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