Local and Global Content Configuration in Mobility
- Dilanka Wijesekera (Unlicensed)
BRP ONly
Please note that this document is a draft and still not finalized.
This page describes the Explore page’s content configuration based on the Local - Global filters in Mobility web and mobile applications.
Understanding the Local and Global Content
The main intention of this feature is to allow the user to customize the Explore Page’s content based on the set of selected ‘Facilities’.
In this feature the hierarchy of the web categories is of high importance.
Hierarchy of Web Categories
Based on to which organizational operational tier a web category is assigned there are three main types of web categories, namely,
Installation Web Categories - These are top tier web categories that are configured on the business level.
Company Web Categories - These are the secondary level web categories that are configured on the companies that resides within the business
Facility Web Categories - These are the web categories that are created on the facility level of a given company/installation
Modes of Content Configuration
Based on the above categorization of the web categories, there exists two types of content configuration modes as follows,
Local Content - Content configured through ‘Company’ and ‘Facility’ Level Web Categories fall under this
Global Content - Content configured through ‘Installation' Level Web Categories fall under this
Understanding the different Web Categories
Installation Level Web Categories
All the current web categories and any other newly created web category which doesn’t have a ‘Local’ specification are considered as ‘Installation’ web categories (aka Global Web Categories).
Therefore, ‘Global’ is the default state and if you need to specify a web category as a ‘Local, you should assign a Business Unit or a Facility at the time of web category creation.
Installation level web categories are considered the top most in the hierarchy.
Under an installation web category, there can be several company web categories.
Company Level Web Categories
A given company web category can have multiple facility web categories that fall under it. A company web category can only have web categories from the facilities which are under the selected company.
Facility Level Web Categories
A certain product or info web category belongs to only one facility web category.
If we configure a web category at the company level, it can contain products from many/all the facilities that come under the given company.
Local-Global Implementation in the Mobility Web Application
It has been agreed to populate the Explore Page as follows, based on the different user types.
Guest User - First Visit |
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Guest User - Second Visit (No Facilities) |
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Guest User - Second Visit (With Facilities) |
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New User Just Registered |
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Existing User- Logged out |
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Existing User without preferred facilities |
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Existing User with preferred facilities |
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Guest Users
When a guest user first comes to the Explore Page, he should be shown only the ‘Global Web Categories’.
He will be shown an info tip on the nav bar near the ‘My Facilities’ option.
The guest users will always get to see the info tip whenever they visit the Explore Page.
If the guest user sets ‘My Facilities’, the Explore Page will adjust accordingly, but those facilities will be saved for the next time if he logs in from the same browser same device.
New Users
When the new user first comes to the Explore Page to get registered, he will only be shown the Global Web Categories.
When he goes through the registration flow and comes back to the Explore Page, then he will be shown all the Global Web Categories along with the Web Categories related to the selected Customer’s Facility. At this point, he can go to ‘My Facilities’ and select facilities to customize the Explore Page’s content as per his will.
Note that the customer’s facility will be added to the preferred facility list only in a case when the user don not have/set preferred facilities.
Even though there can be some ‘My Facilities’ selected by the user before going through the registration flow, those facilities will also be saved.
At the time of releasing this feature, for all the existing users, Global web categories + web categories related to the Customer’s Facility will be shown,
Existing Users
After releasing the feature, When an existing user visits the Explore Page, he will be shown the Explore Page with all the Global Web categories, and Web Categories from the selected Facilities.
The info tip will be shown upon each refresh of the Explore Page unless the user hasn’t clicked on the ‘SAVE’ button on the ‘Before You Continue’ pop-up, assuming the user doesn’t know the ‘My Facilities’ feature.
The user should be able to edit the list of ‘My Facilities’ as he wishes and upon a change, the Explore Page should get adjusted accordingly.
The user can even deselect all the selected preferences as well. Then he’ll get to see only the Global web categories.
When the user logs out,
If the user has used ‘SAVE’ button to set ‘My Facilities’, he won’t get to see the info tip on the Explore Page.
If the user hasn’t used the ‘SAVE’ button to set ‘My Facilities’, he will get to see the info tip on the Explore Page.
Since the preferred facilities are stored in the local storage, still the content of web categories on the Explore Page will be populated based on the selected preferred facilities
User coming from an external link
If the user is a logged-in user with a pre-selected set of preferred facilities, nothing will happen and it will not affect the local/global flow.
But if the user is a new user and goes into the registration flow from that link, then based on the facility the user selects, the Explore Page will get populated.
Important:
The Region and Facility filters on the ‘BEFORE YOU CONTINUE’ pop-up have no inter-dependency with the list of Chosen Facilities.
When a Region is selected from the ‘Select Region’ drop-down, only the facilities that come under the selected Region will get populated in the ‘Facility’ drop-down.
The place holder of the ‘Facilities from the selected Region’ drop-down will indicate the selected facilities from that region.
All the selected facilities and the count of the selected facilities will be mentioned in the ‘Chosen Facilities’ section and the user can remove any/all of the selected facilities easily by using the ‘X’ buttons in front of each chosen facility.
Local-Global Implementation in the Mobility Mobile Application
Preferred facilities are maintained on the App Level.
A new icon button will be added next to the ‘Shopping Cart’ icon.
The existing preferred facility flow will be merged with the local/global facility selection flow and serve as a single flow to the user. Meaning, the user will be accessing the same flow through class facilities filter , facilities setting and the ‘My Facilities’ icon button.
It has been agreed to populate the Explore Screen as follows, based on the different user types.
Guest User - First Visit |
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Guest User - Second Visit (No Facilities) |
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Guest User - Second Visit (With Facilities) |
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New User Just Registered (First Visit) |
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New User Just Registered (Second Visit + First Visit as a Guest with Preferred Facilities) |
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Existing User- Logged out |
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Existing User without preferred facilities |
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Existing User with preferred facilities |
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Facility selections done by a Guest User will be saved. And during the next visit, the user can notice that those selections are preserved on the application.
Different users using the same device
If the current user (who has 3 preferred facilities selected) logs out from the application, and allows another user (who has 2 preferred facilities selected) to log into the app using a separate user account but the same device, the second user will get to see only the relevant web categories from his selected 2 facilities. Think of an user accessing the application as a guest and selects 3 preferences at his first attempt and revisiting the application after killing it, still as a guest, he will be able to see web categories from the previously selected 3 facilities.
If the user has already set preferred facilities from the ‘My Facilities’ icon button related flow, he will not be prompted to set preferred facilities when he shifts to the ‘Classes Booking Flow’. Instead he can use the ‘Filter reset’ option to adjust the filter accordingly.
The limitation to select only 5 facilities will be removed.
Important :
If the user is a guest and visiting the Classes section for the first time and doesn’t have any pre-selected preferred facilities, then the ‘facility select’ prompt should be shown.
Also, if a logged-in user doesn’t have any preferred facilities other than his primary facilities, when trying to adjust the ‘facilities filter ‘ in the classes flow, the user will not be able to remove the primary facility from the preferred list unless he has selected some other facilities. Point here is that, at any given time, the preferred facility list cannot be empty for a logged-in user.
The ‘My Facilities Icon Button’, ‘Class Booking Prompt’, and the ‘Preferred Facilities Setting’ will direct the user to the same flow where he gets to set a list of preferred facilities, which will be used to;
Customize the Explore Screen’s content
To load the Classes