Revision as of 11:13, 27 April 2010

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) :

Define to people what the following mean. they only make sense once you understand the rest of FreeHub

• patron
• staff
• youth (under 18)

ALON: Do you see these as mutually exclusive? Don't we have both patrons and staff that are youth? On the details page for a person we ask for (optionally) year of birth. The intent was that for all people under 18 we want to capture their year of birth. I believe Jessie requested this a year ago or so. We don't capture this consistently b/c greeters do not know that they should do this.

That said, clarifying patron v. staff or coming up with a clearer designation is certainly a good idea.

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)