Difference between revisions of "GovProp"

Revision as of 17:40, 13 December 2017

Documention for GovProp

Website can be found at govprop.sitefpo.com Staging server is staging-govprop.sitefpo.com

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. They sign up for an account by clicking on Find Consultants.

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. They sign up for an account by clicking on Find Work.

How-To

Edit Settings

1. Login and go to ADMIN.
2. 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".

   -NOTIFICATION EMAIL ADDITIONAL CONTENT: Enter text for the folowing:

a. Engagement Invite Notification

b. Engagement Invite Email

c. Engagement Response Notification

d. Engagement Response Email

e. Engagement Approved Notification

f. Engagement Approved Email

1. -Milestone Item: Select the item to be used to calculate the charges for work completed by the consultant.

3. Click OK to save changes.

Set Up Categories for Contractors to Select From During Sign Up

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM CATEGORIES.
3. Click ADD.
4. Type in the NAME for the category.

Click OK to save changes.

Set Up Sub-Categories for Contractors to Select From During Sign Up

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM SUBCATEGORIES.
3. Click ADD.
4. Type in the NAME for the sub-category.
5. Select the CATEGORY that this sub-category applies to.

Click OK to save changes.

Enter Government Departments to Appear in Drop Down During New Project Creation

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM GOVERNMENT DEPARTMENTS.
3. Click ADD.

Click OK to save changes.

Enter Government Agencies to Appear in Drop Down During New Project Creation

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM AGENCIES.
3. Click ADD.
4. Select the Government Department that this agency is associated with.
5. Type in the NAME for the agency.
6. Type in the ACRONYM for the agency.
7. Upload an image for the agency.

Click OK to save changes.

Set Up Tiles to Appear on Contractor Dashboard

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM INFO BOXES.
3. Click ADD.
4. Enter the Title of the Tile, the URL of the image for the background, and and alpha sort order.
5. Click OK to save changes.

Enter Text to Appear in Project Status Drop Down

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM PROJECT STATUS.
3. Click ADD.
4. Enter the name of the status.
5. Click OK to save changes.

Enter Security Clearance Types

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM SECURITY CLEARANCES.
3. Click ADD.
4. Enter the name of the clearance.
5. Click OK to save changes.

Enter Fields to Appear Under Company Snapshot on Contractor Dashboard

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM SNAPSHOTS.
3. Click ADD.
4. Enter the name of the field.
5. Enter the alpha sort order.
6. Click OK to save changes.