Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Tcs functional spec all rounds (final)

892 views

Published on

Published in: Technology
  • Be the first to comment

Tcs functional spec all rounds (final)

  1. 1. Trane.com Commercial Redesign Phase I Functional Specification – All Delivery Rounds final January 29, 2015 Author: Bryan Keller Confidential S
  2. 2. Functional Specification – All Rounds – final TCS Redesign Phase I Table of Contents February 27, 2007 i Confidential
  3. 3. Functional Specification – All Rounds – final TCS Redesign Phase I TRANE.COM COMMERCIAL REDESIGN.....................................................................................................................1 PHASE I.......................................................................................................................................................................... 1 Functional Specification – All Delivery Rounds.............................................................................................................1 final 1 1 DOCUMENT STANDARDS.......................................................................................................................................... 1 1.1 Scope....................................................................................................................................................................... 1 1.1.1 Non-Goals.................................................................................................................................................. 1 1.1.2 Content Sections........................................................................................................................................1 1.2 Templates................................................................................................................................................................ 1 1.2.1 Dynamic Templates...................................................................................................................................1 1.2.2 Static Templates........................................................................................................................................1 1.2.3 Naming Convention...................................................................................................................................1 1.3 Recommendation Changes.....................................................................................................................................2 1.4 Document Conventions............................................................................................................................................ 2 2 TECHNICAL REQUIREMENTS....................................................................................................................................3 2.1 Content Management Tool......................................................................................................................................3 2.2 Browser Compatibility.............................................................................................................................................. 3 2.3 Flash........................................................................................................................................................................ 3 2.4 JavaScript................................................................................................................................................................ 3 3 BEST PRACTICES: USABILITY..................................................................................................................................4 3.1 Resizable text.......................................................................................................................................................... 4 3.2 Image “Alternate” text.............................................................................................................................................. 4 3.3 Meta Data................................................................................................................................................................ 4 3.4 Dynamic Layers....................................................................................................................................................... 4 3.5 Link Styles............................................................................................................................................................... 4 3.6 Submit Form Buttons............................................................................................................................................... 4 3.7 PDF links................................................................................................................................................................. 4 4 CATEGORY NAMING................................................................................................................................................... 5 5 CONTENT TYPES........................................................................................................................................................ 6 5.1 DNA Managed Content............................................................................................................................................ 6 5.2 CPS Managed Content............................................................................................................................................ 6 5.3 Manually Managed Content.....................................................................................................................................6 5.4 Trane Legacy Material............................................................................................................................................. 6 5.5 Content Groups and Management...........................................................................................................................6 6 LEFT NAVIGATION FUNCTIONALITY........................................................................................................................8 7 RIGHT SIDEBAR FUNCTIONALITY............................................................................................................................9 8 TEMPLATE: D1T6DYN............................................................................................................................................... 10 8.1 Applicable Content Sections..................................................................................................................................10 February 27, 2007 ii Confidential
  4. 4. Functional Specification – All Rounds – final TCS Redesign Phase I Version History Date Version Author Changes 11/1/2006 draft a Bryan Keller N/A 11/15/2006 Draft c Bryan Keller Revised front-end specs for dynamic layers February 27, 2007 iii Confidential
  5. 5. Functional Specification – All Rounds – final TCS Redesign Phase I 1 DOCUMENT STANDARDS 1.1 Scope This document presents functional specifications for Delivery Round 1 of the redesign and enhancement of the Trane Commercial Site (“TCS”). These specifications are non-technical in nature and only involve the way a user is meant to interact with the system, not particular database configurations, specific graphic treatments, copy or most other technical considerations. For detailed design information and field character limits, please refer to the Style Guide. 1.1.1 Non-Goals This document does not present a specific technical plan for implementation of FCBi-supplied templates, nor does it specify particular coding techniques (in most cases), browser compatibility hacks or other highly technical techniques. This document does not provide a recommendation as to how to integrate different types of content from a technical perspective. These types of decisions are left to eBusiness’ and FCBi developers’ discretion. 1.1.2 Content Sections Delivery Round 1 will cover the following sections: 1.0 HVAC Systems 2.0 Building Services 3.0 Controls 4.0 Products 6.0 Training and Reference 9.0 Financing 1.2 Templates There are really two types template deliverables described in these pages: Static and Dynamic Templates. Static templates are created as individual pages by FCBi and do not make use of recyclable templates connected to a CMS on a field level. 1.2.1 Dynamic Templates These are designed to be reused in the context of a CPS or DNA. These are mapped to sections and navigational levels only, not specific pages. 1.2.2 Static Templates These are designed for specific content pages and exist due to design requirements that are not possible in CPS or DNA. 1.2.3 Naming Convention D = Delivery Round Number T = Template Number Stat = Static Content Dyn = Dynamic Content Example: D1T3Stat = Delivery Round 1, Template 3, Static Content February 27, 2007 1 Confidential
  6. 6. Functional Specification – All Rounds – final TCS Redesign Phase I 1.3 Recommendation Changes This document supersedes any earlier revisions and specifications for previous versions of the TCS functional specification. In the event that there is a conflict between this specification and other functional requirements, the conflict must be resolved by eBusiness and FCBi. 1.4 Document Conventions In general this document uses screenshots combined with callouts that describe the intended functionality of the various page elements. Screenshots are not to be used for checking the copy. It is assumed that all copy on the screenshots is out of date, including page titles, navigational text and positioning, category naming, etc. Copy should only be included from and proofed against the copy deck. February 27, 2007 2 Confidential
  7. 7. Functional Specification – All Rounds – final TCS Redesign Phase I 2 TECHNICAL REQUIREMENTS 2.1 Content Management Tool A large portion of the site must be compatible with Trane’s content management tool (“CPS/DNA”) that is currently in place. Other sections of the site will be maintained updated periodically. 2.2 Browser Compatibility Site must function in the following browsers: Microsoft XP SP2: IE 6, Firefox 1.5 Windows 2000 SP2: IE 6 Macintosh 10.4 + 2: Safari (note: FCBi uses the following for testing: 10.3.6 OS, 1.2 safari, 1.5 firefox. Browser requirements can be determined by Trane, based on evaluation of metrics). 2.3 Flash • All Flash content is to be developed to be compatible with Flash version 7 • The homepage will be developed in both flash and non-flash versions. The non-flash version links to a page where the user can download Flash. 2.4 JavaScript The site is to be compatible with JavaScript either enabled or disabled. If JavaScript is disabled, a warning homepage should be presented explaining that the site works best with JavaScript enabled. February 27, 2007 3 Confidential
  8. 8. Functional Specification – All Rounds – final TCS Redesign Phase I 3 BEST PRACTICES: USABILITY This section is the closest this document will get to recommending certain coding techniques. These techniques are considered best practices for usability and web presence. 3.1 Resizable text All of the text is resizable by the user, except of course in case of text contained in images, such as in the left navigation. 3.2 Image “Alternate” text Wherever text appears in an image, alt tags should mirror this text, if the text is of a reasonable length. Alternate text is useful for search engines and users with slow connection and/or images turned off, as well as users needing special accessibility. 3.3 Meta Data Where possible, pages should include relevant keyword and description meta data in the header for indexing by search engines. 3.4 Dynamic Layers When dynamic layers appear on top of the base layer containing regular page information (for example in navigational breakout menus), they should close when the user clicks on the “close” link. 3.5 Link Styles Links should always have “visited” styles so that users know if they have been to a page or not. For this site this applies to links included in main body text and main body navigation items (not necessarily in left menu items). 3.6 Submit Form Buttons All buttons whose function is to submit a form are activated both by a user click or hitting the ‘return’ or ‘enter’ key. 3.7 PDF links Links to PDFs should open the PDF in a new window in most cases. February 27, 2007 4 Confidential
  9. 9. Functional Specification – All Rounds – final TCS Redesign Phase I 4 CATEGORY NAMING FCBi has adjusted the naming and organization of a number of categories. Below is a grid mapping new top-level categories and source categories. These category names are subject to change. New Category Name Old Category Name Description/Notes HVAC Systems Systems Building Services Building Services Controls Products -> Controls & Automation This becomes a top-level category and is renamed. Products Products Parts & Supplies Parts and Supplies Educational Resources Bookstore, Training, Engineers Newsletter These three top-level categories have been merged into one. Featured Case Studies Case Studies Energy, IAQ & The Environment Industry Issues Financing Financing Category naming remains the same. Sub categories are reorganized. Design & Analysis Tools Products -> Software This is renamed and becomes a top-level category Explore by [Industry] N/A New: points to different pages for each industry Explore by [Building Type] N/A New: points to different pages for each building type February 27, 2007 5 Confidential
  10. 10. Functional Specification – All Rounds – final TCS Redesign Phase I 5 CONTENT TYPES Because of the legacy content management systems that are in place, as well as flat-file, manually updated material and HTML legacy material, content falls into several distinct technical buckets. 5.1 DNA Managed Content This content lives in the DNA tool and includes Parts & Supplies, Training & Reference and Financing. 5.2 CPS Managed Content This content live in any number of CPS instances including Products, Controls, Design & Analysis Tools, and Find Classes (under Training & Reference). 5.3 Manually Managed Content This is content that is custom built by FCBi and exists outside of any CMS. Updates to this content are coordinated by Trane marketing and handled by FCBi and eBusiness. This includes HVAC Systems, Building Services, Featured Solutions, High Performance Building Issues, Explore by [Industry] and Explore by [Building Type] 5.4 Trane Legacy Material This includes older, flat-file content that is mainly technical and not managed inside of any CMS. This content is to be identified by FCBi and a plan for implementing a “Trane Legacy” template will be provided. 5.5 Content Groups and Management New Top Level Category Managing Application Description/Notes HVAC Systems Manual Building Services Manual Controls CPS Part of Products instance. Renders on front-end in separate top-level category Products CPS Renders all sub-levels on front end except for Controls which is its own top-level category Parts & Supplies DNA Educational Resources DNA Featured Case Studies Manual Energy, IAQ & the Manual February 27, 2007 6 Confidential
  11. 11. Functional Specification – All Rounds – final TCS Redesign Phase I Environment Financing Manual Design & Analysis Tools CPS CPS instance is called C.D.S. Explore by [Industry] Manual Explore by [Building Type] Manual Country Sales Offices DNA About Trane Landing page: manual Sub-pages: DNA News Room CPS Search eBusiness’ discretion February 27, 2007 7 Confidential
  12. 12. Functional Specification – All Rounds – final TCS Redesign Phase I 6 LEFT NAVIGATION FUNCTIONALITY Not for copy or element order February 27, 2007 8 Confidential Top-Level Categories These link labels are fixed images. Alt tags use image text Second-Level Categories display automatically when user clicks on top- level category HTML Text Can be populated by CMS Remain in place, highlighted, and clickable as user navigates 2nd level down. Drop Down Menus Jump to landing pages for Industry and Building Type Drop Menus Label Display as image. Alt tag uses image text.
