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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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28 results found

  1. 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 votes

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

    Live but need to add email address column and better phone number formatting. We’ll have that done soon.

  2. 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 votes

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

    We 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.

  3. 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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  4. 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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  5. 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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  6. 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 votes

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    11 comments  ·  Rosters  ·  Admin →
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  7. 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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  8. 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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  9. Activity Rosters should divide instructors and participants GH 1124

    Please divide rosters for participants and instructors for activities and course related activities in the same way that courses are set up. The sort by feature is less helpful than seeing the clear division.

    5 votes

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    1 comment  ·  Rosters  ·  Admin →
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  10. 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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    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.

  11. Roster visibility change on the web site

    Some of us are wondering about a recent change on the web site. Activity rosters are no longer visible unless we're registered for that activity. Instead of displaying the roster, the web site now displays this text: " You must be registered for this activity to see the participants".

    This obviously enhances privacy for those members who wish it, but it also reduces visibility for those members who use the visibility to hang out together on Mountaineers activities.

    As you know, members already have the ability to mark their own profiles as private.

    I'm wondering if this privacy setting could…

    4 votes

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    6 comments  ·  Rosters  ·  Admin →
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  12. 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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  13. 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.
    .

  14. The rosters should be open to participants to see who is going on a trip--not only to carpool but just to know who is going. Why not?

    Currently the only ones who can see the rosters are leaders. Many times as a leader I've heard participants announce "I wish I had known you were going so we could have carpooled." Or many times after a trip people want to get together to socialize. We should protect personal information, but a list of names should not violate anyone's rights, should it?

    3 votes

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  15. 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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  16. 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.

  17. 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 vote

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  18. 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 vote

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    0 comments  ·  Rosters  ·  Admin →
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    We 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.

  19. 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 vote

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  20. Leaders of a committee should be able to access old course rosters

    From Dennis Miller via info@mountaineers.org

    It appears that courses expire which means they don't show up under the course template unless you are course admin.

    1 vote

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    Completed  ·  Jeff Bowman responded

    Committee admins can see all courses. If a person needs to work with historical courses, they should be a committee admin.

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