relevant troubleshooting steps based on the most recent entries.
A user wants to provide feedback on the information provided by the In-App Assistance Bot after using it during a project.
Given the user has interacted with the bot, when they submit feedback, then a confirmation message should indicate their input was successfully recorded.
Users frequently refer to the FAQ section to resolve issues without external assistance.
Given a span of one month, when user interaction data is analyzed, then at least 75% of users should report finding answers to their questions through the FAQ database.
Multi-Language Support
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User Story
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As a non-English speaking user, I want to be able to interact with the assistance bot in my native language so that I can understand the information provided and use the platform effectively.
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Description
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The In-App Assistance Bot is essential to provide multi-language support to accommodate users from diverse backgrounds. By offering assistance in multiple languages, the feature can enhance accessibility and inclusivity, enabling users to communicate effectively. This requirement should cover the translation of help content and responses generated by the bot, with the capability to switch languages seamlessly within the user settings.
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Acceptance Criteria
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User initiates the In-App Assistance Bot and selects a language preference during the onboarding process.
Given that the user has selected a language from the settings, when they ask a question, then the bot should respond in the selected language without error.
User switches the language preference while interacting with the In-App Assistance Bot.
Given that the user has an active conversation with the bot, when they change the language preference from the settings, then the bot should immediately switch to the new selected language without needing to restart the conversation.
User accesses help content in a specific language through the In-App Assistance Bot.
Given that the help content is organized by language, when a user requests help in a specific language, then the bot should provide content accurately translated in the user's selected language.
A user from a non-English speaking background interacts with the In-App Assistance Bot for troubleshooting.
Given that the user prefers a language other than English, when they ask for assistance, then the bot should correctly understand and respond to the request in the user's preferred language without misinterpretation.
User provides feedback on the language support of the In-App Assistance Bot.
Given that the user has utilized the bot in their selected language, when they submit feedback about the bot's language proficiency, then the feedback should be recorded and categorized for analysis and improvement.
The In-App Assistance Bot retrieves and displays configuration settings based on the user's language.
Given that the user has selected a language, when they request to view their account settings, then the settings should be displayed in the user’s selected language, accurately reflecting translations for all fields present.
In-App Assistance Bot updates its language support based on user preferences over time.
Given that user preferences can change, when the user modifies their language settings, then the bot's responses should dynamically adapt to the new language settings across all subsequent interactions.
User Feedback Loop
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User Story
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As a user who received assistance from the bot, I want to provide feedback on the responses I received so that the assistance can be improved for future users.
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Description
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The In-App Assistance Bot must include a feedback mechanism that allows users to rate the usefulness of the assistance they receive. This functionality will enable continuous improvement of the bot's responses and effectiveness, ensuring that the assistance provided evolves with user needs. The feedback collected should be actively utilized to enhance the bot's AI learning algorithms, refining the accuracy and relevance of the information offered over time.
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Acceptance Criteria
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User successfully navigates to the In-App Assistance Bot and requests help during onboarding.
Given the user is on the onboarding page, when they click on the In-App Assistance Bot and ask a question, then they should receive a relevant and informative response within 5 seconds.
User provides feedback on the assistance received from the In-App Assistance Bot post interaction.
Given the user has finished interacting with the bot, when they are prompted to rate the usefulness of the assistance on a scale of 1-5 stars, then the user should be able to submit their feedback successfully without any errors.
Admin reviews user feedback collected from the In-App Assistance Bot over a month.
Given the admin accesses the feedback dashboard, when they view the aggregated data on feedback ratings, then they should see a report detailing average ratings, number of feedback submissions, and trends in ratings over the past month.
User encounters an issue while using the In-App Assistance Bot and requires troubleshooting help.
Given the user initiates a troubleshooting request, when they describe their issue, then the In-App Assistance Bot should provide at least three potential solutions or common fixes relevant to the user's problem.
User interacts with the In-App Assistance Bot multiple times over a week, receiving various types of assistance.
Given the user has engaged with the bot on different queries, when they provide feedback on their last interaction, then their feedback should be stored and should not affect the usability of the bot during subsequent interactions.
Feedback submitted by users is utilized in updating the bot's AI learning algorithms.
Given the feedback submissions are collected, when the development team reviews and analyzes this data, then they should implement at least one improvement to the bot’s responses based on user feedback before the next software update.
Personalized Assistance
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User Story
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As a user familiar with some features, I want the assistance bot to provide personalized tips and suggestions based on my usage pattern so that I can maximize my productivity with the platform.
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Description
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The In-App Assistance Bot should offer personalized assistance based on user behavior and preferences. By analyzing user interactions, the bot can tailor responses and recommendations to enhance user experience. This capability will not only increase user engagement but also foster a sense of support tailored specifically to individual user needs, resulting in a more effective onboarding process and better overall utilization of the ClariCon platform.
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Acceptance Criteria
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User initiates onboarding and interacts with the In-App Assistance Bot for the first time.
Given a new user has logged into ClariCon for the first time, when they interact with the In-App Assistance Bot, then the bot provides personalized greetings and introductory information tailored to the user’s role in the project.
The user provides feedback on the assistance received from the In-App Assistance Bot.
Given a user has received assistance from the bot, when they submit feedback on their experience, then the bot uses this feedback to adjust future responses and improves its assistance over time.
User preferences are tracked and used to personalize interactions with the In-App Assistance Bot during onboarding.
Given the bot has access to user interaction data, when a user engages with the bot, then it should offer personalized recommendations based on previously tracked preferences and behaviors.
The user requests help with a specific feature of ClariCon through the assistance bot.
Given a user is using ClariCon and needs help with a specific feature, when they ask the In-App Assistance Bot about that feature, then the bot provides accurate, detailed information relevant to that feature in a timely manner.
The bot provides troubleshooting steps based on user interaction data.
Given a user encounters issues while using ClariCon, when they inquire about troubleshooting help, then the bot must deliver personalized, step-by-step troubleshooting directions based on past interaction patterns and user's reported problems.
The user receives a summary of their previous interactions with the bot.
Given a user has completed their onboarding, when they request a summary of their interactions with the In-App Assistance Bot, then the bot provides an overview of the assistance provided, feedback given, and recommendations made.
Gamified Learning Experience
This feature incorporates gamification elements into the onboarding process, where users earn rewards and achievements for completing tutorials and setting up their accounts. It encourages active participation and makes the learning process more enjoyable and engaging.
Requirements
Interactive Tutorial Modules
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User Story
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As a new user, I want to access interactive tutorials so that I can understand how to use ClariCon effectively and get started quickly.
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Description
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The Interactive Tutorial Modules requirement specifies the creation of engaging, step-by-step tutorial sections integrated within the ClariCon onboarding process. These modules will utilize video, animations, and quizzes to enhance learning and retention of the platform's functionalities. By breaking down complex information into digestible segments, users will have an enriched experience that fosters a deeper understanding of the tools at their disposal. This improved onboarding will streamline user acclimatization, ultimately leading to a more proficient use of ClariCon features right from the start.
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Acceptance Criteria
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User completes the first tutorial module and is able to navigate to the next module seamlessly without errors.
Given the user finishes the first tutorial module, when they click 'Next', then they should be redirected to the second tutorial module without any error message or delay.
User receives feedback after completing a quiz in the tutorial module.
Given the user finishes a quiz at the end of a tutorial module, when they submit their answers, then they should receive immediate feedback with their score and suggestions for improvement.
Users should be able to replay a tutorial video if they want to review it again.
Given the user is on the tutorial module page, when they select the 'Replay Video' option, then the tutorial video should restart from the beginning without any glitches.
User earns a reward after completing all sections of the onboarding process.
Given the user completes all interactive tutorial modules, when they reach the final module, then they should receive a notification confirming their achievement and any earned rewards, such as badges or points.
The tutorial module must work on both desktop and mobile devices.
Given the tutorial module is accessed on a desktop or mobile device, when the user interacts with the content, then the experience should be optimized for both platforms and function without issues.
Users can track their progress through the onboarding tutorials.
Given the user has started the onboarding process, when they access the tutorial overview page, then they should see a visual representation of their progress, including completed and incomplete modules.
Users can provide feedback on the tutorial modules after completion.
Given the user finishes a tutorial module, when they are prompted to rate the module, then they should have the option to provide a rating and comments which are successfully submitted and stored.
Reward System for Engagement
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User Story
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As a user, I want to earn rewards for completing onboarding tutorials so that I feel motivated to engage more deeply with ClariCon's features.
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Description
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The Reward System for Engagement requirement outlines the integration of a system that rewards users for completing tutorials and achieving certain milestones during onboarding. Users will earn points or badges that can be displayed on their profiles or redeemed for platform-related perks, incentivizing active participation. This system not only enhances user motivation but also creates a sense of community within the platform, encouraging ongoing engagement beyond the initial setup phase.
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Acceptance Criteria
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User successfully completes onboarding tutorials and receives points as rewards for engagement.
Given a user completes all designated onboarding tutorials, when the user checks their profile, then the user should see an updated points balance reflecting the completed tutorials.
User achieves a milestone during onboarding and receives a badge to display on their profile.
Given a user completes a significant milestone in the onboarding process, when the user accesses their profile, then the user should see a new badge awarded based on the specific milestone achieved.
Users redeem their earned points for platform-related perks.
Given a user has accrued a sufficient number of points, when the user selects a reward from the perks list, then the system should deduct the correct number of points and provide the selected reward to the user.
Users participate in a leader board showcasing top participants based on earned points.
Given a user has completed onboarding tutorials and accrued points, when the user views the leaderboard, then the user should see their position relative to other users based on the total points earned.
Users receive a notification for earning a badge in the onboarding process.
Given a user completes an onboarding task that earns them a badge, when the badge is awarded, then the user should receive an immediate notification about the new badge achieved.
Users can view a history of earned rewards and badges.
Given a user has earned points and badges, when the user accesses their rewards history section, then the user should see a complete list of all points earned and badges awarded during onboarding.
Progress Tracking Dashboard
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User Story
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As a user, I want to see my progress in the onboarding process so that I can stay informed about what I have completed and what is left to do.
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Description
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The Progress Tracking Dashboard requirement involves the development of a visual interface where users can monitor their onboarding progress, seeing completed modules and pending tasks. This feature will provide real-time feedback on user engagement and completion rates, encouraging users to continue their progress. By visualizing their learning journey, users gain a sense of achievement as they track their growth and readiness to utilize the platform fully.
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Acceptance Criteria
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User accesses the Progress Tracking Dashboard after completing Step 1 of the onboarding process.
Given the user has completed Step 1, when they access the dashboard, then they should see a visual indicator of completion for Step 1 and a total percentage of onboarding progress.
User attempts to track their onboarding progress mid-way through the tutorial modules.
Given the user is at 50% completion, when they view the dashboard, then the dashboard should reflect 50% completion and list all completed modules with the remaining modules clearly indicated.
User completes all onboarding modules and wants to confirm their full readiness to use the platform.
Given all onboarding modules are completed, when the user checks the Progress Tracking Dashboard, then they should see a 100% completion status and a celebratory message indicating full readiness.
User interacts with the dashboard while progressing through the onboarding experience for the first time.
Given the user is new, when they log in and view the dashboard, then they should find a guide or tooltip explaining how to interpret the progress visuals and check task lists.
Admin wants to monitor user engagement statistics from the dashboard.
Given the admin accesses the dashboard, when viewing user engagement metrics, then they should be able to see detailed statistics such as average completion time and user completion rates for each module.
User accesses the dashboard after completing a module and wants to review feedback.
Given the user has completed a module, when they check the dashboard, then they should find a section displaying feedback or rewards earned during the module completion.
User with low engagement attempts to return to the onboarding process.
Given the user has not progressed in weeks, when they access the dashboard, then they should see reminders of pending modules and suggested actions to re-engage with the onboarding experience.
Feedback Mechanism
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User Story
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As a user, I want to provide feedback on the onboarding tutorials so that ClariCon can continually improve the onboarding experience based on user insights.
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Description
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The Feedback Mechanism requirement highlights the need for a system that allows users to provide feedback on the onboarding tutorials and gamification elements. This feedback can be collected through surveys or rating systems after each tutorial session. By allowing users to voice their opinions and suggestions, ClariCon can continually enhance the learning experience based on user insights and preferences, ensuring that the onboarding process evolves according to user needs.
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Acceptance Criteria
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User completes the onboarding tutorial and submits feedback through the built-in feedback mechanism.
Given a user completes the onboarding tutorial, when they are prompted to provide feedback, then their feedback should be successfully submitted and stored in the system for analysis.
User rates the gamified learning experience after completing their account setup.
Given a user finishes setting up their account, when they are asked to rate the gamified learning experience, then the rating should accurately reflect a score from 1 to 5 and be stored for reporting.
An admin reviews the collected feedback from users regarding onboarding tutorials.
Given the admin accesses the feedback dashboard, when they select the feedback report for onboarding tutorials, then the report should display all collected user feedback along with the average ratings and comments.
Users are able to view their feedback submission history within their profiles.
Given a user accesses their profile, when they navigate to the feedback section, then they should see a list of all previous feedback submissions and their statuses.
A user attempts to provide feedback without completing a tutorial.
Given a user has not completed the tutorial, when they try to access the feedback form, then they should receive a message indicating that feedback can only be provided after tutorial completion.
System sends automated reminders for feedback submission after each tutorial session.
Given a user completes a tutorial session, when one week has passed without feedback submission, then the system should automatically send an email reminder to the user to provide feedback.
Feedback mechanism includes options for quantitative and qualitative feedback.
Given a user is filling out the feedback form, when they select the feedback type, then they should see input fields for both rating (numeric) and comments (text) available.
Leaderboard for Engagement
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User Story
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As a user, I want to see a leaderboard of top learners so that I can be inspired to engage more in the ClariCon onboarding process.
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Description
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The Leaderboard for Engagement requirement introduces a virtual leaderboard that showcases top users who have earned the most rewards through active engagement in the onboarding process. This feature encourages a healthy competitive spirit among users, promoting higher participation rates in tutorials. By recognizing and celebrating active users, ClariCon can foster a sense of achievement and encourage others to increase their engagement.
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Acceptance Criteria
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Top User Recognition in the Onboarding Leaderboard
Given a user completes tutorials and earns rewards, when they view the leaderboard, then their name appears in the top position if they have the highest rewards earned.
Real-Time Update of Leaderboard
Given that a user earns rewards through tutorial completion, when the reward is logged, then the leaderboard updates in real-time to reflect the current standings of all users.
Achievement Badges for Leaderboard Performance
Given a user ranks in the top 10 users on the leaderboard, when they access their profile, then they should see a digital badge indicating their achievement in engagement.
User Interaction with the Leaderboard
Given a user views the leaderboard, when they click on a user’s name, then they should see a detailed view of that user's total earned rewards and tutorial completion status.
Leaderboard Accessibility Across Devices
Given a user accesses ClariCon on any device, when they log into their account, then they should be able to view the leaderboard without any functionality issues.
Notification for Leaderboard Updates
Given a user is ranked in the top 10 of the leaderboard, when another user surpasses their score, then the original user receives a notification about the change in ranking.
Visibility of the Leaderboard During Onboarding
Given a new user is onboarding, when they complete their first tutorial, then the leaderboard should be visible to them to encourage competition and engagement.
Feedback & Improvement Loop
After completing the onboarding process, users can provide feedback on their experience through a simple questionnaire. This feature captures insights that help refine the onboarding process, ensuring continuous improvement and a user-focused approach.
Requirements
Feedback Questionnaire
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User Story
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As a new user, I want to share my feedback on the onboarding process so that ClariCon can improve the experience for future users.
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Description
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The Feedback Questionnaire requirement involves creating a user-friendly interface where users can easily provide feedback on their onboarding experience through a set of structured questions. This questionnaire should allow users to rate their onboarding process on various aspects, such as clarity, effectiveness, and overall satisfaction. The collected feedback will be aggregated and analyzed to identify strengths and weaknesses in the onboarding process, guiding iterative improvements. Integrating this functionality seamlessly within the ClariCon platform will ensure that users can effortlessly share their insights, ultimately leading to a more refined onboarding experience and increased user satisfaction.
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Acceptance Criteria
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User submits feedback after completing the onboarding process.
Given a user has completed the onboarding process, when they access the feedback questionnaire, then they should see a user-friendly interface that allows them to rate their onboarding experience on a 5-point scale for clarity, effectiveness, and overall satisfaction, and provide text comments for suggestions.
System aggregates feedback responses for analysis.
Given multiple users have submitted their feedback, when the feedback questionnaire responses are collected, then the system should automatically aggregate and categorize the data into strengths and weaknesses of the onboarding process for further analysis.
Feedback submission confirmation to the user.
Given a user has completed the feedback questionnaire, when they hit the submit button, then they should receive a confirmation message that their feedback has been successfully submitted and acknowledged.
Feedback questionnaire is responsive and accessible.
Given a user is using any device (mobile, tablet, desktop), when they access the feedback questionnaire, then the interface should be fully responsive and maintain accessibility standards to ensure all users can participate regardless of their device or needs.
System allows for anonymous feedback submission.
Given a user is presented with the feedback questionnaire, when they review the submission process, then they should have the option to submit feedback anonymously, ensuring their comfort and honesty in providing insights.
User can edit feedback before final submission.
Given a user is filling out the feedback questionnaire, when they have entered their ratings and comments, then they should have the ability to review and edit their responses before clicking the final submit button.
Feedback data is secured and complies with privacy regulations.
Given that users provide personal feedback data, when the data is stored and processed, then it must comply with relevant privacy regulations (like GDPR), ensuring user data is secured and used only for the intended purposes.
Feedback Analysis Dashboard
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User Story
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As a project manager, I want to access a dashboard that shows aggregated feedback from users so that I can identify trends and areas for improvement in the onboarding process.
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Description
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The Feedback Analysis Dashboard requirement focuses on developing a visual dashboard that aggregates and displays the feedback collected from users about their onboarding experience. This dashboard should provide project managers and product stakeholders with key metrics and insights, including feedback trends, common pain points, and user satisfaction ratings. By offering data visualizations and comparison tools, stakeholders can make informed decisions to optimize the onboarding process. The dashboard will play a crucial role in driving the continuous improvement of the platform, ensuring that user feedback directly informs development efforts.
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Acceptance Criteria
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Viewing Aggregated User Feedback on Onboarding Experience
Given that a project manager accesses the Feedback Analysis Dashboard, when they select the 'User Feedback' section, then they should see aggregated data showcasing overall user satisfaction ratings, trends in feedback over time, and common pain points reported by users.
Visual Representation of Feedback Trends
Given that user feedback data has been collected, when the project manager views the 'Feedback Trends' graph, then it should visually display fluctuations in user satisfaction over the last quarter with clear indicators for peaks and troughs.
Comparative Analysis of User Feedback Data
Given that multiple onboarding sessions have been completed, when a project manager selects the 'Compare Sessions' feature, then they should be able to view side-by-side comparisons of user feedback metrics across different sessions.
Filtering Feedback by Pain Points
Given that the Feedback Analysis Dashboard is displaying user feedback, when the project manager uses the filter options to view feedback related to specific pain points, then all user comments and ratings associated with those pain points should be accurately displayed.
Exporting Feedback Data for Reports
Given that the project manager needs to share insights with stakeholders, when they choose the 'Export' option from the Feedback Analysis Dashboard, then they should be able to download user feedback data in a CSV format that includes all relevant metrics.
Real-time Update of Feedback Metrics
Given that new feedback data is submitted by users, when the data is processed, then the Feedback Analysis Dashboard should automatically refresh to reflect the latest metrics without requiring a manual refresh by the project manager.
Notification System for Feedback Submission
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User Story
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As a team member, I want to receive notifications whenever feedback is submitted so that I can review and act on it in a timely manner.
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Description
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The Notification System for Feedback Submission requirement entails implementing a notification mechanism that alerts relevant stakeholders when users submit their feedback on the onboarding process. This notification could be in the form of an email alert, in-app notification, or dashboard update, prompting team members to review incoming feedback promptly. This system ensures that feedback is not overlooked and that timely actions can be taken to address any issues raised by users. Integrating this feature will enhance the responsiveness of the team and demonstrate to users that their feedback is valued and taken seriously.
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Acceptance Criteria
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Notification is received after user submits feedback through the questionnaire on the onboarding process.
Given a user completes the feedback questionnaire, when they submit their feedback, then the relevant stakeholders should receive a notification via email within 5 minutes.
In-app notifications are displayed for team members when user feedback is submitted.
Given a user has submitted their onboarding feedback, when the feedback is recorded in the system, then an in-app notification should appear for all relevant team members immediately.
Dashboard updates reflect new feedback submissions to keep team members informed.
Given new user feedback has been submitted, when the team's dashboard is refreshed, then it should reflect the new feedback entry in real-time, maintaining the current feedback count.
Stakeholder engagement with the feedback submission is tracked to ensure accountability.
Given a notification has been sent to stakeholders, when they access the feedback, then their engagement (viewing or responding) should be tracked and reported within 24 hours.
Multiple feedback submissions can be processed and notified without delay or loss.
Given multiple users submit feedback at the same time, when all submissions are recorded, then each relevant stakeholder should receive a separate notification for each submission.
Feedback notifications are customizable based on user roles within the platform.
Given feedback has been submitted, when stakeholders receive notifications, then the notification should include details relevant to their roles, such as priority level and category of feedback.
Implementation of Improvement Actions
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User Story
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As a product owner, I want to implement changes based on user feedback so that we continuously improve the onboarding experience for our users.
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Description
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The Implementation of Improvement Actions requirement outlines the process for incorporating user feedback into actionable improvement plans. This involves defining a workflow for analyzing collected feedback, prioritizing issues based on user impact, and implementing changes to the onboarding process accordingly. Collaboration among team members will be essential to ensure that feedback is effectively translated into enhancements. Establishing clear action items and timelines will facilitate accountability and track progress. This requirement is vital for fostering a culture of continuous improvement and demonstrating responsiveness to user needs.
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Acceptance Criteria
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User provides feedback through the questionnaire after completing the onboarding process.
Given the user completes the onboarding process, when they access the feedback questionnaire, then they should be able to submit feedback without any errors and receive confirmation of submission.
Team reviews feedback collected from users on a weekly basis to analyze and prioritize.
Given feedback is collected, when the team convenes weekly, then they should be able to categorize and prioritize feedback based on user impact and urgency in a shared document.
Action items are created based on the prioritized feedback.
Given prioritized feedback from the weekly review, when the team determines action items, then each action item must have a clearly defined owner, a deadline, and a success metric outlined in the project management tool.
Improvements are implemented based on user feedback and documented.
Given the action items established, when the team completes the implementations, then changes made to the onboarding process must reflect the feedback within two sprints and be documented in the project wiki.
Users are re-engaged after changes to understand the effectiveness of implemented improvements.
Given enhancements have been made, when users complete the onboarding process again, then a follow-up feedback solicitation must be sent within 24 hours to assess the changes' effectiveness.
Continuous improvement cycle is established and maintained over time.
Given the feedback loop is in place, when reviewing quarterly, then the team must present a summary of feedback trends and improvement outcomes to stakeholders to ensure ongoing accountability and responsiveness.
