--- /dev/null
+
+INSTRUCTIONS
+
+This document is intended to develop into a detailed specification for the admin area. It should
+evolve from a rough strategic document to that fully detailed specification. It's OK to include
+items that generally describe what we want and how that will work and be applied then work out
+the details over time.
+
+Please add any comments or suggestions for changes rather than just changing things here. These
+will be considered and either integrated into the outline, have added comments, or be deleted.
+
+Use the "General Comments" section for things that are not specific to a particular area below that.
+
+Comments in specific areas should be indented from the item you're commenting on. Precede all of
+your comments with your name. Added comments on someone else's comment should be indented further.
+For example...
+
+ * Some item already in the outline
+ Chuck: This is my suggested change
+ Steve: I tend to agree with this change but we might need to consider ...
+ Laury: Can we move this to ...
+
+
+== Changelog ==
+= 10/15/19 - Chuck =
+* Restructured objectives
+* Reduced some initial flow specifics.
+* Created "GLM-Associate-Stories.txt" file <<<<< See This file!!!
+
+
+ADMIN DESIGN OBJECTIVES
+------------------------
+
+ * Enable users to work the way that makes the most sense to them
+ * Let individual users select what's most important for themselves
+ * Perhaps permit changing order of widgets or whatever
+ * Let individual users avoid things of limited or no interest to themselves
+ * Hide widgets or certain widget content
+ * Give users a simple way to find things
+ * User "help" resources
+ * General browseable help information
+ * Context sensitive help
+ * Method to display context sensitive help is the same everywhere
+ * Searcheable help
+ * User must be able to directly return to what they were doing before accessing help
+ * Help information should have hot-links to other relevant information
+ * Include definitions directly into help information (clickable?)
+ * If possible, include an overall diagram of how all things in GLM Associate are related
+ * Users should be able to simplify repetative groups of tasks - Wizards?
+ * A "Wizard" is a semi-automated series of steps for completing a multi-step task
+ * When a Wizard is selected it should show that's it's active on the user interface and show the current step
+ * Users should be able to select the next or previous step
+ * For each step the Wizard takes the user to the relevant area to complete that step
+ * The Wizard should show a description (overlay?) for each step it presents to the user
+ * User should be able to turn on/off the step descriptions at any point
+ * Should probably be able to keep certain references needed for additional steps
+ i.e. the member ID associated with an Event that is being created.
+ * There should be a set of pre-defined Wizards for common things that take more than one step to complete
+
+ * Provide flexible and easy to understand user interface (ui)
+ * Simple overview
+ * Things that need attention should be obvious and easy to access
+ * Direct and simple access to various areas of interest to the user
+ * Highly standardized elements for doing common things
+ Things that appear often, such as Add, Delete, Relevant Settings
+ * Highly standardized user interface
+ * Things that are similar must always work the same throughout
+ * Similar things in different areas work the same and are found in consistent locations
+
+ * Organize to be consistent with how users look at what they want to get done
+ * This may or may not be an organization based on a division of data by "Add-On"
+ * Let users hide things they don't normally need, but provide easy access to them if they did
+ * Let users define a common flow of tasks for themselves
+ * Perhaps let them build custom "Wizards" that walk themselve through common things they do
+ * If there's management or settings related to where they are, that should be directly accessible
+ * The user should be able to go directly back to what they were doing when done
+
+ * Streamline common tasks - Possibly offer "wizards" for certain things.
+ * Wizards should use the actual items that the person has to work with normally to do the pieces of the general task
+ i.e. Required steps to create an Event or setup Registrations.
+
+ * Fast development, easy updates and support
+ * Use of standard ui elements
+ * ui elements should be "hierarchical"
+ * Should build upon themselves to create the content
+ * No ui element should be a complete or complex interface
+ * Think of things that might contain other ui elements
+ * Think of low-level ui elements that are the building blocks of a more complex interface
+ * View should define the user interface
+ * No ui elements at all in models
+ * Views should define the flow of the admin area from the top down
+
+ * Keep users within a familiar context so they know where they are and don't get lost
+ * Users should not have to "find" they're way back to where they came from
+ * Users should be able to easily access a different set of information withough loosing their current context
+ * i.e. If a user has something selected to review and they need to do something unrelated, they should be able
+ to go directly back to what they selected.
+
+
+
+ADMIN FLOW SPECIFICS
+--------------------
+
+*** Things from here down are initial thoughts, not yet an actual plan ***
+
+* User Interface Components - Standardize
+
+ * Menu
+ * Navigation / Headers to identify where the user is working
+ * Widgets - Main dashboard - elsewhere???
