Step By Step Visit: Overview

The described functionality is delivered as a snippet and is out of the standard CT Mobile solution.

Please consult with your Customertimes team regarding the implementation of the functionality stated below.

Use the snippet to divide the entire visit into separate steps to be done during the visit.

  • The exact steps and their order are configured for each project.

  • You can skip these steps during your visit, or they may be required.

Customization is carried out in the following order. Each Visit type is defined in a separate Dialog Layout setting.

  • Link to Snippet 1 page;

  • Functional design;

  • Estimation of the implementation.

The order of the settings
Snippet Configuration Snippet Developer Team Projects with Snippets Product Roadmap Improvement Backlog
  • List of components for deployment;

  • Admin guide;

  • Test cases for implementation.

List of people with names and roles.

List of projects done with the snippets.

Some expectations regarding when the snippet is to be included in the scope of the product.

List of JIRA tasks related to the snippet improvement.

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