Primary Use Case: Location Check-in & Visit Tracking

Background Overview

Field sales and service teams need to track their location and activities for efficiency and accountability. Without mobile tracking, it's difficult to verify visits and optimize routes. This primary use case describes location check-in, visit tracking, and activity monitoring for mobile teams.

Goals & Value

• Real Recording: Accurate location and time tracking for field activities.
• Task Collaboration: Enable team coordination for field operations.
• Review & Improvement: Analyze field activities for optimization.
• Accountability: Verify field team activities and performance.

Participating Roles

• Field Sales: Check in at customer locations and track activities.
• Field Service: Record service visits and issue resolution.
• Sales Managers: Monitor team location and performance.
• Operations: Analyze field activity patterns and optimize routes.
• IT Team: Maintain location tracking systems and privacy controls.

Primary Scenario User Story

As a field sales manager, I want to track team locations and visit activities in real-time, so that I can verify field activities and improve team efficiency.

Sub-scenario Details

Sub-scenario A: Location Check-in

• Roles & Triggers: Field staff arrive at customer locations.
• Main Process:
  1. Field staff use mobile app to check in at customer locations.
  2. System captures GPS location, timestamp, and customer information.
  3. Verify check-in accuracy and authenticity.
  4. Record visit purpose and expected duration.
• Success Criteria: Accurate location capture; verified check-ins; complete records.
• Exceptions & Risk Control: GPS accuracy issues; check-in fraud prevention; privacy protection.
• Metric Suggestions: Check-in accuracy, location verification rate, privacy compliance.

Sub-scenario B: Visit Activity Tracking

• Roles & Triggers: Need to track activities during visits.
• Main Process:
  1. Record visit activities (meetings, presentations, demos).
  2. Capture notes, photos, and documents.
  3. Log issues discussed and next steps.
  4. Update customer records with visit information.
• Success Criteria: Complete activity logging; useful documentation; updated records.
• Exceptions & Risk Control: Data entry errors; incomplete information; document storage.
• Metric Suggestions: Activity logging completeness, documentation quality, record update rate.

Sub-scenario C: Route Optimization

• Roles & Triggers: Need to optimize field team routes.
• Main Process:
  1. Analyze historical visit patterns and travel times.
  2. Suggest optimal routes and visit sequences.
  3. Consider traffic and geographic factors.
  4. Update routes based on real-time conditions.
• Success Criteria: Efficient routing; reduced travel time; improved productivity.
• Exceptions & Risk Control: Route suggestion accuracy; traffic data reliability; last-minute changes.
• Metric Suggestions: Route efficiency, time savings, productivity improvement.

Sub-scenario D: Performance Monitoring & Reporting

• Roles & Triggers: Need to monitor field team performance.
• Main Process:
  1. Track visit frequency and duration.
  2. Monitor location accuracy and check-in compliance.
  3. Generate performance reports and dashboards.
  4. Identify top performers and improvement areas.
• Success Criteria: Accurate metrics; useful reports; actionable insights.
• Exceptions & Risk Control: Data accuracy; report generation; performance bias.
• Metric Suggestions: Performance metrics, report accuracy, improvement impact.

Scenario-level Test Case Examples

Test Preparation: Prepare mobile tracking app, location services, reporting dashboards, and route optimization tools.

Test Case A-1: Customer Visit Check-in (Positive)

• Prerequisites: Field sales at customer location.
• Steps:
  1. Sales opens mobile app at customer site.
  2. Completes check-in with visit details.
• Expected Results:
  • Location and time recorded accurately.
  • Visit information captured.
  • Customer record updated.

Test Case B-1: Route Optimization (Negative)

• Prerequisites: Sales has multiple customer visits scheduled.
• Steps:
  1. System analyzes optimal route.
  2. Provides route recommendations.
• Expected Results:
  • Efficient route suggested.
  • Travel time reduced.
  • More visits completed per day.

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