follett higher education group coursetracks workflows...

Follett Higher Education GroupCourseTracks WorkflowsVersion 10October 15, 2004

©2004 Avenue A | Razorfish. | Proprietary and ConfidentialThis document may not be shared with any party other thanFollett Higher Education Group without express written permission.

Follett Higher Education GroupCourseTracks Workflows

CourseTracks Workflow:

©2004 Avenue A | Razorfish. | Proprietary and ConfidentialThis document may not be shared with any party other than

Follett Higher Education Group without express written permission.October 15, 2004 | Version 10

Work Flow KeySingle Screen

Single Screenwith Error(s)

Multiple Screens

Multiple Screenswith Error(s)

Process(Details shown elsewhere)

Printed Information

CT Local Process(Local DB/Backend)

Human Process

CT Central Process(MMS, Win Dss, Lawson)

Logic Point

Workflow PageMaster (Page 1 of 2) 3

Master ( of 2) 4

Planning - Add/Edit Term Attributes 5

Planning - Add/Edit Cal-Eval Dates 6

Planning - Add/Edit Campus Dates 7

Planning - Import All (Course/Adoption, Instructor, Budget) 8

Planning - Create/Manage Campaign 9

Adoptions - Process eDoptions 10

Adoptions - Add/Edit Adoptions 11

Adoptions - Copy Adoption 12

Ordering - Create/Maintain Want List 13

Ordering - Create/Maintain Purchase Order 14

Buyback - Buy Books 15

Buyback - Edit/Print Buyback 16

Buyback - Import Buyback Data 17

Dispositions - Vendor Return 18

Dispositions - Store Stock Shipment 19

Dispositions - Interstore Transfer 20

Maintenance - Course 21

Maintenance - Item 22

Maintenance - Vendor 23

Maintenance - Bulk Import Data 24

Maintenance - Return Flow 25

Organizer - Email 26

Organizer - Contacts 27

Organizer - Notes 28

Organizer - Alerts 29

Organizer - Calendar 30

Organizer - Tasks 31

Organizer - Activity Log 32

Reports - Reporting Analysis & Data Analytics 33

Reports - Course Status and Title Shelf Tags 34

2







Multiple Screens



Printed Information


Human Process


Logic Point

Master (Page 1 of 2)

LoginLogic

Sequence1

Dashboard

TDM Clicks“Submit” Pass

Continues

Planning

Add/EditTerm

Attributes

Add/Edit CalEval Dates

Add/EditCampusDates

Planning Reports

Import(Courses,

Instructors,Budget)

Orders Buyback DispositionsAdoptions

Add/EditAdoptions

ProcesseDoptions

CopyAdoptions

(Section)

Copy TermAdoptions

Want Lists

CreateStandardWant List

CreateTitle Specific

Want List

Maintain/Cycle Want

Lists

PurchaseOrders

CreateStandard PO

Create TitleSpecific PO

Maintain PO

Edit Title, Course

Edit Title, Course

Edit Title, Course

Edit Title, Course

Buy Books

Edit/PrintBuyback

Transactions

VendorReturns

Store StockShipment

InterstoreTransfer

Primary TopNavigation CourseTracks

Search 1. Course2. Instructor3. Title4. Vendor5. Want List Number6. PO Number

Search Categories

Campaigns

Adoption Reports Ordering Reports

Want List Reports PO Reports

Title/SKUMaintenance

CourseMaintenance

VendorMaintenance

LoginProcess

Fail

1) Determine users access level, termand store.

2) Generate all report data for thedashboard modules.

3) Load organizer statuses.

Logic Sequence 1:

Buyback Reports Disposition Reports

Goal Setting

3







Multiple Screens



Printed Information


Human Process


Logic Point

BottomNavigationElements

Master (Page 2 of 2)

Continues

Organizer Reports

1. Planning2. Adoption3. Want List4. Purchase Orders5. Receiving6. Shelf Tags7. Inventory8. Buyback9. Disposition

Report Categories

Help

CourseTracks

Instore

ProductSupport

Maintenance

Store UsersPreferences

StoreContact Info

& Hours

Set PricingFactors

Maintain PO/Invoice

Messaging

Set BuybackFactors

CourseTracks

KnowledgeCenter

BestPractices

Policies &Procedures

Training &Development

DocumentsForms

Associate &Manager

TrainingSchedule

CreateAccount

ManageAccount

All Reports

CourseStatus Cards

Title ShelfTags

Analytics

Logout /ApplicationLock Out

Email

Contacts

Notes

Alerts

Calendar

TaskManager

Activity Log

4







Multiple Screens



Printed Information


Human Process


Logic Point

Planning - Add/Edit Term Attributes

1.120 Set Active Store Term, Yeardefaults1.170 Set Term Description Defaults2.220 Set Term Defaults4.160 Confirm Term*

*conditions set for calendar

Related Use Cases

Assumptions: User has logged into system, store has been verified, TomTracks data has been successfully converted.Term options (Spring, Summer, Fall, Winter) will be available (as selections) .Year options (2004, 2005, 2006, etc.) will be available (as selections).Term Budget has been entered/imported.Academic year will be set-up in March

Academic Year

Calendar

Import

Reports

PlanningMain

DisplayNumber,Term,Year, andallattributes

ValidateForm Data

Fail

User EditsForm

Pass

User double-clicksdesired AcademicYear in order toedit attributes

SpecificYear Detail

User clicks onAcademic Year to

Add

Term Activityincludes class startdate, sales start/

end dates,buyback start/end

dates

Add Calendar

Term Activity

Attributes

DetailAdd Calendar

Form

User selects AddCalendar Tab to

define newAcedemic Year.

User names t(1/4, 2/4, etc.)

