Difference between revisions of "Service Provider"
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+ | '''<code> [[Training Manual|Back to main menu]]</code>''' | ||
+ | |||
=='''Applications Screen Flow'''== | =='''Applications Screen Flow'''== | ||
− | * Keisha enters email address and password and | + | |
+ | * Keisha enters email address and password and clicks on Login button. | ||
+ | |||
+ | |||
+ | [[File:SS-1.png]] | ||
− | |||
---- | ---- | ||
− | * To update | + | |
+ | * To update profile Keisha has to click on the Profile in the header. | ||
+ | |||
[[File:S-2.png]] | [[File:S-2.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * On clicking the Profile | + | |
+ | * On clicking the Profile, screen displays the overlay. | ||
+ | |||
[[File:S-3.png]] | [[File:S-3.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * To create a page Keisha | + | |
+ | * Keisha clicks on the “Edit Profile” from the overlay and the application navigates to the Edit profile screen | ||
+ | |||
+ | |||
+ | [[File:SS.png]] | ||
+ | |||
+ | |||
+ | ---- | ||
+ | |||
+ | |||
+ | * To create a page Keisha has to click on Main menu. | ||
+ | |||
[[File:S-4.png]] | [[File:S-4.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | |||
− | [[ | + | * From that she has to click on Pages option. |
+ | |||
+ | |||
+ | [[File:S-5.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * On clicking Pages option application navigates to the Pages screen. | + | |
+ | * On clicking Pages option, application navigates to the Pages screen. | ||
+ | |||
+ | * To create a Page for Organization Keisha has to click on “Create a Page button. | ||
+ | |||
[[File:S-6.png]] | [[File:S-6.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * | + | |
+ | * On clicking create a page button, application takes her to the create wizard. | ||
+ | |||
+ | * To create a page for organization Keisha has to click on the Organization badge. | ||
+ | |||
[[File:S-7.png]] | [[File:S-7.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * | + | |
+ | * On clicking the organization badge, it takes her to the organization create screen. | ||
+ | |||
+ | * After entering all mandatory information click on “Continue” button. | ||
+ | |||
[[File:S-8.png]] | [[File:S-8.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | |||
− | * On Clicking continue button application takes her to Basic Information screen. | + | * On Clicking continue button, application takes her to Basic Information screen. |
+ | |||
+ | * After entering the above information click on “Save and Continue” button. | ||
+ | |||
[[File:S-9.png]] | [[File:S-9.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * After | + | |
+ | * Application takes her to “About” screen. | ||
+ | * After completing the About process she needs to click on “Save and Continue” button. | ||
[[File:S-10.png]] | [[File:S-10.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
+ | |||
* Similarly for the other two steps. | * Similarly for the other two steps. | ||
− | * In Contact person screen after adding the contacts | + | * In Contact person screen after adding the contacts, click “Save and Continue” button. |
+ | |||
[[File:S-11.png]] | [[File:S-11.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
+ | |||
*Application takes her to the Organization Profile. | *Application takes her to the Organization Profile. | ||
+ | |||
[[File:S-12.png]] | [[File:S-12.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * To create Volunteer Opportunities Keisha | + | |
+ | * To create Volunteer Opportunities Keisha has to click on Main Menu. | ||
+ | |||
[[File:S-13.png]] | [[File:S-13.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
+ | |||
* From the main menu select the option called “Pages”. | * From the main menu select the option called “Pages”. | ||
+ | |||
[[File:S-14.png]] | [[File:S-14.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * In Pages screen she | + | |
+ | * In Pages screen she needs to click on the organization which she has created. | ||
+ | |||
[[File:S-15.png]] | [[File:S-15.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * Applications takes her to the organization profile page. From there she | + | |
+ | * Applications takes her to the organization profile page. From there she needs to click on the plug-in “Add a Job Board”. | ||
+ | |||
[[File:S-16.png]] | [[File:S-16.png]] | ||
− | |||
− | |||
− | |||
---- | ---- | ||
− | |||
− | [[File: | + | * On clicking “Add a Job Board” screen displays a pop-up "Job Type". |
− | + | ||
+ | [[File:Sh.png]] | ||
− | |||
− | |||
---- | ---- | ||
− | |||
− | [[File: | + | * To create Volunteering Opportunity Keisha has to click on the Volunteering Opportunity widget. |
+ | |||
+ | |||
+ | [[File:Ab.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
+ | |||
* On clicking the volunteering opportunity widget application takes her to the create screen. | * On clicking the volunteering opportunity widget application takes her to the create screen. | ||
− | [[File: | + | * After entering the necessary information, Keisha needs to click on “Update” button. |
+ | |||
+ | |||
+ | [[File:Zz.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * After | + | |
+ | * After clicking on Update button, application takes her to Details screen. | ||
+ | * Here she needs to provide other information and click on “Publish” button. | ||
+ | |||
[[File:S-22.png]] | [[File:S-22.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * After | + | |
+ | * After clicking on “Publish” button the opportunity will get published. | ||
+ | |||
[[File:S-23.png]] | [[File:S-23.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
+ | |||
* Once Keisha created the Organization in her TMS profile Workspace will get created in the organization name. | * Once Keisha created the Organization in her TMS profile Workspace will get created in the organization name. | ||
+ | |||
[[File:S-24.png]] | [[File:S-24.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * After Creating the Opportunity in TMS automatically a Folder | + | * After Creating the Opportunity in TMS, automatically a Folder will be created in the name of “Volunteering Opportunities”. |
+ | |||
[[File:S-25.png]] | [[File:S-25.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | + | ||
− | After creating an Opportunity | + | * After creating an Opportunity in TMS, application automatically will create a sub-folder under volunteering opportunities folder. |
