GITBOOK-132: Suseela's Jan 19 changes

guides/documentation-guides/documentation-guidelines.md

@@ -31,7 +31,7 @@ This guide provides basic guidelines for you to write neat documentation.
 In addition to the above while writing user guides follow these conventions:
 
 * Use second-person pronouns i.e. you, your, etc. in the instructions/steps.
-* Use the italicized font for UI elements i.e. dashboard names, button labels, information fields, etc.
+* Use the bold and italicized font for UI elements i.e. dashboard names, button labels, information fields, etc.
 * Use the exact name and case for the UI elements as shown in the user interface.
 * Use quotes for a phrase/word if the phrase/word has to be represented as is.
 

guides/user-guides/create-eligibility-manager-1/copy-of-create-id-document-eligibility-manager.md

@@ -2,30 +2,46 @@
 
 ## Description
 
-This guide provides the steps to create an ID document eligibility manager
+This guide provides the step-by-step instructions to create a ID Document  Eligibility Manager
 
 ## Pre-requisites
 
-user should have a Program Manager role.
+A user should have a Program Manager role to create a ID Document Eligibility Manager.
 
-## Steps
+Note:
 
-1. Navigate to _Programs_ using the menu bar.
+Refer _**Create User and Assign Role**_ user guide to know how to assign role for a User.
 
-<figure><img src="../../../.gitbook/assets/programs.png" alt=""><figcaption></figcaption></figure>
+## Procedure
 
-2. Click on _Configuration_ and then on _ID document Eligibility Manager._&#x20;
+1. In the menu bar, click the icon ![](../../../.gitbook/assets/image.png) and select _**Programs**_.
+2. The _**Programs**_ screen is displayed.
 
-<figure><img src="../../../.gitbook/assets/configuration.png" alt=""><figcaption></figcaption></figure>
+<figure><img src="../../../.gitbook/assets/programs.png" alt=""><figcaption><p>Choose the programs module </p></figcaption></figure>
 
-3. Click _Create_ a button on the ID document eligibility manager list view page.
+3. Click the _**Configuration**_ tab and then select the _**ID**_ _**Document Eligibility Managers**._
 
-<figure><img src="../../../.gitbook/assets/default-eligibility-manager-listview-page.png" alt=""><figcaption></figcaption></figure>
+<figure><img src="../../../.gitbook/assets/configuration.png" alt=""><figcaption><p> Programs screen</p></figcaption></figure>
 
-4. Provide the name for the eligibility manager and select the program name from the drop-down for which the eligibility manager is created.
+4. _**ID Document Eligibility Managers**_ screen is displayed.
 
-<figure><img src="../../../.gitbook/assets/id-document-eligibility-manager-creation-page.png" alt=""><figcaption></figcaption></figure>
+<figure><img src="../../../.gitbook/assets/id-document-eligibility-managers.png" alt=""><figcaption><p>ID Document Eligibility Managers screen</p></figcaption></figure>
 
-5. Click the _Save_ button to save the eligibility manager and it will be listed under the eligibility manager list view page.&#x20;
+_**ID Document Eligibility Managers**_ screen provides dashboard view which lists all the Manager Names and the Program list.
 