Element prioritization to come from Jill. - roughfollows:Class Start date,, Sales Start/End dates ,Buy/back Start/End dates

Form Elements

ValidateForm Data

User EditsForm Pass

ConfirmationCalendar Set-up

Prompt

Once Term is set ,associated

Calendar eventscan now be set

Fail

Step 1 of 3

NOTE: Buyback start date is the actualstore date for Buyback event. Buybacktechnically starts once 1st Adoption isentered.

5







Multiple Screens



Printed Information


Human Process


Logic Point

Planning - Add/Edit Cal-Eval Dates

1.230 Generate Term Calendar1.231 View Term Calendar1.240 Set Term Calendar1.241 Edit Term Calendar12.010 Print Course Materials Checklistsinto single planning tool12.030 Create Monthly/Weekly/DailyCalendar

Related Use Cases

Assumptions: User has logged into system, store has been verified, TomTracks data has been successfully converted.Term options (Spring, Summer, Fall, Winter) will be available (as selections) .Year options (2004, 2005, 2006, etc.) will be available (as selections).Term Budget has been entered/imported.Term has been set-up (step one complete)

Academic Year

Calendar

Import

Reports

PlanningMain

Displanysall Clandarspecificdata

ValidateForm Data

Fail

User EditsForm

Pass

User double-clicksdesired Calendarin order to edit

attributes

SpecificCalendar

Detail

User selectsTab to Add new

Calendar elements

Add StoreDates

Add CampusDates

Reports

CalendarDetail

User selects AddStore Dates and

Selects AcademicYear

LogicSequence

1

No

Has desired termbeen set-up withclass start date.

Logic Sequence 1:

Yes

Error: TermClass Strart

Missing

Add/EditAcademic Year

Calendar DetailForm (Store

Dates)

LogicSequence

2

System populateslines 1-11 of CalEval. (reference CalEval, Rush, Buybackchecklists)

User Validatesprepopulated dates

Adds/Edits Buybackstart/end dates

Logic Sequence 2:

No

User validatesprepopulated dates

Manual Match w/Checklist data

ValidateForm Data Pass Confirmation

Store Dates

Once Store Datesconfirmed User

can Add/EditCampus Dates

Fail

User EditsForm

Prefilled fieldsinclude Cal . Evaldate lines 1-11Term,Number/ID,Year ,Class Start date,,Sales Start/Enddates ,Buy/back Start/Enddates

Add Rush Start Date

Form Elements

Step 2 of 3

6







Multiple Screens



Printed Information


Human Process


Logic Point

Planning - Add/Edit Campus Dates

Assumptions: User has logged into system, store has been verified, TomTracks data has been successfully converted.Term options (Spring, Summer, Fall, Winter) will be available (as selections) .Year options (2004, 2005, 2006, etc.) will be available (as selections).Term Budget has been entered/imported.Term has been set-upStore Dates have been verifed and Rush Start Date has been entered

Academic Year

Calendar

Import

Reports

PlanningMain

Displanysall Clandarspecificdata

ValidateForm Data

Fail

User EditsForm

Pass

User double-clicksdesired Calendarin order to edit

attributes

SpecificCalendar

Detail

User selectsTab to Add new

Calendar elements

Add Store Dates

Add CampusDates

Reports

CalendarDetail

User selects AddStore Dates and

Selects Term/Year

Import fromeStore

LogicSequence

1

No

Has desired termbeen set-up withclass start date.

Logic Sequence 1:

Yes

Error: TermClass Strart

Missing

Add/Edit Store

Calendar DetailForm (Campus

Dates)

LogicSequence

2

System populateslines 1-11 of CalEval. (reference CalEval, Rush, Buybackchecklists)

User Validatesprepopulated dates

Adds/Edits Buybackstart/end dates

Logic Sequence 2:

No



ValidateForm Data Pass Confirmation

Campus Dates Calendar now set

Fail

User EditsForm

Dorm Open DatesFinancial Aid OpenPell Grants arriveCurrent /NewStudent Registration

Additional prompts?

Form Elements

Add/Edit Term

Step 3 of 3

NOTE: eStoreimport needs to bereviewed anddefined

1.230 Generate Term Calendar1.231 View Term Calendar1.240 Set Term Calendar1.241 Edit Term Calendar12.010 Print Course Materials Checklists into single planning tool12.030 Create Monthly/Weekly/Daily Calendar

Related Use Cases

7







Multiple Screens



Printed Information


Human Process


Logic Point

Planning - Import All (Course/Adoption, Instructor, Budget)

Map to FileDialog

PreviewImported Data

LogicSequence

1

1) If the file is foundthen pass.

2) If the file isreadable, then pass.

Logic Sequence 1:

Import Error

Pass

Fail

LogicSequence

3

User Clicks“Submit”

1) Check for existingcourses, and updateinformation. Sendnotification of changeto store manager.

2) Check forcancelled courses,send cancelledcourse notification tostore manager.

3) Save course andinstructor data to thedatabase.

Logic Sequence 3:

Confirmation(display any alerts)

AdoptionDetail - Add

Title Tab

Academic Year

Calendar

Import

Reports

PlanningDetail -

Import Tab

PlanningDetail

User clicks onImport Tab

Course(Adoption)

Instructor

Budget

User clicks“Load ...”

(Course/Adoption,Instructor, Budget,

etc.)

Assumptions: User has logged into system, store has been verified, TomTracks data has been successfully converted.Budget exists in standard format for importCourse/Adoption and Instructor file formats are available from CampusTerm options (Spring, Summer, Fall, Winter) will be available (as selections) .Year options (2004, 2005, 2006, etc.) will be available (as selections).

LogicSequence

2

System presents filedata.Text Managerreviews data.

