[Chapter-delegates] [Csc] Association Management System - Wiki section

Wed May 14 15:18:56 PDT 2008

My comments;

Currently each chapter, AFAIK, appoints an administartor, and also an assistant administrator. Surely
that is sufficient.

I believe chapter dues should reflect the Global system, i.e. free, sustaining, organization. 

joly

At 15:50 2008-05-14, you wrote:
>Hello CSC,
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>I have uploaded comments on some of the points to begin with at the wiki:
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>26. Allow chapter officials to manage chapter membership records & processes
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>This functionality is already there and needs to be preserved and enhanced ( streamlined ) in the new AMS. - Sivasubramanian Muthusamy
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>26.1 Provide functionality for chapter officials to approve or deny chapter application without impacting Global membership process
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>The requirement gets a little more complicated here. At present the Chapter Administration interface is accessible to ALL chapter officers? What are the access privileges for each of the Chapter Officers? Who accesses what and who controls what process? If a chapter has six Chapter Officers - a President, an Immediate Past President, a Vice President, a Secretary, a Treasurer, a Director - Membership and a Director for Communications as Chapter Officers, which one (or two) of these Chapter Officers have the rights and privileges to approve or disapprove members ? A large, evolved chapter might wish to delegate this to, say, the Director for Membership. The chapter bylaws may say "The Director - Membership shall approve or disapprove applications for chapter membership". But if the chapter administration interface is uniformly accessible to all Chapter Officers, this provision may not be enforceable at all times. The Vice President might approve a new applicant even before the Director - Membership reviews the application.
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>b) In most cases the privileges needs to be at more than one level: Functional Administrator's Privileges ( Director - Membership has the privileges to approve or disapprove membership applications ) and Escalated Administrative Privileges ( Chapter President has escalated privileges over Director - Membership, but might use this escalated privilege very carefully )
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>c ) Theoretically, the Director - Membership approves or reject membership applications. But who approves or disapproves the access of the Director - Membership to this function? The Bylaws of the chapter may accord that privilege to the Chapter's Electoral College, represented at the Chapter Administrative Interface by the Chapter Secretary and / or the Chapter President. So here again, the levels of privileges or "labels" are important.
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>To aid this discussion, a certain operating system allows the creation of two types of labels namely a) Clearance labels and b) Sensitivity labels
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>Labels, label ranges, and clearances are all used to determine who gets access to what in the environment. Clearance labels (which are also called clearances) are assigned to users and to processes that act on their behalf. Sensitivity labels are assigned to processes and to files and directories.
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>Some objects have a default label range that allow access at all labels, and the security administrator can restrict that label range. These objects can be accessed at a single-label within the defined label range.
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>( The features are far more elaborate, extending to access control to categories of users for files, copy and paste, print etc. which is beyond the purview of the aspect of chapter administrative interface that is being discussed. Such features may have to be thought of when ISOC decides to create a VPN for Chapters and provide a local network / client workstations to chapters, which is also incidentally proposed here )
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>b) In the area of reviewing the application for membership, I have experienced difficulties. Due to Privacy Concerns ( see point 27 below ) ISOC's <mailto:luc at lucfaubert.com>webmaster at the moment uploads only a part of the data collected from the Global members to the chapter management interface. When there is a new applicant for chapter membership I get to see his or her name, the mailing address and email address, which in most cases happens to be a gmail or a google address. There is no information about the applicant's educational background, work background, present organization, present designation, phone numbers, motivation for joining the chapter, not even enough information whether the mailing address is his or her permanent or temporary address. Membership in ISOC is open to all, but each chapter, after deliberations, is allowed to accept of reject an application for chapter membership. The process of acceptance or rejection pre-supposes an evaluation, which requires basic information. This information is not there. -Sivasubramanian Muthusamy
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>26.2 Allow chapter officials to administer chapter dues (modify cost of annual dues)
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>a) The comments below 26.1 applies here as well.
>b) What if the Chapter Adminstrator decides to waive Dues for a certain member unable to pay the dues for a year, but too valuable to let go? Lets say that a chapter wishes to have professional members who can afford to pay a hundred dollars in dues every year and also has Student Members. Without discriminating between 'professional" and 'student' members, if the chapter wishes to have one category of members and the Chapter Adminstrator has to waive dues to student members (sort of consider the dues paid) can we have that flexibility built in ? If this is difficult, then the Administrative interface needs to allow creation of multiple categories of membership, say, Professional Members paying a hundred dollars, student members paying ten dollars, corporate members paying a thousand and invited and advisory members paying none.
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>c) It is also important that the administrative interface is streamlined to skip the "shopping cart" process altogether where the member signs up in a category that has zero dues.
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>d) Should we exactly copy the e commerce check out process? Should we use terms such as "Shopping Cart" and "check out" in the membership sign up process ? It sounds odd as part of the membership sign up process--Sivasubramanian Muthusamy. 
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>26.3 Allow chapter officials to Invoice chapter members for dues and process payments (not all members will be able to pay online) in the relevant local currency.
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>Yes, that is very, very important. ISOC's membership is open to all and if this objective is to be met, the ISOC portal shall have to build in optional payment functionality The person signing up should be allowed the options of "payment by credit card" (various possible cards) and "alternate payment methods" which would allow the member to skip the shopping cart process, which will lead to the necessary information relating to the Chapter's mailing address and physical locational information, contact name, contact phone number and email address of the Chapter's Officer Designate (The Treasurer), the value of the dues in local currency, mode of payment etc. This step should conclude in an automated email sent to the sign up email address with all the information, This confirmation page should also be a printable page - 
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>Will continue as we go.
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>Sivasubramanian Muthusamy
>ISOC India Chennai
><http://www.isocindiachennai.in>http://www.isocindiachennai.in
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> On Tue, May 13, 2008 at 6:55 AM, Marcin Cieslak <<mailto:saper at saper.info>saper at saper.info> wrote:
>Hello,
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>I have reviewed the requirements document and I have started converting this to our Wiki to facilitate the discussion:
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><http://wiki.chapters.isoc.org/tiki-index.php?page=Association+Management+Statement+of+Requirements>http://wiki.chapters.isoc.org/tiki-index.php?page=Association+Management+Statement+of+Requirements
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>I have converted the "Chapter Management" section - it would be nice if we could share the work and upload other sections.
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>Then I propose to add our comments under the appropriate section using some kind of indicator/signature who posted them. Please see for example my comment to point 27.
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>I think we should also convert the previous Business Rules from here
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><http://www.isoc.org/isoc/general/trustees/docs/dec2007/membership_businessrules.pdf>http://www.isoc.org/isoc/general/trustees/docs/dec2007/membership_businessrules.pdf
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>for example here:
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><http://wiki.chapters.isoc.org/tiki-editpage.php?page=Membership+System+Business+Rules>http://wiki.chapters.isoc.org/tiki-editpage.php?page=Membership+System+Business+Rules
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>If you have some problems accessing a wiki please ask me or Franck for assistance.
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>Happy editing!
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>-- 
>             << Marcin Cieslak // <mailto:saper at saper.info>saper at saper.info >>
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