Feedback Follow-up Process
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User Story
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As a user who provided feedback, I want to receive updates on how my input has led to improvements so that I feel my voice is valued and my contributions matter.
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Description
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The Feedback Follow-up Process requirement is designed to create a structured approach for following up with users who provided feedback. This process should involve reaching out to users with specific inquiries related to their feedback, providing updates on implemented changes, and thanking them for their contributions. This follow-up mechanism fosters a sense of community and encourages ongoing engagement from users, helping them feel valued and enhancing user retention. Properly implementing this requirement will create positive relationships between users and the ClariCon team.
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Acceptance Criteria
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User provides feedback after completing the onboarding process through the ClariCon platform.
Given a user has completed the onboarding process, when they submit feedback, then they should receive a confirmation email acknowledging receipt of their feedback within 24 hours.
ClariCon team reviews the feedback submitted by users.
Given feedback is collected, when the review process is initiated, then at least 90% of feedback should be analyzed and categorized within 7 days.
ClariCon team reaches out to users to inquire about their feedback.
Given that feedback has been categorized, when the team conducts follow-ups, then each user who provided feedback should be contacted within 14 days with specific questions related to their feedback.
Updates on changes based on user feedback are communicated effectively.
Given feedback has led to actionable changes, when a follow-up is conducted, then users should receive updates outlining changes made within one month of their feedback submission.
Users express gratitude and appreciation for their contributions to ClariCon.
Given feedback has been successfully followed up, when users receive follow-up communication, then at least 70% of users should express satisfaction with the follow-up process in a post-follow-up survey.
Continuous improvement in the onboarding process based on user feedback.
Given feedback from users, when improvements are made, then the onboarding process satisfaction score should increase by at least 20% on the next user's feedback survey.
Engaging with users to foster a sense of community post-feedback.
Given that follow-ups have been conducted, when users engage with ClariCon's community features, then at least 50% of users who provided feedback should participate in community activities within the next quarter.
Role-Specific Learning Paths
This feature offers specialized learning pathways based on user roles—Project Manager, Site Supervisor, etc.—ensuring that each user receives relevant information and tools that specifically cater to their responsibilities, enhancing the overall onboarding experience.
Requirements
Interactive Learning Modules
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User Story
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As a Site Supervisor, I want interactive learning modules that are specific to my role so that I can quickly become proficient in using ClariCon and effectively manage my tasks and responsibilities.
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Description
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The Interactive Learning Modules requirement involves creating engaging, role-specific online training content tailored to the responsibilities of different user roles within ClariCon, such as Project Managers and Site Supervisors. These modules will include multimedia elements such as videos, quizzes, and interactive scenarios that enhance learning retention and engagement. The integration into the platform will allow users to easily access modules relevant to their roles, ensuring a tailored onboarding experience that boosts their competency and confidence in using ClariCon effectively. The expected outcome is improved user engagement, faster onboarding, and empowerment of users in their respective roles.
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Acceptance Criteria
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User successfully accesses an interactive learning module tailored for Project Managers.
Given a user with a Project Manager role, when they log into ClariCon, then they should see a list of interactive learning modules specific to their role.
User completes a module and receives immediate feedback on their performance.
Given a user has completed an interactive learning module, when the user submits their answers, then they should receive feedback on their performance immediately, including correct answers and explanations.
User navigates to the learning path and finds relevant modules based on their role.
Given a user selects their role upon onboarding, when they navigate to the role-specific learning paths, then they should see a curated list of interactive modules designed for their role.
User engages with multimedia elements within a learning module.
Given a user is utilizing an interactive learning module, when they interact with multimedia elements such as videos or quizzes, then the platform should track their engagement and time spent on each element.
User completes multiple modules and tracks their progress effectively.
Given a user has completed various interactive learning modules, when they check their progress dashboard, then they should see a summary of completed modules and a percentage of completion toward their overall learning path.
Progress Tracking Dashboard
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User Story
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As a Project Manager, I want to see a progress tracking dashboard so that I can monitor my team’s learning and ensure everyone is completing their training on time.
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Description
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The Progress Tracking Dashboard requirement entails the development of a visual dashboard that provides real-time tracking of user engagement and progress through the learning paths. This dashboard will allow users and administrators to see how far everyone has progressed in their learning modules, identify modules that may require additional focus or support, and facilitate accountability. By integrating this feature into ClariCon, users can maintain motivation and ensure they are on track to complete their training efficiently. The successful implementation will lead to greater user satisfaction and improved training outcomes.
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Acceptance Criteria
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User Engagement Tracking in the Progress Dashboard
Given a user is logged into the ClariCon platform, when they navigate to the Progress Tracking Dashboard, then they should see a visual representation of their learning path engagement in percentage and a graphical timeline displaying their progress for each module.
Admin View for User Progress Monitoring
Given an administrator is logged into the ClariCon platform, when they access the Progress Tracking Dashboard, then they should be able to view a list of all users along with their individual progress percentages and highlight modules that require additional focus or support.
Real-time Updates on User Progress
Given a user completes a module in their learning path, when they refresh the Progress Tracking Dashboard, then their progress should be updated in real-time to reflect the completion of that module without any delays.
Completion Alerts to Users and Admins
Given a user completes their entire learning path, when the Progress Tracking Dashboard is accessed, then both the user and the administrator should receive an alert notification confirming completion of the modules along with an option to provide feedback.
Mobile Responsiveness of the Progress Dashboard
Given a user accesses the ClariCon platform on a mobile device, when they view the Progress Tracking Dashboard, then the dashboard should be fully functional and maintain its visual integrity, allowing users to track their progress seamlessly on smaller screens.
Integration with Learning Path Assessments
Given a user has completed a learning module with an associated assessment, when they finish and view the Progress Tracking Dashboard, then the dashboard should reflect their assessment results and update their overall progress accordingly, including scores and completion status.
Feedback and Assessment Mechanism
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User Story
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As a Site Supervisor, I want a feedback and assessment mechanism so that I can share my experience and help improve the training material for future users.
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Description
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The Feedback and Assessment Mechanism requirement is aimed at establishing a structured process for users to provide feedback on the learning modules and to assess their understanding via quizzes and assessments. This mechanism will ensure that users can report difficulties faced in learning and evaluate the effectiveness of the training content. The integration of this feedback loop will allow developers to make continuous improvements to the learning paths and content based on user needs. The expected outcome is enhanced content quality and user satisfaction, resulting in effective learning experiences.
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Acceptance Criteria
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Users provide feedback on a learning module after completing it, indicating their experience and whether the content met their expectations.
Given a user completes a learning module, when they are prompted for feedback, then they can submit feedback that includes a rating from 1 to 5 and a comment field.
Users take a quiz to assess their understanding of the module content, receiving immediate feedback on their performance.
Given a user completes a quiz after a learning module, when they submit the quiz, then they receive a score and detailed feedback on each question immediately.
Users report difficulties encountered during the learning process, ensuring the content is continually improved based on user input.
Given a user experiences difficulty in a learning module, when they select the 'Report Issue' option, then they can explain the difficulty and submit it for review by the development team.
Users can review their progress on learning paths, including completed modules and quiz scores, fostering accountability in their learning journey.
Given a user accesses their learning dashboard, when they view the progress section, then they can see a list of completed modules, scores achieved, and feedback provided.
All feedback provided by users is aggregated and analyzed to identify common trends and areas for content improvement.
Given feedback and assessment submissions from all users, when reports are generated, then developers can access a summary of trends and suggestions for improving the learning content.
Users can suggest additional content or resources that would enhance their learning experience.
Given a user completes a learning module, when they choose to suggest additional content, then they can submit a suggestion with a title and description for consideration.
The system tracks the number of feedback submissions and quiz attempts to evaluate engagement with the learning material.
Given users interact with the feedback and assessment mechanism, when data is analyzed, then it shows the total number of feedback submissions and successful quiz attempts on a monthly basis.
Mobile Accessibility for Learning Paths
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User Story
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As a Project Manager, I want to access learning paths on my mobile device so that I can continue my training while on-site without being tied to my desk.
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Description
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The Mobile Accessibility for Learning Paths requirement focuses on ensuring that all learning modules and resources are accessible on mobile devices. This mobile-friendly design will enable users to engage with training content anywhere and anytime, thus facilitating more flexibility in the learning process. By catering to users who may frequently be in the field, this enhancement is crucial for improving user experience and ensuring that learning is not constrained to desktop availability. Successful implementation will lead to increased participation in the training pathways and greater completion rates.
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Acceptance Criteria
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Accessing Learning Paths on Mobile Devices
Given that a user is logged into ClariCon on a mobile device, when they navigate to the Learning Paths section, then they should see the same modules and resources available as on the desktop version, displayed in a mobile-friendly format.
Interactive Elements Functionality
Given that a user is on a mobile device, when they engage with interactive elements (such as quizzes and videos) in the Learning Paths, then these elements must load and function without errors, ensuring a smooth user experience.
Offline Access for Learning Modules
Given that a user is in a location with limited or no internet connectivity, when they access the Learning Paths on their mobile device, then they should be able to download and access at least 80% of the provided learning modules offline.
User Feedback on Mobile Experience
Given that users have completed their learning via mobile devices, when they are prompted to provide feedback, then at least 75% of respondents should express satisfaction with the mobile accessibility and usability of the Learning Paths.
Cross-Device Progress Synchronization
Given that a user completes a module on their mobile device, when they log into ClariCon on a desktop device, then their progress should be synchronized, showing the same completion status across both platforms.
Responsive Design Testing
Given that the Learning Paths are accessible on all mobile devices, when tested on various devices and screen sizes, then all elements should appropriately resize and maintain functionality without loss of information or usability.
User Authentication and Security
Given that a user accesses Learning Paths on a mobile device, when they log in, then the authentication process should adhere to security best practices and ensure that no unauthorized access occurs during the session.
Certification and Recognition Program
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User Story
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As a Site Supervisor, I want to receive certification for completing my learning modules so that I can demonstrate my expertise and commitment to professional development.
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Description
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The Certification and Recognition Program requirement introduces a system that rewards users for completing their learning paths with certificates or badges. These rewards not only serve as a testament to the user’s mastery of their respective roles but also can enhance their professional portfolio. By integrating this motivational element into the onboarding experience, ClariCon encourages users to fully engage with the learning content while fostering a culture of continuous learning within the organization. The anticipated outcome is increased motivation for users to complete their training and commitment to personal and professional development.
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Acceptance Criteria
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Users complete their role-specific learning paths within ClariCon and earn certificates or badges upon completion.
Given a user completes all modules in their role-specific learning path, when they submit feedback on the last module, then the user receives a digital certificate and badge for that learning path.
Users view their earned certificates and badges in their profile dashboard within ClariCon.
Given a user logs into their ClariCon account, when they navigate to their profile dashboard, then they can see all earned certificates and badges clearly displayed with the respective issuance dates.
Users share their certificates and badges externally via social media or professional networks.
Given a user has earned a certificate or badge, when they click on the share option next to the certificate or badge, then they can successfully post it to their selected social media account or professional network without errors.
Managers can track team members’ completed learning paths and issued certifications within ClariCon.
Given a manager accesses the team management section, when they view the learning progress report, then they can see a list of team members along with their completed certifications and badges earned, filtered by user roles.
Users are notified via email upon earning a certificate or badge in ClariCon.
Given a user completes their learning path, when the certificate or badge is issued, then the user receives an email notification that includes the details and a link to view the certificate or badge in their profile.
Social Learning Features
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User Story
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As a Project Manager, I want to engage with my peers during training so that I can share experiences and learn from others in my role.
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Description
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The Social Learning Features requirement aims to facilitate collaborative learning through tools that allow users to connect, share experiences, and support each other during training. This may include forums, chat features, or peer review systems that encourage knowledge sharing among users within the platform. By enhancing the social aspect of learning, ClariCon can create a more engaging community of learners, thus increasing overall user satisfaction and effectiveness of the training. The expected outcome is a vibrant, interactive learning environment that boosts knowledge retention and connection among users.
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Acceptance Criteria
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User joins the platform and selects their role as Project Manager, accessing the training module that includes social learning features.
Given the user selects 'Project Manager' as their role, When they access the training module, Then they should see social learning tools like forums and chat features prominently displayed.
A Site Supervisor uses the platform to connect with peers and share experiences during training sessions.
Given a user is logged in as a Site Supervisor, When they navigate to the social learning section, Then they should be able to create a post and interact with other users' posts.
A user participates in a peer review system within the social learning features to provide feedback on another user's training submission.
Given a user has completed a training submission, When they request peer reviews, Then they should receive feedback from at least two peers within 48 hours.
Users engage in a live chat function to discuss training content in real-time during a scheduled webinar.
Given a webinar is in progress, When users enter the chat function, Then they should be able to send and receive messages in real-time without any delays.
Users navigate to the forum section to read and post questions related to their role-specific learning paths.
Given users are in the forum section, When they search for role-specific topics, Then relevant discussions and posts should appear within three seconds.
An admin monitors user interactions within social learning features to assess engagement levels and identify active participants.
Given the admin accesses engagement analytics, When they view user interactions for the past month, Then they should see metrics like number of posts, replies, and active users listed.
Community & Resource Hub
A dedicated section within the onboarding wizard that connects new users to a community forum, FAQs, and additional resource materials. This feature supports user engagement beyond the initial onboarding, allowing them to learn from peers and access valuable information as they navigate ClariCon.
Requirements
Community Forum Integration
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User Story
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As a new user, I want to join a community forum so that I can connect with other users and get support as I learn to use ClariCon.
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Description
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The Community Forum Integration requirement aims to provide a dedicated space within ClariCon's onboarding wizard where new users can connect with each other. This forum will allow users to share experiences, ask questions, and provide support for each other, fostering a collaborative learning environment. The integration will enhance user engagement, making it easier for users to navigate challenges they face within the platform. By connecting users, this feature will promote community building and ensure they have a support network as they acclimate to using ClariCon, ultimately improving user satisfaction and retention.
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Acceptance Criteria
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New users access the onboarding wizard and are presented with the option to join the community forum for the first time.
Given the user is on the onboarding wizard, when they click on the community forum link, Then they should be redirected to the community forum page where they can register or log in.
Users post a question in the community forum regarding a feature they find confusing.
Given that a user is logged into the community forum, when they create a new post in the forum, Then their post should be visible to other users within 5 seconds and receive confirmation of successful posting.
Users browse through existing topics in the community forum for support.
Given a user is viewing the community forum, when they click on a specific discussion thread, Then the thread should expand to show all comments and allow users to reply, with all actions completed without errors.
A user accesses the FAQ section from the community hub.
Given the user is in the onboarding wizard, when they click on the FAQ link, Then the FAQ section should load within 3 seconds and display at least 10 relevant questions and answers.
New users interact with other members in the community to find solutions to their issues.
Given a user posts a question in the forum, when another user replies to the question, Then the original user should receive a notification of the reply within 2 minutes.
Users access additional resource materials through the community hub.
Given the user is on the community hub, when they click on the resource materials link, Then they should be redirected to a page displaying at least 5 downloadable resources related to onboarding and tool use.
FAQs Section
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User Story
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As a new user, I want to access a FAQs section during onboarding so that I can quickly find answers to common questions and feel more confident using ClariCon.
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Description
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The FAQs Section requirement is designed to provide users with easy access to commonly asked questions and their answers during the onboarding process. This section will be seamlessly integrated into the onboarding wizard, ensuring that users can find relevant information quickly. By addressing potential concerns and queries preemptively, the FAQs Section will reduce the volume of support tickets and enhance the overall user experience. It will function as an essential resource, guiding users through the initial stages of their journey with ClariCon, thereby increasing their confidence in using the platform effectively.
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Acceptance Criteria
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New users access the FAQs section during the onboarding process after logging in for the first time.
Given a new user is in the onboarding wizard, when they navigate to the FAQs section, then they should see a list of common questions and answers formatted clearly and logically.
Users search for a specific question in the FAQs section during onboarding.
Given a new user is in the FAQs section, when they enter a search term related to a question, then they should receive relevant results that are accurate and useful.
Users require guidance on a common concern during the onboarding process, such as account setup.
Given a user has a question about account setup, when they read the FAQ related to this topic, then they should find a step-by-step guide that answers their question comprehensively.
Users provide feedback on the usefulness of the FAQs section after completing the onboarding process.
Given a user has completed the onboarding, when they are asked to rate their experience with the FAQs section, then they should have the option to provide feedback and rate the usefulness of the information provided.
Users navigate back to the FAQs section from any point in the onboarding process for additional information.
Given a user is in the onboarding wizard, when they choose to go back to the FAQs section, then they should be able to return without losing their progress in the onboarding.
The FAQs section is responsive and accessible on various devices and screen sizes.
Given a user is accessing the FAQs section from a mobile device, when the section is displayed, then it should maintain usability and readability, adapting layout appropriately for different screen sizes.
The FAQs section is regularly updated with user-generated questions and answers after onboarding.
Given that users submit new questions via the community forum, when these questions are reviewed by the support team, then relevant questions should be added to the FAQs section at least bi-weekly to ensure content remains current.
Resource Material Access
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User Story
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As a new user, I want to access training materials and resources during onboarding so that I can learn how to use ClariCon effectively at my own pace.
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Description
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The Resource Material Access requirement focuses on providing users with additional training materials and resources within the onboarding wizard. This feature will include guides, tutorials, and videos that help users understand the functionalities of ClariCon in-depth. By offering diverse formats of educational content, users will be able to choose the learning style that suits them best. This accessibility to resources will empower users, encouraging them to utilize ClariCon more effectively and autonomously. Overall, this will lead to a faster onboarding process and greater user satisfaction.
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Acceptance Criteria
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Onboarding a new user in ClariCon where they access resource materials to help them navigate the platform during their first project setup.
Given the new user is in the onboarding wizard, when they navigate to the Resource Material section, then they should see a list of available guides, tutorials, and videos that can be accessed immediately.
New users exploring resource materials to understand how to use ClariCon's functionalities effectively during their onboarding period.
Given the resource materials are displayed, when the user clicks on a tutorial video, then the video should load within 3 seconds for uninterrupted learning experience.
A user successfully completing the onboarding process after utilizing the resource materials for training and understanding the platform.
Given the user has accessed at least three different types of resource materials, when they complete their onboarding check, then they should demonstrate a 90% knowledge retention rate via a follow-up quiz.
Users revisiting the resource hub after their initial onboarding to find additional learning materials and engage with the community.
Given the user has logged into the platform after onboarding, when they access the Community & Resource Hub, then they should see updated materials and an active community forum ready for interaction.
Conducting usability tests with new users to gather feedback on the resource materials provided in the onboarding wizard.
Given a group of users has completed onboarding, when they are surveyed about the usefulness of the resource materials, then at least 80% of participants should express that the materials were helpful for their learning process.
Assessing the ease of access of resource materials during the onboarding process to ensure user satisfaction and resource engagement.
Given the user is in the onboarding wizard, when they search for a specific topic within the Resource Material section, then relevant materials should appear in under 2 seconds, ensuring efficient information retrieval.
Feedback Collection Mechanism
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User Story
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As a new user, I want to submit feedback about my onboarding experience so that I can help improve the process for future users.
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Description
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The Feedback Collection Mechanism requirement will allow users to provide their input regarding the onboarding experience and available resources. This feature will be integrated at the end of the onboarding process, encouraging users to share their thoughts and suggestions on how to improve the community hub. By collecting feedback, the team can continuously refine and enhance the onboarding experience and the resources provided, ensuring that they meet the evolving needs of users. This direct line of communication is vital for maintaining high user satisfaction and long-term engagement with ClariCon.
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Acceptance Criteria
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End of Onboarding Feedback Collection for New Users
Given a new user has completed the onboarding process, when they reach the feedback collection screen, then they must be able to submit their feedback regarding their experience and access to resources via a clear and functional input form.
Feedback Submission Confirmation
Given a user submits feedback, when the feedback is successfully sent, then the user should see a confirmation message that states "Thank you for your feedback!" and it should disappear after 5 seconds.
Accessibility of Feedback Mechanism
Given a user is on the onboarding completion page, when they attempt to access the feedback mechanism, then the feedback input form must be accessible and usable for users with visual impairments, following WCAG 2.1 standards.
Feedback Storage and Retrieval
Given a user submits feedback, when the team accesses the feedback database, then all submitted feedback should be retrievable by submission date and user ID for review.
Feedback Analytics Dashboard
Given that feedback is collected systematically, when a team member accesses the analytics dashboard, then they should be able to view metrics on feedback received, including an overview of common themes and satisfaction ratings.
Performance of Feedback Mechanism
Given that the feedback collection mechanism is used, when 100 users submit their feedback, then the system must be able to process submissions without any errors and must respond within 2 seconds per submission.
User Notification of Improvements Based on Feedback
Given that feedback has been analyzed and improvements have been made to the Community & Resource Hub, when users visit the hub, then they should see a notification of changes made based on user feedback within 30 days of collecting feedback.
Search Functionality in Community Hub
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User Story
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As a new user, I want to use a search function in the community hub so that I can quickly find specific information or discussions that address my needs.
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Description
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The Search Functionality in the Community Hub requirement aims to provide users with a robust search capability that allows them to find specific discussions, questions, and resources available within the community forum and resource section. This feature will enable users to quickly access the information they need without scrolling through extensive content. Implementing this search function will enhance user experience by making information retrieval intuitive and efficient, ultimately driving user engagement and satisfaction as users can easily locate relevant conversations and materials.
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Acceptance Criteria
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User searches for a specific topic within the Community Hub after completing the onboarding process to find relevant discussions and resources.
Given the user is on the Community Hub, when they enter a keyword in the search bar and click on the search button, then the system should display a list of discussions and resources related to that keyword within two seconds.
A user accesses the Community Hub and searches for FAQs to get direct answers to their queries.
Given the user is on the Community Hub, when they type 'FAQ' in the search bar, then the system should present a list of FAQ articles that include the term 'FAQ' in the title or body of the content.
A user wants to find past discussions that contain a specific term to gain insights from previous comments and questions.
Given the user is on the Community Hub, when they enter a term related to their query in the search bar, then the system should filter and display discussions that contain that term in the title or discussion thread within three seconds.
A user utilizes the search functionality to seek training materials relevant to their role.
Given the user is in the Community Hub, when they input 'training' into the search bar, then they should receive a curated list of resources that are categorized under training materials, displayed in an organized manner.
User searches for a multi-word phrase to find precise information.
Given the user is on the Community Hub, when they input a multi-word phrase in quotations in the search bar and hit search, then the system should prioritize and display results that match the exact phrase, accompanied by page numbers if applicable.
A user attempts to use the search function with no results found to understand how to improve their search query.
Given the user searches a term with no matching content in the Community Hub, when the results are returned, then the user should see a message indicating 'No results found. Try different keywords.' with suggestions for broader search terms.
A user wants to clear their search results to initiate a new search easily.
Given the user has conducted a search in the Community Hub, when they click the 'Clear Search' button, then the search input field should be emptied, and the user should see the default view of the Community Hub content.
Real-Time Hazard Reporting
This feature enables Safety Officers to quickly report hazards directly from the construction site using their mobile devices. By capturing details and photos in real-time, the process streamlines hazard reporting, ensuring immediate attention and resolution. This enhances overall site safety by allowing for faster response times to potential risks.
