Demo: February 18 2020

Agenda

Client Portal from a workflow perspective

graph TD; A(PAMS: export client set as CSV)-->B(Portal: upload CSV import file); B-->C(validate data); C-->D(import report); D--reupload-->B; D--confirm-->E; E(create user accounts, if needed, property records) -->F; F(enqueue Rava Requests) -->G; G(worker: send emails to clients until queue empty)-->F

Client Portal from a client perspective

graph TD; A(Receive welcome email)-->B(Click through to portal); B-->C(Set password if needed); C-->E(Start RAVA form for property); E-->F(Identify number of buildings); F-->G(Start RAVA for each building); G-->H(Fill out three-part form); H-->done(Confirm RAVA Form); done-->dash(Client Dashboard); dash-->G;

Client Portal from a systems perspective

classDiagram Portal <|-- RecurringPayments Portal <|-- Identity Management Identity Management <|-- Authentication Identity Management <|-- Authorization Portal <|-- Client Management Client Management <|-- Property Management Property Management <|-- Buildings Management Portal <|-- Activity Management Portal <|-- Forms Management Forms Management <|-- Multipart Multipart <|-- Validations Validations <|-- RAVA Form Validations <|-- RPIE Form Validations <|-- Future Form Portal <|-- Notification Management Notification Management <|-- Email Notifications Portal <|-- Reports Management Reports Management <|-- Client Status Reports Management <|-- Admin Reports Portal <|-- Import Management