1. Functional requirements
• Content management system that has several templates for
housing training content
• Each module will consist of a single landing page of rich media
content (video, image, animation, pdf viewer) and a short
introductory write up
• Registered users will receive an email every week with a link to a
new training module
• Users will have to log in to see the content
• The system will track users that have logged in to view the training
content
• Two templates required to start. Additional templates will be
added as time passes
• Templates / Site must be responsive for mobile devices
4. Registration requirements
• Users can sign up online as individuals
– Paypal integration required
• Administrator can bulk upload users via .csv file
• Administrator can add a group
• Administrator can add sub-groups
• Signup fields include:
– First Name
– Last Name
– Title
– Email address
– Business / Group Name
– Sub Group Name
• User can set password
• Users will receive a thank you note upon online signup along with the date
they will receive their first module (all users will receive a streamlined
message when bulk uploaded)
• Administrator can designate a user as a “Group Manager”
5. Reporting requirements
• How many users viewed the content (# and %)
• How many users by group / sub group (# and %)
• Who viewed by user (First & Last)
• Who did not view by name (First & Last)
• Every week a designated group manager will get a report
emailed to them that shows results from previous week
– How many users by group / sub group (# and %)
– Who viewed by name (First & Last)
– Who did not view by name (First & Last)
6. Communication requirements
• Email once a week with link to module
– Ideally this process is automated (Mailchimp API?)
• Emails are pre-scheduled according to start date
– When they sign up user first receives module 1, regardless
of when user signs up
– For example:
• if user 1 signs up today (Oct 22) she receives a link to module 1 on
the first Monday of the following month (Nov)
• If user 2 signs up Nov 1st, he’ll receive module 1 on Dec 1st. User
1 will receive module 2 on Dec 1st.
7. Access control requirements
• User has a user name (email address) / password
• User can edit / change password
• User can get password reminder email if password is
forgotten
• Users are associated with a Group / Organization and
potentially a sub-group
• User has one week to view each module, after which time
that module will become inactive for the user
• User can log into a module only twice before they can no
longer log in
8. Administrator requirements
• Administrator can log in
• Administrator can see all modules
• Administrator can reorder existing modules
• Administrator can edit existing modules
• Administrator can create a new module using a simple CMS tool
• Administrator can bulk upload new users using a CSV file
• Administrator can delete users
• Administrator can bulk delete users
• Administrator can delete groups of users & subgroups
• Administrator can see basic reports (see reporting requirements)
• Administrator can export report data to send to users
