Individual Membership

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Approved for development

Summary

The American Association of Nurse Practitioners (AANP) provides individual memberships to a diverse group of individuals, including students, practicing nurse practitioners, retired nurse practitioners, associates, fellows, and international members. These memberships offer access to valuable resources, discounts, networking opportunities, and support for legislative agendas. This document outlines the business requirements for managing AANP individual memberships within Salesforce, ensuring seamless integration and efficient management processes. It covers all aspects of the membership lifecycle, from application and renewal to profile management, event registration, orders and payments, and security. The requirements are categorized into external and internal user needs, aiming to enhance user experience and streamline administrative tasks.

Requirements

External User Requirements

Application and Renewal Process

1. As a lead or individual member, I should be able to determine my membership type (e.g., Regular, Student, Retired, International) with a series of questions asked during the application process.
2. As a lead or member, I should be able to view the benefits and fees associated with my specific membership type.
3. As a lead or member, I should be able to apply for membership online with an easy-to-use application form.
4. As a lead or member, I should be automatically assigned to the appropriate membership type when joining or renewing based on entered and historical criteria.
5. As a lead or individual member, I should be automatically assigned to the appropriate country group based on my permanent address (for international members).
6. As a lead or member, I should be able to securely pay my membership fees online.
7. As a lead or member, I should be able to receive a discount for setting up auto-renewal.
8. As a lead or member, I should be able to enter a campaign code to receive a discount on any product added during the process.
9. As a lead or member, I should be able to set up auto-renewal for membership and communities.
10. As a lead or individual member meeting the criteria for making a contribution, I should be able to set up auto-renewal for PAC contributions.
11. As a lead, I should be able to create an online account as part of the application process.
12. As a lead or member, I should receive confirmation and notifications for all stages of the application and renewal process, including reminders for renewal.
13. As a fellow, I should be required to pay my fellows dues when renewing my AANP membership.
14. As a new fellow, I should be able to pay my fellows induction fee, which requires a pro-rated amount based on the month of induction.

Profile and Account Management

1. As a member, I should be able to log in and manage my membership profile details.
2. As a member, I should be able to view my membership status and renewal date.
3. As an external user, I should be able to view my transaction history.
4. As an external user, I should be able to view and edit personal details, addresses, and preferences, and update my profile photo.
5. As a member, I should be able to manage my community subscriptions.
6. As an external user, I should be able to receive email notifications on transactions, renewals, and other reminders.
7. As an individual member, I should be able to enable AANP Certification Board data sharing.
8. As an external user, I should receive a notification on my account and via email when conference registration becomes available to customize my schedule.
9. As an external user, I should be able to edit my profile on the portal.
10. As a fellow, I should be able to edit my fellows profile on the portal.
11. As a designated member, I should be able to access the JNP Journal online.
12. As a designated member, I should be able to access the JAANP Journal online.
13. As an individual member, I should be able to view my subscribed communities.
14. As an individual member, I should be able to add new communities at a prorated amount to match my membership end date.
15. As an individual member, I should receive an order confirmation when a community has been successfully added and paid for.
16. As an external user, I should be able to update my phone number (US and other countries).
17. As an external user, I should be able to update my address (US and other countries).
18. As an external user, I should be able to select home or business as my preferred address.
19. As an external user, I should be able to choose to exclude from third-party solicitation for my address.
20. As an external user, I should be able to opt into receiving text messages if I enter a cell number.
21. As an external user, I should be able to update my email address on file and receive confirmation of the change.
22. As an external user, I should be able to change my password and receive confirmation of the change.
23. As an external user, I should be able to update my full name (first, middle, last, suffix), with first and last required.
24. As an external user, I should be able to update my credentials.
25. As a non-member, I should see the AANPCB data sharing section with a promotion of its features and CTAs for joining.
26. As a member, I should see the AANPCB data sharing section displaying the current status (on or off).
27. As a member, I should be able to agree to terms and toggle AANPCB data sharing on or off.
28. As an external user, I should see a link to our CE Center with a brief explanation of the feature.
29. As an external user, I should see a link to CE Tracker with a brief explanation of features.
30. As an external user, I should see a link to further CE opportunities.
31. As a non-member, I should see a promotion to join in the Education section.
32. As an individual member (excluding Associate and International memberships), I should see a link to update NP Finder in the account site.
33. As a member, I should see a link to manage my worksites in the address section.
34. As a member, I should be able to create and update up to 3 worksite addresses and related metadata for the NP Finder entry.
35. As an external user, I should be able to view a collapsed menu item for My Orders/Receipts on the MyAccount page (under My Addresses & Phone).
36. As an external user, I should be able to view a menu item for Orders and Receipts History when My Orders/Receipts is expanded on the MyAccount page.
37. As an external user, I should be able to view a menu item for My Downloads when My Orders/Receipts is expanded on the MyAccount page.
38. As an external user, I should be able to click a link to view orders and receipts history in the My Orders/Receipts section.
39. As an external user, I should be able to search for a keyword on the My Downloads popup.
40. As an external user, I should be able to click on specific receipts and view additional transaction details.
41. As an external user, I should be able to send invoices to any email address provided, defaulting to the external user's own email address.
42. As a member, I should be able to view a calculated continuous member since date on my profile.
43. As a member, I should be able to see a renew button on my profile for my membership.
44. As a member, I should be able to see my current membership expiration date on my profile.
45. As a non-member, I should be able to see a join button on my profile.
46. As a member, I should be able to print out a membership card and certificate from my profile page.
47. As a member, I should be able to view my membership and/or PAC auto-renewal information from my profile page.
48. As an NPO admin, I should be able to see an NPO membership section on my profile page.
49. As an individual member, I should be able to see an NP Finder callout in the address section on my profile page.
50. As an individual member, I should be able to view and edit NP Finder worksites from my profile page.
51. As an individual member, I should be able to view my elected officials (state liaisons, regional directors) from my profile page.
52. As a fellow, I should be able to view a fellows section with links to various other locations from my profile page specific to fellows.
53. As an individual member that is a board member, I should be able to view a "For Board Members" section that contains a link to the third party Board Portal, and a link to the NPO Resources page on our WWW site.
54. As an individual member that is a state liaison, I should be able to view a "For State Liaisons" section that contains links to state liaison specific content.
55. As an individual member, I should be able to view my state's NP information page under the "State Web Page" section.
56. As a member with a valid continuous member since date, I should be able to view the value.
57. As an external user, I should be able to create, update, and delete my profile photo.
58. As an external user, I should be able to edit my extended NP profile on the portal.

Event Management

1. As an external user, I should be able to register for events, submit RSVP details, and pay for various events, including conferences and workshops.
2. As a member, I should be able to see a link to complete conference evaluations when My Events is expanded.
3. As an external user, I should be able to click a link to complete conference evaluations that opens in the same browser window to the main evaluations page: https://eval.aanp.org.
4. As an external user, I should be able to see the current event details with a "Not Registered" alert if I am not registered for the current event(s) displayed.
5. As an external user, I should see a "Register Now" link next to the event listing if I am not registered for the current event(s) displayed.
6. As an external user, I should be able to click a "Register Now" link which opens in the same browser window to the event info page: www.aanp.org/event.
7. As an external user, I should be able to process cancellations of registration up to a deadline date.
8. As an external user, I should be able to submit a request for cancellation after the deadline date.

Orders and Payments

1. As an external user, I should be able to get membership quotes, place orders, and check order status updates.
2. As an external user, I should be able to create, update, and delete a saved payment method on my account.
3. As an external user, I should be able to view and pay invoices listed under the "My Orders/Receipts" section.

Membership Benefits

1. As a designated member, I should be able to access the JNP Journal online.
2. As a designated member, I should be able to access the JAANP Journal online.
3. As an individual member, I should be able to view my subscribed communities.
4. As an individual member, I should be able to add new communities at a prorated amount to match my membership end date.
5. As an individual member, I should receive an order confirmation when a community has been successfully added and paid for.
6. As an individual member (excluding Associate and International memberships), I should see a link to update NP Finder in the account site.
7. As a member, I should see a link to manage my worksites in the address section.
8. As a member, I should be able to create and update up to 3 worksite addresses and related metadata for the NP Finder entry.
9. As a member, I should be able to view a calculated continuous member since date on my profile.
10. As a member, I should be able to see a renew button on my profile for my membership.
11. As a member, I should be able to see my current membership expiration date on my profile.
12. As a member, I should be able to print out a membership card and certificate from my profile page.
13. As a member, I should be able to view my membership and/or PAC auto-renewal information from my profile page.
14. As an individual member, I should be able to see an NP Finder callout in the address section on my profile page.
15. As an individual member, I should be able to view and edit NP Finder worksites from my profile page.
16. As an individual member, I should be able to view my elected officials (state liaisons, regional directors) from my profile page.
17. As a fellow, I should be able to view a fellows section with links to various other locations from my profile page specific to fellows.

