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Case User Flows

All user flows

15 user types · 24 roles

Who takes part in cases, by user type: customers, sellers, couriers, admins. Each user type has a user flow model in every work case model it takes part in; its instances are the people in that role on each case.

User typeDescriptionUser flow modelsParticipantsScreens
CustomerPayment problem · Refund request · Customer order delivery32412
Support agentPayment problem · Refund request2187
SupplierDaily Supplier Recommendations Release · Purchase request2143
FinanceApproves the refund and pays it.192
Language reviewerChecks the words in both languages.192
Payments teamInvestigates the transaction and corrects it.192
PublisherPuts the approved content live.192
WriterWrites the words in both languages.193
ManagerApproves the purchase.172
Purchasing plannerPrepares the day's replenishment.174
RequesterAsked for the purchase for their team.173
WarehouseGives the stock position and receives the deliveries.172
CourierPicks the parcel up from the seller and delivers it.163
SellerSells the item: accepts the order and hands the parcel to the courier.164
AdminDaily Supplier Recommendations Release · Payment problem · Refund request · Purchase request · Customer order delivery · Content update64722
ParticipantRoleCaseScreen nowPhaseStage
Outside the organizationCustomerREQ-21 Demo: Refund request / Alexandria branch openingPhase 1 of 4Submitted
Support agentREQ-21 Demo: Refund request / Alexandria branch openingPhase 1 of 4Submitted
FinanceREQ-21 Demo: Refund request / Alexandria branch openingPhase 1 of 4Submitted
AdminREQ-21 Demo: Refund request / Alexandria branch openingPhase 1 of 4Submitted
RequesterREQ-33 Demo: Purchase request / Alexandria branch openingPhase 1 of 3Submitted
ManagerREQ-33 Demo: Purchase request / Alexandria branch openingPhase 1 of 3Submitted
Outside the organizationSupplierREQ-33 Demo: Purchase request / Alexandria branch openingPhase 1 of 3Submitted
AdminREQ-33 Demo: Purchase request / Alexandria branch openingPhase 1 of 3Submitted
Purchasing plannerREQ-9 Demo: Daily Supplier Recommendations Release / Alexandria branch openingPhase 1 of 4Submitted
Outside the organizationSupplierREQ-9 Demo: Daily Supplier Recommendations Release / Alexandria branch openingPhase 1 of 4Submitted
WarehouseREQ-9 Demo: Daily Supplier Recommendations Release / Alexandria branch openingPhase 1 of 4Submitted
AdminREQ-9 Demo: Daily Supplier Recommendations Release / Alexandria branch openingPhase 1 of 4Submitted
Purchasing plannerREQ-11 Demo: Daily Supplier Recommendations Release / Cairo seasonal promotionPhase 1 of 4In review
Outside the organizationSupplierREQ-11 Demo: Daily Supplier Recommendations Release / Cairo seasonal promotionPhase 1 of 4In review
WarehouseREQ-11 Demo: Daily Supplier Recommendations Release / Cairo seasonal promotionPhase 1 of 4In review
AdminREQ-11 Demo: Daily Supplier Recommendations Release / Cairo seasonal promotionPhase 1 of 4In review
Outside the organizationCustomerREQ-23 Demo: Refund request / Cairo seasonal promotionPhase 1 of 4In review
Support agentREQ-23 Demo: Refund request / Cairo seasonal promotionPhase 1 of 4In review
FinanceREQ-23 Demo: Refund request / Cairo seasonal promotionPhase 1 of 4In review
AdminREQ-23 Demo: Refund request / Cairo seasonal promotionPhase 1 of 4In review
RequesterREQ-35 Demo: Purchase request / Cairo seasonal promotionPhase 1 of 3In review
ManagerREQ-35 Demo: Purchase request / Cairo seasonal promotionPhase 1 of 3In review
Outside the organizationSupplierREQ-35 Demo: Purchase request / Cairo seasonal promotionPhase 1 of 3In review
AdminREQ-35 Demo: Purchase request / Cairo seasonal promotionPhase 1 of 3In review
Outside the organizationCustomerREQ-41 Demo: Customer order delivery / Cairo seasonal promotionPhase 1 of 5In review
