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Added by Liz Trautman , last edited by Liz Trautman on Oct 04, 2006  (view change)
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Scenario

Wanafunzi wa Uhuru in Tanzania has been hosting their e-mail accounts on Kabissa for several years using the free hosting option. Lately, they've expanded their staff, and need to create more e-mail accounts and use more diskspace. They decide to upgrade to a larger account and submit an order form through our Web site.  They receive an invoice; after they pay it, the Kabissa team upgrades their account.

 

Kabissa notices that Hopelife Organization is using 200mb of diskspace for their account with a limit of 25mb. They write to the technical contact and encourage him to delete e-mails with large attachments, which are likely filling up their e-mail boxes. After a few weeks, they get their usage down to 50mb - a big improvement, but still double their limit! Kabissa suggests upgrading to a larger account, and they agree. They receive an invoice; after they pay it, the Kabissa team upgrades their account.

 

Women of Liberia operated a busy and active site during the last election, when they were campaigning for Ellen Johnson-Sirfleaf. Now that the election is over, they are shifting their attention towards local politics, and don't plan on focusing on their Web site much. They are also facing a funding crisis, as a much needed grant didn't come through as planned. When they receive their annual hosting renewal invoice, they decide that it is best to downgrade to a free account since they are well under those limits. The Kabissa team makes the change and deletes their invoice, noting that they've downgraded.

 

Flowchart

Home Page >User Login > Internet Services >Hosting order form > .Confirmation Page

 

Home Page >User Login > My Account >Upgrade/Downgrade > Hosting Order form >Confirmation Page

 

E-mail Invoice > User Login > Internet Services >Hosting order form > .Confirmation Page

 

Detail

An organization can request an upgrade/downgrade in several ways:

  • Navigating to the hosting order form from the home page and submitting an order for an upgrade or downgrade through the  Hosting order form.
  • Following a link from their renewal invoice e-mail (or other e-mail correspondence from the Kabissa team)
  • Logging in to view the "Account history" section for their organization. There should be an Upgrade/Downgrade This Account button which links to the Hosting Order Form.
  • A Kabissa team member can manually create the upgrade/downgrade order on the backend after e-mail correspondence with the organization's technical or administrative contact.

Only the administrative or technical contacts are authorized to order or change hosting options.  The hosting order form will include an upgrade option and a downgrade option. The new hosting order will be created on the backend.  It will have a status of new and will appear in the list of new hosting orders (see Spec 5 - Order Hosting for more information).

  • Upgrade: When a Kabissa team member logs into the Membership Database backend, they will see a new upgrade order. They will send an invoice to the organization. When the invoice is paid, they will record the payment, payment date, and send an e-mail receipt. They will then set up the upgrade on our servers. They will come to the backend and mark the new Hosting order as "active" and fill in the start and renewal dates. They will mark the old hosting order as "upgraded" and record the end date. They will then send a confirmation e-mail to the administrative and technical contact.
  • Downgrade: When a Kabissa team member logs in to the Membership Database backend they will see a new downgrade request. They will make the change on our servers, then return to the Membership Database Backend. They will mark the new Hosting order as "active" and fill in the start date and end date. They will mark the old hosting order as "downgraded" and record the end date. They will then send a confirmation e-mail to the administrative and technical contact. They also will delete any outstanding renewal invoices for the old account.

 

Technical notes:

  • We will need to be able to track upgrades and downgrades over time (for example, to be able to run a report determining how many upgrades in the past year).
  • All of the "rules" of ordering hosting for the first time apply - for example, there is a lag time between the order and when the order is fulfilled.
  • The Kabissa team should be able to upgrade or downgrade an account from the backend without the organization filling in an order form on the front end.
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