Skip to main content

Use Case: Assign Callback (UC-001)

Metadata

  • Module: OMGT (Order Management)
  • Actor: Order Operator (Wep Staff)
  • Status: Implemented (Legacy)
  • Last Updated: 2026-01-11

1. Description

Allow an operator to assign a "Callback" task to themselves or another colleague regarding a specific Order. This serves as a memo or a request for action ("Please call this student back").

2. Trigger

  • An operator receives a call but cannot treat it immediately.
  • An operator needs to delegate a call to a specialist (e.g., Sales, Flight Accounting).

3. Preconditions

  • The user must be logged in with OMGT permissions.
  • The Order must exist.

4. Main Success Scenario

  1. Actor navigates to the Order Overview.
  2. Actor clicks the "Add Callback" button (found in Contact Info panel).
  3. System displays the "Add Callback" modal.
  4. Actor selects:
    • To: The target user(s) (Required).
    • Cc: Users in copy (Optional).
    • Phone: Phone number to call (Optional).
    • Message: Content/Instruction (Required).
  5. Actor clicks "Save".
  6. System validates that "To" field is populated.
  7. System creates a Callback record linked to the Order.
  8. System sends an email notification to the To and Cc recipients.
    • Template: OMGT_SEND_CALLBACK_NOTIFICATION.
  9. System creates a LogItem (Event: CREATE_CALLBACK).
  10. System closes the modal and displays a success message ("Callback successfully added").

5. Extensions (Alternative Flows)

  • 5a. Validation Error:
    • If "To" is missing, System prevents submission and highlights the field.
  • 5b. Notification Failure:
    • If the email service fails, the Callback is still created, but the visual feedback might indicate a warning (dependent on general error handling).

6. Postconditions

  • A Callback entity exists with status CREATED.
  • The recipient has received an email.
  • The Callback appears in the "Callbacks" list on the Order Overview.

7. Business Rules

  • BR-001: A Callback must have at least one recipient ("To").
  • BR-002: Callbacks are specific to an Order (OMGT) or Prospect (CRM).