User Journeys
Client Portal end-to-end workflows - comprehensive documentation for staff operations
User Journeys are end-to-end workflows documenting the complete path from staff goal to system outcome. Each journey includes detailed steps, acceptance criteria, error handling, and entity relationships.
Journey Index
Member Management
| ID | Journey | Description |
|---|
| UJ-C-002 | Create Member | Add new member account to system |
| UJ-C-003 | Edit Member | Modify existing member profile |
| UJ-C-004 | Import Members | Bulk import from CSV |
| UJ-C-005 | Bulk Update Members | Mass update member fields |
| UJ-C-006 | Export Members | Export member data |
| UJ-C-007 | Assign to Group Plan | Add member to corporate membership |
Membership Plans
| ID | Journey | Description |
|---|
| UJ-C-008 | Create Membership Plan | Define new membership plan |
| UJ-C-009 | Configure Pricing | Set up pricing tiers |
| UJ-C-010 | Revenue Reporting | View revenue analytics |
| UJ-C-011 | Invoicing Automation | Configure automatic invoicing |
Events
| ID | Journey | Description |
|---|
| UJ-C-012 | Create Event | Create and configure new event |
| UJ-C-013 | Configure Tickets | Set up ticket types and pricing |
| UJ-C-014 | Assign Sponsors | Add sponsors to event |
| UJ-C-015 | Track Attendance | Monitor check-ins and attendance |
| UJ-C-016 | Event Reporting | Generate event analytics |
| UJ-C-017 | Clone Event | Duplicate existing event |
Courses & LMS
| ID | Journey | Description |
|---|
| UJ-C-018 | Create Course | Build new learning course |
| UJ-C-019 | Configure Certifications | Set up course certificates |
| UJ-C-020 | AI Quiz Generation | Generate quiz questions with AI |
| UJ-C-021 | Manage Enrollments | Administer course enrollments |
CPD
| ID | Journey | Description |
|---|
| UJ-C-022 | Configure CPD Categories | Set up CPD requirements |
| UJ-C-023 | Approve CPD Records | Review member submissions |
| UJ-C-024 | Compliance Reports | Generate CPD reports |
Resources
| ID | Journey | Description |
|---|
| UJ-C-025 | Upload Resource | Add resource to library |
| UJ-C-026 | Manage Approvals | Review pending resources |
| UJ-C-027 | Resource Analytics | View resource performance |
| ID | Journey | Description |
|---|
| UJ-C-028 | Manage Directory | Administer company listings |
| UJ-C-029 | Approve Profiles | Review company profiles |
| UJ-C-030 | Route Leads | Configure lead distribution |
| UJ-C-031 | Create Sponsorship Tier | Define sponsor levels |
| UJ-C-032 | Assign Sponsorships | Assign sponsors to tiers |
| UJ-C-033 | Configure Widgets | Set up sponsor widgets |
Job Board
| ID | Journey | Description |
|---|
| UJ-C-034 | Manage Job Board | Administer job postings |
| UJ-C-035 | Job Board Reports | View job analytics |
Support
| ID | Journey | Description |
|---|
| UJ-C-036 | Manage Help Center | Administer help articles |
| UJ-C-037 | Handle Tickets | Process support tickets |
| UJ-C-038 | Support Metrics | View support analytics |
Integrations
| ID | Journey | Description |
|---|
| UJ-C-039 | Configure Stripe | Set up payment processing |
| UJ-C-040 | Configure Xero | Connect accounting integration |
| UJ-C-041 | Configure CRM | Connect Salesforce/HubSpot |
| UJ-C-042 | Configure WordPress | Set up WordPress plugin |
| UJ-C-043 | Monitor Sync Status | View integration health |
Communications
| ID | Journey | Description |
|---|
| UJ-C-044 | Configure Notifications | Set up email templates |
| UJ-C-045 | Generate AI Content | Create community content |
| UJ-C-046 | Engagement Dashboard | View engagement metrics |
Data
| ID | Journey | Description |
|---|
| UJ-C-047 | Export Data | Bulk data export |
Detailed Journeys
Journey Structure
Each detailed journey page includes:
- Overview: Actor, goal, trigger, outcome, related specs
- Preconditions: What must be true before journey starts
- Flow Diagram: Mermaid flowchart of the journey
- Detailed Steps: Step-by-step with UI examples
- Error Scenarios: How errors are handled
- Related Entities: Data model cross-references
- Acceptance Criteria: Frontend, Backend, Permissions, Business Rules
More detailed journey pages will be added progressively.
