SFU Institutional Use Cases

This is an evolving list of user stories structured to capture the functional requirements of given people's interactions with the OpenRegistry tool.

As a(n)	I want to	So that I can
Application Admin	Create,Read,Update and Delete groups of users	So that I can provide role based access control to my application
Standalone SoR admin	Create,Read,Update and Delete persons via service calls	So that the identity information in my system is available in the registry
Standalone SoR admin	Create,Read,Update and Delete persons via batch calls	So that the identity information in my system is available in the registry
Standalone SoR admin	Create,Read,Update and Delete persons via manual user interface	So that the identity information in my system is available in the registry
Staff member	Lookup another staff member's phone number and office location	So that I can call or send them something
Standalone SoR admin	Have a computing ID assigned to a new user by the registry	So that users in my SoR can access University resources
Standalone SoR admin	Attach a sponsor to person's records	So that I can expire that person's information when the sponsor leaves
Security Auditor	See the detailed history of a person's identity in OpenRegistry	So that I can determine if an account or system was tampered with
New person in the University	Activate my computing account online	So that I can Access university resources
Help Desk Operator	Generate a new activation key for a user	So that the user can activate their account
Account holder	Control permissions for all pieces of my data	So that only the people I want can find out information about me
IT Admin Clerk	view a list of users who have access to the system	troubleshoot user access issues
IT Admin Clerk	check whether a token was used for an account	see whether the primary user has changed his/her password
IT Admin Clerk	send a token for an account	allow the primary user to change the password
IT Admin Clerk	be able to search for a department in multiple ways	avoid having to remember how the department name is spelled exactly in the system
IT Admin Clerk	add budget numbers to accounts	provide missing budget numbers
IT Admin Clerk	edit budget numbers for accounts	make corrections when necessary
IT Admin Clerk	extend an account's expiry	give the user access to the account for another year
IT Admin Clerk	create a new person account	give temporary email and library access to a visitor at a department's request
IT Admin Clerk	create a new departmental role account	give a department the ability to manage emails related to a role rather than a specific person
IT Admin Clerk	edit a display name of an account	make corrections to spelling or name changes
IT Admin Clerk	look up a budget number for an account	apply a charge to the department
IT Admin Clerk	view the computing account/ID history	find out why a user can't activate his/her ID
IT Admin Clerk	view the status of an account (active, destroyed, etc.)	find out why a user can't access systems
IT Admin Clerk	view the expiry date of the account/ID	find out why a user can't access systems
IT Admin Clerk	view the roles associated with the account/ID	find out why a user can't access systems
IT Admin Clerk	record the name of the sponsor of the account as part of the account information	refer to this information for account change requests
IT Admin Clerk	record the name of the primary user of the account as part of the account information	refer to this information for account change requests
Admin Coordinator	Create guest accounts	So that I can provide wireless access to visiting staff and students
Admin Coordinator	Provide email and file space to a guest account	So that I can provide email and file storage to visiting staff and students
Admin Coordinator	be able trigger the creation of a new staff account	allow other SFU staff members to email, assign calendar events, etc. to the new staff member earlier
Admin Coordinator	know when an account is created for a new staff member	determine when I can send email, assign calendar events, etc. to the new staff member
Admin Coordinator	be able to choose from a list of grant numbers associated with my department	pay for new/renewed sponsored accounts
Admin Coordinator	have the option of specifying no expiry date for an account	avoid having to manually renew it every year
Admin Coordinator	have the option of specifying an expiry date for more than a year	avoid having to manually renew it every year
Admin Coordinator	have the system automatically renew accounts that have an expiry date longer than 1 year	avoid having to manually renew them
Admin Coordinator	immediately 'expire' an account that no longer requires renewal	no longer need to tend to it at a later date
Admin Coordinator	immediately 'expire' multiple accounts that no longer require renewal	no longer need to tend to them one by one at a later date
Admin Coordinator	hide and archive expired accounts	view only active accounts
Admin Coordinator	customize the messaging in account activation print outs	include department-specific information
Admin Coordinator	customize the email messaging for expiring accounts	include the appropriate department-specific contact information
Admin Coordinator	enter a specific cost centre (budget numbers) for each account	provide missing budget numbers
Admin Coordinator	edit a specific cost centre (budget numbers) for each account	correct any errors regarding budget numbers
Admin Coordinator	preview how an account's display name will appear	enter the appropriate information in the fields
Admin Coordinator	edit an account's display name	make corrections when necessary
Admin Coordinator	specify contacts for receiving notifications for when an account has been renewed	see that the appropriate people have confirmation that the account has been renewed
Admin Coordinator	specify email addresses in addition to phone numbers of contacts	have more than one option of notifying users and managers regarding account changes
Admin Coordinator	specify a sponsored departmental role account for receiving notifications	continue to keep my personal staff account for other purposes
Admin Coordinator	apply multiple and nested sorting on the account listing	browse the list ordered by specific columns