SellerREQ-41 Demo: Customer order delivery / Cairo seasonal promotionPhase 1 of 5In review
CourierREQ-41 Demo: Customer order delivery / Cairo seasonal promotionPhase 1 of 5In review
AdminREQ-41 Demo: Customer order delivery / Cairo seasonal promotionPhase 1 of 5In review
Purchasing plannerREQ-7 Daily Supplier Recommendations ReleasePhase 1 of 4Submitted
Outside the organizationSupplierREQ-7 Daily Supplier Recommendations ReleasePhase 1 of 4Submitted
WarehouseREQ-7 Daily Supplier Recommendations ReleasePhase 1 of 4Submitted
AdminREQ-7 Daily Supplier Recommendations ReleasePhase 1 of 4Submitted
Outside the organizationCustomerSUP-1 Card payment declined at checkout for returning customersPhase 2 of 3Investigating
Support agentSUP-1 Card payment declined at checkout for returning customersPhase 2 of 3Investigating
Payments teamSUP-1 Card payment declined at checkout for returning customersPhase 2 of 3Investigating
AdminSUP-1 Card payment declined at checkout for returning customersPhase 2 of 3Investigating
WriterTSK-23 Demo: Content update / Urgent cold-chain exceptionPhase 3 of 3In progress
Language reviewerTSK-23 Demo: Content update / Urgent cold-chain exceptionPhase 3 of 3In progress
PublisherTSK-23 Demo: Content update / Urgent cold-chain exceptionPhase 3 of 3In progress
AdminTSK-23 Demo: Content update / Urgent cold-chain exceptionPhase 3 of 3In progress
WriterTSK-22 Demo: Content update / Cancelled supplier replacementPhase 3 of 3Accepted
Language reviewerTSK-22 Demo: Content update / Cancelled supplier replacementPhase 3 of 3Accepted
PublisherTSK-22 Demo: Content update / Cancelled supplier replacementPhase 3 of 3Accepted
AdminTSK-22 Demo: Content update / Cancelled supplier replacementPhase 3 of 3Accepted
WriterTSK-21 Demo: Content update / Completed October replenishmentAll phases doneApproved
Language reviewerTSK-21 Demo: Content update / Completed October replenishmentAll phases doneApproved
PublisherTSK-21 Demo: Content update / Completed October replenishmentAll phases doneApproved
AdminTSK-21 Demo: Content update / Completed October replenishmentAll phases doneApproved
WriterTSK-20 Demo: Content update / Cairo seasonal promotionPhase 3 of 3In progress
Language reviewerTSK-20 Demo: Content update / Cairo seasonal promotionPhase 3 of 3In progress
PublisherTSK-20 Demo: Content update / Cairo seasonal promotionPhase 3 of 3In progress
AdminTSK-20 Demo: Content update / Cairo seasonal promotionPhase 3 of 3In progress
WriterTSK-19 Demo: Content update / Warehouse stock reconciliationPhase 2 of 3In progress
Language reviewerTSK-19 Demo: Content update / Warehouse stock reconciliationPhase 2 of 3In progress
PublisherTSK-19 Demo: Content update / Warehouse stock reconciliationPhase 2 of 3In progress
AdminTSK-19 Demo: Content update / Warehouse stock reconciliationPhase 2 of 3In progress
WriterTSK-18 Demo: Content update / Alexandria branch openingPhase 1 of 3Backlog
Language reviewerTSK-18 Demo: Content update / Alexandria branch openingPhase 1 of 3Backlog
PublisherTSK-18 Demo: Content update / Alexandria branch openingPhase 1 of 3Backlog
AdminTSK-18 Demo: Content update / Alexandria branch openingPhase 1 of 3Backlog
Outside the organizationCustomerREQ-44 Demo: Customer order delivery / Urgent cold-chain exceptionPhase 3 of 5In review
SellerREQ-44 Demo: Customer order delivery / Urgent cold-chain exceptionPhase 3 of 5In review
CourierREQ-44 Demo: Customer order delivery / Urgent cold-chain exceptionPhase 3 of 5In review
AdminREQ-44 Demo: Customer order delivery / Urgent cold-chain exceptionPhase 3 of 5In review
Outside the organizationCustomerREQ-43 Demo: Customer order delivery / Cancelled supplier replacementPhase 3 of 5Assigned
SellerREQ-43 Demo: Customer order delivery / Cancelled supplier replacementPhase 3 of 5Assigned
CourierREQ-43 Demo: Customer order delivery / Cancelled supplier replacementPhase 3 of 5Assigned
