Note: Descriptions are shown in the official language in which they were submitted.
CA 02544915 2006-04-25
1. DoCtJI~ENT DETAILS
............................... ... ................
................................................................. ---
............................ -- .......... ........................... . .
t. i. t/ er si ons
First draft printed on April 21, 2006.
2. INTRODUCTION
"Suppose there were an online service that allowed you to deliver important
messages to [your child/your
grandchild/the child you are close to] at selected dates in the future. For
example, imagine this child has just taken
his or her first steps. You could use pictures, video, voice recordings,
and/or text to record exactly how you felt,
and the save it to a special website. Then you could have this message
released to the child when they grow up,
become a parent, and their own children begin to walk.
You could tell them how you felt all those years ago and describe how they
must be feeling now. Such a message
could be delivered even if you passed away."
Targeted mainly at young parents and the people close to young children, the
Message in a Bottle (MIB) website
fills a presently underserved niche by enabling people to send messages to
loved ones and release them at a future
date.
The purpose of this document is to define, at a high level, the requirements
and features of the MIB website.
Five basic types of users play a role in the MIB website:
= Account Owners (OWNER)
= Message Recipients, initially, these users will be young children
(RECIPIENT)
= Message Contributors, including friends and family (WRITER)
= The general public, interested in researching the service and signing up for
an account (PUBLIC)
= Administrators, who will be responsible for managing user accounts, offering
customer support and tracking
transactions (ADMINISTRATOR)
This list is be described in greater detail in Section 3 (Terminology)
In order to satisfy the needs of all five groups, five separate areas have
been built:
= An area that will market the service to the general Public. This site will,
in all likelihood, include an
overview of features, a demo site and an order form.
= An area that allows Owners to manage the recipient's account, create
messages and solicit message
contributions from Writers.
= An area where Writers can make contributions to Recipient accounts.
= An area that allows Recipients to view their messages
= An area that allows administrators to manage user accounts, offer customer
support and track transactions.
In short, an Owner can set up an account, specifying a particular Recipient.
Various Writers store text, audio and
video clips to the account, specifying the date at which this information is
to be made available to the Recipient.
The Recipient visits the site and logs in under his username and password,
being given access to any unlocked
messages and seeing how many messages are still locked.
CA 02544915 2006-04-25
The Recipient can securely store and update his e-mail address on the
database. The site sends e-mail messages
to the Recipient notifying him when a message becomes unlocked, so that he can
visit and review the message.
There is also a direct link from the e-mail to the unlocked message on the web
site, which passes through the
logon phase and expedites the process.
TARGET AUDIENCE
= The most likely people to purchase the service included:
o Young adults aged 18-30
o Grandmothers
o Women in general
MIB believes that a focused marketing effort on Women aged 18-34 and new
grandmothers would have the
greatest impact. For the time being, MIB will be offering their services in
the US and Canada.
While many users may access the site at work where they have access to a high
speed internet connection, the
developer of the site must also consider that many users will be accessing the
application from home. According to
Nielsen//Netratings, 55% of home users in the US now have broadband internet
access.'
3. TERMINOLOGY
...
t~on -~~ Owner The owner can be defined as the person who creates the
recipient account.
In most cases, the owner will have paid for the account and will continue to
renew the account on a yearly basis. The owner will have the power to create
their own messages and manage messages submitted by Writers.
_ - ... _.. ,..._ ~
Recipient The recipient, in most cases, will initially be a child. Recipients
will have the
ability to log in to their own personalized site and view messages submitted
by the owner and writers.
. ~. . - ___..._
Writers ? For each owner account, a list of message contributors will be
defined. These
writers may include relatives and friends. Writers have the ability to create
messages and submit them to the owner for approval. Writer accounts may
have the ability to make message contributions to more than one recipient
account. Public This group consists of visitors to the MIB public site. They
are all potential
customers - interested in acquiring more information about the service and
purchasing new owner accounts.
Administrator MIB requires two levels of administration:
= Super users - this administrator account type provides complete
access to administrative tools and reports
= Junior users - this account type allows a customer service
representatives to manage user accounts only.
1 http://www.clickz.com/stats/sectors/broadband/article.php/3463191
CA 02544915 2006-04-25
4. TECHNICAL GUIDELINES
4.1 . Browser Specifications
.............. .......... ._
The following browsers are supported
- Explorer6
Netscape6 - This also includes Mozilla.
4.2. Screen Resoiution
Because we are targeting a large proportion of home web users, a screen
resolution of 800*600 is the best
course of action.
