Difference between revisions of "Freehub-next-gen"
From The Bike Kitchen
(→Things we should add to with freehub) |
(→remodel the data) |
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== remodel the data == | == remodel the data == | ||
| − | === better definition of the member types (Roles) : === | + | === Create a better definition of the member types (Roles) : === |
| − | * patron : change this to 'non-member' | + | * patron : change this to 'non-member' ? |
* staff | * staff | ||
* youth (under 18) | * youth (under 18) | ||
| − | === | + | === Add additional daily states (Activities) === |
* Visiting | * Visiting | ||
| Line 38: | Line 38: | ||
* Greeter | * Greeter | ||
| − | === | + | === Add additional services === |
* Staff in training | * Staff in training | ||
* Volunteer hours, can we track their individual hours ? | * Volunteer hours, can we track their individual hours ? | ||
| − | * Key holder | + | * Key holder, so we can track issue and expiry times. |
| − | === better tracking of memberships and attendance === | + | === Create better tracking of memberships and attendance === |
* sign in all staff mechs on a shift | * sign in all staff mechs on a shift | ||
| Line 53: | Line 53: | ||
* check people into classes | * check people into classes | ||
| − | === better tracking on the "in the shop today" list === | + | === Create better tracking on the "in the shop today" list === |
* Highlight people who are Staff mechs for that shift | * Highlight people who are Staff mechs for that shift | ||
Revision as of 11:21, 21 April 2010
Contents
- 1 Things we should change with freehub
- 1.1 objectives
- 1.2 next steps
- 1.3 remodel the data
- 1.3.1 Create a better definition of the member types (Roles) :
- 1.3.2 Add additional daily states (Activities)
- 1.3.3 Add additional services
- 1.3.4 Create better tracking of memberships and attendance
- 1.3.5 Create better tracking on the "in the shop today" list
- 1.3.6 Better Tracking on notes
- 1.3.7 better reporting
Things we should change with freehub
objectives
- centralise data
- address the important stuff
- make it functional for people, so they aren't tempted to use other systems
- clearly distinguish between activities and roles and services, and add more granularity to the data
- better reporting of our membership
- better reporting of our class attendance
next steps
- [ ] review this list for sanity
- [ ] send to the IT Cluster for LoE scoping
- [ ] Prioritise the tasks
- [ ] send to the other Co-ops using freehub for feedback
- [ ] send to the listserv for feedback
- [ ] put a timeline on the features
- [ ] develop an education plan
- Put this in the greeter guide
- enforce the changes
remodel the data
Create a 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
- Greeter
Add additional services
- Staff in training
- Volunteer hours, can we track their individual hours ?
- Key holder, so we can track issue and expiry times.
Create better tracking of memberships and attendance
- sign in all staff mechs on a shift
- identify when a memberships as 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
Create 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
- make a note sticky 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)
