Table of Contents
Version Control
Version | Date | Description | Author |
V0.0 | dd/mm/yyyy | Draft | <name> |
V1.0 | Final | ||
New version due to Maintenance <name> / Project <name> Release: <Jira # - short description> | |||
Reference Documents
Description | Document Link |
Data Model (draw.io) | |
Process Flow (draw.io) | |
Definitions
Abbreviation | Definition |
CRM | Customer Relationship Management |
Functional Process – <Name of process>
Business Goals
<to describe the goals that the process wants to achieve, some examples for reference: harmize Opportunity reporting cross solvay, have a clear view on the opportunity pipeline and forecast>
Process Flow
<to describe Functional Process description by Actors, so the business rules and expected system behaviour, also need to include the process flow >
<Instructions for functionals to build a Flow (these instructions should be deleted after the page is published:
step 1: Go to google drive and download the template.drawio
step 2: build the flow using draw.io - Go to google drive and add the add on
Step 3: build the flow, please see the example below for reference
Step 4: make sure it is stored in the google drive folder, https://drive.google.com/drive/folders/1dQz9HfEYZsHwZRRpl8k23QuYjNY85Vou>
Step 5: On the flow created, go to File File > embed > IFrame > push Create button > copy the code generated
Step 6: on your confluence page edit the HTML component below and replace the code >
Use Cases
<To describe the separate actions that each type of profile can do, this is to allow the security to be set up at object (CRUD) and feature level (Use case) use same process as decribed in the previous paragraf to build the flow>
Use Cases & Actors Diagram
Data Model
<Susana to complete with the guidelines>
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