4.3. Accessibility Guidelines
The site has been developed in accordance with the W3C Web Content
Accessibility Guidelines - Checkpoints
1 & 2. http://www.w3.org/WAI/intro/wcag.php
5. USEP-, REQUIREMENTS
In this section we define the common processes and user requirements that are
encountered at each stage of
the consumer lifecycle. Once these requirements have been successfully
identified, and prioritized, we can
map technical specifications to each.
blic Site Requirements
High Medium Low
Priority Priority Priority
Learning About the Offering
General selling points /
Detailed Feature Set Overview /
Demo site /
Proof of Credibility /
Trial Account /
Becoming a Customer
Collection of user information including /
account owner's contact information and
information about the child
Selection of account type /
Coupon Redemption /
Payment Mechanism (e-commerce). /
Confirmation of Payment /
Account owner and child site access /
information
Marketing
Refer a friend /
Automated Follow up on Trial Accourit /
Renewing an Account
Reminder of account expiry /
Payment Mechanism (e-commerce) /
CA 02544915 2006-04-25
Support
A mechanism for asking questions about /
offerings and billings
Forgot Password /
Child Search/ Request to be added to list /
of contributors
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Account = Requirements
High Medium Low
Priority Priority Priority
Site Security
Secure Login /
Managing Messages
Add, edit, delete messages and include /
multimedia content
Customizing Message template /
Approve messages that have been /
submitted by others
Scheduling messages and notification /
Managing site file-size /
Managing the Child's Site
Creating a welcome message /
Selecting a site design template /
Managing Account Information
Update Contact Info /
Update Billing Info (renew billing) /
Update Child Contact Info /
Add, edit, delete other contributors /
Upgrade Account /
Marketing
Refer a friend /
Support
A mechanism for asking questions about /
offerings and billings
Message Requirements
High Medium Low
Priority Priority Priority
Site Security
Secure Login /
Managing Messages
Add, edit, delete messages and include /
rnultimedia content
Scheduling messages and notification /
Managing Account Information
Update Contact Info /
Marketing
Refer a friend /
Support
A mechanism for asking questions about /
offerings.
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Recipient Requirements
High Medium Low
Priority Priority Priority
Site Security
Secure Login /
Viewing Messages
/
View, delete messages including
multimedia content
Receipt of notification when a message /
has become available
Presentation
Custom Template /
Custom welcome message /
Managing Account Information
Update Child Contact Info /
Support
A mechanism for asking questions about /
offerings.
Marketing /
Refer a friend /
. . Requirements
High Medium Low
Priority Priority Priority
Site Security
Secure Login /
Managing Users
Add, Edit, Delete User Accounts /
Automated Removal of expired users /
Administrator Reports /
To-be-discussed /
Marketing
Create special promotion codes /
Download of expired and current /
customer lists for email marketing
Support
A mechanism for answering questions /
about offerings and billings
CA 02544915 2006-04-25
6. APPLICATION SPECIFICATIONS
........... .......... .............
The MIB requires two different URLs. While the actual URL has yet to be
finalized, this document uses
electronicmessageinabottle.com for discussion purposes.
www.electronicmessageinabottle.com (Website 1)
The purpose of this site is to convert Public browsers to buyers by offering
information about the service and
allowing them to purchase online.
www.myelectronicmessaaeinabottle.com (Website 2)
Designed for Owners, Writers and Recipients, this area of the site includes
the creation and receipt of messages.
Administrators also have a secure area on this site which allows them to view
reports and manage accounts.
6.1. Features included in www.electronicmessageinabottle.com (Website 1}
The public facing side of of MIB's business is relatively simple. A few static
HTML pages have been created to help
educate the public about the service and establish credibility. A means of
processing payments is also integrated
into the site.
An initial site architecture has been created to help further define the
content and functionality that has been built
into the site. (Shown below)
Message in a Bottle
Site Architecture Version 1
Public Site
Home
1.0
Main Menu Footer Menu Ove~~ L___-_ [erfriend ...._._.. i _- I -
rview Free Trial Si n U FA. Contact Us Support Terms 8 pnvacy Policy Copyright
g p 6.0 y.0 Conditions II 9.0 10.0 11.0
2.0 3.0 5.0 80 _
.
Confirmation/
Demo Thank You Payment
2.1 3.1 4 1
Confirmation/
Thank Vou
4.2
i. Module 1 Educating Users and Establishing Credibility
a. Presentation of the concept
CA 02544915 2006-04-25
b. Detailed Terms and Conditions
c. FAQ
d. Demo
e. Free trial offer (30 days)
f. Refer a friend (On the footer of every page)
2. Module 2 Registration
The registration system is able to do the following:
a. Allow users to choose a payment plan (Gold, Silver, Bronze or Gift)
b. Allow users to set up multiple accounts at the same time for one or more
years.
c. Enter an optional Coupon Code
d. The ability to buy the service as a gift and assign ownership to a third
party. The purchaser is able
to print a gift certificate after purchase
e. Receive email confirmation of the approved payment and account access
details
f. Send an email to the administrator notifying them of the new account
3. Module 3 Find an account: (Same as module 5 in website 2) Allows owners to
invite new
writers to their account and allows writers to search for, and request access
to recipient accounts.
