Conceptual Design - Individual License Management

Transcription

1 The Conceptual Design document begins the process of formalizing the design for the tasks that were defined as part of the UX Brief. Information contained in the Conceptual Design document includes terminology, taskflows for each defined task, and a list of pages, both existing and new, that will need to be modified or developed. Project Description The e-builder License Management Roadmap Project will develop functionality to allow certain e-builder customers to purchase, renew, and manage their licenses directly through the e-builder application. Terminology Individual License - A type of license that is granted by an owner or other e-builder client to an individual user who must pay for the license. Individually Licensed User - The term used to describe the user of an individual license Contract License - The traditional, owner-purchased user license that grants a user access to the owner's account. Contract Licensed User - Term used to describe the user of a contract license. e-builder Accounting Department - Generic term used to describe the internal e- Builder users who will be performing some tasks around billing and billing-issue resolution within the new feature. Purchase a license - Term used for the transaction when an individually licensed user first pays for their individual license. Renew license - Term used for the transaction when an individually licensed user pays to extend the term of their individual license. License History - Collective term used for any and all actions that affect the individual license of an individually licensed user. These actions include purchasing a license, renewing a license, transferring a license, voiding a license, or modifying the license details. Void license - When a user's individual license is made inactive permanently. Andrew Sutton 1 of 7

2 Taskflows for each task Conceptual Design - Taskflows take each task from the UX Brief and expand upon them, documenting the individual cognitive steps a user must take to complete each task. e-builder Account Administrator Tasks The following taskflows represent the work that will be done by e-builder Account Administrators within the License Management feature. Adding an Individually Licensed User (Existing today, but with slight adjustments) (1-2) (up and down, infrequent, but will spike when a new project is ramping up) 1. Add user as done today. 2. New step in adding user: Define user license type. 3. Send notification. (can be a separate step) View License History 1. Setup > Admin Tools > Users > Manage Users 2. Click to open user 3. View license history on license history tab at bottom of page Report on License History Answering these questions: How many subvendor license users do we have? Who are my individual license users? Others? Subcontractor, Architect/Engineer Consultant Tasks The following taskflows represent the work that will be done by Individually Licensed Users within the License Management feature. Purchase a License 1. Receive notification ( notification to subcontractor/vendor) 2. Log in (No Pages Impacted) 3. Change password (change password page) 4. Review license information and agree to terms. (Welcome page) 5. Review license agreement details (optional) 6. Enter payment details. 7. View confirmation message. Andrew Sutton 2 of 7

3 8. Enter Personal Info. 9. Go to Home page Renew License 1. User logs in 2. User receives about to expire notice or expired notice 3. Review license information and agree to terms. 4. Review license agreement details (optional) 5. Enter payment details. (Payment Details Page) 6. View confirmation message. (Payment Confirmation Page) 7. Go to Home page Review History (License History?) Once per year 1. Log in 2. Go to Setup 3. Click Personal Information > My Profile (let's try license info at the bottom of the My Profile page. If that does not work, we'll try a new License History page. 4. View License history e-builder Accounting Department Tasks The following taskflows represent the work that will be done by e-builder Accounting Department within the License Management feature. View/Edit License Information (void license, modify license expiration date, add a license -- rare), 1. Go to setup 2. Go to Administration Tools > Users > Manage Licenses 3. Select license to view/edit. 4. Make changes 5. Save Switch Licensed User 1. Go to setup 2. Go to Administration Tools > Users > Manage Licenses 3. Select license to transfer. 4. Enter transfer info 5. Save Andrew Sutton 3 of 7

4 Report on Individual License History Answering these questions: What licenses are about to expire? What amount of money is about to come in from renewals? Are my systems reconciled? Run License Reports Across Accounts Answering these questions: Page Design The Page Design section of the Conceptual Design document defines: Existing pages that will be impacted by design and the fields that need to be added or removed New pages that will need to be created and the fields that will be on them. Existing Pages Impacted Add User page License Type - New field Expiration Date field (Read only for individual licensed users. Displays expiration date for individual licensed user only after user completes purchase) User Details page License Type - New field Expiration Date field (Read only for individual licensed users. Displays expiration date for individual licensed user only after user completes purchase) License history tab o Data Grid Date Type Amount Internal Admin System Manage Licenses page (tentative) o Action buttons associated with Users grid (visible to e-builder Accounting Department users only) Void Edit (to change expiration date) Andrew Sutton 4 of 7

5 Transfer License (would trigger the new Transfer License modal window) Edit User page License Type Expiration Date field (Read only for individual licensed users. Displays expiration date for individual licensed user only after user completes purchase) notification to user. Addition of payment requirement to message (or creation of new message) for Individually Licensed Users Account agreement page - when logging in for the first time Change Password Page Please Update Contact Information Page - Message only e-builder Privacy Policy Page - Member Profile page Description New Pages to be created Welcome page Welcome message License Summary Information (all read-only) o Account name the name of the account that the license will be associated to. o License Cost the cost of the license the user is purchasing. This is pulled from the license cost account attribute. o License Term (date fields) the start and end dates of the license term, which is always 12 months. o Terms and Conditions Acceptance (checkbox) the user will have to click this in order to proceed. License Agreement Terms (popup?) Andrew Sutton 5 of 7

6 License Detail text Payment Details page Card or e-check information: o Card number o Expiration date o Card security code Customer information: o First Name o Last name o Company name o Purchase Order Number Billing Address o Address o City o State o ZIP code o Phone Payment Confirmation page Confirmation of purchase (message) Purchase confirmation number Payment Details summary License about to expire message Message Link to update license Link to continue login into e-builder License expired message Message Link to update license Transfer License (modal window) (Internal Admin site) Transfer license to (user lookup field) OK button Cancel button Andrew Sutton 6 of 7

7 Transfer confirmation message Close button Outstanding Questions Transaction history for just individual licensed users? ebuilder updates the user record automatically Andrew Sutton 7 of 7