Logic Sequence 2:

No



Pass

2.010 Import Adoptions2.020 Import Courses2.460 Import Actual Enrollment

Related Use Cases

8







Multiple Screens



Printed Information


Human Process


Logic Point

Planning - Create/Manage Campaign

9.020 Send edoption request9.110 Print adoption request forms11.280 Campaign Management2.080 Generate adoption cover letter2.090 Generate adption reminder letter2.110 Generate faculty problem notification2.120 Generate adoption receipt aknowledgement

Associated Use Cases

Sell-ThroughCampaign Main

ValidateForm Data

Fail

User Clicks“Submit”

Preview aMerged

Campaign LetterPass

User clicks “Edit Parameters”

LogicSequence

1

1) Send e-mail toinstructors2) Update Databaseto indicate when e-mail was sent, andreference to the formletter used.3) Collect campaignstatistics

Logic Sequence 1:

User Clicks“Send”

Confirmation(Display any errors

that occurred)

Screen will have status on current term campaign (e.g., who is late).Screen will also have features to allow user to continue termcampaign.Select Form Letter and ParametersForm selection includes: coverletter, reminder letter, faculty problem notification

Select Form Letter and Parameters

AdoptionsMain

User Clicks“TermAdoptionCampaign”

CampaignsMain

Term AdoptionsCampaign Main

GeneralCampaign Main

PlanningMain

User Clicks“Sell ThroughCampaign”

Users selectsa campaigntype

User Clicks“Campaign”

Planning

PrintedLetters

9







Multiple Screens



Printed Information


Human Process


Logic Point

Adoptions - Process eDoptions

LogicSequence

1

LogicSequence

2

LogicSequence

3

Build the list of neweDoption requestssubmitted viaeFollett. Are thereeDoptions Pending?

Logic Sequence 1:

No

Error: NoeDoptions

No

Search Results -w/edoptions

PendingYes User Selects

an eDoption

Are any courses/sections for thecurrent term?

Logic Sequence 2:

Match the eDoptionto a correspondingcourse/section forthe term. Is there amatching record?

Logic Sequence 3:

Yes

Error: NoCourses for

Term

Add Course

No

Manual Match w/Search &Results

Adoption DetailYes

User Selects aCourse/Section

2.010 Import Adoptions


Change status from new edoptionto either in progress or confirmed.

Add Course

AdoptionsMain

User Clicks“ManageNew edoptions” orother edoption links(i.e., dashboard,sidebar, adoptionpages)

ChangeStatus Activity LogActivity Log

10







Multiple Screens



Printed Information


Human Process


Logic Point

Adoptions - Add/Edit Adoptions

2.070 Export edoptions to eFollett2.180 Delete title2.212 Search course and section2.280 Add QTC decision2.290 Add title recommendation2.340 View titlehistory/term activity2.440 Set multiple EBB quantities9.210 Search/view course information2_50 Title history2.550 Course related supplies11.550 Add comments9.100 Enter actual enrollment figures


Adoption Main Search Results/Search Again

ValidateForm Data

Displaycourse,title, EBB,and QTCdecisionmakinginfo.

ValidateForm Data

Fail

User Clicks“Add to Adoption”

or "Update Adoption"

Pass

Search criteria is adirect match orsearch results aredisplayed and thenthe user selects itemor searchs again.

Logic Sequence 2:

Display alltitlesassociatedwith theadoption.

User double-clickson a search result

row aftersearching for

desired criteria

All items within anadoption must bedeleted before adelete option will bedisplayed.

Logic Sequence 1:

Search criteria:Division, Course #,Section #, CourseName, Instr Last

Name, DateRange

Results filteredbased on one ormore selectedsearch criteria.

User double-clickson an adopted titlefrom the AdoptedItems tab in orderto edit title info.

AdoptionDetail -

Adoption Summary

AdoptionTitle Detail -

BD Tab

AdoptionDetail -Add Item

LogicSequence

2

User Clicks“Cancel” or

"Update Adoption"

If user clicks Cancel, they are directed back totheAdoption Main screen wiht no saved changes. Ifuser click Update Adoption, they are directed back tothe Adoption Main screen with saved changes.

CourseMaintenance

Remove Titlefrom AdoptionConfirmation

User Clicks“Confirm” or

"Cancel"

CourseMaintenance

Term Campaign

Sell ThroughCampaign

Direct Match

Activity Log(when

confirmed)

AdoptionDetail -

Notes

AdoptionDetail -

Correspondence

AdoptionDetail -

Activity Log

Activity Log

Add Title search criteria:ISBN, Author, Title

User clicks on AddTitle Tab

Organizer NotesMain

Organizer EmailPopup

Organizer ALPopup

AdoptionDetail - Notes

Add/Edit/Delete

Activity LogTimestamp &Adoption Ref.

History Tab -No History

Search

History Tab -No History

SearchResults

System does nothave a history forthe selected title.

Offers user tosearch for related

titles.

If user clicks on aresult, they shouldstay in the historytab but now see

history info for thenewly selected

title.

11







Multiple Screens



Printed Information


Human Process


Logic Point

Adoptions - Copy Adoption

2.370 Copy AdoptionA.2.0.0 Copy Adoption From Prior Term


AdoptionDetail

Adoption CopySection FormUser Clicks "Copy

Adoption"

User Clicks"Cancel"

ValidateForm Confirmation

User Clicks "CopyTitles"

Fail

Pass

Enter sections and select titles to copy. All other activitiesdescribed within use case 2.370 will/should be handled viacourse maintenance screens?

Add Course

AdoptionMain

AdoptionCopy Term

FormUser Clicks "Copy

Term Adoption"

User Clicks"Cancel"

ValidateForm ConfirmationUser Clicks "Copy

Titles"

Fail

Pass

Activity Log

Activity Log

12







Multiple Screens



Printed Information


Human Process


Logic Point

Ordering - Create/Maintain Want List

OrderingMain

WL Main(Search Results)

Step 1Standard

WL Criteria

Step 2Standard

WL Transmit

Step 1Title WLCriteria

Step 1 TitleWL withResults

Step 2Title WLTransmit

Step 2Title WLTransmit

ValidateFormTDM Clicks

“Create WL”

Fail

Pass ValidateFormTDM Clicks

”Transmit”

Fail

TDM Clicks“Search”

ValidateForm

Fail

TDM Clicks“Create WL” Pass Validate

FormTDM Clicks”Transmit”

Fail

TDM Clicks “Add More”

TDM ClickedCreate

Standard WL

TDM ClickedCreate TitleSpecific WL

LogicSequence

1

VerifyRemove

Item

TDM Clicks“No”

TDM selects anditem to remove

Pass

Pass

TDM Clicks “New . . .”

