cms_05 requirement doc

1.1.1 CASE MANAGEMENT SYSTEM

Case MS Search Page

S.NO.

REQUIREMENTS COMMENTS

1

The top page should display the Header

[1]

The system should display the Location based breadcrumb that allows the user to know their location in the website.

[2]

The system should display 3 Tabs which should direct the user to their respective sections

[2.1] Case Management (Highlighted by default)

[2.2] Reports

[2.3] K12 Account Links

[2.4] The system should display a "Create New Record" button which should direct the user to Case MS Intake page.

[3]

The system should display text "Case Management System" as the main title heading

[4]

The system should display the Case Details section on the top section of the page.

[4.1] Case Details should display text "Record Search" as the heading

[4.2] The system should display text 'Select Case Type' and a text field with a drop-down menu.

1.1.1[4.2.1] The system should allow the user to select one option from the categories: All cases, open cases and closed cases in the drop down menu for 'select case type' fields.

1.1.2[4.2.2] The system should default 'select case type' fields to Open cases ( for particular user ).

1.1.3[4.2.3] The search text box for 'select case type' should default to Open cases.

Not sure what you mean here. Is this the same as 5.2.2?

1.2[4.3] The system should display Search box that allows the user to search case details using student's first, middle, last name or student ID.

1.3[4.4] The system should display text 'Enter Student Name (First, Middle or Last) OR Student ID' above the search box.

1.4[4.5] The system should display the table list of the cases.

1.4.1[4.5.1] The system should display following attributes of the matching case record (currently defaulted to All):

Student ID Student name Age School Grad date Last modified Case status

1.5[4.6] The system should display the Footer Section.

Case MS Search Results Page

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3

The system should display 3 Tabs which should direct the user to their respective sections

3.1Case Management ( Highlighted by default)

3.2Reports

3.3K12 Account Links

3.4The system should display a "Create New Record" button which should direct the user to Case MS Intake page.

4

The system should display text "Case Management System" as the main title heading

5


5.1Duplicate line

5.2Case Details should display text "Record Search" as the heading

5.2.1The system should allow the user to select one option from the categories: All cases, open cases and closed cases in the drop down menu for 'select case type' text fields.

5.2.1.1The system should display text 'Select Case Type' and a a drop-down menu. Default should be Open Cases

5.3The system should display Search box that allows the user to search case details using student's first, middle, last name or student ID.

5.4The system should display text ' Enter Student Name (First, Middle or Last) OR Student ID' above the search box.

5.4.1The search results should display following attributes of the matching case record (search results based upon the selection):

Student ID Student name

Age School Grad date Last modified Case status

5.4.2The system should highlight the record as the user mouses over the records (Each listing).

5.4.3The system should display Edit and 'export to pdf' buttons as the user mouses over the records.

5.4.4Edit Button: directs the user to the case management system / Intake page which allows the user to edit the case record'Export to Pdf' button: allows the user to generate a pdf report of the case record.

5.5The system should display the Footer Section.

CMS INTAKE PAGECCP

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3

The system should display text heading ' Career & Course Planner'.3 Tabs:

3.1Case Management (Highlighted anytime you are editing a record)

3.2Reports


3.4The system should display a "Create New Record" button which should direct the user to Intake page.

Remove this. The HTML is correct. This button is only available on the Search Results page

4

The system should display Case Information Section:

4.1It should display text <Student Name> as title Heading

4.2It should display Button labelled 'Export Plan' that allows the user to export Case record in pdf.

4.3It should display Button labelled 'Email Plan' that allows the user to email plan to the user.

4.4It should display 23 columns with text headings:DetailsPersonal , School & Plan.Case

4.4.1Column 1 :1: Personal DETAILS should display

Text VCCS GRAD DATE (EXPECTED) and <expected graduation date> that should be in semester and year format.

text Advisor and <name of the advisor> Personal Information (student ID, Age & birthdate) Will be blank for new record creation until associated information is entered in the intake screen.

