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Expert Panelists and Academic in Residence #58

Open paulstewart opened 6 years ago

paulstewart commented 6 years ago

We never had contact status roles on Expert Panelists and Academic in Residence (was never addressed).. plus what type of membership records need to be created for them. Right now, we only have EN Staff which would give them full admin access (right)? So is it just "member" membership record? We need to figure out if Billy even has those 2 contact status roles being checked and synced.

Sang

paulstewart commented 6 years ago

@sang-entech Can you please elaborate on this one? @bgunn will respond.

bgunn commented 6 years ago

EN currently supports the following roles including Academic in Residence.

stafflimited staff ccd ed (Executive Director) air (Academic in Residence) demo member reference expert (Maybe this is Expert Panelists?) guest

3 of these roles are managed automatically as part of the import process and those are ed, air, and staff. They are managed based on the Membership_Status__c field of the Contact record. The expected field values are one of:

EN Executive Director EN Academic in Residence EN Staff

So for your question, academic in residence is already handled. If a contact record has the membership status set to "EN Academic in Residence" the user will be added to EN with that role. To support expert panelist in the same way you would add a a membership status option of EN Expert Panelist and then we would need to update the importer code to look for and handle that role. The development time to add the code and test would be about 3 hours.

sang-entech commented 6 years ago

Hi Billy.. I need few clarifications on the sync/import process for my education:

  1. What is the trigger that adds SF contact into sync/import queue? And what fields are used in Sync criteria?

(I thought it was member records with the status of "Active" and "Active - Open" that triggered the queue. Then uses the Membership_Status__c field to figure out what role they have in ENsight. From reading your post.. I guess it's the opposite?)

  1. How is Member records used in sync? Is that for just Network(s) that the contact belongs in?

  2. How should we be handle Member records for Executive Directors, Academic in Residence, & Expert Panelist? Do they even need Member records?

  3. If we add the Expert Panelists (expert) into this sync/import processes, will it have ANY affect ON anything that Matt has been working on? Currently, Expert Panelists are manually inputted into ENsight with "expert" role and that gets synced into ENgage app that we are starting to use. (I can have our staff remove the current Expert Panelists off the system so we can have a clean slate, if you need.)

  4. Uni-Lateral / Bi-Lateral. You mentioned that when members go into their own profile, it forces uni-lateral sync from ENsight to SF. Did we ever change it so that it reverts back to bi-lateral sync after couple of days?

IF there are no impact on ENsight/ENgage sprint development, we would like for you to go ahead and implement/test this as soon as possible (with your availability).

Thanks,

Sang

bgunn commented 6 years ago

Hi Sang. Answers below and feel free to keep asking questions of me if my answers still aren't clear to you.

  1. What is the trigger that adds SF contact into sync/import queue? And what fields are used in Sync criteria?

They way you thought this worked is close but a little mixed up. When it comes to importing users into the system there are two general types of imports that happen.

Member import: This is based on membership records and the member status as you mentioned however for member imports the role is hard coded to member and the Membership_Status__c contact field is not used.

EN non-member users: These users of which there are currently 3 types are imported based on the Membership_Status__c contact field. These users do not require a member record. The are granted access to the system permissions based on their role. The 3 types are staff, academic in residence, and executive director. This is what we would expand on to automate adding expert panelists.

  1. How is Member records used in sync? Is that for just Network(s) that the contact belongs in?

Member records are used for determining if the user is can access the system (an active record) and what network they belong to.

  1. How should we be handle Member records for Executive Directors, Academic in Residence, & Expert Panelist? Do they even need Member records?

Member records are not needed for these types of users.

  1. If we add the Expert Panelists (expert) into this sync/import processes, will it have ANY affect ON anything that Matt has been working on?

I would sync up on Matt about this however it would mostly likely not have any affect. All we are talking about here is automating what you are already doing. Add EN Expert Panelist as an option to the available Membership_Status__c options and add update the import code. The last step would be to add the en_role definition however that has already been done as the expert role type already exists.

  1. Uni-Lateral / Bi-Lateral. You mentioned that when members go into their own profile, it forces uni-lateral sync from ENsight to SF. Did we ever change it so that it reverts back to bi-lateral sync after couple of days?

We never changed this. We did find code that reverts all settings back to bi-lateral when an upgrade() is run. upgrade() is an Elgg method triggered manually by hitting a specific URL as an admin that triggers any code hooked into the upgrade system to run. Apparently I added this code but I do not remember the details about why. I assume someone else wanted what you are asking for and that was the ability to make SF the source of truth for a specific user field after it had been changed by a user.

I don't see any impact in doing this and it would support your existing workflows. I will work with Paul on scheduling.

Cheers, Billy

beck24 commented 6 years ago

For the record it wouldn't have any effect on the expert listings in the ENgage app as long they were using the same role definition (which they would).

sang-entech commented 6 years ago

Thanks guys!

One last question: For "staff" role, do we even need the "EN Staff" or "Staff Net" member record? I think we have been using these for EN employees thinking that was required.

I will add "EN Expert Panelist" into the Membership_Status__c list in Salesforce. Please map that to "expert" role in ENisght.

Please let Paul know that we already got budgeting and approval to move forward on this so if you could schedule us as soon as possible and have this implemented, that'll be greatly appreciated.

We would really ike to use EmailtoSalesforce BCC function that will log email communications with the Expert Panelists automatically as the meeting season is about to commence.

Thanks again!

Sang

bgunn commented 6 years ago

The only purpose that I can see of the staff member record is to get users into the staff network. I think early on there was some plans for the staff network. If you do not need your staff users to be added into that network then I am pretty sure you do not need membership records for them either.

I will sync with Paul asap on determining when this work can be completed and we will let you know.

ncadjan commented 6 years ago

We need the Staff network to give staff access to ENAsk posts. Without it, we have to manually add them (and remember that)

From: Billy Gunn notifications@github.com Reply-To: arckinteractive/en-issues reply@reply.github.com Date: Tuesday, March 27, 2018 at 5:16 PM To: arckinteractive/en-issues en-issues@noreply.github.com Cc: Nancy Cadjan ncadjan@executivenetworks.com, Assign assign@noreply.github.com Subject: Re: [arckinteractive/en-issues] Expert Panelists and Academic in Residence (#58)

The only purpose that I can see of the staff member record is to get users into the staff network. I think early on there was some plans for the staff network. If you do not need your staff users to be added into that network then I am pretty sure you do not need membership records for them either.

I will sync with Paul asap on determining when this work can be completed and we will let you know.

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