Professional Documents
Culture Documents
1 Revision History
Version Date Description Author
1.4 12th September Use case as pr 12th September 2007 Stig Sperrevik
2007
2 October 2008 Updated 4.15.3 and added supplementary Espen Lodden
information
(Version numbers will from now be in
whole numbers only)
New text is marked in blue.
Functionality that is not yet implemented
is marked in green.
3 3rd – 4th of All occurrences of Emis changed to Teams Espen Lodden
November 2008 SR
New text is marked in blue.
Updated text is marked violet.
Functionality that is not yet implemented
is marked in green.
4 21st November Updated Use case Manage Roles, Manage Espen Lodden
2008 Data Entry, Approve Data Entry, Create Murali Krishna
Credit Data Entry
5 29th November, Updates Use case Manage Property, Murali Krishna
1st, 2nd Manage Resource, Manage Schema, Santosh R
December 2008 Manage Schema form, Manage Resource
form, Manage navigation, Manage Query
builder, Manage Report Designer, Manage
Dash Board, Manage Data Drilling, Manage
Transfer, Manage Export, Manage Import,
Manage Import from XML, Manage Roles,
Manage Options, Manage System
Messages, Manage User task, Manage Data
entry
2 Contents
1 Revision History.............................................................................................................................1
2 Contents........................................................................................................................................2
3 Use Cases.......................................................................................................................................4
3.1 Definition of the Actors..........................................................................................................4
3.2 Overview of the Use Cases.....................................................................................................5
4 Use Cases – Detailed description...................................................................................................6
4.1 Use Case: ”Manage Properties and Resources”......................................................................7
4.1.1 Manage Property............................................................................................................7
4.1.2 Manage Resources..........................................................................................................9
4.2 Use Case: “Manage Unit Systems”.......................................................................................11
4.2.1 Short description of SI...................................................................................................11
4.2.2 Use Case: “Manage System of Unit”.............................................................................13
4.2.3 Use Case: “Manage Quantity”......................................................................................14
4.2.4 Use Case: “Manage Unit”..............................................................................................16
4.3 Use Case: “Manage Schema”................................................................................................18
4.4 Use Case: “Manage Form”....................................................................................................21
4.4.1 Manage Form for Schemas...........................................................................................21
4.4.2 Manage Form for Resources.........................................................................................24
4.4.3 Manage Navigation.......................................................................................................24
4.5 Use Case: “Manage Workflow”............................................................................................24
4.5.1 General Description......................................................................................................24
4.6 Use Case: “Manage User Tasks”...........................................................................................24
4.7 Use Case: “Manage Data Entry”...........................................................................................25
4.7.1 Create Data Entry for Schema.......................................................................................25
4.7.2 Create Data Entry for Resource....................................................................................25
4.7.3 Read Schema Data Entry...............................................................................................26
4.7.4 Read Resource Data Entry............................................................................................26
4.7.5 Update schema Data Entry..........................................................................................26
4.7.6 Update Resource Data Entry.........................................................................................27
4.7.7 Delete Data Entry..........................................................................................................27
4.8 Use Case: “Approve Data Entry”...........................................................................................27
4.8.1 Approve Data Entry......................................................................................................27
4.9 Use Case: “Manage Credit Data Entry”.................................................................................28
4.9.1 Create Credit Data Entry...............................................................................................28
4.10 Use Case: “Run Report”........................................................................................................28
4.11 Use Case: “Manage Forecasting/Budget/Limit/Target”........................................................28
4.11.1 Use Case “Manage Forecasting”...................................................................................28
4.11.2 Use Case “Manage Budget/Limit/Target”.....................................................................29
4.12 Use Case: “Manage Import and Export”...............................................................................29
1.1.1 Manage Export.............................................................................................................29
4.12.2 Manage Import.............................................................................................................31
4.12.3 Manage Transfer...........................................................................................................33
4.13 Use Case: “Manage Reports”................................................................................................34
4.14 Use Case: “Manage Dashboard”...........................................................................................35
4.15 Use Case: “Manage Data Drilling/Graph”.............................................................................37
4.16 Use Case: “Manage Roles and Access Rights”......................................................................38
4.16.1 Manage Operations......................................................................................................38
4.16.2 Manage Tasks...............................................................................................................38
3 Use Cases
3.1 Definition of the Actors
The final users of Teams SR are from very different backgrounds and systems. In order to cover all
problem areas, we use different access rights as Actors (see User Analyses for further discussion).
Actor Definition
Reader This actor can only read information in Teams SR
Contributor This actor can do the same as the Reader, plus enter data into the system.
Creator This actor can do the same as the Contributor, plus creating setup things.
Administrator This actor can do everything possible in Teams SR
The Management Use Case, can be split up in several Use Cases, as shown in this diagram:
The Manage Workflow Use Case will be a part of the Teams SR solution. This Use Case is described in
another document, and will be developed by Teams SRoft.
In the description User and System is used. The User is an actor interacting with the system, and the
System is how the solution should behave and respond.
