Chekin' in

[Daniel Abrams]

I thought you were concerned that this would be cumbersome. Forgetting their password etc. But yeah, that works for me. I can do it tomorrow.

[Hollis Brown]

We've talked ourselves into a circle here. Our primary objective is to capture Event registrants into the Guests roster. That's a simple matter of:

• Check against Member and Guest list
• If Member, suggest they login to get Member pricing and add certificate to archive
• If Guest, suggest they login to add certificate to archive
• If neither, add to Guest list

Boom - No requirement that they login. Uh, wait a minute. If they don't login where do we archive the Certificate? Perhaps that is why we ask them to confirm. "Is this you?" If yes, then we archive without them having to know their login. If no, then we have a problem. We need to sort this out. Why do we have someone who has been here before disclaiming the Email address that we have on record for them? Perhaps they stopped using that old address. If so, we need to update our records. What other possibility might there be?


One more possibility--what if they are Member in arrears? Now we suggest that they login and pay their dues so they can get Member pricing and archived. If they proceed to Register as non-member... I guess we need to confirm that they are deciding to not renew. Then we convert them to Guest.

[Daniel Abrams]

We've talked ourselves into a circle here. Our primary objective is to capture Event registrants into the Guests roster. That's a simple matter of:

• Check against Member and Guest list
• If Member, suggest they login to get Member pricing and add certificate to archive
• If Guest, suggest they login to add certificate to archive
• If neither, add to Guest list

Boom - No requirement that they login. Uh, wait a minute. If they don't login where do we archive the Certificate? Perhaps that is why we ask them to confirm. "Is this you?" If yes, then we archive without them having to know their login. If no, then we have a problem. We need to sort this out. Why do we have someone who has been here before disclaiming the Email address that we have on record for them? Perhaps they stopped using that old address. If so, we need to update our records. What other possibility might there be?


One more possibility--what if they are Member in arrears? Now we suggest that they login and pay their dues so they can get Member pricing and archived. If they proceed to Register as non-member... I guess we need to confirm that they are deciding to not renew. Then we convert them to Guest.

My concern is with security and people gaming the system: especially if they can enter someones email address and retrieving their profile info etc.

This is why they need to login. If we find them as a member, and they opt out, then they will have a members and guest profile.

If email address no longer valid, then they would have to contact the chapter to update it.

As it is now, members in arrears cannot register for events. When they attempt to register, they get an error message to that effect.

I say just force them to login. Easier, and solves so many problems.

Members Only Fee Type: If email address discovered as Member, they must login. If email as discovered as Guest, cannot register in this case. They must select another Fee Type which is applicable to Non-Members (if exists). or we suggest they join as a Member.

Guests Only Fee Type: If email address discovered as Guest, they must login. If email as discovered as Member, cannot register in this case. They must select another Fee Type which is applicable to Members (if exists). If email address not discovered as Member or Guest, they automatically have Guest account created.

Guests and Members Fee Type: If email address discovered as Member, they must login. If email as discovered as Guest, they must login. If email address not discovered as Member or Guest, they automatically have Guest account created. We suggest to Non-Members that they join as a Member.

[Hollis Brown]

My concern is with security and people gaming the system: especially if they can enter someones email address and retrieving their profile info etc.

Okay

This is why they need to login. If we find them as a member, and they opt out, then they will have a members and guest profile.

By "opt out" you mean register as Guest?

If email address no longer valid, then they would have to contact the chapter to update it.

They should be able to login and change it themselves--right?

As it is now, members in arrears cannot register for events. When they attempt to register, they get an error message to that effect.

Correct

I say just force them to login. Easier, and solves so many problems.

ok

Members Only Fee Type: If email address discovered as Member, they must login. If email as discovered as Guest, cannot register in this case. They must select another Fee Type which is applicable to Non-Members (if exists). or we suggest they join as a Member.

Okay

Guests Only Fee Type: If email address discovered as Guest, they must login. If email as discovered as Member, cannot register in this case. They must select another Fee Type which is applicable to Members (if exists). If email address not discovered as Member or Guest, they automatically have Guest account created.

Okay

Guests and Members Fee Type: If email address discovered as Member, they must login. If email as discovered as Guest, they must login. If email address not discovered as Member or Guest, they automatically have Guest account created. We suggest to Non-Members that they join as a Member.

Good!

Are we going to archive Guest Certs?