Requirements
Instant Hazard Notification
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User Story
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As a Safety Officer, I want to receive instant notifications when hazards are reported so that I can respond to them promptly and ensure site safety.
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Description
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This requirement involves implementing a push notification system that alerts safety officers and project managers immediately when hazards are reported through the mobile app. The feature will ensure that the responsible personnel receive real-time updates on potential risks, allowing for swift action to mitigate hazards. Integrating with the existing ClariCon platform, notifications will be sent via email and SMS, enhancing communication and improving site safety by facilitating quicker responses to reported hazards.
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Acceptance Criteria
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Push notification system alerts Safety Officers and Project Managers when a hazard is reported through the mobile app.
Given that a safety officer reports a hazard using the mobile app, When the report is submitted, Then a push notification is sent to all relevant personnel within 5 seconds.
Integration of the hazard reporting feature with email and SMS notifications.
Given that a hazard has been reported, When the system processes the report, Then an email and SMS notification is sent successfully to specific recipients within 2 minutes.
User acknowledgment of received notifications for accountability.
Given that a notification has been sent to a safety officer or project manager, When they open the notification, Then they can acknowledge receipt of the alert and the system logs the acknowledgment time.
Tracking response time to reported hazards for analysis.
Given that a hazard notification has been sent, When a response action is initiated, Then the time taken from the notification to the response should be logged and tracked to improve safety protocols.
Testing the notification system's performance under peak conditions.
Given that several hazards are reported simultaneously, When the reports are processed, Then the system should send all notifications without delays, ensuring no critical hazards are missed.
Ensuring that all relevant personnel are included in notifications.
Given that a hazard is reported, When the notification is sent, Then it must include all safety officers and project managers assigned to that project site.
User-Friendly Hazard Report Form
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User Story
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As a site supervisor, I want an easy-to-use form for reporting hazards so that I can quickly document and report any safety concerns without confusion.
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Description
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This requirement entails creating an intuitive and mobile-responsive form for reporting hazards. The form should allow users to easily input key information, upload images, and specify the severity of the hazard, streamlining the reporting process. Improved user experience will lead to more reports being submitted timely and accurately. The form must seamlessly integrate with ClariCon’s existing data structure to ensure that hazard data is logged correctly and quickly accessible by the project team.
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Acceptance Criteria
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Safety Officers are on site during a construction project and identify a hazardous condition that requires immediate reporting. They open the ClariCon application on their mobile device, navigate to the hazard reporting section, and utilize the form to document the hazard details.
Given that a Safety Officer is logged into the ClariCon application on a mobile device, When they navigate to the hazard reporting form, Then the form should be fully responsive and easily navigable on the device's screen without any layout issues.
Upon opening the hazard report form, the Safety Officer needs to input detailed information about the hazard, such as the hazard type, exact location, and descriptions. They also need to upload a photo of the hazard to provide a visual reference.
Given that the hazard report form is open, When the Safety Officer inputs all the required fields and uploads an image, Then the form should allow submission only if all required fields are filled correctly and an image is uploaded without errors.
The Safety Officer needs to classify the severity of the hazard to ensure appropriate attention is allocated to the report. The form should include options for categorizing severity levels (Low, Medium, High).
Given that the hazard report form is displayed, When the Safety Officer selects the severity level from the provided options, Then the selected severity level should be clearly visible and appropriately categorized in the report summary before submission.
After submission of a hazard report, the Safety Officer expects to receive immediate confirmation that the report has been successfully logged into the system.
Given that the hazard report has been submitted, When the submission is successfully processed, Then the Safety Officer should receive a notification confirming the successful submission and logging of their report.
Project team members need to access logged hazard reports to respond to any reported hazards identified by Safety Officers on the construction site.
Given that a hazard report is submitted, When a project team member accesses the hazard report section in ClariCon, Then they should be able to retrieve and view the details of all submitted hazard reports including images and severity levels without delay.
The hazard report form should integrate into ClariCon’s existing database structure to ensure that all submitted data is correctly stored and easily retrievable.
Given that a hazard report is submitted, When the data is logged into ClariCon’s existing database, Then all input details, including categorization and images, should be accurately reflected in the database without data loss or corruption.
Photo Tagging and Annotation
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User Story
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As a Safety Officer, I want to capture and annotate photos of hazards directly in the reporting tool so that I can provide detailed information to my team about the safety issues we face.
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Description
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This requirement introduces the ability for users to take photos of hazards and annotate them in real-time within the reporting app. Users can highlight specific areas of concern or mark elements in the photo that require attention. This feature allows for clearer communication of hazards to the team and supports better documentation for safety analysis. Integration with the existing photo management system in ClariCon will ensure that all images are stored securely and linked back to the hazard reports.
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Acceptance Criteria
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Safety Officer on-site encounters a hazardous situation and needs to report it using the mobile app to ensure immediate action is taken before it escalates.
Given a Safety Officer is on-site, when they take a photo of a hazard, then the photo must be saved with timestamp metadata and include options to annotate the image.
Following the photo capture, the Safety Officer selects an area of concern within the photo, and the Annotation tool is used to indicate specifics of the hazard.
Given the photo has been taken, when the Safety Officer uses the annotation tool, then they must be able to highlight specific sections of the image and add text notes that will be saved with the photo.
After the hazard has been reported, team members must be able to view the annotated photo via the ClariCon platform to understand the hazard's specifics before responding.
Given the annotated photo is saved to the reporting system, when team members access the hazard report, then they must see the photo and all annotations associated with it clearly displayed.
Users want to ensure that all photos and annotations are securely stored and linked directly to the corresponding hazard reports within ClariCon.
Given a hazard report is submitted, when the photos and annotations are uploaded, then they must be securely linked to the report within the existing photo management system without data loss.
A Safety Officer needs to ensure they can edit previous annotations if additional information is required for clarity on a reported hazard.
Given an existing annotated photo, when a Safety Officer accesses the report, then they must have the ability to edit or remove annotations and save the changes.
The platform should provide a confirmation alert when a photo and its annotations are successfully submitted to prevent user confusion.
Given a photo and annotations have been submitted, when the submission completes, then an alert message confirming the successful upload must be displayed to the Safety Officer.
Multiple annotations need to be captured in the same photo for complex hazards that require detailed explanations.
Given a photo has been captured, when the Safety Officer uses the annotation tool, then they must be allowed to add multiple annotations without limitations on the number of annotations added to the same image.
Real-Time Data Analytics Dashboard
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User Story
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As a project manager, I want to visualize hazard reports on a dashboard so that I can analyze trends and make data-driven decisions regarding site safety improvements.
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Description
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Developing a dashboard that aggregates and displays hazard report data in real-time will provide insights into the types and frequency of reported hazards on-site. This feature is crucial for identifying patterns and potential areas of risk, allowing project managers to implement proactive safety measures. The dashboard will include visualizations and filters to make data interpretation easy and will be integrated into the ClariCon platform for a unified user experience.
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Acceptance Criteria
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Safety Officer reporting a hazard using the mobile feature on a construction site during an active project.
Given a Safety Officer is on-site, when they use the mobile device to report a hazard by entering details and uploading a photo, then the report should be successfully submitted to the Real-Time Data Analytics Dashboard and a confirmation message should be displayed on the app.
Project manager reviewing the real-time data analytics dashboard to identify trends in hazard reports for a weekly progress meeting.
Given project manager has access to the dashboard, when they filter the data by date and type of hazard, then the dashboard should accurately display the aggregated results and visualizations corresponding to the selected filters.
Construction site personnel receiving notifications on the dashboard when a new hazard report is submitted.
Given a new hazard report has been submitted by a Safety Officer, when the report is completed and sent, then all relevant personnel should receive an instant notification through the dashboard outlining the details of the new hazard.
Project manager conducting an analysis of the hazard types reported over the past month.
Given the project manager is accessing the analytics dashboard, when they select a date range for the past month, then the dashboard should display a breakdown of hazard types along with frequency counts in a user-friendly graphical format.
Safety Officer utilizing the dashboard to track the status of previously reported hazards.
Given a Safety Officer wants to review past reports, when they navigate to the hazard report section of the dashboard, then the system should display a list of all reported hazards along with their current status (resolved, in progress, etc.).
Mobile Offline Reporting Capability
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User Story
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As a Safety Officer working on a remote site, I want to report hazards even without internet access so that I can ensure safety is addressed promptly regardless of connectivity issues.
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Description
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This requirement involves enabling the mobile application to allow hazard reports to be submitted even when users are offline. When connectivity is restored, the reports should sync automatically with the ClariCon system. This functionality will enhance the reliability of hazard reporting regardless of the site’s connectivity conditions, ensuring that safety officers can always report hazards in real-time.
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Acceptance Criteria
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Offline Hazard Reporting during Site Inspections
Given a safety officer is on a construction site with no internet connectivity, when they attempt to submit a hazard report with details and photos, then the report should be saved locally on the device without errors.
Automatic Sync of Offline Reports
Given a safety officer has submitted multiple hazard reports offline, when the device reconnects to the internet, then all offline reports should automatically sync with the ClariCon system within 5 minutes without data loss.
User Notification for Successful Sync
Given a safety officer's reports have been successfully synced after offline submission, when the sync process completes, then the user should receive a notification confirming the successful report submission and sync.
Error Handling for Sync Failures
Given a safety officer has submitted offline reports and attempts a sync, when there is a failure in the sync process, then the user should receive a clear error message outlining the issue along with options to retry the sync.
Accessibility Offline Mode
Given a safety officer is using the mobile application offline, when they access the hazard reporting feature, then they should be able to view previously submitted reports and initiate a new report without any navigation issues.
Data Verification upon Syncing
Given a safety officer has submitted offline reports and the device is back online, when the reports are synced to the system, then all data (including details and photos) should match exactly as it was submitted offline.
Usability in Low Connectivity Areas
Given a safety officer is in an area with intermittent connectivity, when they switch from online to offline mode while using the hazard reporting feature, then the application should seamlessly allow report creation without disruption or data loss.
Integration with Emergency Services
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User Story
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As a Safety Officer, I want to quickly alert emergency services through the hazard reporting system so that immediate assistance can be provided in severe situations.
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Description
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This requirement focuses on integrating the hazard reporting feature with local emergency services, enabling quick communication and response coordination in case of severe incidents. Users will be able to trigger alerts that notify emergency responders directly from the hazard report, significantly enhancing site safety and emergency responsiveness. This integration will require mapping of local emergency contacts and protocols within the ClariCon system.
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Acceptance Criteria
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Safety Officer initiates a hazard report from the construction site using a mobile device during an emergency situation.
Given the Safety Officer is on-site and identifies a hazardous situation, When they access the hazard reporting feature and fill in the required details, Then an alert is sent to local emergency services with the specifics of the hazard and location for immediate response.
Emergency responders receive notifications triggered by the hazard report within their communication system.
Given a hazard report is submitted with an emergency alert, When local emergency services check their communication system, Then the report should be displayed with all relevant details including timestamp, location, and photos for prompt action.
The system allows the Safety Officer to select the appropriate emergency service contact based on the type of incident reported.
Given the Safety Officer is filling out a hazard report, When they select the type of hazard from a predefined list, Then the corresponding local emergency service contact information should automatically populate in the report for notification.
The integration system logs all hazard reports and their corresponding emergency alerts for auditing purposes.
Given a hazard report has been submitted with an emergency alert, When the integration system logs the report, Then it must include comprehensive data such as report ID, timestamp, location, and status of the notification to emergency services.
Safety Officer can receive confirmation of emergency service notification after submitting a hazard report.
Given a hazard report with an emergency alert has been submitted, When the report is sent to emergency services, Then the Safety Officer should receive a confirmation message indicating that the alert has been successfully dispatched.
Local emergency services can access historical hazard reports for better situational awareness and response preparation.
Given that local emergency services have access rights, When they query the ClariCon system for historical hazard reports, Then they should be able to view reports filtered by date, type of hazard, and site location.
Safety Audit Checklist
A customizable digital checklist that allows Safety Officers to conduct safety audits on-site efficiently. This feature empowers users to create and modify checklists according to specific project requirements, ensuring thorough inspections while saving time. It promotes accountability and consistency in safety practices across various sites.
Requirements
Customizable Checklist Creation
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User Story
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As a Safety Officer, I want to create customized safety audit checklists so that I can ensure that all specific safety protocols for each project are met efficiently and thoroughly.
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Description
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The requirement focuses on enabling Safety Officers to create and customize digital checklists within the Safety Audit Checklist feature. This functionality should allow users to add, delete, or modify checklist items based on specific project needs or safety protocols. The ability to customize ensures that safety audits are relevant and thorough, accommodating the unique aspects of various construction sites, thereby enhancing safety compliance and operational efficiency.
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Acceptance Criteria
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Creating a Custom Safety Checklist for a New Construction Project
Given a Safety Officer is logged into the ClariCon platform, when they navigate to the Safety Audit Checklist feature and select 'Create New Checklist', then they should be able to add a minimum of 10 customizable items to the checklist and save it successfully.
Modifying Existing Checklist Items for a Specific Safety Protocol
Given a Safety Officer has an existing checklist open, when they choose to modify any checklist item, then they should be able to edit the item description and its associated parameters, and successfully save the changes.
Deleting Unnecessary Items from the Checklist
Given a Safety Officer is viewing a checklist with multiple items, when they select an item and confirm deletion, then the item should be removed from the checklist and not appear in future audits.
Viewing Custom Checklists for Different Construction Sites
Given a Safety Officer has created multiple checklists, when they navigate to the checklist overview page, then they should be able to see all created checklists organized by project name and date created for easy access.
Sharing Customized Checklists with Team Members
Given a Safety Officer has created a customized checklist, when they select the 'Share' option, then they should be able to send the checklist via email to specified team members and receive a confirmation of successful sharing.
Filtering Checklists by Compliance Standards
Given multiple checklists exist, when a Safety Officer applies filters to search for checklists that meet specific safety compliance standards, then the system should display only those checklists that match the criteria specified.
Exporting Checklist Data for Reporting
Given a Safety Officer has completed a checklist, when they select the 'Export' option, then the checklist data should be downloadable in a PDF format, preserving the checklist layout and all completed items.
Real-time Auditing Capability
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User Story
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As a Safety Officer, I want to conduct real-time safety audits on-site so that I can immediately record any safety issues and address them without delay.
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Description
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This requirement entails enabling real-time data entry and auditing through the Safety Audit Checklist feature. This functionality should allow Safety Officers to conduct audits on-site and input data instantaneously, reducing the need for manual data entry post-audit. This capability enhances the accuracy of audit records, facilitates immediate reporting of issues, and promotes timely interventions, thereby improving overall site safety.
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Acceptance Criteria
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Safety Officer conducting an on-site audit using the Safety Audit Checklist on a construction site, ensuring that real-time data entry is functional and accurate during the audit process.
Given that the Safety Officer is on-site, when they enter data into the checklist, then the data should be saved in real-time without any lag or delay.
Safety Officer modifies an existing checklist during an ongoing audit to include additional safety measures relevant to the current site conditions.
Given that the Safety Officer modifies the checklist, when they save the changes, then the modified checklist should update immediately and be visible during the audit.
Safety Officer needs to generate an immediate report from the real-time data collected during an audit to address any safety concerns promptly.
Given that the Safety Officer has completed data entry, when they request a report, then the report should be generated within 2 minutes, accurately reflecting the entered data.
Safety Officer checks the accuracy of data entered in the checklist for a specific audit conducted earlier in the day to ensure reliability of the records.
Given that the Safety Officer navigates to the audit record, when they review the data entries, then all previously entered data should be displayed correctly without discrepancies.
Safety Officer collaborates with site supervisors to discuss real-time audit findings, ensuring clear communication of safety issues identified during the audit.
Given that the Safety Officer has conducted an audit, when they share the real-time findings, then supervisors should receive immediate notifications with detailed data from the checklist.
A Safety Officer attempts to conduct an audit off-line in an area with poor connectivity while ensuring that data can still be collected until connectivity is restored.
Given that the Safety Officer is off-line, when they complete the checklist, then the data should be temporarily stored and automatically synced once connectivity is restored.
Historical Audit Data Access
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User Story
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As a Safety Officer, I want to access historical safety audit data so that I can analyze trends and improve future safety practices on-site.
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Description
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The requirement to implement a system that allows Safety Officers and project managers to access historical safety audit data. This feature will provide insights into past audits, trends in safety compliance, and areas needing improvement. Access to historical data is critical for understanding the effectiveness of safety measures over time, ensuring continuous improvement, and facilitating informed decision-making for future audits.
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Acceptance Criteria
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Accessing Historical Audit Data for Analysis
Given a Safety Officer is logged in to the ClariCon platform, when they navigate to the Historical Audit Data section, then they should be able to view a list of all past safety audits conducted with details such as date, auditor name, and compliance score.
Searching Historical Audit Data by Date Range
Given a project manager wants to analyze specific time periods, when they enter a start and end date in the Historical Audit Data search bar, then the system should return a filtered list of safety audits conducted within that date range.
Exporting Historical Audit Data to CSV
Given a Safety Officer has accessed the Historical Audit Data section, when they click on the 'Export to CSV' button, then the system should generate a downloadable CSV file containing all displayed historical audit data.
Visualizing Historical Trends in Safety Compliance
Given a project manager is reviewing historical audit data, when they select a visual report option, then the system should generate a graph showing trends in safety compliance over the selected period, highlighting areas of improvement and decline.
Receiving Alerts for Non-Compliance Trends
Given that the historical audit data has been reviewed, when the system recognizes a trend of declining compliance (e.g., three consecutive audits with scores below threshold), then it should send an alert notification to the Safety Officer and project manager.
Comparing Current Audit Data with Historical Data
Given a Safety Officer is conducting a new audit, when they select the option to compare current audit results with historical data, then the system should display a side-by-side comparison highlighting improvements or regressions in compliance.
Mobile Compatibility
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User Story
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As a Safety Officer, I want the safety checklist to be compatible with mobile devices so that I can perform audits more flexibly while on-site without needing a laptop.
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Description
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To ensure that the Safety Audit Checklist feature is fully functional on mobile devices, enabling Safety Officers to perform audits using tablets or smartphones. This mobile compatibility will facilitate greater flexibility and ease of use, allowing auditors to conduct inspections in diverse environments without being tethered to a desktop or laptop, thereby enhancing productivity and responsiveness on-site.
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Acceptance Criteria
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Mobile device compatibility for conducting safety audits in various outdoor environments.
Given a Safety Officer is using a mobile device, when they access the Safety Audit Checklist feature, then all checklists should load without errors and enable the officer to create, modify, and complete safety audits seamlessly.
Offline functionality for safety audits in areas with limited internet access.
Given a Safety Officer is in a low connectivity area, when they open the Safety Audit Checklist, then they should be able to access previously downloaded checklists and complete audits without needing an internet connection, with all data syncing once connectivity is restored.
User interface adaptation on mobile devices for different screen sizes.
Given a Safety Officer is using any mobile device, when they access the Safety Audit Checklist, then the interface should automatically adjust to fit the screen size, ensuring that all features are accessible without horizontal scrolling.
Real-time synchronization of audit data between mobile devices and the cloud.
Given a Safety Officer completes an audit on their mobile device, when they submit the checklist, then the data should be instantly synchronized with the central database, and other users should be able to view updates in real-time.
Ability to attach images and notes to entries in the safety audit checklist.
Given a Safety Officer is conducting an audit, when they take a photo or add notes through the Safety Audit Checklist on their mobile device, then the images and notes should be uploaded successfully and associated with the specific checklist entry in the system.
User permissions management for mobile access to safety audits.
Given different user roles exist within the system, when a Safety Officer accesses the Safety Audit Checklist on their mobile device, then they should only be able to view and edit checklists they have permission for, ensuring data integrity and security.
Automated Reporting Generation
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User Story
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As a Safety Officer, I want automated reports generated after audits so that I can quickly share compliance information with stakeholders and save time on documentation.
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Description
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The requirement involves developing an automated reporting system that compiles audit data into comprehensive reports following the completion of a safety audit. These reports should be readily available to stakeholders, streamlining communication and ensuring transparency regarding safety compliance. Automated reports will save time in documentation and provide standardized reporting formats, meeting regulatory requirements more easily.
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Acceptance Criteria
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Automated Report Generation After Safety Audit Completion
Given a completed safety audit, when the user initiates the report generation, then an automated report should be generated within 5 minutes, containing all relevant data from the audit.
Report Accessibility for Stakeholders
Given that a safety audit report has been generated, when stakeholders access the reporting dashboard, then the generated report should be immediately visible and downloadable in PDF format.
Standardized Reporting Format Compliance
Given that the report is generated, when it is reviewed, then it must adhere to the established regulatory reporting format and include all required compliance metrics and observations outlined by regulatory agencies.
Email Notification System for Report Distribution
Given that a report has been generated, when the report is ready, then an email notification should be sent automatically to all designated stakeholders containing a link to the report.
Customization Options for Report Content
Given that a safety audit has been performed, when the user selects customization options, then the report should reflect the chosen parameters, allowing inclusion or exclusion of specific audit details as requested.
Tracking of Report Generation History
Given that multiple audits have been completed, when users access the report history section, then they should see a chronological list of all generated reports with timestamps and relevant audit details.
Incident Tracking Log
A built-in log that tracks safety incidents, near misses, and follow-up actions taken. This feature provides a comprehensive view of safety performances and reporting history, aiding in identifying patterns and areas for improvement in safety measures. It enhances accountability and helps to foster a safer work environment.
Requirements
Incident Data Entry
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User Story
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As a site supervisor, I want to accurately record safety incidents in the platform so that I can track incidents over time and implement safety improvements based on data-driven insights.
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Description
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The Incident Data Entry requirement entails the capability for users to input details about safety incidents, including the type of incident, date, time, location, involved personnel, and a description of the event. This feature should be user-friendly, enabling quick data entry through forms that ensure all necessary fields are completed. Integration with existing project management tools in ClariCon is crucial to allow for seamless access to incident history, ensuring users can input data efficiently while maintaining a clear audit trail for accountability. This functionality enhances the ability to monitor safety incidents and informs management decisions regarding preventative measures.
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Acceptance Criteria
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User inputs incident details via the Incident Data Entry form after a safety incident occurs on-site.
Given a user is logged into ClariCon, when they navigate to the Incident Data Entry form, and input the required fields (type of incident, date, time, location, involved personnel, description), then the form should successfully accept the data and provide confirmation of successful entry.
A user attempts to submit incomplete incident data through the Incident Data Entry form.
Given a user is on the Incident Data Entry form, when they leave any required field empty and attempt to submit the form, then the form should display an error message indicating which fields are required and prevent submission until all required fields are completed.
User reviews the logged incidents after entering new incident data to ensure it appears accurately in the Incident Tracking Log.
Given a user has entered an incident successfully, when they access the Incident Tracking Log, then the newly entered incident should appear with all correct details and timestamps reflecting the entry time.
User integrates the Incident Data Entry feature with existing project management tools within ClariCon to access historical incident data.
Given a user is using the project management tools in ClariCon, when they select the option to view incident history, then they should be presented with an up-to-date log of all entered incidents related to their projects, including the ability to filter by date and incident type.
User verifies the functionality of the Incident Data Entry form on multiple devices to ensure mobile responsiveness.