1) Determine the WL Type2) Get Transmission History.3) Get all Titles in WL & OrderStatus.4) Determine what is editable.

Logic Sequence 1:

Step 2Standard

WL Transmit

TDM ClickedMaintainWant List

ValidateForm

Fail

TDM ChangesTransmission Typeor Cycles the WL

TDM Clicks “Add More”

Enter WLConfirmation

ValidateForm

ValidateForm

TDM ChangesTransmission Typeor Cycles the WL

Fail

TransmitHistory Detail

Pop-up

TDM Clicks“Enter

Confirmation”

TDM DoubleClicks a Title

TMD selects a cyclingoption in step one. Thecycling options are: SearchOnce, Auto Cycling, andSingle Transmission.

Note:

Reports

TMD Clicks“Search”


ExecuteSearch

Fail

Pass

Pass

UpdateDatabase

Activity LogUpdate CT

Central/MMSPass

WL Main

UpdateDatabase

Activity Log

Confirmation

Dashboard

Prior Process

View/Edit Vendor

View/Edit Vendor TDM Clicks “Yes”Remove Item

Submit Datato MMS & CT

Central

Return Flow

BatchTransmission

BatchTransmission

13







Multiple Screens



Printed Information


Human Process


Logic Point

Ordering - Create/Maintain Purchase Order

PO Detail ValidateForm

TDM Selectsan Item Edit PO Line Verify DeleteDelete?Pass Yes

Print

Errors

TDM Clicks“Save/Update”

TDM ConfirmsDelete

TDM Cancels Delete

ValidateForm

Errors

TDM Clicks“Create”

ValidateForm

Errors

Pass TDM Clicks“Transmit”

PrintTDM Clicks“Add More”

ValidateForm

Errors

TDM Clicks “Create”

ValidateForm

Errors

Pass TDM Clicks“Transmit”

Print

Pass

Step 1:Create/Search -Search Results

Pre-Paywith checkRequired

No

Yes

ProcessCheck

Request

OrderingMain

Reports Step 1:Create - Select

Criteria

Step 2:Select Delivery

Type & Transmit

Step 2:Select Delivery

Type & Transmit

Associated Use Cases4.260 Pre-pay Purchase Order4.310 Transmit PO4.310 Edit Purchase Order4.370 Edit PO Based on POA4.420 Acknowledge Transmission4.490 POs Under Minimums

4.101 Print EDI POA4.103 Print POA4.200 Set Shipping Instructions4.230 Create PO - General4.231 Create PO - Vendor4.232 Create PO - Title Specific

TDM Clicks“Maintain PO” afterreceiving a System

Alert or Confirmation

TDM ClicksCreate New

General PO Run

TDM ClicksCreate NewTitle Specific

PO

TDM Selectsa PO to Edit/

Maintain

ErrorMessage

Fail

Pre-Paywith

P-CardNo

ProcessP-Card

Yes

PassErrorMessage Fail

Pass

ErrorMessage

Fail

TDM Clicks “New . . .”

No

View/Edit Vendor

PO Main(Search Results)



Detail TransmitHistory Pop-up

View/Edit Vendor

View/Edit Vendor

View/Edit Vendor

ExecuteSearch

Step 1 will collect thedelivery type, and thatwill determine thetransmit options aredisplayed in Step 2.

Note

Update POStatus

Activity Log

Update POStatus

Pass

Pass

ErrorMessageFail

Confirmationw/ POsStatus

Dashboard

Prior Process


Central

Return Flow

BatchTransmission

BatchTransmission

14







Multiple Screens



Printed Information


Human Process


Logic Point

Buyback - Buy Books

BuybackMain

Book ListA

(ID, First, Last)

BuybackReceipt

Price OverridePassword

Pop-up

DetermineUser Type

LogicSequence

1

AlternatePricesPop-up

Was a new priceselected? If yesadjust the price. If nokeep the same price.

Logic Sequence 1:

Manager Selectsan Item and enters

Override PriceKey Combination

ValidatePassword

Admin isCurrent User

Book Buyer isCurrent User

User ClicksEnterFail

Pass

Admin Selects a Price

Book BuyerLogin

ValidateU/P

Book BuyerEnters Application

Pass

TDM Clicks“Buy Books” No Match

Match: DisplayCode

Book ListB

(No Items on List)

Book ListC

(1+ Items on List)User Clicks “Submit”

AutomaticallySent info to

Printer

AutomaticallyBegin newBuyback

Fail

Search BadList

ProcessBuyback

Activity Log

ExecuteSearch

User ClicksSearch

SingleMatch?

No

SearchResultsPop-up

LogicSequence

2

Nothing Selected.No Books on List.

Was an item selected, and is there more than one item onthe buyback list?

If yes, display Book List C.

If no, and the user does not select a book, and there ismore than one book on the book list then display Book ListC.

If no, and there are no items on the book list, then displayBook List B.

Logic Sequence 2:

An Item isSelected

User ClicksSearch

Activity Log

15







Multiple Screens



Printed Information


Human Process


Logic Point

Buyback - Edit/Print Buyback

BuybackMain


TDM Selectsa Transaction

EditTransactionLine Item

SearchResults


ValidateForm

TDM Clicks “Update” Fail

TDM DoubleClicks and Item

to Edit

BuybackTransactionSummary

ValidateForm

TDM Clicks“Update”

Fail

PassBuyback

Main(W/Confirmation)

Pass

ErrorMessage

Fail

Pass

ErrorMessage

Fail

TransactionSummary

TransactionSummary

Buyback Main

UpdateDatabase

Activity Log

Print

UpdateDatabase

Activity Log

Pass

ExecuteSearch

16







Multiple Screens



Printed Information


Human Process


Logic Point

Buyback - Import Buyback Data

BuybackMain

TDM Clicks“Import”

Map to FileDialog

ValidFormat?

