User Stories

Welcome to our user stories

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User Stories

Login

As a user, I want to be able to navigate to a sign-up form.

When I click the “sign-up” tab.

So that I can registered my organisation's interest in joining the administering organisation's system.

Login

As a user, I want my password to be obscured by default.

When I enter my password into the login form.

So that I feel confident my data is secure.

Login

As a user, I want to reveal my input of the password field.

When I click the eye icon in the password field.

So that I can confirm I've typed it correctly.

Login

As a user, I want to be prompted if I miss a required field.

When I try to submit the form without filling in all required fields.

So that I understand why my form submission was unsuccessful.

Login

As a user, I want to receive advice for logging in.

When I submit incorrect login details.

So that I understand that the credentials I entered were incorrect.

Login

As a user, I want to access my account.

When I enter my correct email and password, then click “Sign In”.

So that I can gain access to use the system.

Login

As a user, I want to be able to navigate to a password reset form.

When I click the “Forgot password?” link.

So that I can request a new password if I already have an account.

Sign-up

As a user, I want to be able to navigate to a login page.

When I arrive at the sign-up page.

So that I can log into the system as an existing user.

Sign-up

As a user, I want to select select the purpose of how my organisation intends to use the system.

When I am completing the sign-up form.

So that the administering organisation is informed of how my organisation intends to use their system and evaluate my request.

Sign-up

As a user, I want to be aware of the character limit of the service offer field.

When I type into the service offer field.

So that I can consider the level of details and stay within the 500-character limit.

Sign-up

As a user, I want to be able to access and acknowledge the privacy policy.

When I tick a checkbox during sign-up.

So that I understand the rules and responsibilities of using the system.

Sign-up

As a user, I want to be notified if I leave required fields empty.

When I try to submit the form without completing all required fields.

So that I know what needs to be filled in before I can submit the form.

Sign-up

As a user, I want to register my organisation on the system, pending approval.

When I fill out the sign-up form with the required fields.

So that data entry isn't required to be duplicated after approval.

Sign-up

As a user, I want to send a notification to the system administrators via in-app messages.

When I submit a sign-up request to the system.

So that the my sign-up request can be reviewed.

Sign-up

As a user, I want to receive a success message.

When I submit the form with all fields valid.

So that I can confirm my request will be received by the administering organisation.

Dashboard

As a user, I want to see statistics about my organisation’s workflow in a dashboard that’s simple to navigate.

When I login or click ‘Dashboard’ in the left-hand menu

So that I can make better decisions and ensure I don't fall behind on administrative duties.

Header

As a user, I want to view my user profile details and access permission level in the header.

When I am logged into my account on the system.

So that I can confirm which login details I am using.

Header

As a user, I want to log out from my workspace.

When I click the logout icon in the top right-hand corner

So that I can control access to my account from users who may have access to my device/browser.

Messages

As a user, Bulk Mail Item.

When I need to communicate with a large section of my network

So that I can communicate quickly and effectively

Messages

As a user, Inbox Display Items.

When I view my inbox

So that I can quickly navigate to the item I need.

Messages

As a user, Approve New Users.

When I receive a new request

So that it's easy for me to stay on top of these submissions.

Messages

As a user, Select Organisation.

When I click ‘New Message’

So that I can be sure i'm connecting with the right people.

Messages

As a user, Mailbox Categories.

When I click on the ‘Inbox’ menu item

So that I can access all types of inbox correspondence.

Messages

As a user, New User Requests.

When I have a request from a member of my organisation to join Viitata

So that I can approve or deny the request.

Messages

As a user, New Referral Request.

When I check my inbox

So that new status referrals can be actioned immediately.

Messages

As a user, Search Inbox.

When I need to find something important or specific

So that i'm able to work efficiently.

Messages

As a user, Send a Message.

When I need to contact an organisation or colleague in my network

So that i can communicate effectively.

Messages

As a user, Accept Referrals.

When I log in to my inbox

So that I can take action to resolve the referral.

Clients

As a user, Search Clients.

When I view the list of client names

So that I can access their details quickly and efficiently.

Settings

As a user, I want users to be automatically logged out from their accounts.

When I leave my session inactive for more than X minutes (defined by the administering organisation in the system settings).

So that my account remains secure.

Users

As a user, I want to add new users to my organisation.

When I click the ‘Add User’ button

So that I can manually create user profiles without needing a request to be submitted and approved.

Users

As a user, I want to filter the list of users in my organisation.

When I click the ‘Filters’ button

So that I can find groups of users associated with different Organisations and statuses.

Users

As a user, I want to view all users that are awaiting approval in a separate list view.

When I navigate the ‘Users’ section

So that I can quickly and easily approve or deny their request.

Users

As a user, I want to see which users are active and inactive in separate list views.

When I navigate the ‘Users’ section

So that I can see the current status of users easily.

Users

As a user, I want to see user type, active status, created date and last login.

When I view the ‘Users’ section

So that I can monitor the status of my Organisation's users

Users

As a user, I want to see all the users registered to my organisation in one list.

When I click ‘Users’ in the settings section

So that I can manage permissions and access effectively.

Settings

As a user, I want to add specific changes to each type of field response criteria.

