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57 results found

  1. Bulk add participants to rosters

    It would be great to be able to add multiple people to a roster at one time instead of having to do a multi-step process for each person. This would be especially helpful for committees and youth programs who have recurring events with the same people. It would allow committees to easily add and then bulk update volunteers hours tracking.

    Please see the attached image for an example.

    9 votes

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    2 comments  ·  Rosters  ·  Admin →
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  2. Display Initial Message for Course Tempalate Team Rosters GH2941

    For course template team rosters that have a slow initial load time, display the message, "Gathering roster data. This may take a up to a minute." until the roster data is displayed.

    1 vote

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    Medium Priority  ·  0 comments  ·  Rosters  ·  Admin →
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  3. Multiple badges within a committee GH2933

    As more committees move towards multiple leader badges, it would be helpful for committees to be able to easily assign more than one badge to their leaders (For example: Basic Snowshoe Leader and Intermediate Snowshoe Leader).

    This would provide the ability for a committee to assign other specialty badges as well such as a "mentor" badge.

    Committees should be able to assign these badges to a new leader or when editing an existing leader, and it would be very helpful if they could do all of it from within their committee roster.

    5 votes

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    1 comment  ·  Rosters  ·  Admin →
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  4. Sync "Last Activity Led" column from committee rosters from Plone to Salesforce GH2882

    The data from the new "last activity led" column on committee rosters is not yet available to be included in Salesforce reporting.

    1 vote

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    High Priority  ·  0 comments  ·  Rosters  ·  Admin →
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  5. Comma delimited roster email address copy GH2884

    Under "copy email addresses" in the roster, could we also have two separate ones, comma delimited and semi-colon delimited?

    2 votes

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    High Priority  ·  1 comment  ·  Rosters  ·  Admin →
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  6. Add Last Activity Led Date Field to Committee Roster SD597

    This would help with committee roster management bay making it easier to find inactive leaders.

    7 votes

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    Completed  ·  0 comments  ·  Rosters  ·  Admin →
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  7. Make field trip/lecture instructors push to course rosters SD381

    Right now we have a lot of instructors who are just added or sign up to a single field trip roster. Unfortunately because they aren't added to the course roster they aren't available for recruiting via our mega course template roster for future field trips/lectures that particular year or in future years.

    Also having the course show up in your My Courses & Programs is helpful for instructors who want a quick link to upcoming field trips for them to volunteer for. This is particularly important for the many day courses like basic, scrambling, sea kayaking etc.

    13 votes

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    2 comments  ·  Rosters  ·  Admin →
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  8. No Show Status on Activity should override awarding badges GH2796

    No Show status on a roster should not result in badges being awarded

    7 votes

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    High Priority  ·  1 comment  ·  Rosters  ·  Admin →
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  9. Co-leader and Mentored Leader Activity Roster Automation GH2494

    For adding to only (not editing) an activity team roster record, if the role is "Mentored leader" or "Co-leader," automatically check the "Admins" and "Show as contact" boxes.

    3 votes

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    Low Priority  ·  1 comment  ·  Rosters  ·  Admin →
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  10. Print Youth Program Forms SD647

    We'd like to print the Youth Program Form(s) as we do for the Youth information Form(s) from the Youth Flag Report.
    - We'd have two "print" buttons on the Youth Flag Report: "Print Youth Information Forms" and "Print Youth Program Forms"
    - We'd use the same "line in the sand" (i.e. ~~~) to include only text/responses above the line for the program form(s) being printed.

    8 votes

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    0 comments  ·  Rosters  ·  Admin →
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  11. Rosters: Registration Date/Time Sort Order GH1183

    When sorting by registration date/time, date sort order is correct but not time within a date.

    0 votes

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    Completed  ·  0 comments  ·  Rosters  ·  Admin →
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  12. Set Leader/Instructor Badge Expiration to Yesterday GH2745

    When removing a leader and/or instructor from a committee roster, set their leader and/or instructor badge expiration date you yesterday's date.

    6 votes

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    1 comment  ·  Rosters  ·  Admin →
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  13. Prevent Leader/Instructor Badge Assignment GH2740

    When adding a person to a committee roster as a leader and/or an instructor, have two checkboxes--one for leaders and one for instructors--that prevent the leader and/or instructor badge from being assigned.

