CiviCRM Community Forums (archive)

Our organization sends out short-term mission teams at different times of the year.  Team members are organized into a team number (Team 507).  And the team members have to follow a certain set of steps prior to the trip (filling out forms, paying fees, etc).  Pretty standard scenario.

I'd like to get feedback on the best way to set up these short-term teams.  Should a specific team be a Group (so we'd have a group called "Team 507" with individuals put into that group)?  Or is this a more suitable case for CiviMember?  Or is it even a relationship (Team is a custom contact type with individuals relating to that)?

Also, once they are set up, what's the best way to track the checklist of items they need to complete?  Simple Activities?

Thanks, I'd appreciate any feedback.

I created custom data groups and profiles with required fields.  Then the profiles are to be used with Drupals user edit.  Then I created a module that looks at which groups have the required fields populated and shows the progress of the profile.  And until the user has filled out x% of the profile then the user can accepts the terms and conditions and submit that information to the event leader.

In my case my teams are divided by event, so each team belongs to one event, also short term missions.  So I created smart groups that the contacts are registered to the event.

www.northtexasmissions.org

First, nice site, looks great.  Thanks for the tip on the profile/custom fields idea.  We currently have internal folks doing checklists, having custom fields for that is perfect (and we can then search on those fields plus the event to get reporting on which contacts are complete).

Any chance I could get a peak at the module you created which checks for x% complete?  I'd love to have an example if that's ok.

Thanks again.

we are proposing this model in our canvassing / campaigning work

http://wiki.civicrm.org/confluence/display/CRM/CiviCRM+for+Canvassing+and+GOTV

i think our first phase we will have some rough hacks to get this to work. Once we raise more money we'll consider cleaning it up

lobo

Attached is the module I used and look at the build_profile_completeness_block function to see the block, and see at civicrm_addons_user to see how I placed on the edit view of the users profile.

Quote from: TravelingPharaoh on May 14, 2010, 02:50:47 pm

I created custom data groups and profiles with required fields.  Then the profiles are to be used with Drupals user edit.  Then I created a module that looks at which groups have the required fields populated and shows the progress of the profile.  And until the user has filled out x% of the profile then the user can accepts the terms and conditions and submit that information to the event leader.

In my case my teams are divided by event, so each team belongs to one event, also short term missions.  So I created smart groups that the contacts are registered to the event.

www.northtexasmissions.org

First, nice site, looks great.  Thanks for the tip on the profile/custom fields idea.  We currently have internal folks doing checklists, having custom fields for that is perfect (and we can then search on those fields plus the event to get reporting on which contacts are complete).

Any chance I could get a peak at the module you created which checks for x% complete?  I'd love to have an example if that's ok.

Thanks again.