Consolidated User Stories
The table below shows the consolidated list of User Stories derived from the requests raised at the FInance & Non-FInance User Groups.
| Epic Link | Key | Summary | Description | Labels | Priority | Story Points |
| Approve Claims | FIN098-52 | View Outstanding Claims | As a...School Administrator I need...to see a list of all outstanding claims in my Dept (Approval Groups) So that...I can take action to get the claims approved | Could Have | 2 | |
| Approve Claims | FIN098-70 | Approve Claim | As a...Approver I need...approve a claim So that...the claim gets transferred to eFinancials to be paid | LegacyFeature, MVP | Must Have | 3 |
| Approve Claims | FIN098-71 | Query Claim | As a...Approver I need...query a claim So that...the claimant can correct any invalid information. | LegacyFeature, MVP | Must Have | 3 |
| Approve Claims | FIN098-51 | Unapprove Claim | As a...Approver I need...to be unapprove a claim So that...I can correct a claim I approved in error | Should Have | 1 | |
| Approve Claims | FIN098-72 | Modify Claim | As a...Approver I need...modify the details of a claim So that...I can correct minor mistakes | LegacyFeature, MVP | Should Have | ?? |
| Business Objects | FIN098-77 | BI Suite Universe | As a...System Administrator I need...a BI Suite universe created So that...I can create my own reports | BISuite, LegacyFeature, MVP | Must Have | 5 |
| Cash Advances | FIN098-42 | EPIC: Cash Advances | As a... I need...handle cash advances So that... | MVP | Could Have | 20 |
| eFin Export | FIN098-43 | View Attachments in eFinancials | As ... Accounts Payable I need...view receipts/documents in eFinancials So that...I can see the documentation against an eFinancials transaction record | Could Have | ?? | |
| eFin Export | FIN098-74 | Run eFinancials Interface Automatically | As a...System Admin I need...the eFinancials process to load the data from CLINK to eFinancials to run automatically So that...the manual process is removed | Could Have | 5 | |
| eFin Export | FIN098-75 | Manual Interface Process | As a...System Admin I need...run the eExpenses Load To CLINK interface process manually So that...I can move data into eFinancials if the auto-load process fails | Could Have | 3 | |
| eFin Export | FIN098-66 | Validate eFinancials Codes | As a...System Administrator I need...all financial code combinations to be validated against eFinancials So that...only valid code combinations are passed to be processed | LegacyFeature, MVP | Must Have | 2 |
| eFin Export | FIN098-69 | Approved Claims Interface to eFinancials | As a...System Administrator I need...approved claims to be automatically transferred to eFinancials So that...I do not have to do this task manually | MVP | Must Have | 3 |
| Manage Claim Items | FIN098-46 | Additional Reseach Information | As a...Financial Controller I need...additional information captured for research job codes So that...we can report to sponsors | Could Have | 5 | |
| Manage Claim Items | FIN098-36 | Add Claim Item | As a...Claimant I need...add a claim item So that...I can claim for the expense | LegacyFeature, MVP | Must Have | 5 |
| Manage Claim Items | FIN098-37 | Amend Claim Item | As a...Claimant I need...be able to amend a claim item So that...correct any mistakes, fill in missing information | LegacyFeature, MVP | Must Have | 2 |
| Manage Claim Items | FIN098-38 | Delete Claim Item | As a...Claimant I need...delete a claim item So that...I can remove items I don't want to, or can't claim for | LegacyFeature, MVP | Must Have | 2 |
| Manage Claim Items | FIN098-39 | Copy Claim Item | As a...Claimant I need...copy a claim item So that...don't have to re-key similar items | LegacyFeature, MVP | Must Have | 1 |
| Manage Claim Items | FIN098-40 | View Attachments | As a...Claimant I need...view the documents I have attached to the claim item So that...I can see what I have attached | MVP | Must Have | 2 |
| Manage Claim Items | FIN098-41 | Delete Attached Document | As a...Claimant I need...delete an attached document So that...I can remove unrequired/incorrect documents | MVP | Must Have | 1 |
| Manage Claim Items | FIN098-48 | Capture VAT Amounts | As a...Financial Controller I need...VAT to be captured, but not interfaced So that...I can review VAT to see if we can recover from HMRC. | LegacyFeature, MVP | Must Have | 1 |
| Manage Claim Items | FIN098-44 | Display Contextual Field Help | As a...Claimant I need...to be able to view quick help about why a field is required/what information is required So that...I know why I am keying in the data | Should Have | 2 | |
| Manage Claims | FIN098-19 | Choose Claim Approver | As a...Claimant I need...choose who approves my claim (person not group) So that...I know who is approving my claim | Could Have | 2 | |
| Manage Claims | FIN098-23 | Display Carbon Footprint | As a...Claimant I need...to see my green miles So that...I can see my carbon footprint | Could Have | 2 | |
| Manage Claims | FIN098-24 | Search Claim Items | As a...Claimant I need...to be able to search through my claim items So that...I don't claim for something twice | Could Have | 2 | |
| Manage Claims | FIN098-26 | Copy Item details | As a...Claimant I need...enter the details of a trip without re-keying the details So that...I don't have to constantly re-type the data | Could Have | 2 | |