[Daniel Abrams]

This is why they need to login. If we find them as a member, and they opt out, then they will have a members and guest profile.

[/quote]By "opt out" you mean register as Guest?

Yes.

Are we going to archive Guest Certs?

Yes.

Huge job. Get started tomorrow.

[Daniel Abrams]

Okay, I have something to test. We will be doing this testing in two(2) phases:

Phase 1: Only testing when you call the Event Registration form.
Phase 2: Only testing the Email check on the Event Registration form

We will start with Phase 1 of 2. We are looking at those related to Members in this round (Round 1 of 2). There are five(5) scenarios per Round.

*********************************************************
Phase 1: Calling Event Registration Form
Round 1: Member Registering for Event
*********************************************************

====================================================
Scenario 1: Current Date Outside Event Fee Time Period (Any Fee)
====================================================

====================================================
Scenario 2: Event Inactive (Any Fee)
====================================================

====================================================
Scenario 3: Register for Event Fee Which is ONLY Valid for Members.
====================================================
Sub-Scenario 3A: Call the form not logged in as Member
Sub-Scenario 3B: Call the form logged in as Member
++++++++++++++++++++++++++++++++++++++++++++++++++++
Following applies to Sub-Scenario1B:
Case 3B(1): Member Profile Membership Type does not match Membership Types allowed by Fee.
Case 3B(2): Member has not paid their Initial Dues.
Case 3B(3): Member has not paid their Renewal Dues.

====================================================
Scenario 4: Register for Event Fee Which is ONLY Valid for Non-Members.
====================================================
Sub-Scenario 4A: Call the form not logged in as Member
Sub-Scenario 4B: Call the form logged in as Member

====================================================
Scenario 5: Register for Event Fee Which is Valid for Non-Members and Members
====================================================
Sub-Scenario 5A: Call the form not logged in as Member
Sub-Scenario 5B: Call the form logged in as Member

Once we complete this Round, we will go to to next Round: Round 2 where we do as Non-Members.

[Hollis Brown]

Delete Attendee.
I was just setting things up to test. Tried to delete Attendee.

https://www.screencast.com/t/QodjZbLjXq

[Hollis Brown]

*********************************************************
Phase 1: Calling Event Registration Form
Round 1: Member Registering for Event
*********************************************************

====================================================
Scenario 1: Current Date Outside Event Fee Time Period (Any Fee)
====================================================

https://www.screencast.com/t/0FAjfN7q9

[Daniel Abrams]

Delete Attendee.
I was just setting things up to test. Tried to delete Attendee.

https://www.screencast.com/t/QodjZbLjXq

Fixed.

[Daniel Abrams]

*********************************************************
Phase 1: Calling Event Registration Form
Round 1: Member Registering for Event
*********************************************************

====================================================
Scenario 1: Current Date Outside Event Fee Time Period (Any Fee)
====================================================

https://www.screencast.com/t/0FAjfN7q9

Fixed. If okay, I'll make it so Fee does not appear if current date outside Fee date.

[Hollis Brown]

*********************************************************
Phase 1: Calling Event Registration Form
Round 1: Member Registering for Event
*********************************************************

====================================================
Scenario 1: Current Date Outside Event Fee Time Period (Any Fee)
====================================================

https://www.screencast.com/t/0FAjfN7q9

Fixed. If okay, I'll make it so Fee does not appear if current date outside Fee date.

That's better

[Daniel Abrams]

Okay, Fees in the future or past, no longer display.

[Hollis Brown]

*********************************************************
Phase 1: Calling Event Registration Form
Round 1: Member Registering for Event
*********************************************************

====================================================
Scenario 2: Event Inactive (Any Fee)
====================================================

You say that Phase 1 is about "Calling Event Registration Form." There is no way to attempt to call the form because the event does not show on the Calendar. That's good, so I'm moving on.

[Hollis Brown]

*********************************************************
Phase 1: Calling Event Registration Form
Round 1: Member Registering for Event
*********************************************************

====================================================
Scenario 3: Register for Event Fee Which is ONLY Valid for Members.
====================================================

Check!

[Daniel Abrams]

*********************************************************
Phase 1: Calling Event Registration Form
Round 1: Member Registering for Event
*********************************************************

====================================================
Scenario 2: Event Inactive (Any Fee)
====================================================

You say that Phase 1 is about "Calling Event Registration Form." There is no way to attempt to call the form because the event does not show on the Calendar. That's good, so I'm moving on.

Correct.