Participant Note Types
Participant Note Types:
Enhance participant notes capability so that users with the ability to add participant notes may select from a range of pre-determined “note types” (still to be determined, but could include “positive comment, future leader potential, conditioning issue, behavior issue, other comment”) when entering participant notes in addition to entering free text notes. Note types as well as free text become a part of a member’s profile.
Filtering Note Types:
Users with the ability to research participant notes are able to filter participant notes by the pre-determined note types. This allows activity leaders and committee leaders to quickly review participant notes for specific types of notes.
Anonymous Participant Notes:
Prevent users from viewing participant notes about them entered by other users. Note that this includes leaders and admins (the group who can review these notes) being prevent from viewing notes that other leaders add to activities about them,
Bill Ashby
shared this idea
This idea is closing as it did not reach enough votes/engagement over the past few years to be prioritized. Also, looking at all activities completed by members in the last year (100k+), <1% contain participant notes. While notes are important, there are not enough of them to require categorization. To learn more about the updated feedback status options and process, visit this blog: https://www.mountaineers.org/blog/new-technology-experience-manager-feedback-management-improvements
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Seems like three parts:
(1) Add a new "Participant Notes Type" select field to the activity roster dialog. We'll need to know what to put in the select list.
(2) Add filter(s) to Activity Participant Notes: Role, Registration Status, Participant Result, and Participant Note Type.
(3) Add permission restriction to prevent all users from seeing their own participant notes. This means hiding the “Review Participation Notes” button on the each user’s own My Activities page. But for transparency and good communication about strengths and weaknesses, it might be better to not hide this.
