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Demo: February 18 2020

Agenda

Client Portal from a workflow perspective

reupload
confirm
PAMS: export client set as CSV
Portal: upload CSV import file
validate data
import report
create user accounts, if needed, property records
enqueue Rava Requests
worker: send emails to clients until queue empty

Client Portal from a client perspective

Receive welcome email
Click through to portal
Set password if needed
Start RAVA form for property
Identify number of buildings
Start RAVA for each building
Fill out three-part form
Confirm RAVA Form
Client Dashboard

Client Portal from a systems perspective

PortalRecurringPaymentsIdentityManagementAuthenticationAuthorizationClientManagementPropertyManagementBuildingsManagementActivityManagementFormsManagementMultipartValidationsRAVAFormRPIEFormFutureFormNotificationManagementEmailNotificationsReportsManagementClientStatusAdminReportsImportManagement