Author Topic: more membership musings - expelled and resigned (Read 2531 times)

petednz · February 14, 2008, 07:12:48 pm

Many moons ago I raised the issue of how to deal with a member who needs a special case in terms of membership eg resigned. http://forum.civicrm.org/index.php/topic,1023.0.html

Having another go at membership rules I came across http://wiki.civicrm.org/confluence/display/CRMDOC/Membership+Status+Rules which suggests

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Administrator Only? - Check this box if this status is for use by administrative staff only. If checked, this status is never automatically assigned by CiviMember. EXAMPLE: This setting can be useful for special case statuses like "Non-expiring", "Barred" or "Expelled", etc. that you want only administrators to view.

Well, expelled and barred both sound to me like the same circumstances as 'resigned' - ie the end of their membership does not fit the rules around 'start' 'end' etc. So i set up a status called 'resigned' and ticked 'admin' thinking this might give me the right to apply it, but in trying to set up the rule I immediately run in to problems, namely what is the 'start' and 'end' date I should apply?

Having set it up, I then opened an existing member and went 'edit' membership, expecting to see 'resigned' appear as an option but no joy.

So it seems that this isn't really an option - or am i missing the point. What was meant in the above quote.

Also spotted that if i try to terminate an existing recent member - who is still in their 'new' period based on their 'join' date - by manually changing the 'end' date to today - it still lists them as 'new'! Seems there may need to be a hierarchy that 'status' needs to run from end date, if the end date has passed, rather than from the 'start' or 'join' date.

All useful functionality I believe.

Dave Greenberg · February 15, 2008, 11:04:52 am

Peter - You're on the right track with Expelled / Barred. In order to apply one of these "Admin only" statuses to membership, the "trick" is to check the "Status Hold" box when editing the membership. This gives you a field with the list of all available statuses and you can apply your "special" statuses. Checking the box also has the important effect of preventing the UpdateMembership cron-run script from automatically updating the status of that membership.

Current "explanation" for this checkbox is:

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Membership status is set and updated automatically based on your configured membership status rules. Check this box if you want to bypass this process, and manually set a status for this membership. The selected status which will remain in force unless it is again modified on this screen.

Given that you didn't figure out how to set your Expelled status - I suspect the description and/or field label could use some tweaking :-) Suggestions welcome!

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Also spotted that if i try to terminate an existing recent member - who is still in their 'new' period based on their 'join' date - by manually changing the 'end' date to today - it still lists them as 'new'! Seems there may need to be a hierarchy that 'status' needs to run from end date, if the end date has passed, rather than from the 'start' or 'join' date.

This is sort of a bug - but not easy to fix - since the code is just following the "rules" for "New", and using the "hierarchy" of which rules to apply in what order - which is set by the Weight of the rules. The "preferred" way of doing what you were trying to do (forcing "expired" status) is to use "Status Hold" and set desired status.

petednz · February 15, 2008, 01:24:00 pm

This is good

.
Perhaps if the descriptor had something like

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Check this box if you want to bypass this process, and APPLY ONE OF THE NON-STANDARD MEMBERSHIP STATUSES EG CANCELLED, EXPELLED, RESIGNED.

Not sure if that does it but does provide a pointer to what it can do.

As for the other point re hierarchy of rules, it becomes a non-issue now I understand the 'status hold' feature.

Actually maybe 'Status Override' is better than 'Status Hold'

petednz · February 15, 2008, 01:37:42 pm

And perhaps in http://wiki.civicrm.org/confluence/display/CRMDOC/Membership+Status+Rules it could be changed to say (in caps)

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Administrator Only? - Check this box if this status is for use by administrative staff only. If checked, this status is never automatically assigned by CiviMember. EXAMPLE: This setting can be useful for special case statuses like "Non-expiring", "Barred" or "Expelled", etc. that you want only administrators to view. TO APPLY THESE YOU NEED TO TICK THE 'STATUS HOLD/OVERRIDE' OPTION

And maybe it also needs to make reference to the fact that there is a Status Hold/Override option in a contact's membership settings?

petednz · February 15, 2008, 01:43:43 pm

My brain is getting numb I think.
When I set up the 'resigned' status, what is the logical option for 'start' and 'end' dates? None of the options: join, start, end, are intuitive.

The status of 'resigned' commences when I define. Is this the 'start' date - ie when I start the status of 'resigned. And if so what is the 'end'? Resigned doesn't end - or it is the end!

So is the 'start' date based on the 'end' option? $:-\$

Dave Greenberg · February 15, 2008, 05:11:05 pm

For 2.0 - the "Status Hold?" flag has been renamed to "Status Override" - which I agree is clearer. I've added rollover help to that field based on your feedback on the related thread.

On the Membership Status admin form and the wiki - I've modified the explanation for the "Adminstrator Only" flag to read:

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Is this status for use by administrative staff only? If checked, this status is never automatically assigned by CiviMember. It is assigned it to a contact's Membership by checking the Status Override flag when adding or editing the Membership record. Start and End Event settings are ignored for Administrator statuses. EXAMPLE: This setting can be useful for special case statuses like "Non-expiring", "Barred" or "Expelled", etc.

As noted above - the Start and End Events are not relevant for an Administrator status - since it is set manually and is not updated dynamically / automatically.

petednz · February 15, 2008, 07:46:59 pm

That's all great Dave. You have a surplus 'it' here

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It is assigned IT to a contact's Membership

Also I totally understand that the Start and End date are not relevant in such cases. Unfortunately the Membership Status Rules page requires them to be filled in - indeed the page won't Save unless Start has been filled in.

Not sure of the easiest fix - whether you change the set up so there is an option in the dropdown such as 'not applicable' or you add something to the notes suggesting people just select 'start' for start and 'end' for end for such special cases.

Know this will seem a pain. Promise I won't suggest anything else

- oh yes, now what was I going to say about Activities ....

Dave Greenberg · February 18, 2008, 10:18:20 am

I'm trying to avoid confusing folks by adding a lot of extra verbiage about this "exception case" (admin only statuses) - but I've fixed the typo and added a prominent note in the wiki doc (below the Start Event field):

http://wiki.civicrm.org/confluence/display/CRMDOC/Membership+Status+Rules

... hopefully this is sufficient.

thx!
dave

petednz · February 18, 2008, 12:01:02 pm

All looks good to me. Thx

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Author Topic: more membership musings - expelled and resigned (Read 2531 times)

petednz

more membership musings - expelled and resigned

Dave Greenberg

Re: more membership musings - expelled and resigned

petednz

Re: more membership musings - expelled and resigned

petednz

Re: more membership musings - expelled and resigned

petednz

Re: more membership musings - expelled and resigned

Dave Greenberg

Re: more membership musings - expelled and resigned

petednz

Re: more membership musings - expelled and resigned

Dave Greenberg

Re: more membership musings - expelled and resigned

petednz

Re: more membership musings - expelled and resigned