+ * Temporary expanded info and edit possible features
+ * Expanding region
+ * Pop-up or overlay
+ * Sliders
+ * ???
+
+* GLMA Menu
+
+ * Consider removing all left-hand menu items other than "GLM Associate"
+
+* Main Dashboard
+
+ Main dashboard should provide the following.
+ * Access to general Help information - Optionally entire help document.
+ * Display of relevant status (limited - any?)
+ * Notification of, and access to, things that need attention
+ * Access to settings associated with each Add-On widget
+ * Access to main lists of information in limited format
+ * Filters and sorting for these lists
+ * Easy access to expanded info and editing of entries in these lists
+ * Direct access to the associated add-on Dashboard
+ * Easy return to a focused widget after linking off to a relevant add-on page or
+ after use of an edit or info pop-up or slider
+
+ Widgets
+
+ * GLM Associate brief status - Widget
+ * Access to related Help information
+ * Anything general to GLMA that needs attention
+ * Access to Global settings and management options
+ * Highlight if required information not completed - i.e. no categories or cities
+
+ * Widgets for specific areas of information - Not necessarily organized by Add-On
+ * Access to related Help information
+ * Relevant general status (limited)
+ * Contains brief summary information of things that need attention or flag that something needs attention
+ * Easy access to edit/update items needing attention and easy return to this widget
+ * Current active items of interest - i.e. currently open registrations
+ * Quick access to detail/edit of active items and easy return to this widget
+ * Direct access to entries in significant lists - i.e. members
+ * Quick access to detail/edit of list items and easy return to this widget
+
+* Individual Add-On pages (including members) - Consider not having "Pages" per add-on.
+
+
+
+---------------------
+Anthony T : 10-9-2019 - Thanks for this.
+---------------------
+* Previous GLMA Admin Revamp Flow
+ * Basic Flow: ( Single Page Application coordinated mostly with a routed drawer )
+ * Dashboard --> widgets --> widget --> open drawer to perform an action (add new entity, edit profile, change settings pertaining to the relevent add-on etc.)
+ * List View:
+ * Add New Entity --> opens drawer to present the new entity form
+ * Selecting List Item --> opens drawer to present the edit / manage entity form(s)
+ * Settings Button --> opens drawer to present the settings / management options for the relevent section / add-on
+ * Filters --> filters manipulate the list without page reload
+
+ * Main menu item ( GLM Associate ) leads to the Widget Dashboard
+ * Entity Name (Members, Events etc. ) leads to the List / Management view for that add-on. (members list, events list etc.)
+
+ * Widget Dashboard :
+ * wigdets contained basic lists and filters for pending or actionable items related to an add-on
+ * widgets did not permit management of the add-on internally but routed to the proper section , primarily the drawer which was routed internally
+
+
+
--- /dev/null
+GLMA Admin Issues and Requests
+------------------------------
+
+* Implement standard UI elements and Foundation 6 across all of admin section
+
+ * Image tags need alt or decorative attributes. ‘alt=”” is decorative’
+ * Need to work on making output for each plugin ADA compliant.
+
+* Plugin Specific
+.
+ * Members Plugin
+ * Move Settings into the plugin
+ * Streamline the member and member profile edit pages so their one page
+ * Client need a way to send out notifications to their members, much like we have in the Event Registrations plugin. (with send now) Messages Plugin
+ * Add County to the member search filter in admin. (request by Jodie 10/10/19)
+ * Events Plugin task#40611
+ * Move Settings into the plugin
+ * Ability to add event category to the event url task#35231
+ * Image Tags need alt or decorative attributes
+ * Contact Plugin
+ * Merge the migcsa work for contacts into main develop branch and release Chuck Says NO.
+ * Move settings into the plugin
+ * Audit Log for contacts (member contacts) High Priority
+ * Billing Plugin
+ * Move settings into the plugin (completed on develop)
+ * Test develop branch
+ - Square Payments
+ - Test with Migcsa billing
+ * Update multi selects with the jquery plugin used on member category search
+ * Custom Fields Plugin
+ 1. Add Management Options for custom fields plugin task#36480
+ * Messaging Plugin
+ 1. Ready for review task#36957
+ 2. Stats filter (complete)
+
+* General
+
+ * Create task for each website to update their gravity forms plugin and setup reCaptcha for the forms.
+ * Update any add on plugins for gravity forms first.
