From: Chuck Scott Date: Tue, 8 Oct 2019 16:43:56 +0000 (-0400) Subject: Re-organized admin request and flow documents. X-Git-Tag: v1.0.0^2~2 X-Git-Url: http://cvs2.gaslightmedia.com/gitweb/index.cgi?a=commitdiff_plain;h=7578ba02bcea477fd0edfb29731ac25297ac0f9e;p=prog%2Fglm-documentation.git Re-organized admin request and flow documents. --- diff --git a/GLM-Associate-Admin-Flow.txt b/GLM-Associate-Admin-Flow.txt new file mode 100644 index 0000000..1a42a09 --- /dev/null +++ b/GLM-Associate-Admin-Flow.txt @@ -0,0 +1,138 @@ + +INSTRUCTIONS + +This document is intended to develop into a detailed specification for the admin area. It should +evolve from a rough stategic 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 sugggestions 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 partcular area below that. + +Comments in specific areas should be indented from the item you're commenting on. Preceed all of +your comments with your name. Added comments on someone else's comment should be indeted 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 - Posssibly offer "wizzards" 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 infromation - 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 infromation + * Anything general to GLMA that needs attention + * Access to Global settings and management options + * Highlight if required infomation not completed - i.e. no categories or cities + + * Each add-on - Widget + + * Access to related Help infromation + * 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 infromation + * 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 acess for adding/deleting/updating information + + + + diff --git a/GLM-Associate-Admin-Requests.txt b/GLM-Associate-Admin-Requests.txt new file mode 100644 index 0000000..1ac8434 --- /dev/null +++ b/GLM-Associate-Admin-Requests.txt @@ -0,0 +1,41 @@ +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 + * 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. Test the messages plugin 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. + + + diff --git a/glma-admin.odt b/glma-admin.odt deleted file mode 100644 index c3da2e2..0000000 Binary files a/glma-admin.odt and /dev/null differ