Croquet England Directory Release Notes

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Database Help Online Croquet England Directory Help.

These notes outline significant changes affecting database users.

2021

December

Labels enhanced to allow sharing and easier use - see the labels help page for details
Many club and federation labels were removed and their holders connected to the CA's shared labels: Longman Cup Contact, Mary Rose Contact, AC Inter-Club Contact, Secretary's Shield Contact, Federations Shield Contact, Short Croquet Inter-Club Contact, GC Inter-Club Contact, GC Murphy Shield Contact, Club Handicapper (AC), Club Handicapper (GC), Club Safeguarding Officer, Federation Coaching Officer, Federation Development Officer, Federation Handicapper (AC), Federation Handicapper (GC), Federation Safeguarding Officer

May

The maximum number of holders for a label is now enforced and attempts to add one more than the maximum are diverted to allow the operator to replace an existing one.
The constraint on the maximum number of holders for administrator labels and the number of administrator labels allowed per organisation are now enforced
User interface enhanced in a number of places to make labels and groups clearer and easier to work with

April

In response to some confusion, when tournament officials enter a tournament, whether they pay online or record a payment direct to the club is clearer.
Labels and groups with a small number of assignees now display a list of people without needing to click to show it.
A Change Secretary button now allows a single click to change the club's main contact.
Label lists now have a button to change the assignment (rather than having to expire one and add another). Now that this is available, the number of assignments is strictly applied so that for example a club can't have two secretaries.
Clubs can now upload a CSV containing only new members and they will be added to the existing list. Members missing from the uploaded list are no longer removed as club members. Refer to the help pages for details of how the uploaded CSV is processed.
The graphic display of club members' handicaps is now accessible through the clubs app
- A number of clubs can be selected to display a comparison
- Federations can be displayed for comparison
- The app has been enhanced to summarise the handicap groups presented
- CA Members can be shown, as can anyone who is a CA or club member (a small, but perhaps significant, difference)
Clubs are now presented on a map with a "find my nearest club" facility
The links from the database home page's "My Clubs" section now go to the clubs app rather than the club record direct
Club details now include an information box listing who has admin permissions to update the club details
A mini-map is also shown in the club details, and club admins see a button to update the location, which leads to a fairly simple process to do it
Federation details now include a map of the federation member clubs, subject of course to the Federation admin including all the clubs who are not CA members
The main club map includes federation members who are not CA members, but the list of CA Member clubs does not
A system-admin function can "Check Geolocation of CA and Federation Member Clubs", which compares the geolocation of the stored club's postcode with the stored location and reports anything more than 0.2mi distant. Changelogs are checked and discrepancies only listed if the location coordinates have not been updated recently (I'll probably need to revisit this in time).

February

Privacy Override feature added to allow organisation officials to contact those who have asked not to share their contact details with fellow members
email All links changed to use BCC
Change Type function added, for example, to allow a label to be converted into a group (or vice-versa)
Provision upload of CSV file containing transactions to satisfy member subscription payments
Rules/Laws quiz bug fixed so clearing which question answered does not revert to Laws
Levy-days checks enhanced to highlight discrepancies in fees for Standard/Premium and the length of the event
Text updated for consistency: student/junior/young-person -> U25
"TBA" events not listed in fixtures calendar if a particular year to view is specified
Improvement to permissions granted to organisation officers (controlled through label parameters)

January

Bulk upload of subscription payment records.
Added tournament lookup by ID to TES home page
TES transaction report now has row-striping to visually group rows by transaction
Member Documents and news apps treat Executive Board members as Council
Block deleting a referenced Member Document until it is not referenced
Improved listings of Member Documents to assist identifying problems
Sorted out young persons' eligibility calculation (Young Person is under 25 on 1 Jan)
Levy report enhanced to make courses different rates
Improve explanation of Standard Membership
When expiring a CA membership - offer to transfer to Standard Member
Improve the display of references to Member Documents
Corrected problem with saving selected Inter-Counties GC teams
Removed Trends tab until underlying data collection is fixed

2020

December

Improved validation of names and addresses
Improved the registration process for new users
Add a changelog when a user registers a club membership as a record of the email to the club secretary
Improved detection and consolidation of duplicate people records

September

Permit clubs to update their own Fixtures Calendar entries

August

Laws/Rules quiz made AC/GC agnostic

June

Tournament and host club officials have "privacy override"
Improve the mechanism for removing a subscription and reporting a member's death
Get latest appointed club contact if more than one
Inactive accounts redirected to password recovery and then reactivated
Improved remove active connections from inactive entities
Add "Expire - No Active Connections" for active physicals with no active connections
Expire connected connections with their connectors in a bulk-update
Allow view payment when paid on behalf of the viewer by someone else
Use CSS animation to draw attention to user feedback messages
Update handicap uses a new simplified interface
Updated user feedback because tournaments are not full until their allocation date
Improved description of allocation and closing dates
Add donations to the net payment in levy report

April

Block changing (or creating) a subscription type named exactly like an existing one
Added simple update of handicap and email subscription

April 1

Withdraw button displayed in tournament entry with Donate to Club an option to Refund Fee, but only if a fee was paid (i.e. not if a complimentary entry for the manager)
Payment/Refund view form simplified to focus on the main purpose of the form.
- Details of what the payment/refund is for now hidden behind a twistie at the top - click for details.
Tournament Secretaries can cancel their tournaments even if they do not use TES - button in the event details view.
- Bulk withdraw players option but with suggestion to invite donations and a link for players to reach their withdrawal request with one click.
- Some tournament secretaries sent out the wrong link for players to withdraw their entry (it is tournament specific so if sent to someone not in that tournament it returned an error) - the user is now redirected to the list of their entries.
- User instructions for event cancellation improved.
Cancelled events are now shown in the home page Coming Up but struck out rather than just not visible so that it is clear they are cancelled.
Meetings with no venue now display as online rather than Venue TBA.
The Levy report now includes donations made by withdrawing players. Plus:
- Cancelled tournaments are shown struck-out (note: only listed in levy report if has entries).
- Future events lowlighted (as fees may yet be updated).
- Cancelled tournaments with players still entered into the event are highlighted because they need to be withdrawn.
Tournament entries view links direct to the relevant line on the levy report.
View All Payments/Refunds page simplified for speed and edit and withdraw buttons have been added.
TES admin/Tournament Secretaries only shown invalid entrant handicaps if they are the admin responsible for the event.
Entry list view highlights invalid handicaps when an event stipulates limits.
Tournament entries view lists withdrawn tournament entries with a link to withdrawal details.
Tournament Secretaries can no longer save an entry or withdrawal payment without specifying the payment method, which avoids so many unpaid payments and refunds.
Refunds for withdrawals that are donations to the club are excluded from the online transactions report since there is no associated bank reconciliation to do.
Unpaid payments and refunds are excluded from routine alerts since they are listed elsewhere on action-lists for attention by Tournament Secretaries and admins.
TES admin view only shows unpaid club refunds if aged 2 weeks or more and ready for chasing up with the relevant tournament secretary.
Database performance analysed and improved by adding indexes - many views and checks now much faster.

March 19

Bulk withdraw all entries in a tournament that is cancelled - refer to the TES Help for details.
- Tournament Secretaries must still process refunds when paid to the club.
Coronavirus now an option when withdrawing from a tournament, which the CA treats as a case for a full refund with no administration fee deduction.
Levy and Online Transactions reports are much faster since they now only check the relevant fees before rendering (rather than all fees).
Improved news item styling.

March 5

Fixtures Calendar tournaments and courses can be tagged to identify them as part of a series. Doing so adds a button to the listings, clicking which highlights those events in the listing making identification much easier.
- The tag can link to a page giving details of the series to avoid duplication in the individual events.
Site search page improved (linked from Members' area).

February 27

Tournament Levy is not charged on reserves listed in TES.
- If a reserve played in the event, then their reserve position must be updated,
- if they did not play but paid (online or to the club), then they must be withdrawn and refunded,
- otherwise, they can be ignored.

February 26

A Tournament Secretary now can withdraw a player from a tournament, even if the player paid the CA online.
- Withdrawing online-paid entries causes TES to lodge an unpaid payment record, which is picked up by the CA Office to refund the payment.
Players can withdraw themselves online from tournaments or events, which sends automatically a refund request to the appropriate place.
- Your refunds can be tracked by viewing your tournament entries and clicking 'Show Withdrawals'.
To withdraw:
- Edit the relevant event, tournament or payment entry and click the withdraw button at the foot of the page.
- Select the reason for the withdrawal and confirm the action - then the withdrawal is completed except for recording that the refund payment (if any) has been made.
- The withdrawal reason is recorded in the refund comment and determines the default for deducting an admin fee or not from any refund.
- If you are a tournament administrator and the payment was made to your club:
  - (as before) confirm that the refund has been paid, recording the amount and any deductions according to your policy.
- If you are not a tournament administrator:
  - an email is sent to whoever holds the payment asking them to complete the refund. This is likely to take them several days to process.
Tournament administrators have an option in the TES Home page to Check Data, which runs various checks on their payments and entries to their tournaments. It lists any issue for resolution.
- The list includes any outstanding refunds players might have requested by withdrawing online that have not yet been recorded as refunded.
- There are two sections to refunds:
  - Unpaid CA Refunds which are for the CA Office to deal with but are there for your information in case a player enquires of you.
  - Unpaid Club Refunds which are for your action. In both cases, click on WITHDRAWN to access the refund record.