4.4.1.1If there is no advisor assigned to the student then the system should display text 'No advisor Found'.

4.4.2Column 2: PLANSchool should display:Text 'Created' and <date > in MMDDYY10 formatText 'Updated' and <date> in MMDDYY10 format Name of the school and expected graduation date (which should be semester and an year format) Will be blank for new record creation until associated information is entered in the intake screen.

4.4.3Column 3: CaseIt should indicate the day the case record was initiated under the text heading 'Created '

4.4.4It should indicate the last date the case was updated under the text heading 'Updated'

4.4.5It should display the following 7 6 tabs horizontally which directs the user to respective pages:

4.4.6Intake ( This tab should be highlighted )Setup

4.4.7ServicesWizard Assessment

4.4.8Case NotesCareer Details

4.4.9Follow UpDegree & Transfer Goals

4.4.10GoalsCourses

4.4.11Post Secondary OutcomesNext Steps - Colleges

4.4.12Next Steps – Career

5

The system should display the Case Details section on the top section of the page.Depending upon the location of the user the tabs should be highlighted.

5.1Course Details SectionTab 1: SetupThis section should display text heading 'Add Intake Information'

5.2This section should display text heading 'Add Setup Information'

5.2.1This section should display the following fields:

5.2.1.1 text field and a text label ' First Setup

Information'Student ID ( only allow 50 alphanumeric characters)

5.2.1.2 text field and text label 'Anticipated VCCS

Graduation, Completion or Transfer Date' First name ( 100 character is the maximum limit)

Text field should display a drop down list of dates in Semester Year format.

5.2.1.3

5.2.1.4WIZARD ASSESSMENTS TAB:Middle name ( 100 character is the maximum limit)

5.2.1.5Last name ( 100 character is the maximum limit)This tab should display the following:

5.2.1.6Birthdate: User should be able to enter the Birthdate using Calendar tool (Refer...)Text Heading 'Skills Assessment'

5.2.1.7Two columns:Column 1 : should display the list of YearsColumn 2 : should display the list of Skills Assessment ResultsEach Row should display the Year and <Skills Assessment Results>The system should update this table each time a user completes the Skills Assessment.The system should only display the 10 most recent Skills Assessment results ( and the Year)Button labelled 'Retake Skills Assessment' that should direct the user to Skills Assessment Page.High School ( Drop down menu that provides the list of schools assigned to the councilor)

5.2.1.8High School of Record( Drop down menu that provides the list of High Schools that students may belong to)Text Heading ' Interest Assessment'Two columns:Column 1 : should display the list of YearsColumn 2 : should display the list of Skills Assessment ResultsEach Row should display the Year and < Values Assessment Results>The system should update this table each time a user completes the Skills Assessment.The system should only display the 10 most recent Interest Assessment results ( and the Year)Button labelled 'Retake Interest Assessment' that should direct the user to Skills Assessment Page.

5.2.1.9Expected Graduation Date : ( Drop down menu should indicate the semester and the year, e.g. fall 2015, spring 2016)Text Heading ' Values Assessment'Two columns:Column 1 : should display the list of YearsColumn 2 : should display the list of Values Assessment ResultsEach Row should display the Year and < Valuess Assessment Results>The system should update this table each time a user completes the Skills Assessment.Button labelled 'Retake Values Assessment' that should direct the user to Skills Assessment Page.

5.2.1.9.1Drop down should display 8 future semester options from the current date. Text heading ' Other Assessments'Sub-heading text ' You can enter additional assessments by typing in the box below and clicking the Add button'text line <Name of Assessment>Column 1 : should display the list of <Year for selected Assessment>Column 2 : should display the list of <Selected Assessment Result>Each Row should display the <Year for selected Assessment>,< Myer Brigg Assessment Results> and 'Delete' Button that allows the user to specifically delete that specific row or Row.The system should update this table each time a user inserts additional information through 'Add Assessment ' section.

