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docs: use procedures for profiles
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@Dwigoric
Dwigoric committed Dec 2, 2023
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73 changes: 44 additions & 29 deletions docs/topics/Member-Profiles.md
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To create loan applications and deposits, a cooperative member must first have a **Member Profile**.

<procedure title="Creating a member profile" collapsible="true">
## Creating a Member Profile

1. Navigate to the **Member Profiles** page via the _Navigation Drawer_ on the left.
![Member Profile Navigation Drawer Button](member-profile-navigation.png)

2. Click the **Create Member Profile** button on the top right.
![Member Profile Creation Button](member-profile-create-btn.png)
3. Input the necessary information and click the **Create Member Profile** button once the information is complete.
![Member Profile Creation Form](member-profile-create-form.png)
![Member Profile Submission Button](member-profile-submit-btn.png)

4. You should see the newly created member profile on the **Member Profiles** page!
![Member Profile Creation Success](member-profile-success.png)

## Editing a Member Profile

1. On the **Member Profiles** page, you can edit any member profile by clicking the *Edit* button (indicated by the pencil icon).
![Member Profile Edit Button](member-profile-edit-btn.png)
2. Edit the necessary fields, then click **Edit Member Profile** to save the changes.
![Member Profile Edit Form](member-profile-edit-form.png)
![Member Profile Edit Success](member-profile-edit-success.png)

## Deleting a Member Profile

1. On the **Member Profiles** page, you can delete any member profile by clicking the *Delete* button (indicated by the trash icon).
![Member Profile Delete Button](member-profile-delete-btn.png)
2. Confirm your decision by clicking the **Delete Member** button. **Note: Deletions cannot be undone. Make sure your decision is final.**
![Member Profile Deletion Confirmation](member-profile-delete-confirm.png)
<step>
Navigate to the <strong>Member Profiles</strong> page via the <em>Navigation Drawer</em> on the left.
<img src="member-profile-navigation.png" alt="Member profile navigation drawer button" />
</step>
<step>
Click the <strong>Create Member Profile</strong> button on the top right.
<img src="member-profile-create-btn.png" alt="Member profile create button" />
</step>
<step>
Input the necessary information and click the <strong>Create Member Profile</strong> button once the information is complete.
<img src="member-profile-create-form.png" alt="Member profile creation form" />
<img src="member-profile-submit-btn.png" alt="Member profile submission button" />
</step>
<step>
You should see the newly created member profile on the <strong>Member Profiles</strong> page!
<img src="member-profile-success.png" alt="Member profile creation success" />
</step>
</procedure>

<procedure title="Editing a member profile" collapsible="true">
<step>
On the <strong>Member Profiles</strong> page, you can edit any member profile by clicking the <em>Edit</em> button (indicated by the pencil icon).
<img src="member-profile-edit-btn.png" alt="Member profile edit button" />
</step>
<step>
Edit the necessary fields, then click <strong>Edit Member Profile</strong> to save the changes.
<img src="member-profile-edit-form.png" alt="Member profile edit form" />
<img src="member-profile-edit-success.png" alt="Member profile edit success" />
</step>
</procedure>

<procedure title="Deleting a member profile" collapsible="true">
<step>
On the <strong>Member Profiles</strong> page, you can delete any member profile by clicking the <em>Delete</em> button (indicated by the trash icon).
<img src="member-profile-delete-btn.png" alt="Member profile delete button" />
</step>
<step>
Confirm your decision by clicking the <strong>Delete Member</strong> button. <strong>Note: Deletions cannot be undone. Make sure your decision is final.</strong>
</step>
</procedure>

## Viewing a Member Profile

Expand All @@ -48,7 +63,7 @@ By clicking on the **circular arrow icon** to the side of a particular profile,
- City
- Province

<img src="member-profile.png" alt="Loan approval and rejection buttons" />
![Loan approval and rejection buttons](member-profile.png)

### Member Loans
The list of loans can be sorted based on the following categories:
Expand All @@ -58,14 +73,14 @@ The list of loans can be sorted based on the following categories:
- Status
- Due Date