Extensions:
4a. The Name exists
1. The System gives an error message
2. The System starts again from 4
13a. The User wants to create a Data Type Property
1. The System shows a list of Data Types
2. The User selects a Data Type
1a. The User selected Integer or Decimal
1a. The User indicates a Unit to be added for the Property Range
1. The System displays a list of Units
2. The User selects a Unit
3. The System adds the Unit to the Range
3. The System continues at step 14
7b. The User wants to have a combination of several Resources
1. The System adds a “Blank Node”
2. The System goes to “Create Resource” Use Case, where the Id is already given by the System
(and is not editable)
16a. The User wants to add the newly created Instance Operations to other Roles
1. The System proceeds to Manage Access Rights Use Case, with focus on the Operations
the System just created
Extensions:
5a. The User wants to have a combination of several Resources
1. The System adds a “Blank Node”
2. The System goes to “Create Resource” Use Case, where the Id is already given by the System
(and is not editable)
5b. The User indicate adding Resources to the Range
1. The System shows a list of Resources
2. The User selects a Resource
Repeat from step 1. until finish
5c. The User indicates deleting Resources from the Range
1. The System shows the list of Resources that is the Property’s Range
2. The User selects a Resource
3. The System deletes the Range
5a. The User indicates change the Range from Resources to DataType
1. The System removes all the Resources in the Range
2. The System deletes all “Blank Node” created for this Property
3. The System shows all DataTypes
Extensions:
6a. There are Properties, Resources, Data Entries or Schemas that refer to the Property
1. The System gives message that the Property can not be deleted
2. The operation ends without deleting the Property
Extensions:
3a. The User creates Child Resource for existing Resource.
1. The User selects an existing Resource.
2. The User indicates create Child Resource.
3. The system lists all the inherited Properties to Child Resource.
4. Repeats the steps from 5 to 11.
5a. The Name already exists
1. The System gives an error message, and goes back to step 4.
8a. The User indicate a new Personal or Heritage Property for the Resource
1. The System shows a list of Properties
2. The User Selects a Property
2a. The User creates a new Property
1. The System does the Create Property Use Case
2. The System selects the newly created Property
3. The System gives the Property a target equal to the Range
4. The System shows possible target values for the Property
5. The User specify the Target value for the Property
6. The User indicates which Group to add the Property to (or to create a new Group)
7. The System adds the Poperty to the indicated Group
8. User selects “Required”.
9. User selects “Read only”.
10. User selects Unit as read only.
11. User Sets min Range and Max Range for types ‘Decimal’, ‘Integer’, ‘String’ and ‘Date’.
12. User enters a name for Group Property.
13. User Set 1: n for a property Group.
14. User selects multiple values for a selected property.
15. User creates ‘n’ number of Groups for a Resource.
11a. The User wants to add the newly created Instance Operations to other Roles
1. The System proceeds to Manage Access Rights Use Case, with focus on the Operations
the System just created
Extensions:
Extensions:
5a. The User indicate a new Personal or Heritage Property for the Resource
1. The System shows a list of Properties
2. The User Selects a Property
2a. The User creates a new Property
1. The System does the Create Property Use Case
2. The System selects the newly created Property
3. The System shows a tree of Resources that are the Target for the Property, or specialization of
the Target
4. The User selects the target value for the Property
5. The User indicates which Group to add the Property to (or to create a new Group)
6. The System adds the Poperty to the indicated Group
7. User selects “Required”.
8. User selects “Read only”.
9. User selects Unit as read only.
10. User Sets min Range and Max Range for types ‘Decimal’, ‘Integer’, ‘String’ and ‘Date’.
11. User enters a name for Group Property.
12. User Set 1: n for a property Group.
13. User selects multiple values for a selected property.
14. User creates ‘n’ number of Groups for a Resource.
5b. The User indicates an update of a Personal or Heritage Property for the Resource
1. The System shows a tree of Resources that are the Range of the Property, or specialization of the
Range.
2. The User selects the target value for the Property
5c. The User indicates a delete of a Personal or Heritage Property for the Resource
1. The System deletes the Resource
6a. There are Properties, Data Entries or Schemas that refer to the Resource or a Resource inherited
from the selected Resource
1. The System gives message that the Resource can not be updated
2. The operation ends without changing the Resource
Extensions:
6a. There are Properties, Data Entries or Schemas that refer to the Resource or a Resource inherited
from the selected Resource
1. The System gives message that the Resource can not be deleted
2. The operation ends without changing the Resource
Derived units are units which may be expressed in terms of base units by means of the mathematical
symbols of multiplication and division. Certain derived units have been given special names and
symbols, and these special names and symbols may themselves be used in combination with those
for base and other derived units to express the units of other quantities.
SI derived unit
Name Symbol Expressed in Expressed in terms of
Derived quantity terms of SI base units
other SI
units
area square m2 m*m
meter
volume cubic m3 m*m*m
meter
density, mass density kilogram kg/m3 kg/(m*m*m)
per cubic
metre
force newton N m*kg*s-2
energy, work, quantity of heat joule J N*m m2*kg*s-2
power, radiant flux watt W J/s m2*kg*s-3
electric potential difference, volt V W/A m2*kg*s-3*A-1
electromotive force
There can be several units in one quantity. All units in one particular quantity can be expressed by
any of the other units in the quantity multiplied by a number. E.g. in SI, we have the base quantity
Length, which has the following units (there are more):
And, also in SI, we have density, which has the following units:
Notice that the Base Unit could have a conversion rule to the SI system of Units.
