Put Me In! is a nonprofit that increases access to sports for children of incarcerated parents. We built this software to increase our efficiency, scale our program, and distribute financial aid with empathy to system-impacted families.

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Software Functional Documentation
Summer 2022

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User Flows
Mobile App for Caregivers
• Activate Account
• Edit Caregiver Account
• Edit Child Profile
• Request Funds
• Review Funding History
• Toggle Between Multiple Children
• Message PMI!
• Help
Web App for PMI! Admins
• Create New Caregiver Account & Child Profile
• Review Funding Request
• Create New or Edit Funding Event
• Message Caregiver
Key actions a user takes on the PMI! mobile app or web app.

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Mobile App for Caregivers

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Mobile App: Activate Account
Steps for a caregiver using the mobile app.
When to use: A new caregiver will need to activate her/his/their account and set a password the first time she/he/they
use the mobile app. The Option 2 steps may also be followed if a caregiver forgets her/his/their password.
1. Use one of the two links below to download the mobile app on your phone
• iPhone: https://apps.apple.com/us/app/putmein/id1596707041
• Android: https://play.google.com/store/apps/details?id=com.ipkiller.PutMeIn&hl=en_US&gl=US
2. Activate your account by doing EITHER of the following:
• Option 1 – Use the activation code texted to your phone: You may have received a text message to your phone
with an activation code. If you did, you may use this code to activate your caregiver account in the mobile app
by:
1) Opening the mobile app
2) Click the “Activate Account” button on the bottom of the page
3) Enter your phone number and code and then click “Activate now”
4) You will then be prompted to make a password, which is how you will log into your account going
forward (should you ever get logged out)
• Option 2 – Use the “forget password” option in the app: If you cannot find a code in your text messages – no
problem! You may simply use the “forgot password” option in the mobile app to resend yourself a code:
1) Open the mobile app
2) Click “Forgot Password?” (in yellow text before big “sign in” button)
3) Enter your phone number
4) You will receive a text message with a code – copy this code from your texts and paste it into the field in
your app
5) Click “CONFIRM” (do not click “reset password” as this will resend you a new code)
6) Enter your password into the two required fields and click confirm
3. You will now be logged in. You will use the bottom three icons to navigate throughout the app. Option 2
Option 1

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Mobile App: Edit Caregiver Account
Steps for a caregiver using the mobile app.
When to use: A caregiver may want to edit his/her/their profile to change
things such as name, email address, or password. Note: for now, if a caregiver
gets a new phone number, that cannot be edited and will have to be changed
by an administrator on the back end (administrator will have to create a new
caregiver profile and manually add in historical disbursements).
1. Click the gear icon on the bottom navigation – this takes a caregiver to their
settings tab where they can view their information as well as the children
under their care.
2. To edit caregiver information, click “Edit” in the top right corner.
3. After making any changes, click “Save Changes” at the bottom.

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Mobile App: Edit Child Profile
Steps for a caregiver using the mobile app.
When to use: A caregiver will want to edit a child’s profile to do any of the
following:
• Add a photo
• Change name
• Change DOB
• Change address
• Add / Change sports (NOTE: this is a critical feature, because a sport must be
added in the child’s profile for a caregiver to request funds for it)
1. Click the gear icon on the left of the bottom navigation – this takes a caregiver to
their settings tab where they can view their information as well as the children
under their care.
2. Click the child’s name under the caregiver information
3. Click “Edit Profile”
4. Edit information (note: if a sport that the caregiver is requesting funds for is not in
the list, select Other and notify PMI! so that it may be added to the list).
5. Click “Save Changes”

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Mobile App: Request Funds
Steps for a caregiver using the mobile app.
When to use: When a caregiver wants to request financial aid for sports for
her/his/their child. The caregiver may request a reimbursement (with the proper
documentation [i.e., receipt]) or a direct payment.
1. Click the “$” icon on the bottom navigation
2. Click the yellow “Request Funds” button on the bottom of the dashboard
3. Select ‘Disbursement Type’: Equipment, League Fee, or Travel
4. Select ‘Sport’ (Note: sport must be added to child’s profile for it to appear in this
list. See “Edit Child Profile”)
5. Select ‘Payment Type’: Direct Payment – PMI! will pay directly for the
item/service, Reimbursement – PMI! will reimburse the caregiver for the
item/service cost (Note: uploading a receipt from the camera roll is required with
reimbursements)
6. Enter the Amount of funds being requested (Note: for direct payments that may
have taxes and shipping costs, the final total amount may differ from the
requested amount)
7. Paste Link to the item or website
8. Enter any relevant Comments, such as any details about the item (e.g., size, color,
league details, travel details, etc.)
9. Click “Submit Request” (Note: a confirmation should pop-up, if it does not, the
request was not successfully submitted and may be missing information).

