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Reorganize the organization edits and view so that related items are together, plus some wording adjustments
Why?
The organization settings page has gotten a little unwieldy. Regrouping should make it easier to find things, and help the banks think about things together.
Details
This is the area under "My Organization", signed in as [email protected]
New suggested order (note headings)
Basic Information
Name
Short name
NDBN membership
Url
Email
Address
Logo
Storage
Default Intake Storage Location (for donations and purchases)
Default Distribution Storage Location
Partner Approval Process
Use One Step Invite and Approve partner process
Custom Partner Invitation message
Partner Profile Sections
What kind of requests can approved partners make?
Enable partners to make child-based requests?
Enable partners to make requests by indicating number of individuals needing each item?
Enable partners to make quantity-based requests?
Custom request units used (please use singular form -- e.g. pack, not packs)
Other Emails
Default Reminder day (Day of month an email reminder to submit requests is sent to partners)
Default Deadline day (Final day of month to submit requests)
Distribution Email Content
Printing
Show year-to-date values on distribution printout
Include signature lines on distribution printout
Hide value columns on distribution and donation printout
Hide package column on distribution printout
For Annual Survey:
Does your bank repackage essentials?
Does your bank distribute monthly?
Criteria for completion
behaviour as described above
any test modifications required (not sure there will be any)
updates to user guide (reorganization of getting started - customization page to match, and new screen shots)
The text was updated successfully, but these errors were encountered:
Summary
Reorganize the organization edits and view so that related items are together, plus some wording adjustments
Why?
The organization settings page has gotten a little unwieldy. Regrouping should make it easier to find things, and help the banks think about things together.
Details
This is the area under "My Organization", signed in as [email protected]
New suggested order (note headings)
Basic Information
Name
Short name
NDBN membership
Url
Email
Address
Logo
Storage
Default Intake Storage Location (for donations and purchases)
Default Distribution Storage Location
Partner Approval Process
Use One Step Invite and Approve partner process
Custom Partner Invitation message
Partner Profile Sections
What kind of requests can approved partners make?
Enable partners to make child-based requests?
Enable partners to make requests by indicating number of individuals needing each item?
Enable partners to make quantity-based requests?
Custom request units used (please use singular form -- e.g. pack, not packs)
Other Emails
Default Reminder day (Day of month an email reminder to submit requests is sent to partners)
Default Deadline day (Final day of month to submit requests)
Distribution Email Content
Printing
Show year-to-date values on distribution printout
Include signature lines on distribution printout
Hide value columns on distribution and donation printout
Hide package column on distribution printout
For Annual Survey:
Does your bank repackage essentials?
Does your bank distribute monthly?
Criteria for completion
The text was updated successfully, but these errors were encountered: