165 results found

1. Change Author Contributor Types to Match Onyx

   The contributor types that the website can accept and that Onyx accepts differ. This requires the team to select a certain role to sync to Onyx and then change it to sync to the website. The reason they are different is so that the website contributors reads "Photography by __" vs. "Photographer __'. If we can separate the way that Acumen syncs with the website from what is presented on the web page we should be able to use the roles Onyx requires.

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2. Difficulty Label Changes

   The long-form of this proposal with better formatting and screenshots is here:
   https://docs.google.com/document/d/1Vef3Nw-ulHzJdeKUhYSv95PX7FcAcigM7R2z6H5tn8g/edit?usp=sharing

   This is a copy-paste and loses formatting:

   ==========================

   Problem
   All trips posted have a “Difficulty” rating and a “Leader Rating” value, but trip listings only display the Difficulty rating. Sometimes the difficulty of a trip is indicated by the combination of the difficulty field and the trip template. For example, an Intermediate Snowshoe is posted using an “Intermediate Snowshoe” template and will have a difficulty label to indicate how strenuous the trip is expected to be. Other activities, such as Cross-Country Skiing, indicate the trip difficulty solely through the difficulty label.

   There are some major problems with the website’s current approach to difficulty labels.

   There is a global list of difficulty labels for all activities
   Each place listing can have (and usually does have) a default value for difficulty. This means for places that support multiple kinds of activities, there will be multiple different labels here for each activity.
   This field auto-populates with the default for the place. Because it has a default, the trip leader is not required to look at or change this field and in the overwhelming number of cases, does not. This means that the trip will be listed with a bunch of confusing, irrelevant difficulty labels that participants find extremely hard to reason about.

   Other times, the default value is “Varies” and that gets carried through. In many many cases, using the default difficulty value is incorrect.

   Proposal
   I propose some changes that will better set our leaders up for success:
   Restrict Difficulty Values: Instead of maintaining a global list of difficulty labels, tie the list of possible difficulty values either to the trip template or the activity type. This way when the trip leader selects the field, they will only be given options relevant to the activity type.

   Activity Template
   Labels
   Day Hike
   Easy, Moderate, Strenuous, Very Strenuous
   Alpine Scramble
   Strenuous 1-5, Technical 1-5
   Winter Scramble
   Strenuous 1-5, Technical 1-5, Winter Scramble
   Cross-Country Ski
   G-XC1-4 Groomed, U-XC1-4 Ungroomed
   Basic Snowshoe
   Easy, Moderate, Strenuous, Very Strenuous
   Intermediate Snowshoe
   Easy, Moderate, Strenuous, Very Strenuous
   Backcountry Ski
   M1 Intermediate, M2 Advanced, M2G Advanced Glacier, M3 Expert, M3G Expert Glacier
   Bikepacking
   Easy, Moderate, Strenuous, Very Strenuous
   Basic Rock Climb
   Strenuous 1-5, Technical 1-5
   Basic Glacier Climb
   Strenuous 1-5, Technical 1-5
   Sea Kayak
   Sea Kayak I-VI
   Trail Running
   Easy, Moderate, Strenuous, Very Strenuous, Ultra, Advanced Ultra 1, Advanced Ultra 2

   Opt 1 - Template: Internally, this would mean that the template object would need a new field called “Difficulty Tags” (or something) that would include all of the possible difficulties. When creating a trip, the “Difficulty” field would work the same as it does today, except that the list of tags you are allowed to add is restricted to the possible difficulties from the activity template, rather than the global list it looks at today.

   Opt 2 - Activity Type: The above would require each activity template to have the difficulty field set the same. For example, all three Snowshoe activity templates would require you to go in and set the difficulty values to the same labels for each template. It might be more convenient to leverage the “Activity Type” field to get the list of possible labels. In that way, since all three snowshoe templates are already marked as “Snowshoeing” activity types, you would just need to associate “Snowshoeing” with the relevant tags to get the validation, and you would not need a template-specific list (instead you’d need a table linking activity type to the allowed tags).

   On trips, make Difficulty a required field and, in cases where there are multiple potential activities, do not attempt to set any default value. This will force leaders to put something here. An exception here would be when the place listing only has one difficulty rating (for example, a peak is only ever a scramble peak, so the default scramble rating is fine, or a sea kayak trip), but any place where there are a bunch of labels, they should probably be removed as the Difficulty default and moved into the route description, like this example from the website: Pinnacle, Plummer, Denman, Lane & The Castle — The Mountaineers

   This also makes sense given that many places have a bunch of routes that you select from the “Alternate Names” dropdown, and the odds that the default difficulty is correct for all of those routes is… low.

   An alternative you could consider would be to allow the difficulty field to remain for multi-activity types, but to prune the list when the template is used to erase any labels that don’t match the activity template or activity type.