These modules are described in greater detail in Section 7.3 and 7.4
6.2. Features included in www.myelectronicmessageinabottle.com (Website
')
........ ....... ... ............ ................ _........
................... For this web site we have to consider several different
kinds of users including: Owners, Recipients, Writers and
Administrators. For these four kinds of users, there are some common pages and
features such as the login page
and the message creation feature, but in many cases, the pages that will
display upon login will depend greatly on
the user's permission set. For example the owner is the only user type to be
able to approve all messages
submitted by writers prior to sending them to his/her recipient.
Draft site architecture has been created to describe the functionality
included in each site.
CA 02544915 2006-04-25
Owner
Message in a Bottle
Site ArchitecWre Version 1
Owner Site
ForBOtPasswortl
Li~O tlt
H130
Main uPnu Focler hlenu
M e n
MasaeB TM1enk Yo
ThankYou Msn epeWrllers qtltlqtlacM1 rPraview 134.1~ 12fi.1
menl aasa6e
12.1 1 12.1.2 12.3.1 12.3.2
nv'Z WZners
Thank Y
13.].3 u
Writer
Message in a Bottle
Site Architecture Version I
VJriter Site
Login Forgot Passwortl
110 1t1
Hom
120
Maln Lienu Footerhlena
113 11.0
LMessage
Thank you Recipient Search Atltl Altachment Preview 121
12.1.1 131 12.3.1 Message
12.3.2
RequeslWrirer
3talus
13.1.1 Thank You
p 233
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Recipient
Message in a Bottle
Site Architecture Version 1
Recipient Site
login H Forgot Password
11.0 11.1
Customized
Home
14.0
[Main Menu Footer Menu
~---..-- ~
My Account , Messages (View FAQ Contact Us Su~ El.nrdi,,~.n's
mprivacy Policy Copyright n0er, Delete) 125 6.0 8.0 9.0 10.0 12.4
i
Thank you Message
12.1.1 12.4.1.
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Administrator
Message in a Bottle
Site Architecture Version 1
Administrator Site
Login
11.0
Administrator
Home
14.0
~..,..._,._... -----
~ -----..._..----
Main Menu ISuper ueer 0nry
_t
F::t:E d Orsministtor Coupon Crealion
I CSV List
Add Transactions Usage Coupon Claims
Download 4.4.1 14.4.2 14.4.3
Account List Account List 12.2 Administrator 1
14.3.1 14.2.1 14.1.1
Thank You
14.1.1.1
Account Details I
14.2.2
Thank You
14.2.1.1
While each site is different, there is a degree of overlap amongst the
features. We have identified 5 modules that
can be shared between the four sites.
1. Module 1 Manage my account: allows users to manage the properties
associated with their account
including address, billing information etc.
2. Module 2 Message creation: designed to allow Owners and Writer to create
and schedule messages;
upload multimedia files; and preview and manage messages.
3. Module 3 Get my messages: This area allows recipients to view their
messages.
CA 02544915 2006-04-25
4. Module 4 Administration: Offering two levels of access (customer service
and super user), the
administration module empowers users to access and edit customer accounts;
generate reports; and create
promotional coupons.
5. Module 5 Find an account: Allows owners to invite new writers to their
account and allows writers to
search for, and request access to recipient accounts.
The 5 modules are described in greater detail below.
6.3. WEBSITE 1JModuie'1: Educating Users and Establishing Credibility
_ .... .... _. ......... ....._.
The goal of the module is to educate users about the service and convince them
to try it, either as a trial user or a
subscriber.
ge User Details
Home All This page includes:
1.0 users . A basic explanation of the service and value proposition.
= The goal is draw users in to the site further by enticing them with the free
trial.
Overview All This page includes:
2.0 users = A detailed explanation of value proposition and features.
= Testimonials
Demo All This page includes:
2.1 users . The demo will either show a working version of a recipient
account, or
= offer screen shots of key features
FAQ All = Includes answers to frequently asked questions
users
Page 5.0
Contact Us All = Includes email address and toll free phone number
users
Page 6.0 = Includes information about the company and explains where the idea
came
from.
Terms and All = Describes the terms of service
Conditions users
Page 8.0
Privacy Policy All = Describes how user information collected through the site
is stored and used
users
Page 9.0 = This should be drawn up by a lawyer
Copyright All = All rights reserved.
users
Page 10.0
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ge User Details
UNDEFINED All users = Blank page for future use.