5.2.1.9.2Text heading 'The text box is defaulted to current semester year. Add Assessment'text field with label text 'Name of Assessment',Date field with label text 'Date of Assessment'field with label text 'Score''Button' labelled 'Add New' that allows the user to store the above mentioned information in his profile ( database ) and updates this information in 'Other Assessments' section.

Add Assessment Section should allow:1) the user to add name of Assessment2) Date of Assessment3) ScoresIn the system through above mentioned text boxes.

This information should be updated by the system in the 'Other Assessments' section.

5.2.1.10Tab: Career Goals Notes text field that should allow the user to enter up to 4096Character.

5.2.1.11Text heading ' Current Career Goals'2 columns:Column 1 should display the list of YearsColumn 2 should display the list of Career GoalsEach row should display <Year> and the <selected Career Goals>.Notes text field should display the dynamic character countdown.

6

Text heading 'Add a Career Goals'Sub-heading text 'To add additional career goals, first select a cluster from the list and then the related occupation from it'text box 'Cluster'text box ' Occupation'Add Button that should allow the user to insert these details in 'Current Career Goals' section.The system should display a Delete Record button which allows the user to delete the entire Case Record.

6.1Text heading 'The system should generate a dialogue message asking the user: Are you sure? And providing Yes / No button.Career Assessment' Sub-sectionTexts line ' The Wizard career assessment can help you explore careers that may interest you. Click on the buttons below to start an assessment''Button' labelled Skills Assessment that should direct the user to Skills Assessment page. ( Careers Section)'Button' labelled Interest Assessment that should direct

the user to Interest Assessment page. ( Careers Section)'Button' labelled Values Assessment that should direct the user to Values Assessment page. ( Careers Section)

6.1.1The system should delete the record only if Yes button is selected by the user.Career Goals Notes sectionText heading "Career Goals Notes"Requirements on the Profile Page case 1: Logged in User with Reality check completed case 2: Logged in but Reality Check not completed

'Degree and Transfer Goals' Tab:

text heading " Do you Plan to transfer ""Yes" Button that should direct the user to"No" Button that should direct the user toText paragraphText heading " Post-secondary Goals"Text lineText heading 'Majors'List of <selected Majors>text field with a drop-down menu that allows the user to select a major from itAdd button that allows the user to add the selected major to above mentioned List of <selected Majors>test heading 'Four-year Colleges & Universities'List of <selected Four-year Colleges & Universities>text field with a drop-down menu that allows the user to select a universities from itAdd button that allows the user to add the selected universities to above mentioned List of <selected Universities>College search button that directs the user to College Planner/ College Search.Text heading ' Transfer Planner'Text lineTransfer Planner button that directs the user to Transfer Section.The system should display a delete record button.

Duplicate – combine with 6

6.2Course tabText heading ' View Course Catalog'field with a drop-down menuText heading 'Build your own schedule'text heading 'Schedule'Table: with 3 columns heading: Courses, From Date and To DateEach row should display <selected Course Name> and respective date values for From Date column and To Date column.text heading ' Add Course'Text field 'Course Name'date field 'From' which allows the user to insert date using a calendar tooldate field 'To' 'From' which allows the user to insert date

using a calendar tool'Add new' button that allows the user to update the above mentioned details in the listText 'Post Secondary Outcomes'Text paragraphOpen 'Peoplesoft Advising Outcomes' buttonText 'Courses'Table: with 3 columns heading: Courses, Institutions and TermEach row should display <selected Course Name> and respective values for Institution column and Term column.If the user deletes the record, the system should direct the user to CMS record section. If the user decides not to delete the record, they are returned to the tool page and the record is NOT deleted.

7

The system should display a Save button that should allow the user to save all the details entered in the fields. Next steps- CollegesHave you applied for financial Aid?text paraYesNoNot SureTaken your VPT placement testYesNoNot sure buttontext Contact your Advisor

text Please visit the following pages to learn more about finacnial aid:FAFSA TutorialAward EstimatorScholarshipsTest line

VCCS Placement tests ( Students Self- Report)Check the boxes below to indicate if you have completed the placement testsCheckboxes: Have you completed the Math Placement test, or satisfied the requirementCheckbox: Have you completed the English placement test, or satisfied the requirement?Checkbox: I don't know if i have completed the Math ad English Placement Test or satisfied the requirementText line

Advisor NotesDate < Name of the advisor>Text box that allows the user to add notes up to 4096 charactersand displays a text countdown.

