Plans
Plans made by users in the Online Planner can be viewed under the plans tab in TMS.
The plans page will list out all plans from the Online Planner. The submissions in the list will display the email of the user, the planner used, who plans are for, last update, type of plan and status of the plan. Submissions can be searched at the top of the page and filtered by planner used, type of plan and status of submission.
A plan status can either be in progress or submitted. When marked as in progress it means the user has not completed the submission yet. If a plan is marked submitted, it means the user has fully completed the submission and submitted it to the system.
Submitted plans can be promoted to cases via the promote to case button in the actions column. This will convert the plan into a case in your TMS system.
Options are also available in the actions column of the submission list to view the plan details or archive the plan.
When viewing plan details, you will be taken to the plan details page. On this page, all the information and selections entered by the user will be displayed. An export of the plan to a PDF file is available via the export plan to pdf link in the top right corner.
On plans with a submitted status, an option is also available on the plan details page to promote the plan to a case.
Online Planner Configuration
The layout, information, selections and other settings for the Online Planner are all customizable from the Online Planner tab under Admin Settings. To get to this tab, click your username in the upper right corner, select admin and then the Online Planner option should be towards the bottom of the list of sections.
The Online Planner tab will list out any planners that are in the system. Planners can be searched for via the search bar or new planners can be created by clicking the new button on the right side.
To enter a planner to make changes, click the pencil icon on the right side of the planner in the list.
Overview
Once on the edit page for a planner, you will first land on the overview tab. In the first area of the overview tab, certain planner details can be configured such as name, URL prefix, tax location and country. The general price list cannot be changed unless the locations are removed from the locations section further down on this page.
The theme portion of the overview tab allows you to set certain design styles for the planner such as primary color, secondary color, fonts and also allows you to upload a company logo.
Under the locations section, serving locations associated with the planner can be added or removed. Locations can be added via the add location link and a location can be removed by clicking the red x.
The pages section will let you drag and drop pages of the planner into the order you would like them to display. To move a page, click on the two lines on the left side and drag the page into position.
The edit arrow on the right side of a page will allow you to open up the page to view sub pages that will appear in that section of the planner, these can also be dragged and dropped for ordering.
Welcome
The welcome tab allows you to customize the name and description that displays on the welcome page of the planner. The various components of the welcome page can also be hidden on the planner by checking the hide toggle settings.
A media upload options is also available at the bottom of the welcome section where you can upload an image or video if you choose to.
Overview Questions
On the over questions page, the Burial, Disposition Type and Who Is This For subpages can be customized. Click the arrow beside each subpage to view the configurations for each section.
Each section will allow you to add verbiage, description and labels that will appear on the page. An option to add an image or video is also available at the bottom of the section.
Selections
The selections tab lets you customize what packages and products will display for the user to select from in the planner. Both a package and product area is available to customize on the selections page. The name, verbiage and description for the section are available to be customized along with an option to hide the subpage if needed.
Under the page description, the add packages area will allow you to add or edit packages that are showing on the section. Package selection can be made required via the make package selection required checkbox at the top and packages can be search for to add to the planner via the package search bar. Only packages listed in the general price list assigned to the planner will be selectable.
Any packages currently on the planner will be listed out. Packages can be ordered via the sort packages link in the top left and packages can be edited via the pencil icon on the right side.
On the edit window for a package, price cannot be adjusted. The package price is set in the GPL and would need to be edited in the GPL if changes are needed. Name is customizable and an option is available to hide the package value on the planner. The disposition category option at the bottom will give the option to restrict this package to a specific disposition selection if needed. For example, if the disposition category is set to burial, the package will only display in the planner when a user selects burial as the disposition.
The products section works very similarly to the packages section. In this section, products can be added to the planner for the user to select from. First, a product category must be added. Product categories can be searched for and selected via the search bar.
Once a product category is added, click the pencil icon on the right side of the category to open the edit window. On this window, product category name can be edited and a disposition category or icon can be added. To add products to this category, click the edit products button.
After clicking edit products, you will be taken to the product page for that category where you can select items you want to add to this category. Items can be searched for via the search bar at the top of the section. To add a product, simply click the checkbox on the left side of the product and click save once you have made all of your selections. If you need to remove items, simply uncheck the box and save.
About You
The about you page collects basic information about the user, loved ones, personal life and history. The subpages can be opened up via the drop down arrow to view or customize what information is being collected.
Each subpage has a variety of default information points that will appear in the planner. Each input can be hidden if needed via the hide checkbox or made required via the required checkbox. Some labels cannot be hidden because they are required on every plan.
At the bottom of each subpage section, custom fields can be added if there is additional information you want to collect that is not in the default labels.
Documents
In the documents section, documents can be uploaded for the user to download from the planner. There is also an option on the users side to upload documents to be attached to the plan once submitted. Like all the other sections, the page name and description can be customized. Below the description, documents can be searched for in the system to add to the planner, simply search a document name and click add document to add the document to the planner. Documents can also be uploaded via the drag and drop box.
Family and Friends
The family and friends section is another page on the planner where various pieces of information are collected. The default information like other sections can be hidden or marked as required, and custom fields can be added if additional information is needed.
Veteran Information
The veteran information section is also another page on the planner collecting various information related to veterans. Default information can be hidden or marked as required and custom fields can be added if additional information needs to be collected.
Funeral Services
On the funeral services page, information is collected regarding funeral service choices. Similar to the other information subpages, the various labels can be edited, hidden or marked.
Payment Collection
On the payment collection section, payment options can be added to the planner. Plans can be submitted with payment enabled or with the option to pay later. If you want all plans to be paid for upon submission, make sure to check the hide this option checkbox on the pay later area. Payments for the Online Planner are processed through Tribute Pay, and in order to enable payments you will need to be enrolled in Tribute Pay. An option is available on this section to enroll in Tribute Pay if you are not enrolled.
Review and Summary
The review and summary page allows you to post a description message that the user will see along with a summary of the information and selections made by the user along with a total cost of their selections. The description message you display on this page can be customized as needed.
Notification Settings
The notification settings allow you to set up a staff member to receive notifications when a plan is submitted. To add a staff member, simply click the add new notification request link in the right corner. A window will appear where staff members can be searched for, click the staff member to add them to the notification list and click the save button. That staff member will now receive notifications every time a plan is submitted from the Online Planner.