| Manage Claims | FIN098-47 | View Total Owed | As a...Claimant I need...see a total owed on my dashboard So that...it is clear what expenses are outstanding | Could Have | 1 | |
| Manage Claims | FIN098-49 | Favourite Financial Codes | As a...Claimant I need...list of favourite financial codes So that...don't have to go through the whole list every time | Could Have | 5 | |
| Manage Claims | FIN098-50 | AP Attach documents | As a...Accounts Payable I need...attached documents to a claim So that...I can get rid of the paper copy | Could Have | 3 | |
| Manage Claims | FIN098-82 | IATA airport codes | As a Claimant I want the system to offer me a list of IATA codes for both departure and arrival airports when I'm entering a claim for a flight So that the Transport Office don't have to ask me for separate information | Could Have | 5 | |
| Manage Claims | FIN098-83 | Rail station codes | As a Claimant I want the system to offer me a list of train station codes for both departure and arrival stations when I'm entering a claim for a train journey So that the Transport Office don't have to ask me for separate information | Could Have | 5 | |
| Manage Claims | FIN098-12 | Display Claim Item Fields | As a...Approver I need...the appropriate fields to be displayed to the claimant So that...all the required information to approve the claim is provided | LegacyFeature, MVP | Must Have | 2 |
| Manage Claims | FIN098-15 | Claim Against Mutiple Approval Groups | As a...Claimant (who works for 2 schools) I need...I need to be able to claim against multiple approval groups So that...claim is correctly charged (approved) | LegacyFeature | Must Have | 1 |
| Manage Claims | FIN098-16 | Upload Electronic Receipts | As a...Claimant I need...upload electronic copies of receipts So that...I the claim is processed more quickly and there is no danger of losing the paperwork | MVP | Must Have | 13 |
| Manage Claims | FIN098-25 | Track User Claims | As a...Claimant I need...track the progress of my claim So that...I know when it has been authorised | LegacyFeature, MVP | Must Have | 1 |
| Manage Claims | FIN098-27 | Create Claim | As a...Claimant I need...Create a new expense Claim So that...get my expenses | LegacyFeature, MVP | Must Have | 2 |
| Manage Claims | FIN098-28 | Search for a Claim | As a...Claimant I need...find existing claim So that...I can view or edit the details of that claim | LegacyFeature, MVP | Must Have | 2 |
| Manage Claims | FIN098-29 | Edit Claim | As a...Claimant I need...edit the details of a claim So that...update what I am claiming for | LegacyFeature, MVP | Must Have | 1 |
| Manage Claims | FIN098-30 | Submit a Claim | As a...Claimant I need...to submit my claim So that...it can be approved | LegacyFeature, MVP | Must Have | 3 |
| Manage Claims | FIN098-31 | Print Claim | As a...Claimant I need...print my claim So that...that I can give it to my departmental administrator/forward to Accounts Payable | LegacyFeature, MVP | Must Have | 5 |
| Manage Claims | FIN098-32 | Copy Claim | As a...Claimant I need...copy a claim So that...I don't have to re-key similar or recurring claims | LegacyFeature, MVP | Must Have | 2 |
| Manage Claims | FIN098-33 | View Claim | As a...Claimant I need...view the details of my claims So that...I can see what the claim consisted of/check the details | LegacyFeature, MVP | Must Have | 2 |
| Manage Claims | FIN098-34 | Delete Claim | As a...Claimant I need...be able to delete a claim So that...I can start over if the claim isn't valid | LegacyFeature, MVP | Must Have | 2 |
| Manage Claims | FIN098-79 | Sign-in as proxy | As a proxy claimant I want to sign-in as a one of my proxied claimants So that I can manage their claims on their behalf | LegacyFeature, MVP | Must Have | 3 |
| Manage Claims | FIN098-11 | Find User to Proxy As | As a...Proxy User I need...be able to easily find the user I want to proxy So that...I don't have to scroll through a large list | MVP | Should Have | 2 |
| Manage Claims | FIN098-13 | Display Narrative on Printed Claim | As a...Claimant I need...appropriate text on my claim form So that...I know where to send it (and any receipts) | LegacyFeature, MVP | Should Have | 1 |
| Manage Claims | FIN098-14 | Restrict Expense Types | As a...Claimant I need...only see the expense claim types (Account Code) that are valid for my Job Code (research code) So that...I only see valid expense types | Should Have | 3 | |
| Manage Claims | FIN098-17 | Show My Approvers | As a...Claimant I need...know who the approvers for my claim are So that...I can chase them if the claim hasn't been approved | LegacyFeature | Should Have | 2 |
| Manage Claims | FIN098-18 | Show Proxy Status | As a...Proxy User I need...system to clearly show I am proxied as another user So that...I don't submit a claim for myself (or another user) by mistake | Should Have | 1 | |
| Manage Claims | FIN098-20 | Responsive Design of System | As a...Claimant I need...the system to work on multiple devices So that...update my claim from any device | Should Have | 5 | |
| Manage Claims | FIN098-21 | Display Expense Type Guidance | As a...Claimant I need...relevant guidance to the expense type I am completing to appear on the screen So that...I know what I can and can't claim for | Should Have | 2 | |
