diff --git a/docs/DeveloperGuide.md b/docs/DeveloperGuide.md index 401ba43c75b..ab3a07d3f70 100644 --- a/docs/DeveloperGuide.md +++ b/docs/DeveloperGuide.md @@ -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}*