7.1Next Steps- Career

Text Paragraph'View Careers' button that directs the user toText Add ExperienceText Club, Team or OrganizationsList of <Selected Clubs, Team and Organizations>Delete button that allows the user to delete the record associated with a row.If the user proceeds to different webpage (Outbound Link) or different section of the Wizard 5.0 then the system should generate a dialogue

box asking the user ' Are you sure you want to leave without saving the changes?'. This includes the browser back button.Text Field that allows the user to enter name of Clubs, Team and Organizations.Add New Button

Text Leadership positionsList of <Leadership Positions>Delete button that allows the user to delete the record associated with a row.Text Field that allows the user to enter name of Leader Positions.Add New Button

Text InternshipsList of <Internships>Delete button that allows the user to delete the record associated with a row.Text Field that allows the user to enter name of Internships.Add New Button

Text Community Service ProgramsList of < selected Community Service Programs>Delete button that allows the user to delete the record associated with a row.Text Field that allows the user to enter name of Community Service Internships.Add New Button

7.2The dialogue box should have "Save & Continue", "Do not save" and "Cancel" buttons.

8

The system should display a 'Save and Continue' button that should allow the user to save all the details and proceed to next tab. ( Services)

8.1The system should generate a pop-up tool tip that states 'Next Section: ' Services' as the user mouses over 'Save and Continue' Button.

8.2The system should display the 'Ask Ginny for Help' section.

9

The system should display Footer Section at the bottom of the page.

Case MS SERVICE PAGE)

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3

The system should display 3 (Tabs ) :

3.1Case Management (Highlighted anytime you are editing a record)

3.2Reports




4

Case Information Section:


4.2It should display Button that allows the user to export Case record in pdf

4.3It should display 3 columns with text headings:Personal , School & Case

4.3.1Column 1 : Personal should display Personal Information (student ID, Age & birthdate)

4.3.2Column 2: School should display Name of the school and expected graduation date (which should be semester and an year format)

4.3.3Column 3: Case

It should indicate the day the case record was initiated under the text heading 'Created '

4.3.4It should indicate the last date the case was updated under the text heading 'Updated'

4.3.5It should display the following 6 tabs horizontally:

4.3.6Intake

4.3.7Services( This tab should be highlighted )

4.3.8Case Notes

4.3.9Follow Up

4.3.10Goals

4.3.11Post Secondary Outcomes

5


5.1This section should display a text heading "Add Services"

5.1.1For a new case or any case that does not have any services entered it will not display any entries.

5.1.2If the case has services saved or has just had the Add New button clicked, then this section should display the following fields :

5.1.2.1Date field that allows the user to select the date using the calendar tool. ( It should default to today's date)

5.1.2.2Services field that allows the user to select a service from the list of drop down menu list

5.1.2.3Performed by text should display < name of the person who makes the changes>.

5.1.2.4Delete button that will allow the user to delete the service entry.

5.1.2.4.1The system should generate a pop-up message that states 'Are you sure you want to delete the record?" with "OK and Cancel" button if the user clicks on the Delete button.

5.2Add new button will allow the user to add new services (Date field, Service drop down and Performed by fields that will allow the user to record Services rendered)

6

The system should display a Delete Record button which allows the user to delete the entire Case Record.

6.1The system should generate a dialogue message asking the user: Are you sure? And providing Yes / No buttons.

See Intake section for changes that should be duplicated here.

6.1.1The system should delete the record only if Yes button is selected by the user.


7

The system should display a delete record button. See Intake section for changes that should be duplicated here.