  13. 13. Functional Specification – All Rounds – final TCS Redesign Phase I 7 RIGHT SIDEBAR FUNCTIONALITY February 27, 2007 9 Confidential Contact a Sales Engineer HTML Text persistent element. always displays except where differently noted Sidebar Header Names HTML text selectable in CMS CMS associates icons REQUIRED element in sidebar box Sidebar Descriptions HTML text can be entered by user in CMS system(s) OPTIONAL element if links exist REQUIRED element if no links exist Sidebar Links Minimum # of links if Required: 1 Maximum # of Links: 10 OPTIONAL element if Description exists REQUIRED element if description does not exist Display below description, if exists Right Sidebar Boxes stacked vertically below persistent “Contact a Sales Engineer” object OPTIONAL element Maximum Boxes: 4
  14. 14. Functional Specification – All Rounds – final TCS Redesign Phase I 8 TEMPLATE: D1T6DYN Delivery Round 1, Template 7, Dynamic Content 8.1 Applicable Content Sections 3.0 Controls, 4.0 Products 8.2 Navigational Levels Top Level February 27, 2007 10 Confidential Page Header HTML Text Descriptive Text HTML Text Copy source: section description Navigation Buttons HTML Text Max. lines of text per button: 1 Included Static Content Displays contents of template D1T7Stat, matched with relevant copy and image.
  15. 15. Functional Specification – All Rounds – final TCS Redesign Phase I 8.3 Dynamic Breakout Layer February 27, 2007 11 Confidential Title HTML Text Uses Link label from button On click, close layer Close link On click, closes breakout layer Breakout Description Exposes text from category description field OPTIONAL element “Grandchild” links Exposes page labels 2 levels down, if they exist Breakout layer Only exists if there is description and/or “grandchild” objects Link: “See all [category name]” Last Link Last link is “See all [category name]” Links to child category
  16. 16. Functional Specification – All Rounds – final TCS Redesign Phase I 9 TEMPLATE: D1T11DYN Delivery Round 1, Template 12, Dynamic Content 9.1 Applicable Content Sections 3.0 Controls, 4.0 Products 9.2 Navigational Levels Section contains 4 or more levels: 2nd level from top through to 3rd level from bottom. Less than 4 levels: templates D1T10DYN and D1T9DYN supersede this template. February 27, 2007 12 Confidential Description Uses copy from category description in CPS Sub Category Nav Full width nav buttons Max. lines per button: 1 Top Level Header HTML Text Displays top level category Current Page Header HTML Text Displays current category name
  17. 17. Functional Specification – All Rounds – final TCS Redesign Phase I 10 TEMPLATE: D1T10DYN Delivery Round: 1, Template 10, Dynamic Content 10.1 Applicable Content Sections 3.0 Controls, 4.0 Products 10.2 Navigational Level 2nd Level from bottom February 27, 2007 13 Confidential Top Level Header HTML Text Displays top level category Current Page Header HTML Text Displays current category name Description Uses copy from category description in CPS Category Image Displays image associated with current category Child Category Links
  18. 18. Functional Specification – All Rounds – final TCS Redesign Phase I 11 TEMPLATE: D1T9DYN Delivery Round 1, Template 9, Dynamic Content 11.1 Applicable Content Sections 3.0 Controls, 4.0 Products 11.2 Navigational Level Bottom level February 27, 2007 14 Confidential Product/Control Image Displays image associated with current product or control Line drawing and text are contained in image Sibling Products Drop Down If sibling products exist, standard browser drop down provides text links to sibling products Top Level Header HTML Text Displays top level category Current Page Header HTML Text Displays current category name Product Copy HTML text Displays copy associated with current product or control
  19. 19. Functional Specification – All Rounds – final TCS Redesign Phase I 12 TEMPLATE: D1T8DYN 12.1 Applicable Content Section 3.2.2 (Tracer Summit v17) only 12.2 Navigation Level Not applicable February 27, 2007 15 Confidential Top Level Header HTML Text Displays top level category Current Page Header HTML Text Displays current category name Tracer Summit Image Line drawing and text are displayed as image Tracer Summit Copy HTML Text Displays copy associated with Tracer Summit control Child Links HTML Text Displays child links On click, links open breakout layers.
