Refine demo plan terminology and steps for clarity; update client and staff onboarding processes

This commit is contained in:
Achintha Isuru
2026-02-03 14:32:05 -05:00
parent 627c19ed0b
commit 08751a47c3

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@@ -69,11 +69,11 @@ To start the demo you should clean the database running the next command:
--- ---
### Demo 1: Register Business & Show Empty States (Client App) ### Demo 1: Register Client & Show Empty States (Client App)
**Purpose:** Show the client onboarding experience and empty states **Purpose:** Show the client onboarding experience and empty states
**Steps:** **Steps:**
1. Open Client App → Tap "Register" 1. Open Client App → Tap "Create Account"
2. Enter business email, and password. 2. Enter business name, email, and password.
3. Navigate to home page 3. Navigate to home page
4. **Point out:** Empty dashboard, no orders, no workers, clean slate 4. **Point out:** Empty dashboard, no orders, no workers, clean slate
@@ -82,9 +82,10 @@ To start the demo you should clean the database running the next command:
### Demo 2: Register Staff & Show Empty States (Staff App) ### Demo 2: Register Staff & Show Empty States (Staff App)
**Purpose:** Show the worker onboarding experience and empty states **Purpose:** Show the worker onboarding experience and empty states
**Steps:** **Steps:**
1. Open Staff App → Tap "Register" 1. Open Staff App → Tap "Sign Up"
2. Enter phone number and verify with OTP code 2. Enter phone number and verify with OTP code
3. Navigate to home page 3. Follow the steps to add the personal details.
3. Navigate to home page.
4. **Point out:** Empty shifts list, no available work yet 4. **Point out:** Empty shifts list, no available work yet
--- ---
@@ -117,6 +118,7 @@ To start the demo you should clean the database running the next command:
- Home: Coverage stats, upcoming shifts - Home: Coverage stats, upcoming shifts
- Orders: Posted shifts with workers assigned - Orders: Posted shifts with workers assigned
- Coverage: Real-time worker status - Coverage: Real-time worker status
- Payments: Recent invoices and payment history
**What to Notice:** **What to Notice:**
- Coverage percentage for today's shifts - Coverage percentage for today's shifts
@@ -127,9 +129,9 @@ To start the demo you should clean the database running the next command:
--- ---
### Demo 5: Client Creates a New Hub ### Demo 5: Client Creates a New Hub
**Screen:** Hubs Tab → "Add Hub" button **Screen:** Home page top right hand corner settings → "Add Hub" button
**Steps:** **Steps:**
1. Navigate to Hubs tab in bottom navigation 1. Navigate to Hubs page
2. Tap the "+" or "Add Hub" button 2. Tap the "+" or "Add Hub" button
3. Fill in hub details: 3. Fill in hub details:
- Hub name: "Downtown Convention Center" - Hub name: "Downtown Convention Center"
@@ -149,7 +151,7 @@ To start the demo you should clean the database running the next command:
> >
>Worker Applies [O4] >Worker Applies [O4]
> >
>Confirmation (This Part is missing for now, for now is confirmed)*[O5] >Confirmation [O5]
> >
>Worker Checks In [O6] >Worker Checks In [O6]
> >
@@ -160,26 +162,26 @@ To start the demo you should clean the database running the next command:
### Demo 6: Client Creates New Order - [O1] ### Demo 6: Client Creates New Order - [O1]
**Purpose:** Walk through the shift creation process **Purpose:** Walk through the shift creation process
**Screen:** Orders Tab → "Post" button **Screen:** Orders Tab → "Post an Order" button or "+ Order"
**Action:** Create a new shift for upcoming event **Action:** Create a new order for upcoming event
**What to Fill:** **What to Fill:**
- Order name: "Spring Gala 2026" - Order name: "Spring Gala 2026"
- Date: [Select upcoming date] - Date: [Select upcoming date]
- Vendor: [Select existing vendor]
- Location: [Select existing hub] - Location: [Select existing hub]
- Add position: Server, Count: 3, Hours: 5PM-9PM - Add position: Server, Count: 3, Hours: 5PM-9PM
--- ---
### Demo 7: Client Views Order Details ### Demo 7: Client Views Order Details
**Purpose:** Show detailed shift information and worker assignments (this second part is missing for now) **Purpose:** Show detailed order information and worker assignments
**Screen:** Orders Tab → Tap on any order card **Screen:** Orders Tab → Tap on any order card
**Action:** Expand order to see full details **Action:** Expand order to see full details
**What to Notice:** **What to Notice:**
- Event name and location - Event name and location
- Roles needed (e.g., "2 Servers") - Roles needed (e.g., "2 Servers")
- Clock in/out times
- Estimated cost - Estimated cost
- Coverage percentage bar - Coverage percentage bar
@@ -202,12 +204,13 @@ To start the demo you should clean the database running the next command:
**What to Notice:** **What to Notice:**
- Today's Shifts section (confirmed shifts for today) - Today's Shifts section (confirmed shifts for today)
