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Drupal4Gov / Drupal-GovCon-2015

Drupal GovCon 2015 website
MIT License
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Check-in on ticket state #134

Closed bendygirl closed 9 years ago

bendygirl commented 9 years ago

Attendee manager appears to have no permissions available for checking in attendees. an admin can change the ticket state to "Checked-in", but can the attendee manager?

a work around for using COD for the check-in is to print the list and do it manually.

timwood commented 9 years ago

How do we want to be able to handle this this year?

bendygirl commented 9 years ago

I'd like to have computers at registration and check folks off this way.

Next year, we should look into the bar coding so that sponsors can do leads off tags. But that's next year.

timwood commented 9 years ago

I'll look at the permissions, enable proper perm for ticket management for attendee manager role and create a view that can be used for this purpose.

How's this sound? The view (modeled after the ticket export view) would list users alpha by last name and include the following fields: Attendee First Name Attendee Last Name Attendee Email Dietary needs? Ticket State and type

Filters: Ticket state (default to "Completed") Attendee Name (to include first or last with "contains) Attendee Email

Views Bulk Operations (actions): "Change Ticket State" (or maybe use a flag + rules to make this more elegant)

Should we list all tickets on one page (might be a server resource/timeout issue) and make filters ajax so we have less calls to the full page?

timwood commented 9 years ago

Permissions to test: Administer ticket registration states View (and edit) all registrations Last resort: Administer ticket

bendygirl commented 9 years ago

the view that's there now works well, maybe clone that and make it its own basic page for just the "attendee manager" to use for checking in folks. It lets them search by name which is handy. It also has info on the lunch request (select option not a viewed option) and the option to change the ticket state. Probably don't need the date created or "operations" or tshirts, but everything else works.

Of course, if the view you did already used this, just ignore me.

On Fri, Jul 17, 2015 at 10:39 AM, Tim Wood notifications@github.com wrote:

I'll look at the permissions, enable proper perm for ticket management for attendee manager role and create a view that can be used for this purpose.

How's this sound? The view (modeled after the ticket export view https://www.drupalgovcon.org/admin/tickets/export) would list users alpha by last name and include the following fields: Attendee First Name Attendee Last Name Attendee Email Dietary needs? Ticket State and type

Filters: Ticket state (default to "Completed") Attendee First Name Attendee Last Name Attendee Email

Views Bulk Operations (actions): "Change Ticket State" (or maybe use a flag + rules to make this more elegant)

Should we list all tickets on one page (might be a server resource/timeout issue) and make filters ajax so we have less calls to the full page?

— Reply to this email directly or view it on GitHub https://github.com/Drupal4Gov/Drupal-GovCon-2015/issues/134#issuecomment-122296574 .

Kirsten http://uniongal.blogspot.com Join Uniongal on Reddit http://www.reddit.com/r/Uniongal/

timwood commented 9 years ago

I didn't make anything yet, just discussing here. I think we don't need extra/extraneous filters, so I wasn't going to add Dietary needs as a filter, but is it useful as a visible field when checking in someone? Is there something different that people get on check-in for special lunches?

dsheffler commented 9 years ago

If we do the same thing as last year, we just had a list of people who needed vegetarian lunches so those of us who needed them didn't have our food taken by other people who just didn't like the other options available.

timwood commented 9 years ago

So that is more for lunch handout than registration. We should make sure the special lunches get held at registration or an alternate table. Let's use a print out for that.

jdearie commented 9 years ago

We had the paper lists for check-in last year - and it included dietary restrictions. We just grabbed those same papers when we were separating out the specialty lunches.

I think we may have confirmed special dietary restrictions on check-in, but it will definitely be useful to have a print out of the names and the lunches they receive...

bendygirl commented 9 years ago

yes, at registration, Nina and the team will ask if they still need a special lunch. Then, they pull those lunches out for the attendees. This will mostly be for the gluten free bunch this year. But we do ask at registration.

On Fri, Jul 17, 2015 at 10:58 AM, dsheffler notifications@github.com wrote:

If we do the same thing as last year, we just had a list of people who needed vegetarian lunches so those of us who needed them didn't have our food taken by other people who just didn't like the other options available.