  20. 20. Functional Specification – All Rounds – final TCS Redesign Phase I 12.3 Breakout Layer February 27, 2007 16 Confidential Header HTML Text Child control name On click, closes layer Close Box Dynamic layer closes on click If user clicks anywhere else on page, dynamic layer closes Summary Displays summary of child control Entire summary and “MORE” link is linked to child page.
  21. 21. Functional Specification – All Rounds – final TCS Redesign Phase I 13 STATIC TEMPLATES Static content templates are mapped to content in the copy deck using site map numbering. These templates are scripted to allow insertion of custom content. Template Number Page # Working Page Name D1T1Stat 1.1 Chilled Water to Air Systems 1.2 Refrigerant to Air Systems D1T2Stat 1.3 Earthwise Design Approach 1.4 Systems Integration 1.4.1 Integrated Comfort Solutions D1T3Stat 2.0 Building Services D1T4Stat 2.1 Plan & Design 2.2 Install 2.3 Operated and Maintain 2.4 Restore and Modernize D1T5Stat 2.3.1 National Account Service D1T7Stat 3.0 Controls (bottom middle column content) 4.0 Products (bottom middle column content) D1T12Stat 9.0 Financing D1T13Stat 6.1.1 Find Classes February 27, 2007 17 Confidential
  22. 22. Functional Specification – All Rounds – final TCS Redesign Phase I 14 DYNAMIC TEMPLATES Template Number Page # Working Page Name D1T6Dyn 3.0, 4.0 [Products and Controls top level pages] D1T7Dyn 3.0 4.0 [Products and Controls content section below the child links] D1T8Dyn 3.2.2 Tracer Summit V17 D1T9Dyn 3.x.x.x, 4.x.x.x [bottom level Products and Controls pages] D1T10Dyn 3.x.x, 4.x.x [2nd from bottom level Products and Controls pages] D1T11Dyn 3.x, 4.x [2nd level from top Products and Controls pages] D1T15Dyn 6.x, etc. Standard sub-page template with no child links D1T11bDyn 6.0, etc. Educational Resources and standard sub-pages with child links February 27, 2007 18 Confidential
  23. 23. Functional Specification – All Rounds – final TCS Redesign Phase I 15 APPENDIX 15.1 Financing Deliverables (section 9.0) As per the recent agreement, Financing templates and copy will be delivered as part of Round 1. Subsequent drafts of this documents will include discussion of these templates. 15.2 Training and Reference Deliverables (section 6.0) Additionally Training and Reference template specifications will be included in subsequent drafts of this document. 15.3 Parts (section 5.0) Templates and copy of this section have been pushed back to Delivery Round 2. February 27, 2007 19 Confidential
  24. 24. Functional Specification – All Rounds – final TCS Redesign Phase I TEMPLATE: D2T1STAT Delivery Round 2, Template 1, Static Content 15.4 Applicable Content Sections 0.1 About Trane February 27, 2007 20 Confidential Flash Video w/Control To be provided by FCBi
  25. 25. Functional Specification – All Rounds – final TCS Redesign Phase I 16 TEMPLATE: D2T2STAT Delivery Round 2, Template 2, Static Content 16.1 Applicable Content Sections 0.1.2 History February 27, 2007 21 Confidential Flash Module To be provided by FCBi
  26. 26. Functional Specification – All Rounds – final TCS Redesign Phase I 17 TEMPLATE: D2T3DYN Delivery Round: 2, Template 3, Dynamic Content 17.1 Applicable Content Sections 0.1.4 Client List February 27, 2007 22 Confidential Client Entries Client Name (company) on one line Link to client case study (if exists) on next line. Link label is case study name Sorting/Columns Clients are listed alphabetically, ascending, by Client Name Clients are listed sequentially vertically Equal number of clients per column. 3rd column can contain fewer items.
  27. 27. Functional Specification – All Rounds – final TCS Redesign Phase I 18 TEMPLATE: D2T4STAT Delivery Round 2, Template 4, Static Content 18.1 Applicable Content Sections 0.5 Advanced Search February 27, 2007 23 Confidential Advanced Search Fields Fields are to be processed by the search engine collectively
  28. 28. Functional Specification – All Rounds – final TCS Redesign Phase I 19 TEMPLATE: D2T4BSTAT Delivery Round 2, Template 4b, Static Content 19.1 Applicable Content Section 0.6 Search Literature February 27, 2007 24 Confidential Search Literature Fields Search terms passed to eLibrary search engine, collectively.
