Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Reorganization of organization edits and view #5055

Open
3 tasks
cielf opened this issue Mar 2, 2025 · 0 comments
Open
3 tasks

Reorganization of organization edits and view #5055

cielf opened this issue Mar 2, 2025 · 0 comments
Labels

Comments

@cielf
Copy link
Collaborator

cielf commented Mar 2, 2025

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

  • 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)
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment
Labels
Projects
None yet
Development

No branches or pull requests

1 participant