Worksheet

Customer portal brief form

A two-page form. Page one is a grid of five headed columns: item, who sees it, view or download, how far back and the source system. Page two holds four blocks: account approval, login and recovery, staff view and request tickets, and a boxed not in the portal list. Both parties sign at the foot.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Customer portal requirements: a brief to hand a developer”, www.gullysystem.com/blog/customer-portal-requirements-a-brief-to-hand-a-developer