+
+
+
--- /dev/null
+
+INSTRUCTIONS
+
+This document is indended to "story-board" things a user might do. In effect, we take a customer
+objective (I want to...) and give the user a way to get that done. In some cases this might be
+a simple "go here and do that". In other cases it might be more complicated. The objective here
+is to work though these scenarios and sort out what's best for the user--what gets the user to
+the completion of their objective the fastest, easiest, most intuitive way.
+
+Please add any comments or suggestions for changes rather than just changing things here. These
+will be considered and either integrated into the outline, have added comments, or be deleted.
+
+Use the "General Comments" section for things that are not specific to a particular area below that.
+
+
+
+GASLIGHT MEDIA ASSOCIATE USER STORIES
+-------------------------------------
+
+INDEX - Things a user would want to do as questions
+
+General
+ * I installed the GLM Associate, now what?
+
+Working with Members
+ * I want to add my first member, how do I do that?
+
+
+
+
+DETAIL
+
+
+----------------------------------------
+
+I installed the GLM Associate, now what?
+
+ * Here's what you need to know about our user interface.
+
+ * (how do we explain our user interface
+
+ * There's a few things we need you to look at first
+
+ * These are general management options you might want to change
+
+ * How do you want to refer to your members?
+
+
+
+----------------------------------------
+
+I want to add my first member, how do I do that?
+
+ * ...
+
+
+++ /dev/null
-
-INSTRUCTIONS
-
-This document is intended to develop into a detailed specification for the admin area. It should
-evolve from a rough strategic document to that fully detailed specification. It's OK to include
-items that generally describe what we want and how that will work and be applied then work out
-the details over time.
-
-Please add any comments or suggestions for changes rather than just changing things here. These
-will be considered and either integrated into the outline, have added comments, or be deleted.
-
-Use the "General Comments" section for things that are not specific to a particular area below that.
-
-Comments in specific areas should be indented from the item you're commenting on. Precede all of
-your comments with your name. Added comments on someone else's comment should be indented further.
-For example...
-
- * Some item already in the outline
- Chuck: This is my suggested change
- Steve: I tend to agree with this change but we might need to consider ...
- Laury: Can we move this to ...
-
-
-
-GASLIGHT MEDIA ASSOCIATE ADMIN FLOW SPECIFICATION
--------------------------------------------------
-
-* General Objectives
-
- * Provide easy to understand overview and give users a smooth path to greater detail.
- * Organize to be consistent with how users might view the overall structure of the admin tasks.
- * This may or may not be consistent with organizing by Add-Ons - Something to think about
- * Where it makes sense, continue to display summary of all related information when editing/updating
- something in that group of related info. I.e. summarized sections that expand to forms when editing but
- still leave the other information on the page.
- * Standardize user interface so similar things in different areas work the same and are found in consistent locations.
- * Provide easy access to related information including management and settings.
- * Include General and detailed help information where needed.
- * General Help information might be contained in a single document that contains all overall and add-on general
- help information - Can use links that target a specific location in that document. This document should be
- download able and printable.
- * General help information link or icon should be in the same place for all widgets and pages
- * Could be separate window for Desktop environment to permit referencing it while doing related work.
- * Detailed help information should be available close to where it's needed (i.e. with the field being edited)
- * A common Icon or link name should be used for all help information
- * General help information should contain a logical organization diagram of related information
- It should show how all of the groups of information are related for an application.
- * Streamline common tasks - Possibly offer "wizards" for certain things.
- * Wizards should use the actual items that the person has to work with normally to do the pieces of the general task
- i.e. Required steps to create an Event or setup Registrations.
- * As an alternative, or until we build widgets, have general help text show the steps needed to perform common things.
-
-* User Interface Components - Standardize
-
- * Menu
- * Navigation / Headers to identify where the user is working
- * Widgets - Main dashboard - elsewhere???
- * Temporary expanded info and edit possible features
- * Expanding region
- * Pop-up or overlay
- * Sliders
- * ???
-
-* GLMA Menu
-
- Provides quick access to GLMA Main Dashboard and direct access to each significant
- Add-On page. Some Add-Ons may not require their own page and may not have a menu item.
-
- * Consider if we should keep sub-menu items? Are they needed and if not how do we avoid them?
- Consider if we need this menu at all if we have good navigation from the main GLMA dashboard.