Communication and Notifications

1. As a lead or member, I should receive confirmation and notifications for all stages of the application and renewal process, including reminders for renewal.
2. As an external user, I should be able to receive notifications via website alerts and emails about transactions, renewals, events, state advocacy and other reminders.
3. As an individual member, I should receive an order confirmation when a community has been successfully added and paid for.
4. As an external user, I should receive a notification on my account and via email when conference registration becomes available to customize my schedule.
5. As an external user, I should receive confirmation of profile changes.

Security and Authentication

1. As an external user, I should be able to reset my password with an email confirmation link.
2. As an external user, I should be able to reset my password with a text message confirmation code if I have a cell phone number on file.
3. As an external user, I should be able to log in with a magic link.
4. As an external user, I should have security precautions applied to the login process, such as limiting the total password attempts and requiring a captcha after too many failed attempts.
5. As an external user, I should be blocked from logging in after too many failed attempts and provided with a message to contact support.
6. As an external user, I should be able to request a password reset if I am locked out of my account.
7. As an external user, I should be able to enable two-factor authentication.

Internal User Requirements

Application and Renewal Process

1. As an internal user, I should be able to manage and set product requirements for access to different types of memberships (e.g., Regular, Student, Retired, International) and their specific criteria.
2. As an internal user, I should be able to update and manage membership types and benefits.
3. As an internal user, I should be able to review and approve membership applications.
4. As an internal user, I should be able to validate eligibility criteria for different membership types (e.g., Regular, Student, Retired, International).
5. As an internal user, I should be able to track the application status and communicate with applicants regarding the progress of their applications.
6. As a salesforce admin, I should be able to toggle a forced auto-renewal workflow, where auto renew is enabled for everyone instead of optional, on and off for the join and renew process.
7. As a salesforce admin, I should be able to set auto-renewal enable flags for all types of products.

Profile and Account Management

1. As a salesforce admin, I should be able to create web users and manage user roles/access.
2. As a salesforce admin, I should be able to generate a unique ID for each member.
3. As a salesforce admin, I should be able to create a permission set to enable different page views for members.
4. As a salesforce admin, I should be able to manage and configure navigation, add/edit pages and content.
5. As membership administration staff, I should be able to manage member profiles, including personal details, addresses, and preferences.
6. As membership administration staff, I should be able to reset an external user's password.
7. As membership administration staff, I should be able to impersonate an external user to assist with account management.
8. As a salesforce admin, I should be able to create a process that disables accounts that have had no logins for 6 or more years.
9. As a salesforce admin, I should be able to configure two-factor authentication requirements.

Event Management

AANP understands I2C is not setting up actual events for us, but we will have Fellows Winter meeting setup as a product, and this is what these requirements refer to at this moment.

1. As membership administration staff, I should be able to register external and internal staff for events.
2. As membership administration staff, I should be able to take payments for event registration.
3. As membership administration staff, I should be able to cancel registrations.
4. As membership administration staff, I should be able to add waivers for an event based on permission sets or functions (Speakers get 100% waiver, etc.).
5. As membership administration staff, I should be able to transfer a registration to another event.
6. As membership administration staff, I should be able to manage events, track registrations, and generate attendance reports for member-exclusive programs and conferences directly within the system.
7. As membership administration staff, I should be able to approve registration cancellations submitted by attendees.

Orders and Payments

1. As membership administration staff, I should be able to create and manage orders for members.
2. As membership administration staff, I should be able to process payments, partial refunds, and full refunds.
3. As membership administration staff, I should be able to offer discounts, promotions, and create campaign/promotion codes for orders.
4. As membership administration staff, I should be able to create, update and delete a saved payment method on external user accounts.
5. As membership administration staff, I should be able to send a templated discount code email to members that have requested to cancel their membership.
6. As membership administration staff, I should be able to process requests submitted by members to cancel their membership.
7. As membership administration staff, I should be able to view the exact reason for payment failures when they occur during order processing (Card Expiry Date Failed, Insufficient Funds, etc.)
8. As membership administration staff, I should be able to apply prorated fellows and community product dues for new members joining mid-cycle.