Given a user accesses the Incident Data Entry form on a mobile device, when they complete the form fields and submit, then the form should function correctly without loss of data and display a success message.
User attempts to retrieve incident reports from the Incident Tracking Log for analysis and further action.
Given a user requires incident reports for a specific date range, when they enter the date range into the filter options on the Incident Tracking Log, then the log should accurately reflect only the incidents that occurred within the selected dates.
User reviews the audit trail for entries made in the Incident Data Entry feature.
Given a user navigates to the audit trail within the Incident Tracking Log, when they view the recent entries, then they should see a complete log of all actions taken including who entered the data and when, ensuring traceability for accountability.
Incident Reporting Dashboard
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User Story
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As a project manager, I want to view a summary dashboard of safety incidents so that I can quickly assess the current safety performance and make informed decisions about resource allocation and safety measures.
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Description
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The Incident Reporting Dashboard provides a comprehensive visual representation of all recorded incidents, showcasing key metrics such as total incidents, incident types, trends over time, and follow-up actions taken. This dashboard should be interactive and customizable, allowing users to filter data based on various parameters such as date range, type of incident, or location. This feature aids in quickly identifying patterns and areas needing attention, ultimately ensuring stronger safety management practices. Integration with other analytics tools within ClariCon can extend reporting capabilities, giving managers deeper insights into site safety performance.
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Acceptance Criteria
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Scenario 1: A project manager accesses the Incident Reporting Dashboard to analyze incidents that occurred over the last month, specifically focusing on fall incidents reported on the construction site.
Given the user is on the Incident Reporting Dashboard, when they apply a filter for date range covering the last month and select 'Fall' under incident type, then the dashboard displays only the incidents of type 'Fall' for that date range with accurate data representation.
Scenario 2: A site supervisor wants to view trends in incident occurrences over the past quarter to present at a safety review meeting.
Given the user selects the last three months in the date range filter and chooses to view occurrences by month, when they view the dashboard, then the dashboard presents a visual representation of incidents by month in a clear graph format.
Scenario 3: A safety officer needs to generate a report of all near misses with corresponding follow-up actions taken for the previous year.
Given the user sets the date range filter to 'Last Year' and selects 'Near Miss' in the incident type filter, when they request the report, then the dashboard outputs all near miss incidents along with detailed follow-up actions taken in a downloadable format.
Scenario 4: A project manager integrates the Incident Reporting Dashboard with their existing analytics tool for deeper insights into site performance.
Given the user has administrative rights and navigates to integration settings, when they connect the dashboard to a specified analytics tool, then the dashboard successfully sends incident data to the analytics tool without errors and acknowledges integration with a confirmation message.
Scenario 5: A user needs to customize the dashboard layout to include specific metrics relevant to their project.
Given the user has customizable view permissions, when they drag and drop metrics to rearrange the dashboard layout, then the dashboard preserves the new layout and displays the selected metrics on subsequent logins.
Scenario 6: A site supervisor encounters a data discrepancy in the displayed incident statistics and wants to report it for correction.
Given the user identifies a discrepancy in the reported data, when they use the 'Report Issue' feature on the dashboard, then the system captures the issue and sends a notification to the relevant admin team for review and action.
Scenario 7: An operations manager receives a notification about a recurring incident trend identified by the dashboard's automatic alerts system.
Given the dashboard has an alert setting activated for incidents, when a predefined threshold of incidents is exceeded, then the system triggers an automatic notification to the operations manager with details of the trend and recommended actions.
Follow-Up Notification System
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User Story
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As a safety officer, I want to receive notifications for necessary follow-up actions after an incident so that I can ensure that all safety measures are addressed promptly and effectively.
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Description
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The Follow-Up Notification System enables automatic alerts and reminders for follow-up actions required after safety incidents. Users should be able to set parameters for follow-ups based on incident severity or user-defined criteria. This feature is essential for ensuring timely responses to incidents and fostering a culture of accountability in managing safety on-site. Notifications can be sent to relevant parties via email or in-app alerts, ensuring that responsible individuals are apprised of needed actions to be taken after an incident occurs. This system promotes continuous improvement in safety protocols.
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Acceptance Criteria
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User sets up a follow-up notification for a high-severity incident involving a serious near miss on site.
Given a high-severity incident is logged, when the user sets up a follow-up notification with a specified timeframe, then an email alert should be sent to the designated personnel within the set timeframe.
A follow-up action is completed after an incident and the system needs to reflect this update.
Given a follow-up action has been taken by a user, when the user marks the action as complete, then the incident log should update to reflect the completion status and the user's comments.
A safety manager wants to review past incidents and their follow-up notifications to ensure accountability.
Given a safety manager accesses the incident tracking log, when they filter incidents by 'follow-up required', then the system should display all incidents with pending follow-ups and their corresponding notification history.
Users receive a timely notification for follow-ups based on criteria set during incident logging.
Given a follow-up notification is due for an incident, when the notification trigger date arrives, then the system will send an in-app alert and an email to all relevant parties as per the defined parameters.
A user configures notification settings for incidents of varying severities to ensure proper alerting for different contexts.
Given a user accesses notification settings, when they adjust the configurations for severity levels, then the system should successfully save these parameters for future incident logging and follow-up actions.
A project manager wants to ensure that follow-ups are being addressed within defined timeframes.
Given a follow-up notifications report is generated, when the report is run, then it should display all follow-ups along with statuses and completion dates, demonstrating adherence to the defined timeframes.
Incident Analysis Report Generation
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User Story
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As an operations director, I want to generate detailed incident analysis reports so that I can present safety findings and recommendations to executive leadership and foster a culture of safety improvement across the organization.
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Description
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The Incident Analysis Report Generation requirement allows users to create and export detailed reports on incidents, including analysis of trends and recommendations for improving safety measures. Reports should include charts, graphs, and detailed descriptions, which provide a thorough overview of safety performance over given periods. This feature is intended to support compliance reporting, internal reviews, and training sessions by giving stakeholders a comprehensive view of safety incidents and management's responses. The ability to customize reports based on selected criteria will enhance its usefulness across various stakeholders.
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Acceptance Criteria
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Generating an Incident Analysis Report for the monthly safety review meeting.
Given that a user selects the date range for the report and checks the required incident types, When the user clicks on 'Generate Report', Then a detailed report is generated including charts, graphs, and a summary of incidents for the selected period.
Customizing the Incident Analysis Report based on specific filtering criteria.
Given that a user is on the report generation page, When the user applies filters such as incident severity, department, and date, Then the report reflects only the incidents that meet the chosen criteria.
Exporting the Incident Analysis Report to different file formats.
Given that a user has generated an Incident Analysis Report, When the user clicks on 'Export', Then the user can select to download the report in CSV, PDF, or Excel format without any loss of data or formatting.
Sharing the Incident Analysis Report with stakeholders via email.
Given that a user has created a report, When the user selects the 'Share' option and enters recipient email addresses, Then the report is successfully sent to all specified recipients and confirmed via a success message.
Viewing historical data trends within the Incident Analysis Report.
Given that a user generates an Incident Analysis Report for multiple periods over a year, When viewing the report, Then the report includes a trend analysis section displaying incident frequency and types over the selected periods.
Providing recommendations based on incident trends identified in the report.
Given that a user has generated an Incident Analysis Report, When the report includes incidents grouped by type, Then there is a section dedicated to actionable recommendations tailored to the identified trends.
User Access Controls for Incident Data
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User Story
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As an admin, I want to set user access permissions for incident logs so that I can ensure that confidential safety information is only accessible to authorized personnel, promoting data security and compliance.
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Description
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The User Access Controls requirement establishes permissions and access levels for different users regarding incident data entry and viewing. This functionality is essential to ensure that sensitive safety information is appropriately managed and that only authorized personnel can modify or view specific incident information. Role-based access control mechanisms will ensure that users can only perform actions relevant to their role, which enhances security within the platform and protects sensitive information while promoting transparency where appropriate. This requirement addresses compliance needs and fosters responsible data management practices.
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Acceptance Criteria
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Access Control for Incident Log Entry by Admin User
Given the user is logged in as an Admin, when they navigate to the incident tracking log page, then they should be able to create, edit, and delete incident entries without any restrictions.
Access Control for Incident Log Viewing by Regular User
Given the user is logged in as a Regular User, when they navigate to the incident tracking log page, then they should only be able to view incident entries but not modify or delete any entries.
Permission Denial for Unauthorized User
Given the user is logged in as an Unauthorized User, when they attempt to access the incident tracking log page, then they should receive a permission denied message and be redirected to the dashboard.
Role-Based Access Management System Functionality
Given an Admin modifies the access permissions for Regular Users, when they update the role settings and save changes, then the changes should reflect immediately without requiring a system restart.
Super Admin Access to All Incident Data
Given the user is logged in as a Super Admin, when they access the incident tracking log, then they should be able to view, edit, and delete all incident entries regardless of the entry's original creator.
Audit Trail for Access and Modifications
Given that a user accesses or modifies incident data, when this action occurs, then an entry should be logged in the audit trail with details about the user, action taken, and timestamp for accountability.
User Notification of Access Rights Changes
Given an Admin modifies a user's role or access rights, when the modification is saved, then the affected user should receive an email notification detailing the changes to their access permissions.
Compliance Dashboard
A visual dashboard that displays real-time compliance metrics and safety statistics, helping Safety Officers assess adherence to safety protocols on-site. This feature provides actionable insights, empowering users to make informed decisions quickly. It also supports proactive safety management by highlighting areas needing attention.
Requirements
Real-time Compliance Tracking
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User Story
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As a Safety Officer, I want to view real-time compliance metrics so that I can ensure that safety protocols are being adhered to on-site and take immediate action when necessary.
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Description
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The requirement entails a system that continually monitors and displays compliance metrics in real-time, allowing Safety Officers to swiftly assess and respond to compliance issues on the construction site. This functionality is essential for ensuring that all safety protocols are being followed. By integrating with existing project data, this feature will provide an up-to-the-minute view of compliance levels, thus enhancing situational awareness. The expected outcome is a proactive approach to safety management, significantly reducing risks and enhancing overall site safety.
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Acceptance Criteria
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Real-Time Monitoring of Compliance Metrics for Safety Officers
Given a Safety Officer is logged into the Compliance Dashboard, when they access the real-time compliance metrics, then they should see an updated display of compliance levels for all safety protocols in use at the construction site.
Alert Notifications for Compliance Issues
Given that compliance metrics are being monitored, when a compliance issue arises (e.g., a safety protocol is not being followed), then the Safety Officer should receive an immediate notification alerting them of the issue in the Compliance Dashboard.
Historical Data Comparison for Compliance Trends
Given the Safety Officer is viewing the Compliance Dashboard, when they select a time range for historical compliance data, then they should see a comparative visual representation of compliance metrics over that selected time frame.
User Accessibility for Compliance Metrics
Given the Compliance Dashboard is being accessed, when a Safety Officer uses a mobile device, then the dashboard should be fully responsive, ensuring all compliance metrics are clearly visible and actionable on the mobile interface.
Integration with Project Data for Real-Time Insights
Given that the Compliance Dashboard is designed to integrate with existing project data, when a change occurs in project activity that affects compliance, then the Compliance Dashboard should reflect this change in real-time within two minutes.
Actionable Insights Display on Compliance Dashboard
Given that the Compliance Dashboard displays compliance metrics, when metrics indicate areas needing improvement, then actionable recommendations should be provided alongside the metrics to guide the Safety Officer in decision-making.
Interactive Safety Statistics
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User Story
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As a Safety Officer, I want to interact with safety statistics so that I can analyze trends and improve safety protocols based on empirical data.
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Description
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This requirement focuses on providing interactive visualizations of safety statistics, such as incident rates and near misses. Users will be able to filter data by date, project, or type of safety issue, leading to better insights and understanding of patterns that need addressing. The integration of this feature into the Compliance Dashboard enables Safety Officers to quickly identify trends and make data-driven decisions effectively. Its implementation is crucial for enhancing site safety protocols and guaranteeing all construction projects maintain high safety standards.
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Acceptance Criteria
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Interactive Safety Statistics Filtering by Date
Given a Safety Officer is using the Compliance Dashboard, when they apply a date filter, then the dashboard displays safety statistics for the selected date range only.
Interactive Safety Statistics Filtering by Project
Given a Safety Officer is using the Compliance Dashboard, when they select a specific project from the project filter, then the dashboard updates to show only the safety statistics related to that project.
Interactive Safety Statistics Filtering by Type of Safety Issue
Given a Safety Officer is using the Compliance Dashboard, when they filter the data by type of safety issue, then the dashboard should only display statistics that match the selected issue type.
Display Real-Time Compliance Metrics
Given the Compliance Dashboard is open, when new safety data is entered, then the dashboard updates in real-time to reflect the most recent compliance metrics and safety statistics.
Visual Representation of Incident Rates
Given the Compliance Dashboard is being viewed, when the user requests a visual representation of incident rates, then a graph should be generated showing the number of incidents over time, with the ability to hover for detailed information.
Interactive Tooltips for Safety Statistics
Given a user is viewing the Compliance Dashboard, when they hover over any data point on the visualizations, then an interactive tooltip should appear providing detailed information about that statistic or trend.
Proactive Risk Alerts
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User Story
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As a Safety Officer, I want to receive proactive alerts about compliance issues so that I can take timely actions to mitigate potential risks before they impact the project.
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Description
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This requirement involves developing a system that sends proactive alerts to Safety Officers whenever specific compliance thresholds are not met or when patterns indicating potential safety risks are detected. These alerts will be sent through the Compliance Dashboard, ensuring that users can address issues before they escalate. By implementing timely notifications based on compliance metrics, this feature aims to mitigate risks and foster a culture of safety awareness among all team members on-site.
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Acceptance Criteria
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Safety Officer receives a notification when the number of safety incidents reported exceeds the predefined compliance threshold in a single week.
Given the Compliance Dashboard is live and monitoring safety incidents, When the safety incidents exceed the threshold, Then a proactive alert should be sent to the Safety Officer within 5 minutes of the incident being logged.
On the Compliance Dashboard, safety statistics for the last month are aggregated and displayed, allowing the Safety Officer to view trends and identify areas of concern.
Given the Compliance Dashboard is in use, When the Safety Officer views the safety statistics section, Then all relevant metrics for the past month should be displayed accurately, including incident rates and compliance percentages.
A Safety Officer wants to receive alerts based on patterns detected in compliance metrics that indicate potential safety risks, such as repeated violations of the same safety protocol.
Given the alert system uses historical compliance data, When patterns indicating repeated protocol violations are detected, Then alerts should be sent to the Safety Officer detailing the issue and recommending action.
A Safety Officer checks their Compliance Dashboard and wishes to customize the threshold levels that trigger alerts for their projects.
Given the Safety Officer is logged into the Compliance Dashboard, When they adjust the compliance thresholds within the settings, Then the new thresholds should be saved and used for future alert generation without any errors.
In a weekly team meeting, the Safety Officer presents compliance data showing a reduction in safety incidents after implementing the proactive risk alerts feature.
Given the Safety Dashboard displays historical data, When the Safety Officer compares pre- and post-implementation metrics, Then there should be a demonstrable reduction in safety incidents by at least 15% within three months of the alerts being active.
The Compliance Dashboard is expected to synchronize with external safety reporting tools to ensure all data is up-to-date for alert generation.
Given the integration with external tools is set up, When new safety reports are filed, Then the Compliance Dashboard should reflect these reports in real-time without any noticeable delay in alert generation.
In an emergency, the Safety Officer needs to ensure that all team members immediately receive a high-priority alert regarding imminent dangers identified through compliance metrics.
Given the emergency alert system is operational, When a high-risk situation is identified, Then all team members should receive a high-priority alert within 2 minutes across their registered devices.
Compliance Documentation Repository
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User Story
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As a Safety Officer, I want to access a centralized repository of compliance documents so that I can quickly retrieve necessary materials for audits and maintain accurate records.
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Description
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This requirement calls for a centralized repository within the Compliance Dashboard where all compliance-related documents, reports, and certificates can be stored and easily accessed by Safety Officers and relevant stakeholders. This integration facilitates better tracking of compliance documentation, ensures that all required materials are available for audits, and promotes accountability by keeping records organized and retrievable. This feature directly supports compliance adherence and regulatory requirements in the construction industry.
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Acceptance Criteria
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Accessing the Compliance Documentation Repository via the Compliance Dashboard
Given a Safety Officer is logged into the ClariCon platform, when they navigate to the Compliance Dashboard, then they should see a clearly labeled section for the Compliance Documentation Repository containing all relevant documents.
Uploading Compliance Documents to the Compliance Documentation Repository
Given a Safety Officer has a compliance-related document to upload, when they select the 'Upload Document' button and choose the appropriate file, then the document should successfully save to the repository and be accessible to other users.
Retrieving a Compliance Document from the Repository
Given a Safety Officer is on the Compliance Dashboard, when they use the search functionality to find a specific compliance document, then the system should return the correct document without error.
Document Visibility and Permissions within the Repository
Given multiple users have different access levels, when a Safety Officer accesses the Compliance Documentation Repository, then they should only see documents that their role permits them to view.
Generating Compliance Audit Reports from the Repository
Given a Safety Officer wants to prepare for an audit, when they select documents from the Compliance Documentation Repository to generate an audit report, then the report should include all selected documents in a predefined format.
Time-stamping and Versioning of Compliance Documents
Given a document is uploaded to the Compliance Documentation Repository, when it is modified or replaced, then the repository should maintain a version history with appropriate time-stamps for each version.
Notification System for Expiring Compliance Documents
Given a compliance document is nearing its expiration date, when the document is uploaded to the Compliance Documentation Repository, then the user should receive a notification 30 days prior to the expiration date alerting them to take action.
Safety Training Integration
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User Story
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As a Safety Officer, I want to track employee safety training completion so that I can ensure that all personnel are adequately trained to adhere to safety protocols.
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Description
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This requirement stipulates the integration of safety training programs and their completion tracking within the Compliance Dashboard. By linking training initiatives to compliance metrics, Safety Officers can easily assess whether staff have completed necessary training prior to work on-site. This functionality not only fosters compliance but also encourages employee engagement in safety protocols, driving a stronger safety culture within the team.
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Acceptance Criteria
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Safety Officer views the Compliance Dashboard after a training program has been completed by staff members.
Given that the training program is completed, when the Safety Officer accesses the Compliance Dashboard, then they should see an updated compliance metric indicating the percentage of staff trained for the specific program.
Safety Officer attempts to access the Compliance Dashboard without having completed mandatory safety training.
Given that a Safety Officer has not completed the mandatory safety training, when they access the Compliance Dashboard, then they should receive a notification stating that access is restricted until training is completed.
Safety Officer examines compliance metrics related to safety training for a specific project.
Given that the Safety Officer selects a specific project, when they view the Compliance Dashboard, then they should see a breakdown of safety training completion rates by team members assigned to that project.
Safety Officer requires insights on safety protocol adherence based on training completion.
Given that the Compliance Dashboard displays real-time compliance metrics, when the Safety Officer reviews the dashboard, then they should see correlation visuals that indicate how training completion impacts adherence to safety protocols.
Safety Officer generates a report from the Compliance Dashboard to review training compliance over the last quarter.
Given that the Safety Officer selects the report generation option, when they choose the last quarter timeframe, then the report should accurately reflect training compliance metrics for that period.
User engagement in safety training programs is monitored through the Compliance Dashboard.
Given that the Safety Officer checks the dashboard, when they look at user engagement statistics, then they should see metrics detailing participation rates in safety training for all staff.
Mobile Training Module
An integrated training resource that delivers short safety training sessions and materials directly to users’ mobile devices. This feature ensures that Safety Officers and site personnel are equipped with the latest safety knowledge and practices, enhancing the overall safety culture on the construction site.
Requirements
Mobile User Access
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User Story
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As a site supervisor, I want to access safety training materials on my mobile device so that I can quickly and easily ensure my team is updated with the latest safety protocols during site visits.
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Description
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The requirement ensures that the Mobile Training Module is accessible on various mobile devices, including smartphones and tablets, providing users the flexibility to access training materials anytime, anywhere. This integration with responsive design principles enhances user engagement, allowing for easily navigable interfaces that cater to different screen sizes. The outcome is improved user experience and increased participation in safety training, ultimately fostering a safer construction environment.
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Acceptance Criteria
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Mobile User Access for Safety Training
Given a user has a smartphone or tablet, when they access the Mobile Training Module, then they should be able to view safety training materials without any layout issues on screens of varying resolutions.
Offline Access to Training Materials
Given a user is in an area with poor internet connectivity, when they launch the Mobile Training Module, then they should have access to previously downloaded training videos and documents without needing an internet connection.
User Authentication and Access Control
Given a user attempts to log in to the Mobile Training Module, when they enter valid credentials, then they should be granted immediate access to training materials specific to their role on the construction site.
Real-Time Notifications for New Training Sessions
Given a user is enrolled in the Mobile Training Module, when a new training session is available, then they should receive a push notification on their mobile device informing them of the new training session.
Feedback Mechanism for Training Sessions
Given a user completes a training session in the Mobile Training Module, when they are prompted to provide feedback, then they should be able to submit their responses seamlessly and receive a confirmation that their feedback was recorded.
Integration with Existing Project Management Tools
Given a user accesses the Mobile Training Module, when they need to refer to their project's tasks, then they should be able to view related project tasks from the ClariCon platform without leaving the training module interface.
Responsive Design Across Devices
Given the Mobile Training Module is accessed on different devices, when users navigate the platform, then they should experience consistent performance and design elements that adapt to their device's screen size.
Content Management System Integration
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User Story
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As a Safety Officer, I want to upload and manage training materials easily within ClariCon so that I can ensure everyone has access to the most current safety information without delays.
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Description
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This requirement focuses on integrating the Mobile Training Module with ClariCon’s existing content management system (CMS) to streamline the upload, management, and distribution of training materials. It allows Safety Officers to quickly update content, ensuring that the latest safety procedures are always available to personnel. By centralizing content management, this integration enhances consistency and reliability in safety training delivery across the construction site.
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Acceptance Criteria
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Mobile Training Module Integration with CMS
Given that the CMS is accessible, when a Safety Officer uploads a new training material, then the training module should automatically reflect the updated content within 5 minutes.
User Experience of Training Material Access
Given that a site personnel logs into the Mobile Training Module, when they navigate to the training materials section, then they should be able to access all available training sessions without any error messages.
Content Update Notifications
Given that a new safety training session has been uploaded by a Safety Officer, when the update occurs, then all users should receive a push notification within 10 minutes informing them of the new content.
Training Material Version Control
Given that a training material is replaced, when a user accesses the training material history, then they should see a complete log of previous versions along with the upload dates and associated updates.
Mobile Functionality for Offline Access
Given that a user is in an area with no internet connectivity, when they attempt to access previously downloaded training materials, then they should be able to view the content without requiring a live connection.
Search Functionality for Training Materials
Given that a user is in the training materials section, when they utilize the search feature with a specific keyword related to safety, then they should see relevant training materials listed within 3 seconds.
User Feedback Mechanism
Given that a user completes a training session, when they submit feedback on the training material, then their response should be recorded, and a confirmation message should be displayed acknowledging their submission.
