Difference between revisions of "GovProp"
From Contensive Wiki
(→Set Up Categories for Contractors to Select From During Sign Up) |
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#Type in the NAME for the sub-category. | #Type in the NAME for the sub-category. | ||
#Select the CATEGORY that this sub-category applies to. | #Select the CATEGORY that this sub-category applies to. | ||
+ | Click OK to save changes. | ||
+ | |||
+ | ===Enter Government Agencies to Appear in Drop Down During New Project Creation=== | ||
+ | #Login and go to ADMIN. | ||
+ | #Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM AGENCIES. | ||
+ | #Click ADD. | ||
+ | #Type in the NAME for the agency. | ||
+ | #Upload an image for the agency. | ||
Click OK to save changes. | Click OK to save changes. | ||
Revision as of 15:33, 9 October 2017
Documention for GovProp
Website can be found at govprop.sitefpo.com Staging server is staging-govprop.sitefpo.com
Contents
- 1 Terms
- 2 Roles
- 3 How-To
- 3.1 Edit Settings
- 3.2 Set Up Categories for Contractors to Select From During Sign Up
- 3.3 Set Up Sub-Categories for Contractors to Select From During Sign Up
- 3.4 Enter Government Agencies to Appear in Drop Down During New Project Creation
- 3.5 Set Up Tiles to Appear on Contractor Dashboard
- 3.6 Enter Text to Appear in Project Status Drop Down
- 3.7 Enter Security Clearance Types
- 3.8 Enter Fields to Appear Under Company Snapshot on Contractor Dashboard
Terms
Roles
- Admin
- Employees of GovProp with access to the administrative back end of the website. They have "Administrator" checked in their user record.
- Contractors
- These are the clients of GovProp who are government contractors looking for consultants to complete work for them.
- Consultants
- These are the clients of GovProp who are looking for work from government contractors. They will have the field "Consultant" checked in their People record under the CONSULTANT tab.
How-To
Edit Settings
- Login and go to ADMIN.
- Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SETTINGS.
- -SIGN UP FORM CONTENT: Enter text for the Check Payment Acknowledgement and Thank You Form.
- -EMAIL ADDITIONAL CONTENT: Enter text for the "Forgot Password Email".
- Click OK to save changes.
Set Up Categories for Contractors to Select From During Sign Up
- Login and go to ADMIN.
- Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM CATEGORIES.
- Click ADD.
- Type in the NAME for the category.
Click OK to save changes.
Set Up Sub-Categories for Contractors to Select From During Sign Up
- Login and go to ADMIN.
- Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM SUBCATEGORIES.
- Click ADD.
- Type in the NAME for the sub-category.
- Select the CATEGORY that this sub-category applies to.
Click OK to save changes.
Enter Government Agencies to Appear in Drop Down During New Project Creation
- Login and go to ADMIN.
- Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM AGENCIES.
- Click ADD.
- Type in the NAME for the agency.
- Upload an image for the agency.
Click OK to save changes.
Set Up Tiles to Appear on Contractor Dashboard
- Login and go to ADMIN.
- Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM INFO BOXES.
- Click ADD.
- Enter the Title of the Tile, the URL of the image for the background, and and alpha sort order.
- Click OK to save changes.
Enter Text to Appear in Project Status Drop Down
- Login and go to ADMIN.
- Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM PROJECT STATUS.
- Click ADD.
- Enter the name of the status.
- Click OK to save changes.
Enter Security Clearance Types
- Login and go to ADMIN.
- Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM SECURITY CLEARANCES.
- Click ADD.
- Enter the name of the clearance.
- Click OK to save changes.
Enter Fields to Appear Under Company Snapshot on Contractor Dashboard
- Login and go to ADMIN.
- Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM SNAPSHOTS.
- Click ADD.
- Enter the name of the field.
- Enter the alpha sort order.
- Click OK to save changes.