  29. 29. Functional Specification – All Rounds – final TCS Redesign Phase I 20 TEMPLATE: D2T5STAT Delivery Round 2, Template 5, Dynamic Content 20.1 Applicable Content Section 0.11 Search Results - TCS, 0.12 Search Results – Literature February 27, 2007 25 Confidential Page Title Indicates which repository was searched, TCS or Literature Keywords User-entered search terms are presented here. Link to Alternate Search Keywords are linked to search results for alternate repository. Refine Search Link Links to search form associated with current search results (Site Search or Literature Search)
  30. 30. Functional Specification – All Rounds – final TCS Redesign Phase I 20.2 Search Feedback 20.2.1 “Yes” submission Page reloads with current search results and “Thank You” copy below form (see Search Copy Deck) 20.2.2 “No” submission Browser loads Search Feedback page (0.13) with “No” response copy (see Search Copy Deck) February 27, 2007 26 Confidential “Yes” Submission Copy If the user submits a “Yes” answer, page reloads with current search results, with “Yes” copy here (see copy deck).
  31. 31. Functional Specification – All Rounds – final TCS Redesign Phase I 21 TEMPLATE: D2T6DYN Delivery Round 2, Template 6, Dynamic Content 21.1 Applicable Content Section 0.10 Search Results – Both 21.1.1 No Results If there are no results returned for a repository (Site or Literature), the following message is displayed instead of search results February 27, 2007 27 Confidential Dual Repository Search Results Top 5 results from each repository (site and literature) Search Results Page/Document name is linked to page/document Summary displays first 250 characters of page/document returned URL is linked to page/document below summary text
  32. 32. Functional Specification – All Rounds – final TCS Redesign Phase I and “more results…” link: “No matches found.” February 27, 2007 28 Confidential
  33. 33. Functional Specification – All Rounds – final TCS Redesign Phase I 22 TEMPLATE: D2T7DYN Delivery Round 2, Template 7, Dynamic Content 22.1 Applicable Content Section 10.x Design & Analysis Tools – 2nd Level February 27, 2007 29 Confidential Links to Child Pages
  34. 34. Functional Specification – All Rounds – final TCS Redesign Phase I 23 TEMPLATE: D2T8DYN Delivery Round 2, Template 8, Dynamic Content 23.1 Applicable Content Section 10.x.x Design & Analysis Tools – bottom level February 27, 2007 30 Confidential Download Links If downloads related to software product are available, they are rendered on the page. Links are primarily sorted by type, updates then demos. Secondary sort: date, most recent to least recent
  35. 35. Functional Specification – All Rounds – final TCS Redesign Phase I 24 TEMPLATE: D2T9DYN Delivery Round 2, Template 9, Dynamic Content 24.1 Applicable Content Section 10.3.2 Online CAD Templates February 27, 2007 31 Confidential Tabs Tabs link to CAD pages for different products types CAD Template Links Product Illustrations linked Product Name linked Number of available templates displayed, unlinked
  36. 36. Functional Specification – All Rounds – final TCS Redesign Phase I 25 TEMPLATE: D2T10DYN Delivery Round 2, Template 10, Dynamic Content 25.1 Applicable Content Section 10.3.2.x Online CAD Templates – Download Page 25.1.1 “Options Not Selected” JavaScript Alert Box If the user has not made a selection for one of the drop down menus, a JavaScript alert box is displayed with the following February 27, 2007 32 Confidential Unit Specifications Dropdowns are populated by product information in db “Select another Product Line” links to Online CAD Templates page (10.3.2) Available Downloads Upon form submission, this page data is displayed.
