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.
Tess Wendel
shared this idea
This idea is moving to proposed. 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
-
Thanks for the comment, Josh! You are correct that we have several different leader permissions, but from the permissions perspective, they are all different from each other. The two driving forces for the design we have are (1) flexibility, and (2) giving primary leader full control of their activity. The "admins" checkbox on roster records allows the primary leader this flexibility and control. If they want another leader to be able to mange the activity details and roster, they need only check the "Admins" box for that person's roster record and choose whatever role is appropriate (co-leader, mentored leader, assistant leader, or instructor).
With respect to mentoring new leaders, there are options and a few things to consider: https://www.mountaineers.org/volunteer/schedule-manage/activities#mentoring-new-leaders.
I hope this added explanation helps.
-
Joshua Stein
commented
Jeff, I'd like to add an additional perspective to this.
I was mentoring a hike, the first I've done, and as part of the process I was supposed to be made a co-leader. I was confused that I was unable to see the roster for the activity since I was unaware of the admin checkbox you mentioned (now I know). One issue I think Cheryl is highlighting here is that we have leaders, co-leaders, assistant leaders, and mentored leaders. From a permissions perspective, none of them are different from each other which I think is unintuitive.
An RBAC approach would likely be the most intuitive since one would easily be able to understand the following:
- Primary leader = full permissions (edit route, roster, close activity)
- Co-leader = most permissions (edit roster?)
- Assistant leader = few permissions (view roster?)
- Mentored leader = ??? (I've never seen this used) -
Given that some may not want this automation and unchecking the Admins box is more work that checking it, it may be better to NOT automate this nd slightly improve the help text.
The help text for the Admins box is currently, "Check this box to allow this person to edit the activity details and roster, and to view feedback and incident reports submitted for this trip."
We could add a suggestion so that it reads, "Check this box to allow this person to edit the activity details and roster, and to view feedback and incident reports submitted for this trip. We recommend this for co-leaders and mentored leaders."
This is also a much easier change to implement. Thoughts?