AdminREQ-43 Demo: Customer order delivery / Cancelled supplier replacementPhase 3 of 5Assigned
Outside the organizationCustomerREQ-42 Demo: Customer order delivery / Completed October replenishmentAll phases doneApproved
SellerREQ-42 Demo: Customer order delivery / Completed October replenishmentAll phases doneApproved
CourierREQ-42 Demo: Customer order delivery / Completed October replenishmentAll phases doneApproved
AdminREQ-42 Demo: Customer order delivery / Completed October replenishmentAll phases doneApproved
Outside the organizationCustomerREQ-40 Demo: Customer order delivery / Warehouse stock reconciliationPhase 2 of 5In review
SellerREQ-40 Demo: Customer order delivery / Warehouse stock reconciliationPhase 2 of 5In review
CourierREQ-40 Demo: Customer order delivery / Warehouse stock reconciliationPhase 2 of 5In review
AdminREQ-40 Demo: Customer order delivery / Warehouse stock reconciliationPhase 2 of 5In review
Outside the organizationCustomerREQ-39 Demo: Customer order delivery / Alexandria branch openingPhase 1 of 5Submitted
SellerREQ-39 Demo: Customer order delivery / Alexandria branch openingPhase 1 of 5Submitted
CourierREQ-39 Demo: Customer order delivery / Alexandria branch openingPhase 1 of 5Submitted
AdminREQ-39 Demo: Customer order delivery / Alexandria branch openingPhase 1 of 5Submitted
RequesterREQ-38 Demo: Purchase request / Urgent cold-chain exceptionPhase 3 of 3In review
ManagerREQ-38 Demo: Purchase request / Urgent cold-chain exceptionPhase 3 of 3In review
Outside the organizationSupplierREQ-38 Demo: Purchase request / Urgent cold-chain exceptionPhase 3 of 3In review
AdminREQ-38 Demo: Purchase request / Urgent cold-chain exceptionPhase 3 of 3In review
RequesterREQ-37 Demo: Purchase request / Cancelled supplier replacementPhase 3 of 3Assigned
ManagerREQ-37 Demo: Purchase request / Cancelled supplier replacementPhase 3 of 3Assigned
Outside the organizationSupplierREQ-37 Demo: Purchase request / Cancelled supplier replacementPhase 3 of 3Assigned
AdminREQ-37 Demo: Purchase request / Cancelled supplier replacementPhase 3 of 3Assigned
RequesterREQ-36 Demo: Purchase request / Completed October replenishmentAll phases doneApproved
ManagerREQ-36 Demo: Purchase request / Completed October replenishmentAll phases doneApproved
Outside the organizationSupplierREQ-36 Demo: Purchase request / Completed October replenishmentAll phases doneApproved
AdminREQ-36 Demo: Purchase request / Completed October replenishmentAll phases doneApproved
RequesterREQ-34 Demo: Purchase request / Warehouse stock reconciliationPhase 2 of 3In review
ManagerREQ-34 Demo: Purchase request / Warehouse stock reconciliationPhase 2 of 3In review
Outside the organizationSupplierREQ-34 Demo: Purchase request / Warehouse stock reconciliationPhase 2 of 3In review
AdminREQ-34 Demo: Purchase request / Warehouse stock reconciliationPhase 2 of 3In review
Outside the organizationCustomerREQ-26 Demo: Refund request / Urgent cold-chain exceptionPhase 3 of 4In review
Support agentREQ-26 Demo: Refund request / Urgent cold-chain exceptionPhase 3 of 4In review
FinanceREQ-26 Demo: Refund request / Urgent cold-chain exceptionPhase 3 of 4In review
AdminREQ-26 Demo: Refund request / Urgent cold-chain exceptionPhase 3 of 4In review
Outside the organizationCustomerREQ-25 Demo: Refund request / Cancelled supplier replacementPhase 3 of 4Assigned
Support agentREQ-25 Demo: Refund request / Cancelled supplier replacementPhase 3 of 4Assigned
FinanceREQ-25 Demo: Refund request / Cancelled supplier replacementPhase 3 of 4Assigned
AdminREQ-25 Demo: Refund request / Cancelled supplier replacementPhase 3 of 4Assigned
Outside the organizationCustomerREQ-24 Demo: Refund request / Completed October replenishmentAll phases doneApproved
Support agentREQ-24 Demo: Refund request / Completed October replenishmentAll phases doneApproved
FinanceREQ-24 Demo: Refund request / Completed October replenishmentAll phases doneApproved