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Mobile App: Review Funding History
Steps for a caregiver using the mobile app.
When to use: Whenever a caregiver wants to
review how much financial aid her/his/their child has
left in the current year they may use this functionality
to review it in summary (bar at top) or in detail.
1. Click to the “$” icon to go to the main dashboard
2. The total remaining balance in the current year is
shown in the yellow speech bubble just below
the child’s name.
3. The most recent disbursements are shown under
“Recent Disbursements.” Note: a caregiver may
scroll to view more of this list and/or may click the
“Receipt” icon to view any associated receipts.
Details for each disbursement may be viewed by
clicking on the disbursement line item in the list.
4. To view the child’s complete history of
disbursements and filter by year click “View All.”

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Mobile App: Toggle Between Multiple Children
Steps for a caregiver using the mobile app.
When to use: If a caregiver has multiple children enrolled in Put Me In!, she/he/they can manage all
the children within the same caregiver account.
1. Click to the “$” icon to go to the main dashboard
2. Tap the “People” icon in the top right corner of the screen to reveal a drop down of all children
associated with the caregiver account
3. Click a child to navigate to his/hers/their dashboard and profile (Note: The messages tab will be
the same for all children under one caregiver account).

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Mobile App: Message PMI!
Steps for a caregiver using the mobile app.
When to use: If a caregiver needs to contact PMI! for any reason (school enrollment confirmation, sports update,
funding question, return required, etc.) she/he/they may message PMI! right in the app.
1. Click the speech bubble icon on the far right of the bottom navigation menu.
• You may type a message directly in the space containing “write message…”
• You may attach a file or photo by clicking the paper clip icon on the left of “write message…”
• You may also search old messages using the top search bar

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Mobile App: Help
Steps for a caregiver using the mobile app.
When to use: If a caregiver needs a refresher on how the app works or how PMI!
works.
1. Click the gear icon on the left of the bottom navigation menu
2. Click “Help” at the bottom on the screen
3. Click any of the Frequently Asked Questions to view their answers; or message
PMI! directly in the app for more help. For more information on PMI!’s mission,
vision, team, and more – go to PutMeIn.org.

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Web App for PMI! Admins

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Web App: Create New Caregiver Account & Child Profile (1 of 3)
Steps to take as a PMI! Administrator.
When to use: When enrolling a new child in Put Me In! – note: if a new child has the same caregiver of an existing child, then you may simply follow the
“New Child Profile” steps within that caregiver’s account.
New Caregiver Account
1. Click “People” in the left-hand menu
2. Click the + button at the top left of the people list
3. Select “New Caregiver”
4. Complete the caregiver information (as provided in the Application & Enrollment form)
5. Click “Create” (note: ensure all information is accurate)
6. Follow steps to add a child
7. Once the child’s profile has been added to the caregiver’s account:
7a. Click “Activate” at the top of the caregiver’s profile (this will send them a code via text & email that they will use to log into their account)
7b. Use the template on page 3 of 3 and send the caregiver an email/text with steps on how to activate their account
New Child Profile
1. Navigate to the child’s caregiver’s account page (Click People, search or scroll to the caregiver’s name, click caregiver’s name)
2. Click the + next to “Associated Children”
3. Add child’s information from the Application & Enrollment form and add initial balance of $1,000 (note: Address will be auto-populated from caregiver’s
account)
4. Click save
5. Upload the child’s Application & Enrollment form to their profile (note: must be a PDF)

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Web App: Create New Caregiver Account & Child Profile (2 of 3)
App screenshots

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Web App: Create New Caregiver Account & Child Profile (3 of 3)
Template: Instructions to send new caregiver on activating mobile app account.
Hi [name]! Welcome again to Put Me In!. As discussed, please see below for steps on how to activate your PMI! mobile app account. You may use the mobile app to contact PMI! directly and to
manage your child’s PMI! financial aid balance throughout the year. The app is also where you will go to request financial aid in the app. If you have any questions on how to use the app we’d be more
than happy to hop on a phone call, zoom, facetime, etc. to help.
All the best,
[name]
Setting Up the Put Me In! Mobile App for Caregivers!
1. Use one of the two links below to download the mobile app on your phone
• iPhone: https://apps.apple.com/us/app/putmein/id1596707041
• Android: https://play.google.com/store/apps/details?id=com.ipkiller.PutMeIn&hl=en_US&gl=US
2. Activate your account by doing EITHER of the following:
• Option 1 – Use the activation code texted to your phone: You may have received a text message to your phone with an activation code. If you did, you may use this code to activate your
caregiver account in the mobile app by:
1) Opening the mobile app
2) Click the “Activate Account” button on the bottom of the page
3) Enter your phone number and code and then click “Activate now”
4) You will then be prompted to make a password, which is how you will log into your account going forward (should you ever get logged out)
• Option 2 – Use the “forget password” option in the app: If you cannot find a code in your text messages – no problem! You may simply use the “forgot password” option in the mobile
app to resend yourself a code:
1) Open the mobile app
2) Click “Forgot Password?” (in yellow text before big “sign in” button)
3) Enter your phone number
4) You will receive a text message with a code – copy this code from your texts and paste it into the field in your app
5) Click “CONFIRM” (do not click “reset password” as this will resend you a new code)
6) Enter your password into the two required fields and click confirm
3. You will now be logged in. You will use the bottom three icons to navigate throughout the app.
• The middle $ icon is the main dashboard for your child where you can see all past disbursements and how much money you have left this year. This is also where you will request funding
by clicking the large yellow button on the bottom “Request Funds”.
• The far right speech bubble icon is how you may message us.
• The far left gear icon is your settings page. This is where you may click your child’s name and add or delete sports and/or change any information. (Note: to request funds for a sport you
must ensure that sport is added to your child’s profile before filling out the request funds form).

