Utility management (ONB05US03)

1. Problem Statement

Core Problem

Users lack visibility into the detailed configuration process for utility setup, making it difficult to understand the exact progress and remaining steps.

Pain Points

• Inability to track specific configuration steps
• Unclear which steps are completed or pending
• No clear indication of mandatory vs. optional configuration steps

2. Who Are the Users Facing the Problem?

System Admin

• Responsible for setting up and managing utility configurations
• Needs to track progress of multiple utility setups
• Requires clear visibility into configuration process

3. Jobs To Be Done

For System Admin:

• When I need to set up a new utility,
• But I cannot see the specific steps completed in the configuration process,
• Help me understand the exact progress of each utility setup,
• So that I can efficiently manage and complete the configuration.

4. Solution

Key Capability Areas

1. Progress Tracking
   • Detailed step-by-step configuration progress
   • Visual indicator for completed and pending steps
   • Step completion status

5. Major Steps Involved

1. Navigate to Setup Dashboard
2. Select a utility to configure
3. View detailed configuration steps
4. Complete each configuration step
5. Track overall and individual step progress
6. Receive guidance on remaining steps

6. Flow Diagram

7. Business Rules

• All 6 configuration steps must be clearly defined
• Progress percentage must accurately reflect completed steps
• Mandatory steps must be clearly distinguished
• Users cannot complete utility setup without finishing mandatory steps
• Required Fields:
  • Utility Name (marked with asterisk *)
  • Email (marked with asterisk *)
  • Contact Number (marked with asterisk *)
  • City (marked with asterisk *)
  • Address (marked with asterisk *)
• Optional Fields:
  • Website URL
  • Logo Upload
• Field Validations:
  • Utility Name: Must be filled with a valid utility name
  • Email: Must be a valid email format (example shows contacts@example.com)
  • Contact Number: Must follow proper phone number format (example shows (123) 456-7890)
  • City: Must be selected from a dropdown menu
  • Address: Must contain a complete address
  • Website URL: Should follow proper URL format if provided (example shows https://www.example.com)
• User Actions:
  • "Cancel" button: Likely discards form data and closes the dialog
  • "Save Utility" button: Submits the form data and adds the utility to the system
  • "Click to upload logo" area: Allows users to upload a utility company logo
• UI Elements:
  • Modal/Dialog box with close (X) button in top-right corner
  • Dropdown selection for City
  • Text input fields for other data
  • File upload mechanism for the logo

8. Sample Data

• Utility Name: Metropolitan Water District
• Email: contact@metrowater.com
• Contact Number: (415) 555-8734
• City: San Francisco
• Address: 1234 Reservoir Avenue, San Francisco, CA 94110
• Website URL: https://www.metrowater.com
• Logo Upload: [Metropolitan Water District logo file]

9. Acceptance Criteria

1. The system must display a detailed breakdown of 6 configuration steps
2. Each step must have a clear status (Not Started, In Progress, Completed)
3. Users must be able to see which steps are mandatory
4. The overall progress percentage must match completed steps
5. Users should receive guidance on incomplete steps
6. The configuration dashboard must be intuitive and easy to navigate

10. Process Changes

11. Impact from Solving This Problem

12. User Behavior Tracking

13. Wireframe

https://orgflow-simplifier.lovable.app/