SPE-GCS Punch List

SPE-GS Punch List

My comments are below in red - Tabitha

Notes:

Being that this is Tendenci version 5.0 and much of what we develop is client driven some of the requested items may come up in the future as global updates, but I would like to focus on getting the site completed as proposed and getting you all live as soon as possible.

 

 

 

UPDATES 12/19/2012 - latest punch list for go live

 

23.   Due Date: After go live E- newsletter should be organized exactly like the print newsletters by date.

UPDATE This is extra work, as the content has been added one time already and will have to be redone to accomodate a change in preference. The current page is setup like the current live site. We can use webmaster time for this, but not project time. This will take hours of time).

46.   Due Date: Friday site registration form: 

When you register for the site you should get page saying “Thank you for registering at www.spegcs.org. You should be receiving a conformation email shortly… If you are not a SPEi member, please click here to join us. This will allow you to register for SPE-GCS events at the discounted member prices as well as all of the other SPEi membership benefits like receiving our newsletter in the mail.” Also should have a link to join study groups. (or better yet when they click the link to confirm they should get a page that states Also say “If you would like to be notified about certain study group activities please join a study group listserve – click here.”

Done) I updated the user registration completion page at http://schipul-spegcs.herokuapp.com/accounts/register/complete/ to show the text. This is where you are redirected if you register at http://schipul-spegcs.herokuapp.com/accounts/register/, which is linked in the utility nav and the bottom of the login page. 

 

54. Due Date: After go live allow choice when registering for an event to choose webinar option (if set up for a webinar) and then it email the webinar information in the emailed receipt.  – make help file please help files almost blank. 

We will discuss after go live. The software will allow for different pricing for webinars, editing the text of the registration, etc.... but it does not currentlyt send two different emails based on whether you pick webinar or not.

Schipul "likes" the suggestion... but it isn't built for go live. It is possible this will be extra cost.

 

58. Due Date: After go live business directory need to add a link here – “be added to business directory”

 

Same as above. We will discuss after go live. It is possible, but may cost extra.

 

75. Due Date: Friday committee officers table does not match the others? You are not able to click to ask questions even if you are logged in.  you should still be able to ask questions if you are not logged in. 

 

Done) I updated the templates to link to email address or '#' if no email address is found.

 

103. Due Date: After go live library should just have listed links not the large boxes for each file.

This would require extra cost to change to meet your preference.

 

 

104. Due Date: After go live help files should just have listed links not large boxes for each file. In addition  - when I click All help files this is where a list of all the help files should be. 

This is the same as the files. a preference chanbge can be made... but it will be extra cost.

 

 

109. ****Due Date: Friday – this is very important to SPE***** to register for the site you must put a member number. Put a link to SPEi to become a member here if they are not a member. 

This is not an option as that is not how the software is designed. Nor can I ethically make that change as it would damage SPEGCS. Specificallly For security reasons, to protect the membership database and prevent blacklisting and fraud from being directed at your site, the Django Framework we rebuilt Tendenci 5.1 on does not support this. I have specificallly discussed this with Valierie on several occassions. It is theoretically possible to bypass these security measures with custom progrramming but a very bad idea. See this help file for more information. ~Ed

http://www.tendenci.com/help-files/membership-and-login-security-requirements-tendenci/

Similarly the ONLY location on the site that extends "honor system" memberid entry for member benefits is event registration to facilitate joint events with partner organizations. There is not and the system does not support entering a memberid for actions like posting a resume. The ONLY way to enable a member is through membership imports from SPEI (standard long standing practice - Jeannie Perdue has been helping us with this) or through an administrator (super_user) manually creating a record. The road map, as in Tendenci 4, has not plans to reduce security. This is a complex issue but I promise this is in your best interest. ~ Ed Schipul (281)497-6567 x 500

 

 

 

112. Due Date: Friday last picture in the rotating pictures is blank on the home page

 

Adding 8 pictures to default rotator to make sure we do  not hit the limit. IN progress.