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Web App: Review Funding Request (1 of 3)
Steps to take as a PMI! Administrator.
When to use: Whenever a caregiver submits a new funding request, a PMI! admin will have to review it and either complete it, reject it, or request more
information.
1. A PMI! admin will be notified of a new funding request in four ways
• A yellow # popup on the notification bell in the top right corner of the web app
• A new request highlighted in the “Requests” tab of the web app
• A yellow dot next to the name of a child in the “People” tab
• A summary notification email at the end of the day from help@putmein.org
2. Review the request by clicking on it in the web app (note: if you are navigating to the request from the “People” page you will have to navigate to the
child’s profile then scroll down to disbursements section to find any “Pending” request).
3. Click the request and a popup with all the request details will appear
4. Review the request. Key questions to ask yourself are:
• If it is a Direct Payment request
✓ For equipment - Do you have all the size / color details required to place the order?
✓ For league fees - Is there any reason a guardian should be the one signing the child up (e.g., contact info, birth certification requirements,
etc.)
✓ For travel - Can you confirm that the travel is sports-related for the child? Can you put a charge limit on the card for a hotel, for example?
• If it is a Reimbursement request
✓ Do you have proper receipt documentation that clearly shows the amount paid and the item paid for?
• Notes: (1) The “enrolled in school” box must be checked for a fund request to be marked as “Completed”; (2) for Direct Payment requests, you may
have to update the total amount to include taxes and shipping costs – to do this, when you are viewing the request details, click “Edit” and update
the information.
5. Complete the request, select the “Mark as Completed” option, and then send a message to the caregiver following the template on page 3 of 3

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Web App: Review Funding Request (2 of 3)
App screenshots

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Web App: Review Funding Request (3 of 3)
Template: Confirming an investment with a caregiver after it is completed.
Hi [name]!
I am writing to confirm our investment in [child’s name] of [amount] for [describe what investment was for]. [Child’s name]’s remaining Put Me
In! balance for [insert year] is [amount].
We are so proud to be on yours and [child’s name]’s team!
Let’s go!
- [your name]
Note: If the disbursement amount is different than the amount requested (e.g., because of shipping costs or taxes) you may
include the following line:
Shipping and taxes add [$$] to the total amount, so you will see the request amount updated to [$$].

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Web App: Create or Edit Funding Event (1 of 2)
Steps to take as a PMI! Administrator.
When to use: (1) For caregivers who are not onboarded on the mobile app, a PMI! admin will have to manually add the funding events via the database. (2)
If a funding event needs to have a date changed, it will have to be done through the database.
1. Right click “Database” in the web app menu and select “open in new tab”
2. Log in to the database with the following credentials
• Username: admin@putmein.com
• Password: t8@NVsas
3. Click “Disbursements” on the top left menu
Edit a Disbursement
1. Use the filter options on the far right of the database window to search for the disbursement you want to edit
2. Click the “Edit” option within the data table in the farthest right column
3. Make desired updates
4. Click “Update Request” to save changes; refresh Web App to see changes reflected
Create a New Disbursement
1. Click “New Disbursement” in the top right corner of the database window
2. Add required information
3. Click “Create Request”; refresh Web App to see changes reflected

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Web App: Create or Edit Funding Event (1 of 2)
App screenshots

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Web App: Message Caregiver
Steps to take as a PMI! Administrator.
When to use: (1) Requesting confirmation of school enrollment (every fall), (2) requesting a sports update (every quarter), (3) confirming an investment, (4)
any other ad-hoc reason to communicate with a caregiver.
1. Click “People” in the web app menu
2. Search for the caregiver you wish to message
3. Click his/her/their name
4. On the caregiver’s profile page, use the message box on the right of the page to communicate with the caregiver
Notes: You may upload files and photos and send messages in text format. End every message with – [Your Name] so that the caregiver knows
who from PMI! is messaging them.