Membership Benefits

1. As an internal user, I should be able to manage and set product requirements for access to different types of memberships (e.g., Regular, Student, Retired, International) and their specific criteria.
2. As an internal user, I should be able to update and manage membership types and benefits.
3. As an internal user, I should be able to review and approve membership applications.
4. As an internal user, I should be able to validate eligibility criteria for different membership types (e.g., Regular, Student, Retired, International).
5. As an internal user, I should be able to track the application status and communicate with applicants regarding the progress of their applications.
6. As a salesforce admin, I should be able to toggle a forced auto-renewal workflow, where auto renew is enabled for everyone instead of optional, on and off for the join and renew process.
7. As a salesforce admin, I should be able to set auto-renewal enable flags for all types of products.

Communication and Notifications

1. As membership administration staff, I should be able to send a templated discount code email to members that have requested to cancel their membership.
2. As an internal user, I should be able to run customized reports on membership metrics such as engagement, campaign and discount code usage, renewals, and event participation to evaluate program performance.
3. As an internal user, I should be able to access insights and dashboards that provide a holistic view of the membership program's performance and opportunities for improvement.
4. As a salesforce admin, I should be able to create and assign dashboards to specific internal groups.
5. As a salesforce admin, I should be able to create and manage reports and folders.
6. As a salesforce admin, I should be able to generate reports and assign access to specific internal staff as necessary.

Security and Authentication

1. As a salesforce admin, I should be able to configure two-factor authentication requirements.
2. As membership administration#### Security and Authentication
3. As a salesforce admin, I should be able to configure two-factor authentication requirements.
4. As membership administration staff, I should be able to reset an external user's password.
5. As membership administration staff, I should be able to impersonate an external user to assist with account management.
6. As a salesforce admin, I should be able to create a process that disables accounts that have had no logins for 6 or more years.

Integration and Finance

1. As a salesforce administrator, I should be able to integrate the system with finance/billing platforms to facilitate seamless invoicing and payment processing for membership fees.
2. As a salesforce administrator, I should be able to configure proration rules for membership dues based on the join date and renewal cycle.

Committee Management

1. As a membership administration staff, I should be able to manage committees and committee terms.
2. As a membership administration staff, I should be able to assign external and internal users to committee terms.
3. As a membership administration staff, I should be able to assign roles to committee term members such as chair, co-chair, etc.

Document and Data Management

1. As an internal user, I should be able to upload relevant documents (e.g., proof of student status, identification) and link them to the appropriate member’s record for easy access and record-keeping.

Assumptions

• All Internal and External Users (Members) will be included in the Personas definition.
• Timelines will follow as outlined in each requirement.

References

1. AANP Membership Benefits
2. AANP International Membership

Types of Membership:

1. Regular Member:

   • Criteria: Must be a nurse practitioner or student in an NP program.
   • Fees: $150 per year.
   • Benefits: Full access to AANP resources, events, and professional development opportunities.

2. Student Member:

   • Criteria: Must be enrolled in an accredited NP program.
   • Fees: $55 per year.
   • Benefits: Access to resources tailored for students, including discounted event fees and networking opportunities.

3. Licensed NP Student:

   • Criteria: Certified NP currently enrolled in further education.
   • Fees: $95 per year.
   • Benefits: Access to both professional and student resources.

4. Career Starter:

   • Criteria: Newly graduated NP in the first year of career.
   • Fees: $95 per year.
   • Benefits: Access to resources for early career development.

5. Retired Member:

   • Criteria: Must be retired from active practice.
   • Fees: $55 per year.
   • Benefits: Continued access to AANP resources and events at a discounted rate.

6. Associate (Non-NP):

   • Criteria: Any non-NP supporting the NP role.
   • Fees: $160 per year.
   • Benefits: Access to AANP resources and networking opportunities.

7. International Advanced Practice Nurse (APN):

   • Country Group 1 (High Income): $99 USD annually
   • Country Group 2 (Upper-Middle Income): $39 USD annually
   • Country Group 3 (Lower-Middle & Low-Income): $19 USD annually

8. International Student:

   • Country Group 1 (High Income): $39 USD annually
   • Country Group 2 (Upper-Middle Income): $19 USD annually
   • Country Group 3 (Lower-Middle & Low-Income): $9 USD annually

Notes:

• International payments are accepted electronically in US Dollars.
• Membership benefits are delivered electronically and in English.
• Country groups are determined by World Bank classifications.
• Some countries are excluded due to U.S. sanctions.

Approvals / Signoffs

Role	Name	Signature	Date
Technical Lead	Jeff Sikes	JS	06/06/2024
Stakeholder	Liz Messner	LM	06/06/2024