| Manage Claims | FIN098-22 | Sort Claim Items | As a...Claimant I need...sort my claim items So that...I know I have not missed any items | Should Have | 1 | |
| Manage Claims | FIN098-35 | Withdraw a Claim | As a...Claimant I need...withdraw a claim So that...correct any mistakes before approval | Should Have | 2 | |
| Manage Claims | FIN098-73 | Expenses Approver Dashboard | As a...Approver I need...a dashboard showing actions required So that...I know what claims are waiting my attention | LegacyFeature, MVP | Should Have | 3 |
| Manage Claims | FIN098-78 | View my proxy users | As a Claimant I want to see who can act as proxy for me So that I can check they have been set up ok | MVP | Should Have | 2 |
| Manage Claims | FIN098-81 | View payment status | As a Claimant I want to see if my claim has been paid So that I know the money has already been received into my bank account | Should Have | 2 | |
| System Admin | FIN098-45 | Maintain Expense Type Categories | As a...Claimant I need...expense types to be categorised So that...I don't have a massive list to scroll through. | Could Have | 3 | |
| System Admin | FIN098-62 | Add Expense Type | As a...System Admin I need...Add an expense type So that...user can claim against the expense type | LegacyFeature, MVP | Must Have | 8 |
| System Admin | FIN098-63 | Edit Expense Type | As a...System Admin I need...edit an expense type So that...user can claim against the expense type | LegacyFeature, MVP | Must Have | 5 |
| System Admin | FIN098-64 | Maintain Optional Expense Fields | As a...Developer I need...to identify all the different fields required for an expense type, and link optional fields to the expense type for capture So that...new expense types can be created dynamically by system admins | Must Have | 13 | |
| System Admin | FIN098-65 | Maintain Mileage Rates | As a...System Administrator I need...maintain mileage rates So that...I keep up to date with the rates from HMRC for claiming expenses. | LegacyFeature, MVP | Must Have | 2 |
| System Admin | FIN098-68 | EPIC: Maintain Rates | As a...System Administrator I need...maintain standing data So that...it is kept up to date | LegacyFeature, MVP | Must Have | ?? |
| System Admin | FIN098-80 | Custom validation rules | As a System Admin I want to be able to create/amend custom validation rules So that I can prevent users from inputting claims that don't comply with expenses policy | LegacyFeature, MVP | Should Have | 20 |
| User Admin | FIN098-56 | Setup User as eFin Supplier | As a...School Administrator I need...the user to be added to eFinancials as a supplier So that...the users expenses can be paid | eAuthorisations | Could Have | eAuthorisations |
| User Admin | FIN098-53 | Add user | As a...School Administrator I need...add new users So that...they can claim expenses | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| User Admin | FIN098-54 | Edit User | As a...School Administrator I need...edit a user So that...maintain their details in eExpenses | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| User Admin | FIN098-55 | Maintain User eFinancial Codes | As a...School Administrator I need...maintain a list of financial codes that a user can claim expenses against So that...they can only claim against the correct budget codes | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| User Admin | FIN098-57 | Maintain Users Authorisation Group Access | As a...School Administrator I need...assign one or more Authorisation Groups to a user So that...they know who to submit their claims to | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| User Admin | FIN098-58 | Maintain Authorising Group Access | As a...School Administrator I need...maintain a users access to authorise claims within one or more approval groups So that...the user can approve appropriate claims | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| User Admin | FIN098-59 | Maintain Proxy Access | As a...School Administrator I need...maintain a list of people a user has proxy access for So that...the user can complete and submit proxy claims | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| User Admin | FIN098-60 | Maintain Authorisation Groups | As a...System Admin I need...maintain Authorisation Groups So that...users can be granted access to approve claims. | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| User Admin | FIN098-61 | Maintain Authorising Group Members | As a...System Admin I need...add/remove school administrators from an Authorisation Group So that...I can restrict who can be grant/revoke access to an Authorisation Group | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| User Admin | FIN098-67 | View User | As a...School Administrator I need...view a user So that...I can check what access they have and what authorisation groups they belong too. | LegacyFeature, MVP, eAuthorisations | Must Have | eAuthorisations |
| WebFirst | FIN098-76 | Current WebFIrst Reports | As a...System Admin I need...the current WebFirst reports that have expenses data to be replicated for the new system So that...users of WebFirst can still see the commitment data | LegacyFeature, MVP | Must Have | 8 |