From: Steve Sutton Date: Thu, 24 Oct 2019 15:09:12 +0000 (-0400) Subject: More documentation of current admin flow. X-Git-Url: http://cvs2.gaslightmedia.com/gitweb/?a=commitdiff_plain;h=9c7441dc8820ab190eeb18d9faf422ab7c53667e;p=prog%2Fglm-documentation.git More documentation of current admin flow. Finished all but Registrations. --- diff --git a/AdminRedesign/Existing-Admin-Flow.txt b/AdminRedesign/Existing-Admin-Flow.txt index a4b95dc..8418ad1 100644 --- a/AdminRedesign/Existing-Admin-Flow.txt +++ b/AdminRedesign/Existing-Admin-Flow.txt @@ -12,7 +12,7 @@ user interface. Organized starting with menu items -Item Charcter Decription +Item Charter Description ---------------------------------- - Menu Item -- Sub Menu Item @@ -378,70 +378,377 @@ Existing Admin Flow L Data Abstract Class Documentation. = Members + = Import Members + S Data Import Step 1 + Data Import procedure for importing members from older member + databases that Gaslight used. + = Add-Ons + S Currently Installed and Active GLM Members DB Plugins + L Links for each add-on. Goes to the plugin section on the page. + = Hooks + S Hooks Into GLM Member DB Reference + Explanation of hooks used in the member plugin and Add-on Hooks. + = Crons + S Current Cron Action Requests + List each cron action that is setup using the GlmCron. List which + Days and Times the cron task is set to run. Also list what Menu + and Action are run. + = Videos + S Videos + I Information on how many members have youtube code in their + description field. + L Transfer embed scripts to video url + = Contacts = Contact Options + S Clear All Contacts + S Import from Gaslight Media Legacy Database + S Import/Update Contacts from CSV File + = Clear Archived + S Clear Archived Members/Contacts + B Clear Archived + B Update Usernames + B Contact w/o Members + = Events = Settings + S Management Settings + Options for admin and front end of the Plugin. + Front end view styles. + + S Member Message + Display a Message above the edit event screen for Member + Contacts. + + S iCal Management Settings + Select the image sized referenced in the iCal feed. + + S PDF Management Settings + Event Detail Page Permalink Name (should be moved) + Choose an image for the Event Front end PDF. + Footer Text for the event PDF. + + S Special Management Settings + Terms for Amenities and Turn on/off Event Amenities. Also + on/off Venue Locations for events. + = iCal Feeds + S Add iCal Feed URL. Feeds will be pulled every 12 hours with + WP-Cron and added to the events. + = Import + S Import from Gaslight Events + F Fill in and import events from older Gaslight Event + Applications. + = Timely Import + S Import Time.ly Events + B Import Events + One shot and import the Time.ly Events. + = Events Manager Import + S Import Event Manager Events + B Import Events + One shot and import the Event Manager Events. + + = Packages = Packaging General + S Members Moderated + Force all member packages to be moderated. + + S Package Settings + Package Detail Page Permalink Name. Also setting to override the + package names used. + + S Member Message + Display a message in package admin for Member Contacts. + + S E-Mail Notification Settings + Settings for the email notifications. + = Package List + S Package List Display Options + Options effecting the display of package list on front end. + = Package Detail + S Package Detail Display Options + Options effecting the display of the package detail page on + front end. + = Import Packages + F Import form Setup database for the old member database to + import packages. + = Registrations = General Settings + S Event Registrations General Settings + Permalink, Organization Processing Registrations, Payment, + PayPal, Other General Options, Attendee Information Fields, + Billing Information Fields. + = Terms and Phrases + S Event Registrations Terms and Phrases + Options for setting any terms used in front end and admin side + of plugin. + + S Buttons at top of all pages + Options for labeling of Buttons. + + S Buttons on Add/Edit Attendees Page + Options for labeling of Buttons. + + S Buttons on Cart Page + Options for labeling of Buttons. + + S Buttons on Checkout Page + Options for labeling of Buttons. + + S Attendee/Account Field Title + Options for labeling of Titles. + - Import - Import CSV + F Import files for Member Import of Amenities, Categories, Cities, + Regions, Counties, Member Types and Members. There's a specific + format that is needed for each file. Samples are given and the + import files need to have the same columns. + - Import Photos + F Import for Member Photos. (Photo Gallery) + - Import Files + F Import for Member Files. + - Import Videos + F Import Videos. + - Member Contacts + F Import Member Contacts. + - Verify Member Data + F Database setting for Testing Member Imported data to the old + database. - Shortcodes - - GLM Associate - - billing - - Contacts - - Events - - Packaging - - Registrations + References for all Shortcodes used in the plugin and add-ons. + + = GLM Associate + Detailed description of each shortcode and attributes. + + = billing + Detailed description of each shortcode and attributes. + + = Contacts + Detailed description of each shortcode and attributes. + + = Events + Detailed description of each shortcode and attributes. + + = Packaging + Detailed description of each shortcode and attributes. + + = Registrations + Detailed description of each shortcode and attributes. - Billing - - Dashboard - - Accounts - - Add New Account - - Accounts Export - - Invoices + = Dashboard + B Accounts Export + D Export Account Dialog Form. + + B Add New Account + D Add New Account Dialog Form. + + B Create Invoice + F Create Invoice Page. + + B Make Payment + F Make Payment Page. + + S Accounts with Pending Renewals + T Short list of Accounts with Pending Renewals. + + S Accounts with Overdue Renewals + T Short list of Accounts with Overdue Renewals. + + S Accounts with Overdue Invoices + T Short list of Accounts with Overdue Invoices. + + = Accounts + B Add New Account + B Accounts Export + + T List of Billing Accounts. + For each account + L Member Dashboard + Link opens new tab to goto the members dashboard. + + L View Statements + D View all statements for this Account. + + L Billing Info + D View Edit Form for this Account. + + L Delete Account + D Confirm Delete + + = Invoices - Create Invoice - - Payments + + = Payments - Payments Export + D Export Payments Dialog Form. + - Create Payment - - Invoicing + F Make Payment Page. + + = Invoicing (link not active) - Create Invoices + F Filter Form for selecting Invoices to Create. + - Print Invoices + F Filter Form for selecting Invoices to Print. + - Create Labels + F Filter Form for selecting Labels to Create. + - Send Emails + F Filter Form for selecting Invoices to Send. + + = Reports (link not active) + -- Open Accounts + T List of members accounts with Open Accounts. + + -- Closed Accounts + T List of member accounts with Closed Accounts. + + -- Accounts by Age + T List of member accounts That are over 60 days old. + + -- Report Generator + F Filter Form for viewing Accounts by invoice types, member + name, From and to date ranges and Transaction Types. + + -- No Accounts + T List of Members that have no accounts. + + -- All Accounts + T List of all Accounts. + + = Invoice Types + T List of Invoice Types + Each Invoice Types has the following: + L Edit + Edit Form for the Invoice Type. + + L Delete + D Confirm Delete. + + = Notifications + T List of Notifications + Each Notification has following: + L Edit + Edit Form for the Notification + + L Preview + D Preview Dialog of the Notification + + L Delete + D Confirm Delete. + + = Config (link not active) + -- Settings + S Invoice Information + Logo and company information to print on invoices. + + S Membership Renewal Settings + Settings for the renewal date. If they renewal same day and + Receipt Text Message. Member Types requiring accounts and + Member Types that are free memberships. + + S Advanced Settings + Customization for various Billing Accounts settings such as + What to show on invoices and different invoice methods. + + -- Management (only viewable by admin users) + S Dashboard Settings + Which Dashboards get displayed. + + S Templates + Invoice and Payment templates. + + S Payment Methods + Payment Methods used in Billing Payment Forms. + + S Credit Card Accepted + Which card is accepted for payments. + + S Credit Card Processor + Select Card processor. + + S Credit Card Processor Settings + Detail of the Card Processor Settings PayPal Square etc. + - Contacts - - Add New Member Contact - - Contact Export/Reports + B Add New Member Contact + F Add New Member Contact Form. + + B Contact Export/Reports + D Contact Export Dialog + + T List of Member Contacts + Each contact listed has the following: + L Edit Contact. + F Edit Contact Form. + + L Member Name + Links to the member dashboard. - Events - Dashboard - - Event List - - Add A New Event + Show List of Pending Events. + Total Number of Events. + F Event Search Form + B Add A New Event (See Add a New Event) + + -- Event List + T Event List + List of events each with the following: + L Edit Event + F Edit Event Form. (See Add a New Event) + + B Add A New Event + S Event Description + F Event Details Contact Info and Status. + + S Location + F Event Location + + S Summary Calendar + . Calendar showing the dates of the event. + + S Attach Files + F Add up to 3 event Files with File Name. - Packages + T List of Packages + Each package has the following: + L Edit package + F Edit package Form. + + L Member Name as link to that members dashboard. + + L View Package + New tab open to view front end package detail page. + + B Delete Package (no confirm) - Registrations - List