Page
6.4. WEBSITE 1/Module2: Registration
. Details
Free Trial All Allows users to try the system for 30 days then upgrade to a
paid account:
3.0 users = This is a web based form. It collects all necessary user
information
including:
o first name
o last name
o email
o phone number
o Username
o Password
o Recipient First Name
o Recipient Last Name
o Recipient Username
o Recipient Password
o Specifics question as Pet name, Best movie are asked to the user.
This information is in case of a forgotten password.
= Once the user has signed up, they will receive an email confirmation
including account access information. They are automatically forwarded to
page 12.1 My Account, then transferred to 12.2 customize welcome
message.
. If the account expires before the user has signed up for a paid account, an
automated email is sent reminding them to sign up.
Sign-Up All = This page describes the four available payment plans and server
space
4.0 users allocations: WITH EXAMPLES... I.E. UNLIMITED TEXT, 5 VIDEOS OF 2 MIN
WOULD FILL THE BRONZE...LINK TO EXPLANATION OF PLANS, PAGE 5.0
FAQ.
o Gold
o Silver
o Bronze
o Gift
= Once the user has chosen a plan, they are taken to a payment processing
page (4.1)
Payment All = Payments are processed using a third party tool such as Magma
eCommerce
4.1 users http://wwwi.magma.ca/corporate/ecommerce/index.cfm
= The following information is collected:
o first name
CA 02544915 2006-04-25
o last name
o email
o phone number
o Username
o Password
o Recipient First Name
o Recipient Last Name
o Recipient Username
o Credit Card Type (ie. Visa)
o Credit Card Number
o Credit Card Expiry
o CW
o Billing Address
o Optional Coupon Code
= User information (including an encrypted credit card number) is stored in
the
database.
= The user is then taken to a screen confirming their purchase.(4.2)
Confirmation/ All = Confirmation page thanks the user for their purchase and
displays their
Thank You users account information.
4.2 = Once the user has signed up, they also receive an email confirmation
including account access information. They are automatically forwarded to
page 12.1 My Account, then transferred to 12.2 customize welcome
message.
6.5. WEBSITE 2/Modulel: Manage My Account
.. ..11 ........._.. ........... ...... ................... .... .......... ---
---- ............. ... ......._
Owners, Writers and Recipients will all need the ability to view their account
information and update their profile.
. Details
My Owner Each user account (owner, writer, recipient) is associated with the
following basic
Account Writer information:
12.1 Recipient = first name
= last name
= email
= phone number
= username
= password
This information can be updated by logging in to this page on the owner,
writer or
recipient sites. Once the information is saved, the database is updated and
the user is
shown a thank you page (12.1.1)
Additional Owner-only information
0 Credit Card Type
CA 02544915 2006-04-25
ge User Details
= Credit Card Expiry Date
= Credit Card
= Encoded Credit Card number
= Billing Address
= Account Expiry Date (Read Only)
= Recipient First Name
= Recipient Last Name
= Recipient Username
= Recipient Password
Thank You Owner = Displayed after a change has been made to account
information (12.1)
12.1.1 Writer
Recipient
Manage Owner = Displays a list of writers associated with an account.
Writers Recipient = Owners can remove existing writers from the account or
invite new writers to
12.1.2 join.
= Owners can remove Writers from reminder list.
= Owners can also approve requests to allow new writers to contribute to the
recipient account.
Invite Owner = Writers may contribute to more than one recipient account. This
page allows
Writers Recipient owners to search for a writer by email address.
12.1.2.1 o If the writer account already exists in the system, the owner can
invite
them via email to become a contributor.
o If the writer account does not exist, the owner can invite the writer via
email to create a writer account.
Create Owner The Owner is able to select a recipient account and send a
message to all writers
message Recipient associated with this account.
for writers The Writers will receive this message by email.
12.1.2.2 The owner is prompted upon registration to create a reminder notice
to writers. All
writers are added on list by default owner will choose frequency of reminders
and will
also build reminder from the tools of the custom introduction page.
NB: Only Owners are able to create messages to the writers defined within the
account.
Recipient Writer = Writers may contribute to more than one recipient account.
This page allows
Search writers to search for a recipient account and request permission from
the
13.1 owner to allow them to contribute to a recipient account.
= Owners may search for recipients by entering their email address and
requesting the writer's presence.
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ge User Details
Manage Owner = Owners may have access to all messages defined for the account.
From this
message Writer page Owners can Create/Edit/Delete any of his own messages
12.4 Recipient = Owners could also approve or disapprove (delete) messages
sent by writers.
Owners would be the only person capable of taking this action. No writers
would be able to approve or disapprove the message from others writers.
= Writers have access to only the messages they have created. They could
Create/Edit/Delete any of their own messages.