Interactive Training Modules
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User Story
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As a construction worker, I want the training sessions to be more interactive so that I can retain the information better and stay engaged during the safety training.
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Description
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The requirement involves creating interactive training modules that engage users through quizzes, videos, and gamified elements. This interactive approach enhances learning retention and encourages active participation, making safety training more effective and enjoyable for site personnel. By integrating interactivity into the training, the platform aims to improve the understanding of safety practices and reduce incidents on-site.
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Acceptance Criteria
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Interactive Training Module engages users through quizzes and gamified elements in a mobile training session.
Given a user is enrolled in a safety training module, when they complete the quiz, then their scores are recorded and displayed in the user dashboard with feedback provided.
Users access the Interactive Training Module via their mobile devices during a scheduled training session on a construction site.
Given a user opens the mobile application, when they navigate to the training module, then the module loads within 3 seconds on average, ensuring a smooth user experience.
A Safety Officer reviews the completion status of the Interactive Training Module for site personnel.
Given a Safety Officer accesses the reporting dashboard, when they filter by training completion status, then they can view a detailed report showing all personnel who have completed the module and their scores.
Users provide feedback on the Interactive Training Module after completing the training session.
Given a user finishes the training module, when they submit their feedback, then a thank-you message is displayed, and their feedback is recorded in the system for review.
Users participate in a gamified training session that includes points and rewards.
Given a user completes various tasks in the training module, when they earn points, then their point total is updated in real-time, and a leaderboard reflects their ranking among peers.
Performance metrics are gathered to assess the effectiveness of the Interactive Training Module in reducing incidents.
Given a user has completed the training module, when incidents on the construction site are tracked over the next month, then a comparative analysis shows a reduction in incidents by at least 10% as measured against previous months.
Performance Tracking and Analytics
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User Story
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As a project manager, I want to track the completion rates of safety training modules so that I can assess my team's safety knowledge and address areas where further training is needed.
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Description
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This requirement details the implementation of performance tracking and analytics features that allow administrators to monitor the engagement and completion rates of training modules. By gathering data on user participation and performance metrics, the platform can provide insights into the safety knowledge across teams, identifying areas for improvement. This functionality supports data-driven decisions to enhance the safety culture on the construction site.
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Acceptance Criteria
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Engagement Tracking of Training Modules Completion by Site Personnel
Given a Safety Officer accesses the performance tracking dashboard, when they view the engagement metrics, then they can see the completion rates of all training modules by site personnel displayed as a percentage.
User Participation Metrics for Mobile Training
Given a site supervisor inputs the time period for training data analysis, when they generate a report, then the report shows the number of participants who accessed and completed training modules during that period.
Data Analysis for Identifying Safety Knowledge Gaps
Given an administrator reviews the completion data of different teams, when they identify below-average completion rates, then they can generate an actionable report that highlights areas needing improvement.
Reporting on User Performance in Training Modules
Given a Safety Officer selects a specific training module in the analytics section, when they request performance statistics, then they receive a report showing average scores and completion times for that module.
User Feedback Collection on Training Effectiveness
Given that site personnel complete a training module, when they are prompted to provide feedback, then the system captures and stores the feedback for future analysis.
Offline Access Capability
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User Story
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As a site personnel member, I want to download safety training materials for offline use so that I can review them even when there is no internet access on the construction site.
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Description
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This requirement ensures that users can access training materials without an internet connection. By designing the Mobile Training Module to allow downloads of critical training resources, it can be utilized in remote locations where connectivity is limited. This capability ensures that safety training is always available when needed, promoting adherence to safety protocols without the constraints of internet availability.
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Acceptance Criteria
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Mobile training personnel in a remote area without internet access require immediate access to safety training materials to respond to an emergency situation on the construction site.
Given the Mobile Training Module is installed on a device, When the user opens the app, Then the user should see the option to download training materials for offline access.
A safety officer needs to review safety training materials before a scheduled training session, but the construction site has intermittent internet connectivity.
Given the necessary training materials are downloaded, When the safety officer opens the Mobile Training Module, Then all downloaded materials should be accessible without an internet connection.
Site personnel want to ensure that they have the latest safety protocols available at all times, even when in locations without internet connectivity.
Given a user can download training materials, When they complete the download and attempt to access it offline, Then they should be able to view all downloaded training materials without any error messages.
Users finally receive notification alerts for new safety training materials that need to be downloaded before a training session, ensuring effective participation.
Given new training materials are available, When the user opens the Mobile Training Module, Then they should receive a notification to download new materials, and the option to download should be clearly visible.
Construction managers want to track which training materials have been downloaded successfully by site personnel for compliance purposes.
Given a user downloads training materials, When the download is complete, Then the Mobile Training Module should log the download activity and status to the user’s profile for compliance tracking.
Users want to ensure their downloaded training materials are current and up-to-date with the latest safety standards, even when they access the module offline.
Given the Mobile Training Module is designed for offline access, When the user is online, Then they should automatically be prompted to update any outdated training materials available for download when they log in.
Multilingual Support
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User Story
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As a non-English speaking worker, I want to access safety training in my native language so that I can fully understand the protocols and practices to ensure safety on site.
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Description
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This requirement focuses on implementing multilingual support for the Mobile Training Module to accommodate a diverse workforce. By offering training materials in multiple languages, the platform ensures that all personnel, regardless of their language proficiency, can access, understand, and benefit from the safety training. This inclusivity contributes to a more effective safety culture and enhances compliance with safety standards.
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Acceptance Criteria
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Multilingual support for the Mobile Training Module allows diverse site personnel to access safety training materials in their native languages, fostering inclusivity and ensuring that everyone can engage effectively with the content during a scheduled safety training session.
Given that the Mobile Training Module offers multilingual options, when a user selects a specific language from the language menu, then all training materials and sessions must be displayed correctly in that selected language without any loss of content or context.
Safety Officers need to ensure that all personnel have access to safety training materials in their preferred languages before the start of a construction project.
Given that safety training materials are available in multiple languages, when a Safety Officer selects a language for the training module, then the system must provide a confirmation that all materials are accessible and up to date in that language.
Site personnel with limited English proficiency require the ability to complete training modules in their preferred language to ensure comprehension of safety protocols.
Given a site personnel user logged into the system, when they attempt to access the Mobile Training Module, then they should be automatically prompted to select their preferred language upon first use, and the selection must be remembered for future logins.
During a safety training session for a multilingual workforce, the effectiveness of the training needs to be assessed by the ability to provide feedback in participants' native languages.
Given that feedback options are available in the Mobile Training Module, when a user completes a training session, then they must be able to submit feedback in their selected language and receive acknowledgment of their feedback submission.
Safety Officers conduct evaluations after training sessions to ensure that all personnel understood the safety materials regardless of language proficiency.
Given that training materials are available in multiple languages, when Safety Officers review completion stats for a training session, then they must see clear metrics indicating comprehension rates per language, allowing for targeted follow-up if necessary.
To maintain compliance with safety regulations, training materials need to be regularly updated and offered in all supported languages.
Given that training materials are updated in the system, when an update occurs, then all multilingual versions of the training materials must be updated simultaneously to ensure compliance across all languages without delay.
Geo-Location Alerts
Using GPS technology, this feature sends automatic alerts to Safety Officers regarding safety compliance checks and hazards based on their current location within the construction site. It ensures that safety measures are addressed timely and contextually, improving responsiveness and site safety management.
Requirements
Real-Time GPS Tracking
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User Story
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As a Safety Officer, I want to receive real-time alerts based on my location within the construction site so that I can promptly address safety compliance issues and hazards.
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Description
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The Real-Time GPS Tracking requirement involves the integration of GPS technology into the ClariCon platform. This feature will track the current location of Safety Officers on the construction site in real-time. This functionality is crucial as it enables the system to send automatic notifications regarding safety compliance checks and potential hazards. This real-time awareness significantly enhances site safety management by ensuring that alerts are contextually relevant and timely. The integration of GPS tracking will also allow for better resource allocation and improved response times in addressing safety issues, thereby fostering a safer work environment.
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Acceptance Criteria
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Real-time monitoring of Safety Officer locations during active construction hours.
Given that a Safety Officer is on the construction site, when the GPS tracking is activated, then the system should display their location within 10 meters in the ClariCon interface.
Notification of safety compliance checks based on Safety Officer's location.
Given that a Safety Officer is within a specific zone requiring a compliance check, when their GPS location is detected, then an automatic alert should be sent to the Safety Officer's device within 5 seconds.
Alert generation for identified hazards in real-time based on GPS data.
Given that a Safety Officer is near a designated hazardous area, when the system detects this location, then a hazard alert should be generated and displayed to the Safety Officer within 3 seconds.
Integration of GPS tracking data with historical location analytics.
Given that the GPS tracking feature is active, when a Safety Officer's location data is accessed, then the system should return accurate historical tracking data for the past 30 days, including timestamps and locations.
User interface display of real-time Safety Officer locations on site.
Given that the Safety Officer locations are being tracked, when the project manager accesses the dashboard, then all active Safety Officer locations should be updated on the map within 2 seconds.
Resource allocation adjustments based on Safety Officer locations.
Given that multiple Safety Officers are currently on-site, when their GPS tracking indicates a specific cluster in one area, then the system should suggest reallocating resources to that area for improved safety management.
Automated Alert System
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User Story
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As a Safety Officer, I want the system to automatically alert me of hazards as I enter specific zones in the construction site so that I can take immediate action to ensure safety.
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Description
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The Automated Alert System requirement establishes a framework for triggering alerts based on predefined parameters within the ClariCon platform. When a Safety Officer's GPS data indicates proximity to specific zones or hazards, the system will automatically generate and send alerts. This function directly supports site safety by ensuring Safety Officers are notified of potential risks as they approach hazardous areas. Implementing this requirement will promote a proactive safety culture, reduce response times to critical safety issues, and ensure compliance with safety regulations.
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Acceptance Criteria
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Safety Officer Nears Hazard Zone during Inspection.
Given a Safety Officer approaches a designated hazard zone, when their GPS data indicates proximity (defined as within 50 meters), then an alert should be automatically generated and sent to the Safety Officer's device, including details about the nature of the hazard.
Automated Alert Generation for Safety Compliance Check.
Given a Safety Officer is within a compliance check area, when their GPS data indicates they enter this specific zone, then the system should trigger an alert that includes compliance requirements relevant to that area, notifying them immediately.
Response Time Measurement for Hazard Alerts.
Given an alert has been generated for a Safety Officer regarding a hazard, when the officer acknowledges the alert, then the system should record the response time and ensure it is less than 2 minutes from the time the alert was sent.
Multiple Hazard Alerts for the Same Safety Officer.
Given a Safety Officer is navigating through the construction site, when they approach multiple hazard zones consecutively within a 5-minute timeframe, then individual alerts for each hazard should be sent, without overlap, ensuring clarity of information.
Alert System Tested Under Different GPS Conditions.
Given varying GPS signal strength conditions (strong, moderate, weak), when a Safety Officer enters a hazard zone, then the alert system should successfully trigger and send alerts in at least 90% of cases in all conditions.
User Interface for Alert Notifications.
Given a Safety Officer receives an alert on their device, when they view the notification, then the alert must display clearly with hazard details, compliance information, and a recommended action, ensuring it is user-friendly.
Integration with Existing Safety Management Tools.
Given the Automated Alert System is implemented, when tested with existing safety management tools used by the site, then the alerts should be seamlessly integrated and synchronized across all platforms without data loss or delay.
Comprehensive Compliance Dashboard
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User Story
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As a Project Manager, I want to access a comprehensive dashboard that displays real-time safety compliance data so that I can monitor safety performance and enforce accountability on the site.
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Description
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The Comprehensive Compliance Dashboard requirement provides an interface within ClariCon that visualizes safety compliance data, alerts, and incident reports. This dashboard will integrate data collected from the GPS tracking and alert systems, offering Safety Officers and Project Managers a real-time overview of safety compliance on-site. This feature is vital for tracking historical compliance trends and making informed decisions about safety practices. By enhancing data visibility and accessibility, this dashboard aims to improve resource management and reduce incident occurrences.
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Acceptance Criteria
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Navigating Safety Compliance Indicators on the Dashboard
Given the Safety Officer is logged into the Comprehensive Compliance Dashboard, When they view the dashboard, Then they can see visual indicators of safety compliance status for each area of the construction site, with color coding for easy interpretation.
Receiving Geo-Location Alerts for Safety Hazards
Given the Safety Officer is within a specific zone of the construction site, When a safety hazard is detected based on their GPS location, Then an automatic alert is sent to the Safety Officer's device with relevant details about the hazard.
Viewing Historical Compliance Trends
Given the Project Manager accesses the Comprehensive Compliance Dashboard, When they select the historical compliance trends feature, Then they can view a graph displaying compliance trends over the last six months.
Accessing Incident Reports from the Dashboard
Given a Safety Officer wants to review incident reports, When they click on the incident reports section of the dashboard, Then they see a list of all incidents reported, along with dates, locations, and summaries.
Integration with Existing Safety Tools
Given the Comprehensive Compliance Dashboard is active, When connected to existing safety compliance tools, Then it successfully pulls safety compliance data from those tools without data loss or errors.
Customization of Dashboard Alerts
Given the Safety Officer prefers specific safety alerts, When they customize their notification settings, Then they receive alerts based on their selected criteria and preferences configured within the dashboard.
Real-time Updates on Safety Compliance Data
Given the Comprehensive Compliance Dashboard is in use, When a safety compliance event occurs, Then the dashboard updates in real-time to reflect the latest compliance status and alerts.
Custom Notification Settings
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User Story
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As a Safety Officer, I want to customize my alert settings so that I can manage how and when I receive notifications about safety compliance checks.
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Description
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The Custom Notification Settings requirement allows Safety Officers and Project Managers to personalize how and when they receive alerts regarding safety compliance checks and hazards. This feature will include options for setting notification preferences through different channels, such as mobile app alerts, emails, or SMS. By enabling customization, this requirement ensures that users receive critical information in a manner that suits their specific communication styles, thus improving responsiveness to safety issues and enhancing overall safety management.
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Acceptance Criteria
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Safety Officer sets custom notification preferences for site hazard alerts.
Given that the Safety Officer is logged into the ClariCon platform, when they access the notification settings, then they should be able to select the preferred communication channels (mobile app, email, SMS) for receiving alerts.
Project Manager receives real-time alerts based on custom notification settings.
Given that the Project Manager has configured their notification preferences, when a site hazard is detected, then alerts should be sent immediately according to the selected communication channel.
Safety Officer modifies notification settings after initial setup.
Given that the Safety Officer has previously set notification preferences, when they choose to modify these settings and save changes, then their updated preferences should be reflected immediately in the system.
Validation of alert delivery based on user preferences.
Given that the Safety Officer has specified preferences for receiving alerts via email, when a location-based hazard alert is generated, then they should receive a corresponding email notification within 2 minutes.
System handles multiple notification preferences without errors.
Given that multiple users have set different notification preferences, when a location-based hazard alert is triggered, then all relevant users should receive their alerts according to their individual settings without any system failures.
User interface accessibility for setting custom notifications.
Given that a Safety Officer is using the ClariCon application, when they navigate to the notification settings, then the options for customizing preferences should be easily accessible and intuitive to use.
Historical Incident Review
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User Story
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As a Project Manager, I want to review historical incident reports so that I can analyze past safety measures and improve future safety practices.
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Description
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The Historical Incident Review requirement encompasses the functionality to track and analyze past safety incidents reported on the ClariCon platform. This component will allow users to view a timeline of incidents, assess the effectiveness of past safety measures, and identify trends over time. By understanding historical data, Safety Officers and Project Managers can refine their safety protocols and improve overall site safety. This requirement is crucial for fostering a culture of continuous improvement and learning within the construction environment.
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Acceptance Criteria
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Safety Officers receive notifications when entering zones with a history of incidents.
Given that a Safety Officer enters a predefined incident zone, when they access the ClariCon app, then they should receive an immediate alert regarding past incidents in that area along with recommended safety protocols.
Users can view a historical timeline of safety incidents within the ClariCon platform.
Given that a user is logged into the ClariCon platform, when they navigate to the Historical Incident Review section, then they should see a chronological list of past incidents, including descriptions, dates, and outcomes.
Safety Officers can filter historical incident data by specific criteria.
Given that a Safety Officer is on the Historical Incident Review page, when they apply filters such as date range, incident type, or severity level, then the displayed incident list should update accordingly to reflect only incidents that meet the filter criteria.
Users can export historical incident data for reporting purposes.
Given that a user is viewing the historical incident list, when they select the export option, then they should be able to download the incident data in a CSV format that includes all relevant details.
The platform tracks user interactions with historical incident data.
Given that a Safety Officer is reviewing historical incidents, when they click on an incident, then the system should record this interaction for reporting and analytics purposes.
Safety Officers can analyze trends in incident frequency over time.
Given that a user is on the Historical Incident Review page, when they select a time frame to analyze, then they should be presented with a graph displaying the trend of incident frequency over that period.
Interactive 3D Overlays
This feature allows users to view interactive 3D overlays of the project in real-time overlaid onto the physical site through their mobile devices. By simply pointing their device at the construction area, users can see how completed work aligns with the architectural plans, enhancing understanding of progress and gaps. This visualization tool fosters collaboration among team members, facilitating discussions around potential adjustments required to meet project goals.
Requirements
Real-time 3D Visualization
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User Story
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As a project manager, I want to view interactive 3D overlays of the construction site on my mobile device so that I can easily compare completed work with architectural plans and make informed decisions about necessary adjustments.
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Description
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The interactive 3D overlays requirement facilitates real-time visualization of construction progress by allowing users to view a 3D model of the project overlaid onto the physical site through their mobile devices. This functionality enhances users' understanding of how the construction aligns with architectural plans, identifying discrepancies and areas of concern. By providing visual feedback on progress, it promotes better communication and collaboration among team members, enabling more informed discussions and rapid decision-making to align project outcomes with goals. Integration with ClariCon’s existing tracking system ensures that the visual overlays are accurate and reflective of the latest project status, fostering transparency and accountability in construction management.
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Acceptance Criteria
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User points their mobile device at the physical construction site to view the interactive 3D overlay of the project.
Given that the user has the ClariCon app installed and is authenticated, When the user activates the 3D overlay feature and points their device at the construction area, Then the app displays an accurate 3D model of the project aligned with the physical site.
The project manager reviews the 3D overlays to identify discrepancies between the completed work and the architectural plans.
Given that the user has accessed the interactive 3D overlays, When the user compares the results with the architectural plans, Then the discrepancies should be highlighted and reported to facilitate discussion and decision-making.
Team members collaborate in real-time using the interactive 3D overlays during a project meeting.
Given that multiple users are attending the project meeting with access to the 3D overlay feature, When a user points out an issue using the overlay, Then all team members should be able to see the same issue and provide feedback simultaneously.
The 3D overlays are updated in real-time as construction progresses.
Given that construction work is being conducted, When the tracking system receives new updates about the completed work, Then the 3D overlay should reflect these changes within 5 minutes of receiving the update.
Users attempt to use the 3D overlay feature in low-light conditions on-site.
Given that users are on-site during evening hours with insufficient lighting, When they try to view the 3D overlay, Then the system should be able to adjust the display settings to ensure visibility of the overlay, maintaining clarity of details.
Users turn off the 3D overlay feature and return to the base application interface.
Given that the user is currently viewing the interactive 3D overlay, When the user toggles the overlay off, Then the application should revert to displaying the standard project management interface without errors or crashes.
User-friendly Interface for Interactive Overlays
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User Story
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As a site supervisor, I want a user-friendly interface to interact with the 3D overlays so that I can easily navigate and understand project details without needing advanced technical skills.
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Description
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The requirement dictates the need for an intuitive and user-friendly interface to access and manipulate interactive 3D overlays. This interface should be designed with simplicity in mind, making it easy for site supervisors and project managers to engage with complex 3D models without specialized training. Features such as pinch-to-zoom, rotate, and pan will enhance the user experience, allowing for more effective exploration of the construction site. The design will prioritize accessibility and usability, ensuring that users of varying technological backgrounds can seamlessly utilize the interactive overlays.
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Acceptance Criteria
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User accesses the interactive 3D overlays on-site using a mobile device and expects an intuitive interface that allows them to manipulate the 3D model effectively.
Given a user is on-site, when they launch the 3D overlay feature, then they should see a user-friendly interface with clearly labeled buttons for pinch-to-zoom, rotate, and pan functionalities.
Site supervisors need to switch between different views of the 3D model while presenting to a team, ensuring quick navigation between features.
Given a user is viewing the 3D model, when they use the interface to change views, then the transition should take no longer than 2 seconds and the selected view should remain stable.
Project managers require the ability to easily interact with 3D overlays without prior technical training to assess project progress and gaps efficiently.
Given a novice user with no technical background, when they open the 3D overlay, then they should successfully manipulate the model using pinch-to-zoom, and intuitively understand the controls within 5 minutes without assistance.
Users are collaborating on-site and need to demonstrate changes made in the 3D overlay to ensure everyone is on the same page about project adjustments.
Given multiple users are viewing the 3D overlay simultaneously, when one user makes changes, then all other users should see the updated model in real-time with no discernible lag.
The interface should be accessible to users with different abilities to ensure equitable use of the interactive overlays.
Given that a user has accessibility needs, when they utilize the 3D overlay feature, then they should be able to navigate using voice commands and receive audio descriptions of visual elements.
Site supervisors are troubleshooting the interface on-site and need quick access to help resources without leaving the application.
Given a user is using the interactive overlay interface, when they click the help icon, then a contextual help menu should appear, providing immediate guidance on features available.
Users need to return to the previous state of the 3D model after making adjustments during a review session.
Given that a user has made adjustments to the view of the 3D overlay, when they hit the 'reset view' button, then the model should return to the last saved state within 2 seconds.
Collaboration Tools Integration
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User Story
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As a member of the construction team, I want to be able to collaborate with my colleagues while viewing the 3D overlays so that we can discuss and resolve issues in real-time, ensuring project alignment.
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Description
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This requirement focuses on integrating collaboration tools within the interactive 3D overlays feature, allowing multiple users to annotate, comment, and share insights in real-time as they view the overlays. By implementing features such as discussion threads, tagging team members, and saving snapshots of specific views with annotations, the feature enhances teamwork and coordination among construction teams. This integration is essential for fostering a collaborative environment where challenges can be addressed promptly and collective actions can be planned effectively, further driving towards successful project outcomes.
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Acceptance Criteria
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Real-time collaboration during a project site walkthrough with the 3D overlays feature.
Given a team of users viewing the 3D overlay on-site, when a user adds a comment on the overlay, then all team members should receive a notification and be able to view this comment in real-time.
Annotating specific areas in the 3D overlay during a team meeting.
Given a user has selected the 3D overlay and identifies an area of concern, when they annotate it and tag another team member, then the tagged member should receive a notification with the annotation details and the ability to respond.
Saving and sharing snapshots of the 3D overlay with annotated comments for future reference.
Given a user is viewing the 3D overlay, when they take a snapshot with annotations, then that snapshot should be saved in the project database and be accessible to all team members with appropriate permissions.
Facilitating discussions around specific annotations in the 3D overlay.
Given that there is an existing annotation in the 3D overlay, when a user clicks on that annotation, then a discussion thread should appear where team members can contribute their thoughts and suggestions.
