Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Storyboard

Storyboard 
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 On the top she will see her managed budget and her current balance.

Below is a queue of all trips that her direct reports have submitted for her approval, including dates, name of trips and total dollar amount of each trip. Checking She can immediately approve or reject 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.

Visibility

Learnability

Efficiency

Errors

Image Removed

Visibility

Learnability

Efficiency

with the buttons on the right of each trip. She can also select several trips with the checkboxes on the left and approve or reject selected trips with the buttons in the bottom.

Pressing on the name of a trip will give Mary detail information about that trip.

Visibility

Learnability

Efficiency

Errors

Image Added

The detail screen will show the name of the trip, the starting and ending date of the trip, the travelers name, the map of the route and a cost breakdown.

She will be able to see each section of the trip with its date, locations and cost. At the end she will see the total cost and will have the choice of going back, approve or reject the trip.

 

 

 

  Errors

Analyze Trip

Storyboard
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.

Visibility

Learnability

Efficiency

Errors

...