- * Current Menu Structure - Please fill in for other Add-Ons
- * Members (Dashboard)
- * List - Should consider not using these - main list for an add-on should be a feature of add-on dashboard
- * Member (current or last accessed member) - might move this to be "last Member' as sub-menu item with "List"
- * Files Library
- * Settings
- * Management
- * Import
- * Shortcodes
- * Contacts
- * Coupons
- * List - Same here
- * Events
- * List - Same here
- * Leads
- * Packages
- * Registrations
- * List - Same Here
- * Requests
- * Accounts - Need to finish accounts implementation
-
-* Main Dashboard
-
- Main dashboard should provide the following.
-
- * Access to general Help information - Optionally entire help document.
- * Display of relevant status (limited - any?)
- * Notification of, and access to, things that need attention
- * Access to settings associated with each Add-On widget
- * Access to main lists of information in limited format
- * Filters and sorting for these lists
- * Easy access to expanded info and editing of entries in these lists
- * Direct access to the associated add-on Dashboard
- * Easy return to a focused widget after linking off to a relevant add-on page or
- after use of an edit or info pop-up or slider
-
- Widgets
-
- * GLM Associate brief status - Widget
-
- * Access to related Help information
- * Anything general to GLMA that needs attention
- * Access to Global settings and management options
- * Highlight if required information not completed - i.e. no categories or cities
-
- * Each add-on - Widget
-
- * Access to related Help information
- * Relevant general status (limited)
- * Contains brief summary information of things that need attention or flag that something needs attention
- * Easy access to edit/update items needing attention and easy return to this widget
- * Current active items of interest - i.e. currently open registrations
- * Quick access to detail/edit of active items and easy return to this widget
- * Direct access to entries in significant lists - i.e. members
- * Quick access to detail/edit of list items and easy return to this widget
-
-* Individual Add-On pages (including members) - Matches admin menu entry?
-
- * Access to related Help information
- * More detailed status that in Main Dashboard
- * Direct access to items needing attention or of current relevance
- * Easy access to significant lists
- * Expanded information for individual list entries
- * Easy access for adding/deleting/updating information
-
-
----------------------
-Anthony T : 10-9-2019
----------------------
-* Previous GLMA Admin Revamp Flow
- * Basic Flow: ( Single Page Application coordinated mostly with a routed drawer )
- * Dashboard --> widgets --> widget --> open drawer to perform an action (add new entity, edit profile, change settings pertaining to the relevent add-on etc.)
- * List View:
- * Add New Entity --> opens drawer to present the new entity form
- * Selecting List Item --> opens drawer to present the edit / manage entity form(s)
- * Settings Button --> opens drawer to present the settings / management options for the relevent section / add-on
- * Filters --> filters manipulate the list without page reload
-
- * Main menu item ( GLM Associate ) leads to the Widget Dashboard
- * Entity Name (Members, Events etc. ) leads to the List / Management view for that add-on. (members list, events list etc.)
-
- * Widget Dashboard :
- * wigdets contained basic lists and filters for pending or actionable items related to an add-on
- * widgets did not permit management of the add-on internally but routed to the proper section , primarily the drawer which was routed internally
\ No newline at end of file
+++ /dev/null
-GLMA Admin Issues and Requests
-------------------------------
-
-* Implement standard UI elements and Foundation 6 across all of admin section
-
- * Image tags need alt or decorative attributes. ‘alt=”” is decorative’
- * Need to work on making output for each plugin ADA compliant.
-
-* Plugin Specific
-.
- * Members Plugin
- * Move Settings into the plugin
- * Streamline the member and member profile edit pages so their one page
- * Client need a way to send out notifications to their members, much like we have in the Event Registrations plugin. (with send now) Messages Plugin
- * Add County to the member search filter in admin. (request by Jodie 10/10/19)
- * Events Plugin task#40611
- * Move Settings into the plugin
- * Ability to add event category to the event url task#35231
- * Image Tags need alt or decorative attributes
- * Contact Plugin
- * Merge the migcsa work for contacts into main develop branch and release Chuck Says NO.
- * Move settings into the plugin
- * Audit Log for contacts (member contacts) High Priority
- * Billing Plugin
- * Move settings into the plugin (completed on develop)
- * Test develop branch
- - Square Payments
- - Test with Migcsa billing
- * Update multi selects with the jquery plugin used on member category search
- * Custom Fields Plugin
- 1. Add Management Options for custom fields plugin task#36480
- * Messaging Plugin
- 1. Ready for review task#36957
- 2. Stats filter (complete)
-
-* General
-
- * Create task for each website to update their gravity forms plugin and setup reCaptcha for the forms.
- * Update any add on plugins for gravity forms first.
-
-
-
projects / prog / glm-documentation.git / commitdiff