 

 

113. Due Date: Friday the pictures for library files have disappeared?

 

updated
http://schipul-spegcs.herokuapp.com/file-library/

 

 

 

UPDATES 12/18/2012

Added Help Files:

1.  http://schipul-spegcs.herokuapp.com/help-files/how-do-i-add-file-file-library-and-categorize-it/

2.  http://schipul-spegcs.herokuapp.com/help-files/how-do-i-create-a-link-to-download-a-file/

3. http://schipul-spegcs.herokuapp.com/help-files/how-do-i-add-a-link-to-download-a-file-in-a-paragraph/

4.  http://schipul-spegcs.herokuapp.com/help-files/how-do-i-add-or-edit-officer-positions/

5.  http://schipul-spegcs.herokuapp.com/help-files/how-do-i-add-users-group/

UPDATES 12/18/2012

Manual Group Update

1.  Manually audited and edited groups to ensure correct settings and making not-in-use groups set to not display in dropdowns to provide ease of use for those using the site at SPEGCS

UPDATES 12/18/2012

Scholarship Committee Page

1.  Link updated to go to "instructions" http://schipul-spegcs.herokuapp.com/committees/scholarship-internship/

2.  Updated Attachment on Scholarship Instruction Page page to this:  http://schipul-spegcs.herokuapp.com/scholarship-application-instructions/

****Please do not send content in PDF format as it is difficult to pull and reformatt for the web;  Word or Text Documents only.  This project is a migration of existing content and SPEGCS is responsible for newly added content here after.

UPDATES 12/18/2012

Print Newsletters

Updated and started row for 2013: http://schipul-spegcs.herokuapp.com/newsletter-archives/

UPDATES 12/18/2012

Revised Comments in items below per modifications and Valerie.

---------------------------------------------------------------------------------------

Black text below is SPEGCS/ RED comments are Schipul

1.  Make business directory have subcategory either ind. Contractor or company –.  – have category and subcatergory required. - Again, this is not a function of the software at this time.  The categories and subcategories are there, but are not required. 

Add help file to show how to add/edit categories - This was created August 20th.

UPDATED 12/17/12: As Stated, we cannot hold only pre-determined categories to choose from at this time.  This falls under custom modification to existing modules that was not included in this project.  We love to hear requests since Tendenci is client driven software, however it is not a function at this time.

 


 

2. Have categories that you can search through for jobs as well as categories for resumes (note that the person when posting a job or resume has to select a category listed)– Subash will populate categories of old jobs. 

Subash has provided the list of categories and subcategories for jobs and directories.  As of now, the Tendenci Software does not include categories or subcategories for resumes.

You should not be able to see jobs unless you are logged in with a member id. 

From recent correspondence, it is my understanding that Jobs will be viewable to the public.


 

3. E- newsletter should be organized exactly like the print newsletters by date.

The way the E-newsletters are organized now allow for them to be searched and allow for them to be listed without manual conversion to a PDF File and manual upload of a PDF File.  This also allows room for future flexibilty as after time, there can be an unlimited # of E-Newsletters without crowding a CMS Page.  We migrated them over as they were on the current site.  We would need PDF versions of this to implement.

See here:  http://www.spegcs.org/en/articles/articles_view.asp

Where are the 2012 sep – nov issues of the print newsletter?  We do not publish the print newsletter and would need these.  If they are provided, we can help place them on the site.  We migrated over the data that was availablehel.


 

4.   Site registration form:

 Have Become a SPEi member – that links to SPEi webpage.

Under become a SPE member should have verbiage “This will allow you to register for SPE-GCS events at the discounted member prices as well as all of the other SPEi membership benefits like receiving our newsletter in the mail.”

When you register for the site you should get page saying “Thank you for registering at www.spegcs.org. You should be receiving a conformation email shortly… If you are not a SPEi member, please click here to join us. This will allow you to register for SPE-GCS events at the discounted member prices as well as all of the other SPEi membership benefits like receiving our newsletter in the mail.” Also should have a link to join study groups. (or better yet when they click the link to confirm they should get a page that states Also say “If you would like to be notified about certain study group activities please join a study group listserve – click here.”

Site Registration Page: http://schipul-spegcs.herokuapp.com/accounts/register/

We cannot add teh member # text field to the registration form at this time.  This is for someone to register as a site user, not a member - that is done through SPEI.  

Currently, when you reveive a confirmation email, you are directed to the site to confirm, then redirected to join a study group.  I will send more information on this later in the day - TJK 12/12/2012

 

UPDATE 12/17/2012:  The email confirmation now states the following:

The completion page now states the following and the confirmation email sends an activation link that redirects the user to join a study group.

<p>{% trans "Thank you for registering with us!<br><brYour account is not activated yet. <br/>
  
  <pYou should be receiving a conformation email shortly… If you are not a SPEi member, please <href="http://spei.org/join" target="_blank"CLICK HERE>click here to join us. This will allow you to register for SPE-GCS events at the discounted member prices as well as all of the other SPEi membership benefits like receiving our newsletter in the mail. Please check your email to confirm the activation. %}​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​
  {% endblock %}​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​


 

5.  Scholarship Forms - updating.  Pages were brought over, I need to link them up and modify for T5.  Custom File Library related items will be added on file library completion. Please get with gabby and get this straight.

Gabby has provided updated information and text.  Pending approval to nix the officers list and other updates depending on SPEGCS.


6. Governance information from old site should be under file management library connected to board of directors page?

Yes, updated 11/14/2012 - Did you want to hide the actual governance page as well?


 

7.  Business directory  need to add a link here – “be added to business directory”

This tab was added in the past under Media and Advertising per your request. It is also available through the directory drop down seen below on the actual directory page.

2012-12-12_1218.png

 


 

8.  delete  the following from the calendar - After deleting these on the Calendar make two columns.

Please see current Calendar: http://schipul-spegcs.herokuapp.com/events/month/

Items were deleted and the event type list is the same length as the calendar.  Making two columns, as discussed, would shrink the calendar significantly.  Please review and let me know your thoughts.


 

9.  newsletter sign up – this need to be two forms one for e-newsletter and the other for gcs members to get print newsletter. This is how it was at one time and we had approved the verbiage there as well. What happened to this? To sign up for the print newsletter there should be a link to become a spei member to get this benefit.

The form has been just one sign up.  There is only the E-Newsletter sign up form.  http://schipul-spegcs.herokuapp.com/forms/sign-up-for-our-newsletter/  If you wish for the enewsletter form to be private, I can have it set to be viewable to only those who are logged in.

Having it public may help promote SPEGCS and get more folks to sign up on SPE.org

For the Print Newsletter:  This is how it reads on the current site as well.  The print newsletter goes out to those who sign up on the SPEI site, so there names will be automatically added with user registration.  Since membership benefits include the print newsletter, this list will come from members, not a form.

I will add text to the standard ENewsletter form to join SPEI for the print newsletter if you like ... otherwise this form has not changed from previous versions.

http://schipul-spegcs.herokuapp.com/forms/sign-up-for-our-newsletter/


 

10.  What happen to the verbiage on the submit a photo that was approved about the contest and the form?

I have not updated this form since I made it.  http://schipul-spegcs.herokuapp.com/forms/submit-your-photo/ 

With all the numerous communications, could have missed this. Send info on a photo contenst if it's available and I can update it for you.

The last update i can find for this was:   Submit an newsletter article or picture dropdown -  form for them to fill out – name, email address, company, and box to submit article or write up. this should be sent  to SPEGCS Editor (editor@spegcs.org). there should also be a disclaimer here stating “Submissions are fully subject to availability of print space and approval of the editor”

The disclaimer was added previously. 


 

11.  Committee officers table does not match the others? You are not able to click to ask questions.

Please Clarify

Updated 12/17/2012: Please define your request: 

You are not able to click to ask questions even if you are logged in.  you should still be able to ask questions if you are not logged in.


 

12. Add information about lone star and hcc ect on this page. People need to know about these programs and how they can apply – get with gabby on this. I have sent you her contact information.

