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Merge pull request #52 from yorklim/DevGuide
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Add User stories to DevGuide
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@solomonng2001
solomonng2001 authored Mar 5, 2024
2 parents 9ab6a92 + b29f82b commit be50381
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49 changes: 29 additions & 20 deletions docs/DeveloperGuide.md
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Expand Up @@ -289,26 +289,35 @@ _{Explain here how the data archiving feature will be implemented}_

Priorities: High (must have) - `* * *`, Medium (nice to have) - `* *`, Low (unlikely to have) - `*`

| Priority | As a …​ | I want to …​ | So that I can…​ |
|----------|-----------------|--------------------------------------------|-----------------------------------------------------------------------|
| `* * *` | insurance agent | see usage instructions | refer to instructions when I forget how to use the App |
| `* * *` | insurance agent | add a new client contact details | keep track of the clients I have |
| `* * *` | insurance agent | delete a client | remove clients that are leaving |
| `* * *` | insurance agent | find a client by name | locate details of client without having to go through the entire list |
| `* *` | insurance agent | view client information | know and check client details |
| `* *` | insurance agent | check schedules with clients on a date | keep track of what I have to do in a day |
| `* *` | insurance agent | add the birthday of my clients | wish them happy birthday to keep in contact with them |
| `* *` | insurance agent | delete policy details for a client | remove expired policies of the client |
| `* *` | insurance agent | see when I last met a client | check in on a client that I have not met for a long time |
| `* *` | insurance agent | mark that a schedule is completed | know that i fulfilled the appointment scheduled |
| `* *` | insurance agent | add policy details of a client | keep track of clients and their policies |
| `* *` | insurance agent | schedule checkup date and time for clients | so I know when to follow-up with them |
| `*` | insurance agent | sort clients by priority | deal with client with higher priority status first |
| `*` | insurance agent | track deals that I have closed | track my current progress |
| `*` | insurance agent | edit my client's details | update my client's details |
| `*` | insurance agent | reschedule my appointments | change the date and time of appointments with clients |
| `*` | insurance agent | filter clients by importance | decide on who to prioritise on |
| `*` | insurance agent | get help | use the app when I am lost or confused |
| Priority | As a …​ | I want to …​ | So that I can…​ |
|----------|-----------------|-------------------------------------------------------|-----------------------------------------------------------------------|
| `* * *` | insurance agent | see usage instructions | refer to instructions when I forget how to use the App |
| `* * *` | insurance agent | add a new client contact details | keep track of the clients I have |
| `* * *` | insurance agent | delete a client | remove clients that are leaving |
| `* * *` | insurance agent | find a client by name | locate details of client without having to go through the entire list |
| `* *` | insurance agent | view client information | know and check client details |
| `* *` | insurance agent | check schedules with clients on a date | keep track of what I have to do in a day |
| `* *` | insurance agent | add the birthday of my clients | wish them happy birthday to keep in contact with them |
| `* *` | insurance agent | delete policy details for a client | remove expired policies of the client |
| `* *` | insurance agent | see when I last met a client | check in on a client that I have not met for a long time |
| `* *` | insurance agent | mark that a schedule is completed | know that i fulfilled the appointment scheduled |
| `* *` | insurance agent | add policy details of a client | keep track of clients and their policies |
| `* *` | insurance agent | schedule checkup date and time for clients | so I know when to follow-up with them |
| `*` | insurance agent | sort clients by priority | deal with client with higher priority status first |
| `*` | insurance agent | track deals that I have closed | track my current progress |
| `*` | insurance agent | edit my client's details | update my client's details |
| `*` | insurance agent | reschedule my appointments | change the date and time of appointments with clients |
| `*` | insurance agent | filter clients by importance | decide on who to prioritise on |
| `*` | insurance agent | get help | use the app when I am lost or confused |
| `*` | insurance agent | can sort clients by the expected revenue of the deals | know which clients to prioritise |
| `*` | insurance agent | set the policy payment due dates | remind my clients. |
| `*` | insurance agent | add the maturity date of my client’s policy | update them and plan for future policies |
| `*` | developer | view list of all bugs reported by users | conveniently view all reported bugs and fix them |
| `*` | colleague | import someone's contact list | take over his clients |
| `*` | insurance agent | report issues/bugs | get someone to fix bugs |
| `*` | developer | get a log list of user activity | view user activity to bug fix |
| `*` | manager | view all my subordinates' clients | be aware of their progress and client base |
| `*` | insurance agent | get reminders of client birthday | send birthday message |


*{More to be added}*
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