= Recipients have access to their available message in two specific modes
(view
and delete). Messages are viewable based on the release date specified by the
owner or writer.
6.6.1t~EBSiTE 21Module 2: Creating messages
Pag Details
Create Owner Any owner or any writer defined in the application is able to
create a new message for
message Writer an account. However, they must be associated with this
particular account. (Either as
12.3 the owner or one of the invited writers)
In the new message the owner or the writer will define:
= Message title
= Message text, with basic word processing function, IE spell check, font,
colour...
= Templates for colour and theme (Xmas, birthday, fall, spring, winter...)
= An option for multi-language will be implemented in the second phase of
website. This future implementation needs to be considered in creation of the
website.
= Delivery date (specific date or period for the delivery)
Add Owner Depending on the type of account, a contributor could have the
option to associate a
attachment Writer voice or a video message with the text message.
12.3.1 This page will offer a specific page to:
= select attachment
= upload attachment in the website
Files formats:
Formats available for voice messages include MP3, WMA (Windows Media Audio)
Formats available for video messages include MOV (Quicktime), MPEG
NB: We will not propose to upload any WAV files because of it size.
Files size:
A limit for voice messages is currently 2Mb
A limit for video messages is currently 10Mb (These sizes may vary as MIB
refines
it's business model.)
CA 02544915 2006-04-25
tJ. Details
NB. It is desirable to advise users of best practices for creating and
uploading voice
and video messages. This document will explain the method and the tools
required to
create voice and video message with a Webcam, a Camera or a video Camera.
Preview Owner This page presents the same look and feel as the page used to
present the message to
message Writer the recipient.
12.3.2 It offers the owner or the writer a way to validate his/her message and
have a view of
the result. After the preview, the owner or the writer is able to go back to
the page
12.3 in edit mode to modify his/her message.
Thank you Owner After validation of the preview the owner or the writer is
presented with a "Thank you"
12.3.3 Writer message for his contribution.
6.7. WEBSITE 2/Madule 3: Get my message
. Details
Manage my Recipient = The recipient uses the same page as the one used by
owners and recipients to
messages have access to the message list. However, he could only view a
message or
12.4 delete a message or download a message.
NB: This action is available according to the message status. Messages are
delivered
based on the release date specified by the Owner or Writer.
= The recipient is able to see the total number of messages by time period.
o Number of message for the next 2 years: 25 messages
o Number of message for the next 2-5 years: 65 messages
o Number of message for the next 5-10 years: 125 messages
View Recipient = The recipient uses this page to view the detailed message
selected on the
message page 12.4. He is able to see:
12.4.1 o The text of the message
o Identify the name of the author (owner or writer)
o Identify the date of message creation
o Listen the voice message
o View the video
CA 02544915 2006-04-25
' ge User Details
Voice Recipient = The recipient uses this page to listen to the voice messages
uploaded by the
message owner or a writer.
12.4.2 = NB. The user will need to install the correct plug-in in order to
hear the file.
Video Recipient = The recipient uses this page to view the video messages
uploaded by the
message owner or a writer of the account associated with the recipient.
12.4.3 = NB. The user will need to install the correct plug-in in order to
view the file.
Notice to Recipient = Recipient will have the option to define his email
address, so a notice of
recipient of unlocked message is automatically sent upon unlocking of a
message.
unlocked
message
Reply to Recipient = Upon reading message, recipient has a box to directly
transfer him to his e-
writer mail outbox and the title is automatically added to the subject line.
The email
address of the writer and the object of the message is also included.
7.8 WEBSITE 2/Module 4: Administrator pages
. Details
Administrator Customer = This page offers different levels of access depending
on the type of
home page service administrator (customer service/super user):
14.0 Or o Super Users have access to all administration pages
Super o A Customer Service user only has access to owners' information and
user their associated accounts.
Administrator Super = A Super User is the only profile type that can access
this page
accounts user = Lists administrators and their properties
14.1 = The page offers functionalities to sort the list and add, edit and
delete
administrator or access to an administrator on the edit page.
CA 02544915 2006-04-25
ge User Details
Create/Edit Super = A Super User is the only profile type that can access this
page
or Update a user . Required Informantion:
administrator
o First Name
14.1.1
o Last name
o Email
o Alternative Email
o Phone
o Fax
o Profile (Super User or Customer service administrator)
o Password.
List of Customer = Displays a list of Owners and Allows user to:
owners service o Sort the list by name, by date, by type or by status (in
ascending or
14.2 Or descending order)
Super o Filter according to a set of user-defined properties (ie. expired
user account, account that are scheduled to expire in 3 months, etc.)
List of Customer = This administrator will see the list of accounts available
for the selected
accounts service owner.
