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Adding screenshots to partner profiles in user guide regarding recent profile rework #4842

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74 changes: 61 additions & 13 deletions docs/user_guide/bank/pm_partner_profiles.md
Original file line number Diff line number Diff line change
@@ -1,9 +1,6 @@
READY FOR REVIEW

# Partner Profiles

[!NOTE] We are in progress of reworking the Partner Profiles. In the interest of not duplicating effort, we have not included the screenshots in this section until that is ready for launch.

Partner Profiles allow you to gather and hold a lot of information about your Partners that may be useful for meeting your regulatory requirements, managing their experience, and for grant-writing.

There is a *lot* of information in the profiles, and the information that is needed varies from bank to bank. Once you decide what information you need from your partners, you can set up the Partner Profiles to show the sections that you need, customizing it through ["My organization"](getting_started_customization.md).
Expand All @@ -14,10 +11,29 @@ In the Partner's view of the system, they can click on "Edit My Profile" to fil
Once they have saved this, they will also see a "Submit for Approval" button. Clicking that changes their status to "Waiting for Approval", and makes them appear in your [dashboard](essentials_dashboard.md) list of partners waiting for approval, as well as making a "Review Partner's application" button appear beside them in your view of all the Partners.

# Viewing a Partner Profile
The Partner's profile is viewable by clicking Partner Agencies in the left hand menu, then All Partners, then "view" beside the Partner in question. Scroll down to "Partner Profile"
The Partner's profile is viewable by clicking Partner Agencies in the left hand menu, then All Partners, then the name of the Partner. Scroll down to "Partner Profile"
![Partner Profile View Navigation 1](images/partners/partners_profile_view_navigation_1.png)
![Partner Profile View Navigation 2](images/partners/partners_profile_view_navigation_2.png)



More information about the partner profile can be found under "Editing a Partner's Profile", below.
# Editing a Partner's Profile
You can edit a Partner Profile clicking Partner Agencies in the left hand menu, then All Partners, then "view" beside the partner in question. Scroll down to "Partner Profile", then click "Edit Information."


![Partner Profile Edit Navigation 1](images/partners/partners_profile_edit_navigation_1.png)
![Partner Profile Edit Navigation 2](images/partners/partners_profile_edit_navigation_2.png)

This will bring you to the partner profile edit screen
It is initially presented with all the sections collapsed. Clicking on any of them will open the appropriate section.

You can save your progress by pressing the "Save Progress" button -- that will save what you have done, but keep this screen up.
Clicking "Save and Review" will save what you've entered, and go to the profile view.
In either case, the whole profile will be checked for errors, which you will have to resolve to save.

![Partner Profile Edit screen with all sections collapsed](images/partners/partners_profile_edit_initial.png)

# The sections
The high level sections of the partner profile are:
- Agency Information (not configurable)
Expand All @@ -36,7 +52,11 @@ The high level sections of the partner profile are:
- Additional Documents
- Settings (not configurable)

Unless marked otherwise, above, you can choose whether you and the partners will see these sections, in your "My Organization" section (see ["Getting started - customization](getting_started_customization.md))

[!NOTE] The section screenshot images below have sample data in them. Your initial screens may look a bit different as a result.
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### Agency Information (not configurable)
![screenshot of expanded agency information section](images/partners/partners_profile_edit_agency_information.png)
This section contains basic agency information that most, if not all, partners will need to provide:
- Agency Name
- Agency Type
Expand All @@ -49,13 +69,15 @@ This section contains basic agency information that most, if not all, partners w
- Zip Code

### Program / Delivery Address (if different)
![screenshot of expanded program address section](images/partners/partners_profile_edit_program_address.png)
Sometimes, a large agency may have a separate address for a specific program or for deliveries/shipping.
- Address
- City
- State
- Zip Code

### Media Information
![screenshot of expanded media information section](images/partners/partners_profile_edit_media.png)
This provides a place for the agency to indicate their major communication outlets.

*If* the bank chooses to ask for this information, the Partner must fill in at least one of the fields:
Expand All @@ -67,6 +89,7 @@ This provides a place for the agency to indicate their major communication outle
- No Social Media Presence

### Agency Stability
![screenshot of expanded agency stability section](images/partners/partners_profile_edit_agency_stability.png)
This section is about the maturity of the agency.

None of these fields are mandatory.
Expand All @@ -83,19 +106,24 @@ None of these fields are mandatory.
- Currently Providing Diapers?