   For example, consider Amabilis Mountain, which has labels for backcountry skiing, cross-country skiing, and snowshoeing.

   Difficulty: M1 Intremediate Ski, Strenuous, G-XC 4 Advanced Groomed, U-XC 3 Intermediate Ungroomed
   Depending on the template I use to post this, by cross referencing this field allowed value, I will get a different result, because any label that’s not in the allow list for the activity type would be removed.

   Snowshoe
   Strenuous
   Backcountry Ski
   M1 Intremediate Ski
   Cross-Country Ski
   U-XC 3 Intermediate Ungroomed, G-XC 4 Advanced Groomed

   While it’s still not perfect–cross-country ski still ends up with two default labels–it’s going to be more accurate overall than what someone would see today, which is just all four labels.

   While there is a link to “Activity Overviews” for this field, it would be nice if the template could have a custom link to the activity-specific page. For example, the Alpine Scramble and Winter Scramble templates would link to (Scrambling — The Mountaineers).

   Summary
   To require the fewest changes for maintainers, my recommendation would be:
   Associate the “Activity-Type” label with a list of “Allowed Difficulty” tags and make the dropdown for the “Difficulty” field look at the allowed tags. If there are multiple activity types, then union the list of allowed tags.
   Make “Difficulty” a required field (i.e. cannot be blank).
   Leave all default values alone. When a trip is posted from a template, validate the default values against the allowed difficulty tags and remove any that aren’t allowed. If the activity type is changed, re-validate and update the Difficulty field (for example, if I change Amabilis from a snowshoe to backcountry ski, the difficulty field should auto-update from Strenuous to M1 Intremediate Ski by virtue of the validation).
   Add the activity-specific link to the trip template (this is nice-to-have, but absolute lowest priority).

   The long-form of this proposal with better formatting and screenshots is here:
   https://docs.google.com/document/d/1Vef3Nw-ulHzJdeKUhYSv95PX7FcAcigM7R2z6H5tn8g/edit?usp=sharing

   This is a copy-paste and loses formatting:

   ==========================

   Problem
   All trips posted have a “Difficulty” rating and a “Leader Rating” value, but trip listings only display the Difficulty rating. Sometimes the difficulty of a trip is indicated by the combination of the difficulty field and the trip template. For example, an Intermediate Snowshoe is posted using an “Intermediate Snowshoe” template and will have a difficulty label to indicate how strenuous the trip is expected to be. Other activities, such as Cross-Country Skiing, indicate the trip difficulty solely… more

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3. Stop stripping line breaks from Leader Permission request comments section

   Most people (myself included) when entering information for the leader in the permission request comment box, make an effort to format it as cleanly as possible with line breaks to organize provided information.

   However, the code appears to strip all these line breaks from the text and drop a super messy blob of text in the request email that comes to leaders. This makes the leader's job unnecessarily harder because we have to mentally parse the blob back into the requester's intended presentation.

   Could we please stop stripping the line breaks and preserve the intended format?

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4. Remove web trackers from the web site

   I recently observed that mountaineers.org had web trackers for

   doubleclick.net
   Facebook.com
   Facebook.net

   I dislike having my activity on the web survailed. Why should an advertising consortium or Facebook know what I'm doing on the mountaineers web site?

   Do the members or the organization benefit from allowing these trackers? If not, please I would much prefer they not be on our web site.

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5. Clarify that "Add 3% to cover credit card fees" is only for donations

   Consider adding some clarifying language or different shading to the script for the '3% for credit card fees' check box. Although it is clearly displayed in the donations section, folks often want to cover the fees regardless of it's for a donation or a course/activity/program fee, and it can be confusing when the cart total does not change. I suggest updating the below language to "Add 3% to over credit card fees (for donations only)."

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   Priority  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   This idea is moving to priority. 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

6. Event Tickets Timing-Out in Cart

   The problem: Event rosters are not entirely accurate because if an individual adds a ticket to their cart and the cart times out, they are automatically moved to ‘canceled.’ Sometimes this is okay if the order of operations is such that the ticket times out and then after they register again. However, if it’s the other way around (purchase ticket, go to purchase another, times out) they show up as canceled where they should still stay registered. This seems to create duplicate entries on the event roster.

   Why it matters: This has implications for staff and volunteers managing events because they may not have accurate counts of registered participants and tickets. This also impacts attendees because their registration shows as canceled in their ‘My activities’ even though they have purchased tickets, leading to confusion and potential no shows. It’s also possible that the event might be over-sold, since the registered capacity doesn’t reflect those who are ‘canceled’ but do in fact have tickets.

   Workaround: Staff have been investigating event registrations in Salesforce, but this is not feasible for volunteers and not sustainable for event staff managing large event rosters with money on the line.