<img src="member-profile-loans.png" alt="Loan approval and rejection buttons" />
![Loan approval and rejection buttons](member-profile-loans.png)

### Member Deposits
The list of deposits can be sorted based on the following categories:
- Deposit Category
- Approval Date

<img src="member-profile-deposits.png" alt="Loan approval and rejection buttons" />
![Loan approval and rejection buttons](member-profile-deposits.png)

## Visiting Loan and Deposit Ledgers
From the _Member Profile_ page, you can immediately visit any of the respective loans or deposits by clicking the <span style="color:blue;">`blue`</span> arrow icon under the _View Loan Ledger_ button.
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64 changes: 40 additions & 24 deletions docs/topics/Officer-Profiles.md
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Before an officer can approve, reject, or manage loans, they must first have an **Officer Profile**.

## Creating an Officer Profile

1. Navigate to the **Officer Profiles** page via the _Navigation Drawer_ on the left.
![Officer Profile Navigation Drawer Button](officer-profile-navigation.png)
2. Click the **Create Officer Profile** button on the top right.
![Officer Profile Creation Button](officer-profile-create-btn.png)
3. Input the necessary information and click the **Create Profile** button when complete.
![Officer Profile Form](officer-profile-form.png)
5. You should see the newly created officer profile on the **Officer Profiles** page!
![Officer Profile Creation Success](officer-profile-success.png)

## Changing an Officer's Password.

1. On the **Offiicer Profiles** page, the admin can change the password of any officer's account by clicking the *Edit Password* button (indicated by the pencil icon).
![Officer Password Change Button](officer-password-edit-btn.png)
2. Enter and re-enter the new password, then click **Change Password** to save the changes.
![Officer Password Change Form](officer-password-edit.png)

## Deleting an Officer Profile

1. On the **Officer Profiles** page, you can delete any member profile by clicking the *Delete* button (indicated by the trash icon).
![Officer Password Change Form](officer-profile-delete-btn.png)
2. Confirm your decision by clicking the **Delete Officer** button. **Note: Deletions cannot be undone. Make sure your decision is final.**
![Officer Password Change Form](officer-profile-delete-confirm.png)
<procedure title="Creating an officer profile" collapsible="true">
<step>
Navigate to the <strong>Officer Profiles</strong> page via the <em>Navigation Drawer</em> on the left.
<img src="officer-profile-navigation.png" alt="Officer profile navigation drawer button" />
</step>
<step>
Click the <strong>Create Officer Profile</strong> button on the top right.
<img src="officer-profile-create-btn.png" alt="Officer profile create button" />
</step>
<step>
Input the necessary information and click the <strong>Create Profile</strong> button once the information is complete.
<img src="officer-profile-form.png" alt="Officer profile creation form" />
</step>
<step>
You should see the newly created officer profile on the <strong>Officer Profiles</strong> page!
<img src="officer-profile-success.png" alt="Officer profile creation success" />
</step>
</procedure>

<procedure title="Changing an officer's password" collapsible="true">
<step>
On the <strong>Officer Profiles</strong> page, the admin can change the password of any officer's account by clicking the <em>Edit Password</em> button (indicated by the pencil icon).
<img src="officer-password-edit-btn.png" alt="Officer password edit button" />
</step>
<step>
Enter and re-enter the new password, then click <strong>Change Password</strong> to save the changes.
<img src="officer-password-edit.png" alt="Officer password edit form" />
</step>
</procedure>

<procedure title="Deleting an officer profile" collapsible="true">
<step>
On the <strong>Officer Profiles</strong> page, you can delete any officer profile by clicking the <em>Delete</em> button (indicated by the trash icon).
<img src="officer-profile-delete-btn.png" alt="Officer profile delete button" />
</step>
<step>
Confirm your decision by clicking the <strong>Delete Officer</strong> button. <strong>Note: Deletions cannot be undone. Make sure your decision is final.</strong>
<img src="officer-profile-delete-confirm.png" alt="Officer profile delete confirmation" />
</step>
</procedure>

<seealso>
<category ref="profiles">
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