User Stories
Group Management
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As a group admin, I want to create a new single unique user record. If the user already exists in the global database, I want to be able to add the existing user to my group
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As a group admin, I want to import an exported list of new users. The import of the list should handle all cases such as existing Eva users, new users or incomplete user data.
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++As a group admin, I want the ability to assign admin roles to other group users
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As a group admin, I want to organize my members into cascading sub-groups
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++As a group admin, I want to assign a sub-group to members as I add them or import them into my group.
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++As a group admin, I want to easily assign a user or a group of users to a sub-group
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As a group admin, I want to users to receive a subscription confirmation when they are manually subscribed to a new group
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As a group admin, I want to edit the user profile for members of my group
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- ❏ As a group admin, I want a quick and easy way to invite users with unverified user accounts, to complete the account verification process, complete their profile and join sub-groups.
- ❏ As a group admin, I want to comply with communication regulations by confirming that I have rights to send information to users whom I am manually adding to my group.
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As a group admin, I want the ability to set the privacy for a specific group
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As a group admin, I want to be able to search through my groups
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As a group admin, I want to see up to five suggested recommendations when I first log into Eva or return to the "home" view
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As an org group admin, I want to upload, resize, and remove a profile picture for a user that belongs to one of my groups.
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- ❏ As a group admin, I want the ability to change the parent of any group that is not an org group
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As a group admin, if I edit a member profile and add the last name and first name to a member profile, I want to search the global user database and see a list of existing members with the same name, that includes first name, last name, org group, and address. See notes for more detail:
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- ❏ As an org group admin, I want to be alerted to a possible duplicate member and have a process to view these and merge these.
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As a group admin, I want to be able to search through my users
- ✔ ++As a group admin, I want a quick and easy way to send an invitation to people, asking them to join my sub-group.
User Management
- ❏ As a user, I want to access my profile online and make edits
- ❏ As a user, if when I add first name and last name to my profile, I want the system to search the user database to see if a member with the same name is found. If a match is found, I want the system to alert my org group admin (both Beth and Eva is that applies) that a potential duplicate member has been added and allow them to review the change and possibly merge the users.
- ❏ As a user, I want to request a password reset
- ❏ As a user, I want to set-up a priority preference for what channel I want to be used to send me information: i.e. email, SMS, myParish App push notices, do not send me information
- ❏ As a user, I want to manage what groups can send me information
- ❏ As a user, I want to see all available groups I can join
- ❏ As a user, I want to to be able to opt-out of all messages at once
- ❏ As a user, I want to verify changes to my user account account name and password
- ❏ As a user, I want the ability to respond to a text or email
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As a user, I want to upload, resize, and remove a profile picture.
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- ✔ As a user, I want to view a history of all changes to my record and account and all of my outbound communications.
Publishing Channel Management
- ❏ As a group admin, I want to register a Facebook page for my group and grant permission to allow delegated group admins to publish messages to Facebook
- ❏ As a group admin, I want to register a Twitter account for my group and grant permission to allow delegated group admins to publish messages to Twitter
- ❏ As a group admin, I want to enable a code snippet for my group that allows delegated group admins to publish messages to the code snippet embedded on a website.
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As a group admin, I want to enable a code snippet that allows me to add a registration form to my website for my group.
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*As a group admin, I want to register my group with an Eva Wordpress plugin that would enable a delegated group admin to publish a message to my Wordpress website
- ❏ As a Diocesan super group admin, I want to enable a DiscoverMass publishing channel for a group and allow deligated group admins to publish messages to DiscoverMass.
- ❏ As a Diocesan super group admin, I want to enable a group sign-up form on DiscoverMass for a group that has the DM publishing channel enabled.
- ❏ As a Diocesan super group admin, I want to enable a Diocesan.com publishing channel for a group and allow deligated group admins to publish messages to Diocesan.com
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As a Diocesan super group admin, I want to enable a sign-up form on the Diocesan.com site for a group where the diocesan.com publishing channel has been enabled.
Message Management
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As a group admin, I want to easily compose a message as an HTML design
- ❏ As a group admin, I want HTML messages to be hosted online and be made available as a link.
- ❏ As a group admin, I want the ability to preview messages across the available channels that the message can be sent
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As a group admin, I want the ability to send test messages to any group member or admin across all available channel formats.
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As a group admin, I want to schedule my messages for sending at a later time
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Curtis S.
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As a group admin, I want to schedule/send a composed message to my group and/or sub-groups using the channel preferences of my group members
- ❏ As a group admin, I want the ability to easily send a message to multiple groups or sub-groups that I administer
- ❏ As a group admin, I want to select a previously sent message and duplicate it for easy editing
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*As a group admin, I want emojis and other rich text features common to SMS to be supported in textual messages
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*As a group admin, I want the ability to create and send a simple text message from the default messaging app on my phone to my group members.
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*As a group admin, I would like the ability to personalize HTML messages with fields such as "firstName" etc.