   The problem: Event rosters are not entirely accurate because if an individual adds a ticket to their cart and the cart times out, they are automatically moved to ‘canceled.’ Sometimes this is okay if the order of operations is such that the ticket times out and then after they register again. However, if it’s the other way around (purchase ticket, go to purchase another, times out) they show up as canceled where they should still stay registered. This seems to create duplicate entries on the event roster.

   Why it matters: This has implications for staff and volunteers managing events because… more

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7. Display co-requisite badge status on course roster

   As a course administrator, it becomes difficult to manage and check on every individual's requirements to be met for the graduation needs of the respective course. When courses require co-requisite badges in order to graduate, display the course roster with additional columns stating when the respective badge was awarded to an individual for each co-requisite badge. This will immensely improve the process for course administrators to check on verifying individuals' records before graduating them. Also, providing a great tracking tool to follow up on individuals needing more help with courses and such.

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   Priority  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   This idea is moving to priority. 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

8. Add badge expiry date to course roster export

   Currently, the course roster downloads display all the badges an individual has earned whether it is expired or active. It would be good to know if the badge is still active and hence requesting a change to roster downloads to include an expiration date. This will help all the courses that require their students to have core-requisites badges to be current for their graduatation.

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9. Add Address Verification Service

   What: Consider adding an address checker to the website to help manage number of bad addresses (incorrect unit, missing zip code, etc). This tool could help us verify/correct postal addresses.
   Why: Potentially important for decreasing amount of mail that is marked undeliverable and returned to the PC

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   Priority  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

   This idea is moving to priority as we plan on testing out a new way to manage addresses within Salesforce to hopefully clean up addresses.

10. Carbon Offsets for Travel to Mountaineers Trips During Participant Registration Process

    This feedback is to request that IT work the conservation and development teams to make changes to The Mountaineers website and sign-up/check-out process for all Mountaineers trips to allow registrants the option to partially offset their transportation-related carbon associated their travel by donating to a Mountaineers Carbon Footprint Reduction campaign. In addition to the donation ask, we would also like to allow registrants to share if they plan to carpool or if they will use an electric vehicle to travel to the activity. We understand this would take time, resources, and have implications for existing fundraising efforts. Thank you for your consideration.

    This feedback is to request that IT work the conservation and development teams to make changes to The Mountaineers website and sign-up/check-out process for all Mountaineers trips to allow registrants the option to partially offset their transportation-related carbon associated their travel by donating to a Mountaineers Carbon Footprint Reduction campaign. In addition to the donation ask, we would also like to allow registrants to share if they plan to carpool or if they will use an electric vehicle to travel to the activity. We understand this would take time, resources, and have implications for existing fundraising efforts. Thank you for… more

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11. “Don’t Forget to Volunteer” Reminder Email ~Salesforce

    Please create another auto generated email that is sent to folks after six months from graduation (i.e. have earned a course badge) to remind them to consider volunteering. This draft can be found under the second heading as “Potential ‘don’t forget to volunteer’ reminder email” in the updated draft in https://docs.google.com/document/d/1lrRXmCqTQHNHA0vFPDT_X0F3dF2PeOzpT5gQi8glerA/edit#heading=h.vz61m7xwxy0m.

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    Priority  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea is moving to priority. 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

12. Allow trip leaders to require additional skill/course badges per trip

    Currently, the trip templates set the course or skill badges required for participants (or other leaders) to sign-up for trips. The problem is that these only specify the minimum set that could apply to that template.

    I would like, as a trip leader, the ability to require specific badges on a per-trip basis.

    To get concrete with an example: the Winter Scrambling template requires only that a participant be a graduate of the Scrambling or Climbing courses. However, the standards state that "leaders may require additional prerequisites on Winter Scramble trips". A common prerequisite a leader might wish to add for a Winter Scramble would be an AIARE1 (or AIARE2) badge, but there is no mechanism for them to do so except the "Leader Permission Required" checkbox, which increases the admin burden on them. Intermediate Snowshoeing trips would have the same use case.

    The simplest mechanism would be to add a single field for "additional badges required to register" that would apply for participants and assistant leaders. I can't think of a realistic scenario where you would want to additional different additional badges so it probably makes sense to just have one field.

    The system would verify that the registering person has met the trip template requirements, but would then also check that they have the activity-specific badge requirement to let them register.

    In essence, it's an automatic "Leader Permission" grant if the leader wants specific badges.

    Currently, the trip templates set the course or skill badges required for participants (or other leaders) to sign-up for trips. The problem is that these only specify the minimum set that could apply to that template.

    I would like, as a trip leader, the ability to require specific badges on a per-trip basis.