Please send any further scholarship info and clarify where it should be placed on the site.


 

13. Add petrowiki link to website under career  resources at top  - www.petrowiki.org

Complete.


 

14.  Help file how do I create a link to a file someone can download off the site  is not working…also is this the same as “how do I add a file to the file library and categorize it?” if so lets change this.

I can look into this and update for you. 

UPDATED 12/13/12: Should be published by 12/13 - two+ help files


 

15. No pics should be in the file library.

I cannot restrict the software to not accept images.


 

16. There are about 8 files on the reservoir page that should be in the file library instead?

These were migrated as they were on the old/current site - as part of the content.  I am happy to add them to the file library, but did not remove them since they are displayed as such currently: http://www.spegcs.org/en/studygroups/display.asp?sgid=11


 

17. Westside program coordinator has an email not name, the vice treasurer is in all caps, and there is a file here that should be in the file library instead.

All display names (all caps etc) are shown how they were entered by the user and are controled by the users.  One would have to edit their profile to correct this.  Perhaps sending an email to all officers to update their profiles would be the quickest way to improve this.

The file looks recent and may have been added recently.  I can add it to the library, but do not want to remove it if someone has place it there in the last few months with the intention of showing it on the committee page.


 

18. water and waste management vice treasurer is not a name? and program coordinator name should be capitalized and no Ms title on publicity and secretary positions here.

All display names (all caps etc) are shown how they were entered by the user and are controled by the users.  One would have to edit their profile to correct this.  Perhaps sending an email to all officers to update their profiles would be the quickest way to improve this.


 

19. The board of directors officer positions need to be changed to include all of the board positions.

UPDATED 12/14/2012:  This is pending decision on making this a page vs. a committee.


 

20. Magic suitcase page should not have officers. Also I think we had some information on this that is not showing up here.

I can take away the officers, but the officers "title" still shows at the bottom.  The only way to remove this would be to make it a normal page.

http://schipul-spegcs.herokuapp.com/committees/magic-suitcase/

UPDATED 12/14/2012:   Please advise


 

For the following content realted items:

Need info/content from SPEGCS - Please have members or staff with content send the text or events your way and then send to Schipul with an explanation.  Too many points of contact can result in lost information and lost time if there are too many avenues - this also leaves Schipul to determine how to implement content from individuals which may not suit SPEGCS's vision and can result in lost time and budget.  This is why we have one main point of contact for SPEGCS and for Schipul.


 

21.  Energy4 me page – I believe Xuan had an explanation at the top of what this is, can we get that verbiage back?

This is the same info we have had for this page and what is currently on the current site.  Please advise.  I have not altered these.


 

22.  have Xuan give verbiage on the high school recruiting fair. Also ask her if we can make these events you can sign up for?

Clarify among SPEGCS, send info to Schipul.


 

23.  material request- ask xuan for a contact information here and more explanation? As this does  not make sense.

Clarify among SPEGCS, send info to Schipul.


 

24.    get info on scout merit badge days page from xuan and put here. Also make these events

Clarify among SPEGCS, send info to Schipul.


 

25.  STEM page this needs to be updated with just STEM events NOT the other things like high school recruiting fair and energy 4 me.

Please provide content and send to Schipul. We have up what is published on your current site here: http://www.spegcs.org/stem/


 

26. why are the executive committee  and publicity committees and why is it all blank? If not real committee this needs to be deleted. The files that belong under the publicity committee can be distributed under other things. This needs steve’s approval

Please clarify and determine a final list of what committees should show in the drop down.  SPEGCS can log in and re-organize files or change the groups they belong to at any time.  Let me know if I can assist with walking you through this process.


 

27.  when I am not logged on the site, when I go to seach SPE GCS memebers, there should be a member # box and  some verbiage saying this is a SPEi member benefit click here if you would like to be come an SPEi member.,

This is a standard function of the software.  There is a log in screen to gain access to the site - there is a universal login screen and customization of this would be in addition to the project.