7.1If the user deletes the record, the system should direct the user to CMS record section


8

The system should display a Save button that should allow the user to save all the details entered in the text boxes.


8.1If the user proceeds to different webpage (Outbound Link) or different section of the Wizard 5.0 then the system should generate a dialogue box asking the user ' Are you sure you want to leave without saving the changes?'. This includes the browser back button.



9

Save and Continue button should allow the user to save all the details and proceed to next tab. ( Case Notes)

9.1The system should generate a pop-up that states 'Next Section: Case Notes' as the user mouses over 'Save and Continue' Button.

10


CASE NOTES PAGE

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2

The system should display the Location based breadcrumb that allows the user to know its location on the webpage.


3

The system should display 3 (Tabs ) : See Intake section for changes that should be duplicated here.

3.1Case Management See

Intake section for changes that should be duplicated here.

3.2Reports




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4.3.4It should indicate the last date the case note was updated under the text heading 'Updated'


4.3.6Intake

4.3.7Services

4.3.8Case Notes( This tab should be highlighted )

4.3.9Follow Up

4.3.10Goals


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5.1This section should display a Text heading "CASE NOTES" on the top part of Case Details section.

5.2The system display the list of of existing case notes with their dates, name of user and notes (text fields).If no case notes attached to the case, this field will show no records.

5.3Each listing ( Case Notes ) displays following details:

5.3.1Date field with calendar tool.

5.3.2<Name of the user> ( who entered the changes) text field

5.3.3Notes text field (the user can only enter maximum of 4096 characters.

5.3.3.1The text box should display a countdown character left message at the bottom of the text box.

5.3.4Delete button (adjacent to each case notes listing) that will allow the user to delete Case note entry.

5.3.5The system should generate a pop-up message that states 'Are you sure you want to delete the Record ?" with "OK"& "Cancel" buttons

5.3.6Add new button should generate blank fields (date / user / notes) and delete button that allows the user to enter/ delete new case notes details. The new date field should default to today’s date.

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6.1The system should generate a dialogue message asking the user: Are you sure? And providing Yes / No buttons.


7

The system should display a delete record button. Duplicate

7.1If the user deletes the record, the system should direct the user to CMS Search results page

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9

Save and Continue button should allow the user to save all the details and proceed to next tab. ( Services)

9.1The system should generate a pop-up that states 'Next Section: 'Follow up' as the user mouses over 'Save and Continue' Button.

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FOLLOW-UP

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3

The system should display 3 (Tabs ) : See Intake section for changes that should be duplicated here.

3.1Case Management Highlighted See

Intake section for changes that should be duplicated here.

3.2Reports



Remove this. HTML is correct, you can only create a new case record from the Search page

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4.3.6Intake

4.3.7Services

4.3.8Case Notes

4.3.9Follow Up ( This tab should be highlighted )

4.3.10Goals


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5.1This section should display a Text heading "Follow Up" on the top part of Case Details section.

5.2This section should display 'Status' field that has a drop-down list which contains Incomplete & Complete option.

5.2.1 'Status' field should default to Incomplete

5.2.2If the user selects complete in the status field then (If actual date box which is blank it should automatically be updated to today's date)

5.3'Planned date' (Expected) field that allows the user to insert dates using Calendar tool.It should default to blank.

it shows the planned date for follow ups date

5.4'Actual date' text field that allows the user to insert dates using Calendar tool.It should default to blank.

Date field is the date when the user actually follows up on the case note which can be edited by the Calendar tool.

5.5The system should display <Name of the user> (who entered the changes).

5.6Notes text field (the user can only enter maximum of 4096 characters.

5.7Delete button (adjacent to each case notes listing) that will allow the user to delete Case note entry.

5.7.1The system should generate a pop-up message that states 'Are you sure you want to delete the record?" with "OK"& "Cancel" button.

5.8Add new button should generate blank fields (date / user / notes) and delete button that allows the user to enter/ delete new case notes details.

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6.1The system should generate a dialogue message asking the user: Are you sure? And providing Yes / No Buttons.


