[Chapter-delegates] Heads-up on some improvements to the Chapter Portal (AMS) - 30 July release

Sun Oct 18 11:06:58 PDT 2020

Dear Christine,

thank you for your kind response.
I feel I must express my concern, quoting your email of 30th July 2020:

/This is a heads-up that you will see some changes to the Chapter Portal
(AMS) as of tomorrow, 30 July, when our vendor is deploying a new
release of the system. 

The changes will address some requests that we received from Chapters
over time, and will also make some of the labels more self-explanatory. 

This is the first step in a series of adjustments that will
be rolled-out over the next few months. 

Here a quick summary of where you’ll see the changes after 30 July: 

1) Bulk selections of member records will now be possible, also if the
list that is being viewed is spread over several pages

2) An improvement will be made to the ‘Select All’ checkbox. There will
be a drop down you can select to either choose ‘Current page’ to select
the current page of members or ‘Select all records’ to select all of the
members on each page. The number of records selected will display.

3) Some labels on the subscription pages have new names, such as: The
function “Extend” will now be called “Extend (Current Term)” and the
function “Reactivate” will be called “Reactivate (Undo Cancellation)”.

4) Bulk actions will require additional ‘Heavy Confirmation’. The
required action will have to be confirmed by the person requesting
the bulk action to avoid accidental "bulk terminations" of members. 

5) There will be a new "Page by Page” functionality when navigating
lists. It will be much easier to navigate from one page to another.
In the past, the only choices available were "Previous" and "Next".

You will also see these adjustments reflected in the Chapter Officer
User Guide that you can find in the Chapter Portal
(AMS) under the Quicklinks. /

a. Has the new AMS system been deployed, as per your announcement?
b. Please be so kind to let us know, regarding point 1 to 5, each in
turn, if each has been deployed in this release? If no, then why not, as
to my knowledge, there was a consensus and an announcement that this was
to be rolled out ASAP.

The announcement was made 2.5 months ago.

