HOCO B2B
Team tasksAkram

DQA-06 — Training materials — reseller guide, delegate field guide, admin reference

Illustrated reseller quick guide, delegate 'full tour' guide, back-office quick reference cards per role.

FieldDetails
Task codeDQA-06
PhaseP1 — V1 build & integration
Product scopeV1
StatusPlanned
StartTue 24 Nov 2026
DueWed 25 Nov 2026
ResponsibleAkram — UI/UX designer
Co-responsibleAnis
Effort1.5 person-day(s) planned · 3 from scratch · size S
Area · appTraining · design
Depends onDES-22
UnblocksLCH-02
Milestones—

Summary

Illustrated reseller quick guide, delegate 'full tour' guide, back-office quick reference cards per role.

Description

Akram and Anis produce the training materials required by cahier §13.3 and OPS-03, for the training sessions of LCH-02 (which depends on this task) and for the pilot. They are an illustrated reseller quick guide, a delegate field guide built on a full tour scenario, and back-office quick-reference cards per role, plus the support procedures. Inputs: the approved V1 designs (design v1.1), screenshots from staging builds, the user flows of DES-05, the acceptance scenarios and the 17 Oct decisions (guest mode, customer type, WhatsApp support, after-sales and returns, manual order confirmation, live tracking). Scope: French materials, print and phone-friendly PDF; video tutorials are out of scope unless HOCO asks. Anis owns the admin documentation and support procedures, and Akram owns layout, illustrations and the reseller and delegate guides.

Subtasks

#SubtaskOwner
1Prepare a demo data set on staging for clean screenshots (realistic stores, products with photos, orders in every status, a tour with visits)Anis
2Reseller quick guide (4–6 pages): browse as a guest → create an account (customer type, documents) → wait for validation → first order → follow it live → invoices and payment declaration → after-sales claim and return → WhatsApp support of your regionAkram
3Delegate « tournée complète » guide: consent and start of day, tour programme and order, navigation and the arrival check (150 m tolerance), visit (checklist, photos), report and follow-up, visit not done, new reseller offline, invitation QR, assisted first order, closing, sync centreAkram
4Delegate troubleshooting page: weak GPS, out of tolerance, offline, unsynced items blocking closing or sign-out, forced update keeping pending itemsAkram
5Back-office cards per role (one A4 each): commercial admin (validation queue, orders to confirm, CRM), stock (stock, receipts, inventories), finance (payments to verify, credit), delivery (kanban, proof of delivery), direction (dashboards, reports), super admin (users, roles, settings, support regions)Akram
6Admin documentation and support procedures: who answers the regional WhatsApp numbers, escalation, ticket handling, account validation rules, order confirmation targetsAnis
7Session scripts and slides for LCH-02: admin and manager session, delegate full-tour session with exercises on the staging appsAnis
8Review with HOCO (a supervisor and an admin user) and apply correctionsAkram

Deliverables

  • PDF « Guide revendeur » (FR), print A4 and phone-friendly versions
  • PDF « Guide délégué — tournée complète » (FR) with the troubleshooting page
  • Six PDF back-office reference cards, one per role
  • Admin documentation and support procedures, plus the LCH-02 session scripts and slides

Acceptance criteria

  • Every guide follows the V1 screens as built on staging; no screenshot shows a V2 feature
  • The reseller guide covers guest mode, customer type, live tracking, after-sales, returns and WhatsApp support
  • The delegate guide follows one complete tour from start to closing, including the offline case
  • Each staff role has a card that matches its navigation and permissions
  • HOCO has reviewed the materials before LCH-02

Requirements covered

RequirementTitleRelease
OPS-03Training: administrators and managers, delegates on a full tour scenario, reseller quick guide, admin documentation and support proceduresV1

Test measures

  • A colleague who has never used the apps completes a first order and a full test tour on staging using only the guides
  • Check every screenshot and label against the current staging build
  • Print test of the cards in black and white

Risks

  • Screens change after the guides are made (pilot fixes) — use screenshots of stable flows and keep the source files, so updating a page takes minutes.

KPI

  • Delivered by Wed 25 Nov 2026 within 1.5 person-day(s).
  • Every acceptance criterion above demonstrated before hand-off; linked requirements' acceptance criteria pass.
  • Zero open critical defects, permission gaps or data-integrity regressions at sign-off.

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