General Feedback
This forum is for you to share ideas and exchange feedback with Mountaineers members, guests, volunteers, and leadership. You may vote for or comment on any idea and will be notified of its status changes. Your feedback helps us prioritize projects and improvements for our organization.
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36 results found
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"Late Course Roster Change" message being sent for courses that are still open
As of approximately yesterday (October 17) the usual leader notification messages for roster changes now have a subject line of "Late Course Roster Change...", and the message body contains the sentence "This change happened after registration closed." This is presumably a new feature on the website, however the text is being included even for courses that are still open for registration. In other words, all roster changes are being described as "late" even if they are not late.
An example is the Seattle Branch WFA class on Nov 9-10:
Registration for that class is still open for another week,…
1 voteHello David -
Thank you for raising this! I did make a change yesterday to our activity and course roster change emails to leaders/coleaders. This change allowed us to send notifications beyond the primary leader as well as migrate this process to the new automation process within Salesforce. However, it looks like upon review (based on your call-out) that course registration open/close times are not being stored in Salesforce like they are for activities, even though the fields are present. Since the registration closing datetime was null, it was considering the closing datetime as passed. I have altered the process to avoid this for now. I created a new idea that would store the course registration open/close dates in Salesforce so that we could call out 'late' cancellation in the future. You can find it here: https://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/48983225-call-out-when-a-course-roster-change-was-after-reg
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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…
3 votesThis 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.
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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.
1 voteThis 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
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Change "mentored leader" to "mentor" in the dropdown choice for activity role.
That way, the mentee can create the listing and be the primary contact. The mentor can then be listed as ... Mentor.
4 votesThis idea has been completed on production. Next, the team will update leader resources to include the new 'Mentor' role on activities and socialize it across branches/committees.
Please note, we did not remove the 'Mentored Leader' role as there are a few committees using it actively today. If those committees switch to using 'Mentor', we can then consider removing this option as a role.
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Allow committee roster sorting for those who are not admins GH3526
Roster sorting was disable in May, 2020. At that time the fix was only partial because sorting was re-enabled only for people with admin access to the roster. Prior to the May, 2020 breakage roster sorting worked for everyone. It would be nice to get that full functionality back again. Not every committee member has admin access yet many have a legitimate need to view the roster in sorted order.
See related feedback item from May 2020 and followup comment from December 2020: https://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/40525171-alphabetical-sort-for-rosters-has-disappeared
1 voteCompleted Mar 2022.
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Add Filters, Instructor Opt In/Out, and Badges to Committee Rosters
(1) Add filters to top of the page--admins, committee members, position, leaders, instructors, badges and lookup by name.
(2) Add an instructor opt in/out checkbox (see http://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/34126369-volunteer-instructor-recruitment-request-opt-in).
(3) Add four badge columns to the download so you can see course badges, skill badges, leader badges and instructor badges. And maybe a fifth column that shows all other badges.
Notes/observations:
Within Committee rosters, currently you can "Sort" members by group, but not "Filter" them. The "Sort" tool is not very helpful, as many members have multiple roles (Leader, Instructor, Committee member, etc). When I click on "Groups" to sort my…
22 votesAs part of our recent upgrade, 4.5, we added the ability to sort rosters, added additional roster columns, and have the ability to download rosters. https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more
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Allow Committee Admins to see all activities posted under its purview
As the chair of the scrambling committee and the course lead for scramble course, it is surprisingly difficult to know what activities are posted on behalf of my committee.
I can use the search Activities page to look for "Scrambling" activities for "Foothills" but there are other things we do on behalf of the committee that aren't scrambles and there's no easy way I know of to see those and access them.
A concrete example: I can only easily get to the rosters for the field trips I personally am on the roster for. If I have a leader leading…
1 voteWe have the ability to provide reports to committee on demand from our Salesforce database, a CRM (Customer Relationship Management) platform. It has a much better and more flexible data reporting engine than our website which is a CMS (Content Management system).
We also have the ability to connect a Salesforce report to a Google sheet and share that with any of our volunteer administrators. These Google sheets may be refreshed periodically (daily, weekly, monthly) so they can be as up-to-date as needed.
If you need a one-time report or periodically updated report for your committee or branch, please send an email to our Member Services Team, info@mountaineers.org.
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Make it more clear that a member is under the age of 18
I can't guarantee that any of my volunteer instructors are "youth qualified" so it should be more clear on a member's profile that they are under the age of 18.
1 voteSince this idea was submitted in 2021, we have made changes to our Activity and Course rosters to highlight anyone under the age of 18. On the roster, youth are highlighted yellow and the registration note states 'Youth Under 18'.
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Alphabetical sort for rosters has disappeared
Before the May plone update committee, course and activity rosters could be sorted by name which was very helpful when comparing rosters and trying to find peoples names to manage rosters. Right now when you have a roster for over 12 people it becomes more difficult to manage rosters. Hopefully since we used to have this functionality it can be fixed soon.
1 voteCompleted May 2020.
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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 votesCompleted as part of February launch of website upgrade 4.5: https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more
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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 votesThis was completed as part of the website 4.5 upgrade in February 2024. https://www.mountaineers.org/blog/tech-update-4-5-bulk-roster-updates-practice-sessions-site-search-and-more.
Thank you for your patience and feedback.
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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 votesJun 2018
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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 votesCompleted Jun 2019.
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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
MemberNote: "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 votesCompleted 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. -
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 votesCompleted Mar 2022.
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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 votesWe 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.
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Track Leaders, Instructors and Members better on Committee Rosters including Automatically Assigning Leader Badges SD134/SD580
Right now you are added as a leader to a committee and Member Services gets an email notification that requires them to add the badge. Leader web rights however are instantly granted with the addition to the roster.
Expiration dates for each, automatic leader/instructor badge assignment/removal, roster removal if none remain. Add committee member checkbox. Bulk update tools for managing roles/expiration dates. Determine what an instructor really is.
8 votesWe added fields for tracking committee member, leader and instructor expiration dates, and automatically assign or remove the leader badge specified on the committee.
Additional details were sent to committee chairs on Nov 20. See the tech blog post, https://www.mountaineers.org/blog/2-9-many-small-improvements, for more info.
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Printer-friendly Roster Page with Contact Info for Leaders SD319
In preparing for an activity, leaders often want to bring a long a printout of their activity roster, including participant names, mobile phone, email, and emergency contact info. Currently we have to export this info to excel and spend time removing unnecessary columns and rows and doing a lot of formatting to produce this. Offer a printer-friendly page that formats this info (and leaves out the unnecessary info like cancelled registrations, etc.).
25 votesLive but need to add email address column and better phone number formatting. We’ll have that done soon.
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MailTo button on Rosters and other web email improvements GH1123
The email button on the roster page is pretty much useless because of the crippled form based email that is built in. Add another button with a MailTo link behind it that feeds the default email client with the list of selected email address in the header.
That's basically the same functionality we had under IMIS--it was robust, immensely useful, and the necessary programming is trivial.
24 votesWe added a MailTo box that allows copy-and-paste of email addresses to a personal email client and up to threes attachment for web-sent email.
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Download Roster: Have option to download only those selected GH1132
Right now the download roster brings everyone on the list, it would be cool to be able to select a portion of the roster and download this portion for management for all rosters (committee, course and activity). - Suggestion from Focus Groups
1 voteYou can now pick whatever part of the roster you want to download!
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