479 results found

1. Course-Activity Late Cancellation Management

   We have noticed that students are able to cancel from course-related activities after registration has closed. Some volunteers have requested a website improvement that would either prevent cancellations after registration date is closed, or better allow volunteers to manage this process. No-shows and late-cancellations have a big impact on volunteers' ability to successfully run programs.

   Our tech team identified that the ability to cancel after registration closes is not a glitch, but rather, has always been the way the website has operated. Currently roster email notifications can be used to manage when students cancel from an activity roster, but this does not prevent the late cancellations.

   Further testing will be required, but it looks like there may not be any warning sign or indication for students cancelling from the "manage registration' pop out window that the registration period has closed. On the activity page, however, there is text that indicates that the registration has closed, and to contact the leader to be added/removed from the roster. After the close date, it is no longer possible to sign up from the "manage registration" pop out.

   Ideally we'd like to find a solution that balances the importance of supporting our volunteer leaders while also making it easy (and continuing to provide education and training) for our members to participate.

   We have noticed that students are able to cancel from course-related activities after registration has closed. Some volunteers have requested a website improvement that would either prevent cancellations after registration date is closed, or better allow volunteers to manage this process. No-shows and late-cancellations have a big impact on volunteers' ability to successfully run programs.

   Our tech team identified that the ability to cancel after registration closes is not a glitch, but rather, has always been the way the website has operated. Currently roster email notifications can be used to manage when students cancel from an activity roster, but this… more

   12 votes

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   1 comment  ·  Courses, Clinics & Seminars  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   This idea has been completed! Course participants will no longer be able to update their checkbox (and uncheck) after registration is closed. The checkbox will freeze as-is and become grey. If a participant needs to cancel, they must follow standard practices of reaching out to the leader directly.

2. Stop stripping line breaks from Leader Permission request comments section

   Most people (myself included) when entering information for the leader in the permission request comment box, make an effort to format it as cleanly as possible with line breaks to organize provided information.

   However, the code appears to strip all these line breaks from the text and drop a super messy blob of text in the request email that comes to leaders. This makes the leader's job unnecessarily harder because we have to mentally parse the blob back into the requester's intended presentation.

   Could we please stop stripping the line breaks and preserve the intended format?

   9 votes

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   0 comments  ·  Activities  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   Thank you Jon for the original idea! I wanted to send out a note that this has been completed for both Activity Leadership Permission Requests and Course Leadership Permission Requests. The comment field is now a Rich Text field which will allow for advanced formatting of text and allow for bullet points, tables, and images. This should make it easier for Leaders to review requests - especially when a lot of information was requested.

   
   

   For more tech updates, check out our Technology Changelog!

3. Donation & membership from IRA

   It would be good to have clearly indicated instructions for sending a check for donations and membership. For older members, making a QCD requires a check and cannot be made via credit card.

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   0 comments  ·  Fundraising  ·  Delete…  ·  Admin →
   Completed  ·  Kristina Ciari Tursi responded

   This information lives at the top of our Donate page: https://www.mountaineers.org/donate.

4. Confirmation email for rolling enrollment classes is confusing in some cases

   Currently when a student registers for a course that has rolling enrollment they receive an automated confirmation that includes the following paragraph:

   "This course is a rolling enrollment style course meaning there are multiple sets of lectures and field trips. Please make sure that you are signed up for the specific field trip and lecture dates that are available and/or fit your schedule.You should have received additional activity email confirmations for these specific dates."

   This is confusing in cases where 1) the course consists solely of lectures or field trips but not both, or 2) the course consists solely of multiple offerings of a single activity from which students choose one. In both of these cases the automated email suggests that the student was supposed to have registered for multiple activities or multiple types of activities (combo of lectures and field trips) and that the student is in error if they have not. This causes some students confusion and distress.

   It would be helpful if this email could be modified so that 1) the language is generalized to also include courses with single and/or multiple lectures and/or field trips, or 2) the language is chosen dynamically based on the activity structure of the specific course.