14.2.1 Or
Super
user
Account Customer = From this page, administrators may view information about a
specific
Details service account:
14.2.2 Or o Account date creation
Super o Account last modification
user o Account owner name, email, hone, fax...
o Account recipient first name, last name, birthday
o Account expiry date...
Add a note Customer = The administrator can use this page to define a note for
the account used
14.2.2.1 service on the previous page.
Or = This page offers functionality to be able to collect notes or information
Super collected or sent by the client.
user
Send a Customer = The administrator can use this page to send a specific
message to the
message to a service account owner select page 14.2.2 and this message can be
sent to the
account Or owner and to the writers defined for this account.
owner
Super
14.2.2.2 user
Account Customer = The administrator uses this page to define search criteria
to list specific
search service accounts. He can:
14.3 Or o View all expired accounts
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' ge User Details
Super o View all expired accounts in the past 3 months
user o View all expired accounts in the past 6 months
o View only Trial accounts
The default selection is to view all expired accounts.
Account Customer = This page produces a customized list of accounts based on
the search
Search service criteria made on the previous page. (14.3)
Results Or = The administrator can select one or more accounts to send a
Reminder of
14.3.1 Super account expiry. The application will generate a mailing to any
account
user selected in the list.
= The process offers the ability to be able to send email to a specific type
of
owner (prospect who used trial version, actual account owner...)
Reports Super = The administrator uses this page to access the list of reports
available in the
14.4 user system.
Transaction Super = The administration uses this report to see:
report user o Number of accounts created during a certain time period
14.4.1 o Payments for that period
Usage report Super = The administration uses this report to see:
14.4.2 user o Number of messages created for a period
o Number of writers created for a period
o Number of messages create by account
o Number of accounts created for a period
o Number of messages created by writers
Coupon Super = The administration uses this report to see:
Claims Report user o Coupon Code
14.4.3 o Redemption rates
Coupon Super = Coupons can be used to allow discounts for a certain time
period.
creation user . Administrators can generate new coupon codes using this tool.
14.5
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7.9 WEBSITE 2lModule 5: Find a account
........................ .............
...............................................................................
.....
................................................................__.._..........
...............................................................................
.............................................. .............................
._................ .............
_....._..
. ........... . .......................................................
= . Details
Find an Owner = The page offers search functionalities to the user to
determine whether an
account Or account already exists in the system. Criteria of search are:
15.0 Writer o First name
Or o Last name
Customer o Email
service . The result will only produce a result as
Or o Account available
Super o Or account not available
user
NB: we also present the status of the account (account expire, or account
expire
Or Public in 3 moths...)
I
- _........ ......... ...... ..._.. .... _..__ ............. ...... _..._.
..... ..
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7. DETAILS OF THE DATABASE
The database is defined in such a way that it will collect and store all
information related to the owner of the
account, the Writer defined for a particular account, the recipients
associated with the account, the messages
defined for the recipients and all other information.
This Visio document defines the conceptual model of the database and the
relationships between these concepts.
Administrator
Owners
Pay for and Manages
have manages
Creates his
and
manages
Writers Accounts
Create
have
Messages
Access to
Recipients
One owner could have one or more account(s).
One account is defined per recipient.
Writers are defined for a specific account by the owner.
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Key Pages
The next section of this document provides an idea of how key pages of the
application could be approached.
Another approach is described in the attached Appendix.
S. WEBSITE 2: MODULE 1 MANAGE MY ACCOUNTS
8. 1. Manage my Profile (12.1)
Page role
On this page, the owner of an account could access his profile and modify his
profile.
Description of this page
Administration page for the owner _
Last Name 'David
, __.. _..
rulaiiage Ownet First Name Fyan
. . . =
~ Login nJr~~, ~r~ ...............
, ,. ~ ~- -- -- - - - . .
- -_....
--- - - ~
My Password
....... ~~I~~ .. ..... {~._ ..._ _ ......'""" _ ___ . _,... _______
Contirm My Password
__
- - -
Writer Password
- ~- - - ..- ........................
....~ ,Rddress 2011 4;ent Street
City pttavv a
__
';tate un
gfJ 3H'D
Postal Code k.~
Canadd
country
____..___..._ -______ _...- ___
~ [_.._..
13) 455 8969
Phone (6
!
. ....._ ___~.. ~ ....................... ____.._._._ ---- _____......... _ .
..,
Fax (~13) 455 8970
Emdil ,j~ia id rYar~~ ~cuuperators.ca __.._w._a..._
__
Date of creation 112004?12ALB .