- ❏ *As a group admin, I want the ability to message an single user in my group
- ❏ As a group admin, I want my members to be able to respond to a message that then posts in a group admin dashboard.
- ❏ As a group admin, I want the ability to view user responses in a single dashboard
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*As a group admin, I want the ability to set-up notification by email or SMS when a group member responds to a message. This notification should either send the reply directly or make it easy to see the reply from a phone.
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As a group admin, I want to publish a composed message to available publishing channels
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As a group admin, I want all communications to be VIRTUS compliant
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- ❏ As a group admin, I want an auto-save feature that saves data as it is being entered.
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As a group admin, I want to be able to search for messages
- ❏ As a group admin, I want to be able to select multiple messages and manually archive them
- ❏ As a system, I want to archive messages that are more than 180-days old
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As a group admin, I want the ability to set an auto-archive setting that will make the system archive messages that are opened or sent and are 'x' old, where 'x' is a set length of time.
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Message Template Management
- ❏ As a group admin, I want the ability to save an HTML design as a template
- ❏ As a group admin, I want the ability to set a composed textual message as a template
- ❏ As a group admin, I want to see all public templates created by my admins at my parish or diocese
- ❏ As a group admin, I want to set the visibility of templates I create for all my groups and subgroups. This would include the national, Diocese and parish level
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As an org admin, I want to send a template to my group admins as a message. I want to be able to add text explaining the message template being sent. The template itself should appear as a preview. A link in the message will automatically take the admin to their Eva account and open the template as a new message to send to that admin's members/groups etc.
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As an org group admin, I want to save a message as a template that is shared with all my groups and sub-groups. This can be done at the National, Diocese and parish level
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As a group admin, I want pre-designed HTML templates
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As a group admin, I want access to sample messages
- ❏ As a group admin, I want the ability to customize a default welcome message sent to users when they join a group
Onboarding Management
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As a group admin, I want to use a text-to-join keyword to allow users to easily become members of my group
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As a group admin, I want to create my own sub-keywords to enable users to text-to-join sub-groups
- ❏ As a group admin, I want a way to manage and edit keywords
- ❏ As a group admin, I want the ability to edit the auto response that is sent when a keyword is used
- ❏ As a Diocese super admin, I want to investigate the need for a short-code
Report Management
- ❏ As a group admin, I want to see open rates for the messages I send to my group
- ❏ As a group admin, I want to see click rates for messages I send to my group
- ❏ As a group admin, I want to see opt-out numbers for my group
- ❏ As a group admin, I want to see all the messages I have previously sent based upon a selected data range
- ❏ As a group admin, I want to see schedule messages
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As a group admin, I want to see a visual U/I status for each of my groups and subgroups that let me know how active a group is.
MPA Integration
- ❏ As a Diocesan super admin, I want to set a flag for a parish so EVA knows that the parish has a myParish App instance
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As a group admin, if my group has been enabled with a myParish App publishing channel, I want to sync myParish App groups and users with my groups and sub-groups.
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As a myParish App user, allow me an easy way to become an Eva group user
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*As a group admin, I want myParish App group users to easily become Eva group users
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- ❏ As a Diocesan Super admin, I want to perform a one-time sync with myParish App where Eva will query the MPA database and pull in all MPA groups into Eva
- ❏ As an Eva Admin I want to create a new group for myParish in the Eva interfacce that will create the group in the myParish App database
- ❏ As a Diocesan Admin, I want to set a flag in myParish App that disables the creation of new groups in the myParish App Admin interface. The idea here is that MPA admins will now only create new groups in the Eva interface after the initial sync.
- ❏ As an Eva Admin I want to be able to start a new discussion in an MPA group
- ❏ As an Eva admin I want to assign a role that allows other user to start a discussion in an MPA group using Eva
- ❏ As an Eva admin I want to be able to send a parish wide push notice to MPA
- ❏ As an Eva with a Diocese role I want to be able to send a Diocese-wide MPA Push notice
- ❏ As an Eva parish instance I want to be able to access the parish Groups Deep-link
- ❏ As an Eva admin I want MPA parish Admin rights
- ❏ Business rule? As a Diocesan Super admin, I need to make sure that MPA group moderators are in Eva and assigned the proper groups rights
- ❏ Business Rule: As a user of an MPA group, I need to download the app, create an MPA report, and join the report
- ❏ Business Rule: As a Eva user I want to be reminded to stop using email or text when I am participating in a MPA group and see a link to go download MPA
Configuration Section - Accounting, Settings Etc.
- ❏ As an org group admin, I want to change the default shipping and billing address for the parish
- ❏ As an org group admin, I want to identify which user is the org group admin
- ❏ As an org group admin, I want to identify which user is the business/billing contact for the parish
- ❏ As an org group admin, I want to edit and save the primary credit card and required information on file to be used for re-occurring billing
- ❏ As an org group admin, I want my credit card to be automatically renewed when the card expires and a new card is issued by my bank
- ❏ As an org group admin, I want to be sent a notification when my card is going to expire and there is no ability for the system to auto-renew my card.