TDM Clicks“OK”

ErrorMessage

Fail

PreviewRecords

Buyback Main

Pass ProcessData


ErrorMessage

Fail

ImportConfirmationPass

Buyback Main

Buyback Main

Buyback Main

17







Multiple Screens



Printed Information


Human Process


Logic Point

Dispositions - Vendor Return

8.010 Ability for Home Office to Issue Return Directives8.020 System Recommends Return Vendor8.030 Finalize Store Stock Shipment8.040 Prepare Chargeback (Return Document)8.050 Prepare Return Requests8.060 Prepare Store Stock Shipment8.070 Process Interstore Transfer8.080 Process and Transmit Inventory In Place8.090 Process Inventory Adjustments8.100 Set Inventory In Place Program Parameters8.110 Transmit Interstore TransferDetail to Inventory Accounting8.130 Print Interstore Transfer8.180 Transmit Returns Notice or Advance Shipment to Vendors8.190 Transmit-Re-Transmit Chargeback Detail to Accounts Payable8.200 Transmit-Re-Transmit Permission Requests8.210 View-Maintain Chargeback8.220 View Print-Reprint Outstanding Permission Requests8.300 Automatic Creation of Return Requests8.350 Automatic RTV10.190 Track Returns Information by Publisher or Title10.220 GenerateAutomated Communication to Text Managers Based on

Aging Returns Expirations and Future Adoption Needs10.230 Create 'Pick and Ship' Documents10.280 Populate and Use Wholesaler Invoices10.300 List Actual Cost of Items Being Returned11.190 Print Suggested Titles to Return Report


DispositionsMain

VendorReturn Work

List

PrepareReturn

Requests

DoesVendorRequireReturn

Request?

CanVendorreturn

requestsvia EDI?

PrintedRequests

ConfReceived?

ChargebackMain

PrintedChargeback

HasConfirmatio

n TimedOut?

Systemsends alert

to TM

Fax to Vendor

Yes

NoYes

No

Yes No

No

Yes

Ship Books toVendor

Can vendoraccept

ReturnsNotice or

ASN?

YesPrepare

ChargebackForm

View/Maintain

Chargeback

ConfirmValidate

In ProcessReturns/

Return Status

User Clicks “SendAgain/Retransmit”

IIP? IIPChargeback

PrepareChargeback

Form

View/Maintain

Chargeback

Validate ConfirmYes

No

Note - IIPChargebackscreen may be thesame as regularCB.

ALERT -RETURN

DIRECTIVEOR EXPIRING

INVOICES

UpdateReturnDetail

User Clicks “SendAgain/Retransmit”

EDIConfiramtionfrom MMS

Send EDItransmission

to vendorthrough MMS

Print List

Shows requeststhat are in processor ready forChargeback.

Re-transmit

Can selecttransmit toAP

Transmit Returns orASN

ReduceInventory Transmit to

Accounts PayableMMS

MMS

CT Central

Select parameters: listby vendor, by all or aspecific vendor.

Add/Edit List

18







Multiple Screens



Printed Information


Human Process


Logic Point

Dispositions - Store Stock Shipment




DispositionsMain

Store StockShipment

ListPrinted

Packing Lists

Send Items toRiver Grove

Non-returnable

Stock WorklistReport

One screen that displays the non-returnable stock worklist and thestore stock shipment list. Theconcept is to have a split screenallowing the user to drag and dropitems from the worklist to theshipment list.

User inputsparameters and runsnon-returnable stockworklist report

User Clicks“Finalize StoreStock Shipment”

Inventory IsReduced

TransmitChargebackDetails to AP

Activity Log MMS or CTCentral?

MMS

19







Multiple Screens



Printed Information


Human Process


Logic Point

Dispositions - Interstore Transfer




DispositionsMain

InterstoreTransfer

Main

Confirmation Printed ISTValidate

Enter #s andMark TransferAs ReceivedRequest

Detail

ReceivedRequests

MyRequest(s)/

StatusValidate

Pass

Fail

RequestDetail

User selectsbooks, QTY andstores andClicks “Send.”Includes TitleExchange

Approve/Reject

If approved, goto send books

User selects arequest

Adoption Main

Pack ShipNotificationis sent tosender

Confirm

User enters booknumber, author/titleor ISBN, error code& adjust quantitiesof new or usedbooks to be putback into inventory

User can viewthe status of arequest as wellas update therequest oncethe books havebeen received.

Validate ConfirmReturn ErrorAdjustments

Pass

Fail

Notify OtherStore/CTCentral -Inventory

Acctg.

Validate

Fail

Pass UpdateInventory

Send ARequest

Send Books- CreatePick List

PrintInventory

Accounting

Activity Log

Activity Log

Activity Log

WinDSS

PrintedRequest

Walk printedrequest toWinDSS forprocessingwhen approvinga request

CT CentralIncomingRequest

Confirmation

Inventory ControlMMS

Note - The workflow forReturn Error Adjustmentsis only if CT is handlingpart of this process. IfWinDSS handles thisprocess, then there wouldnot be any workflow from aCourseTracks Standpoint.

Note - Decisions on Receiving Functionality may alter these workflows.

Notificationis sent tosender

20







Multiple Screens



Printed Information


Human Process


Logic Point

Maintenance - Course

CourseDetail

(read-only)

Add/EditCourse(editable)

LogicSequence

1

TDM clicks a “Maintain Course” or“Add Course” link, or selects

Maintain Course in a right clickcontextual menu.

