Member Alerts (Tasks)

Certain actions trigger specific Member Alerts (tasks) to be created for a user. For example, when a new user is entered in to the system, an alert to take the person's photo is created. When a new user without a photo signs in for the day, an email is sent out to the team to perform the task. When a member's membership ends, an alert is created to take their photo down from the wall.

Resolving, Muting, and Assigning

• Resolve: Indicates a task has been completed. Example: The photo has been taken down.
• Mute:. Indicates the task was not, and will not be completed. Example: We are going to leave the photo up.
• Assigned: The task is not completed, but will be by a specific team member.
• Notes: You can save notes about a task. Example: Waiting on photo for haircut appointment. When muting a task the note is required to indicate why it was not completed.

Alerts

• PAPERWORK: Received Paperwork
• MEMBER_INFO: Enter & File Member Information
• MEMBER_AGREEMENT: Sign Membership Agreement
• TAKE_PHOTO: Take Photo
• UPLOAD_PHOTO: Upload Photo
• POST_PHOTO: Print & Post Photo
• ORIENTATION: New Member Orientation
• ONE_MONTH: One Month Check-in
• KEY_AGREEMENT: Key Training & Agreement
• STALE_MEMBER: Stale Membership
• ASSIGN_CABINET: Assign a File Cabinet
• ASSIGN_MAILBOX: Assign a Mailbox
• REMOVE_PHOTO: Remove Picture from Wall
• RETURN_DOOR_KEY: Take Back Keycard
• RETURN_DESK_KEY: Take Back File Cabinet Key
• REMOVE_MAILBOX: Remove Mailbox

System Alerts

System alerts can only be resolved automatically when the system detects the issue has been resolved.

• UPLOAD_PHOTO
• MEMBER_INFO
• MEMBER_AGREEMENT
• KEY_AGREEMENT
• STALE_MEMBER

Persistant Alerts

These alerts apply to members even if they are inactive.

• REMOVE_PHOTO
• RETURN_DOOR_KEY
• RETURN_DESK_KEY
• REMOVE_MAILBOX

Triggers

The following is a complete list of the various trigger actions and what the resulting actions of that trigger are.

• Periodic Check
  • Runs every hour (crontab)
  • Checks for ending membership
    • Triggers Ending Membership
  • Checks for stale members
    • Creates STALE_MEMBER alert
  • Checks for new members who have been here one month
    • Creates ONE_MONTH alert
• Ending Membership
  • Checks if the profile has a photo
    • Resolves POST_PHOTO
    • Creates REMOVE_PHOTO
• New Membership
  • Checks for missing Membership Information file
    • Creates PAPERWORK and MEMBER_INFO alerts
  • Checks for missing Membership Agreement file
    • Creates MEMBER_AGREEMENT alert
  • Checks for missing profile photo
    • Creates TAKE_PHOTO and UPLOAD_PHOTO
  • Creates POST_PHOTO and ORIENTATION alerts
  • Subscribe to all opt_out mailing lists
  • Invite to Slack
• Profile Save
  • Checks for profile photo
    • Resolves TAKE_PHOTO alert
    • Resolves UPLOAD_PHOTO alert
• File Upload
  • Checks for Membership Information file
    • Resolves PAPERWORK alert
    • Resolves MEMBER_INFO alert
  • Checks for Membership Agreement file
    • Resolves MEMBER_AGREEMENT alert
  • Checks for Key Agreement file
    • Resolves KEY_AGREEMENT alert
• Sign In
  • Resolves STALE_MEMBER alert
  • Check for first sign-in
    • Announce free trial
    • Send introduction
    • Subscribe to newsletter
  • Check for open alerts
    • Send manage member email to team
• New Desk
  • Resolve RETURN_DESK_KEY alert
  • Create ASSIGN_CABINET alert
• Ending Desk
  • Resolve ASSIGN_CABINET alert
  • Create RETURN_DESK_KEY alert
• New Key
  • Resolve RETURN_DOOR_KEY alert
  • Check for Key Agreement file
    • Create KEY_AGREEMENT alert
• Ending Key
  • Create RETURN_DOOR_KEY alert
• New Mail
  • Resolve REMOVE_MAILBOX alert
  • Create ASSIGN_MAILBOX alert
• Ending Mail
  • Resolve ASSIGN_MAILBOX alert
  • Create REMOVE_MAILBOX alert