-<figure><img src="../../../.gitbook/assets/id-document-eligibility-manager-listview-page.png" alt=""><figcaption></figcaption></figure>
+In  _**ID**_ _**Default Eligibility Managers**_ screen, the available features and their descriptions are:
+
+<table><thead><tr><th width="130">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Create</td><td>Click the <em><strong>Create</strong></em> button to create new ID default eligibility manager</td></tr><tr><td><img src="../../../.gitbook/assets/image (1).png" alt="" data-size="original"></td><td>Click the <em><strong>Export All</strong></em> button to download the details in excel format</td></tr><tr><td>&#x3C;</td><td>Click the <em><strong>Left</strong></em> arrow to go the previous screen</td></tr><tr><td>></td><td>Click the <em><strong>Right</strong></em> arrow to go the next screen</td></tr><tr><td>Filters</td><td><p>Click the <em><strong>Filters</strong></em> link and then select Add Customer Filter.</p><ul><li>Add Customer Filter</li></ul><p>The advanced filter option allows you to define conditions and criteria to refine the search results.</p><ul><li>Select the <em><strong>Add Customer filter</strong></em> and then select the appropriate option in the first drop-down to display the specific data based on the option selected.</li><li>Select the criteria in second and third drop-down to refine the search results. </li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul><p><em>Note: To enhance the search, click the <strong>Add a condition</strong> button and follows the steps given in <strong>Add Customer Filter</strong> option</em></p></td></tr><tr><td>Group By</td><td><ul><li>Click the <em><strong>Group By</strong></em> link and select the option <strong>Program</strong></li><li>The Default Managers are grouped below each program</li><li>Click the <em><strong>Group By</strong></em> link, select <strong>Add Custom Group</strong> and then select the appropriate options in the drop-down to display the specific data based on the option selected.</li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul></td></tr><tr><td>Favorites</td><td><ul><li><p>Click the <em><strong>Favorites</strong></em> link, select <strong>Save current search</strong> and then check the appropriate options. The valid values are: </p><ul><li>Use by default</li><li>Share with all users</li></ul></li><li>Click the <em><strong>Save</strong></em> button to display the data based on the search</li><li>Click the <em><strong>Import records.</strong></em><strong> Import a file</strong> screen is displayed. </li><li>Click the <em><strong>Upload file</strong></em> button, navigate to the file, and import the file in excel or CSV format</li><li>Click the <em><strong>Cancel</strong></em> button to exit the screen</li></ul></td></tr><tr><td>Search</td><td>This field is filled when the available option are selected in Filers, Group By, Favorites</td></tr></tbody></table>
+
+5. Click the _**Create**_ button. The _**ID Document Eligibility Managers/New**_ screen is displayed.
+
+<figure><img src="../../../.gitbook/assets/id-document-eligibility-managers-new.png" alt=""><figcaption><p>ID Document Eligibility Managers/New screen</p></figcaption></figure>
+
+In _**ID Document Eligibility Managers/New**_ screen, the features and their descriptions are:
+
+<table><thead><tr><th width="185">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Enter the name of the eligibility manger</td></tr><tr><td>Program</td><td>Select the program name from the drop-down for which the eligibility manager is created</td></tr></tbody></table>
+
+6. Click the **Save** button to save the eligibility manager and it will be listed under the eligibility manager list view page.
+7. Click the _**Discard**_ button to discard the changes and go back to ID Document Eligibility Managers list view page.
+
+<figure><img src="../../../.gitbook/assets/id-document-eligibility-manager-listview-page.png" alt=""><figcaption><p>New list of ID Document Eligibility Managers</p></figcaption></figure>

guides/user-guides/create-eligibility-manager-1/create-default-eligibility-manager.md

@@ -17,22 +17,24 @@ Refer _**Create User and Assign Role**_ user guide to know how to assign role fo
 1. In the menu bar, click the icon ![](../../../.gitbook/assets/image.png) and select _**Programs**_.
 2. The _**Programs**_ screen is displayed.
 
-<figure><img src="../../../.gitbook/assets/programs.png" alt=""><figcaption><p>Choose the Programs screen</p></figcaption></figure>
+<figure><img src="../../../.gitbook/assets/programs.png" alt=""><figcaption><p>Choose the programs module</p></figcaption></figure>
 
 3. Click the _**Configuration**_ tab and then select the _**Default Eligibility Managers**._
 
 <figure><img src="../../../.gitbook/assets/configuration.png" alt=""><figcaption><p>Program screen</p></figcaption></figure>
 
 4. _**Default Eligibility Managers**_ screen is displayed.
 
-<figure><img src="../../../.gitbook/assets/default-eligibility-manager-listview-page.png" alt=""><figcaption><p>Default Eligibility Managers screen</p></figcaption></figure>
+<figure><img src="../../../.gitbook/assets/default-eligibility-managers.png" alt=""><figcaption><p>Default Eligibility Managers screen</p></figcaption></figure>
 
 _**Default Eligibility Managers**_ screen provides dashboard view which lists all the Manager Names and the Program list.
 