This is the same way it function on the current spegcs site now: http://spegcs.org/en/users/login.asp?/en/users/search.asp?


 

28.  when I am not logged into the site when I go to the library there should be a member # box and  some verbiage saying this is a SPEi member benefit click here if you would like to become an SPEi member.
 

UPDATED 12/14/2012:  Valerie, we cannot add a text field to enter a member # for this page, but if they have log in credentials they should already have a member ID.  I was able to update your log in page today though. 

This will be the default for all private pages trying to be viewed by the public:

Screen Shot

2012-12-14_1219.png


 

29. Media and advertising>be added to the business directory - prices need to be stated here.

They already are as part of the functionality of the software.

http://schipul-spegcs.herokuapp.com/directories/add/

 


  

30. David Tumino is the chair for programs

David has several usernames, none of which were tied to Programs.  I added him to the groups so that the committee page could pull his name from the "Programs" list of members.

 


 

31. newsletter committee page should have a link to the print newsletters and enewsletter pages.

We brougth over the content as is on the current site.  We can add links - Looks like Lukas Newman was the last to update this page.  I can add the links and Lukas or another member can format or change to suit your needs.

http://schipul-spegcs.herokuapp.com/committees/newsletter/

 


 

32. sporting clays chair should not have mr. on it.

All display names (all caps etc) are shown how they were entered by the user and are controled by the users.  One would have to edit their profile to correct this.  Perhaps sending an email to all officers to update their profiles would be the quickest way to improve this.

 


 

33. Under get involved blue box – member – link is not connecting right.

Done - This goes here, please review: http://www.spe.org/join/

 


 

34. Under get involved blue box – join a study group – link is not connecting to correct form.

Done - This goes here, please review:  http://schipul-spegcs.herokuapp.com/forms/join-a-study-group/

 


 

35. When I am not logged on to the site, I cannot see jobs or resumes.

Jobs:  I am taking care of this.

Resumes:  I'm not clear on whether you would like these private or public.

 UPDATED 12/14/2012:  Jobs are viewable to the public, resumes are still private


36.  Add the option of "N/A" to Committees for non applicable positions. 

Complete.

UPDATED 12/13/12:


37.  Update "oops message to be more user friendly.

UPDATED 12/13/12: Complete.  Now states: 

<p>{% trans "To renew your membership, visit the <href="http://spe.org/join/" target_blank>{% trans "SPEI Membership Page." %}</a>" %}</p<br/>If you feel you have reached this page in error and are unable to refresh, please contact the website administrator <href="/forms/contact-spegcs/">{% trans "by clicking here." %}</a>" %}</p>
    <p>{% blocktrans with request.get_full_path as reqpath %}You may want to <href="{{ reqpath }}">try this page again</ain a little bit.{% endblocktrans %}</p>
{% endblock %}

 


38.  Board of Directors Page Option to reflect current live site:

UPDATED 12/13/12:  Options send to Valerie and SPEGCS, pending decision on page vs committee.


39.  library should just have listed links not the large boxes for each file.

They way files and other elements are listed in Tendenci is a function of the software and cannot change. Customization of software function is additional to the project.


40.  Help files should just have listed links not large boxes for each file.

They way files and other elements are listed in Tendenci is a function of the software and cannot change. Customization of software function is additional to the project.


41.Committees should be alphabetical

Complete.


42. Add R&D Study Group

Complete.

 


43.  Magic Suitcase:  Per Request is now a standard page with no officers.

 


44. when I am not logged on the site, when I go to search SPE GCS members, there should be a member # box and  some verbiage saying this is a SPEi member benefit click here if you would like to be come an SPEi member.

This is the same as item # 28.  We have updated this function to the best functionality within the project scope and what is possible on the current version of Tendenci.  This was completed along with item #28 and is the same screen:

http://schipul-spegcs.herokuapp.com/accounts/login/?next=/profiles/search/

 


45.   media and advertising>be added to the business directory - prices need to be stated here even if you are not logged in you should see this.

Please clarify what you would like to be public.  If the directories are private, then the user would need to be logged in.