+ | |||
[[File:S-26.png]] | [[File:S-26.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * To add events Keisha | + | |
+ | * To add events Keisha has to click on the Main Menu. | ||
+ | |||
[[File:S-27.png]] | [[File:S-27.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * From the main menu she | + | |
+ | * From the main menu she needs to select the option "Page". | ||
+ | |||
[[File:S-28.png]] | [[File:S-28.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * In Pages screen she | + | |
+ | * In Pages screen she needs to click on the organization which she has created. | ||
[[File:S-29.png]] | [[File:S-29.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * Applications takes her to the organization profile page. From there she | + | |
+ | * Applications takes her to the organization profile page. From there she needs to click on the plug-in “Add Event”. | ||
+ | |||
[[File:S-30.png]] | [[File:S-30.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
+ | |||
* On clicking “Add Event” it takes her to Events Create Wizard. | * On clicking “Add Event” it takes her to Events Create Wizard. | ||
− | * To create events Keisha | + | * To create events Keisha needs to enter all the required fields and needs to click on the “Update” button. |
[[File:S-31.png]] | [[File:S-31.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * On clicking “Update” button application takes her to the Gallery screen. | + | |
+ | * On clicking “Update” button application takes her to the Gallery screen here she can click "View This Event" button. | ||
+ | |||
[[File:S-32.png]] | [[File:S-32.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * Keisha | + | |
+ | * Keisha can view the event created. | ||
+ | |||
[[File:S-33.png]] | [[File:S-33.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
+ | |||
* Once Keisha created the Organization in her TMS profile Workspace will get created in the organization name. | * Once Keisha created the Organization in her TMS profile Workspace will get created in the organization name. | ||
+ | |||
[[File:S-34.png]] | [[File:S-34.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * After Creating the Events in TMS automatically a Folder | + | |
+ | * After Creating the Events in TMS, automatically a Folder will be created in the name of “Events”. | ||
+ | |||
[[File:S-35.png]] | [[File:S-35.png]] | ||
+ | |||
+ | |||
---- | ---- | ||
− | * After creating an Event | + | |
+ | * After creating an Event in TMS application, automatically a sub-folder will be created under volunteering opportunities folder. | ||
+ | |||
[[File:S-36.png]] | [[File:S-36.png]] | ||
+ | |||
+ | |||
---- | ---- |
Latest revision as of 03:58, 3 January 2015
Back to main menu
Applications Screen Flow
- Keisha enters email address and password and clicks on Login button.
- To update profile Keisha has to click on the Profile in the header.
- On clicking the Profile, screen displays the overlay.
- Keisha clicks on the “Edit Profile” from the overlay and the application navigates to the Edit profile screen
- To create a page Keisha has to click on Main menu.
- From that she has to click on Pages option.
- On clicking Pages option, application navigates to the Pages screen.
- To create a Page for Organization Keisha has to click on “Create a Page button.
- On clicking create a page button, application takes her to the create wizard.
- To create a page for organization Keisha has to click on the Organization badge.
- On clicking the organization badge, it takes her to the organization create screen.
- After entering all mandatory information click on “Continue” button.
- On Clicking continue button, application takes her to Basic Information screen.
- After entering the above information click on “Save and Continue” button.
- Application takes her to “About” screen.
- After completing the About process she needs to click on “Save and Continue” button.
- Similarly for the other two steps.
- In Contact person screen after adding the contacts, click “Save and Continue” button.
- Application takes her to the Organization Profile.
- To create Volunteer Opportunities Keisha has to click on Main Menu.
- From the main menu select the option called “Pages”.
- In Pages screen she needs to click on the organization which she has created.
- Applications takes her to the organization profile page. From there she needs to click on the plug-in “Add a Job Board”.
- On clicking “Add a Job Board” screen displays a pop-up "Job Type".
- To create Volunteering Opportunity Keisha has to click on the Volunteering Opportunity widget.
- On clicking the volunteering opportunity widget application takes her to the create screen.
- After entering the necessary information, Keisha needs to click on “Update” button.
- After clicking on Update button, application takes her to Details screen.
- Here she needs to provide other information and click on “Publish” button.
- After clicking on “Publish” button the opportunity will get published.
- Once Keisha created the Organization in her TMS profile Workspace will get created in the organization name.
- After Creating the Opportunity in TMS, automatically a Folder will be created in the name of “Volunteering Opportunities”.
- After creating an Opportunity in TMS, application automatically will create a sub-folder under volunteering opportunities folder.
- To add events Keisha has to click on the Main Menu.
- From the main menu she needs to select the option "Page".
- In Pages screen she needs to click on the organization which she has created.
- Applications takes her to the organization profile page. From there she needs to click on the plug-in “Add Event”.
- On clicking “Add Event” it takes her to Events Create Wizard.
- To create events Keisha needs to enter all the required fields and needs to click on the “Update” button.
- On clicking “Update” button application takes her to the Gallery screen here she can click "View This Event" button.
- Keisha can view the event created.
- Once Keisha created the Organization in her TMS profile Workspace will get created in the organization name.
- After Creating the Events in TMS, automatically a Folder will be created in the name of “Events”.
- After creating an Event in TMS application, automatically a sub-folder will be created under volunteering opportunities folder.