Revision as of 19:51, 5 April 2010

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

remodel the data

better definition of the member types :

• patron
• staff
• youth (under 18)

add additional daily states

• Visiting
• Volunteering
• Staff mechanic (instead of just staff hanging out in the shop)

add additional services

• Staff in training
• Volunteer hours, can we track their individual hours ?

better tracking of memberships

• 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

better tracking on the "in the shop today" list

• Highlight people on the day who are Staff mechs for that shift

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 persone for a date range