August 1st
2016
StoryPulse
Planned Scope for Client Version 3.2.0
Disclaimer ......................................................................................................................3
Purpose..........................................................................................................................4
Planned Scope...............................................................................................................4
Assessment Blocking.....................................................................................................5
System will block an end user from capturing assessments over a weekend................. 5
Activation Simplification...............................................................................................5
End users, rejoice! There is no need to enter a fake email address............................... 5
Minor UI Enhancements ...............................................................................................5
Better UI, Better experience...................................................................................... 5
Notes..............................................................................................................................8
Disclaimer
This document in any form, software or printed matter, contains
proprietary information that is the exclusive property of
FocalCXM. This document and information contained herein may
not be disclosed, copied, reproduced or distributed to anyone
outside without prior written consent of FocalCXM. This
document is for informational purposes only and is intended solely
to assist you in planning for the implementation and upgrade of
the product features described. It is not a commitment to deliver
any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and
timing of any features or functionality described in this document
remains at the sole discretion of FocalCXM. Due to the nature of
the product architecture, it may not be possible to safely include all
features described in this document without risking significant
destabilization of the code.
Purpose
This document provides an overview of the strategic product plans
for StoryPulse and related options from FocalCXM. It is intended
solely to help StoryPulse customers understand the value
proposition in upcoming releases.
Planned Scope
As of July 2016, the version of StoryPulse available in the market is
3.1.0. This document highlights the key areas of innovation
planned for the iPad version 3.2.0 as described below.
 Blocking assessments over weekends.
 Activation Simplification
 Minor UI Enhancements
 Minor Consent form Capture Enhancements
Assessment Blocking
System will block an end user from capturing assessments over a weekend.
 If the administrator of a pod configures the admin UI to
block assessments over weekends, then, the iPad will prevent
an end user from capturing assessments on the specified
days.
o Note: The weekend blocking feature requires a fresh
installation of the app and version 3.3.0 of the server.
Activation Simplification
End users, rejoice! There is no need to enter a fake email address.
 Until the previous versions, every StoryPulse user had to
enter a fake email to help the system understand the exact
CRM pod. From this version, the authentication username
will be leveraged to understand the CRM pod. This
simplifies usage and is more intuitive.
o Note: This requires version 3.3.0 of the server.
Minor UI Enhancements
Better UI, Better experience.
 Reduced Icons on the side menu.
 Enhanced assessment list view
o Better icons for Assessed, Unassessed and All
o Cleaner display of assessment type icons in the list
 Improved UI for Survey type of assessments.
 Consent form Capture Enhancements – Signature Screen
Added
Minor enhancements to the Survey type of Assessment.
Consent form Enhancements – Signature Capture screen added
iPad 3.2.0
Id Title
100113184
Client: Consent - iSales flow: Pre-population of default text in form assessment
through isales.
124730811 UI/UX - update the survey type of question on iPad.
121102457 iPad - Handle text type of question types.
122793781 Icons Reduction:
120496471
As a sales rep, I should be able to capture a likert question in a basic survey. This story
is the basic likert.
122794101 Fonts Consistency
126675521 Design app overlay screens for multi languages.
120478773
As a sales rep, I should not be able to select any assessment given that the day is
blocked by the administrator
127067173 iPad - initiate auto incremental update call when user leaves the application.
125131741 iPad - text type question - handle text type of question under survey assessment.
127146325 iPad - initiate auto offline activity push call when user leaves the application.
122794371 Taking a deep dive into each question to figure how to improve it.
126968809
iPad - Reload of any object should be happened on the foreground, user should wait
till the data gets loaded.
125116631 While pushing an activity in the offline, signature is not storing in DB.
126767321 Auto sync is not working for offline activities.
126375675 Check Language labels all over the app
122794051 Improving the Border and Edge Colors
122793971 Changing the colors of the right side pane in SP - make it similar to iSales
127275451
Minor Improvements to the assessment list view {Alignments, Positioning of UI
Elements}
Notes
Version 3.3.0 of the server is required for this version of the client.
