Rostima 2005 Use Cases

Actors
Rostima Consultant Rostima representative who installs and configures the system at client sites.
Administrator Responsible for security settings and system configuration after the system has been set up by the Rostima Consultant.
Manager Responsible for managing labour, including scheduling, scenario optimisation and analysis.
Supervisor Responsible for supervising labour, including scheduling, leave allocation and analysis.
Employee Able to interact with the system by viewing schedules, requesting leave, notifying of absence, requesing assignment to shifts.

Definition Wizard
Number User/s Interaction

UC-CM1 Rostima Consultant, Administrator Create / edit / view settings

UC-CM Rostima Consultant, Administrator Create / edit / view shift times
UC-DW Rostima Consultant, Administrator Create / edit / view work sites
UC-DW Rostima Consultant, Administrator Create / edit / view work areas
UC-DW Rostima Consultant, Administrator Create / edit / view work groups
UC-DW Rostima Consultant, Administrator Create / edit / view schedule rules
UC-DW Rostima Consultant, Administrator Create / edit / view working time rules
UC-DW Rostima Consultant, Administrator Create / edit / view break rules
UC-DW Rostima Consultant, Administrator Create / edit / view premiums
UC-DW Rostima Consultant, Administrator Create / edit / view / pay rates
UC-DW Rostima Consultant, Administrator Create / edit / view skills
UC-DW Rostima Consultant, Administrator Create / edit / view roles
UC-DW Rostima Consultant, Administrator Create / edit / view / types
UC-DW Rostima Consultant, Administrator Create / edit / view / contract types
UC-DW Rostima Consultant, Administrator Define event attributes

Configuration Manager / Security Settings

Number User/s Interaction
UC-CM Rostima Consultant Install Rostima 2005
UC-CM Rostima Consultant Define location of assemblies
UC-CM Rostima Consultant Define licence conditions
UC-CM Rostima Consultant Setup default roles & users, permissions
UC-CM Rostima Consultant Define industry & default industry attributes
UC-CM Rostima Consultant, Administrator Setup default system preferences
UC-CM Rostima Consultant, Administrator Define interfaces
UC-CM Rostima Consultant, Administrator Set schedule creation mode
UC-CM Rostima Consultant, Administrator Define default attributes for selected industry
UC-CM Rostima Consultant, Administrator Assign users to roles
UC-CM Rostima Consultant, Administrator Assign permissions to roles
UC-CM Administrator, Supervisor, Employee Setup user preferences
UC-CM Supervisor, Employee Subscribe to notifications
UC-CM Rostima Consultant, Administrator Setup calendar
UC-CM Rostima Consultant, Administrator Archive data
UC-CM Rostima Consultant, Administrator Define current product interaction
UC-CM Rostima Consultant Migrate existing data

Schedule Manager
Number User/s Interaction
UC-SM Supervisor Find schedules
UC-SM Supervisor Browse schedules
UC-SM Supervisor Create schedule
UC-SM Supervisor Create Manual Schedule
UC-SM Supervisor View Schedule by Grid, Gannt and histo
UC-SM Supervisor View Schedule Summary
UC-SM Supervisor Copy, Save, Delete, Rename Schedule
UC-SM Supervisor Edit schedule by Grid & Gannt
UC-SM Supervisor Import worksheets from Duty Planner
UC-SM Supervisor Import workload from Retail Planner
UC-SM Supervisor Batch rotate schedules
UC-SM Supervisor Schedule costing
UC-SM Supervisor Publish Schedule
UC-SM Supervisor Archive Schedule
UC-SM Supervisor Print / Export Schedule
UC-SM Supervisor Change schedule specific display setting
UC-TA Supervisor Receive notification of exception
UC-DW Supervisor Create / edit / view / workloads
UC-DW Supervisor Copy workloads
UC-DW Supervisor Import workloads