   Currently when a student registers for a course that has rolling enrollment they receive an automated confirmation that includes the following paragraph:

   "This course is a rolling enrollment style course meaning there are multiple sets of lectures and field trips. Please make sure that you are signed up for the specific field trip and lecture dates that are available and/or fit your schedule.You should have received additional activity email confirmations for these specific dates."

   This is confusing in cases where 1) the course consists solely of lectures or field trips but not both, or 2) the course consists solely of… more

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   1 comment  ·  Courses, Clinics & Seminars  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   Thanks for confirming! The email template has been updated.

5. Update webpage text for how to close an activity

   On https://www.mountaineers.org/volunteer/schedule-manage/activities#closing-activities

   it states 'When viewing the activity, click on the "Roster" button in the orange admin panel on the left side of the screen. Under "Set Activity Results", you can choose a Trip Result, then click the "Save" button.'

   It seems that 'close activity' has been moved out of the Roster section, and into a 'Manage Activity' section on the right hand side of the page. The text should be updated to indicate that.

   Thank you!

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   1 comment  ·  Activities  ·  Delete…  ·  Admin →
   Completed  ·  Kristina Ciari Tursi responded

   This has been updated. Thank you!

6. Swap "Meeting place and time" and "Leader's Notes" on trip listing

   A frequent leader pain point is participants who obviously don't read the entirety of the trip listing before signing up and especially before requesting leader permission.

   Most leaders will put instructions on information they want for leader permission in the "Leader's Notes" section, but many participants don't see it because it ends up hidden under the "More+" collapse link. Some leaders even make a point in ALL CAPS to try to get participants to click "More+".

   I believe that swapping these two sections and making "Leader's Notes" the headline that doesn't get hidden would improve this situation and make it more likely that a participant would immediately see words related to requesting permission and actually follow the instructions. It also doesn't seem a huge problem default hiding the meeting time and place because that information usually comes in the planning email anyway, and participants intuitively know they need to find that information.

   Obviously, this could be a confusing change to people who are now used to the current format, so it's understandable if it would be more trouble than it's worth or create objections.

   A frequent leader pain point is participants who obviously don't read the entirety of the trip listing before signing up and especially before requesting leader permission.

   Most leaders will put instructions on information they want for leader permission in the "Leader's Notes" section, but many participants don't see it because it ends up hidden under the "More+" collapse link. Some leaders even make a point in ALL CAPS to try to get participants to click "More+".

   I believe that swapping these two sections and making "Leader's Notes" the headline that doesn't get hidden would improve this situation and make it… more

   4 votes

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   1 comment  ·  Activities  ·  Delete…  ·  Admin →
   Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   Hello All -

   This idea has been completed! Leader Notes are now the first thing listed in the activity details.

   Keep up to date with changes by reviewing our Tech Changlog!

7. Senior Membership Notification Email

   Members Services receives a lot of inquiries from members about wanting to switch their membership from family or adult to senior, mid-membership cycle. They reach out in response to an email that we send, alerting them (on their birthday) to enroll in our senior membership now that they are 65. Since they pay upfront for the year, it doesn't make sense to retroactively refund each person that turns 65 mid-membership cycle. And if they enroll in the senior membership, they would be paying two separate membership costs for the year. Could we prompt the "senior membership invite" email via their profile on the renewal date of the membership instead of on their birthday?

   Members Services receives a lot of inquiries from members about wanting to switch their membership from family or adult to senior, mid-membership cycle. They reach out in response to an email that we send, alerting them (on their birthday) to enroll in our senior membership now that they are 65. Since they pay upfront for the year, it doesn't make sense to retroactively refund each person that turns 65 mid-membership cycle. And if they enroll in the senior membership, they would be paying two separate membership costs for the year. Could we prompt the "senior membership invite" email via their… more

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   1 comment  ·  Members  ·  Delete…  ·  Admin →
   Completed  ·  Jeff Bowman responded

   Completed Sep 2023. We updated the text of the email we send to clarify when the Senior membership may be chosen.

8. Mid-level Supporter membership type

   A new family-style membership type for those who want to support our mission with a higher giving level (somewhere between Family and Peak Society)

   3 votes

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   0 comments  ·  Fundraising  ·  Delete…  ·  Admin →
   Completed  ·  Jeff Bowman responded

   Completed Oct 2023.

9. Change mobile view for books side to show cart instead of donate button and/or login

   Currently when you visit a product page on mobile the two primary nav options are "donate" and "log in/join" - both of which don't serve books as well as a cart would. If someone clicks on an ad, is directed to this page, they won't even know they are able to buy the book without scrolling down, and the login portion feels like we are gatekeeping our books.

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   Completed  ·  0 comments  ·  Books  ·  Delete…  ·  Admin →

10. Add "Submit Incident Report" to Lodge stays

    Add incident reporting button to lodge stays. Lodges have their own inherent dangers, like falling out of bunks, falling down stairs, sliding down hills out of control, or having a bench fall over on someone's foot while she vacuums.

    6 votes

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    1 comment  ·  Lodges  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This has been completed! Lodge stays and events are now linked to a new General Incident Report Form which will capture any safety concerns that may have happened during that stay/event. This form is linked to the Feedback Form to direct people to report an incident if they stated they had a safety concern.

    
    

    To keep up to date on our technology improvements, visit our blog!

11. Website Performance Improvements

    In recent months it's been reported that at times, our website is slow to respond and also times out with a 503 or 502 error message.

    21 votes

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    6 comments  ·  Infrastructure  ·  Delete…  ·  Admin →
    Completed  ·  Kristina Ciari Tursi responded

    The huge majority of these performance issues were resolved as part of our website 4.4 launch in April 2023. https://www.mountaineers.org/blog/tech-update-4-4-website-performance-improvements

    
    

    We still have one final internal step to upgrade to a Compute Savings Plan for our servers on AWS, but that's an internal cost-savings measure for us, and should not meaningfully impact the performance issues, so we're marking this as complete.

    
    

    Thank you for your patience and feedback as we worked through this process.

12. Easier to see instructor opportunities: Combine instructor opportunities and add them as a filter with all other activities

    Make it easy to see instructor opportunities for courses and clinics by showing them directly in the 'find activities' page. Today, when one selects 'find activities' they see 18 types of activities including hiking, scrambling, sea kayaking. But to see course instructor opportunities one has to click on 'volunteer' --> 'volunteer with us' --> scroll halfway down to click on 'find instructor opportunities'.

    As a volunteer-led organization, it's important to make finding instructors as low-friction as possible and putting 'instructor opportunities' in the same page with all the other activities will go a long way in giving our members that choice. As a past course leader, I strongly believe that this small change can make a huge difference in how many people see the instructor opportunities when they search for 'what can i do this weekend' by clicking on 'find activities' and see instructor opportunities in addition to hikes and climbs.

    The request is to combine "I want to go.." and "I want to teach..". So that for example, if someone filters for 'backpacking' for 'next weekend' - they see both the backpacking activities and any course activity for backpacking, and if useful, add a 'activity type' filter that lets them filter "out" instructor opportunities but they get to see them first.

    Make it easy to see instructor opportunities for courses and clinics by showing them directly in the 'find activities' page. Today, when one selects 'find activities' they see 18 types of activities including hiking, scrambling, sea kayaking. But to see course instructor opportunities one has to click on 'volunteer' --> 'volunteer with us' --> scroll halfway down to click on 'find instructor opportunities'.

    As a volunteer-led organization, it's important to make finding instructors as low-friction as possible and putting 'instructor opportunities' in the same page with all the other activities will go a long way in giving our members that… more

    11 votes

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    6 comments  ·  Volunteers  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    Hello All-

    We reviewed what was possible today within the website and completed the following:

    • Added a new page for volunteers to Find ALL activity types (instructor, leader, and participant)
    • Added a new page for Find Trip Leader Activities.
    • Created a Find Volunteer Activities landing page that shows all three options and use cases for each.
    • Updated the navigation to drive people to the new Find Volunteer Activities page
    • Once people are aware of all three options, we will look to bring them back into the navigation directly - but want to direct people to the landing page for awareness.

    This change does not alter the current Instructor Activities page which has stayed the same.

    For more updates, checkout the Tech Changelog Blog where we highlight website updates and improvements, such as our new Map Finder tool!

13. Warning when you click "Copy E-mail Addresses" if you have private and public profiles checked

    The Mountaineers has a policy that if you are emailing people with a profile set to Private, you should put them in BCC. It would be helpful if the site gave a warning pop-up when you have selected both public and private profiles and click "Copy E-mail Addresses" as the next logical step is that those emails get pasted into a "To" line.

    The warning could simply remind leaders that they should put Private profiles in BCC and maybe link to the policy.

    I'm not entirely sure if using the "Send E-mail" button will properly sort the emails into the right categories. When I tried it said "To: blah + 3 others" so I didn't want to risk it by actually sending something.

    Assuming that button does the right thing, it would be better if the form showed the To field and the Bcc field. FWIW I don't use the "Send E-mail" button because I prefer to compose my emails directly in Gmail.

    The Mountaineers has a policy that if you are emailing people with a profile set to Private, you should put them in BCC. It would be helpful if the site gave a warning pop-up when you have selected both public and private profiles and click "Copy E-mail Addresses" as the next logical step is that those emails get pasted into a "To" line.

    The warning could simply remind leaders that they should put Private profiles in BCC and maybe link to the policy.

    I'm not entirely sure if using the "Send E-mail" button will properly sort the emails into the… more

    3 votes

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    0 comments  ·  Rosters  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea has been completed! We have changed the title of the copy email box to state "BCC Only" and have altered the email template that sends emails directly from the website to clearly show that all participants are under BCC vs. TO.

14. Display co-requisite badge status on course roster

    As a course administrator, it becomes difficult to manage and check on every individual's requirements to be met for the graduation needs of the respective course. When courses require co-requisite badges in order to graduate, display the course roster with additional columns stating when the respective badge was awarded to an individual for each co-requisite badge. This will immensely improve the process for course administrators to check on verifying individuals' records before graduating them. Also, providing a great tracking tool to follow up on individuals needing more help with courses and such.

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    7 votes

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    2 comments  ·  Courses, Clinics & Seminars  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea is being marked as complete given the positive process and feedback from the pilot of the new Course Management Tool (CMT). To learn more about this tool, visit this blog!

    
    

    We hope the CMT will not only help reduce course administrative efforts, but also support succession planning, with the default template being owned and maintained by The Mountaineers Technology staff. Once the CMT pilot wraps up this spring, we plan to onboard more complex courses to the tool and continue expanding as capacity allows. This includes conditioning courses, courses with multiple co-requisites, or courses with many trip/lecture requirements.

    
    

    If you have any questions or want to be notified when more courses are being onboarded, reach out to Devin at devinl@mountaineers.org.

15. Track Shopping Cart Donations

    Add some sort of flag on donations made during checkout (at the cart donations) so that we can identify and track them in salesforce. A checkbox would be sufficient.

    6 votes

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    1 comment  ·  Fundraising  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea was completed as part of Tech Update 4.5. Donations made through the cart now are part of a unique Salesforce opportunity that will enable these donations to be identified. The blog with the details of this update can be found here: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more

16. Donor affinity checkboxes

    Checkboxes to track donor affinity across major fundraising categories to ensure people can hear about the impact and opportunities that mean the most to them. For internal use only - no plone integration.

    2 votes

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    0 comments  ·  Fundraising  ·  Delete…  ·  Admin →
    Completed  ·  Kristina Ciari Tursi responded

    This has been resolved by adding a multi-select “Donor Interest” field on the household.

17. Add bulk update feature for Event "Attended?" checkbox GH3706

    Like we do for email, download, and print, add a Bulk Update Attended All|Selected button that checks or unchecks the Attended? box for all roster records or just the ones selected. When clicked, ask the user if they want to check or uncheck the Attended? box. This will make record-keeping easier for those who choose to use printed sign-in sheets.