We could also have the following Quantity/Unit Type named Volume, which contains a Derived Unit:
Extensions:
3a. The name already exists
1. The System gives error message and returns to step 3
6a. The User wants to add the newly created Instance Operations to other Roles
1. The System proceeds to Manage Access Rights Use Case, with focus on the Operations
the System just created
Extension:
5a. The User change the name to an already existing System of Unit
1. The System gives an error message, and goes to step 5
5b. The User indicates edit on SI
1. The System gives message that this System of Unit can not be edited
Extensions:
5a. The User indicates delete on SI
1. The System gives message that this System of Unit can not be deleted
5b. There are Properties, Resources, Data Entries and Schemas that refer to Units in the selected
System of Unit
1. The System gives message that this System of Unit can not be deleted
2. The operation ends without deleting the System of Unit
Extensions:
5a. The User selected SI
1. The System gives message that this System of Unit can not be edited
7a. the name already exists for another Quantity under the same System of Unit
1. The System gives an error message and return to step 7.
10a. The User wants to add the newly created Instance Operations to other Roles
The System proceeds to Manage Access Rights Use Case, with focus on the Operations the
System just created
Extensions:
7a. The User selected SI
1. The System gives message that this System of Unit can not be edited
7b. The User gives the Quantity a name that another Quantity belonging to the same System of Unit
has
1. The System gives an error message and starts at 7
Basic Flow:
1. The User indicates a delete of a Quantity
2. The System displays a list of System of Units
3. The User selects a System of Unit
4. The System display a list of Quantities
5. The User selects a Quantity
6. The System shows the details for the Quantity, including Properties, Resources, Data Entries and
Schemas that refer to Units in the selected Quantity
7. The User indicates a delete of the Quantity
8. The System deletes the Quantity
9. The System deletes all the Units belonging to the Quantity
Extensions:
7a. The User selected SI
1. The System gives message that this System of Unit can not be edited
7b. there are Properties, Resources, Data Entries and Schemas that refer to Units in the selected
Quantity
1. The System gives message that the selected Quantity can not be deleted
2. The operation ends without deleting the Quantity
Create Unit
Pre-Condition:
Post-Condition: A Unit was created, and associated with a user-defined Quantity
Basic Flow:
1. The User indicates a create Unit
2. The System shows a list of System of Units
3. The User selects a System of Unit
4. The System shows a list of Quantities
5. The User selects a Quantity
6. The System shows a list of Units
7. The User indicates a new Unit
8. The System displays a “new empty form”
9. The User gives a name
10. The User selects the type of Unit (Basic, Derived or Prefixed)
11. The User gives a symbol to the Unit
12. The System saves the new Unit belonging to the selected Quantity
13. The System creates a new Instance Operation for reading, updating and deleting the Property and
adds them to Tasks and Roles according to parent Property
Extensions:
7a. The User selected SI
1. The System gives message that this System of Unit can not be edited
10a. The User indicates a Base Unit
1. The User enters optionally a conversion rule to the SI system
10b. The User indicates a Derived Unit
1. The User types the relations to a Base Unit, using multiplication and division
10c. The User indicates a Prefixed Unit
1. The User enters an expression in terms of a number multiplied by another Unit in the same
Quantity
13a. The User wants to add the newly created Instance Operations to other Roles
The System proceeds to Manage Access Rights Use Case, with focus on the Operations the System
just created
Read Unit
Pre-Condition:
Post-Condition: A list of Units was shown
Basic Flow:
1. The User indicates a read Unit
2. The System shows a list of System of Units
3. The User selects a System of Unit
4. The System shows a list of Quantities
5. The User selects a Quantity
6. The System shows a list of Units
7. The User selects a Unit
8. The System shows the details for the Unit
Extensions:
Extensions:
9a. The User selected SI
1. The System gives message that this System of Unit can not be edited
10a. The User indicates a Base Unit
1. The User enters optionally a conversion rule to the SI system
10b. The User indicates a Derived Unit
1. The User types the relations to a Base Unit, using multiplication and division
10c. The User indicates a Prefixed Unit
1. The User enters an expression in terms of a number multiplied by another Unit in the same
Quantity
Extensions:
9a. The User selected SI
1. The System gives message that this System of Unit can not be edited
9b. there are Properties, Resources, Data Entries or Schemas that refer to the Unit
1. The System gives message that the selected Unit can not be deleted
2. The operation ends without deleting the Unit
14. User can Copy and Paste the existing schema as parent/child.
14.1 The User indicates copy Schema.
14.2 The system copies the schema.
14.3 The User indicates Paste Schema.
14.4 The systems paste the Schema.
14.5 The System creates a new Instance Operation for creating, reading, updating and
deleting the Schema and adds them to Roles.
Extensions:
5a. The Name already exists.