_
Sa~,e Car~cel
-------- -- --- -- - ------- - - -------- -- - --- ---- -- ------ ---
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Actions on this page
Modify a property of his Modify the profile.
profile
Validate the new field Save the new field definitions in the system
definition
CLICK ON SAVE
Cancel the new field No update of the account property
definition
CLICK ON CANCEL
Access to a others Access to the account page to view the list of accounts
options Access to the list of writers
CLICK ON LEFT MENU Access to messages
8.2. Website 2/Module 1: Manage Writers (12.1.2)
Page role
On this page, the owner of an account defines or modifies the list of Writers
of the accounts.
How it works
Writers can be associated with a number of accounts. The Owner of the account
simply searches for and invites
the writer to be a contributor. Conversely, Writers can search for a Recipient
account and make a request to the
Owner to allow them to be contributors.
Owners may be associated with several Recipients. Owners can define the Writer
accounts for each Recipient
under their control.
For example:
Two brothers are defined as recipients for one Owner Account, an uncle could
be defined as a contributor for both
accounts. However, the Writer, in this case, the Uncle, would only need to log
in to one account in order to make
contributions to both brothers.
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Description of this page in classic mode for all accounts
Manage writers
Select aaccourrt i All
_ ~. ~~--
Grand mother +'~ 41
I~RQIlSI~11'~II!I~~.rJ~ ~~
Chl~~ ci =~~~~ith Uncl~ F i~ Delete
All Jeanne Ro;~ Aurit Edit Delete j
Chloe Luce Nlicrele LEDUC Grand I\~other Edit Detete
All Ivlark Denis DE'V'I~ Uncle Edit Delete
AII Mary Lucy DUPOND Frierd Eiit Gelete
Luke I,~li~_e D e a n Eronsori Uncle El:_iit Delete I
Chloe Peter hP ,'~ 1-!N Uncle E: it Delete Peter Pierre l,oui-a LEGRAND
Brother Edit Delete~
Description of this page in classic mode for a specific account
If we select a specific account we will see the specific writers associated
for this account.
Manage writers
Select a act;otntt
I Grand mother
E i,t Delrt~
Chlue C?~1ri:J Smith
Ch~loe Luce itirlichele LEDU17- Grand kdother Edit DpIpte
Ch! _jQ pet?r 1 1.F~t;r~P,l riCle L~_i t Delete Actions on this page in
classic mode
Associating a writer with
an account. Select a accoliiit Chloe
DEFINE IN LIST BOX AII
AND CONTINUE
Peter
Luke
The owner will select an account in the list to specific in which account the
new
CA 02544915 2006-04-25
writer will be defined.
If the owner uses the value All, the contact will be defined for all accounts
owned by that particular Owner.
To add a new Writer Define the properties associated with the new Writer and
validate with ADD
DEFINE AND CLICK ON
ADD
Edit one of the actual Click on EDIT link and view the next screen in EDIT
MODE
Writer
CLICK ON EDIT LINK
Delete a Writer in the Delete the Writer in the list
list
CLICK DELETE
Access to owner account Access to the page to manage the account
management
CLICK ON LEFT MENU
NB1: If we delete a writer we need a window to confirm deletion and an option
to delete or keep all
messages already written by this writer.
NB2: Writer could have one of these titles:
= grand-mother
= grand-father
= uncle
= aunt
= mother
= father
= step-mother
= step-father
= sister
= brother
= step-sister
= step-brother
= friend
= cousin
= other
Description of this page to edit a Writer
I ~ ~ I m ~ II II IIIII ~ .~ I~~ ~,_~
Fiit Chlne ~~ad' ;i ~mith Unde yp~ialc afii;aiC!V Ici
Chloe L~_ice fvli~hele LEDUC Gi-and Mother ~'~ct
C.hic,e P;-tMr NAR.GCfJ UncleEdlt DqINte
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Actions on this gage in edit mode
Modify one of the Define a new property and click on update link to modify the
value in the
properties and validate system.
CLICK ON UPDATE LINK
Cancel the modification Cancel Writer modifications
CLICK ON Cancel
Delete a Writer Delete Writer from the system
CLICK On DELETE
9. WEBSITE 2: MODULE 2 CREATE MESSAGE FOR A RECIPIENT
--------------- - ------------------------------ - -- -- ------- --------------
-- --------
9 .1. Create message (page 12.3)
Page role
On this page, any owner or any contributor connected to the application will
be able to define a new message for
one account (if they are associated with this account).
How it works
Users may create the new message and define the delivery date.
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Description of this page in creation mode
Create a new message
rhame [Vdinter F4nt FArial - :-] 0o10ur Black B .1
Message title Ryan
_.~....~.~ ..__. _, _ ~.~._._.~. .
------------ _ .......
- Message G
_
~ rv1c-;nth 1-1, Yeari 2005
Delivery date ~ Age 10
~..._...._
~ d e1N,cred cm Eithday date
- -.- __
Add video file 6ru~}rue...