### Organization Capacity
![screenshot of expanded organizational capacity section](images/partners/partners_profile_edit_organizational_capcity.png)
This section has specific questions about the volume of the agency's needs.
- Client Capacity
- Storage Space (yes/no)
- Storage Space Description

### Sources of Funding
![screenshot of expanded sources of funding section](images/partners/partners_profile_edit_funding.png)
How does the agency get its funding?
- Sources of Funding
- How do you currently obtain diapers?
- Essentials Budget
- Essentials Funding Source

### Area Served (County/Client Share %)
![screenshot of expanded area served with several counties](images/partners/partners_profile_edit_area_served.png)


This asks what county/county equivalents the agency serves and what proportion of their client share is in which area.

At this time, this only covers U.S. counties and equivalents. We believe the list covers *all* of the U.S, including some areas that are not tecnically counties.
Expand All @@ -106,33 +134,49 @@ The sum of the client share has to be either 0 or 100, and the numbers have to b
You start out with space for 1 county, but can add more with the "Add Another County button"

### Population Served
This section has only two questions:
![screenshot of top part of expanded population served question](images/partners/partners_profile_edit_population_1.png)
![screenshot of bottom part of expanded population served question](images/partners/partners_profile_edit_population_2.png)

This section has three broad questions plus two subsections of of demographic questions:

[!NOTE] We have an issue in our queue to rework this, so the order may change.
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- Clients Have An Income Requirement to Work With You?
- Do You Verify The Income Of Your Clients?
-
### Race/Ethnicity of Client Base
This section is comprised of questions about the race/ethnicity of the client base and the poverty level of the Partner's client base.

#### Race/Ethnicity of Client Base
This subsection is comprised of questions about the race/ethnicity of the client base and the poverty level of the Partner's client base.
There is no check on whether the numbers add up to 100 -- because there may be overlap.

### Race/Ethnicity:
- % African American; % Caucasian; % Hispanic; % Asian; % American Indian; % Pacific Island; % Multi-racial; % Other
- % African American
- % Caucasian
- % Hispanic
- % Asian
- % American Indian
- % Pacific Island
- % Multi-racial
- % Other

- Zip Codes Served

### Poverty Information of those Served:
#### Poverty Information of those Served:
- % at FPL or Below (FPL is Federal Poverty Line)
- % above 1-2 times FPL
- % Greater than 2 times FPL
- % Poverty Unknown

### Executive Director
![screenshot of expanded executive director section](images/partners/partners_profile_edit_executive.png)
![NOTE] This section currently contains both Executive Director and Primary Contact for the partner. We have splitting them up in our queue.
Contact information for the head of the agency:
-
- Executive Director Name
- Executive Director Phone
- Executive Director Email

This is for your information only. It is not used for any emails.

### Primary Contact
#### Primary Contact
Contact information for your bank's primary contact
- Primary Contact Name
- Primary Contact Phone
Expand All @@ -142,23 +186,27 @@ Contact information for your bank's primary contact
This is for your information only. It is not used for any emails.

### Pick Up Person
The Pick up person will receive an email (as well as the person who made the Request) when a Distribution is scheduled, if the Distribution type is "Pick up"
![screenshot of expanded pick up person section]
The Pick up person (as well as the person who made the Request) will receive an email when a Distribution is scheduled, if the Distribution type is "Pick up"
- Pick Up Person Name
- Pick Up Person's Phone #
- Pick Up Person's Email
- This can be multiple, comma-separated emails.

### Agency Distribution Information
![screenshot of expanded agency distribution section](images/partners/partners_profile_edit_agency_distribution.png)
This section is about the agency's practices when distributing to their clients.
- Distribution Times
- New Client Times
- More Docs Required
- This is meant to be the documentation required for new clients

### Additional Documents
![screenshot of expanded additional documents section](images/partners/partners_profile_edit_documents.png)
This is a place to upload additional documents that you need from your Partner.

### Settings (not configurable)
![screenshot of expanded settings section](images/partners/partners_profile_edit_settings.png)
Many banks restrict the Partners to one kind of request (see [Customization](getting_started_customization.md)). If you don't, the Partner can still simplify their request experience by unclicking the items that don't apply.
Only the options that you haven't already turned off will show up there, and at least one has to be checked.
- Enable Quantity-based Requests
Expand Down
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