  37. 37. Functional Specification – All Rounds – final TCS Redesign Phase I message: “Please indicate the following Unit Specification[s]: [Specification name], [Specification name], [etc]”. Browser focuses on first drop down menu that requires selection. 25.1.2 JavaScript Confirm Alert Box On user click on CAD template link system prompts user with JavaScript confirm alert box with the following copy: ”Terms of Use Trane, in offering the Trane Product Templates, accepts no responsibility or liability: for any use made of the Product Templates including any modification thereto made by the user, for the design of buildings and related systems made using the Product Templates, or for the accuracy of the Product Templates or any data resulting from the use thereof . While Trane strives to ensure that its Product Templates are accurate, this accuracy is not guaranteed. The user is responsible to review the Product Template and to determine if use of the Product Template is appropriate to and meets the requirements of the user's application. In accordance with its policy of continuous improvement, Trane reserves the right to modify its Product Templates at any time without notice. Trane makes no warranty whatsoever, express or implied and including, but not limited to, any warranty of merchantability or fitness for a particular purpose with respect to the Trane Product Templates or their use and in no event shall Trane be liable for any incidental or consequential damages relating to such Product Templates or their use. I accept these Terms of Use:” 25.1.2.1 User Click “Yes” System initiates CAD Template download 25.1.2.2 User Click “No” Confirm Alert box disappears, no download, page redirect, or reload February 27, 2007 33 Confidential
  38. 38. Functional Specification – All Rounds – final TCS Redesign Phase I 26 TEMPLATE: D2T11STAT Delivery Round 2, Template 11, Static Content 26.1 Applicable Content Section 10.8 Design & Analysis Tools - Online Order Form 26.1.1 Form Submit: Required Fields Validation February 27, 2007 34 Confidential Help Content Help content is displayed in dynamic layers Reformatted Form Data Current form: https://www.trane.com/commercial/software/cds_order _admin_s.asp Software Selection Grid
  39. 39. Functional Specification – All Rounds – final TCS Redesign Phase I JavaScript checks for at least one product ordered, as well as all required fields (fields denoted with red asterisks). 26.1.1.1 Missing Required Field JavaScript Alert displayes the following message: “Please enter the required information: [field name], [field name], [etc.]” On user click on “OK” button, browser focuses cursor on first required field left blank. 26.1.1.2 No product ordered JavaScript Alert displays the following message: “You have not selected a product to order. Please select the product(s) that you wish to order.” 26.1.2 Cancel If user clicks the cancel button, browser redirects to Software landing page 26.1.3 New Software Purchase option button On page load, this option button is selected by default. All fields including the software selection grid are loaded. 26.1.4 License Renewal option button Browser reloads form without software selection grid (see current form: https://www.trane.com/commercial/software/cds_order_admin_s.asp). 26.1.4.1 Customer ID becomes required field Red asterisk appears as last character of fields label “Customer ID”. Form validation checks for Customer ID as well as fields required for New Software Purchase. Form validation functions as indicated in requirement 17.1.1.1 26.1.4.2 Backend Identifies Customer Software Renewal As per current business rules and software functionality, the backend identifies the customer, and processes renewal. 26.1.5 Form Process Error Messages All current error messages (unknown customer ID, invalid financial information, etc.) are handled using current system rules and output. System output uses site design and styles associated with this redesign. February 27, 2007 35 Confidential
  40. 40. Functional Specification – All Rounds – final TCS Redesign Phase I 27 TEMPLATE: D2T12STAT Delivery Round 2, Template 12, Static Content 27.1 Applicable Content Section 8.0 Energy, IAQ & the Environment February 27, 2007 36 Confidential
  41. 41. Functional Specification – All Rounds – final TCS Redesign Phase I 28 TEMPLATE: D2T13DYN Delivery Round 2, Template 13, Dynamic Content 28.1 Applicable Content Section 7.0 Featured Case Studies February 27, 2007 37 Confidential Case Studies by Category First three are displayed, alphabetically, ascending Highlighted Case Study HTML layer highlights noteworthy case study. Content for Round 1 to be decided with case study delivery. Please use lorem ipsum for development purposes.
  42. 42. Functional Specification – All Rounds – final TCS Redesign Phase I 29 TEMPLATE: D2T14DYN Delivery Round 2, Template 14, Dynamic Content 29.1 Applicable Content Section 7.x Featured Case Studies – 2nd Level February 27, 2007 38 Confidential 2 Column Rendering Case Studies are sorted alphabetically, ascending, vertically sequential. Equal number of case studies per column. Right column can contain one fewer in the case of an odd number of case studies.
  43. 43. Functional Specification – All Rounds – final TCS Redesign Phase I 30 APPENDIX 30.1 Parts & Supplies Deliverable (section 5.0) As per the recent agreement, Parts & Supplies templates and copy will be delivered as part of Round 2.5. Subsequent drafts of this documents will include discussion of these templates. February 27, 2007 39 Confidential
  44. 44. Functional Specification – All Rounds – final TCS Redesign Phase I 31 TEMPLATE: D2.5T1STAT Delivery Round 2.5, Template 1, Static Content 31.1 Applicable Content Sections 0.0 non-Flash Homepage February 27, 2007 40 Confidential Download Flash link and text display if Flash not detected, or version below Flash 7 is detected
  45. 45. Functional Specification – All Rounds – final TCS Redesign Phase I 32 TEMPLATE: D2.5T2DYN Delivery Round 2.5, Template 2, Dynamic Content 32.1 Applicable Content Sections 5.x Parts and Supplies – 2nd & 3rd Level Pages 32.2 Child Links If there are child categories, links appear bulleted, below descriptive text and above Literature links. February 27, 2007 41 Confidential Child Links If child links exist, they will be rendered below introductory copy and above literature links. Find a Parts Dealer drop down 50 States are listed. One menu change, browser loads parts stores listing for selected state
  46. 46. Functional Specification – All Rounds – final TCS Redesign Phase I 32.3 Content Styles Most of the content in these pages is bulleted text, sub-divided by headings. Follow style guide for content formatting. February 27, 2007 42 Confidential
  47. 47. Functional Specification – All Rounds – final TCS Redesign Phase I 33 TEMPLATE: D2.5T3STAT Delivery Round: 2, Template 3, Dynamic Content 33.1 Applicable Content Sections 5.8 Parts Store Search Results February 27, 2007 43 Confidential State Dropdown Selected state is default selected option in drop down menu. Sorting/Columns Stores are listed alphabetically, by city. Equal number of stores per column. 2nd column can contain 1 fewer items.