7

The system should display a delete record button. Duplicate


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9

The system should display 'Save and Continue' button should allow the user to save all the details and proceed to next tab. ( Services)


10


GOALS

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3.1Case Management ( Highlighted)

3.2Reports ( will direct the user to CMS reports page)

3.3K12 Account Links ( will direct the user to K12 account links page)

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4.3.2Column 2: School should display Name of the school and expected graduation date (which should be semester and year format e.g.: Fall 2015)

4.3.3Column 3: CaseIt should indicate the day the case record was created under the text heading 'Created '



4.3.6Intake

4.3.7Services

4.3.8Case Notes

4.3.9Follow Up

4.3.10Goals ( This tab should be highlighted )


5

The system should display the Case Details section.

5.1The system should display Text heading 'Current Career Goals' at the top part of this section

5.2This section should display list of current career goals.( already selected by the user previously)

5.3Each record in the career goal list should display respective <date>, <Career Goal> (If this is a career, it should be a link to the occupation detail page).

Dev, Rachel ask for Entered by field

5.4What happens when you click the Delete button next to a Career Goal?

5.4.1This section should allow the user to select an option in the cluster text field and Occupation text field.

5.4.2This section should display text heading "Careers". Move up

one and call it 5.4

5.4.2.1This section should display text ' To add additional career goals, first select a cluster from the list and then the related occupation from the selected cluster.'

5.4.3This section should display an Add button adjacent to Cluster and Occupation text fields which allows the user to save their selections in the career goal list.

5.4.4The system should automatically update the career goal list with the new record based on the user's selection.

5.5This section should display text heading "Post Secondary goals."

5.5.1This section should display text sub-heading '' To add additional career goals, select a major and click add."

5.5.2This section should display a drop-down that allows the user to select a major.

5.5.3This section should display an "Add" button that allows the user to save the selected major.

5.5.4The system should automatically update the Career goals list with the new record based on the user's new selection

5.6Post Secondary PlansDate and Goals field should allow the user to enter respective information.

5.6.1Date field should allow the user to edit the date using Calendar tool

5.6.1.1Calendar tool should default to today's date.

5.6.1.2Goals field should allow the user to choose a Goal selection from the dropdown list.

5.6.1.3'Entered by' text field displays < name of the person who entered the information>.

5.7Add new button should generate a new row that contains blank fields (date, <name of the person who entered the information> and goals) that allows the user to enter new case notes details and a delete button that allows the user to delete individual goals.

5.8The system should display a Delete button that will allow the user to delete aPost Secondary Goal entry.

5.8.1When this delete button is clicked, the system should generate a pop-up message that states 'Are you sure you want to delete the Record?" with "OK" and "Cancel" button.

5.8.2If the user clicks OK, then the system should delete the post secondary goal.

5.8.3If the user clicks Cancel, then the system should not delete the post secondary goal.

5.9This section should display a text box which allows the user to enter notes regarding any additional goals.

5.9.1The text box should allow user to add 4096 characters only.

5.9.2 The text box should default to blank.

5.9.3The text box should display a countdown character left message at the bottom of the text box.

5.9.4The system should display a text heading above the text box that states" Record notes regarding any additional goals"

5.10This section should display text heading "Part-time work" CR

5.10.1This section should display a check box that allows the user to put a tick mark to indicate that the student is looking for part-time work.

5.11This section should display a text box that allows the user to add notes regarding work.

5.11.1 The text box should default to blank.

5.11.2The text box should display a countdown character left message at the bottom of the text box.

5.11.3The system should display text heading above the text box that states" Record additional work related goals"

6

The system should display a Save button that should allow the user to save all the details entered.

6.1If the user proceeds to different webpage (Outbound Link) or a different section of the Wizard 5.0 then the system should generate a dialogue box asking the user ' Are you sure you want to leave without saving the changes?'. This includes the browser back button.


7

The system should display 'Save and Continue' button that allows the user to save all the details and proceed to next tab. ( Post Secondary Outcomes)

8

The system should display a delete record button.