TDM Clicks“Advanced Search”

from the SearchCourseTracks areain the right book end

TDM Initiates aCourse Search

from the CT rightbook end.


Single Result Returned

TDM Selectsa Vendor

CTAdvanced

Search

Errors

Pass ValidateForm

TDM Clicks“Submit”

Errors

Pass

TDM Clicks“Add Course”

SearchResults


DeleteVendor?

Verify Delete

No

Yes

TDM Cancelled Delete

Validate the selected category and keyword. If matching records arefound display the Search Results screen. If not, then display theAdvanced Search Screen with inline errors.

If a single record is returned, display the Course Detail screen.

Logic Sequence 1:

TDM Clicks“Add Course”

TDM selects “Course Detail”from a right click contextual

menu throughout theapplication.

LogicSequence

2

LogicSequence

2

Based upon the user class - identify what dataelements are editable.

Logic Sequence 2:

Update LocalDB W/StoreSpecific Info

Activity LogNo

Yes

Confirmation

Dashboard

Prior Process

21







Multiple Screens



Printed Information


Human Process


Logic Point

Maintenance - Item

Title Detail Add/EditTitle Form

LogicSequence

1

TDM clicks a “Maintain Item”or selects Maintain Item in aright click contextual menu.



TDM Initiatesa Title Searchfrom the CT

right book end.



TDM Selectsan Item

CTAdvanced

Search

Errors

SearchResults

TDM Clicks“Edit”Pass Validate

FormTDM Clicks

“Submit”

Errors

New Title?

LogicSequence

2


TDM Clicks“Add Title”

LogicSequence

2

Fail

Pass

LogicSequence

2Pass

Fail

TDM Clicks“Add Title”

Yes

Pass

Fail

Match?

No

MatchingTitles Found

Yes

Dashboard


DeleteTitle?Pass No

Verify Delete

Yes

TDM Cancelled Delete TDM VerifiedDelete

2.050 Set Item Attributes2.150 Set Alternate Source Defaults2.180 Delete Title2.250 Set Book Class Defaults2.270 Set Non-Book Title Defaults2.240 Edit Title2.340 View Title History/Term Activity

2.430 Research Electronic Catalogs2.500 Title History1.500 Track Multi-year Adoption Use9.220 Search/View Title Information10.390 Create Single Title Database11.700 SKU Creation10.550 First Assigned Chapters

TDM selects “Item Detail”from a right clickcontextual menuthroughout the

application.

LogicSequence

3

LogicSequence

3

Prior Process


If a single record is returned, display the Item Detail screen.

Logic Sequence 1:

Based upon the user class - identify what dataelements are editable.

Display all title information and numbers,adoptions, related instructors, packageassociations, and historical information.

Logic Sequence 3:

Was a global search performed first? If yes,then pass. If no, then fail.

Logic Sequence 2:

MaintainPackages

MaintainPackages

EmergencySKU?

SearchGlobal

Sources

Create SKUActivity Log

UpdateDatabase

Activity Log

Confirmation

Dashboard

Prior Process


Central

Return Flow

BatchTransmission

BatchTransmission

No

Yes

22







Multiple Screens



Printed Information


Human Process


Logic Point

Maintenance - Vendor

VendorDetail

(read-only)

Add/EditVendor(editable)

LogicSequence

1

TDM clicks a “Maintain Vendor” or“Add Vendor” link, or selects

Maintain Vendor in a right clickcontextual menu.



TDM Initiates aVendor Search

from the CT rightbook end.



TDM Selectsa Vendor

CTAdvanced

Search

Errors

Pass ValidateForm

TDM Clicks“Submit”

Errors

Pass

TDM Clicks“Add Vendor”

SearchResults


PublisherContacts

PublisherContacts

Associated Use Cases1.020 Add Publisher Representative1.021 Edit Publisher Representative1.040 Edit Vendor Attributes1.190 Edit Vendor Codes1.200 Add vendor1.201 Edit Vendor

1.202 Delete Vendor1.220 View Vendor1.221 Search by Vendor Name1.222 Search by Vendor Attributes10.380 Implement Single Vendor Database

DeleteVendor?

Verify Delete

No

Yes

TDM Cancelled Delete Yes


If a single record is returned, display the Vendor Detail screen.

Logic Sequence 1:

TDM Clicks“Add Vendor”

TDM selects “Vendor Detail”from a right click contextual

menu throughout theapplication.

LogicSequence

2

LogicSequence

2

Based upon the user class - identify what dataelements are editable.Display Vendor Name, Addresses, Terms, Notesas well as the publisher contact information storedin the CT Contacts data store.

Logic Sequence 2:

StoreSpecific

Content?

Yes

Update LocalDB W/StoreSpecific Info

Activity Log

Confirmation

Dashboard

Prior Process


Central

Return Flow

BatchTransmission

BatchTransmission

No

23







Multiple Screens



Printed Information


Human Process


Logic Point

Maintenance - Bulk Import Data

Map to FileDialog

ValidFormat?

Merge/Match

TDM Clicks“Import” Yes

TMD Clicks “Import” fromvarious screens in the

application

InvalidFormat Error

No

Prior Process

PreviewSplit Screen

Edit Item/Conflict

Resolution


TDM Selects anLine Item to Edit

UpdateDatabase

Error


TDM Clicks“Cancel”

Confirmation

Prior Process

Pass

24







Multiple Screens



Printed Information


Human Process


Logic Point

Maintenance - Return Flow

Changes toLocal DB?

AlertRequired?

Update CTLocal

Activity Log

GenerateAlerts and

Notifications

CT Central/MMSData Transfer

25







Multiple Screens



Printed Information


Human Process


Logic Point

Organizer - Email

OrganizerMain


Email Main

Email Main displays the messagecategories and the relatedmessages. Folders could be Inbox,edoptions, Course > Department >Course Number

Note

LogicSequence

1

MessageDetail

Set Message Statusto “Read” and updatethe time.