    When you use the "Add volunteer hours" box at the bottom of an event roster, it adds hours to anyone with a volunteer role, not just the folks who were marked as attended. It would be great to get this updated so that hours were only attributed to volunteers who attended. This will be even better if we can enable bulk updating of attendees on event rosters.

    We need to make sure these two bulk updates work together.

    Like we do for email, download, and print, add a Bulk Update Attended All|Selected button that checks or unchecks the Attended? box for all roster records or just the ones selected. When clicked, ask the user if they want to check or uncheck the Attended? box. This will make record-keeping easier for those who choose to use printed sign-in sheets.

    When you use the "Add volunteer hours" box at the bottom of an event roster, it adds hours to anyone with a volunteer role, not just the folks who were marked as attended. It would be great to get this… more

    2 votes

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    2 comments  ·  Events  ·  Delete…  ·  Admin →
    Completed  ·  Kristina Ciari Tursi responded

    This was completed as part of the website 4.5 upgrade in February 2024. https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more.

    
    

    Thank you for your patience and feedback.

18. Add 'kid code' prefix to the Youth Flag Report form for cleaner report out process

    all information pulled from the Youth Programs Form regarding transportation currently populates in the same column on the Youth Flag Report. This means that kid codes, pick up list contact info, and parent approval initials all show up in the same place on the form which complicates the process of creating program check-in/check-out forms for roster managers. It would be ideal for kid codes to populate separate of pick up lists and to have their own column in order to clarify this process.

    3 votes

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    0 comments  ·  Youth  ·  Delete…  ·  Admin →
    Completed  ·  Jeff Bowman responded

    Completed Nov 2022.

19. Clarify that "Add 3% to cover credit card fees" is only for donations

    Consider adding some clarifying language or different shading to the script for the '3% for credit card fees' check box. Although it is clearly displayed in the donations section, folks often want to cover the fees regardless of it's for a donation or a course/activity/program fee, and it can be confusing when the cart total does not change. I suggest updating the below language to "Add 3% to over credit card fees (for donations only)."

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    2 votes

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    0 comments  ·  Members  ·  Delete…  ·  Admin →
    Completed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This has been completed in production and now clarifies that the 3% added only covers credit card fees associated with a donation.

20. Display dates of Submitted Leader Applications

    The new Submitted Last Application page is very helpful. Thanks.

    https://www.mountaineers.org/volunteer/volunteer-with-us/leader-applications/submitted-leader-applications

    It would be very helpful to include the application date in the information shown to volunteers. Currently, for example, there are almost 200 Hike-Backpack Leader Applicates dating back about 5 years, but they are all displayed in a single very large last that shows only the applicant names. It's possible to learn the date of an application by clicking it a noting the timestamp in the URL, but many volunteers are not sufficiently tech-savvy to do that, and it's necessary to click on each application individually in order to see the date.

    Specifically, it would help of the dates were exposed in the following places.

    1) As a column in the data-file.csv file.
    2) As a value in the text-format rendering of each request
    3) As a separator in the long list of applications displayed by clicking the "Submitted Forms" button. This list used to be grouped by year/month, which was very helpful. Bringing back that functionality would do the trick.

    Thanks.

    The new Submitted Last Application page is very helpful. Thanks.

    https://www.mountaineers.org/volunteer/volunteer-with-us/leader-applications/submitted-leader-applications

    It would be very helpful to include the application date in the information shown to volunteers. Currently, for example, there are almost 200 Hike-Backpack Leader Applicates dating back about 5 years, but they are all displayed in a single very large last that shows only the applicant names. It's possible to learn the date of an application by clicking it a noting the timestamp in the URL, but many volunteers are not sufficiently tech-savvy to do that, and it's necessary to click on each application individually in order to… more

    1 vote

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    2 comments  ·  Volunteers  ·  Delete…  ·  Admin →
    Completed  ·  Jeff Bowman responded

    Completed Sep 2022. 

    
    

    Notes:

    - Added "Date Submitted" field to application forms and set its default to today's date. This data will be available to forms submitted from now on.

    - Changed "Submitted Forms" buttons/links to be the folder contents view which has a "Last Modified Date" column, as close as we can get o s submitted date for the submitted forms folder.