Admin Coordinator	further define the type of user (e.g., adjunct professor, researcher)	know why the user needs the account
Admin Coordinator	export account information to a file	refer to the list of accounts I manage while not online
Admin Coordinator	choose the information I would like to export to a file	export only the information I need
Admin Coordinator	view contextual help beside fields	get a quick description of the fields and sections in the system
Admin Coordinator	view detailed help documentation	learn more about the system's features and best practices
Admin Coordinator	be able to search for my department in multiple ways	avoid having to remember how the department name is spelled exactly in the system
Admin Coordinator	resend a token to an account	allow the primary user to change the password
Admin Coordinator	have the same character limits for fields that map to external systems (e.g., FAST)	enter information that can be properly referenced in both systems
Admin Coordinator	have the system update email contact information accordingly when staff responsibilities change	avoid having to remember to manually update contact information
Admin Coordinator	modify the charge code of multiple accounts	avoid having to modify accounts one by one
Admin Coordinator	modify the expiry date of multiple accounts	avoid having to modify accounts one by one
Admin Coordinator	modify the department name of multiple accounts	avoid having to modify accounts one by one
Admin Coordinator	reset the passwords for multiple accounts	avoid having to reset passwords of accounts one by one
Admin Coordinator	view the activity associated with a token	see when it was used by the account holder
Admin Coordinator	record the name and contact info of the person requesting the account	search by this information when having to act on the account
Admin Coordinator	record the name of the project associated with the account	search by this information when having to act on the account
Admin Coordinator	record the name of the research unit associated with the account	search by this information when having to act on the account
Admin Coordinator	be able to search for accounts rather than browsing a list	avoid browsing a long list of all accounts
Admin Coordinator	assign specific accounts to delegates	distribute the management of departmental accounts
Admin Coordinator	export account information to a file (account name, computing ID, purpose, expiry date, account code)	send it to other staff members for review
Admin Coordinator	oversee all actions performed by delegates	supervise, track and troubleshoot tasks
Admin Coordinator	export a report on charges placed on a specific cost centre	review it or send it to other staff members
Business Analyst	view roles associated with the account	determine that type of SIMS/FINS access they should have
Business Analyst	view the status of the roles associated with the account	determine whether the user should have access to SIMS/FINS
Business Analyst	search for an account by SFU ID	view the corresponding account information
Business Analyst	search for an account by computing ID	view the corresponding account information
Business Analyst	view the computing ID of the account	verify the SFU email address
Business Analyst	view the aliases of the account	verify the SFU email addresses
Business Analyst	look up the account history	determine why a message has been sent to SIMS to change access
Business Analyst	view contextual help in fields	find definitions of the values in the field
Business Analyst	manually trigger an update of a computing ID to SIMS	attempt another update if an error occurs
Business Analyst	view only relevant portions of the XML feed	avoid having to manually look through XML tags for relevant information
Business Analyst	customize a tab view	have the system display relevant information upfront
Business Analyst	customize the number of search results displayed on a page	browse more results on a single page
Business Analyst	search by partial first name and last name	avoid having to type in the first and last names as they are exactly spelled
Business Analyst	be able to see whether a user has two SFU IDs associated with his/her account	be aware of this when searching for his/her profile in SIMS
Head, Research Computing	look up roles associated with an account	verify that a user qualifies for access to research computing systems and software
Head, Research Computing	check whether the account is in payroll file	verify that a user qualifies for access to research computing systems and software
Head, Research Computing	search by first and last name	find the computing ID associated with the user
Head, Research Computing	search by computing ID	locate the profile of a specific person
IT Manager	create temporary accounts	grant guests access to wireless and labs
IT Manager	define an expiry date for guest accounts	schedule when a guest can access wireless and labs
IT Manager	look up a list of maillists to which a person belongs	see whether he/she is in the correct maillist(s) for accessing systems
IT Manager	trigger the creation of a new staff account	allow other SFU staff members to send email or calendar invitations to the new staff member sooner
IT Manager	search by both first name and last name	narrow down the number of search results, and avoid browsing long lists of results
IT Manager	view the season and year of a term associated with courses	avoid having to convert a term code (e.g., 1107 for Fall 2010)
IT Manager	view maillists associated with an account	convert it to an AD group for access to software in labs
IT Manager	convert accounts from full weight to lightweight	restrict the amount of access a person has
IT Manager	extend the expiry of an account for more than 1 year at a time	avoid having to manually extend the account every year
Departmental Manager	search by computing ID	find the user's SFU ID
Departmental Manager	search by surname	find the user's SFU ID
Departmental Manager	search by alias	find the user's SFU ID
Departmental Manager	find out which department a user is affiliated with	determine which GL account number to use for transactions
Departmental Manager	look up the roles associated with a person	verify whether he/she is eligible for software discounts
Departmental Manager	view the last semester and year in which a person enrolled in courses	verify whether he/she is eligible for software discounts
Departmental Manager	search by first and last name	locate the profile of a person that cannot provide a computing ID
Departmental Manager	assign/reassign aliases to my staff members	see that they assume the role associated with the alias
Departmental Manager	view aliases associated with an account	review which roles are assigned to staff members
Departmental Manager	create temporary wireless access accounts	use them to service and support clients without the risk of compromising my own staff account
Departmental Manager	view the phone number associated with an account	contact a customer by phone
Departmental Manager	identify external (non-SFU) users, e.g., FIC	troubleshoot access issues
Student Lab Technician	look up a user's SFU email address	notify a user regarding items he/she left behind in the lab
Student Lab Technician	look up a user's role	determine why a user cannot access online resources
Student Lab Technician	look up a user's account status	determine why a user cannot access online resources
Student Lab Technician	view the semester and year of a term associated with courses	avoid having to convert a term code (e.g., 1107 for Fall 2010)
Student Lab Technician	customize the number of results listed on a page	browse more items on a single page
Student Lab Technician	view more than 200 entries on a given search	browse more items in a single search
Student Lab Technician	view whether a student has been added to a specific WebCT course	troubleshoot access issues for WebCT
Student Lab Technician	view training documentation	learn more on how to use the system more effectively
Student Lab Technician	customize a tab view of a user profile	view only relevant information on a single page
Help Desk Operator	look up a user's roles	determine whether the user should have access to SIMS or myINFO
Help Desk Operator	look up a user's account status	determine why a user cannot activate his/her computing ID
Help Desk Operator	customize the number of items displayed on a page	browse more items on a single page
Help Desk Operator	set the default search type	avoid having to change it every time I perform a new search
Help Desk Operator	search by alias	check whether a requested alias has already been taken
Help Desk Operator	search by SFU ID	determine whether it has been created in the system
Help Desk Operator	search by first name and surname	locate a profile of a person who does not know his/her SFU ID
Help Desk Operator	check whether a person is registered in courses	troubleshoot access issues for systems
Help Desk Operator	view the account history activity items in the order in which they occurred	avoid having to manually review dates and times of each activity
Director in Student Services	look up the account status	determine admission and enrollment status
Director in Student Services	look up roles associated with an account	determine why someone can't access SIMS
Director in Student Services	look up account status	determine why a user can't activate his/her computing ID
Director in Student Services	view password change history	see whether a user has attempted a password change
Director in Student Services	search by surname and first name	see whether there are multiple computing accounts associated with a single user
Director in Student Services	set a default search type	avoid having to change it every time I perform a new search
Director in Student Services	trigger the account creation for a Grad applicant who submitted their application by paper	allow him/her to access the student information system for online transactions
Systems Consultant	reset the password of an account	help user regain access to their account
Systems Consultant	reset the password of a temporary account	prevent unauthorized usage of the temporary account
Systems Consultant	lookup profile of student by SFU ID	verify the identity of a user requesting a password reset
Systems Consultant	create an AD group from maillist	avoid having to create AD groups manually
Systems Consultant	search for items with type "contains"	avoid having to enter the exact values for searching
Systems Consultant	search for items with type "starts with"	avoid having to enter the exact values for searching
Systems Consultant	view the status of an account (active, destroyed, etc.)	troubleshoot access issues
Systems Consultant	have the system automatically reset a password for temporary accounts on a date that I can define	avoid having to remember to manually reset the password on a particular date
Systems Consultant	view the challenge question & answer for a user	verify that the user has provided a correct challenge question
Systems Consultant	set the challenge question & answer for a user	facilitate future password resets
Network Administrator	toggle the Zimbra account status	activate or lock out access to a compromised email account
Network Adminstrator	clear Zimbra forwarding for an account	stop the email account from forwarding messages to a spammer
Network Administrator	lock out access to a user account	force the user to contact IT Services to resolve account issues
Network Administrator	lookup computing ID of a user account	contact the user regarding account issues
Network Administrator	lookup phone number of user account	contact the user regarding account issues
Network Administrator	add comments to an account	document reasons for changing account access
Network Administrator	reset the password of an account	lock out unauthorized access to an account
Network Administrator	view the account activity history	see whether a user has attempted a password reset
Network Administrator	have the system automatically add or remove SFU email addresses to the monitor-password-changes maillist	avoid having to remember to manually add or remove users from the maillist
DBA	search by first name and last name	find a user's SFU ID
DBA	search by computing ID	find a user's SFU ID
DBA	search by first name and last name	narrow down the list of search results
DBA	locate the hashed password associated with a user	set up authentication to a database