A description of how the system is layed out:
1)
External pages for Anonymous:
a)
“Volunteer” link from the SFBS web site takes you to a page on our
site that allows you to:
i)
Log in if you’re already Registered, otherwise create
a new Login account
(1)
While creating a new Login account, ask for an email address and check
to be sure that the Email address is not already in the database. If it is, ask
the user to either log in using that email address, or in a case where multiple
people are sharing an email address, ask this person to create a new login.
ii)
Or See the Calendar for group registration. One group
allowed per day. Days when a group has signed up are shown as “Taken”, available
days are shown as “Available”.
b)
“Donate” link from the SFBS web site takes you to a page on our site
that allows you to make an anonymous credit card donation
2)
External pages for Registered:
a)
My Account page
i)
When this gets filled out for the first time, automatically
email info about the next orientation to this new user.
ii)
Do we need a separate page for volunteers to update
their existing info, or use the same page as the New volunteer registration page?
iii)
Allows you to set up credit card and amount information for making
an automatic monthly credit card donation
3)
External pages for Group Coordinators:
i)
Group Registration web page. Allows a group coordinator
to sign the group up for a volunteer date. If this Group has volunteered in the
past, present the Group Coordinator with a list of people who have volunteered from
that group in the past, so it’s easy to add one or more of those people from the
past group(s) into the new group.
4)
Menu for all Staff leads to these Internal Pages:
a)
SimpleScreen to find People (Volunteers and/or Donors)
i)
Accessible from the SimpleScreen: Internal Edit screen
for People.
(1)
Includes related forms for Donations and Volunteer Hours.
ii)
Do we need an internal Edit screen for Groups? Are
there any fields that are for internal use only?
iii)
Reports come from here.
b)
Do we need a separate SimpleScreen for groups?
c)
Screen to allow staff to match volunteers up with one of their top
3 favorite jobs for special events like Run to feed the Hungry.
d)
Volunteer Hours data entry web page. Allows employees to easily enter
volunteers’ hours from the weekly volunteer roster.
e)
Screen for entering donations received by check or cash.
f)
Screen for tracking when emails are opened and when users
click on links in emails. (We may need a 2nd SimpleScreen for this)
5)
Menu for Supervisors also leads to these Internal Pages:
a)
Screen to allow Supervisors to create a mass email and choose their
recipients (we may need to make this accessible from the SimpleScreen)
b)
Screen to allow another Supervisor to approve a mass email created
by someone else
6)
Menu for Administrators also leads to these Internal Pages:
a)
Form to allow SFBS to edit all list tables
b)
Form to allow SFBS to move new volunteer records from the Holding
table to tblPersons, and to delete those they don’t want to keep
c)
Form to allow SFBS to merge duplicate records and to mark seemingly-related
records as “not duplicates, so don’t ask me again”.
d)
Screen or at least feature to send data into Quickbooks
e)
7)