AdminREQ-24 Demo: Refund request / Completed October replenishmentAll phases doneApproved
Outside the organizationCustomerREQ-22 Demo: Refund request / Warehouse stock reconciliationPhase 2 of 4In review
Support agentREQ-22 Demo: Refund request / Warehouse stock reconciliationPhase 2 of 4In review
FinanceREQ-22 Demo: Refund request / Warehouse stock reconciliationPhase 2 of 4In review
AdminREQ-22 Demo: Refund request / Warehouse stock reconciliationPhase 2 of 4In review
Outside the organizationCustomerSUP-20 Demo: Payment problem / Urgent cold-chain exceptionPhase 3 of 3Investigating
Support agentSUP-20 Demo: Payment problem / Urgent cold-chain exceptionPhase 3 of 3Investigating
Payments teamSUP-20 Demo: Payment problem / Urgent cold-chain exceptionPhase 3 of 3Investigating
AdminSUP-20 Demo: Payment problem / Urgent cold-chain exceptionPhase 3 of 3Investigating
Outside the organizationCustomerSUP-19 Demo: Payment problem / Cancelled supplier replacementPhase 3 of 3Triaged
Support agentSUP-19 Demo: Payment problem / Cancelled supplier replacementPhase 3 of 3Triaged
Payments teamSUP-19 Demo: Payment problem / Cancelled supplier replacementPhase 3 of 3Triaged
AdminSUP-19 Demo: Payment problem / Cancelled supplier replacementPhase 3 of 3Triaged
Outside the organizationCustomerSUP-18 Demo: Payment problem / Completed October replenishmentAll phases doneInvestigating
Support agentSUP-18 Demo: Payment problem / Completed October replenishmentAll phases doneInvestigating
Payments teamSUP-18 Demo: Payment problem / Completed October replenishmentAll phases doneInvestigating
AdminSUP-18 Demo: Payment problem / Completed October replenishmentAll phases doneInvestigating
Outside the organizationCustomerSUP-17 Demo: Payment problem / Cairo seasonal promotionPhase 3 of 3Investigating
Support agentSUP-17 Demo: Payment problem / Cairo seasonal promotionPhase 3 of 3Investigating
Payments teamSUP-17 Demo: Payment problem / Cairo seasonal promotionPhase 3 of 3Investigating
AdminSUP-17 Demo: Payment problem / Cairo seasonal promotionPhase 3 of 3Investigating
Outside the organizationCustomerSUP-16 Demo: Payment problem / Warehouse stock reconciliationPhase 2 of 3Investigating
Support agentSUP-16 Demo: Payment problem / Warehouse stock reconciliationPhase 2 of 3Investigating
Payments teamSUP-16 Demo: Payment problem / Warehouse stock reconciliationPhase 2 of 3Investigating
AdminSUP-16 Demo: Payment problem / Warehouse stock reconciliationPhase 2 of 3Investigating
Outside the organizationCustomerSUP-15 Demo: Payment problem / Alexandria branch openingPhase 1 of 3New
Support agentSUP-15 Demo: Payment problem / Alexandria branch openingPhase 1 of 3New
Payments teamSUP-15 Demo: Payment problem / Alexandria branch openingPhase 1 of 3New
AdminSUP-15 Demo: Payment problem / Alexandria branch openingPhase 1 of 3New
Purchasing plannerREQ-14 Demo: Daily Supplier Recommendations Release / Urgent cold-chain exceptionPhase 3 of 4In review
Outside the organizationSupplierREQ-14 Demo: Daily Supplier Recommendations Release / Urgent cold-chain exceptionPhase 3 of 4In review
WarehouseREQ-14 Demo: Daily Supplier Recommendations Release / Urgent cold-chain exceptionPhase 3 of 4In review
AdminREQ-14 Demo: Daily Supplier Recommendations Release / Urgent cold-chain exceptionPhase 3 of 4In review
Purchasing plannerREQ-13 Demo: Daily Supplier Recommendations Release / Cancelled supplier replacementPhase 3 of 4Assigned
Outside the organizationSupplierREQ-13 Demo: Daily Supplier Recommendations Release / Cancelled supplier replacementPhase 3 of 4Assigned
WarehouseREQ-13 Demo: Daily Supplier Recommendations Release / Cancelled supplier replacementPhase 3 of 4Assigned
AdminREQ-13 Demo: Daily Supplier Recommendations Release / Cancelled supplier replacementPhase 3 of 4Assigned
Purchasing plannerREQ-12 Demo: Daily Supplier Recommendations Release / Completed October replenishmentAll phases doneApproved
