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Storyboard 
This panel is where Phyllis would create her new trip. First she would enter her starting and ending date using the standard calendar widget pop-up. She would also choose a time from the dropdown menu, whose default option is "anytime" but also includes options like "early morning", "evening" and then specific hours.|
She then proceeds to enter all of her planned stops along the way. She can either type the address of the location or easily select saved locations. While she types in the text box, the system will predict which location she wants to input showing her the best matches. After pressing enter, locations will be listed on the side next to a "x" symbol to delete them if needed. 

The system will automatically and in real time draw the optimal route in a google map widget embedded on the site. Moving the mouse over each location will give information about that specific stop such as name of client, address, picture, etc.

Then she will be able to plan a schedule for her meetings using a time bar. The system will show her range of hours for each day`s meetings. She can then select her most appropriate time for each location. The system will automatically and in real time update the available hour range of the remaining meetings, based on the already scheduled ones.

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Approve Trip

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Analyze Trip

 
This interface is where Mary would approve trips for Phyllis and her other direct reports. The scrollpanel on the left of the page (which is consistent with the Plan a Trip tab) shows a queue of all trips that her direct reports have submitted for her approval, including total dollar amount of each trip. Checking a trip will cause the "Total" box in the panel to update with the sumtotal amount she is about to approve. Mary can use the checkboxes to the left of each trip to mark them for batch approval. If she wants to dig into the details of a particular trip, she can click on the trip in the scrollpanel, which will bring up a google map in the left view with outlines for the travel path of the direct report, along with the stops and the type of each stop. The two panels are independent, and the default view on the left will be the trip at the top of the queue. Once Mary has made her choices using the checkboxes, she can press "approve", which will remove those trips from her queue.

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Analyze Trip

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This interface is pretty simple. Basically, Juan logs into the system, and the system recognizes he has the authority to analyze trips. Therefore, he is able to use the regular functionality of the system, and he also has a button at the top (maybe in red) that says "Export All". When Juan presses this button (which is always visible to him), the standard windows explorer dialog box pops up that allows him to save all the information in the system to an .xls or .csv (or whatever) file(s). 
They then do all their analysis offline, and can flag and track followups with managers or whoever via excel.  
This simple interface is derived from our interview with an auditor who said that she did most of her analysis offline in excel.

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