Ensuring the integration of collaboration tools is seamless and user-friendly.
Given a team user accesses the interactive 3D overlays feature, when they attempt to use the collaboration tools, then all tools should be easily accessible, functional, and intuitive to use without prior training.
Seamless Device Compatibility
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User Story
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As a field worker, I want the interactive 3D overlays to work seamlessly on my mobile device so that I can use it on-site without worrying about compatibility issues.
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Description
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The requirement emphasizes ensuring that the interactive 3D overlays feature is compatible across various mobile devices and operating systems. This involves testing and optimizing the application to function consistently on different platforms, including iOS and Android, as well as accommodating a variety of screen sizes. This approach guarantees that all users, regardless of their device choice, have access to the tool without technical issues, thereby maximizing user adoption and effectiveness in real-world scenarios. This feature is crucial for maintaining workflows and allowing for flexible, on-site decision-making.
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Acceptance Criteria
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View Interactive 3D Overlays on iOS Devices
Given a user is on a compatible iOS device, when they access the interactive 3D overlays feature, then the application must load and display the overlays without any errors or delay regardless of the iOS version.
View Interactive 3D Overlays on Android Devices
Given a user is on a compatible Android device, when they attempt to utilize the interactive 3D overlays feature, then the overlays must function correctly across all supported Android versions without glitches or performance issues.
Responsive Design for Varying Screen Sizes
Given the user accesses the interactive 3D overlays feature on devices with different screen sizes (small, medium, large), when they view the overlays, then the display must be properly scaled and maintain usability features for each screen size.
Real-time Updates of Overlay Information
Given a project manager views the interactive 3D overlays, when a new construction update is made, then the 3D overlay must refresh automatically to reflect the changes in real-time within 5 seconds.
User Feedback on Compatibility
Given users from different teams are using various devices, when they provide feedback after using the 3D overlays feature, then at least 90% of users should report a positive experience regarding compatibility and functionality on their respective devices.
Loading Performance on Low-end Devices
Given a user attempts to access the interactive 3D overlays on a low-end mobile device, when they launch the app, then the feature must load within 10 seconds and operate smoothly without crashing.
Offline Access to 3D Overlays
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User Story
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As a project manager, I want to access the interactive 3D overlays offline so that I can review project details even in areas with poor internet connectivity.
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Description
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This requirement involves enabling offline access to the interactive 3D overlays, allowing users to download models and access essential information without an internet connection. This feature is crucial for construction sites that may have limited or unreliable connectivity. Users would be able to download the current state of the project before going on-site, ensuring they can still reference architectural plans and overlay visuals in real time. Implementing offline access maximizes usability and minimizes disruptions, ultimately supporting continuous workflow regardless of internet availability.
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Acceptance Criteria
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User accesses offline interactive 3D overlays on-site after downloading the model at a connected location.
Given the user has downloaded the 3D overlay model while online, When they access the application offline on site, Then the interactive 3D overlays should load instantly and display the correct state of the project according to the downloaded model.
User updates an existing model and downloads it for offline use.
Given the user has modified the 3D overlay model, When they select the option to download the updated model, Then the application should confirm the download was successful and store the updated model for offline access.
User navigates through the offline 3D overlays to check alignment with physical structures.
Given the user is on-site using the offline mode, When they point their device at a specific structure, Then the application should accurately overlay the architectural plan with real-time progress visible against the physical structure.
User shares downloaded offline overlays with team members who are also offline.
Given the user has the 3D overlay model downloaded, When they attempt to share the model with a teammate in offline mode, Then the application should facilitate sharing without requiring an internet connection and confirm successful sharing.
User seeks help with offline access functionality while on-site.
Given the user is experiencing issues with offline access, When they access the help feature within the application, Then the application should provide relevant troubleshooting information and users should be able to understand how to resolve their issue without needing internet support.
User accesses a list of previously downloaded models while offline.
Given the user is in offline mode, When they navigate to the downloaded models section of the application, Then they should see a complete list of previously downloaded 3D overlays and be able to select any model for viewing.
Progress Comparison Slider
An innovative feature that enables users to slide between different stages of construction using augmented reality. By doing so, users can visually compare current project status with previous milestones or planned timelines side-by-side. This comparative visualization equips stakeholders with an intuitive understanding of project evolution, improving transparency and accountability in reporting to clients and team members.
Requirements
Augmented Reality Integration
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User Story
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As a project manager, I want to use augmented reality to visualize past construction milestones against the current status so that I can easily identify gaps and communicate progress more effectively to my team and clients.
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Description
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This requirement focuses on integrating augmented reality (AR) functionality into the ClariCon platform to allow users to visualize the construction project's evolving state. The AR feature will enable users to overlay the current construction site with digital representations of previous project stages or planned timelines, enhancing their understanding of progress against expectations. The primary purpose of this integration is to foster better decision-making and communication among stakeholders by providing a clear, visual comparison of project milestones. This feature not only increases transparency regarding project developments but also enables more data-driven discussions with clients and team members regarding project timelines and progress.
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Acceptance Criteria
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User initiates the Augmented Reality feature on their device to visualize the construction site's current state against a previous milestone.
Given the user is on the AR integration page, when they select a previous milestone from the timeline, then the current site overlay should accurately reflect the selected stage without any latency.
A project manager compares the construction site's current state with a planned timeline using the progress comparison slider in Augmented Reality.
Given the project manager is viewing the construction site through AR, when they slide between the current state and a planned timeline, then both displays should transition smoothly without glitches, showcasing clear differences.
Stakeholders use the AR feature to present the project's evolution in a client meeting.
Given the stakeholders are in a meeting with clients, when they demonstrate the AR comparison slider, then the stakeholders can successfully explain the differences between current progress and planned milestones, leading to increased client understanding.
A site supervisor uses the Augmented Reality feature to assess construction progress against original plans.
Given the site supervisor activates the AR feature, when they compare the current site against the original construction plans, then discrepancies should be highlighted clearly and identifiable through visual overlays.
Users experience the performance of the Augmented Reality integration on various devices.
Given the user is testing the AR integration on multiple devices, when they engage with the feature, then it should perform consistently across all devices (e.g., smartphones, tablets) without loss of quality or functionality.
After an update, users validate the AR functionality works as expected across different user roles.
Given the system has been updated, when users of different roles (e.g., project manager, site supervisor) access the AR feature, then all roles should have access to the same functionalities and experience no issues in workflows.
The AR integration is validated for various weather conditions impacting site visibility.
Given that the AR feature is deployed on-site, when the weather changes (e.g., sunny or rainy conditions), the visual overlays should remain clear and usable without significant degradation in performance.
Real-time Data Synchronization
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User Story
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As a site supervisor, I want real-time updates on task statuses so that I can manage resources efficiently and immediately address any issues as they occur.
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Description
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The requirement mandates the incorporation of real-time data synchronization capabilities within ClariCon, ensuring that any changes made in one part of the platform—such as task progress or scheduling—are immediately reflected across all user views. This capability is essential to maintain accuracy and provides stakeholders with the most current information, which is paramount in construction project management. The reduction of discrepancies in project data will lead to improved accountability and enable swift decision-making to address any potential delays or issues as they arise, fostering a proactive management approach.
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Acceptance Criteria
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As a project manager, I want to see real-time updates on task progress when changes are made by my team, so I can make informed decisions and adjust resources accordingly.
Given that a user updates the status of a task in the system, when the update is saved, then the change should reflect in all user views within 2 seconds.
As a site supervisor, I need to verify that all schedules across different users are synchronized, so that every team member is aware of the same timelines and can plan effectively.
Given that a user modifies a scheduled date in the platform, when the change is submitted, then all users viewing that schedule should see the updated date instantaneously.
As a stakeholder, I want to receive immediate notifications about any changes in project data, so that I can address issues proactively without delay.
Given that any project data is updated, when the update occurs, then all relevant stakeholders should receive a notification within 5 seconds of the change.
As an executive overseeing multiple projects, I need the system to ensure that all project progress is accurately represented in reports generated from ClariCon, so stakeholder trust is maintained.
Given that changes are made in the project data, when a report is generated, then it should reflect the most current status of the project without discrepancies.
As a user accessing the platform from different devices, I want to ensure that any changes made on one device are visible on any other device in real-time, so I can remain updated regardless of my location.
Given that a change is made on one device, when the user accesses the platform from another device, then the latest updates should be visible immediately without refreshing the app.
As a quality assurance tester, I need to confirm that the real-time data synchronization feature does not cause any performance lags in the system, ensuring a smooth user experience during updates.
Given that multiple updates are made simultaneously by different users, when these updates occur, then the system should not experience more than a 1 second lag in response time.
Milestone Comparison Analytics
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User Story
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As a data analyst, I want to generate reports comparing current progress with past milestones so that I can identify project trends and recommend adjustments to enhance performance for future projects.
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Description
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This requirement calls for the development of analytics tools that facilitate the comparison of current project progress against predefined milestones. The analytics will help visualize data through graphs and charts that show deviations from the project plan, patterns in progress rates, and highlights of potential bottlenecks. By providing stakeholders with an analytical perspective, this feature aims to enhance reporting accuracy and help inform future project planning decisions, ensuring that projects stay on track and within budget by identifying areas for improvement based on historical data analysis.
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Acceptance Criteria
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User accesses the Progress Comparison Slider on ClariCon to evaluate the current construction project status against the previously defined milestone date.
Given the user selects a project on ClariCon, when they open the Progress Comparison Slider, then they should see a side-by-side comparison of current status and the milestone data in augmented reality.
The user utilizes the analytics tool to generate a report comparing actual progress versus predefined milestones for financial stakeholder presentations.
Given the user selects the 'generate report' option, when they specify the date range for the comparison, then the report must include a graph displaying milestones, actual progress, and deviations from the planned timelines.
A project manager reviews the analytics dashboard to identify potential bottlenecks in the construction project.
Given the project manager accesses the analytics dashboard, when they navigate to the 'bottleneck analysis' section, then they should receive visual indicators (red flags) on sections of the project that are behind schedule by at least 10% of the planned timeline.
Stakeholders examine the progress charts for the last quarter to assess project performance against milestones.
Given that the stakeholders have access to the project, when they view the progress charts for the last quarter, then the charts should reflect accurate milestone dates, current metrics, and highlight any discrepancies exceeding 5% variance.
The site supervisor utilizes the comparison slider during a team meeting to illustrate progress to the construction crew.
Given the site supervisor engages the team, when they utilize the comparison slider tool, then all team members must see the same visual updates in real-time, and responses should be recorded for future reference on team performance.
Users want to compare historical project progress with current data to inform future project planning.
Given the user selects a historical project from ClariCon, when they apply the comparison feature, then the tool must visually demonstrate any trends or patterns that may influence planning by using clear graphical representations.
User-Friendly Interface Design
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User Story
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As a construction worker, I want an easy-to-use interface for the Progress Comparison Slider so that I can quickly understand project changes without needing technical training.
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Description
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This requirement emphasizes the redesign of the user interface (UI) to ensure that the Progress Comparison Slider is intuitive and easy to use, even for users who may not have a technical background. This feature's interface should enable users to effortlessly navigate through project stages using the slider without requiring extensive training. A focus on visual appeal and user experience (UX) will encourage higher adoption rates and improve overall platform usability, making it easier for all stakeholders to engage with the system effectively.
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Acceptance Criteria
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As a project manager, I want to utilize the Progress Comparison Slider to demonstrate the current stage of construction against previous phases during a client meeting, ensuring it is visually engaging and easy to understand for all attendees.
Given that I am on the Progress Comparison Slider interface, when I initiate the slider movement, then I can seamlessly view and compare two different stages of the project with intuitive visuals that require no extra training.
As a site supervisor, I want to train my team on how to use the Progress Comparison Slider effectively so that all members can accurately interpret project progress during site reviews without needing technical support.
Given that I have provided an overview session, when each team member uses the slider for the first time, then they should be able to manipulate the slider and interpret the visualized data with minimal guidance by the end of the session.
As a client, I want to easily navigate the Progress Comparison Slider during progress reports to understand the differences between the planned and actual timelines without confusion or technical jargon.
Given that I am a client reviewing project stages, when I access the Progress Comparison Slider, then I can interpret the side-by-side comparison of stages using simple visual cues and straightforward language, ensuring a user-friendly experience.
As a product tester, I want to evaluate the responsiveness of the Progress Comparison Slider across various devices (desktop, tablet, and mobile) to ensure it is accessible to all users regardless of device.
Given that I test the Progress Comparison Slider on different devices, when I interact with the slider, then it should perform smoothly with no lag or functionality issues across all devices.
As a UX designer, I want to gather feedback from users on their experience with the Progress Comparison Slider to make informed improvements to the interface design based on real user input.
Given that I have conducted user testing sessions, when I collect feedback from users, then I should receive at least 80% positive responses regarding the slider's usability and visual appeal, guiding further improvements.
Stakeholder Notification System
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User Story
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As a project stakeholder, I want to receive notifications about major project updates so that I can stay informed and react quickly if issues arise.
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Description
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This requirement outlines the need for a stakeholder notification system that alerts users to significant changes in project status or milestones via email or in-app notifications. These notifications will help keep all relevant parties informed of updates, ensuring that no one is taken by surprise by changes. By maintaining engagement and understanding throughout the project lifecycle, this system will enhance collaboration among team members and assist in timely decision-making, ultimately leading to more successful project outcomes.
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Acceptance Criteria
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Notification of Significant Project Milestone Changes
Given a project milestone has been updated, when the changes are saved, then all stakeholders should receive an email and in-app notification about the updated milestone within 5 minutes.
Real-time Notifications During Project Stages
Given the project status has changed, when the change occurs, then relevant stakeholders should receive instant notifications via their chosen method of communication.
Alert for Delayed Milestones
Given a milestone is at risk of being delayed, when the risk is identified, then stakeholders should be alerted of the potential delay through both an email and an in-app notification immediately.
Confirmation of Notification Reception
Given a stakeholder receives a notification, when they acknowledge the notification, then the system should log the acknowledgment and notify the sender that the stakeholder has received the update.
Scheduled Reminders for Upcoming Milestones
Given a milestone is approaching, when the scheduled reminder time is reached, then all stakeholders should receive a reminder notification via email and in-app 24 hours in advance.
User Preferences for Notification Delivery
Given a stakeholder is in the notification settings, when they update their preferences, then the system should save these preferences and apply them to all future notifications immediately.
Summary of Notifications for Project Entries
Given multiple notifications have been sent regarding a project, when a stakeholder accesses the notifications section, then they should see a comprehensive summary of all notifications related to the project.
Snapshot Annotations
With this feature, users can take AR snapshots of specific project sections directly from their augmented reality view. They can add annotations or comments to these images, which can be shared with team members for instant feedback and discussion. This capability enhances communication among stakeholders, enabling efficient troubleshooting of issues and celebrating milestones in real-time.
Requirements
AR Snapshot Capture
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User Story
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As a project manager, I want to capture AR snapshots of project areas so that I can visually document concerns and share them with my team for efficient troubleshooting.
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Description
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This requirement entails the ability to capture augmented reality snapshots of specific project areas within the ClariCon platform. Users should be able to access a one-click feature that captures the current augmented reality view and saves it as an image file. This feature is designed to enhance communication between team members by allowing project managers and site supervisors to visually document areas of interest or concern. The snapshots will serve as a visual record for feedback and collaboration, contributing to improved project oversight and timely issue resolution.
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Acceptance Criteria
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User captures an AR snapshot while reviewing a construction site and wants to save it for later reference.
Given the user is in the augmented reality view, when they click the 'Capture Snapshot' button, then the current AR view should be saved as an image file without any loss in quality.
User wants to add annotations to an AR snapshot before sharing it with team members.
Given a saved AR snapshot, when the user clicks on 'Add Annotation', then the user should be able to type comments and select a location on the image for the annotation to appear.
User shares an annotated AR snapshot with team members for feedback.
Given an AR snapshot with annotations, when the user selects 'Share Snapshot', then the snapshot should be sent to the selected team members via integrated messaging tools and be accessible in their notifications.
User wants to view previously captured AR snapshots within the ClariCon platform.
Given the user is on the AR Snapshot Gallery page, when they search for a specific snapshot by date or project section, then the matching results should load and be displayed within 3 seconds.
User checks if the captured AR snapshots are stored securely and can be retrieved later.
Given the user captures an AR snapshot, when they navigate to the 'My Snapshots' section, then the most recent snapshot should be listed at the top with an option to download or delete it.
User verifies that the snapshot capture does not disrupt the ongoing AR sessions.
Given the user is actively navigating an AR environment, when they capture a snapshot, then they should remain in the same AR session without experiencing any lag or disruption.
Annotation Tools
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User Story
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As a site supervisor, I want to annotate AR snapshots with comments and drawings so that I can highlight specific issues and facilitate quick discussions with my team.
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Description
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This requirement focuses on providing users with a suite of annotation tools that can be used to add comments, drawings, and notes on the AR snapshots captured within the ClariCon platform. The annotation tools should include text input, freehand drawing capabilities, and preset icons for common issues. This feature empowers users to clearly communicate concerns or highlights on the construction site directly on the image, fostering collaboration and quick decision-making among stakeholders.
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Acceptance Criteria
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User creates an AR snapshot of a construction area and utilizes annotation tools to add text comments and freehand drawings to the snapshot.
Given that the user has an AR snapshot open, when they select the text input tool, then they should be able to enter text and place it anywhere on the snapshot image.
Multiple users collaborate on the same AR snapshot, adding annotations and comments for effective communication.
Given that several users are viewing the same snapshot, when one user adds an annotation, then it should be instantly visible to all other users in real-time without any refresh.
A project manager needs to highlight specifics like safety concerns on the AR snapshot using preset icons from the annotation tools.
Given that the user selects a preset icon from the annotation tools, when they drag it to the desired location on the snapshot, then the icon should be placed correctly and remain editable.
A user wants to delete an existing annotation on a snapshot to ensure only relevant information is shared with the team members.
Given that the user has selected an annotation, when they choose the delete option from the annotation tools, then the selected annotation should be removed from the snapshot.
A site supervisor presents AR snapshots with annotations during a project review meeting to discuss project progress with stakeholders.
Given that the supervisor shares their screen with annotated AR snapshots during the meeting, when stakeholders view the snapshots, then they should be able to see all annotations clearly and remain interactive for feedback.
Snapshot Sharing Functionality
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User Story
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As a team member, I want to easily share AR snapshots and annotations with my colleagues so that we can discuss and resolve issues promptly.
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Description
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This requirement involves the implementation of a sharing option that allows users to directly share their AR snapshots and annotations with team members through various channels such as email, in-app messaging, or external collaboration tools. The sharing functionality aims to streamline communication and feedback processes, ensuring that all relevant stakeholders are kept informed and can contribute to discussions on the captured images, thereby enhancing project coordination and responsiveness.
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Acceptance Criteria
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User shares an AR snapshot with annotations through the in-app messaging system.
Given a user has taken an AR snapshot and added annotations, when the user selects the share option and chooses in-app messaging, then the snapshot and annotations should be successfully sent to the selected team members and received in their in-app messages.
User sends an AR snapshot to team members via email.
Given a user has captured an AR snapshot, when the user selects the share option and chooses email, then a new email draft should open with the snapshot attached and all selected team members’ email addresses populated in the recipients field.
User shares an AR snapshot on an external collaboration tool like Slack or Teams.
Given a user has created an AR snapshot with annotations, when the user selects the share option and chooses an external collaboration tool, then the snapshot should be shared in the selected channel or group with proper formatting and a notification to members.
User receives feedback from team members on a shared AR snapshot.
Given an AR snapshot has been shared with team members, when team members provide feedback through comments in the shared platform, then all feedback should be visible in the original snapshot view within the application.
User confirms sharing an AR snapshot before it is sent.
Given a user is about to share an AR snapshot, when the user clicks the share button, then a confirmation dialog should appear asking the user to confirm sending the snapshot along with annotations to the selected recipients.
User edits annotations on an AR snapshot before sharing.
Given a user has created an AR snapshot, when the user selects the annotation edit option, then the user should be able to modify existing annotations and save changes before sharing the snapshot.
User cancels the sharing of an AR snapshot.
Given a user has initiated the sharing process for an AR snapshot, when the user clicks the cancel option in the sharing interface, then the sharing process should be aborted without sending the snapshot.
Feedback and Discussion Thread
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User Story
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As a project member, I want to comment on AR snapshots to provide feedback and engage in discussions so that we can collectively address project issues.
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Description
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This requirement consists of creating a feedback mechanism linked to each AR snapshot shared within the platform. Users should be able to comment on the shared snapshots, creating a discussion thread where team members can provide feedback, ask questions, and offer suggestions. This feature elevates the collaborative nature of ClariCon, ensuring that all discussions related to a specific snapshot are organized and easily accessible for future reference.
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Acceptance Criteria
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A project manager takes an AR snapshot of a construction site and shares it with their team to discuss specific structural concerns.
Given the user has taken an AR snapshot, when they share it with team members, then each team member should receive a notification of the shared snapshot within 5 minutes.
A site supervisor wants to comment on an AR snapshot to provide feedback on a recently completed milestone.
Given a user has access to a shared AR snapshot, when they enter a comment in the feedback thread, then the comment should be visible to all team members within the thread immediately.
A team member views an AR snapshot and wants to ask a question about the construction plans depicted.
Given an AR snapshot is shared, when a team member submits a question in the discussion thread, then the question should be timestamped and linked to the snapshot for future reference.
A user wants to retrieve previous discussions regarding a specific AR snapshot for review in a follow-up meeting.
Given that multiple comments have been posted in the discussion thread of an AR snapshot, when a user accesses the snapshot, then all previous comments should be displayed in chronological order.
The project manager wants to ensure that only authorized team members can comment on shared AR snapshots.
Given an AR snapshot has been shared, when a comment is submitted, then the system should verify the user's access permissions before allowing the submission.
A user wants to receive notifications when new comments are added to an AR snapshot they have commented on.
Given that a user has previously commented on an AR snapshot, when a new comment is added to the discussion thread, then the user should receive a notification within 2 minutes of the new comment.
A team member wants to delete their comment from an AR snapshot discussion thread.
Given that a user has commented on an AR snapshot, when they select the option to delete their comment, then the comment should be removed from the thread and no longer visible to other members.
In-App Notifications for Feedback
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User Story
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As a user, I want to receive notifications for feedback on my shared AR snapshots so that I can quickly engage with my team's input and address concerns as they arise.
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Description
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This requirement aims to provide in-app notifications whenever a new comment is added to a shared AR snapshot. Users should receive real-time alerts that keep them informed of any updates related to the snapshots they have shared or are involved with. The notification feature is crucial for maintaining engagement and ensuring that users can respond in a timely manner to feedback and discussions, thereby enhancing responsiveness and coordination among team members.
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Acceptance Criteria
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In-app notification triggered when a team member adds a comment to a shared AR snapshot, allowing users to respond promptly to new feedback.
Given a user has shared an AR snapshot, when another team member comments on it, then the user should receive an in-app notification informing them of the new comment.
In-app notification includes relevant details of the feedback, such as the comment text and the name of the commenter.
Given the user receives an in-app notification, when they view the notification, then it must display the commenter's name and the content of the comment.
