104 results found

1. People Search

   This was spawned off from an existing thread:
   https://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/37230223-integrate-fuzzy-logic-to-text-search-gh2837

   It was clear that "fuzzy search" as implemented there did not translate into a good people search experience.

   BACKGROUND

   Currently, the only way to search for members (contacts) is through the sitewide search mechanism. While we have dedicated search pages for "Find Activities", "Find Routes & Places" and "Find Courses, Clinics & Seminars", we have no such dedicated page for finding members. Your options are to either find them on some roster you have access to or to rely on the sitewide search.

   The problem is that the general sitewide search is not tuned to finding people, and when applied in this use case, it does a terrible job unless you get the member's name (first and last) EXACTLY right.

   Examples:
   "Travis Prescot" Finds ZERO hits, even though the most logical result should be "Travis Prescott"
   https://www.mountaineers.org/search#SearchableText=Travis+Prescot&b_start=0&type=mtneers.contact

   "Danielle G" returns a whole lot of "Dan"s and "Daniel"s, most of which don't have a last name starting with G, and few "Danielle"s.
   https://www.mountaineers.org/search#SearchableText=Danielle+G&b_start=0&type=mtneers.contact

   This can be improved by putting a wildcard after the G
   "Danielle G" still returns a bunch of "Dan"s and "Daniel"s but more "Danielle"s and at least most of the last names actually start with G! However, the average user of the website is NOT going to know how to use wildcards in search, so this is not a workable solution.
   https://www.mountaineers.org/search#SearchableText=Danielle+G&b_start=0&type=mtneers.contact

   And finally, an exact search for "Danielle Graham" returns me two results, both with this name, but the top search result has no information whatsoever.
   https://www.mountaineers.org/search#SearchableText=Danielle+Graham&b_start=0&type=mtneers.contact

   Bottom line, all of these non-exact search results are awful, and the exact search result could be improved.

   REQUEST

   Please add a "Find Members" search page that is tuned, optimized and tailored to finding members.

   Assume wildcards--we should never force users to put them (it's a techy trick that is not intuitive to regular users). That means if I put "Daniell" it should match "Danielle" but NOT "Dan", "Daniel" or anything else.

   In terms of the number of actual search fields, one is ideal, but only if it actually produces good results. If it doesn't then consider having multiple search fields:

   • First Name
   • Last Name
   • Email
   • Username

   Right now the general search field works for email and username ONLY if they are exact (otherwise it turns up nothing) but has serious problems generating rational results with a single search for first and last name.

   Since the search is specific to people, it should have facets relevant to finding people.

   • Checkbox for "Show expired members" (should default to off)
   • Checkbox for "Show guest members" (default to on?)
   • Multicheckbox for Branch affiliation
   • Committee Affiliation ("tag" style field where you type and it autocomplets)

   This was spawned off from an existing thread:
   https://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/37230223-integrate-fuzzy-logic-to-text-search-gh2837

   It was clear that "fuzzy search" as implemented there did not translate into a good people search experience.

   BACKGROUND

   Currently, the only way to search for members (contacts) is through the sitewide search mechanism. While we have dedicated search pages for "Find Activities", "Find Routes & Places" and "Find Courses, Clinics & Seminars", we have no such dedicated page for finding members. Your options are to either find them on some roster you have access to or to rely on the sitewide search.

   The problem is that the general sitewide search… more

   4 votes

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2. Exportable PDF Feedback Reports

   BACKGROUND

   I have the ability to see my feedback history. As a committee admin I have the ability to see a portion of the feedback history for anyone who has led a trip for my committee. I cannot see the feedback history for someone who has led trips for some other committee.

   USE CASE

   As a Leadership Chair for various committees (current and past) I review leadership applications. Often these prospective leaders are already leaders for another branch and/or committee. As part of the feedback gathering process, it is important for me as the Leadership Chair to gather as much relevant feedback as possible.

   This includes soliciting direct feedback from references listed in the application, open comment from our committee, and a review of the prospective leader's Participation Notes. It also should include review of any feedback the leader has received over time from trip participants.

   What I have had to do in the past is email committee chairs and ask them to review the feedback and provide a qualitative assessment. What I would prefer is to simply be able to review all of the feedback directly, without bothering the committee chairs. Participant feedback is imperfect, but valuable.

   What I would like is a system where:

   1) The member can export their feedback history (filtered using existing filters) directly to a PDF they can submit to me directly

   2) I can request such a PDF export of feedback from staff

   Ultimately, regardless of the mechanism to obtain, the key component is that feedback can be exported. It would be great to export the graphs first, followed by the comments, exactly how it is on the website.

   I uploaded an example (created using Camtasia)

   BACKGROUND

   I have the ability to see my feedback history. As a committee admin I have the ability to see a portion of the feedback history for anyone who has led a trip for my committee. I cannot see the feedback history for someone who has led trips for some other committee.

   USE CASE

   As a Leadership Chair for various committees (current and past) I review leadership applications. Often these prospective leaders are already leaders for another branch and/or committee. As part of the feedback gathering process, it is important for me as the Leadership Chair to gather as much… more

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   3 votes

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   0 comments  ·  Members  ·  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

3. Provide a way to tell if leader has unread feedback

   Currently, there is no indication if a participant has submitted feedback after a leader has viewed the feedback. Personally, I check for feedback a few days after the activity, and if someone adds feedback after that I probably won’t ever see it.

   10 votes

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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. This request is technically possible and will be considered for prioritization if 1) it gains additional following or 2) can easily be added to a prioritized roster change request. 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

4. Add a menu option for "My Committees"

   Currently users can get to their committee pages by going to "My Profile" and clicking on the appropriate link. This works fine for experienced website users. The logical place to look for your committees is through the "My Branch" page, but this is tedious and requires scrolling through all the committees and subgroups in the branch. Please add a menu option for "My Committees" that will take all users directly to a list of their committees (or even to the section of their profile with the links).

   6 votes

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

   This idea is moving to proposed. This request is technically possible and will be considered for prioritization if 1) it gains additional following or 2) can easily be added to a prioritized profile change. 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

5. demographics updates

   I noticed that my demographic in my member profile had the wrong age group (unfortunately I continue to age). I only noticed it because I've been doing website testing today. Maybe there can be a prompt (or even a forcing function) for members to review their entire profile including preferences and demographics annually, as I'm sure other things change for members as well (marital status, activity interests, student status, etc). Maybe a button to go along with the waiver that forces them to scroll through their profile and select "I have reviewed and updated my profile" or something like that.

   3 votes

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   0 comments  ·  Members  ·  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

6. Limit use of low contrast fonts

   I have a big, but I think important ask. My vision is not crisp, in fact worse than that. In order to read text, I require fairly high contrast. When light grey font is used, it is a blur, even when enlarged, to me and others with less than acute, young eyes. The Mountaineers Templates use quite a lot of light grey font and it is not editable. When doing web design for the Mountaineers, could you please consider making it a point to use black font on light backgrounds or white on dark backgrounds so that we all can read it without such a struggle?

   I have a big, but I think important ask. My vision is not crisp, in fact worse than that. In order to read text, I require fairly high contrast. When light grey font is used, it is a blur, even when enlarged, to me and others with less than acute, young eyes. The Mountaineers Templates use quite a lot of light grey font and it is not editable. When doing web design for the Mountaineers, could you please consider making it a point to use black font on light backgrounds or white on dark backgrounds so that we all can… more

   5 votes

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

   This idea is transitioning to priority and will be considered as part of a larger project to make changes to fonts and colors to improve the user experience for everyone.

