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

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Functional Requirements

‌Click on tab to see the requirement details of respective module

Data Table

Columns and respective details

1. Check box -- To select single/multiple/all user records

2. Order ID (int) -- To search and track order IDs

3. Customer type (string) -- Signifies whether the customer is B2B or B2C

4. Date of Purchase (date) -- Date of when the order was placed by the customer

5. Consignment Status (string) -- Signifies current status of the sample and reports

6. Order Status (string) -- Signifies whether order is completed or not

7. Timeline Status (string) -- Signifies whether or not the sample process is on time or delayed

8. 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)

Filters

• 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 and Search box

• 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