These are some dev notes from the early stages of building out our Food Pantry features. To see the updated documentation, please visit the Food Pantry Management Software overview page.

sign-up process:

first step

  • removed prices on boxes Selection_1999407.jpg

second step

  • removed 'total' info on summary sidebar
  • update verbiage to remove 'checkout' and 'billing' references
  • added fields to collect home address (even though pickup is used) with description "Please enter in your home address for location eligibility verification."
  • removed buttons allowing selection of pickup/delivery
  • updated button text to remove reference from billing

Selection_1999407.jpg

third step

  • over-ride built for scheduling options (frequency) for 1st, 2nd, 3rd, and 4th weeks of the month
  • removed option to select starting week (unnecessary)
  • removed reference to 'coop' updated to 'pickup location'

Selection_1999408.jpg

registration complete

  • built new embedded content you can edit on the admin for the registration complete page so you can say whatever you'd like, embedded content name: "First Time Registration Instructions"
  • updated layout/design of first time registration page to remove ecommerce 'features', social sharing, and format it nicely for displaying the above new embedded content and displaying pickup location.

Selection_1999409.jpg

account:

  • removed 'coop' mentions from welcome page
  • updated verbiage on welcome page to pick up not delivery

account verification:

  • new encrypted s3 bucket set with strict permissions for validation document upload and store
  • new signups see message asking for document to validate account, can upload. timestamp is stored

Selection_1999410.jpg

  • after 150 days, message asking for document for re-verification is displayed

Selection_1999410.jpg

  • if verification is submitted and account status is pending, an 'account verification pending' notice is displayed.

Selection_1999396.jpg

  • when customer submits verification or re-verification, a new admin notification type has been created and any admins that have the notification enabled will receive an email. An alert will also be placed on the dashboard.

Selection_1999397.jpg

  • sample email notification sent to admin when verification is uploaded for a client:

Selection_1999398.jpg

  • note applied to customer account:

Selection_1999399.jpg

  • dashboard notification example:

Selection_1999400.jpg

  • new section on customer information page on admin for 'verification information'. You can download the uploaded file, view the verification date, and click a button to complete verification. If verified, the client account status is set to active, a timestamp is recorded, and if there are any pending tasks in the client's note section or on the dashboard about verification, the task is also marked complete.

Selection_1999401.jpg

Selection_1999401.jpg

  • when a new weekly cycle is started, if an account has not been verified in over 180 days, then the account status is set back to pending, a log entry is made, and a notification is placed on the dashboard and the customer account. An email is also sent to the client (new email template called "Account Verification Expired"), that you can use a new shortcode: last_verified which will insert the date that the account was last verified.

Selection_1999401.jpg

  • when verification is getting close to expiring (at 30 days before, 15 days before, and 5 days before) an email will be sent to the client (new email template: "Account Verification Expiring Soon", can also use the last_verified short tag).

Email Templates

  • two new email templates created that can be edit on the Admin Email Templates page:

Selection_1999401.jpg

Selection_1999405.jpg

Selection_1999405.jpg

MISC:

  • removed search bar for shop products

UPDATE APRIL 22 2019- Moved the order confirmation and social services features to their own page here: Social Services & Order Confirmation