- Tomorrow's Shifts section - Tomorrow's Shifts section
- Recommended Shifts section (available shifts to apply for)
--- ---
### Demo 10: Staff Browses Available Shifts - [O3] ### Demo 10: Staff Browses Available Shifts - [O3]
**Purpose:** Show how workers discover and view available work **Purpose:** Show how workers discover and view available work
**Screen:** Shifts → "Find Work" **Screen:** Shifts → "Find Shifts" tab
**Action:** Browse the list of available shifts **Action:** Browse the list of available shifts
**What to Notice:** **What to Notice:**
@@ -220,11 +223,11 @@ To start the demo you should clean the database running the next command:
### Demo 11: Staff Applies for Shift - [O4] ### Demo 11: Staff Applies for Shift - [O4]
**Purpose:** Show the application process from worker side **Purpose:** Show the application process from worker side
**Screen:** Shift Details → "Apply Now" button **Screen:** Shift Details → "Book" Shift button
**Steps:** **Steps:**
1. Tap on an available shift to view details 1. Tap on an available shift to view details
2. Review business name, location, pay, requirements 2. Review business name, location, pay, requirements
3. Tap "Book Shift" 3. Tap "Book" Shift button
4. See instant confirmation 4. See instant confirmation
--- ---
@@ -248,15 +251,14 @@ To start the demo you should clean the database running the next command:
**What to Notice:** **What to Notice:**
- Live worker status (Checked In, En Route, Late, Not Arrived) - Live worker status (Checked In, En Route, Late, Not Arrived)
- Color-coded status badges (green, yellow, red) - Color-coded status badges
- Worker contact information - Worker information
- Real-time updates as workers check in
--- ---
### Demo 14: Staff Checks In to Shift (Day of Event) [O6] ### Demo 14: Staff Clock In to Shift (Day of Event) [O6]
**Purpose:** Demonstrate the check-in process **Purpose:** Demonstrate the check-in process
**Screen:** Home or My Shifts → Shift Card → "Check In" button **Screen:** Home -> Clockin page -> Clock-in slider
**Action:** Simulate checking in to an active shift **Action:** Simulate checking in to an active shift
**What to Notice:** **What to Notice:**
@@ -265,9 +267,9 @@ To start the demo you should clean the database running the next command:
--- ---
### Demo 15: Client Sees Check-In Update - [O6] ### Demo 15: Client Sees Clock-In Update - [O6]
**Purpose:** Show cross-app interaction and real-time updates **Purpose:** Show cross-app interaction and real-time updates
**Screen:** Client App → Coverage Tab **Screen:** Client App → Coverage Page
**Action:** Press the update button on the top right to refresh worker statuses **Action:** Press the update button on the top right to refresh worker statuses
**What to Notice:** **What to Notice:**
@@ -277,15 +279,13 @@ To start the demo you should clean the database running the next command:
--- ---
### Demo 16: Staff Checks Out of Shift - - (this is under fixing)[O7] ### Demo 16: Staff Clock-Out of Shift - [O7]
**Purpose:** Demonstrate the check-out process and shift completion **Purpose:** Demonstrate the clock-out process and shift completion
**Screen:** Home or My Shifts → Shift Card → "Check Out" button **Screen:** Home -> Clockin page -> Clock-out slider
**What to Notice:** **What to Notice:**
- Check-out timestamp automatically recorded - Check-out timestamp automatically recorded
- Status changes to "Completed" - Status changes to "Completed"
- Total hours worked calculated automatically
- Shift moves from active to history
--- ---
@@ -298,7 +298,6 @@ To start the demo you should clean the database running the next command:
- Worker status changes to "Completed" - Worker status changes to "Completed"
- Check-out time displayed alongside check-in time - Check-out time displayed alongside check-in time
- Total hours worked visible - Total hours worked visible
- Shift marked as complete in orders list
- Cost finalized based on actual hours - Cost finalized based on actual hours
--- ---
@@ -309,11 +308,9 @@ To start the demo you should clean the database running the next command:
**Steps:** **Steps:**
1. Navigate to Profile tab in bottom navigation 1. Navigate to Profile tab in bottom navigation
2. Review profile sections: 2. Review profile sections:
- **Profile Info:** Name, photo, contact details, date of birth - **Profile Info:**
- **Statistics:** Total shifts worked, average rating, reliability score - **Emergency Contact:** Contact details for emergencies
- **Bank Account:** Linked payment account for direct deposit - **Bank Account:** Linked payment account for direct deposit
- **Certificates:** Food Handler, ServSafe, Background Check status
- **Documents:** ID verification, work authorization
- **Tax Forms:** W-9, I-9 compliance documents - **Tax Forms:** W-9, I-9 compliance documents
- **Time Card:** Historical shift records with hours and earnings - **Time Card:** Historical shift records with hours and earnings
--- ---