    To get concrete with an example: the Winter Scrambling template requires only that a participant be a graduate of the Scrambling or Climbing courses. However, the standards state that "leaders may require additional prerequisites on Winter Scramble trips". A common prerequisite a leader might wish to add… more

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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    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

13. Aggregate Lecture and Field Trip Feedback under Course

    Courses are usually made of separate lecture and field trip activities to which students can provide feedback. To review all the feedback for the course , a person has to open all the activities. It would be nice to aggregate all of this feedback under the course and maybe course temple with which they are associated.

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    0 comments  ·  Feedback Surveys  ·  Delete…  ·  Admin →
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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    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

14. Phone Number Validation

    I noticed in one of my activities that a member put their e-mail in the phone number field. This should not be allowed. Phone numbers should require validation to ensure that they satisfy the expected format.

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    Priority  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This idea is moving to priority. 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

15. Leader's Permission Request activation date

    It is unclear when leader permission for an activity should be requested. Some leaders may intend for the request to occur after registration opens, but many requests are in advance. Wise trip leaders make it clear in the description. It might take some burden off leaders to assign a date to this that is visible on the activity.

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16. Expired Youth Forms Notification

    Youth forms expire every year. It would be super beneficial if there could be an email notification to families when the form(s) expire. Currently I have to go into every child's profile, check to see if their forms are current or expired, and then email each family that has a child with expired forms. This takes up a significant amount of time that I could be using to improve the curriculum and trips for our youth. Expired forms make it so the families can't sign up for trips; through observation, the families already have a hard enough time figuring out the website, so thinking to check to see if forms are expired is not generally on the top of their list.

    Youth forms expire every year. It would be super beneficial if there could be an email notification to families when the form(s) expire. Currently I have to go into every child's profile, check to see if their forms are current or expired, and then email each family that has a child with expired forms. This takes up a significant amount of time that I could be using to improve the curriculum and trips for our youth. Expired forms make it so the families can't sign up for trips; through observation, the families already have a hard enough time figuring out… more

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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    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

17. Lead Activity Again via "Single Activity Cloning" GH3234

    To make it easier for leaders to schedule an activity that they've already led, add what is sort of a copy-and-paste/single clone feature and display on the Lead Activity Again button in the "Manage Activity" portlet.

    This new "single clone" feature would:
    - Create a copy of the activity
    - Place it in the same folder as the activity being copied
    - Increment it's URL as if it were made by staring with the route/place
    - Run all of error and conflict checks
    - Display the newly added/copied activity's edit form with any errors

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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    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

18. Multiple Blog Authors

    Allowing for multiple blog authors would be a great way to recognize all volunteers who contribute to a piece.

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19. Give site admins permission to 'remove' people from rosters. GH3329

    In order to prevent folks who have been canceled from moving back to the top of the wait list as a result of their original registration time (this happens in CHS often), allow staff to 'remove' the person from the roster. This will mean they receive a new registration time every time they move from 'canceled' to 'wait listed'.

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    0 comments  ·  Rosters  ·  Delete…  ·  Admin →
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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

     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

20. Course Activity Data Export Improvement GH3028

    Investigate alternatives for the Course Activities Export. It takes several minutes to get the datatables view, because there are often several thousand records associated with the request. There may be more, but few options are:

    • Check how much overhead there is in Diazo processing of the markup? Avoiding that may be one reason that converting the main course roster view to be React-based helped so much. If that's correct you could possibly load this part of the page in an iframe that bypasses Diazo.

    • A bit off the wall... After clicking the "download" button, display a message (in a popup?) that says, "We are processing your request and will email you a link to download your data when it is ready." Then we do the processing "in the background" and create a file that can later be downloaded. We'll need a cron job that deletes these files when they are ~48 hours old.

    • Add an intermediate filtering step. If our volunteers can give me some scenarios where they would pre-filter the data and we can determine that the data set is reduced enough in these cases to sped up the download, this might be worth implementing.

    • A bit like pre-filtering, we might consider a scenario like our Course Template Roster with a twist. After selecting (or not selecting) a subset of people from the team roster, go to a page of filters but with no results yet. After the user chooses some filters, they have to click a button to get the results. If they still want all the results, they can get them, but we can have a caution on the page about potential data set size and "download" time.

    Investigate alternatives for the Course Activities Export. It takes several minutes to get the datatables view, because there are often several thousand records associated with the request. There may be more, but few options are:

    • Check how much overhead there is in Diazo processing of the markup? Avoiding that may be one reason that converting the main course roster view to be React-based helped so much. If that's correct you could possibly load this part of the page in an iframe that bypasses Diazo.

    • A bit off the wall... After clicking the "download" button, display a message (in a popup?)… more

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    2 comments  ·  Courses, Clinics & Seminars  ·  Delete…  ·  Admin →
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    Proposed  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    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