This excerpt from a Design Specification document shows how I capture the essential elements of a highly transactional, task-oriented application site:
A descriptive Overview of functionality with a Workflow map. This is the context for all that follows.
Identification of Stakeholders/Actors and critical Use Cases (tasks). It's important to identify who's permissioned to do what.
Page Screenshot with description of the primary functions and their affiliated Business Rules. Here's the "meat" of the interaction.
1. Execution Overview
1.1 Overview
You can create or edit Executions and add Purchase Contracts and Sales Contracts to their affiliated Loadings. Every Execution consists of one or more Loadings. Every Loading consists of one or more Purchase Contracts and one or more Sales Contracts.
1.3 Stakeholders & Actors
The Execution Staff can view, create and edit Execution records and their affiliated Loadings. They can Settle Loadings. They cannot manage Overfills and Underfills.
Traders and Trade Admins can view Executions and Loadings. They cannot Settle Loadings. They can manage Overfills and Underfills.
Accountants can view Executions and Loadings. They cannot Settle Loadings. They cannot manage Overfills and Underfills.
| Task | Function | Use Case | Permission |
| Search & Select | Search & select Executions and Loadings | UC14 | Execution Staff, Trader, Trade Admin, Accountant |
| Create Execution | Create new record | UC11 | Execution Staff |
| Edit Execution | Edit existing record | UC12 | Execution Staff |
| Create Loading | Add Purchase Contracts, Add Sales Contracts | UC15 | Execution Staff |
| Edit Loading | Add Purchase Contracts, Add Sales Contracts | UC16 | Execution Staff |
| View Execution / Loading | Print Loading, Settle Loading | UC13, UC17 | Execution Staff, Trader, Trade Admin, Accountant |
| Manage Overfill | Contract overfilled | UC19 | Trader, Trade Admin |
| Manage Underfill | Contract underfilled | UC20 | Trader, Trade Admin |
2. Execution section (edit / create)
Execution Staff can create and edit (Traders, Trade Admins and Accountants have View-Only permission).
2.1 Select Executions and Loadings (UC14)
Clickable items in the Search Results table go to either Edit or View pages, depending on your permissioning.
| Item | Type | Description | Bizrule |
| Search Results Table | table | Populated by system: Execution ID, Vessel Name, Loading ID, Loading Type, Status, Profit Center, Commodity Group, B/L Date, Loaded Quantity, UOM |
BR155 |
| Execution ID | link | Go to Edit Execution page. | BR127 |
| Loading ID | link | Go to Edit Loading page. | BR128 |
| Add+ | link | Go to Add Loading page. | BR148 |
| Settle | link | Begin Settlement process. | BR160 |
| Create New Execution | button | Go to Create Execution page | BR156 |
Cross-Reference to Business Rules