8.2The system should generate a pop-up that states 'Next Section: Post Secondary Outcomes' as the user mouses over 'Save and Continue' Button.

9

The system should display "Ask Ginny for help" section at the bottom of the page.

10

The system should display Footer section.

POST SECONDARY OUTCOMES (Case MS)

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3.1Case Management Highlighted See Intake

section for changes that should be duplicated here.

3.2Reports



Remove this. (See above)

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4.3It should display 3 columns with text headings:Personal , School & Case.




4.3.4It should indicate the last date the case note was

updated under the text heading 'Updated'


4.3.6Intake

4.3.7Services

4.3.8Case Notes

4.3.9Follow Up

4.3.10Goals

4.3.11Post Secondary Outcomes ( This tab should be highlighted )

5


5.1This section should display text heading "Post Secondary Outcomes"

5.1.1This section should display text sub-heading "Please indicate what the student outcome plan was when they left the system"If no outcomes attached to the case, or a new entry, then display an empty list.

5.1.2This section should display the following text fields :

5.1.2.1"Date" text field that allows the user to select the date using the calendar tool. ( It should default to today's date)

5.1.2.2"Outcome" field that allows the user to select a service from the list of drop down menu list

5.1.2.3"Entered by" field that should display the name of the user who created the entry.

5.1.2.4Delete button that will allow the user to delete the outcome entry.

5.1.2.4.1The system should generate a pop-up message that states "Are you sure you want to delete the record?" with "Yes, delete it" and" No "button if the user clicks on the Delete button.

Keep standardized with the previous sections. (OK and Cancel)

5.2Add new button will allow the user to add new outcomes (Prompt a new row that contains" Date", "Service" and "Entered by" fields that will allow the user to insert additional details)

5.3This section should display text heading "Exit details"

5.3.1The section should display a (Exit details) date field that allows the user to enter exit date using the calendar tool.

5.3.1.1"Exit details" date field (Calendar tool) should default to blank.

5.3.2This section should display a dropdown menu that should allow the user to select the exit reason.

5.3.2.1The Dropdown should default to blank.

5.3.2.2This Dropdown should display a label of "Exit Reason (Selection is Mandatory if an exit date is selected)".

5.3.2.3This section should display a drop down menu that should allow the user to choose the exit reasons.

Duplicate

5.3.2.4The text box should default to blank. Duplicate

5.3.2.5This section should display text "Exit Reason (Selection is Mandatory)"

Duplicate

5.3.3This section should display a text box that should allow the user to enter notes regarding exit reason.

5.3.3.1The text box should allow user to add 4096 characters only.

5.3.3.2The text box should display a countdown character left message at the bottom of the text box.

5.3.3.3 The text box should default to blank.

5.3.3.4This text box should have a label of "Record notes regarding exit reason" on top of the text box.

5.3.4This section should display text "Case Status" and radio buttons (Open & Closed) that allows the user to select whether the case status is open or closed.

5.3.4.1The Open radio button should be selected by default or whatever the case’s data says if opening an existing case.

5.3.5The system should generate a pop-up box if the user proceeds to close the case.

5.3.5.1Two case scenarios: ( After user proceeds to close the case )

5.3.5.1.1If the user has already enteredThe exit reasons and exit date fields then the system should generate a dialogue message asking the user: "Are you sure you want to close the case?" with "Yes" and" No "button.

5.3.6If the user has NOT entered the exit reasons and exit date fields then the system should generate a pop-up box which should display a message that informs the user that Exit reasons and Exit date fields are mandatory if the case has to be closed.

6

The system should display "Ask Ginny for help" section at the bottom of the page.

Move to the correct location [10?]

7

The system should display a delete record button.


8




9

The system should display 'Save and Continue' button should allow the user to save all the details and proceed to next tab. ( Services)

The save and continue button should not be visible on this page. State this clearly as it is part of every other page.


N/A remove

10


cms_05 requirement doc

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