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UKIM Portal by Mind Map: UKIM Portal

1. Reports

1.1. Children

1.2. Donors

1.3. NR Administrator

1.3.1. Branch level report

1.3.2. National report

2. Sponsorship

2.1. Create link between donor and child

2.1.1. is this a one to many or many to many?

2.2. Welcome pack

2.2.1. Downloadable PDF

2.3. Reallocation of children

2.4. Children lookup

2.4.1. Search by params

2.4.1.1. Country

2.4.1.2. Gender

2.4.1.3. Orphan

2.4.1.4. Needy

2.4.1.5. Client defined TBA

2.5. Audit changes

3. Payments

3.1. Payments taken in the application from Donors

3.2. Audit trail for payments

3.3. PSP integration / Cardsave

3.4. Link up to Xero

3.5. current platform - http://www.vtsoftware.co.uk/

3.6. Payment types

3.6.1. One off payments (creating a sponsorship)

3.6.2. Standing order

3.6.3. Online / Telephone / F2F via PSP

3.6.4. Bank transfer

3.7. Renewals

3.7.1. Reminders

4. Roles

4.1. Children

4.1.1. Profile

4.1.1.1. Profile picture

4.1.1.2. Data around the child (Name , DOB etc)

4.1.1.3. Logistics

4.1.2. History /Notes

4.1.2.1. Add / edit

4.1.2.2. Archive

4.1.3. Child current status

4.1.4. Audit trail for anything changed / added

4.2. Donors

4.2.1. History /Notes

4.2.1.1. Add / edit

4.2.1.2. Archive

4.2.2. Audit trail for anything changed / added

4.2.3. Profile

4.2.3.1. Data around the Donor (Name , DOB etc)

4.2.3.2. Logistics

4.2.3.3. Financials

4.2.4. Donor type

4.2.4.1. Gift aid

4.2.4.2. Project Donor

4.2.4.3. TBA

4.3. Administrators UK (NR / Donor)

4.3.1. Permission levels

4.3.1.1. Access to payments

4.3.1.2. Access to donnors

4.3.1.3. Access to children

4.3.1.4. Multi tenant system

4.3.2. User structure

4.3.2.1. Email

4.3.2.2. Password

4.3.3. Nikah registration details

4.3.3.1. NR1 - NR26

4.3.4. Access to documents

4.3.5. Donation

4.3.5.1. Email notification

4.3.5.2. Add / Edit

4.3.5.3. Audit

4.3.5.4. Take payment

4.3.5.5. Donation history

4.3.5.5.1. View

4.3.5.5.2. Archive

4.3.6. Online form

4.3.6.1. Telephone for administrators

4.3.6.1.1. Take payments

4.3.6.1.2. Take details

4.3.6.2. Direct online by donor

4.3.6.2.1. Take payments

4.3.6.2.2. Take details

4.3.6.3. Face to face

4.3.6.3.1. Take payments

4.3.6.3.2. Take details

4.4. Administrators Abroad (Partners)

4.4.1. Ability to send Children updates

4.4.2. Access Childrens details

4.4.3. Add chlidren

4.4.4. Import via Excel for batching lots of children

4.4.5. Permission levels

4.4.5.1. Access to donnors?

4.4.5.2. Access to children

4.4.5.2.1. History /Notes

4.4.6. User structure

4.4.6.1. Email

4.4.6.2. Password

4.4.7. Nikah registration details

4.4.7.1. NR1 - NR26

4.4.7.1.1. Report access

4.4.8. Access to documents

4.5. Project Officer

4.5.1. Online documents

4.5.1.1. Upload documents

4.5.1.2. Review documents online

4.5.1.3. Create agreements

4.5.1.3.1. Use templates

4.5.2. Emails

4.5.2.1. Funding agreements

4.5.2.1.1. Archive agreements

4.5.2.1.2. Add / Update

4.5.2.1.3. Audit changes

4.5.2.2. Funding reminders

4.5.3. Forms

4.5.3.1. Payment form

4.5.3.1.1. Recipient

4.5.3.1.2. Status of form

4.5.3.1.3. Reminds

4.5.4. Permission levels

4.5.4.1. Access to donnors

4.5.4.1.1. History /Notes

4.5.4.2. Access to children

4.5.4.2.1. History /Notes

4.5.5. Project

4.5.5.1. View / Add / Edit

4.6. Gift Aid (GA) Administrator

4.6.1. Donors

4.6.1.1. Add / edit

4.6.1.2. Audit

4.6.2. GA Declaration

4.6.2.1. Online form

4.6.2.1.1. Telephone for administrators

4.6.2.1.2. Direct online by donor

4.6.2.1.3. Face to face

4.6.2.2. Ability to cancel GA

4.6.2.3. Upload forms from post

4.6.2.4. Audit

4.6.3. Reports

4.6.3.1. Individual donors

4.6.3.2. Financial report

4.6.3.2.1. Date range

4.6.3.2.2. Donors

4.6.3.2.3. Export to file

5. Email Notifications

5.1. Reminders

5.2. Creating new Records

6. System Notification

6.1. Reminders

7. Auditing

8. Document Storage

8.1. Due diligence

8.2. Templated document

8.3. Proposals

8.4. Application forms

9. Project

9.1. Campaign

9.1.1. Setup

9.1.1.1. Budget

9.1.1.2. Dates

9.1.1.3. Type of advertising

9.1.2. Reports

9.1.2.1. ROI / MIS