User preferences allow them to customize their notification settings to receive alerts for specific snapshots.
Given a user is in their notification settings, when they select or deselect specific AR snapshots, then they should only receive notifications for those snapshots accordingly.
In-app notifications appear in real-time, ensuring users are kept abreast of updates without delays.
Given a user receives a notification, when they check their notifications, then it should reflect the most recent comments added to shared AR snapshots without any noticeable delays.
Users can interact with the notification to view the AR snapshot directly from the notification panel.
Given a user receives an in-app notification, when they click on the notification, then they should be directed to the corresponding AR snapshot in the app.
Notifications include an option for users to quickly respond to comments directly from the notification panel.
Given a user receives an in-app notification, when they view the notification, then there should be the option to reply directly to the comment within the notification.
In-app notifications are logged for future reference, allowing users to review past comments and feedback.
Given a user accesses their notification history, when they view past notifications, then they must see a list of all notifications related to comments on AR snapshots, including timestamps.
Real-Time Progress Tracking
This feature utilizes data from ongoing project inputs and activities to dynamically update the augmented reality visuals. Users can access real-time data points on completed tasks, resources allocated, and deadlines met, all represented visually in the AR environment. This continuous feedback loop helps keep everyone informed and engaged, promoting a proactive approach to project management.
Requirements
Dynamic Data Integration
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User Story
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As a project manager, I want ClariCon to automatically integrate data from my project management tools so that I can view real-time updates in the AR interface without having to manually input information.
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Description
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This requirement focuses on ensuring seamless integration of various data sources, such as project management tools, resource management systems, and communication platforms, with ClariCon's AR interface. It will allow users to pull real-time data into the augmented reality environment, ensuring that all information related to tasks, deadlines, and resources is accurate and up-to-date. This integration is crucial for providing a holistic view of the project, facilitating better decision-making, and enhancing the overall user experience by reducing the need for manual data entry and ensuring accuracy in reporting progress.
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Acceptance Criteria
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User views the augmented reality (AR) dashboard during a construction site meeting to assess the progress of various tasks in real-time.
Given the user has integrated a project management tool with ClariCon, when they access the AR dashboard, then all tasks should reflect their current statuses as per the latest updates from the project management tool.
A site supervisor inputs data about completed tasks into the project management tool, which is then reflected in ClariCon's AR interface during the daily briefing.
Given data inputted into the project management tool, when the site supervisor refreshes the data in ClariCon, then the AR interface should display updated task completion status within 2 minutes.
Users are accessing ClariCon to review resource allocations at the beginning of a project phase.
Given the resource management system is integrated with ClariCon, when users check the AR view for resource allocations, then the displayed resources should match the data from the resource management system with 95% accuracy.
A project manager needs to analyze the impact of delayed tasks on the project timeline and resource allocation.
Given the updated task status in the project management tool, when the project manager views the AR interface, then the timeline should visually reflect any delays and their impact on the project schedule without manual adjustments.
During a site visit, a project manager consults ClariCon to ensure that all teams are following the project timeline as projected.
Given real-time updates are available, when the project manager inspects the AR environment, then all teams should be represented accurately in accordance with the defined project timeline and duties.
A construction team member is checking the AR interface to confirm the completion of their assigned tasks.
Given the task completion has been updated in the system, when the team member accesses the AR interface, then they should see a confirmation message and a green indicator for all tasks marked as complete.
User-Friendly AR Interface
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User Story
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As a site supervisor, I want the AR interface to be easy to navigate so that I can quickly understand project status and task assignments without needing extensive training.
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Description
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The user-friendly AR interface is designed to ensure ease of navigation and interaction within the augmented reality environment. This requirement entails developing intuitive controls and clear visual cues that guide users in accessing different functionalities, such as tracking progress, viewing task allocations, and assessing resource management. The goal is to allow users, particularly site supervisors with varying levels of technical expertise, to interact seamlessly with the AR features. Achieving this will increase user engagement and help teams collaborate more effectively by reducing the learning curve associated with the technology.
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Acceptance Criteria
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User Interaction with the AR Environment for Progress Tracking
Given a user is logged into the ClariCon platform, when they access the AR interface, then they must see clear visual cues for navigating to progress tracking functionalities, and they should be able to interact with the elements without prior training.
Real-Time Data Updates Displayed in AR Interface
Given that a project is actively being managed through ClariCon, when a user interacts with the progress tracking feature in the AR interface, then the system must display real-time updates on completed tasks, allocated resources, and deadlines met within 5 seconds of data alterations.
Ease of Navigation for Site Supervisors in the AR Environment
Given a site supervisor with minimal technical experience, when they attempt to navigate the AR interface, then they can complete a task such as viewing task allocations within three steps and without external assistance.
Feedback Mechanism for User Engagement in AR Interface
Given a user interaction has occurred within the AR environment, when a user completes a task, then a prompt asking for feedback on the user experience must appear, ensuring users feel engaged and their input is valued.
Accessibility Options for Diverse User Needs
Given diverse user skill levels, when users interact with the AR interface, then options for adjusting font sizes, color contrasts, and audio cues must be available to enhance accessibility.
Training Resources Availability for AR Interface Users
Given new users are onboarded with ClariCon, when they begin using the AR interface, then they must have immediate access to tutorial videos and documentation that explain how to use the interface effectively within the first login session.
Notifications and Alerts System
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User Story
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As a project team member, I want to receive alerts on my mobile device for important changes in project timelines so that I can respond quickly and keep the project on track.
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Description
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This requirement focuses on implementing a robust notifications and alerts system that informs users about critical updates and changes in project status. It will involve setting up customizable notifications based on user preferences and project needs. Users can receive alerts for upcoming deadlines, task completions, resource allocations, and any discrepancies in project progress. This feature enhances communication and ensures that all stakeholders are kept in the loop, facilitating timely actions and interventions that can prevent delays and improve overall project efficiency.
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Acceptance Criteria
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User receives a notification for an upcoming task deadline 48 hours before it is due.
Given the user has set up notifications for upcoming deadlines, when a task is approaching its deadline within the next 48 hours, then the user should receive a notification via their chosen platform (email, mobile app, or SMS).
User gets notified upon the completion of a task assigned to them.
Given a task has been marked complete by any team member, when the task is completed, then the user assigned to that task should receive a notification indicating the task has been completed.
A user receives an alert when a resource allocation has changed after initial planning.
Given that a project resource allocation has been modified, when the changes are saved in the system, then all users assigned to that resource should receive an alert detailing the new allocation.
User can customize notification preferences for different project activities.
Given the user accesses the notification settings, when the user updates their preferences for notifications (e.g., task completion, upcoming deadlines), then those preferences should be saved and reflected in how notifications are sent going forward.
System generates alerts for discrepancies in project timelines.
Given the project timeline has been altered due to delays, when the discrepancy is identified, then all stakeholders involved in the project should receive an alert outlining the nature of the discrepancy and recommended actions.
User can access a history log of notifications and alerts received.
Given the user wishes to review past notifications, when the user navigates to the notifications history section, then they should see a chronological list of all notifications and alerts with timestamps indicating when each was received.
A user receives timely alerts for multiple projects they are managing.
Given the user is assigned multiple projects, when any critical update occurs across projects (like resource changes or task completions), then the user should receive alerts for each relevant project without delay.
Offline Data Access
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User Story
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As a project manager, I want to access project data offline so that I can continue to track progress and manage tasks even in areas with poor internet connectivity.
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Description
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This requirement aims to provide users with the ability to access essential project data and AR visuals even when they are offline. It will involve creating a local cache that stores crucial information, such as task lists, previous project statistics, and key resource allocations, which can be accessed without an internet connection. This feature is particularly useful for site supervisors and project managers who may encounter connectivity issues on job sites. By ensuring offline accessibility, users can continue to make informed decisions and contribute to project management without interruption.
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Acceptance Criteria
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User accesses offline data on a construction site with poor internet connectivity.
Given the user has previously synced data before going offline, When the user opens the application offline, Then the user should see a cached version of the task list, previous project statistics, and resource allocations without any errors.
User updates project statistics while offline and syncs after regaining internet access.
Given the user has updated previous project statistics while offline, When the user regains internet connection and accesses the app, Then the updated project statistics should automatically sync to the server without data loss.
User navigates to AR visuals while offline to track project progress.
Given the user is offline and has previously accessed AR visuals, When the user selects the AR section in the app, Then the user should see the last loaded AR visuals and associated data without any delay or error.
User attempts to access data for a newly assigned task while offline.
Given the user is offline and a new task has been assigned while the user was connected, When the user checks the task list, Then the new task should not be visible in the offline task list to ensure no outdated information is displayed.
User clears the cache and attempts to access offline data again.
Given the user has cleared the application cache, When the user attempts to access the application offline, Then the application should display an appropriate message indicating that there is no data available offline until data is synced again.
User requests help within the offline mode context.
Given the user is offline, When the user selects the help option, Then the application should display offline help documentation relevant to accessing and utilizing offline data.
User verifies the duration of data caching while offline.
Given the user is offline, When the user checks the cache settings in the application, Then the system should display the timestamp of the last data sync along with the duration for which the data is cached.
Customizable Dashboard
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User Story
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As a user, I want to customize my dashboard to display the most relevant project metrics so that I can focus on the data that matters most to my role.
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Description
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The customizable dashboard requirement allows users to personalize their interface according to their specific needs and preferences. Users can select which data visualizations, KPIs, and metrics they want to see at a glance when they log into ClariCon. This personalization improves user experience and prioritizes the information most relevant to individual roles within the project. Implementing this feature not only enhances user satisfaction but also boosts productivity as users can quickly access the insights necessary for effective decision-making.
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Acceptance Criteria
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User customizes their dashboard upon first login to ClariCon.
Given the user is logged into ClariCon for the first time, when they access the dashboard customization option, then they should see a list of available data visualizations, KPIs, and metrics for selection.
User saves their customized dashboard settings.
Given the user has selected desired data visualizations and metrics, when they click the save button, then their custom dashboard settings should be saved and reflect on the next login.
User modifies their dashboard after initial setup.
Given the user is logged into ClariCon, when they choose to edit their dashboard, then they should be able to add or remove data visualizations and save the changes successfully.
User views their customized dashboard after saving.
Given the user has saved their customized dashboard, when they log back into ClariCon, then the dashboard should display all previously selected visualizations and metrics as specified.
User accesses help documentation for dashboard customization.
Given the user is on the dashboard customization page, when they click on the help icon, then they should see relevant documentation guiding them on how to customize their dashboard effectively.
User receives an error message when trying to save an empty dashboard.
Given the user has not selected any data visualizations, when they attempt to save the dashboard, then an error message should inform them that they need to select at least one data visualization before saving.
User can reset their dashboard to default settings.
Given the user is on the dashboard customization page, when they select the reset option, then all modifications they made should revert back to the system's default dashboard settings.
Comprehensive Reporting Tools
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User Story
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As a project manager, I want to generate detailed performance reports quickly so that I can share updates with stakeholders and ensure transparency in our project processes.
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Description
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This requirement involves creating comprehensive reporting tools that allow users to generate detailed reports on project performance, progress tracking, resource allocation, and potential bottlenecks. The reports can be customized based on user-defined parameters, enabling stakeholders to visualize important trends and insights. By providing powerful reporting capabilities, ClariCon will empower users to make data-driven decisions and present project status effectively to stakeholders, contributing to improved transparency and accountability in construction project management.
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Acceptance Criteria
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Generate a project performance report for a client meeting, including key metrics like resource allocation and progress tracking.
Given that the user has selected a project and defined parameters for the report, when they click on the 'Generate Report' button, then a detailed report is created that includes all specified metrics and is downloadable in PDF format.
Customize a report by selecting specific data points on project performance to include in the final output.
Given that the user is in the report customization interface, when they select specific data points (e.g., task completion rates, resource utilization), then only the selected data points should appear in the generated report.
Review a comprehensive report with stakeholders during a project status meeting to ensure all metrics are accurately represented.
Given that the report has been generated and opened, when the user presents the report in a meeting, then all metrics should be accurately displayed as per the defined parameters with clear visuals and insights on potential bottlenecks.
Export a customized report to various file formats for different stakeholder needs, including Excel and CSV.
Given that the user has finalized the report and selected export options, when they choose a file format to export, then the report should be successfully exported in the selected format and opened without data loss.
Filter reports based on date ranges to analyze project performance over specific periods.
Given that the user is in the report generation interface, when they apply a date range filter, then only the data corresponding to that date range should be reflected in the generated report.
Automatically receive notifications of any discrepancies in the reported data during the report generation process.
Given that the reporting tools are set up, when discrepancies in the project data are detected during the report generation, then the user should receive an instant notification detailing the discrepancies identified.
AR Milestone Markers
This feature allows users to visualize and interact with AR markers that denote key project milestones on the construction site. By tapping on these markers, users can access detailed information regarding each milestone's completion status, required actions, and responsible parties. This creates an immersive experience, ensuring important deadlines are tracked and met.
Requirements
AR Marker Interaction
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User Story
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As a project manager, I want to interact with AR markers on the construction site so that I can quickly access milestone information and ensure tasks are completed on time.
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Description
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The AR Marker Interaction requirement involves the development of a system where users can interact with augmented reality markers on the construction site. These markers will provide users with real-time visualizations of project milestones, including their completion status, relevant data, and responsible personnel. The interactive feature is designed to enhance user engagement and facilitate a hands-on approach to project management, ultimately improving milestone tracking and accountability. By merging AR technology with construction management software, this requirement aims to bridge the gap between digital information and physical sites, resulting in more informed decision-making and adherence to project timelines.
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Acceptance Criteria
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User Interaction with AR Marker on Construction Site to Check Milestone Status
Given a user is on the construction site with the ClariCon app open, when they tap an AR marker, then the system should display a detailed overlay with the milestone's completion status, required actions, and responsible personnel.
User Engagement with AR Marker Information during a Milestone Review Meeting
Given a user is participating in a milestone review meeting and is using the ClariCon app, when they scan an AR marker, then the app should provide real-time updates and data visualizations relevant to that milestone.
Accessibility of AR Markers for Users Across Different Devices
Given the ClariCon app is installed on various devices, when a user accesses an AR marker using those devices, then the information presented should remain consistent and accurate regardless of the device used.
Real-time Updates on Milestone Completion Status via AR Interaction
Given that a milestone's completion status changes, when a user interacts with the corresponding AR marker, then the AR display should reflect the most current status and details immediately.
User Feedback Collection on AR Marker Usability and Features
Given a user has interacted with an AR marker, when they complete the interaction, then the app should prompt the user to provide feedback on their experience and suggestions for improvement.
Training New Users on AR Marker Interaction for Enhanced Learning
Given a new user is being onboarded, when they engage with the training module in the ClariCon app, then they should be able to successfully locate and interact with AR markers to retrieve milestone information as part of their training.
Integration of AR Milestone Markers with Project Task Lists
Given a user is accessing their task list within the ClariCon app, when they tap on an AR marker, then it should show any overdue tasks related to that milestone that need immediate attention.
Milestone Data Integration
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User Story
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As a site supervisor, I want to view detailed milestone data when I tap on an AR marker so that I can understand what actions are needed to keep the project on track.
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Description
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The Milestone Data Integration requirement focuses on creating a seamless connection between the AR markers and the underlying project data. This functionality will allow users to tap on AR markers to retrieve detailed insights into each milestone, such as completion percentage, necessary follow-up actions, and designated team members responsible for execution. By integrating existing data management systems with the AR feature, this requirement ensures that users have access to the most up-to-date and relevant information at their fingertips, promoting accountability and quick decision-making. The effective integration is essential for the overall user experience and operational efficiency of the ClariCon platform.
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Acceptance Criteria
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User taps on an AR milestone marker on the construction site to access milestone details.
Given that the user is on site and has successfully loaded the AR interface, when they tap on a milestone marker, then the system should display the milestone details, including completion percentage, follow-up actions, and responsible parties without delays.
User interacts with the AR milestone marker to ensure data accuracy and relevance.
Given that the user is viewing the AR milestone marker, when they tap on the marker, then they should receive accurate and up-to-date milestone information pulled from the integrated data management system within 3 seconds.
Project manager wants to ensure assigned tasks are visible to the right team members through AR markers.
Given that the project manager is using the AR feature, when they tap on the milestone marker, then the system should display a list of team members responsible for that milestone, categorized by their task roles.
User attempts to access a milestone's details while offline.
Given that the user is in an area with no internet connection, when they tap on an AR milestone marker, then the system should display a cached version of the milestone data that includes the last known completion percentage and responsible parties.
User accesses AR milestone markers in different areas of the construction site.
Given that the user moves to different locations on the construction site, when they use the AR marker interface, then the system should consistently retrieve and show relevant milestone data irrespective of the user's location within the project site.
User wants to report an issue related to a milestone from the AR interface.
Given that the user is viewing milestone details through the AR marker, when they click on the 'Report an Issue' button, then the system should prompt the user to fill out an issue report form and submit it successfully to the project manager.
Admin checks the integration functionality to ensure all milestone data is synced properly with the AR feature.
Given that the admin accesses the back-end settings, when they review the integration logs, then all milestone data should show up-to-date records with no discrepancies or missing information.
User Access Control for AR Features
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User Story
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As a project manager, I want to control access to AR features so that only authorized team members can view milestone information relevant to their responsibilities.
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Description
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The User Access Control for AR Features requirement establishes a security framework that manages user permissions for accessing the augmented reality functionalities of the platform. This control will ensure that only authorized personnel can view or interact with specific AR markers, safeguarding sensitive project information and enhancing data privacy. Implementing a robust access control system is vital to protect the integrity of project data and maintain compliance with industry standards, thus ensuring user trust and system reliability.
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Acceptance Criteria
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User Access Control for Site Supervisors accessing AR Milestone Markers
Given that a site supervisor logs into ClariCon, when they attempt to access AR milestone markers, then they should be able to view and interact with all markers assigned to them without any access denial.
User Access Control for Project Managers viewing AR Milestone Markers
Given that a project manager is logged into ClariCon, when they access AR milestone markers, then they must have the authority to view all milestones associated with their project.
Restricted access for unauthorized users to AR Milestone Markers
Given that a user who is not authorized tries to access AR milestone markers, when they attempt to interact with any marker, then they should see a permission denied message and be unable to access the information.
User Access Control for Third-party Contractors accessing AR Milestone Markers
Given that a third-party contractor logs in to ClariCon, when they try to access AR Milestone Markers, then they should only be able to view markers that have been explicitly shared with them by a site supervisor or project manager.
Audit log for user access to AR Milestone Markers
Given that a user accesses AR milestone markers, when they log in and access any marker, then an entry must be created in the audit log detailing the user, marker accessed, and timestamp of the access.
User role validation for AR Milestone Marker interactions
Given a user attempts to perform actions on AR Milestone Markers, when they engage with a marker, then their role should be validated, ensuring they possess the necessary permissions to proceed with the action.
Mobile Compatibility for AR Feature
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User Story
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As a construction worker, I want to access AR milestone details on my mobile device so that I can stay informed while working on-site.
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Description
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The Mobile Compatibility for AR Feature requirement ensures that the augmented reality markers and their interactivity are fully functional on mobile devices. This includes optimizing the user interface and performance to allow site workers and managers to use their smartphones or tablets to access crucial milestone details while on-site. This requirement is crucial as it supports the flexibility and mobility of project teams, enabling real-time project updates and decision-making regardless of location. By improving accessibility, this feature enhances productivity and engagement with the ClariCon platform.
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Acceptance Criteria
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Accessing AR Markers on Mobile Devices
Given a site worker has a mobile device with the ClariCon app installed, when they arrive at a designated project milestone area, then they should be able to scan the AR marker to access relevant milestone completion details without experiencing lag or crashes.
Optimized User Interface for Mobile Viewing
Given a project manager is using a smartphone to view AR markers, when they attempt to interact with the milestone data, then all information should be clearly visible and accessible without the need for zooming or excessive scrolling.
Real-Time Updates from Mobile Devices
Given that a site supervisor updates a milestone status via their tablet, when they save these changes, then the updates should be instantly reflected in the system for all users without requiring a manual refresh.
Error Handling for Poor Network Conditions
Given a site worker is in an area with unstable internet connection, when they attempt to access the AR milestone marker, then the system should display a user-friendly error message explaining the connectivity issue, and allow the user to retry connection.
Performance on Various Mobile Devices
Given varying mobile device specifications, when the AR feature is accessed from devices with different operating systems, then the performance should remain consistent, loading within 3 seconds on all supported mobile platforms.
User Engagement with AR Features
Given a user interacts with an AR milestone marker on their mobile device, when they complete the prompted actions based on the milestone information, then their engagement should be logged in the system for analytics purposes.
Notification of Milestone Changes
Given a milestone completion status is updated, when the change is made from a mobile device, then all relevant users should receive a push notification within 5 minutes alerting them of the update.
GPS Integration for AR Markers
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User Story
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As a site supervisor, I want the AR markers to be geolocated so that I can easily find and reference specific project milestones on-site.
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Description
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The GPS Integration for AR Markers requirement focuses on incorporating geolocation technology that allows AR markers to be accurately mapped to physical locations on the construction site. This integration ensures that users can easily find the markers corresponding to specific project milestones, enhancing the usability and effectiveness of the AR feature. By leveraging GPS technology, this requirement aims to provide a contextual understanding of project progress, enabling users to visualize their working environment and identify areas needing attention quickly.
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Acceptance Criteria
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AR Marker Navigation for Project Milestones
Given the user is on the construction site with GPS enabled, When they approach the location of an AR marker, Then the AR marker should be visible within the user's AR application and correspond to the correct project milestone.
Accessing Milestone Information via AR
Given the user taps on an AR marker, When the marker is detected by the application, Then detailed information regarding the milestone's completion status, required actions, and responsible parties should be displayed accurately in the app.
Updating GPS Coordinates for AR Markers
Given that site measurements have changed, When the project manager updates the GPS coordinates of an AR marker in the system, Then the GPS coordinates should reflect the correct physical location on the construction site immediately after the update is saved.
Marker Detection Accuracy
Given the user is searching for an AR marker, When they are within a 10-meter radius of the marker location, Then the AR application should detect and present the marker without significant delay or errors.
User Feedback on Marker Visibility
Given a user experience in locating AR markers on-site, When they provide feedback through the app, Then at least 80% of users should report that the markers are easily visible and accurately placed in relation to the actual project locations.
Cross-Device Compatibility for AR Functionality
Given that the AR feature is being used, When accessed from different device types (Android, iOS, tablets), Then the AR markers should load and function correctly on all supported devices without significant variation in performance.
Offline Access to Milestone Data
Given that the user is on-site with limited internet connectivity, When they tap on an AR marker, Then the application should still display previously downloaded milestone information without requiring an internet connection.
Virtual Construction Tours
The augmented reality feature enables stakeholders to take virtual tours of the construction site by overlaying completed sections on their mobile devices. This helps in providing a comprehensive view of both completed work and areas still in progress, ensuring stakeholders can appreciate the totality of the project while being informed of its current state.
Requirements
AR Overlay Functionality
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User Story
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As a project manager, I want to be able to conduct virtual construction tours using AR technology so that I can provide stakeholders with an accurate and engaging visual representation of progress at the construction site.