. -..................... .......... ............. .... ..
-
._____.._ m _.- __-___..______ . ... ..... ,
,Add voice file ~ 6rov~se..
~ -- ............_.-----------_
. ... ... . ...... .__
SavY Gancel
Actions on thispaae in creation mode
Define the new message Define the message title
Define the message
Define a delivery date
Use the format toolbar Define specific theme
Define specific Font, color, Font format (bold, italic, underline)
Define bullet
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Add a video file Click on browse button present on video line
CLICK ON BROWSE
Add a voice file Click on browse button present on voice line
CLICK On BROWSE
Description of this page in edit mode
The page will be the same but in edit mode. An owner or a writer could modify
his/her original message and could
modify the delivery date.
9.2. Message list (page 12.4)
Page role
This page has the same structure for Owners, Writers and recipients. It
displays a list of available messages.
= Owners have access to all messages, including those scheduled for future
release and those submitted by
Writers.
= Writers have access to the messages they have created, including those
scheduled for future release.
= Recipients have access to the messages - but they will only be released to
them on the date specified.
= Recipients could specify a range of dates to present the messages defined
for this period.
Working
Owner Create/View/ and Delete any message and edit their own message
Writers Create/View/Edit and Delete their own messages
Recipient View/Delete and download any of their messages available according
to the delivery
date.
Manage messages list
~il~, ~,U' _~ ~ 1 llt De~t~t?
~le~;a~ ~ list '- ,'y ,ia , U 1F' 'OU~ ~ ,~C~ 0 Ye, El P,~le~~Sayc I u~ _~ 4t
yCc,ro
iV1e~= ~ge for you ea rs ~~~C)/1012005 09/09/2008 Yes No Edit Delete
Mess,-1.-1e 11=1r ;rC,ii 0 9/1012i.1 i No Ni: F~i,t FrletP
Actions on this page in edit mode
~ ..
Define the new message Click on New message menu
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Edit a message in the list Click on edit link present in the list, this action
will redirect the user to the
message creation in a specific mode (edit mode)
Delete a message Click on delete link
Sort message list Some sorting functionalities will be available to be able to
sort message by Title,
by Creation date or by Delivery date.
10a WEQSITE 2: MODULE 4 ADMINISTRATOR
-- ----- - ----------------------------------------------------- - - ----- - -
- --- - ------------------------------- - - -----------------------------------
-------- ----- --------------------------------------------
10.1. Owner list (14.2)
Page role
On this page, the administrator will see and sort the list of owners.
Description of this page
Manage Owners list
David I Editi
Uuill~~urrie S e rn blra t 5 O;i,"~~ Edit
'a ri dy v~'c~ods. 4 0~~ E'-iit
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10.2. Page to select a specific account (14.2.1)
Page role
On the previous page, the administrator has chosen an Owner account to view.
This page presents a list of all
recipient accounts associated with this owner
Select a account
XJ7 i 85 g58 5/5/2005 112~00100 AM Master Cloe VietiF IMI
UK88Y96Y 10110f2005 1"L7:U0:U0 ti1%,,1 ~,~isr3 Luke View OK~iti996~6 ...~
~lf5t"~005 1200 00 1~~1 'v'is;~ Peter~ V?
~~
10.3. Page to view account details (14.2.2)
Page role
On this page, the administrator sees all properties of the account.
= Recipient First Name
= Recipient Last Name
= Period of the account
= Expiry date
= Others properties
Account Detail
Account NumberiX383293490
- -- - - - -- ---
Account last paiement ''LO 5'05115 .
.......
Status
Recipient Cf~loe ,
_..._-_ . _
1U04'12108
Date ot creation
Save Carca_I
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.4. Reports {14.4}
Page role
On this page, the administrator has access to the list of reports available.
Working
On this page the administrator may chose the kinds of statistics he wants and
the criteria used to generate
statistics.
Description of this page
Generate Statistics
- - - ---- - --------- --------
,T~rl pe of search
0 Logins fior c-i per-ic;_i
4>> [b1rSSa C eS i, i"e ;at8 fOr" a K_;NI-I r,[~
_J
_ - ~.~. .~.
_ __
Sele_Ct.
_a account _I_ I All Accounts Start Date End Date
1
D,1 vIv1'-~2 y uo7 D tvi 11 ~Y 200 5
_...
~-- ~.--- - __ _
Generate Cancel
For this periode 800 messages have been created
--- - - ----- ------
Actions on this uaae
Define the type of
statistic
Select one specific
account or select ALL
ACCOUNTS
Select a start date and a
end date
Generate the result with
GENERATE button
View the result Depending on the type of Report selected, the report will be
presented on
another page:
= Transactions report:
= Usage report:
= Coupon Claims:
