The Role column I assume is important for Meany since it takes a number of people to operate the facility. For Baker there are typically two or four hosts and the current generation of Baker hosts won't go to the effort of registering. Based on this I don't think Baker has much use for this column but I have no problem having it on the roster.

The only available roles are Host, Volunteer and Participant. We should keep these if it would help guests checking in to know who’s in charge. We can expand them if it would help manage the volunteer crew.

For Activities that award a badge, the Roster page contains a check box named "Assign Badges" whose description says "Check this box if this person should be granted the activity badges when the activity ends". The description is misleading because the badge is not granted until the activity is closed. In the lifecycle of an event, "Ended" and "Closed" are two different things: an activity is considered "ended" once its End Date is in the past.

It looks like this may just be a simple typo in the checkbox description. If so, updating the text from "ended" to "closed" may be all it takes to make this clearer.

Note that the current language can waste volunteer time as they try to figure out why badges aren't showing up even though the activity is ended and marked successful. This may also require volunteers trip leaders to email trip participants about why their badges haven't shown up yet, etc.

Courses currently have a "Student Capacity" to limit student enrollment but do not have an "Instructor Capacity" to limit instructor enrollment. This can create situations where too many instructors sign up, which in turn can create problems wherein too many instructors show up and have nothing to do, or can create create additional work for course leaders to reach out to instructors and ask them to cancel. Either way, it creates an awkward situation in an organization where we want to gratefully encourage as much volunteering as we can.

Note that it is possible set limits on the number of instructors for course field trips, but not for the number of instructors for the course itself.

For example, this happened recently for the Seattle Snowshoe "Backcountry Snowshoeing Skills Instructor Clinic" held on January 30, 2016. This was a small clinic intended to have a max of 8 students and 2 instructors. The instructor team was fully specified as of October, 2015, but other well-intentioned instructors signed up so that at one point we had 5 instructors signed up to teach 2 students. This led to lots of churn among the instructors as they noticed the high instructor-to-student ratio and started cancelling. We eventually ended up with the desired instructor count of 2, but with a completely different set of instructors than had been set in October. Situations like this could be prevented if it were possible to simply set a max Instructor Capacity.

Now that we have a My Purchases on the website, we need to be able to properly record refund transactions in all of our systems. This will also reduce the time needed and improve the accuracy of by our Members Service Team to process refunds.

• Staff need the ability to issue refund (full and partial) when canceling a person from an activity or course.


• Staff eed to be able to cancel a person'smembership and refind a specified amoutn of annual dues that have been paid.


• Staff need to be able to cancel and refund full and partial amounts for book and merchandise purchases.