1. The System gives an error message, and goes back to step 5.
5b. The User wants to create a new Schema from an existing Schema
1. The User indicates which Schema to make a new one from
2. The System creates a new Schema, containing all groups of the schema built from that are
marked as “Heritage”
5c. The User indicates that this is a “virtual” Schema
1. The System marks the Schema as “virtual”.
9a. the user wants a new or existing group to be heritage
1a. the user indicates that the group is heritage
1. The system sets the group as heritage and copies the group to all children of the schema.
9b. The User wants to handle Constraints
1a. The User indicates a Target of DataType for which to create a constraint
1. The User enters the Constraint details
1a. The User indicates a Precision (Input Format) Constraint
1. The User enters a Input Format using a standard (decided by developers)
1b. The User indicates a Restriction Constraint
1. The User enters a Restriction, possibly using reference to other Targets
associated with the Schema, or associated with an Export, or a
WebService (etc.), expressed with a standard (decided by developer).
[Repeat step 1 until finished] – The Restriction Constraints will be ‘anded’ together
2. The User enters conditions for when this constraint is to be enforced (IF)
1b. The User indicate a Target not of DataType for which to create constraint on
1. The User enters a filter criteria, possibly using reference to other Targets associated with
the Schema, Export, or WebService (etc.), expressed with a standard (decided by
developer)
2. The User enters conditions for when this constraint is to be enforced (IF)
1c. The User indicate to delete a Constraint
1. The System deletes the Constraint
1d. The User indicate an update of a Constraint
1. The System treats this as if a delete and create was done
1e. User selects” Required”.
1f. User selects “Read only”.
1g. User can select Unit as read only.
1h. User Sets min Range and Max Range for types ‘Decimal’, ‘Integer’, ‘String’ and ‘Date’.
1i. User enters a name for Group Property.
1j. User creates ‘n’ number of Groups.
9c. The User wants to handle Reference
1a. The User indicates to create a new Reference
1. The User enters a reference to a Target within the Schema, to an Export, or to a
WebService.
2. The User enters conditions for when this constraint is to be enforced (IF)
3. The System sets the Property to be treated as ReadOnly for Data Entries
9d. The User wants to edit Calculation Workflow
1a. the user adds an activity to the calculation workflow
1. The system displays the activity in the calculation workflow
2. The user specifies the name and formula for the activity
1b. the user indicates delete on an activity in the calculation workflow
1. The system shows the updated workflow
1c. the user indicates move on an activity in the calculation workflow
1. The system shows the updated workflow
1d. the user indicates update on an activity in the calculation workflow
1. The user specifies the new name or formula for the activity
9e. User creates “Table Group”
1. User selects “New Table Group” form from schema designer.
2. User enters a name for table group.
3. User adds “Row header”.
3.1 User selects a Resource from resource list.
3.2 User selects a property.
3.3 User filter and Target a resource from “Table filter” table.
3.4 User adds ‘n’ of Row header Levels.
3.5 User selects “Editable” and “Visible” options.
4. User creates “Table Columns”.
4.1 User selects property for table columns.
4.2 User selects ‘n’ number of table columns.
4.3 User selects data for the columns.
4.4 User selects “Editable” and “Visible”.
5. User saves the Table group by clicking OK.
6. The system saves the Table group.
13a. The User wants to add the newly created Instance Operations to other Roles
2. The System proceeds to Manage Access Rights Use Case, with focus on the Operations
the System just created
Extensions
3-4a. The User Activates the Look For functionality
1. The User type a text to look for (this might be extended later to be regular expression)
2. The System shows all Schemas that matches the text. The Search will be similar as to SPARQL
(but needs to be user-friendly)
3-4a. The User wants to set some Access Rights for the Schema
1. The System continues to Use Case Manage Access Rights
Extension
10a. the schema refers to a form that has data entries
1. The system indicates that the schema cannot be updated
6a. The User wants to handle Constraints
1a. The User indicates a Target of DataType for which to create a constraint
1. The User enters the Constraint details
1a. The User indicates a Precision (Input Format) Constraint
1. The User enters a Input Format using a standard (decided by developers)
1b. The User indicates a Restriction Constraint
1. The User enters a Restriction, possibly using reference to other Targets
associated with the Schema, or associated with an Export, or a WebService
(etc.), expressed with a standard (decided by developer).
[Repeat step 1 until finished] – The Restriction Constraints will be ‘anded’ together
2. The User enters conditions for when this constraint is to be enforced (IF)
1b. The User indicate a Target not of DataType for which to create constraint on
1. The user indicates required or read only as constraints
1c. The User indicate to delete a Constraint
1. The System deletes the Constraint
1d. The User indicate an update of a Constraint
1. The System treats this as if a delete and create was done
6b. The User wants to handle Reference
1a. The User indicates to create a new Reference
1. The User enters a reference to a Target within the Schema, to an Export, or to a
WebService.
2. The User enters conditions for when this constraint is to be enforced (IF)
3. The System sets the component to read-only
6c. User wants to handle validations
1. User selects “Read only”.
2. User can select Unit as read only.
3. User Sets min Range and Max Range for types ‘Decimal’, ‘Integer’, ‘String’ and ‘Date’.
4. User enters a name for Group Property.
5. User creates ‘n’ number of Groups.
8a. The User says not ok to the changes.