  48. 48. Functional Specification – All Rounds – final TCS Redesign Phase I 34 TEMPLATE: D2.5T4STAT Delivery Round 2.5, Template 4, Static Content 34.1 Applicable Content Sections 7.x.x Featured Case Studies February 27, 2007 44 Confidential
  49. 49. Functional Specification – All Rounds – final TCS Redesign Phase I 35 TEMPLATE: D2.5T5DYN Delivery Round 2.5, Template 5, Dynamic Content 35.1 Applicable Content Section 0.13 Search Results Feedback 35.2 Page Text (based on user path) 35.2.1 User arrives at page by clicking “No” to Search Results Feedback question February 27, 2007 45 Confidential Dynamic conditional text Text is displayed based on user path to this page Form Submit Form submission returns Search Results Feedback Thank You text.
  50. 50. Functional Specification – All Rounds – final TCS Redesign Phase I Text above text area box: “We’re sorry your search was not successful. Please leave feedback to let us know how we can better help you next time. [new paragraph] Please provide specific comments; tell us what you were searching for.” 35.2.2 User arrives at page by answering “Yes” to Search Results Feedback question, and clicks on “leave feedback” link Text above text area box: “Please leave us feedback to help us improve our search results.” 35.2.3 Text above email text input box “If your comments require a response, please provide your e-mail address” 35.2.4 Required field JavaScript checks for user entry in the “comments” text area box. If the field is blank, system displays JavaScript Alert: “Please leave comments so that we can address your concerns. Thank you.” On user click “OK”, browser focuses cursor on “comments” text area box. 35.2.5 Successful Form Submission Browser displays text: “Thank you for your comments. We will address your feedback as soon as possible.” February 27, 2007 46 Confidential
  51. 51. Functional Specification – All Rounds – final TCS Redesign Phase I 36 TEMPLATE: D3T1STAT Delivery Round 3, Template 1, Static Content 36.1 Applicable Content Sections 0.4 Contact a Sales Engineer February 27, 2007 47 Confidential State Selection On selection of state, browser loads Sales Office page with results for selected state. Zip Code Search User can enter zip code and click “Go”. Zip code search back end functionality can be reused from current site Country/Province Selections Same functionality as state selector for international locations.
  52. 52. Functional Specification – All Rounds – final TCS Redesign Phase I 37 TEMPLATE: D3T2DYN Delivery Round 3, Template 2, Dynamic Content 37.1 Applicable Content Sections 0.4.1 United States Sales Office Results February 27, 2007 48 Confidential Maintain Zip Code Entry If user entered a zip code, value is default in text input box on results page. Maintain State Selection If user selected a state, value is default selection in drop down menu on results page. Sales Office Results Two columns. 2nd column can contain 1 less result, if odd number of results are returned. Sales Office Name Bolded first line of sales office info should be [City], [State], where state uses the two letter abbreviation.
  53. 53. Functional Specification – All Rounds – final TCS Redesign Phase I 37.2 Maintain Search Info 37.2.1 Zip Code Search If user enters a zip code, zip code is displayed in text input box on results page. 37.2.2 State Listing If user selects a state on the drop down menu, that state is selected by default in the drop down menu on the results page. 37.3 Results Display Results are displayed in two columns, sequenced vertically. 2nd column can contain one fewer result if odd number of results is returned. 37.3.1 Zip Code Results System returns 10 closest sales offices. 37.4 Results – 1st Line The 1st line of the results should display the city and state of the sales office, as follows [City], [State], where State is displayed as the two-letter abbreviation. 37.5 Sorting 37.5.1 Zip Code Search Results are sorted closest to farthest from zip code entered. 37.5.2 State Selection Results are sorted alphabetically by city. February 27, 2007 49 Confidential
  54. 54. Functional Specification – All Rounds – final TCS Redesign Phase I 38 TEMPLATE: D3T3DYN Delivery Round: 3, Template 3, Dynamic Content 38.1 Applicable Content Sections 0.4.3, 0.4.4 Canadian and International Sales Office Results February 27, 2007 50 Confidential Country/Province Drop down Selected country/province is default selected option in drop down menu. On menu change, page reloads with results for selected country or province. Sorting/Columns Stores are listed alphabetically, by city. Equal number of stores per column. 2nd column can contain 1 fewer items.