— Reply to this email directly or view it on GitHub https://github.com/Drupal4Gov/Drupal-GovCon-2015/issues/134#issuecomment-122302275 .

Kirsten http://uniongal.blogspot.com Join Uniongal on Reddit http://www.reddit.com/r/Uniongal/

timwood commented 9 years ago

Changed "Administer ticket registration states" permission on live site to allow "attendee manager" role.

timwood commented 9 years ago

Nope, that wasn't the right perm. That was for changing/adding/removing ticket STATES. Duh, Tim.

timwood commented 9 years ago

Gave "attendee manager" role "View all registrations" and "Edit all registrations" perms.

jdearie commented 9 years ago

Was thinking column order on the /ci view should be: last name - first name - dietary need - email - org

Also - in addition to checking in, is there a quick way to update dietary need from the same view? or at least provide a link to the individual ticket so we can update meals?

This way we can export the most current dietary needs each day?

timwood commented 9 years ago

I've changed the order, but put the "Check-in" action column first, with the intent for @jonraedeke to style it as a button and not 99% width (the default for the theme table styling for first column). It felt like too much linked text when it was in a column with or next to "Edit ticket", which I added as well.

I hadn't thought of updating dietary need, for those that might have missed that or had this change since registering, good idea.

timwood commented 9 years ago

Since I'm using Flag and Rules I can send an email to the attendee on check-in. It could include a thank you and also important info/links. @jdearie @bendygirl Do you think there is value in this email? What about when the wrong user is checked in, I can't really account for that with simple rules. Here's what I have so far for the check-in email template, mostly taken from other rules based email templates we build.

Hi timwood, Thanks for checking into the conference! Have a blast!

Subscribe to our newsletter: http://eepurl.com/bbJASn

Follow us on social media: https://twitter.com/drupalgovcon https://plus.google.com/+Drupal4Gov https://www.facebook.com/DrupalGovCon

-- Drupal GovCon team

timwood commented 9 years ago

Okay, so the view, flag and rules are finished. Check out the view at https://www.drupalgovcon.org/ci. Should be restricted to Admins and attendee manager.

@jonraedeke When you have a chance, can you please style the flag column "Check-in attendee" to be more like a button? You can pull down a copy of the site from production as I didn't do any of this in Features, yet.

BE VERY CAREFUL when working with this view, one click and a user will be checked in and email sent.

timwood commented 9 years ago

The checkbox looks great, @jonraedeke! But it looks like the Check-in view still has 99% width on the first column. You may need to view as non-admin to style.

screen shot 2015-07-17 at 11 46 16 pm
jonraedeke commented 9 years ago

@timwood Thanks, should be fixed now.

timwood commented 9 years ago

@jonraedeke I just tested the check-in checkbox and it works great, but hides the Flag messages associated with the flagging and unflagging action. I could see the top of the text inside the red box when checked. Can you make it so that text shows somewhere near the box as feedback?

timwood commented 9 years ago

Here's what I ended up with in the email template:

Hi [ticket:field-profile-first] [ticket:field-profile-last], Thanks for checking into the conference. The next three days are packed with opportunities -- make sure you make the most of them. Make the time to get to know the great people in this community. Say hello to someone you don't know...start a conversation in the hallway. Attend a Birds of a Feather. Visit a booth and ask questions. Sign up to mentor at the mentoring area. We hope you have a blast this year!

Here are some important links you may want to reference during the conference:

You can always find the most recent information on the conference schedule, rooms and times on our site at: https://www.drupalgovcon.org/drupal-govcon-2015/schedule

Build or reference your Schedule: https://www.drupalgovcon.org/drupal-govcon-2015/schedule/mine

Birds of a Feather: https://www.drupalgovcon.org/drupal-govcon-2015/bofs

Conference layout: https://www.drupalgovcon.org/drupal-govcon-2015/floor-layouts

Share your notes about the sessions you attend on our Hackpad: https://drupalgovcon2015.hackpad.com/

Subscribe to our newsletter: http://eepurl.com/bbJASn

Follow us on social media: https://twitter.com/drupalgovcon https://plus.google.com/+Drupal4Gov https://www.facebook.com/DrupalGovCon

-- [site:name] team

timwood commented 9 years ago

Done!