- ❏ As a Diocesan Super admin I want to be notified when an org group credit card is about to expire or when a payment is declined by the cardholder's bank.
- ❏ As an org group admin, I want to see a list of invoices for the previous year of charges to my account
- ❏ As an org group admin, I want a link to contact support about billing questions, including cancelling my account
- ❏ As a org group admin, I want to edit the name of the parish, diocese or organization
- ❏ As an org group admin, I want to identify which user is the Pastor or Bishop
- ❏ As an org group admin, I want to identify the main email address to be used to contact the parish, diocese or organization
- ❏ As an org group admin, I want to identify the main phone number to be used to contact the parish, diocese or organization
- ❏ As an org group admin, I want to identify the published address of the parish, diocese or organization
- ❏ As an org group admin, I want to identify the fax number for the parish, diocese or organization.
- ❏ As an org group admin, I want to identify the website for the parish, diocese or organization.
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As an Org Group admin, I want to be able to see a list of available "Recommendations" or "Tips" and de-select a checkbox to turn off these tips for admins
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As an org group admin, I want to set the default time zone for my organization, groups, and sub-groups.
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As an org group admin, I want to define which users in my group are assigned to pre-defined global positions in a parish or a diocese
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As an Org group Admin, I want to see a history of past assignments for members of my organization.
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As a group admin, I want to set the auto archive date for messages in my group.
Pre-Sales Features
- ❏ As a pre-user I want to test a trial of the software, that includes a trial of Beth
- ❏ As a pre-user I want to create a user account and associate it with a trial parish
- ❏ As a Diocesan Super Admin I want to be notified when some starts a trial
- ❏ As a trial user I want my trial pre-populated with sample data - to be created by Diocesan
- ❏ As a Diocesan Super user I want the trial to expire after 30-days, at which time the user ID will no longer access the trial organization data
- ❏ As a Diocesan Super admin, when a trial expires I want to purge the trial data from the database
- ❏ As a database designer I want the trial accounts and organization to be independent from the production database and data
- ❏ As a Diocesan Super admin, I want to be able to extend the trial period for a trial user
- ❏ As a trial admin I want to be able to use Eva as a full version except for the ability to create a keyword and other on-boarding customized items and that the data will not populate the master database.
- ❏ As a trial user, I want to see feature highlights in the trial version that point out features I may miss without knowing the software well.
- ❏ As a pre-user I want the ability to use a free version of Eva that limits the number of group admins to 1 account and the number of member accounts to 50 people. This will be a fully functional account on the production server.
- ❏ As a Diocesan Super admin, I want to be notified when someone starts a free version of Eva.
- ✔ As a pre-user I want to create an account and associate it with a trial diocese
Diocese Processes & Components
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As a diocese Eva admin, I want to have all the features of a parish org group admin
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As a diocesan Eva admin, I want to send a message to all Eva admins in my diocese
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As a diocese Eva admin, I want to see summary reports on the status of communication across the diocese
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As a Diocesan super admin, I want to be able to enable or disable a diocese's ability to send diocese-wide, parish specific and/or parish group messages.
- ❏ Maybe NOT: As a diocese Eva admin, where diocese-wide messaging is enabled, I want to be able to select a parish org group from a list of all parish org groups in my diocese and then be able to navigate their admin view as if I was the parish org group admin. This would work similar to how an org group admin would be able to switch between multiple org groups that they are administering.
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**** staff directory module idea in version 1.x
Mike D.
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**** Add assignment history
Mike D.
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******* Add assignments stories
Mike D.
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****** "Diocese" startup creates certain automatic groups based on "assignments" Priests, All Parish Admins, Pastors, Retired Priests
Mike D.
- ✔ As a Diocesan super admin, I want to be able to create trial diocese org groups for demo purposes and testing with dioceses. I do not want a diocese to be able to create a trial diocese account in the pre-sales module.
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As a diocese Eva admin, I want the ability to send a message to all org group admins for org groups assigned to my diocese.
- ✔ As a Diocesan super admin, I want to designate an org group as a diocese in the pre-populated list of dioceses.
- ✔ As a Diocesan super admin, I want to ability to add a new diocese to the list of available dioceses
- ✔ As a Diocesan super admin, I want to assign parishes to a pre-populated list of dioceses in Eva
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As a Diocese Eva Admin, I want to create my own diocese groups.
- ✔ As a Diocese Eva Admin, I want to create a group based on a list of members generated by Beth.
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DISCUSSION POINT: As a diocese Eva admin, I want to create groups consisting of specific parish groups.
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- ✔ As a diocese Eva admin, where diocese-wide messaging is enabled, I want to send messages to all members of parish groups assigned to my diocese.