1. The Update Schema ends with no changes.
10a: The Schema is used by Forms.
1. The System shows the Forms using the Schema.
1a. The User does not have the appropriate access rights to the Forms.
1. The Update Schema ends without updating.
2. The user indicates which Form to put in a User Task list, to be attended to later.
3. The System creates a new User Task for each of the selected Forms.
4. The Update Schema ends with no updates.
10b. The Schema is referred to by Data Entries.
1a. The User does not have the appropriate access rights to the Data Entries.
1. The Update Schema ends without updating.
Extension
6a: The Schema is used by Forms.
1. The System shows the Forms using the Schema.
1a. The User does not have the appropriate access rights to the Forms
1. The Delete Schema ends without updating
2. The user indicates which Form to put in a User Task list, to be attended to later
3. The System creates a new User Task for each of the selected Forms
4. The Delete Schema ends with no deletion
6b. The Schema is referred to by Data Entries, schema form.
1. The Delete Schema ends without deleting.
Extension:
16a. The User wants to handle Constraints.
1a. The User indicates a component referring to a DataType for which to create a constraint.
1. The User enters the Constraint details.
1a. The User indicates a Precision (Input Format) Constraint.
1. The User enters a Input Format using a standard (decided by developers)
1b. The User indicates a Restriction Constraint.
1. The User enters a Restriction, possibly using reference to other Targets
associated with the Form, or associated with an Export, or a WebService
(etc.), expressed with a standard (decided by developer).
[Repeat step 1 until finished] – The Restriction Constraints will be ‘anded’ together
2. The User enters conditions for when this constraint is to be enforced (IF).
1b. The User indicates a component referring not to a DataType for which to create a
constraint on.
1ba. the user indicates required or read only as constraints.
1bb1. The User enters a filter criteria, possibly using reference to other Targets associated
with the Form, Export, or WebService (etc.), expressed with a standard (decided by
developer).
1bb2. The User enters conditions for when this constraint is to be enforced (IF).
1c. The User indicates to delete a Constraint.
1. The System deletes the Constraint.
1d. The User indicates an update of a Constraint.
1. The System treats this as if a delete and create was done.
1e. User sets the validation for Table Groups like caption, Precision length.
1f. User sets min Range, Max Range, and Font style.
1g, The User enters Caption, Help and Yellow tip.
1h. User selects Label, Image.
1i. User indicates Tab order.
1j. User indicates Value edition for property.
9b. The User wants to handle Formulas.
1a. The User indicates to create a new Formula.
1a. This is not a Property with Target Decimal or Integer, or the Property already has a
Formula
1. The Systems displays an error message, and ends Formula handling
1b. this is a Property with Target Decimal or Integer, and does not have a Formula
1. The User enters a Formula, possibly using reference to other Targets within
the Schema, Export, or WebService (etc.), expressed with a standard
(decided by developer).
2. The System sets the component to read-only
Extensions
3-4a. The User Activates the Look For functionality
1. The User type a text to look for (this might be extended later to be regular expression)
2. The System shows all Forms that match the text. The Search will be done using start of Name
3-4a. The User wants to set some Access Rights for the Form
1. The System continues to Use Case Manage Access Rights
Extensions:
6a. The Schema form has Data Entry.
1. The system can not delete the Schema form.
Form groups decide which period type the end user has to use when creating data entries.
This is set in the administrative tool.
Form groups decide whether data entries created by the end user are allowed to overlap in
time. The overlap is checked towards the overlap property set in form. This is set in the
administrative tool.
Form groups decide whether series of data entries created by the end user are allowed to
have holes. This is checked towards the overlap property set in form. This is set in the
administrative tool.
Extensions:
1. User creates subfolder for a folder to assign resource forms
2. The system lists user created reports in a default Reports folder
3. The system lists all the schema form and resource form under Unassigned forms
4. User selects and moves schema forms to group folders
5. User selects and moves resource forms to user created folders/sub folders
There is no User Tasks in Teams SR, but Teams SR will integrate with other system that has Tasks (e.g.
Outlook). From main Use Cases in Teams SR, we should be able to choose “Create Task”, which will
create and open a new Task in the external system, containing the following:
A Subject reflecting from where the Create Task was chosen
A Text indicating what the User were currently doing
A Link/Shortcut which can, by clicking on it, bring a User back to what the User was doing
when choosing “Create Task”.
Extensions:
Extensions:
6a. The user clicks Back button, the system will not save the form.
Extensions:
4a. The User wants to search for a Data Entry
1. The System gives the User a way of searching for a Data Entry
Extensions:
4a. The User wants to search for a Data Entry
1. The System gives the User a way of searching for a Data Entry
Extensions:
7a. The User indicates calculate.
7. The System shows the result.
7b. User edits the date for schema form.
8a. The system will return to schema form list without saving the form when back button is
Clicked.
Extensions:
6a. Approved data entries cannot be deleted.