When I click ‘Add New’ on the configuration menu

So that each response type can be configured independently of other configurable fields.

Settings

As a user, I want to view all of my personalised settings.

When I Click ‘Configuration’ in the left hand settings menu

So that I can review and administer all of the settings created for my Organisation.

Settings

As a user, I want to archive settings that I no longer need.

When I select the three dots next to a configured setting in the list items menu

So that I can maintain a clear list of usable configured settings relevant to my organisation.

Settings

As a user, I want to configure the statuses and response types for a number of questions.

When I Click ‘Configuration’ in the left-hand menu

So that the unique requirements of my Organisation can be reflected within the systems standardised features.

Settings

As a user, I want to edit the terminology used by my organisation on the system.

When I access the ‘Terminology’ settings

So that my profile can reflect the language used by my Organisation.

Settings

As a user, I want to automate my workflow.

When I access ‘Automation’ in the settings menu

So that I can personalise some of my organisations data preferences and optimise the referral process.

Settings

As a user, I want to add organisation details, integrations and client info.

When I access the general settings section

So that Users can access this information about my Organisation.

Settings

As a user, I want to access a range of tools to personalise my profile.

When I click ‘Settings’ in the left-hand menu

So that I can fine tune my preferences and tailor my organisation profile to suit my requirements.

Reports

As a user, I want to view reports on various statistics from my user account.

When I select ‘Reports’ in the left-hand menu

So that I can understand more about my key data points and work smarter.

Staff

As a user, I want to collect contact details, role and position.

When I click ‘Add Staff’ and add staff member details

So that I can keep a record of details for each team member attached to each organisation.

Staff

As a user, I want to add staff profiles to organisations.

When I view an organisation profile

So that I can view a record of the people who work for each organisation.

Add Organisation

As a user, I want to see the organisation profile that’s been created.

When I have completed the ‘Add Organisation’ journey

So that I can confirm all of the details and view the profile stored in the system.

Add Organisation

As a user, I want to add the details of the social media profiles used by an organisation.

When I complete the ‘Add Organisation’ journey

So that i can access these profiles easily from a central resource and administer these details thereafter.

Add Organisation

As a user, I want to add the contact information and website URL for a new organisation.

When I complete the ‘Add Organisation’ journey

So that I can keep a record of these details against the organisation profile.

Add Organisation

As a user, I want to add the name, address and capacity of the new organisation.

When I click the ‘Add Organisation’ button

So that the Organisation can be stored and located easily.

Add Organisation

As a user, I want to be able to add new organisations to my network.

When I click the ‘Add Organisation’ button in the ‘Organisations’ section

So that all of my network contacts for referrals can be added to a centralised database.

Organisations

As a user, I want to toggle between list and grid view.

When I view the list of Organisations

So that I can fine tune my search requirements to personal preference.

Organisations

As a user, I want to be able to search and filter all organisations in my network.

When I view the Organisations section

So that I can find the organisation I need quickly.

Organisations

As a user, I want to see a list of all the organisations in my network.

When I navigate to the Organisations section in the left-hand menu

So that I can view and administer this list efficiently.

Referrals

As a user, I want to be able to search and filter my referrals.

When I view the list of received or sent referrals

So that I can find the details I require quickly and easily.

Referrals

As a user, I want to view all sent and received referrals.

When I navigate the left hand menu

So that all of my referrals are visible in one place

Create Referral

As a user, I want to be taken to the sent referrals section.

When I complete and submit the referral

So that I can access the data and confirm it has populated in the correct section.

Create Referral

As a user, I want to see a summary of the referral details provided.

When I am about to complete the create referral process

So that I can be sure that the information provided is accurate before submitting.

Create Referral

As a user, I want to fill out a configurable questionnaire containing relevant questions related to the specific issues provided.

When I create a referral

So that the details captured are relevant to the client profile in question.

Create Referral

As a user, I want to see recommended organisations based on the previously selected issues.

When I create a referral

So that the receiving organisations list is ordered by prioroty and shows good matches at the top.

Create Referral

As a user, I want to select which organisations I want to refer my client to.

When I create a referral

So that they can be matched to the appropriate service.

Create Referral

As a user, I want to add the sending organisation, issues and timeframe.

When I create a new referral

So that the details of my client can be appropriately mapped in the system.

Create Referral

As a user, I want to confirm appropriate methods of contact.

When I create the referral

So that I know that i'm using the correct contact type to reach my client.

Create Referral

As a user, I want to record that the client has given consent.

When I create the referral

So that I remain compliant with data protection.

Create Referral

As a user, I want to record name and date of birth.

When I create a new referral

So that this information is stored for use in future referrals.

Clients

As a user, Interact with Client Details.

When I click the three dots icon

So that I can keep the client database up to date.

Clients

As a user, Create Referral.

When I click the ‘Add Referral’ button

So that I can view client details and create a referral in one space.

Clients

As a user, Filter Clients.

When I click the ‘filters’ button

So that long lists of clients in the database can be sorted easily.

Forgot Password

As a user, I want to recover access if I forget my password.

When I click the “Forgot password?” link

So that I can reset my password and log in.

Contact Support

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