with short descriptions. If in any case there is are sections that are referenced from
multiple locations, that section should exist once and be referenced from any such locations.
+Please note the "*** {something} ***" type notes. These represent issues with the current
+user interface.
-- GLM Associate: Main dashboard for all plugins.
- - Members: same as GLM Associate
- - Member: unknown
- Gives message 'No member currently selected' in red! Why?
- - Settings: Dashboard for GLM Associate Settings
- - Member Profiles
- - Dashboard
- Display summary of Profile Settings (Member edits moderated)
- Email Notifications To setting with link.
- Signup Form Setting with link.
- - Member Types
- Add/Edit/Delete Member Types.
- - Categories
- Add/Edit/Delete Categories.
- - Amenities
- Add/Edit/Delete Amenities.
- - Cities
- Add/Edit/Delete Cities.
- - Regions
- Add/Edit/Delete Regions.
- - Counties
- Add/Edit/Delete Counties.
- - Email Notifications
- Configure Settings for member pending notifications.
- - Signup Form
- Configure Settings for Signup Form.
- - Event Categories
- Edit/Add/Delete Event Categories
- - Event Email Settings
- Configure To, From/Reply To, Email Notification Message, Declined
- Message and Approved Message
- - Registrations
- Configure Global Terms & Conditions, List & Registration Pages,
- Cart Page, Checkout Page, Summary Page,
- Email Notifications: Notification to Site Owner, Event Contacts,
- Person Submitting the Registrations, attendees, Acknowledgement to
- Person Submitting Registration when a manually process payment is
- accepted. Acknowledgement to Attendees when a manually processed
- payment is accepted. List of Merge Tags.
- - Management
- - General Settings
- - Misc. Settings
- - Member List Options
- - Member Detail Options
- - Required Pages
- - Members Only
- - Terms and Phrases
- - Development
- - Members
- - Add-Ons
- - Hooks
- - Crons
- - Videos
- - Contacts
- - Contact Options
- - Clear Archived
- - Events
- - Settings
- - iCal Feeds
- - Import
- - Timely Import
- - Events Manager Import
- - Packages
- - Packaging General
- - Package List
- - Package Detail
- - Import Packages
- - Registrations
- - General Settings
- - Terms and Phrases
- - Import
- - Import CSV
- - Import Photos
- - Import Files
- - Import Videos
- - Member Contacts
- - Verify Member Data
- - Shortcodes
- - GLM Associate
- - billing
- - Contacts
- - Events
- - Packaging
- - Registrations
- - Billing
+Organized starting with menu items
+
+Item Charcter Decription
+----------------------------------
+ - Menu Item
+ -- Sub Menu Item
+ = Page Tab
+ L Link
+ B Button
+ U Selection UI Element
+ ! Notification
+ S Separate section of page
+ T Table
+ I Information
+ . Misc Item
+
+
+- "GLM Associate" primary menu & "Members" menu item
+ Main dashboard for all plugins.
+ Duplicate functionality as "Members" menu item - *** Confusing ***
+
+ = "Dashboard" tab
+ Supposed to provide an overview of important GLM Assicate status sand quick access
+ to important things.
+
+ U "Member Search" field (If members enablesd)
+ Self-completing list of members displayed when typing first letters of a member.
+ Selecting a member takes user to "Member Dashboard" tab of "Member" menu.
+ See "Member" menu.
+
+ B "Add a New Member" button (if members enabled)
+ Takes user to "Member Dashboard" of "Member" menu item showing an "Add New Member" form
+ See "Member Menu"
+ There is no way to add a new member from the "Member" menu, *** Confusing ***
+
+ ! Notifications
+ Things that need attention
+
+ . No Member Types
+ Shows if "Member Types" list in "Settings" is empty
+
+ L "Click here to add Member Types"
+ Takes user to "Settings", "Member Profiles", "Member Types" tab
+
+ . No Categories
+ Shows if "Categories" list in "Settings" is empty
+
+ L "Click here to add Categories"
+ Takes user to "Settings", "Member Profiles", "Categories" tab
+
+ . No Amenities
+ Shows if "Amenities" list in "Settings" is empty
+
+ L "Click here to add Amenities"
+ Takes user to "Settings", "Member Profiles", "Amenities" tab
+
+ . No Cities
+ Shows if "Cities" list in "Settings" is empty
+
+ L "Click here to add Cities"
+ Takes user to "Settings", "Member Profiles", "Cities" tab
+
+ . No counties (if counties enabled)
+ Shows if "Counties" list in "Settings" is empty
+
+ L "Click here to add Counties"
+ Takes user to "Settings", "Member Profiles", "Counties" tab
+
+ . No Regions
+ Shows if "Regions" list in "Settings" is empty
+
+ L "Click here to add Regtions"
+ Takes user to "Settings", "Member Profiles", "Regions" tab
+
+ . No members (if members enabled)
+ Shows if there are no members listed (if members a enabled)
+
+ L "Click here to create your first member"
+ Takes user to "Member Dashboard" of "Member" menu item showing an "Add New Member" form
+ See "Member Menu"
+
+ I "Number of Members Listed" (if members enabled)
+ Number of members currently listed
+
+ S "Pending Member Profiles" (if members enabled)
+ Note that this is different from other possible sections in the main dashboard.
+ The other possible sections that can show up here have the name of the section that is a
+ link to them menu for that area of the GLM Associate possibly followed by some other text.
