Craig: We launched the automatic assignment of leader badges along with other committee roster improvements in http://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/7053675-track-leaders-instructors-and-members-better-on-c on Nov 1, 2017.

Jeff B, this is so kick *** that this feature has been added!! thank you thank you!! :)
Question for you...
The auto-assigning of a leader badge was a feature that was added 1 or 1.5 years ago. Do you know the exact date that was put live?
thanks

Yeah, that makes sense Jeff. Thanks for replying.

Craig,

Thanks for the suggestions! I like the language here, but still think two "leader" checkboxes is best--one where a badge is assigned and one where no badge is assigned.

Do remember that anyone designated as a leader in our system may lead any trip activity to any route/place, and any of the lectures, field trips, seminars and clinics sponsored by the committee for who they server (are on the committee roster as a leader).

Changing this permission would be a pretty big project, that I doubt we'd do. This is because we trust our leaders to use their good sense and judgement (and to follow directions) and lead only activities that they are qualified and skilled to lead. We've had very few problems with this approach over our many years. And quite honestly, if we do have a problem, it's just a "one off" or there's more likely some thing wrong with out leadership development and approval process.

You are correct that we don't yet have instructor badges, but a good working definition of an instructor is "one who teaches," so hoisting or inferring leader responsibilities on a person designated as an instructor does not seem like the right thing to do. Part of my though that two "leader" checkboxes is better.

Jeff

or maybe the solution is to add an addition checkbox to the committee roster edit page by breaking out the "Leaders" type into 2 types, something like...
[ ] "Trip Leader (a Leader Badge will be assigned)"
[ ] "Course Leader (can be Primary Leader for a course activity)"
[ ] "Course Instructor (organization only, no extra website privileges)"

Then for the Primary Leader dropdown when creating & editing a trip/activity...
> Only Trip Leaders can lead trips
> Only Course Leader can lead non-trips

Jeff, I think the solution isn't about adding more checkboxes to the edit page of the committee roster, I think that page is fine. However the just wording should be improved. Like it should say...
[ ] "Leaders (leader badge will be assigned & can lead course activities)"
[ ] "Instructors (can lead course activities)"
So no functional changes here.

Then in the edit page of a course, field trip, lecture, seminar, clinic, etc. (everything except a "trip"), the Primary Leader dropdown should be populated with a UNION of all Leaders and Instructors. I think this is the page that needs a functional change.

Just following up that I as well have made the mistake of giving some one a leadership badge. Having a feature like this would help me going forward so I don't do it again when managing Seattle's climbing roster.

I think instructors should be able to post things (basic field trips, ect), but leaders should be the ones who can do that and post climbs.

I know a couple people who currently have a Climb Leader badge but who aren't climb leaders. They just have the badge to be able to lead a course activity. I think once this fix is in place (2 checkboxes described above), you should go back through everyone who was given a Leader Badge of any kind since you made this website "improvement" a couple months ago and ask each committee if those people should in fact have the badge or not. yuck.

I've run into this recently where I added a leader to the committee so they could create activities but this automatically added a leader badge and I had to take the time to email info@ to get it undone (and staff had to take the time too)

I'm not sure if this is related, but...
Currently when creating a course lecture or field trip, the "Primary Leader" dropdown gets populated with the list of "leaders". So that means only people with a Leader Badge can lead a field trip or course lecture.

NOTE: You can add committees to an existing committee (i.e. add subcommittees) to track different leader rosters. Ones where you don’t want a leader badge assigned, have that field blank on the committee setup.

We have a number of committee activities that happen in town and can be run by people who are not full climb or hike or scramble leaders but can be led by admins but they are not shown as option in the leader's list for primary leader.