7. Add profile link to roster

   There is a companion issue that made names clickable in the roster on the website: https://feedback.mountaineers.org/forums/273688-general-feedback/suggestions/8764993-make-names-on-roster-open-their-profile-so-you-can

   Here, I would like a column added to the CSV roster export with the link to someone's profile. There's currently a column for whether the profile is private or not, but no column with the actual profile link.

   This would serve the same purpose as the clickable name. In Excel, it will detect that these are links and make them clickable. That makes it easier for me to navigate to someone's profile.

   4 votes

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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. This request is technically possible and will be considered for prioritization if 1) it gains additional following or 2) can easily be added to a prioritized roster change request. 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. Installment Payment System for Donations

   While we have monthly donations, we would like to request a payment installments specifically for donations that would have a start and end date that can be broken out by month or by quarter or any schedule identified by the donor. It may be similar to the proposal put forward for courses, however, will be different because this payment schedule would specific for an individual rather than a product.

   6 votes

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   1 comment  ·  Fundraising  ·  Delete…  ·  Admin →
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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

9. Link event tickets to a salesforce revenue campaign as they are purchased

   The fundraising team would love it if there was a way to link event ticket purchases to a specific campaign as they came in so we can track revenue and ensure it is assigned to a specific fundraising effort and communicate with accounting if it needs to be assigned to a specific funding need. This would be similar to how we set up donation pages to assign to a specific campaign.

   7 votes

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   Proposed  ·  2 comments  ·  Events  ·  Delete…  ·  Admin →
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10. Add the option to have hosts notified by e-mail when people register for a lodge stay

    I would like the ability for hosts to elect to receive E-mails when a new person registers or cancels a lodge stay.

    2 votes

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

    This idea is moving to proposed. This request is technically possible and will be considered for prioritization if 1) it gains additional following or 2) can easily be added to a prioritized roster change request. 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

11. Pop-up/dialogue reminder to check information when re-submitting youth forms

    When youth forms expire and are in need of renewal, all guardians have to do is re-save information in order for the form to be current for the next 365 days. For program participants who have been a part of programming for a year or two, and might have changing medical, dietary, or transportation needs, this means that information is often outdated when shared with program managers and staff. (For example, a participant who was 6 when the forms were filled out may have new diagnoses or updated dietary preferences when they are 12 that have not been reported out since then.)
    To address this, anytime after the first renewal of the form, a dialogue box could pop-up when guardians save the form that says something along the lines of "Thank you for updating your [specific name of youth form]. Please be sure the following information is up to date before saving the form for the upcoming year: [for Youth Information form the following] Parent/Guardian contact information, Emergency Contact information, Health information including allergies and medications, and Special Circumstances such as dietary needs. [for Youth Programs form] Transportation information including pick up persons and Program Waiver."

    When youth forms expire and are in need of renewal, all guardians have to do is re-save information in order for the form to be current for the next 365 days. For program participants who have been a part of programming for a year or two, and might have changing medical, dietary, or transportation needs, this means that information is often outdated when shared with program managers and staff. (For example, a participant who was 6 when the forms were filled out may have new diagnoses or updated dietary preferences when they are 12 that have not been reported out… more

    3 votes

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    Priority  ·  1 comment  ·  Youth  ·  Delete…  ·  Admin →
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12. 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

    4 votes

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    1 comment  ·  Infrastructure  ·  Delete…  ·  Admin →
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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.

13. Seminars and Course Activities Will Not Stay Private

    Seminars and other course activities (lecture and field trips) will not stay private. They are continuously "self publishing" a few minutes after being withdrawn. Repeated withdrawals do not help - the seminar or course activity will self-publish ad infinitum. This causes seminars and other course activities to become publicly visible while they are still being developed and reviewed. Sometimes committee reviews - the review/discuss/edit/repeat cycle - can take a few weeks, so having those half-done seminars and courses live on the website is a problem.

    This seems to be a new website bug for 2021? I don't remember seeing it before, but it's possible we just didn't notice before.