  55. 55. Functional Specification – All Rounds – final TCS Redesign Phase I 39 TEMPLATE: D3T4STAT Delivery Round 3, Template 4, Static Content 39.1 Applicable Content Sections 0.3 Career Opportunities February 27, 2007 51 Confidential Check boxes Users can select multiple categories and Locations for display. Search/Reset Click on Search button requests search results Reset button clears checkbox selections Search Results Display only when user manually clicks search button.
  56. 56. Functional Specification – All Rounds – final TCS Redesign Phase I 40 TEMPLATE: D3T5STAT Delivery Round 3, Template 5, Static/Dynamic Content 40.1 Applicable Content Section 0.2 News Room February 27, 2007 52 Confidential Featured Story Specially marked news or published article story appears as featured story in this space. News Stories News stories sorted by date, newest to oldest, populated by DNA. News Update Sign- Up Form is processed as existing sign-up form is.
  57. 57. Functional Specification – All Rounds – final TCS Redesign Phase I 40.2 Featured Story Flagged news item in DNA is displayed at top of page in Featured Story area. 40.3 Child Page Links Links to Published Articles, Photos and Advertisements categories appear in middle of page along with associated images and descriptive text. 40.4 News Items News items are displayed below child category links, sorted by date, newest to oldest. This page only displays stories from the current year, unless the number of stories is less than 10. In that case, page displays any stories from current year, followed by most recent stories from previous year so that total number of stories is equal to 10. 40.5 News Update Signup Form 40.5.1 Validation On submit, JavaScript checks to see that email address entered by user is valid (* “@” * “.” *). If email address is invalid, JavaScript alert appears with this text: “The email address you entered is invalid. Please enter a valid email address.” On user click “OK”, browser focuses cursor on text input box for email entry. 40.6 Submission Form submission is handled using extant form handling business rules, and returns thank you message using new look and feel. February 27, 2007 53 Confidential
  58. 58. Functional Specification – All Rounds – final TCS Redesign Phase I 41 TEMPLATE: D3T6STAT Delivery Round 3, Template 6, Dynamic Content 41.1 Applicable Content Section 0.2.2 Photos, 0.2.4 Advertisements February 27, 2007 54 Confidential Photos Photo links and meta data maintained manually News Update Sign- Up Form is processed as existing sign-up form is.
  59. 59. Functional Specification – All Rounds – final TCS Redesign Phase I 42 TEMPLATE: D3T7DYN Delivery Round 3, Template 7, Dynamic Content 42.1 Applicable Content Section 0.2.3, 0.2.5, 0.2.6, 0.2.7, 0.2.8, 0.2.9, 0.2.10 – Press Release Page, Press Release and Published Article Archives February 27, 2007 55 Confidential Type of Links Indicates whether page contains Press Releases or Published Articles Content Identifier If page contains archived material, use “Archive:” and year
  60. 60. Functional Specification – All Rounds – final TCS Redesign Phase I 43 TEMPLATE: D3T8DYN Delivery Round 3, Template 8, Dynamic Content 43.1 Applicable Content Section 0.4.x.x – Sales Office Pages February 27, 2007 56 Confidential Right Sidebar Items These items are populated by CPS the same way they are populated in extant system. Use generic icon for these items. Formatting Apply new formatting to field values displayed on these pages.
  61. 61. Functional Specification – All Rounds – final TCS Redesign Phase I 44 TEMPLATE: D3T9STAT Delivery Round 3, Template 9, Static Content 44.1 Applicable Content Section 11.0, 12.0 - Explore [Industry], Explore [Building Type] February 27, 2007 57 Confidential Drop down menu default Drop down should default to selected Industry or Building Type
  62. 62. Functional Specification – All Rounds – final TCS Redesign Phase I 45 TEMPLATE: D3T11DYN Delivery Round 3, Template 11, Dynamic Content 45.1 Applicable Content Section 0.101 Site Map February 27, 2007 58 Confidential Site Map Formatting XML file of site map is rendered using indent formatting and links to pages/categories displayed.
  63. 63. Functional Specification – All Rounds – final TCS Redesign Phase I 46 TEMPLATE: D3T12STAT Delivery Round 3, Template 12, Static Content 46.1 Applicable Content Section 0.100 Privacy Policy February 27, 2007 59 Confidential
  64. 64. Functional Specification – All Rounds – final TCS Redesign Phase I 47 TEMPLATE: D3T13STAT Delivery Round 3, Template 13, Static Content 47.1 Applicable Content Section 7.1.1 Bren Hall (Tier 2) Case Study February 27, 2007 60 Confidential Flash Content This tier of case study contains a flash module here. Expand Link On click, layer expands to reveal all of “Specifics” content Contact a Sales Engineer Links to page # 0.4

×