Outside the organizationSupplierREQ-12 Demo: Daily Supplier Recommendations Release / Completed October replenishmentAll phases doneApproved
WarehouseREQ-12 Demo: Daily Supplier Recommendations Release / Completed October replenishmentAll phases doneApproved
AdminREQ-12 Demo: Daily Supplier Recommendations Release / Completed October replenishmentAll phases doneApproved
Purchasing plannerREQ-10 Demo: Daily Supplier Recommendations Release / Warehouse stock reconciliationPhase 2 of 4In review
Outside the organizationSupplierREQ-10 Demo: Daily Supplier Recommendations Release / Warehouse stock reconciliationPhase 2 of 4In review
WarehouseREQ-10 Demo: Daily Supplier Recommendations Release / Warehouse stock reconciliationPhase 2 of 4In review
AdminREQ-10 Demo: Daily Supplier Recommendations Release / Warehouse stock reconciliationPhase 2 of 4In review
WriterTSK-3 Collect screenshots for the help centre articlePhase 1 of 3Backlog
Language reviewerTSK-3 Collect screenshots for the help centre articlePhase 1 of 3Backlog
PublisherTSK-3 Collect screenshots for the help centre articlePhase 1 of 3Backlog
AdminTSK-3 Collect screenshots for the help centre articlePhase 1 of 3Backlog
WriterTSK-2 Draft the final quality pass checklistPhase 1 of 3Backlog
Language reviewerTSK-2 Draft the final quality pass checklistPhase 1 of 3Backlog
PublisherTSK-2 Draft the final quality pass checklistPhase 1 of 3Backlog
AdminTSK-2 Draft the final quality pass checklistPhase 1 of 3Backlog
WriterTSK-1 Tighten legal copy for the launch pagePhase 1 of 3Backlog
Language reviewerTSK-1 Tighten legal copy for the launch pagePhase 1 of 3Backlog
PublisherTSK-1 Tighten legal copy for the launch pagePhase 1 of 3Backlog
AdminTSK-1 Tighten legal copy for the launch pagePhase 1 of 3Backlog
Outside the organizationCustomerREQ-5 Refund of a duplicated subscription chargeAll phases doneRejected
Support agentREQ-5 Refund of a duplicated subscription chargeAll phases doneRejected
FinanceREQ-5 Refund of a duplicated subscription chargeAll phases doneRejected
AdminREQ-5 Refund of a duplicated subscription chargeAll phases doneRejected
Outside the organizationCustomerREQ-4 Exception to the 30 day return windowAll phases doneApproved
Support agentREQ-4 Exception to the 30 day return windowAll phases doneApproved
FinanceREQ-4 Exception to the 30 day return windowAll phases doneApproved
AdminREQ-4 Exception to the 30 day return windowAll phases doneApproved
RequesterREQ-3 Purchase two test devices for the mobile teamPhase 1 of 3Submitted
ManagerREQ-3 Purchase two test devices for the mobile teamPhase 1 of 3Submitted
Outside the organizationSupplierREQ-3 Purchase two test devices for the mobile teamPhase 1 of 3Submitted
AdminREQ-3 Purchase two test devices for the mobile teamPhase 1 of 3Submitted
Outside the organizationCustomerREQ-1 Refund for a damaged shipment of 40 chairsPhase 2 of 4In review
Support agentREQ-1 Refund for a damaged shipment of 40 chairsPhase 2 of 4In review
FinanceREQ-1 Refund for a damaged shipment of 40 chairsPhase 2 of 4In review
AdminREQ-1 Refund for a damaged shipment of 40 chairsPhase 2 of 4In review
Outside the organizationCustomerSUP-6 Refund shown as pending for ten daysAll phases doneSolved
Support agentSUP-6 Refund shown as pending for ten daysAll phases doneSolved
Payments teamSUP-6 Refund shown as pending for ten daysAll phases doneSolved
AdminSUP-6 Refund shown as pending for ten daysAll phases doneSolved
Outside the organizationCustomerSUP-2 Invoice PDF shows the wrong tax rate for EgyptPhase 2 of 3Waiting on customer
Support agentSUP-2 Invoice PDF shows the wrong tax rate for EgyptPhase 2 of 3Waiting on customer
Payments teamSUP-2 Invoice PDF shows the wrong tax rate for EgyptPhase 2 of 3Waiting on customer
AdminSUP-2 Invoice PDF shows the wrong tax rate for EgyptPhase 2 of 3Waiting on customer