 In _**Default Eligibility Managers**_ screen, the available features and their descriptions are:
 
 <table><thead><tr><th width="130">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Create</td><td>Click the <em><strong>Create</strong></em> button to create new default eligibility manager</td></tr><tr><td><img src="../../../.gitbook/assets/image (1).png" alt="" data-size="original"></td><td>Click the <em><strong>Export All</strong></em> button to download the details in excel format</td></tr><tr><td>&#x3C;</td><td>Click the <em><strong>Left</strong></em> arrow to go the previous screen</td></tr><tr><td>></td><td>Click the <em><strong>Right</strong></em> arrow to go the next screen</td></tr><tr><td>Filters</td><td><p>Click the <em><strong>Filters</strong></em> link and then select Add Customer Filter.</p><ul><li>Add Customer Filter</li></ul><p>The advanced filter option allows you to define conditions and criteria to refine the search results.</p><ul><li>Select the <em><strong>Add Customer filter</strong></em> and then select the appropriate option in the first drop-down to display the specific data based on the option selected.</li><li>Select the criteria in second and third drop-down to refine the search results. </li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul><p><em>Note: To enhance the search, click the <strong>Add a condition</strong> button and follows the steps given in <strong>Add Customer Filter</strong> option</em></p></td></tr><tr><td>Group By</td><td><ul><li>Click the <em><strong>Group By</strong></em> link and select the option <strong>Program</strong></li><li>The Default Managers are grouped below each program</li><li>Click the <em><strong>Group By</strong></em> link, select <strong>Add Custom Group</strong> and then select the appropriate options in the drop-down to display the specific data based on the option selected.</li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul></td></tr><tr><td>Favorites</td><td><ul><li><p>Click the <em><strong>Favorites</strong></em> link, select <strong>Save current search</strong> and then check the appropriate options. The valid values are: </p><ul><li>Use by default</li><li>Share with all users</li></ul></li><li>Click the <em><strong>Save</strong></em> button to display the data based on the search</li><li>Click the <em><strong>Import records.</strong></em><strong> Import a file</strong> screen is displayed. </li><li>Click the <em><strong>Upload file</strong></em> button, navigate to the file, and import the file in excel or CSV format</li><li>Click the <em><strong>Cancel</strong></em> button to exit the screen</li></ul></td></tr><tr><td>Search</td><td>This field is filled when the available option are selected in Filers, Group By, Favorites</td></tr></tbody></table>
 
+
+
 5. Click the _**Create**_ button. The Default Eligibility Managers/New screen is displayed.
 
 <figure><img src="../../../.gitbook/assets/default-eligibility-manager-creation-page.png" alt=""><figcaption><p>Default Eligibility Managers/New screen</p></figcaption></figure>

guides/user-guides/create-eligibility-manager-1/create-phone-number-eligibility-manager.md