6b. if the data entry has references it cannot be deleted.
Extensions:
1. The user creates new schema form for the credit data entry form when user not having
Extensions:
3a. The User selects Report date filter.
3b. The system shows report on selected From date and To date.
5a. The user indicates that the Data Entries participating in the report should be marked.
1. The System marks all the Data Entries participating in the report, with a DateTime stamp, and
the Name for the Report.
2. The mark should have a specific name for future easy retrieval and re-run.
Teams SR
Resources XSD
XSDs XSDs
XSD XSD XSD
XSD XSD
XML
Mappings Mappings
XML
Database
Extensions:
3a. The User selects Export from object.
1. The system gives a choice to Export either Property, Resource, Schema, Unit Systems or Data
entries on form.
2. The User indicates an Export of either Property, Resource, Schema, Unit Systems or Data
entries on form.
3. The user indicates Export.
4. The system shows a Save File dialog, for XML file.
5. The User indicates finish.
6. The system saves Exported XML file.
Extensions:
3a. The User indicates Import from Excel.
1. The System gives the user a choice to import either Properties, Resources, Schemas, Unit
Systems or Data Entries.
2. The User indicates an import of either property, Resource, Schema, Unit System,
Quantity or Unit.
3. The User indicates File name.
4. The system shows a File Open dialog, for XLS files.
5. The User indicates an XLS file to Import from.
6. The User indicates save.
7. The system saves the Import.
8. The System creates a new Instance Operation for reading, updating and deleting the
Import and gives the User these access rights.
7a. The User indicates Resources
1. The System shows a list of Resources
2. The User indicates a Resource that will be the parent to the imported data
7b. The User indicates Data Entries
1. The System shows a list of Teams SR Schema
2. The User indicates a Schema that will be validating the imported data
10a. The User wants to add the newly created Instance Operations to other Roles
1. The System proceeds to Manage Access Rights Use Case, with focus on the Operations
the System just created
9. The System Imports the data, and flags that this is an Import (this is important for Database
Triggers, that will possibly react in a special way for Import)
Extensions:
8a. 000000000000000000000the validation fails
1. The System gives an error message and ends.
There might be a calculation in the mapping of the Transfer. This is similar to doing a mapping in
BizTalk (see picture below).
Extensions:
5a. The User indicates Resources
1. The System shows a list of Resources
2. The User indicates which Resources will be transferred
3. The User indicates a Resource that will be the parent to the transferred Resources
5b. The User indicates Data Entries
1. The System shows a list of Teams SR Schema
2. The User indicates which Schema’s Data Entries will be transferred
3. The User indicates a Schema that will be validating the transferred Data Entries
11a. The User wants to add the newly created Instance Operations to other Roles
1. The System proceeds to Manage Access Rights Use Case, with focus on the Operations
the System just created
5c. The user indicates Schema
1.1 The system shows a list of schemas
1.2 The User indicates from which schema to be transferred
1.3 The user indicates to which schema the data to be transferred
1.4 User does the mapping between the indicated schemas
1.5 User saves the transfer.
1.6 The system saves the transfer.
Extensions:
11a. The User wants to add the newly created Instance Operations to other Roles
1. The System proceeds to Manage Access Rights Use Case, with focus on the Operations the
System just created
Extensions:
4a. Enter existing name.
1. The User enters an existing name.
2. The system shows an error message, name already exists.
3. Repeat step 4.
9a. The User wants to add the newly created Instance Operations to other Roles
9. The System proceeds to Manage Access Rights Use Case, with focus on the
Operations the System just created.
Extensions:
3a. Enter existing name
1. The User enters an existing name
2. The system gives an error message
3. The system control goes back to step 3.
6a. The User selects queries and data fields
1. The user selects Actual query
2. The User selects Actual Query Data field.
3. The User selects Target Query.
4. The User selects Target Query Data field.
5. The user selects Aggregation type either ‘sum’, ‘Avg, ‘min’, ‘max’, or ‘count’ from the list.
6. User enters ‘Green Value’ and ‘Yellow value’.
6.1 The User enters Green Value greater than Yellow Value
6.2 The system shows an error message.
7. The User indicates Apply to Children.
8. The User selects Apply to Children.
9. The system creates values for all the Children.
10. The User saves the Data Drilling.
11. The system creates the Data Drilling.
9a. The User wants to add the newly created Instance Operations to other Roles
1. The System proceeds to Manage Access Rights Use Case, with focus on the Operations the
System just created
Create Resource Instance, Read Resource, Update Resource, and Delete Resource
Create Property Instance, Read Property, Update Property, and Delete Property
Create DataEntry Instance, Read DataEntry, Update DataEntry, and Delete DataEntry
Create Schema Instance, Read Schema, Update Schema, and Delete Schema
Create Form Instance, Read Form, Update Form, and Delete Form
Create Workflow Instance, Read Workflow, Update Workflow, and Delete Workflow
Create Export Instance, Read/Run Export and Update Export.
Create Import Instance, Read/Run Import and Update Import.
Create Transfer Instance, Read/Run Transfer, Update Transfer, and Delete Transfer.
