The GIS | Testing Phase part 1

The Testing Phase Understand how to test GIS and provide proper feedback

Welcome to THE Testing Phase!

Thank you for BETA testing this early release of the Global Information System. We look forward to receiving your feedback as we continue to develop it over the coming weeks, ready for IC2014.

A few things to bear in mind: • This is an early preview release, intended to gather your feedback. We still have lots to do in terms of finalising the user interface and experience.

• Use the GIS on a laptop or computer for now, and avoiding phones or tablets • Please don’t add any personal or confidential information to the GIS until August • Please don’t add any information you don’t want to loose. We may delete or amend data you insert into the GIS pre-launch at any time.

• The platform may be intermittently slow or down during development, and you may encounter bugs.

The testing phase is so important for AIESEC as this is where we get detailed feedback from you on the exact functionality, features, look, feel and words used in the system. We need your help to tell us how to make the system better! ! !

This phase will run until IC Taiwan.

5 Simple steps to test GIS 1. !

Register to the system

2. !

Log in to the system

3.!

Do specific actions which are specified in this user guide

4.!

Give feedback after each action! (even when you like everything)

5.!

Come back to test the system and check if you like the changes

Register and Log in Register:

https://auth.aiesec.org/users/sign_up

Log in:

https://auth.aiesec.org/users/sign_in

How to give feedback?

How to give feedback?

STEP ONE !

Creating, editing and
 viewing people Give feedback about People CRM app

Create a person

https://gis.aiesec.org/#/people/new

Identify how users use the create/edit screens; any inefficiencies; anything that could be added or simplified. Aim = quick, accurate opportunity creation

View list of people

https://gis.aiesec.org/#/people

Identify any information missing / design / layout changes to the list of people view screen

Browse People, Find all Members, EPs, specific people, group of people https://gis.aiesec.org/#/people

Identify pros and cons of the CRM view for people, any filters, sorting, e.t.c. that users may want on this screen.

Aim = quickly finding people

Share people
 with another member
 https://gis.aiesec.org/#/people

Identify pros and cons of CRM sharing functionalities

View specific person

https://gis.aiesec.org/#/people/1240

Identify any information missing / design / layout changes to the specific person view screen

Create an internal
 message on the person view https:// gis.aiesec.org/#/people/1240

Identify the type of messages users can send and if it’s ease to use as internal communication

Edit and save person

https://gis.aiesec.org/#/people/1240/edit

Identify how easily and quickly users can edit and save people

Allow another member
 to edit people

https://gis.aiesec.org/#/people/1240/edit

Identify any issues with the people permissions editor and item permissions model

STEP TWO !

Creating, editing and
 viewing opportunities Give feedback about Opportunities CRM app

Create an opportunity

https://gis.aiesec.org/#/opportunities/new

Identify how users use the create/edit screens; any inefficiencies; anything that could be added or simplified. Aim = quick, accurate opportunity creation

View list of Opportunities https://gis.aiesec.org/#/opportunities

Identify any information missing / design / layout changes to the list of opportunities view screen

View the Opportunity

https://gis.aiesec.org/#/opportunities/692

Identify any information missing / design / layout changes to the opportunity view screen

Create an internal
 message on the opportunity https:// gis.aiesec.org/#/opportunities/692

Identify the type of messages users can send and if it is ease to use as internal communication

Edit and save opportunity

https://gis.aiesec.org/#/opportunities/692/edit

Identify how easily and quickly users can edit and save opportunities

Allow another member
 to edit your opportunity

https://gis.aiesec.org/#/opportunities/692/edit

Identify any issues with the profile permissions editor and item permissions model

STEP THREE !

Creating, editing and
 viewing companies Give feedback about Companies CRM app

Create an company

https://gis.aiesec.org/#/companies/new

Ensure users can quickly and easily create companies.

Identify any information / data they may want.

View list of Companies https://gis.aiesec.org/#/companies

Identify pros and cons of the CRM view for companies, any filters, sorting, e.t.c. that users may want on this screen.

View the Company

https://gis.aiesec.org/#/companies/779

Identify any information missing / design / layout changes to the companies profiles; including data which users would like to see on this screen

Create an internal
 message on the company https:// gis.aiesec.org/#/companies/779

Identify the type of messages users can send and if it is ease to use as internal communication

Edit and save company

https://gis.aiesec.org/#/companies/779/edit

Identify how easily and quickly users can edit and save companies

Add Branches
 to company

https://gis.aiesec.org/#/opportunities/692/edit

Identify any issues with the company branch editor

The Testing Phase NEXT GUIDE RELEASED NEXT WEEK