Tasks – Educate Tutoring

Tasks to be completed for Educate Tutoring — website, database and app, plus software and hardware support.

Next priorities shown in red.

• WordPress
  • Find out why JetElements etc plugins won’t update
  • Block all comments
  • Reinstate contact form
• Notes
  • Visibly indicate the presence of notes
  • Add Edit Note option, and find out how that works in Laravel (useful for a bunch of other places)
  • Add Delete Note button in the edit window
  • Fix display of dates on notes
• Enrolment Process
  • MAJOR PROBLEM: Add “invitation pending” to dashboard.
  • MAJOR PROBLEM: If you miss filling out any single field in the enrolment form, it “helpfully” erases ALL your inputs for you! Frustrating, and very likely to reduce engagement!
  • Merge Website Enquiry and Manual Enquiry and rename to Enquiry
  • Contact form on WP site goes to Enquiry
  • Shorten the initial onboarding email
  • Send secondary reminder to accounts@ at the same time that the initial onboarding mail goes out, listing pertinent details and including a enrolment form link that Natalie can paste into the email she sends them.
  • Invite -> Email
  • Harmonise titles with menu names
  • Investigate process and add error-correction where absent
  • Add note on the enrolment page: Our emails will be sent to you via educatetutoring.com.au and huonmail.com – always check the “from” address on emails you receive.
  • Add Edit option for manual enquiry
  • Add Archive option for only enquiries
  • Add Convert option to make a manual enquiry into a proper enquiry
• Huon Tables
  • Allow sorting by progress
  • Allow descending/ascending sort toggle
  • Add search functionality
  • Use Huon Tables everywhere that the current list display is currently used
• Dashboard
  • “View All” buttons don’t do anything
  • Are the Office, IntegraPay and Xero buttons useful? No! Kill them!
  • Button to update student grade level
  • Tutor email button
  • Tighten up design to allow Tasks to appear on a typical screen without scrolling.
  • Debug the counters and find out why they’re slightly inaccurate.
    • Current Enrolment: the number of entries in the Enrolment List with a Status of Active
    • Current Tutors: the number of employees with Role includes Tutor, even if also Disabled!
    • Current Lessons: not a clue!
• Schedule View
  • Get hold of the actual Excel spreadsheet and write a converter to read it into the database.
  • Schedule | Create Schedule: add the students’ grade level, subject, and a section for additional notes as required.
  • Two options (lesson/tutorial and meeting); add option for ‘availability’
  • Edit
  • Delete
  • Toggle between daily and weekly views
  • Save the entire current schedule to a “gallery” and allow it to be brought back.
• Tasks
  • Edit tasks.
  • Show only the relevant names in the Assign To box. So, for example, when we select Employee, only employee names appear.