+ This section has no link. Should be to "Members. *** Confusing ***
+
+ T List of members with pending profiles
+ If none, this section doesn't display
+ List columns: "Member Name", "Profile Name", {last updated}
+
+ L {member name}
+ Link to member information when user is expecting a pending profile, *** Confusing ***
+ See "Member" sub-menu, "Member Dashboard"
+
+ L {profile name}
+ Link to Basic information for selected member profile
+ See "Member", "Membee Dashboard", "Profile Data"
+
+ I Date and time profile on this line
+
+ S "Events (Pending)" (if Event Add-On is running and any events are pending)
+ Note that the order of fields in the list in this section is not logically
+ the same as it is for "Pending Member Profiles" and others.
+ Need to make column organization standardized. *** Confusing ***
+
+ S "Coupons (Pending)" (If Coupons Add-On is running)
+ *** More Info Here***
+
+ S "Leads" (If Leads Add-On is running)
+ *** More Info Here***
+
+ S "Packages (Current)" (If Packages Add-On is running)
+ *** More Info Here***
+
+ = "Members List" tab
+ Duplicates "List" sub-menu item - *** Confusing ***
+
+-- "List" - Sub-Menu
+ Duplicates functionality of "Members List" tab - *** Confusing ***
+
+
+- Members: same as GLM Associate
+
+- Member: Used to manage information on a specific member.
+ ? Gives message 'No member currently selected' in red! Why?
+ This is because this menu is for managing the currently selected member.
+ The currently selected member is the last member selected from the members "List".
+ Something became broken with this at some point.
+
+ (Oops, this goes here somewhere)
+ B "Activate"
+ Activates this member profile
+ Deactivates any other active profile for this member
+ Takes user to "Member" menu, "Member Dashboard" for this member
+
+ B "Clone"
+ Creates a complete clone of this member profile
+
+
+
+- Settings: Dashboard for GLM Associate Settings
+ - Member Profiles
- Dashboard
- - Accounts
- - Add New Account
- - Accounts Export
- - Invoices
- - Create Invoice
- - Payments
- - Payments Export
- - Create Payment
- - Invoicing
- - Create Invoices
- - Print Invoices
- - Create Labels
- - Send Emails
+ Display summary of Profile Settings (Member edits moderated)
+ Email Notifications To setting with link.
+ Signup Form Setting with link.
+ - Member Types
+ Add/Edit/Delete Member Types.
+ - Categories
+ Add/Edit/Delete Categories.
+ - Amenities
+ Add/Edit/Delete Amenities.
+ - Cities
+ Add/Edit/Delete Cities.
+ - Regions
+ Add/Edit/Delete Regions.
+ - Counties
+ Add/Edit/Delete Counties.
+ - Email Notifications
+ Configure Settings for member pending notifications.
+ - Signup Form
+ Configure Settings for Signup Form.
+ - Event Categories
+ Edit/Add/Delete Event Categories
+ - Event Email Settings
+ Configure To, From/Reply To, Email Notification Message, Declined
+ Message and Approved Message
+ - Registrations
+ Configure Global Terms & Conditions, List & Registration Pages,
+ Cart Page, Checkout Page, Summary Page,
+ Email Notifications: Notification to Site Owner, Event Contacts,
+ Person Submitting the Registrations, attendees, Acknowledgement to
+ Person Submitting Registration when a manually process payment is
+ accepted. Acknowledgement to Attendees when a manually processed
+ payment is accepted. List of Merge Tags.
+
+- Management
+ - General Settings
+ - Misc. Settings
+ - Member List Options
+ - Member Detail Options
+ - Required Pages
+ - Members Only
+ - Terms and Phrases
+ - Development
+ - Members
+ - Add-Ons
+ - Hooks
+ - Crons
+ - Videos
- Contacts
- - Add New Member Contact
- - Contact Export/Reports
+ - Contact Options
+ - Clear Archived
- Events
- - Dashboard
- - Event List
- - Add A New Event
+ - Settings
+ - iCal Feeds
+ - Import
+ - Timely Import
+ - Events Manager Import
- Packages
+ - Packaging General
+ - Package List
+ - Package Detail
+ - Import Packages
+ - Registrations
+ - General Settings
+ - Terms and Phrases
+
+- Import
+ - Import CSV
+ - Import Photos
+ - Import Files
+ - Import Videos
+ - Member Contacts
+ - Verify Member Data
+
+- Shortcodes
+ - GLM Associate
+ - billing
+ - Contacts
+ - Events
+ - Packaging
- Registrations
- - List
- - Dashboard
- - Add a Registration Event
- - Display Notifications E-Mails sent today
- - Dashboard For Last Selected Event
- - Global Payment Codes
- - Requests
- - Request Dashboard
- - Last Selected Request
- - Accounts
- - Dashboard
- - Last Selected Account
+
+- Billing
+ - Dashboard
+ - Accounts
+ - Add New Account
+ - Accounts Export
+ - Invoices
+ - Create Invoice
+ - Payments
+ - Payments Export
+ - Create Payment
+ - Invoicing
+ - Create Invoices
+ - Print Invoices
+ - Create Labels
+ - Send Emails
+
+- Contacts
+ - Add New Member Contact
+ - Contact Export/Reports
+
+- Events
+ - Dashboard
+ - Event List
+ - Add A New Event
+
+- Packages
+
+- Registrations
+ - List
+ - Dashboard
+ - Add a Registration Event
+ - Display Notifications E-Mails sent today
+ - Dashboard For Last Selected Event
+ - Global Payment Codes
+ - Requests
+ - Request Dashboard
+ - Last Selected Request
+ - Accounts
+ - Dashboard
+ - Last Selected Account
projects / prog / glm-documentation.git / commitdiff