Time & Attendance

Number User/s Interaction
UC-TA Supervisor Record employee absence
UC-TA Supervisor View T&A per employee / workgroup
UC-TA Supervisor Print T&A reports
UC-TA Supervisor Find replacement for absent employee
UC-TA Supervisor Check compliance with working rules / pa
UC-TA Supervisor Calculate employee's holiday entitlement
UC-TA Supervisor Assign tasks to shifts
UC-TA Supervisor Export to Payroll
UC-TA Supervisor Receive notification of exception
UC-TA Employee Send notification of absence

Employee Kiosk
Number User/s Interaction
UC-EK Employee View / Edit Personal Info
UC-EK Employee View holiday entitlement
UC-EK Employee View schedule
UC-EK Employee Request shift change
UC-EK Employee Request allocation to shift
UC-EK Employee View available shifts
UC-EK Employee Receive notification
UC-EK Supervisor Send notification to employees
UC-EK Supervisor View / Approve shift change requests
UC-EK Supervisor Create / View / Employee personal info
UC-EK Supervisor Import schedules from Scheduler
UC-EK Supervisor Receive notification
UC-DW Supervisor Search / browse employees
UC-DW Supervisor Create / edit / view employee details
UC-DW Supervisor Create / edit / view teams

Leave Planner
Number User/s Interaction
UC-LP Employee View holiday entitlement
UC-LP Employee View blockout periods
UC-LP Employee View public holidays
UC-LP Employee Request leave
UC-LP Employee View status of leave requests
UC-LP Supervisor View approved leave per employee
UC-LP Supervisor View / approve leave requests
UC-LP Supervisor Set blockout period
UC-LP Supervisor View schedule
UC-LP Supervisor Print report
UC-TA Employee Receive notification

Analytics
Number User/s Interaction
UC-AN Supervisor Print report/s

UC-AN Supervisor Export report/s

Duty Planner

Number User/s Interaction

UC-DP Supervisor Define event specific display preferences
UC-DP Supervisor Create / View / Edit event schedule
UC-DP Supervisor Import event schedule
UC-DP Supervisor Link events
UC-DP Supervisor Create / View / Edit resource requirement
UC-DP Supervisor Define fixed resource requirments
UC-DP Supervisor Create worksheet
UC-DP Supervisor View worksheet by filter
UC-DP Supervisor View events
UC-DP Supervisor View activities
UC-DP Supervisor View workload summary
UC-DP Supervisor Export workload

Retail Planner
Number User/s Interaction
UC-RP Supervisor Import POS data
UC-DP Supervisor Export workload

Payroll
Number User/s Interaction
5 Use Cases

system has been set up by the Rostima Consultant.

misation and analysis.
ation and analysis.
ve, notifying of absence, requesing assignment to shifts.

Details

period size, workload units, start of schedule week, shift start / end boundaries / empty schedule cell text
allowable shift starts, ranges, bands (day, evening, night)
name, description
name, description, work groups
default role, key codes, hours of operation
name, description, shift length, days / hours per period, continuous days on / off, day off, min. rest / start variance, max. start times, shift progression
name, description, shift length, days / hours per period, continuous days on / off, day off, min. rest / start variance, max. start times, shift progression,
start / end boundary, paid flag, min. shift length, time before break start, break range duration
name, description, pay rate, start / end time, premium, days, applies to whole/part shift
name, description
name, description
name, description, preparation/de-preparation time, % part-time ratio, max. # part-time lines assign to role: primary/other skill/s, schedule rules
name, description of: leave, training, languages
name, description, details of employee contracts, pay rates, priority
 Details
Oracle or SQL?

max. # employees, sites, modules

may be overridden by Supervisor in definitions
ustry attributes
language, colours, fonts
types (eg workload, event schedule, POS, HR records), file format, columns required etc for each interface (only if subscribed to Interfacing module)
manual or automatic
selected industry

eg only supervisors may approve leave or view employee rating, only certain users can see certain modules
data views, colour, font, language - override system default?
at scheduled times or when an event occurs eg attendance exceptions, employee reaching salary cap
public holidays, special events
schedules, employee records, define archive periods
datbase locations, data to import

