Use Case Description Example
Use Case Description Example
Record contact Filled The user enters or changes information about a contact with a potential organizational donor, subscriber, marketing partner, etc. 1. The user indicates that information about a contact is to be entered 2. The system allows the user to: a. Provide identifying information for the person or organization involved in the contact (the non-staff participant) b. Exit the use case 3. The system: a. displays information from pre-existing records in the system about contacts with persons by staff members, etc. b. allows the user to: i. select one of the existing records for modification ii. indicate that a new record is to be entered iii. indicate that a different set of identifying information should be entered iv. exit the use case 4. The system prompts the user for: a. Contact date (default current date) b. Staff member involved in contact (pick list or similar, not free text, default current user?) c. Remarks (free text) d. Completion status (completed, planned, etc.) e. Contact subjects (might include grant, donation, marketing partnership, magazine criticism, etc.) f. Type (subscriber feedback, marketing, etc) g. Contact method (email, conversation) If the contact was a letter, the system will prompt the user for i. The body of the message ii. The type of letter (email, surface mail, etc.) If the method is conversation, the system will prompt the user for i. Description of conversation ii. Method (telephone, meeting, conference call, etc.) iii. Participants The system also prompts the user to indicate what action to take with the information displayed/altered by the user: h. Delete the displayed record i. Save to database j. start anew for this contact, discard changes k. select a different person/organization for use, discard changes 5. If the user has selected save in step 4, the system displays the information entered and prompts the user to indicate when they are finished viewing that information 6. The system stores the information and returns the user to step 2 1. At step 3, if the user selects different set of identifying information, the system returns the user to step 2 2. At step 4, if the user selects start anew, the system returns them to step 4, displaying the information originally present on the record before step 4, or to a blank screen in the case where a new record is being entered. 3. At step 4, if the user selects select a different record, the system discards any changes made by user and returns the user to step 2 1. At step 3, if no records matching the information provided by the user at step 2 are pre-existing, the user is still presented with the standard step 3 display,
Alternative Paths:
Exception Paths:
P. 2 of 3.
1. 1. 1. 2. 3.
The user has appropriate privileges for working with contact information Any classification codes, etc. to be applied to this record have already been entered into the system. Information identifying the person or organization involved in the contact has already been entered into the system before this use case is started. Information modifications entered by the user are appropriately stored in the system.
1. 1.
Notes 1. The usual mechanism for the user to exit the use case is to select exit at step 2.
P. 3 of 3.