Project Processing Invite Only

History:
Date 4/4/2013 Name Stacy Norman Details First draft Version 0.1

Table of Contents 1 2 3 4 5 6 Project Background ........................................................................................................................................................................... 2 Current Process ................................................................................................................................................................................. 2 New Process ...................................................................................................................................................................................... 2 Admin - Approve Projects (/admin/Approve-Projects.cfm) .............................................................................................................. 4 Emails ................................................................................................................................................................................................ 4 Alerts ................................................................................................................................................................................................. 4

DR Module Integration

1 Project Background
We currently manually process Private-Invite Only projects. We need to eliminate the manual processing of private projects. This document outlines the needed changes.

2 Current Process
1) When a Private-Invitation Only project is posted, it is listed on the Approve Projects page (/admin/ApproveProject.aspx) as follows.

2) 3)

If no Freelancers have been invited to the project, we click a Send button to trigger an email to the Employer to remind him/her to invite Freelancer. This action is taken as soon as the project is added to the Approve Projects page If no Freelancers have been invited within 24 hours of the project being posted, we change the Privacy Setting to Public Open to All, review and either Approve or Reject the project.

3 New Process
1) 2) The following text changes will be seen by Owners and Administrators. When a Private-Invitation Only project is posted and no Freelancers have been invited, a) Do not list Private Invitation only projects to the Approve Projects page until at least one Freelancer has been invited.

b) Upon posting the project, a modified version of the Review Your Project email (email_emp_project_review.tmpl.html) will be sent, making the immediate sending of the reminder email unnecessary. c) Change the text on the My Projects page from

to

i)

Clicking Please invite Freelancers now takes the user to the Search for Freelancers page.

d) Change the text on the Project Details page from

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To

i) e)

Clicking Please invite Freelancers now takes the user to the Search for Freelancers page.

If no Freelancers have been invited within 12 hours of the project being posted, i) ii) A reminder email will be triggered via a backend auto task (email_emp_project_please_invite.tmpl.html) An alert will be posted to the Employers dashboard and Project Overview.

iii) The text on the Projects page will be updated to

(1) Clicking Please invite Freelancers now takes the user to the Search for Freelancers page. iv) The text on the Project Details page will be updated to

(1) Clicking Please invite Freelancers now takes the user to the Search for Freelancers page Last Saved 2013-09-06 03:38:00 Page 3

DR Module Integration f) If no Freelancers have been invited 24 hours after the project is posted, i) ii) The project is automatically changed to a Public-Open to All project It is then added to the Approve Projects page

iii) The Employer is notified of the change via email (email_emp_project_now_public.tmpl.html) and alerts. iv) The text on the Projects and Project Details page is updated to the standard text for a public project that is pending approval. 3) Once at least one Freelancer has been invited to a Private-Invite Only project, a) Add the project to the Approve Projects queue to be handled as it is today.

4 Admin - Approve Projects (/admin/Approve-Projects.cfm)

1) No change

5 Emails
Path: BAUM-DC-01/home/Email Templates/Employer/HTML/Invite Only Revamp If a secondary email address has been established by the Owner, send emails to the secondary address. Otherwise, send the emails to the primary address. File name Email_emp_project_review_tmpl. html Email_emp_project_please_invite .tmpl.html Email_emp_project_approved.tm pl.html Email_emp_project_now_public.t mpl.html Subject Review posting Your project Trigger Employer posts a project Employer posted a private project and did not invite Freelancers within 12 hours. Support approves Employers project. the Standard Footer? Y Y

Please invite Freelancers

Your project posting is approved! We changed your projects privacy settings.

Y Y

A backend auto task changes a private project to public because the Employer failed to invite any Freelancers within 24 hours of posting.

6 Alerts
These new alerts will be posted both to the Dashboard and to the Project Overview page. For the alert posted to the Project Overview, change Details for $projecTitle to Project Details. Grouping Project Details Alerts Please Invite Freelancers We cannot approve your private project until you invite at least one Freelancer. Please invite Freelancers now. [icon] Details for $projectTitle Action Go to the Search for Freelancers page.

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Privacy Settings Changed Because you did not invite at least one Freelancer to your private project within 24 hours, we changed it to to public to ensure you receive quotes. Rest assured, we still hide your contact info. [icon] Details for $projectTitle

Go to the Project Details page for the corresponding project. emp/ProjectDetail.aspx?ProjectId=XXXXXX

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