Details
by work area, work group, date range
by work areas & work groups & date range
based on work area, work group, date range, options (eg rotating, PT, breaks, variable durations, sliders), show statistics (eg creation status, # combinations, cost, utilisation, hou
using work area, work group, name, date range, # FT/PT lines
by FT or PT. Columns: employee #, day, Rows: shift line for an employee
info, settings, statistics

shifts (start/end time, role, breaks, attendance), employee assignment (random, preference, seniority), lines, general editing (cut, copy, paste, drag/drop)
only if licenced for Duty Planner
 options: date range, work area, work group, shedules, columns, format, footer
schedule font size, show roles flag, show comments flag

workgroup, skill, start time/day, ends time/day, duration, units, quanitity

only allow import if licenced for interfacing module?

Details

Leave & Training reconciliation

Dependent on configuration settings (eg Working Time Directive), & Definitions (eg Max. hours per week)
y entitlement
previously done by Duty Manager
only if licenced for interfacing
eg absence, exceeding Working Time Directive

Details
eg Availability preferences

sends notification to supervisor if supervisor is subscribed

available shift, change schedule, personal details update
available shift, change schedule

or is this in definitions?

employee details update

filter by: work group, name, number. Display: number, work group, name, FT/PT, gender, address, phone etc
check with licencing agreement before allowing new employee. Fields: number, work group, name, FT/PT, gender, address, phone, roles, training, licences, languages, availability
name, description, work group, leader, role, size

Details
also in employee kiosk
any periods which employer has requested staff to be available
to exclude from leave request
sends notification to supervisor if supervisor is subscribed
type, start / end date, status, notes

(sends notification to employee if employee is subscribed) type, start / end date, status, notes

to ensure there is sufficient staff to cover workload

leave availability by employee, only if licenced for reporting?
leave approved / denied

Details
Unit Manager report, Operations Manager report, Operations Director Report, employee info
Leave & Traininig reconciliation, Attendance by shift/day/workgroup, daily staff shift, shift swap report
Print daily worksheet by team, schedule reports
to excel, lotus, html, word
Details
eg BA flight in yellow, Q flight in green

uses format as defined in configuration

ie activities
eg cleaning

for Scheduler

Details
only if licenced
for Scheduler

Details
Exceptions

only if licenced for Duty Planner

Exceptions

only if licenced for interfacing module

Exceptions
Exceptions

Only if subscribed to notification

Exceptions
Only if subscribed to notification

Only if subscribed to notification

Exceptions

Only if subscribed to notification

Exceptions
Exceptions

Exceptions

Exceptions
Use case title: Create / edit / view settings
Use case id: UC-CM1

Description: Rostima Consultant wants to specify the default criteria to be used for all Schedule Groups at a client site.

Actors: Rostima Consultant

Preconditions:
Rostima 2005 is fully installed at the client site.
Rostima 2005 is working properly.
Rostima Consultant has logged into Rostima 2005.
Rostima Consultant has navigated to the Definitions module.

Task sequence
Rostima Consultant clicks on "Settings"
Rostima Consultant selects the desired "Period Size" from the dropdown list
Rostima Consultant selects the desired "Workload Units" from the dropdown list
Rostima Consultant selects the desired "Start of Schedule Week" from the dropdown list
Rostima Consultant selects the desired "Shift Start / End Boundaries" from the dropdown list
Rostima Consultant enters the desired "Text to display in empty cells of Schedule grid" in the textbox
Rostima Consultant clicks on "Save"
Rostima Consultant closes Definitions module screen

Postconditions:
The changed settings is saved to the database.

Unresolved issues:
What happens if one of the settings is not in the dropdownlist? What happens if no setting is selected?

Authority: Steve Aitken

Modification History:

Date: December 20, 2004

Author: Ruth Fisher

Description: Initial Version

chedule Groups at a client site.

Exceptions (need to create separate usage scenarios for these)

Desired setting is not in dropdown list

Desired setting is not in dropdown list
Desired setting is not in dropdown list
Desired setting is not in dropdown list

Save fails

g is selected?