Difference between revisions of "Freehub-next-gen"
From The Bike Kitchen
| Line 6: | Line 6: | ||
* address the important stuff | * address the important stuff | ||
* make it functional for people, so we don't force them to use other systems | * make it functional for people, so we don't force them to use other systems | ||
| + | * clearly distinguish between activities and roles and services | ||
| + | * better reporting of our membership | ||
| + | * better reporting of our class attendance | ||
== remodel the data == | == remodel the data == | ||
| − | === better definition of the member types : === | + | === better definition of the member types (Roles) : === |
| − | * patron | + | * patron : change this to 'non-member' |
* staff | * staff | ||
* youth (under 18) | * youth (under 18) | ||
| − | === add additional daily states === | + | === add additional daily states (Activities) === |
* Visiting | * Visiting | ||
* Volunteering | * Volunteering | ||
* Staff mechanic (instead of just staff hanging out in the shop) | * Staff mechanic (instead of just staff hanging out in the shop) | ||
| + | * attending a class | ||
=== add additional services === | === add additional services === | ||
| Line 25: | Line 29: | ||
* Staff in training | * Staff in training | ||
* Volunteer hours, can we track their individual hours ? | * Volunteer hours, can we track their individual hours ? | ||
| + | * Key holder | ||
| − | === better tracking of memberships === | + | === better tracking of memberships and attendance === |
| + | * sign in all staff mechs on a shift | ||
* identify when a memberships is a renewal or a new membership | * identify when a memberships is a renewal or a new membership | ||
* enforce some required fields. ZIP and PHONE (or email) | * enforce some required fields. ZIP and PHONE (or email) | ||
* add a '''Youth''' (under 18) field. | * add a '''Youth''' (under 18) field. | ||
* flag to show if the liaiblity form was signed | * flag to show if the liaiblity form was signed | ||
| + | * check people into classes | ||
=== better tracking on the "in the shop today" list === | === better tracking on the "in the shop today" list === | ||
| − | * Highlight people | + | * Highlight people who are Staff mechs for that shift |
| + | * highlight people who have digging rights | ||
=== Better Tracking on notes === | === Better Tracking on notes === | ||
| Line 47: | Line 55: | ||
Create a new report that lists memberships per week/month and if they were volunteer or paid for | Create a new report that lists memberships per week/month and if they were volunteer or paid for | ||
| − | and if they were a renewal | + | and if they were a renewal. |
explain the columns on the 'summary report'.. 'Patron' overlaps with other values. | explain the columns on the 'summary report'.. 'Patron' overlaps with other values. | ||
| Line 54: | Line 62: | ||
* '''Visits report''' | * '''Visits report''' | ||
| + | |||
group each user, report the number of visits in the time period | group each user, report the number of visits in the time period | ||
* '''People report''' | * '''People report''' | ||
| + | |||
list if they have a membership and the start date of that membership | list if they have a membership and the start date of that membership | ||
* '''services report''' | * '''services report''' | ||
| − | group all services under one | + | |
| + | group all services under one person for a date range | ||
| + | |||
| + | ==== Add new reports === | ||
| + | |||
| + | * Current volunteers | ||
| + | * current staff in training | ||
| + | * Current digging rights owners | ||
| + | * Current keyholders | ||
| + | * expired members (so we can actively renew them) | ||
Revision as of 21:06, 5 April 2010
Contents
- 1 Things we should add to with freehub
- 1.1 objectives
- 1.2 remodel the data
- 1.2.1 better definition of the member types (Roles) :
- 1.2.2 add additional daily states (Activities)
- 1.2.3 add additional services
- 1.2.4 better tracking of memberships and attendance
- 1.2.5 better tracking on the "in the shop today" list
- 1.2.6 Better Tracking on notes
- 1.2.7 better reporting
- 1.2.8 = Add new reports
Things we should add to with freehub
objectives
- centralise data
- address the important stuff
- make it functional for people, so we don't force them to use other systems
- clearly distinguish between activities and roles and services
- better reporting of our membership
- better reporting of our class attendance
remodel the data
better definition of the member types (Roles) :
- patron : change this to 'non-member'
- staff
- youth (under 18)
add additional daily states (Activities)
- Visiting
- Volunteering
- Staff mechanic (instead of just staff hanging out in the shop)
- attending a class
add additional services
- Staff in training
- Volunteer hours, can we track their individual hours ?
- Key holder
better tracking of memberships and attendance
- sign in all staff mechs on a shift
- identify when a memberships is a renewal or a new membership
- enforce some required fields. ZIP and PHONE (or email)
- add a Youth (under 18) field.
- flag to show if the liaiblity form was signed
- check people into classes
better tracking on the "in the shop today" list
- Highlight people who are Staff mechs for that shift
- highlight people who have digging rights
Better Tracking on notes
- auto enter the date on a note
- flag a note as IMPORTANT so it always shows in the daily sign in list
better reporting
- summary report
Create a new report that lists memberships per week/month and if they were volunteer or paid for and if they were a renewal.
explain the columns on the 'summary report'.. 'Patron' overlaps with other values.
break them out as : TOTAL, Staff, MEMBERS, non-members, youth , ( and volunteer as an additional # AFTER the TOTAL)
- Visits report
group each user, report the number of visits in the time period
- People report
list if they have a membership and the start date of that membership
- services report
group all services under one person for a date range
= Add new reports
- Current volunteers
- current staff in training
- Current digging rights owners
- Current keyholders
- expired members (so we can actively renew them)