Kindest regards,

Olivier

On 16/10/2020 14:16, Christine Saegesser via Chapter-delegates wrote:
> Dear Klaus, dear all, 
>
> Here a quick update on where this work is: 
>
> There were two calls in March this year to which all Chapter leaders
> interested in discussing challenges they’re facing with our Membership
> and Chapter Portal (AMS/MemberNova) were invited. The result of these
> calls was a list of items that we then internally categorised into
> buckets to prioritise them by level of impact, but also by level of
> effort to make changes to any given functionality. 
>
> Based on this, we then invited Chapter leaders interested in further
> supporting us as we work through that list to join a “AMS Chapter/SIG
> Leader Working Group”. This group is important to have as we want to
> ensure that the solutions identified are as useful as possible to you
> as Chapter leaders. Some of the items raised needed further input in
> terms of what exactly the ideal functioning would be, but also in
> terms of what the concrete situations are that are faced by a majority
> of our Chapters across the globe. 
>
> In the meantime, our team continued working on the items on the list
> and reached out to some of you individually to gather further
> requirements. 
>  
> We then convened another call with the working group on 30 July to
> give an update on the current status of that work. 
>
> During that call, we reviewed the following: 
>
> *Items already completed:*
>
>   * Save for Later feature on Funding program applications
>   * Additional accessibility features to be more compatible with
>     screen readers
>   * We ensured that for Member applications that were designated with
>     a new status, the email notification of that change was actually
>     sent to the Member under the Privacy Statement Agreement
>     guidelines vs. not being sent because they did not opt-in to
>     receiving emails, etc. 
>
> *Items in progress, but on hold because there are dependencies: *
>
>   * Items linked to data privacy and GDPR. The good news is that with
>     our new General Counsel on board, this work can be launched with
>     an in-depth review and comprehensive approach. 
>   * Automated way to transfer Member Data: this assessment was started
>     with the Germany Chapter to gather the requirements, but it is
>     also dependent on the review of our Data Privacy Guidelines and GDPR. 
>
> *Items that were not started yet at the time of the 30 July call, but
> that we’re now working on with the MemberNova team.* 
> This bucket includes enhancement linked to the:
>
>   * Member Join and Member application management processes: 
>       o This aspect will need some additional data gathering, such as
>         what the type of additional information is that Chapters would
>         like to give to potential new applicants before they hit the
>         “Join a Chapter” button (such as info about a membership fee,
>         working language of the Chapter, content of a custom e-mail
>         for interested Chapters, etc.)
>   * Workflow for a member to leave a Chapter
>   * Improved member listing (search to display Chapter join date)
>   * Updated Smart Search to display which members opted-in to
>     receiving e-mail communications and which ones did not
>
> The timeline for the enhancements of this last bucket is that they’re
> rolled out within the next two months. 
>  
> Those of you interested in joining the “AMS Chapter/SIG Leader Working
> Group” at this stage, please send me an e-mail to saegesser at isoc.org
> <mailto:saegesser at isoc.org> and we'll add you to that list. 
>  
> I hope this answers your questions and look forward to continuing this
> work with you all. 
>  
> Best, 
>  
> Christine 
>
>
>
>
>> On 15. Oct 2020, at 16:06, Klaus Birkenbihl <Klaus.Birkenbihl at Isoc.de
>> <mailto:Klaus.Birkenbihl at Isoc.de>> wrote:
>>
>> Dear Christine, Colleagues,
>>
>> is there any progress since then? There were a lot more (important)
>> requirements on the table after the respective meetings that started
>> in March 2020. You wrote: "Please watch out for further announcements
>> over the coming weeks and months as we continue to work through the
>> list that was compiled with your help." Did I miss this?
>>
>> Given the work that was invested to specify the requirements, at
>> least a resolution on what will be accepted and what will be declined
>> would be fair.
>>
>> Best regards
>> Klaus
>>
>> Christine Saegesser via Chapter-delegates schrieb am 29.07.20 um 20:18:
>>> Dear Colleagues, 
>>>  
>>> This is a heads-up that you will see some changes to the
>>> Chapter Portal (AMS) as of tomorrow, 30 July, when our vendor is
>>> deploying a new release of the system. 
>>>  
>>> The changes will address some requests that we received
>>> from Chapters over time, and will also make some of the labels
>>> more self-explanatory. 
>>>  
>>> This is the first step in a series of adjustments that will
>>> be rolled-out over the next few months. 
>>>  
>>> Here a quick summary of where you’ll see the changes after 30 July: 
>>>  
>>> 1) Bulk selections of member records will now be possible, also if
>>> the list that is being viewed is spread over several pages
>>>
>>> 2) An improvement will be made to the ‘Select All’ checkbox. There
>>> will be a drop down you can select to either choose ‘Current page’
>>> to select the current page of members or ‘Select all records’ to
>>> select all of the members on each page. The number of records
>>> selected will display.
>>>  
>>> 3) Some labels on the subscription pages have new names, such as:
>>> The function “Extend” will now be called “Extend (Current Term)” and
>>> the function “Reactivate” will be called “Reactivate (Undo
>>> Cancellation)”.
>>>  
>>> 4) Bulk actions will require additional ‘Heavy Confirmation’. The
>>> required action will have to be confirmed by the person requesting
>>> the bulk action to avoid accidental "bulk terminations" of members. 
>>>  
>>> 5) There will be a new "Page by Page” functionality when navigating
>>> lists. It will be much easier to navigate from one page to another.
>>> In the past, the only choices available were "Previous" and "Next".
>>>  
>>> You will also see these adjustments reflected in the Chapter Officer
>>> User Guide that you can find in the Chapter Portal
>>> (AMS) under the Quicklinks. 
>>>  
>>> Please let us know if you have any questions to the points above. 
>>>  
>>> As you probably remember, we’ve also had a series of calls
>>> with those of you interested earlier this year to compile a list
>>> of Chapter Portal (AMS) challenges that we have then worked on
>>> over the last few months. We have a check-in call with those who
>>> were interested in being part of a “MemberNova working group"
>>> later this week. Please watch out for further announcements over
>>> the coming weeks and months as we continue to work through the
>>> list that was compiled with your help. 
>>>  
>>> Best, 
>>>
>>> Christine
>>>
>>>
>>> _______________________________________________
>>> As an Internet Society Chapter Officer you are automatically subscribed
>>> to this list, which is regularly synchronized with the Internet
>>> Society Chapter Portal (AMS):
>>>
>>> https://admin.internetsociety.org/622619/User/Login
>>>
>>> View the Internet Society Code of Conduct: 
>>> https://www.internetsociety.org/become-a-member/code-of-conduct/
>>
>>
>> -- 
>> Klaus Birkenbihl
>> Internet Society German Chapter (ISOC.DE) e.V.
>> c/o ict-Media GmbH
>>
>> https://www.isoc.de
>
> *Christine Saegesser Baethge*, Sr. Director Chapters and Individual
> Members
> saegesser at isoc.org <mailto:saegesser at isoc.org> | Twitter: ch_saebae
>
>
> internetsociety.org <http://internetsociety.org> | @internetsociety
>
>
> _______________________________________________
> As an Internet Society Chapter Officer you are automatically subscribed
> to this list, which is regularly synchronized with the Internet Society Chapter Portal (AMS):
> https://admin.internetsociety.org/622619/User/Login
> View the Internet Society Code of Conduct: https://www.internetsociety.org/become-a-member/code-of-conduct/

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