Good Stuff Happens in 1:1 Meetings: Why you need them and how to do them well
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1. Heroes on the Water
Management UI Concept
Revision 01
Group 1
June 24, 2016
Heroes on the Water
2. User Types
Admin user
âąâ Grants Chapter manager
permissions
âąâ Sees donor dashboard
âąâ CRUD users
Chapter Manager
âąâ Creates Events
âąâ Grants event manager per-
missions
âąâ Assigns inventory to event
Event Manager
âąâ Creates Notifications
âąâ Sees participant and volun-
teers registered for events
âąâ Can check inventory in and
out of event
Volunteer
âąâ Updates their personal in-
formation
âąâ Can see nationwide events
âąâ Can sign-up for events
Admin
Chapter Manager
Event Manager
Volunteer
5. manage.heroesonthewater.org
Login
Username
Password
Re-enter Password
Oops, your passwords donât match, please try again.
A verification email will be sent to you after you submit this form.
Email Address
I am interested in...
Participating
Volunteering
Donating
Create Account
Create
Heroes on the Water
brandNewUser
foo@example.com
ââ â â â â â â
ââ â â â â â â â â â
Triggers a verification email. Spammy info
will deleted after a certain amount of time.
7. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events
Volunteer
Participation Training
Event Overview
Upcoming PastAllSouthwest Region
Kayaking Trip Fly Fishing BBQ Cookout
White Rock Lake, Dallas, TX White Rock Lake, Dallas, TX White Rock Lake, Dallas, TX
August 27, 2016 September 3, 2016 September 3, 2016
Search
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
After login, user is taken to overview page
wheretheyseeagridofeventsappropriate
to their permissions (regional manager,
chapter manager, etc.)
Clicking on âNew Eventâ takes the user to
the edit event screen.
8. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Inventory
Event Manager
Participation Training
Upcoming Past Create New EventAllSouthwest Region
Kayaking Trip Fly Fishing BBQ Cookout
Manage Event Manage Event Manage Event
White Rock Lake, Dallas, TX White Rock Lake, Dallas, TX White Rock Lake, Dallas, TX
August 27, 2016 September 3, 2016 September 3, 2016
Search
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Event Overview
Event Managers can make notifications
and manage inventory.
9. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Users Inventory
Chapter Manager
Participation Training
Upcoming Past Create New EventAllSouthwest Region
Kayaking Trip Fly Fishing BBQ Cookout
Manage Event Manage Event Manage Event
White Rock Lake, Dallas, TX White Rock Lake, Dallas, TX White Rock Lake, Dallas, TX
August 27, 2016 September 3, 2016 September 3, 2016
Search
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Event Overview
Chapter Managers have the same
privileges as Event Managers, but they see
an enhanced toolbar.
10. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Donors Users Inventory
Administrator
Upcoming Past Create New EventAllSouthwest Region
Kayaking Trip Fly Fishing BBQ Cookout
Manage Event Manage Event Manage Event
White Rock Lake, Dallas, TX White Rock Lake, Dallas, TX White Rock Lake, Dallas, TX
August 27, 2016 September 3, 2016 September 3, 2016
Search
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Tempos ut et poreptas et ide sed ulla dolupta
dolorento is accaerovit di rera nullent expli-
quatus mossimo luptate moditiis doluptati
ressite mpeleni tempore pelliti atusape explic
te natempe llenis sam, eos ea abo.
Event Overview
Administratorshaveaccesstodonorsfrom
the toolbar, in addition to other enhanced
privileges.
11. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Inventory
Event Manager
Participation Training
Manage Event
Kayaking Trip | White Rock Lake | August 27, 2016
Description Volunteers Participants Equipment Notifications
Date
Location
Description
Event Manager
8/27/2016
White Rock Lake
Event Manager Name
Tem es essitate volorestet atio dolute estias-
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Save
Event Management is the same for
privileges above participants/volunteers.
12. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Inventory
Event Manager
Participation Training
Manage Event
Description Volunteers Participants Equipment Notifications
Volunteer 1 Name
Deregister View
Volunteer 2 Name
Deregister View
Volunteer 3 Name
Deregister View
Volunteer 4 Name
Deregister
Add Volunteer
View
Kayaking Trip | White Rock Lake | August 27, 2016
Event Managers can add volunteers and
participants on the fly. They can also
deregister users.
13. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Inventory
Event Manager
Participation Training
Description Volunteers Participants Equipment Notifications
Participant 1 Name
Deregister View
Participant 2 Name
Deregister View
Participant 3 Name
Deregister View
Participant 4 Name
Deregister View
Add Participant
Manage Event
14. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Inventory
Event Manager
Participation Training
1 person kayak
5 fishing poles
Add item
Remove
Remove
AddSearch Inventory
0
5
Description Volunteers Participants Equipment Notifications
Manage Event
15. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Inventory
Event Manager
Participation Training
Kayaking Trip Announcement
Kayaking Trip Update
Notification Name Date SentStatus
Sent
Draft
8/1/2016
Add announcement
View
Edit
Add
Description Volunteers Participants Equipment Notifications
Manage Event
16. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Inventory
Event Manager
Participation Training
New Notification
Kayaking Trip Announcement
To
Kayaking Trip August 27, 2016 White Rock Lake, TX
CC
BCC
Subject
Message
CC
Send
Size Style Color Image
BCC
Notifications can be tied to a specific
event. In this case, the new notification was
created from an event. The email fields are
auto-populated.
Notifications should also be able to be
created as one-off items.
Create Notification
Participant 1 Ă
Volunteer 1 Ă
Managers Ă
Volunteer 2 Ă
Participant 2 Ă
Add
18. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Users Inventory
Chapter Manager
Participation Training
Participant 1 Name
Volunteer 1 Name
Chapter Manager
Regional Manager
User Full Name
user1
volunteer1
manager1
manager2
User Name
Participant
Volunteer, Donor
Manager
Regional Manager
Role(s)
Remove
Remove
Remove
RemoveEdit
Edit
Edit
Edit
Southwest Region All UsersSearch
Users can be displayed by a range of filters.
The region filter could have multiple
selections. A user might be a member of
multiple regions.
Manage Users
19. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Users Inventory
Chapter Manager
Participation Training
A userâs information can be edited,
depending on the logged-in userâs
permissions.
The modal is trigged by the âeditâ button in
the list of all users view.
Admin roles will have the ability to grant
manager status.
Regions can be added or removed with
graphical map.
Participant 1
User Name Role
Region(s)Notes
History
Kayaking Fishing Southwest 6/6/2016 Signed-up Attended
participant1 Participant
Edit
First Name Last NameParticipant Numberone
Admin Manage User
Edit User Ă
20. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Logout
Events Notifications Users Inventory
Chapter Manager
Participation Training
Edit Profile
Edit User is a modal dialog box that can be
opened for any user.
Edit Profile
Volunteer 1
User Name
Region(s)Notes
participant1
Event Manager
Edit
Chapter Manager User
Ă
First Name Last NameParticipant Numberone
21. checkin.heroesonthewater.org
Check-in Tool
Kayaking Trip - Check-in
HOW
August 27, 2016
Participant 1
Volunteer 1
Volunteer 2
Participant
Volunteer
Volunteer
AttendedUser Name Role
A highly mobile-optimized tool for checking users in on site.
Add
23. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Users Inventory
Chapter Manager
Participation Training
Manage Inventory
Single-person Kayak
Fishing Pole
HOW123
HOW124
Item NameItem ID
Kayaks
Fishing
Category
Good
Good
Dallas, TX
Dallas, TX
Yes
No
Condition Location Availability
Remove
Remove
Edit
Edit
Southwest Region All Items ConditionSearch
Theinventoryletstheuseraddandremove
inventory on a chapter-by-chapter level.
Condition and location can be managed.
Description Request
24. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Users Inventory
Chapter Manager
Participation Training
Manage Inventory
Request
Item Name
Requester Name
Type Chapter
Theinventoryletstheuseraddandremove
inventory on a chapter-by-chapter level.
Condition and location can be managed.
Description Request
Size Style Color Image
Message
Reqeust
27. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Users Inventory
Chapter Manager
Participation Training
Donors
2016 Donations National Hotspots
ListDashboard
The dashboard gives the user an overview
of the state of donations to the entire
organizaiton.
28. manage.heroesonthewater.org
User FullnameHeroes on the Water Southwest Region Edit Profile Logout
Events Notifications Donors Users Inventory
Administrator
Donors
Dashboard List
Donor Name 1
Donor Name 2
Donor
0.00
0.00
6/21/2016
6/19/2016
Amount Date
View Donor Details
View Donor Details
The donor list view lets the user see and
filter all donations.
Southwest Region By MonthSearch