479 results found

1. 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.

2. 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 →

3. 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!

4. 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.

5. 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.

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. 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!

8. 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.

9. 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.

10. Provide more detail for course-related activities in 'Manage Registration' signup box

    Right now when you click on Manage Registration for a course related activity all you can see in the signup box is the name of the activity, the date, and a Request Leader Permission link. We have different mentors posting these activities for their students but the leader of the activity isn't visible in the signup box (plus the formatting is terrible). The students have to flip back and forth between the activity listing imbedded in the course and the Manage Registration box to know who they're signing up with. Would be great to have everything that a student might want to know about an activity in that Manage Registration signup box.

    Right now when you click on Manage Registration for a course related activity all you can see in the signup box is the name of the activity, the date, and a Request Leader Permission link. We have different mentors posting these activities for their students but the leader of the activity isn't visible in the signup box (plus the formatting is terrible). The students have to flip back and forth between the activity listing imbedded in the course and the Manage Registration box to know who they're signing up with. Would be great to have everything that a student might… more

    14 votes

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

    Hello All -

    This idea has been completed and is now live on the website! The leader of an activity and a link to their profile is now present for each activity listing on the course registration pop-up to assist students in their selection process.

    https://www.mountaineers.org/blog/technology-changelog

11. Org-wide Award Badges

    We'd like to explore options for giving committee members the ability to self-administer org-wide award badges. Currently the only volunteers who directly manage badge rosters are branch admins for their award badges. That said, we have some award badges that are org-wide and we'll have to think about how we might allow a group of volunteers to manage that.

    Example is the Climb Leader Emeritus badge: https://www.mountaineers.org/membership/badges/leader-badges/climb-leader-emeritus

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

    This idea was completed during our Tech 4.5 Update. To learn more about this update, see his blog: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more

12. 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!

13. 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.

14. Add the words " &/or Charts" to wording in "Routes/Places Recommended Maps"

    Under Routes/Places tab it states: "Recommended Maps". Since salt water based trips use "Charts" rather than "Maps" I suggest making the statement read "Recommended Maps &/or Charts".

    Some activities may use both a land based map and a water based chart so having " &/or" covers activities that only require a map or only require a chart as well as activities that require both a map and a chart.

    This is a small issue, and it is certainly not critical however using the correct terminology improves the overall validity and accuracy of the website.

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

    This has been completed in production and now states maps and charts under recommended maps.

15. Make horizontal scroll bar always visible on large rosters

    I've mostly noticed this with events, but Jeff said it is true across all our rosters. It would be great to have the horizontal scroll bar always visible on the screen - for large rosters with more rows and columns than fit on a screen, you have to scroll down to scroll across, then go back up ... at which point you can't see the info in the leftmost column to know what you're looking for. It makes for a very clunky user experience trying to go back and forth between horizontal and vertical scrolling.

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

    This idea was included in our Tech 4.5 update that went live this Spring. See roster improvements here: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more

16. 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.

17. Change trigger for Event Ticket Notify Me list

    Modify the trigger for sending an email to the 'notify me' list for events from 1 ticket available to at least 2 (maybe up to 5). Currently when folks sign up to be notified of tickets, they often go to the event page to find no tickets are available anymore.

    1 vote

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

    This idea was completed during our Tech 4.5 Update. To learn more about this update, see his blog: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more

18. 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.

19. 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

20. 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.