Create Report Instance, Read/Run Report, Update Report, and Delete Report.
Create Data Drilling/Graph Instance, Read Data Drilling/Graph, Update Data Drilling/Graph,
Delete Data Drilling/Graph.
Create System Message Instance, Read System Messages, Update System Messages, and
Delete System Messages.
Create Dashboard Instance, Read Dashboard, Update Dashboard, and Delete Dashboard.
Extensions:
1. User selects ‘View’ and ‘Apply to children’ operations for roles.
2. User selects full rights at once.
3. The system shows gray colour for parent object if partially selected.
Create Manage navigation Instance, View manage navigation, Read Manage navigation,
Update Manage navigation, Delete Manage navigation and Apply to children.
View Approve data entry.
View Make Credit data entry.
Create Query builder Instance, View Query builder, Read Query builder, Update Query
builder, Delete Query builder and Apply to Children.
Create User Instance, View Users, Read Users, Update Users and Delete Users.
Create Roles Instance, view Roles, Read Roles, Update Roles and Delete Roles.
Create User tasks Instance, View User tasks, Read User tasks, Update User tasks and
Delete User tasks.
Create Import from XML Instance, View Import from XML, Read Import from XML,
Update Import from XML and Delete Import from XML.
Create Unit Systems Instance, View Unit Systems, Read Unit Systems, Update Unit
Systems, Delete Unit Systems and Apply to Children Unit Systems.
Create System Documentation Instance, View System documentation, Read System
documentation, Update System documentation, Delete System documentation and
Apply to Children System documentation
Create System Documentation reports Instance, View System documentation reports,
Read System documentation reports, Update System documentation reports, Delete
System documentation reports and Apply to Children System documentation reports
Create Manage options Instance, View Manage options, Read Manage options, Update
Manage options and Delete Manage options
Create Change history, View Change history, Read Change history, Update Change history
and Delete Change history
Read Operations
Pre-Condition:
Post-Condition:
Basic Flow:
Extensions:
5a. Another Task has the same name
1. The System give an error message, and return to step 5
5b. The User wants to add Operations to the Task
1. The System shows all Operations not already belonging to Task
2. The User selects an Operation
3. The System adds the Operation to the Task
[Repeat from step 1 until finish]
5c. The User wants to add other Tasks to the Task
1. The System shows all Tasks
2. The User selects a Task
3. The System adds the Task to the Task
[Repeat from step 1 until finish]
Extensions:
5a. Another Task has the same name
1. The System give an error message, and return to step 5
5b. The User wants to add Operations to the Task
1. The System shows all Operations not already belonging to Task
2. The User selects an Operation
3. The System adds the Operation to the Task
[Repeat from step 1 until finish]
5c. The User wants to add other Tasks to the Task
1. The System shows all Tasks
2. The User selects a Task
3. The System adds the Task to the Task
[Repeat from step 1 until finish]
5d. The User wants to delete Operations from the Task
1. The System shows all the Operations belonging to the Task
2. The User Selects an Operation
3. The System deletes the Operation from the Task
[Repeat from step 1 until finish]
5e. The User wants to delete a Task from the Task
1. The System shows all the Tasks belonging to the Task
2. The User selects a Task
3. The System deletes the Task form the Task
Extensions:
5a. Another Role has the same name
1. The System give an error message, and return to step 4
Basic Flow:
1. The User indicates update Role
2. The System lists all Roles
3. The User selects a Role
4. The System shows all details for the Role
5. The User edits the Role
6. The System Saves the edited Role
Extensions:
5a. Another Role has the same name
1. The System give an error message, and return to step 5
4.16.3.4
There are six permissions that can be set for each object or operation:
1. View
This is a weaker access right than read. It indicates that the user is allowed to see the name
of the resource. But she/he is not allowed to see the contents of the object. This means that
the resource can be shown in lists and trees, but the user will not be allowed to show the edit
forms for the object.
User is not allowed to select the object in lookups.
For data entries it indicates that the user is allowed to see the data entry list, but not the
contents of the data entry.
2. Create
This indicates that the user is allowed to create new objects of this type. If the object is
located in a tree, it means that the user is allowed to make new children to this object (not
siblings)
3. Read
Indicates that the user is allowed to view the object’s name and the contents of the object in
the object editor. (The read access right implicitly implies view rights)
For data entries it means that the user is allowed to see both the data entry list and the data
entry itself.
4. Update
Indicates that the user is allowed to view the objects name and contents as well as edit them
5. Delete
Indicates that the user is allowed to delete the object
6. Select
Indicates that the user is allowed to select the object in lookups.
Resources
1. The resource will be shown in lookup trees in data entry, and the user is not allowed to select
the resource from a lookup tree.
2. The user is not allowed to open the resource in the Resource editor.
3. The user may not create any resource forms for the resource as this will expose the contents
of the resource.
Properties
1. The property can be shown and used in schema and resource editor, but the user can not
open the property in the property editor
Schema
1. Schema forms may not be created for the schema
2. If the user has access rights to create data entries for forms for this schema, this is not
affected by the view access right for the schema itself.