FocalCXM will deploy the 3.3.0 of the server and then ship this
version of the client.

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StoryPulse Planned Scope Client Version 3.2.0

  • 1. August 1st 2016 StoryPulse Planned Scope for Client Version 3.2.0
  • 2. Disclaimer ......................................................................................................................3 Purpose..........................................................................................................................4 Planned Scope...............................................................................................................4 Assessment Blocking.....................................................................................................5 System will block an end user from capturing assessments over a weekend................. 5 Activation Simplification...............................................................................................5 End users, rejoice! There is no need to enter a fake email address............................... 5 Minor UI Enhancements ...............................................................................................5 Better UI, Better experience...................................................................................... 5 Notes..............................................................................................................................8
  • 3. Disclaimer This document in any form, software or printed matter, contains proprietary information that is the exclusive property of FocalCXM. This document and information contained herein may not be disclosed, copied, reproduced or distributed to anyone outside without prior written consent of FocalCXM. This document is for informational purposes only and is intended solely to assist you in planning for the implementation and upgrade of the product features described. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described in this document remains at the sole discretion of FocalCXM. Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.
  • 4. Purpose This document provides an overview of the strategic product plans for StoryPulse and related options from FocalCXM. It is intended solely to help StoryPulse customers understand the value proposition in upcoming releases. Planned Scope As of July 2016, the version of StoryPulse available in the market is 3.1.0. This document highlights the key areas of innovation planned for the iPad version 3.2.0 as described below.  Blocking assessments over weekends.  Activation Simplification  Minor UI Enhancements  Minor Consent form Capture Enhancements
  • 5. Assessment Blocking System will block an end user from capturing assessments over a weekend.  If the administrator of a pod configures the admin UI to block assessments over weekends, then, the iPad will prevent an end user from capturing assessments on the specified days. o Note: The weekend blocking feature requires a fresh installation of the app and version 3.3.0 of the server. Activation Simplification End users, rejoice! There is no need to enter a fake email address.  Until the previous versions, every StoryPulse user had to enter a fake email to help the system understand the exact CRM pod. From this version, the authentication username will be leveraged to understand the CRM pod. This simplifies usage and is more intuitive. o Note: This requires version 3.3.0 of the server. Minor UI Enhancements Better UI, Better experience.  Reduced Icons on the side menu.  Enhanced assessment list view o Better icons for Assessed, Unassessed and All o Cleaner display of assessment type icons in the list  Improved UI for Survey type of assessments.  Consent form Capture Enhancements – Signature Screen Added
  • 6. Minor enhancements to the Survey type of Assessment.
  • 7. Consent form Enhancements – Signature Capture screen added iPad 3.2.0 Id Title 100113184 Client: Consent - iSales flow: Pre-population of default text in form assessment through isales. 124730811 UI/UX - update the survey type of question on iPad. 121102457 iPad - Handle text type of question types. 122793781 Icons Reduction: 120496471 As a sales rep, I should be able to capture a likert question in a basic survey. This story is the basic likert. 122794101 Fonts Consistency 126675521 Design app overlay screens for multi languages. 120478773 As a sales rep, I should not be able to select any assessment given that the day is blocked by the administrator 127067173 iPad - initiate auto incremental update call when user leaves the application. 125131741 iPad - text type question - handle text type of question under survey assessment. 127146325 iPad - initiate auto offline activity push call when user leaves the application. 122794371 Taking a deep dive into each question to figure how to improve it. 126968809 iPad - Reload of any object should be happened on the foreground, user should wait till the data gets loaded. 125116631 While pushing an activity in the offline, signature is not storing in DB. 126767321 Auto sync is not working for offline activities. 126375675 Check Language labels all over the app 122794051 Improving the Border and Edge Colors 122793971 Changing the colors of the right side pane in SP - make it similar to iSales 127275451 Minor Improvements to the assessment list view {Alignments, Positioning of UI Elements}
  • 8. Notes Version 3.3.0 of the server is required for this version of the client. FocalCXM will deploy the 3.3.0 of the server and then ship this version of the client.