    9 votes

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    12 comments  ·  Rosters  ·  Admin →
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  14. Branch Council Roster Positions GH2746

    Please create positions specific to branch rosters:
    Branch Chair
    Branch Vice-chair
    Branch Co-chair
    Branch Secretary
    Branch Treasurer
    Branch Officer
    Member

    Note: "Member" is for branches whose committee chairs regularly attend branch council meetings but don't have a branch officer role (so its important we keep this) Thanks!

    4 votes

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    0 comments  ·  Rosters  ·  Admin →
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    Completed Aug 2021.

    Notes/Questions
    - I saw “Content Manager” used, so I added that to the list.
    - Since “Members” are described as Committee Chairs, should we add “Committee Chair” to the list? Would that be better/more correct? If so, do we keep “Member”?
    - Each committee has a new field called, “Committee Type” with three choices: Committee (the default), Branch, and Board of Directors (for the Board of Directors “committee” only).
    - For each of the branches, you’ll need to first edit the committee and choose “Branch” for the “Committee Type” field and then edit the rosters to choose the correct “branch” position for each person.

  15. Committee roster updates based on activity level

    One of the things were trying to do right now is clean up the roster, lots of old info there. Any chance those can be self updating fields? For example the scramble standard says leaders have to do at least one trip every 2 years. Something similar could work for instructors too.

    5 votes

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    5 comments  ·  Rosters  ·  Admin →
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  16. Offered Status Deadline - Transparent date/time ~Salesforce

    Add specific date/time in offer email for the five-day cut-off. It currently says "5 days" but participants often want a specific time as to when they will be moved off.

    This will help us better justify when a person is moved from the offered status and create more transparency in the process.

    Current Email:

    Congratulations! You were on the waitlist for ACTIVITY to take place on DATE, and a spot has just opened up! You have five days from now to accept this offer.

    If you would like to accept this offer, login to your accounthttp://www.mountaineers.org/profile, and…

    3 votes

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  17. Improve Roster Functionality: Badge Rosters SD584

    Make sure there is pagination and the ability to search on large badge rosters. We'd also like the ability to download rosters. Need to be able to bulk update expiration date. Also need to fix the roster download function.

    0 votes

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    3 comments  ·  Rosters  ·  Admin →
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  18. When viewing roster (from yellow bar) include date of activity somewhere near the top GH2326

    Real helpful when I have multiple rosters for course-related activity. Example: Kayak Roll Course, with 3 associated pool sessions. I can easily get confused as to which one I am working on at the time. Right now, all three look identical. If dated would show up while in the roster editing screen, then I would instantly be able to verify which one is open.

    2 votes

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    0 comments  ·  Rosters  ·  Admin →
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  19. Fully integrated Roster Management for Courses with multiple activities, and sections to complete to graduate.

    Currently for a Course with multiple required activities one must download multiple CSV files and have the skill to basically develop a one time database and queries to track all students and who has completed what.

    It would seem like the software provide would have reporting capabilities and modules that could be user facing to avoid this by using the source database.

    3 votes

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    4 comments  ·  Rosters  ·  Admin →
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    Completed  ·  Jeff Bowman responded

    We already have the desired functionality. There are “Review” links to everyone’s name on the course roster. Visit https://www.mountaineers.org/volunteers/leader-resources/schedule-a-course-clinic-or-seminar/schedule-a-course-clinic-or-seminar#manage-rosters to learn more.

    If there is concern about all students registering for required field trips, be sure that all course activities are listed and open for registration when the course opens for registration. This way participants are prompted to choose activities when they register before getting to the checkout page.
    .

  20. Replace Roster CSV (download), Copy, Print Feature GH1578

    The "TableTools" plug-in that we're using is now retired and it used Flash which is not available on all devices. We'll replace it with a newer "Buttons" plug-in that uses HTML5.

    2 votes

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    0 comments  ·  Rosters  ·  Admin →
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    Completed  ·  Jeff Bowman responded

    We upgraded to the new download plug-in and still have the same three functions: copy, csv and print.

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