User flow monitoring dashboard
Problem Statement: Design a feature or a system to manage and track the B2B and B2C customer workflows for a medical sample testing and reporting platform.
This is an assignment based on hypothetical assumptions and data.
Objective, Assumptions and Outcome
Objective:
Track and monitor in - progress orders.
Track customers in process.
Assumptions:
Customer flow status is updated on a different web app and updated status data is available from an API.
Outcome:
Insight on customer order status for support.
Track the active orders across the platform.
User Story
Module
Order status manager
Purpose
Web app to track customer order status for a medical test product.
Scope (What is included in this story)
Data table which includes details about consumer and order status.
Filters for finding orders and creating reports.
Ability to export CSV and generate order status reports based on filters.
Search box for searching orders.
Engineering Effort
T-shirt size L
Functional Requirements
Click on tab to see the requirement details of respective module
Columns and respective details
Check box -- To select single/multiple/all user records
Order ID (int) -- To search and track order IDs
Customer type (string) -- Signifies whether the customer is B2B or B2C
Date of Purchase (date) -- Date of when the order was placed by the customer
Consignment Status (string) -- Signifies current status of the sample and reports
Order Status (string) -- Signifies whether order is completed or not
Timeline Status (string) -- Signifies whether or not the sample process is on time or delayed
Customer Details (string) -- Includes details of Customer like full name, contact and address
Value details for respective columns
Customer type values:
partner -- B2B customer type
consumer -- B2C customer type
Consignment Status values:
Product Purchased
Medical kit dispatched to customer
Medical kit delivered to customer
Medical kit collected from customer
Medical kit received in lab
Data received
Reports generated
Reports Emailed
Customized reports emailed
Consultation scheduled
Consultation Completed
Order Status values:
Initiated
In process
Completed
Timeline Status values:
On time
Delayed by x days
Customer details (separate columns for each listed detail)
Full Name
Email
Phone Number
Address
Pagination
15 results per page
Pagination buttons (Prev, Next) to be utilized
Number of Records
At the top of the Data Table, user can see the number of records present in the system
Mockup of page (unfiltered state)
A modal will open when user clicks on Filter button where he can add filters
Dropdown (single select) Type Filters
Customer type
Consignment Status
Order Status
Timeline Status
Order Date filter
Ability to filter orders based on exact order date or a range of order dates
Multiple filters can be added in the filter box
Multiple filters can be used together to find records matching all (AND) the filters or any (OR) of the filters
Export CSV button
Selected records can be exported and downloaded as CSV
Purpose: To generate reports and get downloadable -data
Search Box
Text based search for finding order records
Acceptance Criteria
When this story is complete, a platform admin can ...
... search and filter orders
... create CSV reports of orders based on status, date range etc
... find customer details for contact
Please make sure all accessibility guidelines are followed.
Future Enhancements
Ability to select records and send email via platform
Dashboard charts showing visual progress of on-going orders
Feature to save custom filters which can be applied on one click
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