User Tools


Common Tasks

ID Use Case Dev or Training Notes
1 BCLA ED wants someone’s contact information. Training searching for contact
2 BCLA ED wants to know how many members we have that are [eg from area X] DEV new report, users by region
3 BCLA Staff member is asked to post a letter that BCLA sent to a politician confirm Allie and Angie already know how to do this on public site
4 BCLA Staff member is asked to post an event with registrations
Also, sets up highlight to show this event on the home page).
Training and collab with devs
5 Member wants to sign up for an event.
(They try to register and see the nonmember pricing, so log in and then discover they have lapsed as a member. They then renew and go to register and see the member rates.)
Core Feature of Site, ask devs to set up new event
6 BCLA Staff member needs to change membership pricing infrequent, ask devs to do this
7 BCLA Staff member needs to change menu items infrequent, ask devs to do this
8 BCLA Staff member needs to reconcile payments received via credit card processor.
(Exports transactions from processor, then goes into back end of website to match names to payments. Notes in file (excel) what each payment is for (e.g. J. Smith BCLA personal membership expiring March 2016).)
DEV need to confirm format for payment report
9 BCLA Staff member needs to contact all current members to advise them of something pertaining to members only Training
10 BCLA wants to sell an item infrequent, ask devs to do this
11 BCLA needs to remind a member to renew automatic reminders sent out 4 weeks and 2 weeks before expiry, and 1 week after
12 Board member changes employer, e.g. BCLA staff member updates the Board page confirm Allie and Angie already know how to do this on public site
13 Member cancels registration in an event- refund the money (or part of it) Training how to remove registration and refund out of stripe
14 Member has changed their email address. Training how to edit a contact
15 Member needs to retrieve their password (or have us re-set it). Training Self-service function of the site, but show Allie and Angie how to manually reset a users password
16 Member wants to buy supplies for the Summer Reading Club. infrequent, ask devs to do this
17
18
19 Member wants to make a donation. Now core feature of site
20 Member wants to renew their membership Training core feature of site, show Allie and Angie how to manually renew member
21 Member wants to join the BCLA Board Clarify requirement
22 Member wants to review old Resolutions or News items. Clarify requirement
23 Member wants to submit a resolution
(they review past resolutions, then review the submission procedures and download the form
Clarify requirement
24 Member wants to submit an Award nomination
(They review the awards history, download the award form and email it in)
Clarify requirement

Problems

ID Use Case Dev or Training Notes
25Member has accidentally made a duplicate purchase.
(We log in and remove the other item and refund the extra money. Memberships are generally not refundable, but we have refunded two in very special circumstances.)
need to confirm but believe this should be reduced with new system
26Member has renewed “too early” (duplicate). don't believe this is a problem, new membership should be tacked on to the end of the old one
27Member unsure of type of membership *(institutional or personal) due to lack of clarity in our receipts needs discussion to understand actual issue
28Member needs a copy of their receipt or invoice (for a membership / donation / event) Training show Angie and Allie how to issue receipts manually
29Expired member attempts to “join” with address already in our member DB(should be renewal) membership requires creation of an account, which is linked to email address and cannot be duplicated.
30Groups are unable to upload documents of a type or size they wish to share *(ie images, word docs). Phase 2
31Groups have difficulty using the interface (staff assist with the updates) Phase 2
public/bcla_training.txt · Last modified: 2018/08/16 22:06 (external edit)