    Seminars and other course activities (lecture and field trips) will not stay private. They are continuously "self publishing" a few minutes after being withdrawn. Repeated withdrawals do not help - the seminar or course activity will self-publish ad infinitum. This causes seminars and other course activities to become publicly visible while they are still being developed and reviewed. Sometimes committee reviews - the review/discuss/edit/repeat cycle - can take a few weeks, so having those half-done seminars and courses live on the website is a problem.

    This seems to be a new website bug for 2021? I don't remember seeing it… more

    6 votes

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    5 comments  ·  Courses, Clinics & Seminars  ·  Delete…  ·  Admin →
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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

14. Export feature for My Activities and My Courses and Programs lists

    Add export features (to CSV or Excel) to enable members to easily export lists of Activities and Courses (historical and active/posted in the future). It could be similar to rosters Export option.

    6 votes

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    0 comments  ·  Members  ·  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

15. 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

    2 votes

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    Proposed  ·  0 comments  ·  Fundraising  ·  Delete…  ·  Admin →
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16. 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

    8 votes

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    1 comment  ·  Activities  ·  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

17. Provide Activity Feedback from participants/students to Asst. & Co- Leaders

    After an activity participants are asked to provide feedback. This feedback loop is an important component of leadership development and allows leaders to learn how their approach is being received. However, Asst and Co-Leaders do not have access to this information and miss out on a valuable learning opportunity. For some, especially less experienced Asst Leaders, they may be tempted to emulate behavior they saw from a leader without the knowledge of how that was received by participants. In addition there may be comments, good or bad, about the Asst/Co- Leaders. Seems like not automatically sharing this with the entire leadership team is a missed opportunity for real world learning.

    After an activity participants are asked to provide feedback. This feedback loop is an important component of leadership development and allows leaders to learn how their approach is being received. However, Asst and Co-Leaders do not have access to this information and miss out on a valuable learning opportunity. For some, especially less experienced Asst Leaders, they may be tempted to emulate behavior they saw from a leader without the knowledge of how that was received by participants. In addition there may be comments, good or bad, about the Asst/Co- Leaders. Seems like not automatically sharing this with the entire… more

    4 votes

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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

18. Activity Registration Confirmation Email Change for Carbon Footprint Reduction ~Salesforce

    Per conversations with Jeff and Amber, I'm submitting feedback requesting tweaks to the confirmation email registrants receive after signing up for Mountaineers trips. The conservation and development teams would like to give registrants the option to partially offset their transportation-related carbon associated with each Mountaineers trip by donating to a Mountaineers Carbon Footprint Reduction campaign. We understand that prompting for this donation in the existing registration confirmation email would be an initial way to achieve this. Funds raised from this campaign would go toward energy reduction/net-zero projects at the Seattle Program Center and other efforts to reduce the carbon footprint of the organization. Thank you for your consideration.

    Per conversations with Jeff and Amber, I'm submitting feedback requesting tweaks to the confirmation email registrants receive after signing up for Mountaineers trips. The conservation and development teams would like to give registrants the option to partially offset their transportation-related carbon associated with each Mountaineers trip by donating to a Mountaineers Carbon Footprint Reduction campaign. We understand that prompting for this donation in the existing registration confirmation email would be an initial way to achieve this. Funds raised from this campaign would go toward energy reduction/net-zero projects at the Seattle Program Center and other efforts to reduce the carbon footprint… more

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    0 comments  ·  Fundraising  ·  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

19. 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

20. 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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    0 comments  ·  Infrastructure  ·  Delete…  ·  Admin →
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    In Progress  ·  AdminDevin Lampe (Technical Experience Manager, The Mountaineers) responded

    This item is moving to In-Progress and will be worked on in the next few weeks!

    
    

    Please note, we will not be able to do as thorough validation on the emergency phone number as we are changing the intended use of that field to contain multiple phone numbers so users can easily provide multiple emergency contacts.