Difference between revisions of "Membership process wip"
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| − | -New Member- | + | =Introduction= |
| − | --Procedure-- | + | There's a need to integrate/streamline a number of procedures/tools regarding the way we currently handle memberships of the space. |
| − | --System- | + | Most of these have to do with handling member-forms, doorfobs, etc. |
| + | |||
| + | =New Member= | ||
| + | |||
| + | == Currently == | ||
| + | Bringing in a new member involves a number of things that currently are seperate: | ||
| + | * Inform member about rules/rights/etc of the space. | ||
| + | * Fill in memberform | ||
| + | * Transfer memberform content into online form | ||
| + | * Add member to the tinance system | ||
| + | * Inform member about joining our mailinglist | ||
| + | |||
| + | == Suggested future situation == | ||
| + | Informing the member about how things work will be unavoidable, also in the future, but might involve more pre-made/pre-prepared materials in online or paper form. | ||
| + | The rest, however, can be modernized a little. | ||
| + | |||
| + | * NO paper form anymore | ||
| + | * Online form system that auto-performs a number of steps | ||
| + | * Include subscription to members-list to the process | ||
| + | |||
| + | == Procedure == | ||
| + | * Board-member either: | ||
| + | ** Opens up a protected URL and helps new member fill in an online form | ||
| + | OR | ||
| + | ** Creates a publically accessible URL for new member , sent by mail/whatever, | ||
| + | which allows a new member to | ||
| + | ** Read policies/info/etc about the space | ||
| + | ** fill in details required for membership (most of it) by himself; sanity-check input for nick-collisions, etc. | ||
| + | ** Allow member to specify mailinglist-preferences | ||
| + | |||
| + | |||
| + | * Upon completion, form is checked/completed (administrative info about fob/etc) and 'approved' | ||
| + | * The approval triggers sending a verification-email to the new member who has to reply to it and/or visit included link | ||
| + | |||
| + | * Upon confirmation: | ||
| + | ** Add user to tinance | ||
| + | ** Contents of memberform *logged* for future reference in some way. preferably in a verifiable/signed manner: a pdf signed with pgp-key would be useful. | ||
| + | ** Contents of memberform *SENT* to new member with all the detail as filled in/confirmed/verified. PDF signed with PGP-key ? | ||
| + | ** Contents (also) added to an electronically searchable medium (a DB of memberforms) | ||
| + | ** Add user to mailinglist(s) | ||
| + | ** Send a summary to admin@board.techinc.nl | ||
| + | |||
| + | ==Procedure== | ||
| + | |||
| + | Steps of procedure: | ||
| + | * handson (fill in memberform, handson with member | ||
| + | OR | ||
| + | * invite (create token, send to new member) | ||
| + | * remote subscription (Fill in memberform) | ||
| + | after which: | ||
| + | * validation (review filled in form) | ||
| + | * verification (mail member with request to validate subscription) | ||
| + | * processing (upon verification, subscribe member; process data with several tools) | ||
| + | |||
| + | ===handson== | ||
| + | * go to board.techinc.nl/tools/, option 'Handson Member Form' | ||
| + | * Fill in form contents with member input. | ||
| + | * Upon completion, submit. This will procede to 'validation' | ||
| + | |||
| + | |||
| + | === Invite === | ||
| + | * Go to board.techinc.nl/tools/ and choose EITHER: | ||
| + | ** Option 'Fill in Memberform' | ||
| + | OR | ||
| + | ** Option 'Create token for remote memberform fillin | ||
| + | |||
| + | ===validation=== | ||
| + | * Take input of filled in memberform and perform input-checking | ||
| + | * Perform sanity-check on certain items | ||
| + | * Present information; note peculiarities; allow for corrections | ||
| + | * Allow for 'rejection' at this point; if 'accepted', proceed to 'verification' | ||
| + | |||
| + | ===verification=== | ||
| + | |||
| + | present overview of filled in data. | ||
| + | * | ||
| + | ==System== | ||
| + | ==Implications/limitations== | ||
| + | It would be most preferable to have the data of old members retro-actively added into this system so that there is a concise way to find all data about all members when required. | ||
Revision as of 13:10, 27 September 2016
Contents
Introduction
There's a need to integrate/streamline a number of procedures/tools regarding the way we currently handle memberships of the space. Most of these have to do with handling member-forms, doorfobs, etc.
New Member
Currently
Bringing in a new member involves a number of things that currently are seperate:
- Inform member about rules/rights/etc of the space.
- Fill in memberform
- Transfer memberform content into online form
- Add member to the tinance system
- Inform member about joining our mailinglist
Suggested future situation
Informing the member about how things work will be unavoidable, also in the future, but might involve more pre-made/pre-prepared materials in online or paper form. The rest, however, can be modernized a little.
- NO paper form anymore
- Online form system that auto-performs a number of steps
- Include subscription to members-list to the process
Procedure
- Board-member either:
- Opens up a protected URL and helps new member fill in an online form
OR
- Creates a publically accessible URL for new member , sent by mail/whatever,
which allows a new member to
- Read policies/info/etc about the space
- fill in details required for membership (most of it) by himself; sanity-check input for nick-collisions, etc.
- Allow member to specify mailinglist-preferences
- Upon completion, form is checked/completed (administrative info about fob/etc) and 'approved'
- The approval triggers sending a verification-email to the new member who has to reply to it and/or visit included link
- Upon confirmation:
- Add user to tinance
- Contents of memberform *logged* for future reference in some way. preferably in a verifiable/signed manner: a pdf signed with pgp-key would be useful.
- Contents of memberform *SENT* to new member with all the detail as filled in/confirmed/verified. PDF signed with PGP-key ?
- Contents (also) added to an electronically searchable medium (a DB of memberforms)
- Add user to mailinglist(s)
- Send a summary to admin@board.techinc.nl
Procedure
Steps of procedure:
- handson (fill in memberform, handson with member
OR
- invite (create token, send to new member)
- remote subscription (Fill in memberform)
after which:
- validation (review filled in form)
- verification (mail member with request to validate subscription)
- processing (upon verification, subscribe member; process data with several tools)
=handson
- go to board.techinc.nl/tools/, option 'Handson Member Form'
- Fill in form contents with member input.
- Upon completion, submit. This will procede to 'validation'
Invite
- Go to board.techinc.nl/tools/ and choose EITHER:
- Option 'Fill in Memberform'
OR
- Option 'Create token for remote memberform fillin
validation
- Take input of filled in memberform and perform input-checking
- Perform sanity-check on certain items
- Present information; note peculiarities; allow for corrections
- Allow for 'rejection' at this point; if 'accepted', proceed to 'verification'
verification
present overview of filled in data.
System
Implications/limitations
It would be most preferable to have the data of old members retro-actively added into this system so that there is a concise way to find all data about all members when required.