Logic Sequence 1:

Assign to aCategory

Categories

LogicSequence

3

TDM Clicks“Save”

MessageDetailPass

LogicSequence

2

LogicSequence

3Email Main

Error

TDM Clicks“Category”

Pass Pass

Does the TDM Haveaccess rights toperform the acton?

Logic Sequence 2:

Move the messageto the selectedfolder/category.

Logic Sequence 3:

TDM Clicks“Move”

Fail

Error

Fail

Error

Fail

TDM Clicks“Delete”

Fail

Verify DeletePass

Message Detail

TDM Clicks“Delete” Email Main

LogicSequence

2

Error

LogicSequence

2

Error

TDM Clicks“Save/Close”

Fail

CloseWindowPass Email Main

LogicSequence

2

Error

Fail

TDM Clicks“Forward”,“Reply”, or“Reply All”

LogicSequence

2

Error

Fail

Pass

Email FormPass ValidateForm

TMD Clicks“Send”

Email Main

Fail

Pass Email Main

Print DialogPop-up

TDM Clicks“Print”

MessageDetail

TDM Clicks“Add to

Contacts” or“Edit Contact”

Add/EditContacts

New EmailForm

ValidateForm

FailTDM Clicks

“Send”

Pass

TDM Clicksa Message

TDM Clicks“New Email”

Contact Look-up

Adoption Look-up

TDM Clicks“Email”


TransmitEmail

PrintMessage

TransmitEmail

DeleteMessage

ExecuteSearch

26







Multiple Screens



Printed Information


Human Process


Logic Point

Organizer - Contacts

OrganizerMain


ContactsMain

View/EditContactDetail

TDM Selectsa Contact

Add ContactTDM clicks“Add Contact”

VerifyContactDelete

Categories

Print

Categories

Print

ValidateForm

ValidateForm



TDM clicks“Delete”

Fail

Pass

Pass

Error

Fail

View/EditContactPass

Categories

Print

Error


Fail

ContactMainPass

TMD Clicks“Contacts”


TDM Clicks “View”From an Email, Vendor,

Course, or other CT Screens

Email Form

Bulk Import

TDM Clicks “Add to Contacts”From an Email, Vendor,

Course, or other CT Screens

View/EditContactDetail

TDM Clicks “Cancel”

TDM clicks“Import

Contacts”

Fail

DeleteExecuteSearch

Import Data

UpdateDatabase

UpdateDatabase

27







Multiple Screens



Printed Information


Human Process


Logic Point

Organizer - Notes

OrganizerMain

TDM Clicks“Search” Pass

View/EditNote Detail

TDM Selectsa Note

Add NoteTDM clicks“Add Note”

Delete Note

Categories

Print

Categories

Print

ValidateForm

ValidateForm




Fail

Pass

Pass

Error

Fail

View/EditNotePass

Categories

Print

Error


Fail

Notes MainPass

Delete

TDM Clicks aNote from

anywhere in CT

TDM Clicks“Add Note” fromanywhere in CT

Add/EditNote


TDM Clicks “Notes”

Notes Main

Fail

UpdateDatabase


UpdateDatabase

ExecuteSearch

28







Multiple Screens



Printed Information


Human Process


Logic Point

Organizer - Alerts Log

View AlertDetail

TDM Selectsan Alert

OrganizerMain


Alerts LogMain

Categories

Print

TMD Clicks“Alerts Log”


Alerts Log Main

Prior Process

Alert Pop-upNotification

SystemGenerates

an Alert

TDM Clicks“Dismiss”

TDM Clicks“View”

TDM Clicks link toResolve the Alert

Action Screento Resolve

Alert

Clear AlertNotification

Status


Status

ExecuteSearch

29







Multiple Screens



Printed Information


Human Process


Logic Point

Organizer - Calendar

OrganizerMain

LogicSequence

1

TDM Clicks“Calendar” Pass

Error

Fail

View/EditEvent Detail

Add EventTDM clicks“Add Event”

Verify DeleteEvent

Categories

Print

Categories

Print

ValidateForm

ValidateForm




Fail

Pass

Pass

Error

Fail

View/EditEventPass

Categories

Print

Error


Fail

CalendarPass

Event AlertPop-up

SystemGenerates

an Alert



1) Load Cal-Eval Dates/Events2) Load FHEG Dates/Events3) Load Store Specific Dates/Events4) Load Campus Dates/Events5) Load User Dates/Events

Logic Sequence 1:

Delete

Add/EditEvent Detail

TMD Clicks“Cancel”



Calendar(Day, Week,

Month, Term )

TDM Selectsan Event

UpdateDatabase

UpdateDatabase

Fail

ExecuteSearch


Status


Status

30







Multiple Screens



Printed Information


Human Process


Logic Point

Organizer - Tasks

OrganizerMain

LogicSequence

1

1) Load the Calendar Evaluation Dates and Tasks2) Load home office tasks3) Load store specific tasks4) Load personal tasks

Logic Sequence 1:

TDM Clicks“Tasks” Pass

Error

Fail

View/EditTask Detail

TDM Selectsa Task

Add TaskTDM clicks“Add Task”

Verify Delete

Categories

Print

Categories

Print

ValidateForm

ValidateForm




Fail

UpdateDatabase

Pass

Error

Fail

View/EditTaskPass

Categories

Print

UpdateDatabase

Error


Fail

Tasks MainPass

Task AlertPop-up

SystemGenerates

an Alert



Fail

View/EditTask


Tasks Main(Searchable List)




Status


Status

Pass

ExecuteSearch

31







Multiple Screens



Printed Information


Human Process


Logic Point

Organizer - Activity Log

View ActivityDetail

TDM Selectsan Activity

Add ActivityForm

TDM clicks“Add anActiviy”

Categories

Print

ValidateForm


UpdateDatabasePass

Error

Fail

View ActivityDetailPass

TDM Clicks aActivity from

anywhere in CT

TDM Clicks“Add an Activity” from

anywhere in CTOrganizer

MainExecuteSearch


Activity LogMain

Categories

Print

TMD Clicks“Activity Log”


Fail

Activity Log Main

Prior Process

Add Entry toActivity Log

TDM or System GeneratedActivity Causes Activity to be captured

in the Activity Log

Error Noticesent by Alert

Error

32







Multiple Screens



Printed Information


Human Process


Logic Point

Reports - Reporting Analysis & Data Analytics


Main Screens ReportsReports

Main

ReportsMain/Set

Parameters

LogicSequence

1

IndividualReportPreview

Validate the selectedcategory, report, andreport parameters. Ifcorrect display thereport. If there areerrors, display theReports Main screenwith in-line errors.

