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The Testing Phase
Understand how to test GIS and provide proper feedback
Thank you for BETA testing this early release of the Global Information System. We look forward to receiving your feedback as we continue to develop it over the coming weeks, ready for IC2014. A few things to bear in mind: • This is an early preview release, intended to gather your feedback. We still have lots to do in terms of
finalising the user interface and experience. • Use the GIS on a laptop or computer for now, and avoiding phones or tablets • Please don’t add any personal or confidential information to the GIS until August • Please don’t add any information you don’t want to loose. We may delete or amend data you insert into the
GIS pre-launch at any time. • The platform may be intermittently slow or down during development, and you may encounter bugs.
Welcome to THE Testing Phase!
5 Simple steps to test GIS1. !
Register to the system
2. !Log in to the
system
3.!Do specific
actions which are specified in this user guide
4.!Give feedback
after each action!(even when you like everything)
5.!Come back to test the system and check if you like the changes
The testing phase is so important for AIESEC as this is where we get detailed feedback from you on the exact functionality, features, look, feel and words used in
the system. We need your help to tell us how to make the system better! !!
This phase will run until IC Taiwan.
Register: https://auth.aiesec.org/users/sign_up
Log in:
https://auth.aiesec.org/users/sign_in
Register and Log in
How to give feedback?
How to give feedback?
STEP ONE !
Creating, editing and viewing people
Give feedback about People CRM app
Create a person https://gis.aiesec.org/#/people/new
Identify how users use the create/edit screens; any inefficiencies; anything that could be added or
simplified. Aim = quick, accurate opportunity creation
View list of people https://gis.aiesec.org/#/people
Identify any information missing / design / layout changes
to the list of people view screen
Browse People, Find all Members, EPs,
specific people, group of peoplehttps://gis.aiesec.org/#/people
Identify pros and cons of the CRM view for people, any filters, sorting, e.t.c. that users may want on this screen.
Aim = quickly finding people
Share peoplewith another member
https://gis.aiesec.org/#/people
Identify pros and cons of CRM sharing functionalities
View specific person https://gis.aiesec.org/#/people/1240
Identify any information missing / design / layout changes
to the specific person view screen
Create an internal message on the person view https://
gis.aiesec.org/#/people/1240
Identify the type of messages users can send
and if it’s ease to use as internal communication
Edit and save person https://gis.aiesec.org/#/people/1240/edit
Identify how easily and quickly users can edit and save people
Allow another member to edit people
https://gis.aiesec.org/#/people/1240/edit
Identify any issues with the people permissions editor and item permissions model
Give feedback about Opportunities CRM app
STEP TWO !
Creating, editing and viewing opportunities
Create an opportunity https://gis.aiesec.org/#/opportunities/new
Identify how users use the create/edit screens; any inefficiencies; anything that could be added or
simplified. Aim = quick, accurate opportunity creation
View list of Opportunities https://gis.aiesec.org/#/opportunities
Identify any information missing / design / layout changes
to the list of opportunities view screen
View the Opportunity https://gis.aiesec.org/#/opportunities/692
Identify any information missing / design / layout changes
to the opportunity view screen
Create an internal message on the opportunity https://
gis.aiesec.org/#/opportunities/692
Identify the type of messages users can send
and if it is ease to use as internal communication
Edit and save opportunity https://gis.aiesec.org/#/opportunities/692/edit
Identify how easily and quickly users can edit and save opportunities
Allow another member to edit your opportunity
https://gis.aiesec.org/#/opportunities/692/edit
Identify any issues with the profile permissions editor and item permissions model
Give feedback about Companies CRM app
STEP THREE !
Creating, editing and viewing companies
Create an company https://gis.aiesec.org/#/companies/new
Ensure users can quickly and easily create companies. Identify any information / data they may want.
View list of Companies https://gis.aiesec.org/#/companies
Identify pros and cons of the CRM view for companies, any filters, sorting, e.t.c. that users may want on this
screen.
View the Company https://gis.aiesec.org/#/companies/779
Identify any information missing / design / layout changes to the companies profiles; including data which
users would like to see on this screen
Create an internal message on the company https://
gis.aiesec.org/#/companies/779
Identify the type of messages users can send
and if it is ease to use as internal communication
Edit and save company https://gis.aiesec.org/#/companies/779/edit
Identify how easily and quickly users can edit and save companies
Add Branchesto company
https://gis.aiesec.org/#/opportunities/692/edit
Identify any issues with the company branch editor
The Testing Phase
NEXT GUIDE RELEASED NEXT WEEK