@@ -1,2 +1,45 @@
 # Create Phone Number Eligibility Manager
 
+## Description
+
+This guide provides the step-by-step instructions to create a Phone Number Eligibility Manager
+
+## Pre-requisites
+
+A user should have a Program Manager role to create a Phone Number Eligibility Manager.
+
+Note:
+
+Refer _**Create User and Assign Role**_ user guide to know how to assign role for a User.
+
+## Procedure
+
+1. In the menu bar, click the icon ![](../../../.gitbook/assets/image.png) and select _**Programs**_.
+2. The _**Programs**_ screen is displayed.
+
+<figure><img src="../../../.gitbook/assets/programs.png" alt=""><figcaption><p>Choose the programs module </p></figcaption></figure>
+
+3. Click the _**Configuration**_ tab and then select the _**Phone**_ _**Number Eligibility Managers**._
+
+<figure><img src="../../../.gitbook/assets/phone-number-eligibility-manager.png" alt=""><figcaption><p>Programs screen</p></figcaption></figure>
+
+4. _**Phone Number Eligibility Managers**_ screen is displayed.
+
+<figure><img src="../../../.gitbook/assets/phone-number-eligibility-manager-screen.png" alt=""><figcaption><p>Phone Number Eligibility Managers screen</p></figcaption></figure>
+
+_**Phone Number Eligibility Managers**_ screen provides dashboard view which lists all the Manager Names and the Program list.
+
+In  _**Phone Number Eligibility Managers**_ screen, the available features and their descriptions are:
+
+<table><thead><tr><th width="130">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Create</td><td>Click the <em><strong>Create</strong></em> button to create new phone number eligibility manager</td></tr><tr><td><img src="../../../.gitbook/assets/image (1).png" alt="" data-size="original"></td><td>Click the <em><strong>Export All</strong></em> button to download the details in excel format</td></tr><tr><td>&#x3C;</td><td>Click the <em><strong>Left</strong></em> arrow to go the previous screen</td></tr><tr><td>></td><td>Click the <em><strong>Right</strong></em> arrow to go the next screen</td></tr><tr><td>Filters</td><td><p>Click the <em><strong>Filters</strong></em> link and then select Add Customer Filter.</p><ul><li>Add Customer Filter</li></ul><p>The advanced filter option allows you to define conditions and criteria to refine the search results.</p><ul><li>Select the <em><strong>Add Customer filter</strong></em> and then select the appropriate option in the first drop-down to display the specific data based on the option selected.</li><li>Select the criteria in second and third drop-down to refine the search results. </li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul><p><em>Note: To enhance the search, click the <strong>Add a condition</strong> button and follows the steps given in <strong>Add Customer Filter</strong> option</em></p></td></tr><tr><td>Group By</td><td><ul><li>Click the <em><strong>Group By</strong></em> link and select the option <strong>Program</strong></li><li>The Default Managers are grouped below each program</li><li>Click the <em><strong>Group By</strong></em> link, select <strong>Add Custom Group</strong> and then select the appropriate options in the drop-down to display the specific data based on the option selected.</li><li>Click the <em><strong>Apply</strong></em> button to display the data based on the search</li></ul></td></tr><tr><td>Favorites</td><td><ul><li><p>Click the <em><strong>Favorites</strong></em> link, select <strong>Save current search</strong> and then check the appropriate options. The valid values are: </p><ul><li>Use by default</li><li>Share with all users</li></ul></li><li>Click the <em><strong>Save</strong></em> button to display the data based on the search</li><li>Click the <em><strong>Import records.</strong></em><strong> Import a file</strong> screen is displayed. </li><li>Click the <em><strong>Upload file</strong></em> button, navigate to the file, and import the file in excel or CSV format</li><li>Click the <em><strong>Cancel</strong></em> button to exit the screen</li></ul></td></tr><tr><td>Search</td><td>This field is filled when the available option are selected in Filers, Group By, Favorites</td></tr></tbody></table>
+
+5. Click the _**Create**_ button. The _**Phone Number Eligibility Managers/New**_ screen is displayed.
+
+<figure><img src="../../../.gitbook/assets/phone-number-eligibility-manager-new-screen.png" alt=""><figcaption><p>Phone Number Eligibility Managers/New screen</p></figcaption></figure>
+
+In _**Phone Number Eligibility Managers/New**_ screen, the features and their descriptions are:
+
+<table><thead><tr><th width="185">Feature</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Enter the name of the eligibility manger</td></tr><tr><td>Program</td><td>Select the program name from the drop-down for which the eligibility manager is created</td></tr></tbody></table>
+
+6. Click the _**Save**_ button to save the eligibility manager and it will be listed under the eligibility manager list view page.
+7. Click the _**Discard**_ button to discard the changes and go back to _**Phone Number Eligibility Managers**_ list view page.

guides/user-guides/create-eligibility-manager.md

@@ -2,15 +2,20 @@
 
 ## Description
 
-This guide provides steps to create and configure the eligibility manager inside the program.
+This guide provides step-by-step instructions to create and configure the eligibility manager under the program.
 
 ## Pre-requisites
 
-The user must have the Program Manager role.
+A user should have a Program Manager role to create a Eligibility Manager under program.
 
-## Steps
+Note:
 
-1. Navigate to _Programs_ using the menu bar.
+Refer _**Create User and Assign Role**_ user guide to know how to assign role for a User.
+
+## Procedure
+
+1. In the menu bar, click the icon ![](../../.gitbook/assets/image.png) and select _**Programs**_.
+2. The _**Programs**_ screen is displayed.
 
 <figure><img src="../../.gitbook/assets/programs.png" alt=""><figcaption></figcaption></figure>