Difference between revisions of "GovProp"

Revision as of 18:25, 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.
   1. -SIGN UP FORM CONTENT: Enter text for the Check Payment Acknowledgement and Thank You Form.
   2. -EMAIL ADDITIONAL CONTENT: Enter text for the "Forgot Password Email".
   3. -NOTIFICATION EMAIL ADDITIONAL CONTENT: Enter text for the folowing:
      1. Engagement Invite Notification
      2. Engagement Invite Email
      3. Engagement Response Notification
      4. Engagement Response Email
      5. Engagement Approved Notification
      6. Engagement Approved Email
   4. -MILESTONE ITEM: Select the item to be used to calculate the charges for work completed by the consultant. (Note: This item should be set to BILLING ALLOWED in the Pay Method Compatibility field in the PURCHASE tab of the item.)
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.

Enter GovProp System Availabilty to Appear for Consultants

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM AVAILABILITY.
3. Click ADD.
4. Type in the name, such as "10 Hours per week".

Click OK to save changes.

Enter GovProp System Business Types to Apply to Companies

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM BUSINESS TYPE.
3. Click ADD.
4. Type in the name, such as "Sole Proprietorship".

Click OK to save changes.

Enter GovProp System Categories to Select for Projects

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM CATEGORIES.
3. Click ADD.
4. Type in the name, such as "Administrator & Support Services".

Click OK to save changes.

Enter GovProp System Sub-Categories to Select for Projects

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, such as "Staff Augmentation".
5. Type in the name for the parent category, such as "Administrator & Support Services".

Click OK to save changes.

Enter GovProp System Company Certifications to Select for Companies

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM COMPANY CERTIFICATIONS.
3. Click ADD.
4. Type in the name, such as "Company Certification 1".

Click OK to save changes.

Enter GovProp System User Certifications to Select for Consultants

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM USER CERTIFICATIONS.
3. Click ADD.
4. Type in the name, such as "User Certification 1".

Click OK to save changes.

Enter GovProp System Funding Terms to Select for Project Payment

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM FUNDING TERMS.
3. Click ADD.
4. Type in the name, such as "Net 15 (3.5%)".
5. Type in the Fee % to charges, such as "3.5".
6. Type in the Alpha Sort Order in the drop down list, such as "1".

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.

Set Up Mobile Carriers that Consultant Can Select in Their Profile

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM MOBILE CARRIERS.
3. Click ADD.
4. Enter the Name of the carrier, such as "Altel".
5. Enter the SMS Gateway, such as "@sms.alltelwireless.com".
6. Enter the MMS Gateway, such as "@mms.alltelwireless.com".
7. Upload an image to associate to this carrier, if desired.
8. Click OK to save changes.

Add NAICS Codes that Companies Can Select in Their Profile

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM NAICS CODES.
3. Click ADD.
4. Enter the Name of the industry code, such as "Agriculture, Forestry, Fishing and Hunting".
5. Enter the Code Number, such as "11".
6. Click OK to save changes.

Add System Project Statuses that Can Be Selected for a Project

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 project status, such as "Submitted".
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.

Enter System Verifications to Select for Consultants

1. Login and go to ADMIN.
2. Click on MANAGE ADD-ONS, GOVPROP, GOVPROP SYSTEM VERIFICATIONS.
3. Click ADD.
4. Enter the name of the verification, such as "Silver".
5. Click OK to save changes.