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Description
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The AR Overlay Functionality requirement involves implementing augmented reality technology to provide real-time visual representation of the construction site on mobile devices. This feature will allow stakeholders to view completed sections of the project overlaid on the physical site, enhancing their understanding of progress and visualizing future developments. It is crucial for improving communication among team members, enabling quick identification of discrepancies, and fostering effective collaboration among stakeholders. This requirement is vital for delivering the virtual construction tours feature, as it directly impacts the user experience and the utility of the ClariCon platform in ensuring transparency during project management.
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Acceptance Criteria
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Stakeholders are utilizing the AR Overlay feature on-site during a project update meeting to visualize progress against the project timeline.
Given that the AR overlay is accessed through the ClariCon app, when the user points the device camera at the construction site, then the completed sections should accurately overlay on the physical site based on the latest project data.
A project manager is reviewing a construction site through the AR feature with team members to identify discrepancies in work completion.
Given that the AR overlay shows completed sections, when the project manager compares the AR view against the actual physical site, then discrepancies should be highlighted with color-coded markers indicating areas that need attention.
A safety inspector is conducting a site inspection using the AR feature to ensure compliance with safety standards.
Given that the AR overlay displays key safety features and compliance markers, when the safety inspector reviews the site, then all highlighted safety features must match the on-site conditions to confirm compliance.
Remote stakeholders are participating in a virtual construction tour to review overall project status and future progress.
Given that the virtual tour is initiated, when remote stakeholders view the AR overlay, then they must be able to interact with the overlay (e.g., click to get details on specific sections) and receive accurate updates on the project status.
A construction supervisor is using the AR overlay to train new team members on recognizing completed work and areas needing improvement.
Given that the AR overlay is in use during a training session, when new team members engage with the overlay, then they should be able to correctly identify completed sections and areas that require further work based on the training materials provided.
The application is used on different mobile devices to ensure compatibility and performance of the AR overlay functionality.
Given that various mobile devices are used for the AR overlay, when a user opens the feature, then the overlay performance must remain consistent across devices, with minimal latency and high visualization quality.
Users are providing feedback after using the AR overlay feature on the ClariCon platform to suggest improvements.
Given that a feedback form is presented after using the AR overlay, when users submit their feedback, then the feedback collection feature must function correctly, capturing all responses without technical issues.
Stakeholder Invitation System
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User Story
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As a project manager, I want to send invitations to stakeholders for virtual construction tours so that I can ensure that the right people are involved and informed about the project progress.
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Description
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The Stakeholder Invitation System requirement entails creating a feature that enables project managers to invite and manage access for various stakeholders who wish to participate in virtual construction tours. This functionality will ensure that only authorized users can access the tours, enhancing security and operational efficiency. The system should allow users to send invitations via email, track attendance, and manage notifications for upcoming tours. This feature is essential to ensure a seamless experience for stakeholders and project managers during the virtual tours, fostering a collaborative environment and ensuring informed stakeholders.
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Acceptance Criteria
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Stakeholder invites project managers to a virtual construction tour via email and manages access effectively.
Given the project manager has selected stakeholders for a virtual tour, When the project manager sends out invitations, Then each invited stakeholder receives an email invitation with a unique access link and confirmation of their invitation status.
A stakeholder confirms their attendance to a scheduled virtual construction tour through the provided link.
Given a stakeholder receives an email invitation, When the stakeholder clicks on the confirmation link, Then their attendance status is updated in the system and the project manager can view the updated attendance list.
Project managers send reminders to stakeholders about upcoming virtual construction tours.
Given a virtual construction tour is coming up, When the project manager sends a reminder notification, Then all stakeholders who have confirmed their attendance receive a notification reminder 24 hours prior to the tour.
Project managers can monitor which stakeholders have accepted or declined the invitation to the virtual tour.
Given the stakeholder invitation system is in use, When the project manager views the invitation management page, Then they can see a comprehensive list of all stakeholders with their invitation status (Accepted, Declined, Pending).
The system restricts access to only authorized stakeholders during the virtual construction tour.
Given the virtual construction tour begins, When a stakeholder attempts to join the tour via their unique link, Then only stakeholders with an 'Accepted' status will gain access, while others receive a notification stating access is denied.
The project manager wishes to adjust the tour date and notify all invited stakeholders of the change.
Given a change in the virtual tour schedule, When the project manager updates the tour date in the system, Then all stakeholders receive an email notification with the updated date and time of the tour.
Progress Comparison Tool
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User Story
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As a site supervisor, I want to compare the current construction progress with past stages in a virtual tour so that I can better understand the advancements made and identify any areas needing attention.
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Description
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The Progress Comparison Tool requirement focuses on developing a feature that allows users to compare current site conditions with previous stages of project completion through the AR interface. This will enable users to visually assess changes and improvements made over time, facilitating better decision-making and planning. By highlighting advancements versus the scheduled timeline, this function increases accountability and enables proactive intervention in case of delays. This tool is critical for maintaining project timelines and ensuring continuous improvement, enhancing the ClariCon platform's overall effectiveness.
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Acceptance Criteria
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Stakeholder assesses the construction progress by initiating a virtual tour through ClariCon's AR interface at a project review meeting, comparing the current site conditions with previous project stages.
Given the user is on the virtual tour interface, when the user selects a date from the project timeline, then the AR overlay should display the site conditions from that specific date alongside current site conditions for visual comparison.
A project manager conducts a weekly review using the Progress Comparison Tool during a team meeting to identify any areas of concern regarding project delays and resource allocation.
Given the project manager accesses the Progress Comparison Tool, when the user selects different project stages, then the tool should generate a comparison report that highlights changes, improvements, and deviations from the scheduled timeline in a clear visual format.
A site supervisor demonstrates the Progress Comparison Tool to a potential client to showcase the project's development and the effectiveness of ClariCon in managing timelines.
Given the site supervisor is presenting the tool, when they utilize the AR functionality to display past and current site images, then the client should be able to see and understand the progress made and any areas requiring further attention within 5 minutes of the demonstration.
An operations manager reviews project progress at the end of each month using the Progress Comparison Tool to generate insights for monthly performance reports.
Given the operations manager accesses the tool, when they generate a monthly performance report, then the report should include a visual comparison of site conditions over the past month, highlighting at least three areas of advancement or delay and their corresponding impact on project timelines.
A construction analyst uses the Progress Comparison Tool to prepare analytics on project efficiency for quarterly stakeholder reports.
Given the analyst is preparing a quarterly report, when they analyze progress data through the Progress Comparison Tool, then the tool should provide quantifiable metrics such as percentage of completion versus scheduled completion dates, allowing the analyst to present a comprehensive overview of project efficiency.
During a project turnaround meeting, team leaders utilize the Progress Comparison Tool to discuss how to address areas where work has fallen behind schedule.
Given the team leaders are in a turnaround meeting, when they utilize the Progress Comparison Tool to identify lagging areas, then the tool should present actionable insights, including graphical representations of the time lost and recommendations for necessary adjustments to the project timeline.
Interactive Feedback Mechanism
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User Story
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As a stakeholder, I want to provide feedback during virtual construction tours so that I can share my thoughts and concerns in real-time and contribute to the project’s success.
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Description
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The Interactive Feedback Mechanism requirement involves creating a feature that allows stakeholders to provide real-time feedback during virtual construction tours. This can be through comments, suggestions, or questions directly within the tour interface. This feature enhances engagement and ensures that stakeholder concerns are captured and addressed promptly. By integrating feedback into the AR experience, this requirement will foster open communication among team members and stakeholders, leading to improved project outcomes and stakeholder satisfaction.
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Acceptance Criteria
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Providing Real-Time Feedback During a Virtual Tour
Given a stakeholder is participating in a virtual construction tour, when they click the 'Feedback' button, then a feedback form should appear allowing them to submit comments or questions about the project.
Notification of Feedback Submission
Given a stakeholder submits feedback during a virtual construction tour, when the feedback is successfully submitted, then a confirmation message should display on the screen to inform the user of successful submission.
Viewing Submitted Feedback by the Project Manager
Given a project manager is reviewing feedback from a virtual construction tour, when they access the 'Feedback' section in the admin dashboard, then all submitted feedback should be displayed in chronological order.
Real-Time Update of Feedback List during the Tour
Given a stakeholder submits feedback during the virtual tour, when the project manager accesses the feedback list in real time, then the new feedback should be visible without refreshing the page.
Rating Feedback for Prioritization
Given a project manager is assessing feedback, when viewing submitted feedback, then they should have the option to rate each feedback item on a scale from 1 to 5, enabling prioritization of responses.
Integration with Notification System for Feedback
Given a project manager is in the feedback dashboard, when a new piece of feedback is submitted, then an automatic notification should be sent to the project manager's email to alert them of the new feedback.
Data Security and Privacy Protocols
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User Story
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As a project manager, I want to ensure that all data shared during virtual construction tours is secure and compliant with privacy regulations so that I can protect sensitive information and maintain the trust of my stakeholders.
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Description
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The Data Security and Privacy Protocols requirement emphasizes the need for robust security measures to protect sensitive information shared during virtual construction tours. This involves implementing encryption for data transmission, ensuring secure user authentication, and complying with relevant data protection regulations. Ensuring the confidentiality and integrity of data shared among stakeholders is critical for building trust and compliance in project management. This requirement is essential for maintaining ClariCon’s reputation as a secure platform for construction project management.
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Acceptance Criteria
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Conducting virtual construction tours with stakeholders and ensuring all transmitted data is secure during the tour
Given the user is authenticated and has permission to access the virtual tour, When they initiate the tour, Then all data transmitted during the tour must be encrypted using industry-standard protocols (e.g., AES-256) to ensure data security and privacy.
Accessing virtual construction tours via different devices to ensure compatibility and security protocols are effective
Given a user attempts to access the virtual tour from a mobile device, When they log in, Then the system must require secure user authentication (e.g., two-factor authentication) before granting access to ensure data protection.
Ensuring compliance with data protection regulations during virtual tours and data sharing
Given a virtual construction tour is being shared with external stakeholders, When the tour data is accessed, Then it must comply with relevant data protection regulations (e.g., GDPR, CCPA) and provide necessary user consent mechanisms for data processing.
Testing the encryption implementation during live virtual tour sessions
Given a live virtual construction tour is occurring, When data packets are monitored, Then all data exchanges must show active encryption and no sensitive information should be transmitted in unencrypted form.
Verifying user permissions and access control during virtual tours
Given a stakeholder is invited to a virtual construction tour, When they log in, Then their access must only include the relevant sections of the project based on their role, enforcing strict access control to protect sensitive information.
Providing a feedback mechanism for users regarding data security during virtual tours
Given the virtual construction tour has concluded, When users submit feedback, Then they must have the option to evaluate the security measures in place, which will be documented for compliance and improvement purposes.
Testing failed login attempts and measuring the response of the security system
Given a user attempts to log in with incorrect credentials during accessing a virtual tour, When the login fails, Then the system must lock the account after three consecutive failed attempts and notify the user via email for security purposes.
Stakeholder Engagement Reports
This feature generates interactive AR reports tailored for specific stakeholders, summarizing progress, challenges, and upcoming tasks with visuals that highlight areas of focus. By providing these unique AR-embedded reports, stakeholders receive engaging, clear insights into project status, fostering enhanced communication and participation.
Requirements
Dynamic Report Generation
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User Story
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As a project manager, I want to generate tailored AR reports for stakeholders so that they can understand project progress and challenges visually, facilitating better communication and decision-making.
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Description
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The system must generate interactive augmented reality (AR) reports that summarize project progress, challenges, and upcoming tasks specifically tailored for each stakeholder. This feature will allow project managers to input specific data and insights, visually enhancing the reports with graphics and statistics to illustrate progress clearly. By integrating data from ClariCon’s existing tracking and management features, the reports will provide a comprehensive overview, making it easier for stakeholders to grasp the project's status at any moment. The interactive nature of these reports will encourage stakeholder engagement, facilitating better communication and more informed decision-making during construction projects.
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Acceptance Criteria
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Generating a Dynamic Report for a Weekly Project Update Meeting
Given that I am a project manager, when I select the stakeholder group and choose the date range for the report, then the system should generate an interactive AR report that clearly summarizes project progress, challenges encountered, and upcoming tasks with visuals for the specified stakeholders.
Customizing Report Content for Different Stakeholder Needs
Given that I have multiple stakeholders with varying interests, when I input specific metrics and concerns for each stakeholder, then the system should tailor the content of the AR report to address those unique preferences without compromising data integrity.
Integrating Real-Time Data into Reports
Given that project data is constantly updated in ClariCon, when I generate the AR report, then the system should pull the most recent project tracking data, ensuring that the report reflects current progress and relevant statistics accurately.
Viewing Interactive Elements in the AR Report
Given that a stakeholder opens the generated AR report on their device, when they interact with the various visual elements, then they should be able to access detailed information, notes, and insights that clarify project status and issues.
Exporting Reports for Offline Access
Given that I may need to share reports without internet access, when I choose to export the AR report, then the system should allow me to export in a user-friendly format (e.g., PDF) while retaining all interactive features where applicable.
Receiving Feedback from Stakeholders on Reports
Given that stakeholders have viewed the AR report, when they provide feedback through the system, then their comments should be collected and stored in the project management dashboard for review by the project manager.
Stakeholder Customization Options
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User Story
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As a project manager, I want to customize the stakeholder reports so that each stakeholder receives the most relevant information, enhancing their engagement and support for the project.
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Description
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The feature must allow project managers to customize the content and format of the reports based on the specific preferences and interests of each stakeholder group. Customization options should include selecting relevant metrics, changing visual representations (charts, graphs, timelines), and including tailored insights for each stakeholder. This flexibility ensures that each stakeholder receives information pertinent to their roles and responsibilities, promoting greater involvement and ensuring that critical data points are effectively communicated.
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Acceptance Criteria
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Stakeholder Customization for Project Managers
Given a project manager wants to create a report, when they access the customization options, then they can select metrics relevant to stakeholder interests without restrictions.
Report Format Selection for Different Stakeholders
Given a project manager is customizing a report, when they choose a stakeholder group, then they can change the visual representation type (chart, graph, timeline) and the selection is saved for future use.
Tailored Insights for Stakeholder Groups
Given a project manager is generating a report, when they provide tailored insights, then those insights accurately reflect the selected metrics and each stakeholder group’s responsibilities and interests.
Interactive Reports Preview
Given a project manager has completed report customization, when they preview the report, then the interactive features and visual representations function correctly and provide a clear overview of project status.
Saving Customization Settings for Future Reports
Given a project manager customizes a report for a specific stakeholder group, when they save the settings, then those settings can be reused for future reports efficiently.
Exporting Custom Reports
Given a project manager has customized the stakeholder report, when they export the report, then the exported file maintains formatting and interactive features as designed.
Feedback Mechanism for Stakeholders
Given stakeholders receive their customized reports, when they provide feedback on the content and format, then the system captures their comments and suggestions for future improvements.
History Tracking for Reports
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User Story
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As a project manager, I want to track historical stakeholder reports so that I can evaluate past progress and the effectiveness of my communications with stakeholders.
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Description
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The system must implement a feature that tracks and stores versions of stakeholder engagement reports generated over time. This functionality will enable project managers to review past reports, assess changes in project progress, and evaluate the effectiveness of previous communications. By maintaining a history of reports, users can reference past discussions, track how stakeholder perceptions have evolved, and hold better-informed meetings based on historical data. It will also aid in accountability and will support compliance requirements in project documentation.
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Acceptance Criteria
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Version Tracking for Stakeholder Reports
Given that a project manager generates a stakeholder engagement report, when a new version of the report is generated, then the system must automatically save the previous version, allowing access to at least the last five versions of the report.
Review Past Reports
Given that a project manager needs to review past reports, when they select a report from the version history, then the system must display the selected report accurately, reflecting all data and visuals as they were at the time of generation.
Filter Historical Reports
Given that a project manager wants to filter historical reports, when they apply filters by date or stakeholder, then the system must allow filtering and only display relevant reports from the version history.
Track Changes Over Time
Given that a project manager is evaluating project progress, when they compare two versions of the same report, then the system must highlight the differences between the two versions to facilitate easy assessment of changes and trends.
Generate Compliance Documentation
Given that compliance documentation is required, when the project manager accesses the report history, then the system must provide the option to export selected historical reports in a format suitable for compliance (e.g., PDF or Excel).
User Access to Report History
Given that project team members need to access report history, when they log in to the system, then users with appropriate permissions must have access to view the complete history of reports relevant to their projects.
Audit Trail for Report Changes
Given that an audit trail is necessary for compliance, when a report is modified or generated, then the system must log the time, user, and nature of changes made to the report, ensuring accountability.
Integration with Communication Tools
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User Story
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As a project manager, I want to share stakeholder reports through my existing communication tools so that stakeholders can easily access the reports and stay updated without needing to log into ClariCon.
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Description
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The reports must be easily shareable and integrable with existing communication tools such as email, Slack, or project management platforms. This integration should allow project managers to send reports directly from ClariCon to stakeholders with a few clicks. The sharing feature should support compatibility with different file formats and direct links so that stakeholders can access the reports even if they do not have ClariCon accounts. This functionality will streamline communication and ensure stakeholders stay informed without additional barriers.
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Acceptance Criteria
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Stakeholder Engagement via Email Sharing
Given a project report is generated in ClariCon, When the project manager selects 'Share via Email', Then the report should be sent to the specified stakeholder's email address in PDF format, and the email should include a message preview.
Slack Integration for Report Sharing
Given a project report is generated in ClariCon, When the project manager selects 'Share via Slack', Then the report should be sent to the chosen Slack channel or user, and stakeholders should receive a notification that includes a link to access the report directly.
Compatibility with Multiple File Formats
Given a project report is generated in ClariCon, When the project manager selects the file format for sharing, Then the report should support sharing in at least three different formats including PDF, Excel, and PNG, ensuring compatibility with various tools.
Direct Link Access for Non-ClariCon Users
Given a project report is generated in ClariCon, When the project manager shares a direct link to the report, Then stakeholders without ClariCon accounts should be able to access the report using that link without requiring login credentials.
Error Handling during Sharing Process
Given a project report is generated in ClariCon, When there’s an error during the sharing process (such as an invalid email address or Slack user), Then the system should display a clear error message and prevent the report from being sent until corrected.
User Feedback on Sharing Functionality
Given that the project manager shares a report, When the action is completed, Then there should be an option for the user to provide feedback on the sharing experience, which should be stored for quality improvement.
Status Notifications for Stakeholders
Given a project report is generated and shared, When the report is successfully sent to stakeholders, Then those stakeholders should receive a status notification confirming that the report is available for viewing.
Feedback Mechanism in Reports
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User Story
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As a stakeholder, I want to provide feedback directly within the reports received so that I can share my insights and opinions on the project status seamlessly.
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Description
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The engagement reports must include an interactive feedback mechanism that allows stakeholders to provide their insights and comments directly within the report. This feature will enable real-time feedback on the project’s status, facilitate ongoing dialogue, and enhance stakeholder engagement by making them an active part of the communication process. Stakeholder feedback can then be collated for future reference and to inform the project management team about any concerns or suggestions that may arise from stakeholders during the project duration.
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Acceptance Criteria
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Stakeholder submits feedback on project progress during the weekly review session using the interactive feedback mechanism in the stakeholdere engagement report.
Given a stakeholder is viewing the engagement report, When the stakeholder clicks on the feedback button, Then the input field should open allowing the stakeholder to provide comments which should be submitted successfully.
Project manager reviews the collected feedback from stakeholders after the weekly report submission.
Given that feedback has been collected from multiple stakeholders, When the project manager accesses the feedback summary, Then all submitted feedback should be displayed accurately and organized by stakeholder.
Stakeholders receive notifications when there is an update or response to their submitted feedback within the report.
Given that a stakeholder has submitted feedback, When the project manager responds to that feedback, Then the stakeholder should receive a notification of the response via email and in-app notification.
Stakeholders can view the history of feedback they've submitted and any responses received.
Given a stakeholder has provided feedback in the past, When they access the feedback section of the engagement report, Then they should see a clear history of their feedback submissions along with the corresponding responses from the project team.
The interactive feedback mechanism captures real-time feedback during a live presentation of the engagement report.
Given the engagement report is being presented live to stakeholders, When a stakeholder submits feedback during the presentation, Then the feedback should be received instantaneously and visible to the presenter without delay.
Stakeholders can rate the clarity and effectiveness of the engagement report and its content within the interactive feedback mechanism.
Given that stakeholders are reviewing the engagement report, When they provide a rating score on a scale of 1 to 5, Then the rating score should be recorded accurately for later analysis and reporting.
Project management team can analyze overall stakeholder engagement effectiveness based on the collected feedback data.
Given that feedback has been collected over a period, When the project management team runs an analysis on the feedback data, Then the system should provide a detailed report highlighting trends and areas in need of improvement based on stakeholder feedback.
Visual Analytics Dashboard
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User Story
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As a stakeholder, I want to access a visual dashboard that summarizes key project metrics so that I can quickly assess project health and make informed decisions.
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Description
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A visual analytics dashboard must be created to accompany the stakeholder engagement reports, offering a summarization of key metrics and project health indicators. The dashboard will provide a holistic view of the project, integrating data from various sources to visualize timelines, resource allocation, budget usage, and completion rates. This will enable stakeholders to quickly assess the project at a glance without needing to dive deep into individual reports. The dashboard will be customizable, allowing stakeholders to choose which metrics are displayed, ensuring the information is relevant and actionable.
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Acceptance Criteria
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Stakeholders access the Visual Analytics Dashboard to review project health indicators before a critical project meeting to align on next steps.
Given that the stakeholders are logged into the platform, When they navigate to the Visual Analytics Dashboard, Then they should see real-time data visualizations of project timelines, resource allocation, budget usage, and completion rates displayed clearly.
A project manager customizes the dashboard to focus on specific metrics relevant to their needs, which they will present to the stakeholders.
Given that the project manager is on the Visual Analytics Dashboard, When they select and customize which metrics to display, Then the dashboard should update in real-time to reflect the selected metrics.
After the completion of a construction phase, stakeholders use the dashboard to analyze the overall project health and see the impact of any delays or resource allocation problems.
Given that the construction phase is completed, When the stakeholders review the project health indicators on the Visual Analytics Dashboard, Then they should be able to see a summary of any delays, their causes, and the current project status clearly reflected with supporting visuals.
A site supervisor wants to generate a report of the current metrics from the dashboard to discuss with their team.
Given that the site supervisor is viewing the Visual Analytics Dashboard, When they choose to generate a report, Then a downloadable PDF report summarizing the key metrics should be created and accessible for their distribution.
A stakeholder needs to present the project's current state to executive leadership using the dashboard data during a quarterly review.
Given that the stakeholder has prepared for the quarterly review, When they access the Visual Analytics Dashboard, Then they should be able to present an accurate and visually compelling overview of the project with data that is up-to-date, reflecting current metrics.
Before a project begins, stakeholders preview the Visual Analytics Dashboard to understand its capabilities and how it will support their decision-making.
Given that the dashboard is operational, When new stakeholders first access the dashboard, Then they should be presented with an introductory guide that clearly explains the dashboard's features, metrics available, and how to navigate it effectively.