Logic Sequence 1:

Pass

Fail

Global Nav

User selectsparameters

Edit

User SelectsReport Type

PrintedReports

Save/Cancel

Add reports to Quefor bulk printing

RecentlyRun Reports

9.040 Print Inventory Analysis Reports9.041 Print Calendars, Ratio Analysis, & Inventory Analysis Reports9.042 Transmit Term Calendar, Ratio Analysis, and Inventory Analysis9.051 Print Post Purchase Order Reports9.053 Print Author and Course Booklist Reports9.054 Print Post Purchase Orders & Pre-Rush Reports9.055 Print Returns Reports9.056 Edit Default Store, Year, or Term Changes9.060 Print Price Exception Reports9.070 Print Pre-Order Worklist (NACS-INGRAM)9.080 Print Pre-Order Worklist (Book Class Order)9.140 Print Course Summary Report9.160 Print Course History Report9.180 Print Title History Report9.200 Print Adopted Not Ordered Report9.230 Print Invoice Return Date Expiring Report9.240 Print Booklist Report9.250 Print Pre-Order Worksheets9.260 Print Pricing Worksheets9.270 Print Purchase Order Report9.280 Print Purchase Order Summary Report9.290 Print Pricing Report9.300 Print Purchase Order Receipt Report

1.210 Generate Vendor Reports1.213 Generate Specific Vendor Book Titles3.040 Execute Consolidated Buyback Reports3.050 Reprint Buyback OTC Reports3.170 Generate Buyback List3.180 Generate Over the Counter Report3.190 Generate Wholesale Shipping Report3.240 Generate Blue Book Coordination Reports3.250 Buyback Dollars Spent Report3.251 Actual Buyback vs. Buyback Need Report3.252 Actual vs. Expected Buyback Report3.470 Generate Buyback Audit Report4.500 View Easylink Reports as Prepared by Pubnet7.060 Print Inventory Valuation Reports8.140 Print Inventory in Place Reports8.150 Print Non-returnable Stock Work List8.160 Print Return Worklist11.170 Print COPAR Program Titles11.260 Print Titles w/ Zero Sell-Through Report12.020 Print Want List Progress Reports by Week11.270 Print 'No Retail' Inventory Report4.030 Monitor Store Buying Decisions

Data Analytic (used for home office phase)

10.030 Analyze Inventory & Adoption Decisions10.090 Analyze QTC Decisions10.100 Analyze Sales and Adoption Forecasts10.250 Review System-wide Used Text Requests vs. Available Inventory

& Actual Sales10.270 Review Actual Sell-through vs. Expected Manual Allocations12.040 Print Term Comparison Report12.070 Print Stats-Graphs of Key Numbers with TY & LY Comparisons by

Dept.-Div.10_450 Vendor View10.320 Report Purchase Quantities & Trends from 'One-time' Vendors9.150 Print Sales Summary Report9.170 Print Ratio Analysis Report12.060 Print QTC-EBB Decision Report11.220 Print Enrollment & QTC Comparative Report9.030 Submit MIR Adoption & Sales Data Collection9.052 Print Pre-Rush Reports9.050 Print History Reports12.080 View Ratio Report by Course Descriptions, Disciplines, Bisac

Codes or Professor History12.050 Add Gross Sales & Refunds to History

Print Saved Reports

Print Saved Reports By Category

Download/Export/Email

33







Multiple Screens



Printed Information


Human Process


Logic Point

Reports - Course Status and Title Shelf Tags

1.060 Set Buyback Pricing Factors - Wholesale1.160 Set Shelf Tag Printing Defaults6.020 Execute JDA Push to JDA6.040 Delete Update Flag on Host Computer6.060 Prepare & Print Course Status Cards6.080 Print Shelf Tags (by various options and courseranges, including ‘signature’ look)


Validate the selectedcategory andkeyword. If matchingrecords are founddisplay the SearchResults screen. Ifnot, then display theSearch screen withinline errors.

Logic Sequence 1:

Global Navor Alerts

1) Possible print parameters:course, author, title, special, printall, print updated, other.

Considerations

ReportsMain

LogicSequence

1

User Selects"Status Card"

Status CardSearchResults

Status CardDetail

Pass

Fail

User double-clicks on asaved Status Cardrecord to edit

Direct Match

Save/Cancel

Cancel

Status CardMain

Status Card

ReportsMain

ReportsMain/Set

Parameters

Shelf Tag

User Selects"Shelf Tag"

LogicSequence

2

PrintedStatus Cards

Print

Printed ShelfTags

Fail/Que

User Selects Shelf TagParameters including:print parameters, andrange, format, and printoptions.

Validate the selectedcategory, report, andreport parameters. Ifcorrect, print shelftag. If there areerrors, display theReports Main screenwith in-line errors.

System will alsocheck to see if shelftag is to be qued. Ifso, the user willreturn to the ReportsMain/Set Parametersscreen so that theycan add more tags tothe que or print theque.

Logic Sequence 2:

Save

Print SavedStatus Cards

Print Shelf Tag Que

CourseMaintenance

From Course orItem Maintenance

34