3. User is allowed to create data entries for the schema.
Schema forms
1. The form can not be opened in the form designer and will be displayed in the form list in
schema forms. It will not be displayed in the manage navigation.
2. “View” access right on forms does not affect whether users are allowed to create data
entries for the form, this is controlled by the “Data entry for form” access right
Resource forms
1. The form can not be opened in the form designer and will not be displayed in the form lists in
resource forms. It will not be displayed in the manage navigation.
2. “View” access right on resource form does not affect whether users will be allowed to create
resources with the form. This is controlled by the “Data entry for resource” access right
Manage navigation
1. The user is allowed to see the navigation node in the windows client and the web client.
2. If the node contains a form, the user cannot see the data entry list for the form unless
he/she has “View” access right on the data entry for the form.
3. If the node contains a report, the user cannot run the report unless she/he has “Read”
access right on the report too.
Resources
4. The user is allowed to read the resource in the resource editor. This includes expanding
groups to see the contents of these.
Properties
1. The user is allowed to read the property in the resource editor. If the user is hovering over
the domain or range of the property and the selection is a resource, the whole path of the
resource should be displayed in yellow tip.
Schema
1. The user is allowed to read the schema in the schema editor. This includes expanding groups
and table groups and reading formulas in the calculation workflow.
Schema forms
1. The user is allowed to display a schema form in the form editor.
Resource forms
1. The user is allowed to display a resource form in the form editor.
Manage navigation
1. The user is allowed to see the navigation node in the windows client and the web client.
2. If the navigation node contains a form, the user is allowed to see the data entry list if he/she
has view access on data entry for the form.
3. If the navigation node contains a form, the user is not allowed to open data entries on the
form unless she/he has “Read” access to the data entries on the form too.
4. If the node contains a report, the user cannot run the report unless she/he has “Read” access
right on the report too.
Resources
1. The user is allowed to create resources as children of the given resource in the windows
client and in the web client
2. The “Create” access right needs to be set for the top level for the user to be allowed to
create new independent resources both in web and in the windows client.
Properties
1. The user is allowed to create properties
Schema
1. The user is allowed to create schema as children of the given schema.
2. The “Create” access right needs to be set for the top level for the user to be allowed to
create new independent schemas.
Schema forms
1. The user is allowed to create schema forms, if the user has read access for the selected
schema.
Resource forms
1. The user is allowed to create resource forms, if the user has read access for the selected
resource.
Manage navigation
1. The user is allowed to create new navigation nodes under the node with “Create” access
right
2. If the “Create” access right is assigned to the top level node (“Manage navigation”) the user
is allowed to create new top level nodes
3. The user is allowed to add forms and reports to the node if the node is of a type that accepts
this
Properties
1. The user is allowed to delete the property if it is not referenced.
Schema
1. The user is allowed to delete schema if there are no data entries on the schema
Schema forms
1. The user is allowed to delete schema forms if they don’t have data entries
Resource forms
1. The user is allowed to delete resource forms (can even be done if the form has been used to
create resources and the resources still exist)
Manage navigation
1. The user is allowed to delete the navigation node, if there are no references.
2. This access right does not affect whether the user is allowed to delete data entries.
If the user clicks on the “View” box for a node, the same selection is applied to all nodes below this
node. Parent nodes of a selected node will get a gray checked checkbox indicating that the node is
partially selected (I.e.: All the children are not selected, as in certain windows installers)
If the user clicks on the “View” box for a node, the selection is not applied to all nodes below this
node. Parent nodes of a selected node will get a gray checked checkbox indicating that the node is
partially selected (I.e.: All the children are not selected, as in certain windows installers).if the user
wants to apply the selection to all its children he use apply to children button.
The user can select one or more or all access rights, and once the selection is done (and the
dropdown is closed) the selection is applied to all children too.
The user can select one or more or all access rights, and these will not be applied to the children if he
wants to apply to the children he will click apply to child button located in separate column.
If the user selects at least one of the access rights in the dropdown, the “View” access right is also
automatically applied.
The purpose of this Use Case is to document the structure of the system rather than to document the
actual Data Entry values. This can be seen as an extension of the general reporting concept. The user
should be able to perform the following tasks:
- For a Schema:
Document Resources, properties and equations (text formula).
Document Calculations as an image from the graphical modelling tool.
Document the History.
Document which Data Entry Forms are referring to this Schema
Extensions:
4a. Name already exists
1. The User enters existing name.
2. The system shows an error message that name already exists.
3. Repeat the step 4.
Extensions:
2a. The Query refers to Data Drilling, Reports.
1. The system indicates that the Query cannot be updated.
Extensions:
6a. The Query builder refer to Data Drilling, Report
1. The system indicates that Query can not be deleted.
Extensions:
4a. Enter existing name
The User enters existing name.
The system gives an error message, name is already exists.
Repeat step 4.
General Extensions:
1. The user can user ‘ctrl N’ to create parent object and ‘ctrl M’ to create child object.
2. The User can selects decimal separator from the system control panel for both win client
(admin) and data entry.
3. The User can select different languages strings from the status bar for the win client
(admin).
4. The User can select different languages from the internet options for the data entry.