February 21

When looking at CA or club officials, you can now group together all the types within a group to get a single list of holders (e.g. all Coaches, all club Officers, all Referees, etc.) and supports better regional communication with referees, handicappers, etc. The display contains enough information to allow a by-club or by-Federation analysis of officials - a CSV download is available.
- Note that an individual's declared primary club determines which Federation they appear in, and there are some who have not told the system which club they belong to, so the relevant Federation cannot be determined.
- Go via any label's 'Context' tab and select multiple qualifications to list their holders, such as all coaches, or all referees. Previously, you could only select one type of coach or referee at a time.
- As an example, perhaps most useful to Federation Coaching Officers, to to contact all 'their' coaches in the region:
  - Starting from the CA Directory
  - Choose CA Officials
  - Choose Coaches and select the Context tab if not already there
  - Click 'Select All' and List Selected holders
- Note that many people choose not to share their contact details with fellow CA members - that can be changed by them editing their personal details.
When a non-member attempts to access a member-only page, they are redirected to join the CA.
Minor improvements to styling by rounding box corners!
Officiation report from TES now includes all Fixtures Book records, not just those enterable online, which supports analysis of the changes in the fixtures program, not just participation (where it is known by TES).
Reduced the number of past events listed in the default programme listing to improve performance (others are available by choosing the year to list)
Minor TES admin and reporting improvements.

February 6

Updates to the Tournament Entry System (TES):
- Only paid-up CA Members can use the online Tournament Entry System (TES). Only paid-up CA Members can be entered into events by administrators. Paid-up CA Members includes players granted Reciprocal Rights. In this context, paid-up means that they have a CA membership that is marked as Paid, or is marked as Pay by Direct Debit (meaning they have completed, or have agreed to complete, a Direct Debit mandate to pay their membership subscription). Standard memberships last indefinitely and are marked as paid, but are removed by CA-admin in January if they no longer have a primary club membership, or their primary club has failed to file its number of members return, or in April if their primary club has failed to pay their subscription.
- People can enter events and then leave the CA without their entries being removed automatically. Having left the CA, they do not have access to TES so cannot withdraw or modify their entries. A planned change will soon allow them access to all but making new entries.
- Premium Members pay a lower rate than others at the time of entry but their membership at time of allocation determines their entry's priority.
- When entering an event that has options, one option must be selected.
- Levy report format improved for clarity.
- Added full change logs to payments and tournament entries and to bulk actions on the tournaments programme (such as making events live).
- Added mechanism for system admins to diagnose payment errors more efficiently.
- The initial tournament entry screen in TES shows the subject's AC, GC & SC handicaps. If the user is entering online for themselves, they are invited to update their handicap if incorrect and presented with a button to do so immediately.
- The recorded handicaps are used to filter the tournaments listed so only those appropriate for the subject's handicap are visible. For example, if no AC handicap is recorded, no AC tournaments are listed; for GC Handicap 8, events restricted to players below 8 are not shown. See below for the range used when no restriction is specified.
- Courses and team-entry events are not filtered. This is so that, for example a GC-only club secretary can enter the AC Inter-Club on behalf of the club.
- A player's handicap can change after entry into an event. Tournament Secretaries will find a section in the Check Data menu option that lists any players not eligible for an event into which they have entered (title: Handicap Invalid for Individual-Entry Event). This is for information and no action is required, but the Tournament Secretary can withdraw and refund the player or move them to a more appropriate event if it is a multi-event tournament. The player's handicap and any event handicap restrictions have been added to the entry information blocks.
- The Tournament Regulations specify the handicap ranges, which are applied to all events in the Fixtures book (and therefore TES) with no specified handicap restriction. Events that specify handicap restrictions outside these ranges are flagged for attention to the fixtures calendar administrator, but are not blocked.
  - AC: -3..30
  - GC: -6..24
  - SC: -3..18
- An individual or club administrator cannot record an invalid (outside the above range) handicap; an error is displayed and the handicap is discarded.
Primary club added to member download CSV.

January 3

New users can register a new account as part of joining the CA or a club without joining the CA.
Permit editing own details when sharing an email address with another if it is not changed.
If a subscription is changed to or from heritable, adjust its end date and paid status.
Reciprocal Rights wording adjustment.
Check for and display predecessor, overlapping, and follow-on subscriptions when viewing details.
When expiring Gazette eligibility for aged SM, set the default to get a "new Gazette available" email.
Record resignation reason only if a person-subscription is being expired (not club).
TES
- Created an "Officiation Report" to show officials registered to play at online-entry tournaments
- Club notes displayed lowlighted rather than hidden when marked "ignore club notes".
- Added team entry (replacing "doubles event" and "team event").
If logging into inactive account login fails: tell the user that's the reason so they can contact the office to be reactivated if appropriate.
"make primary club" button now only visible if not already primary club (no longer anyone with multiple primary clubs).
Improved labels for "Do Not Renew" and "can pay by DD".
Added redirect for /calendar to fixtures events and /ncw for NCD.
Added root command /?DbEntityID=nnnn to directory entry.
Membership number no longer visible to all logged-in users if closed visibility.
Allow view of individual's memberships since club members list are already open.
Added "list member clubs" option for federations and show if CA member
Search site allows calendar search terms of 4 characters (e.g. levy).
Added "CA Officer-Reader" privilege for CA labels mirroring club officer and admin capabilities.
Numerous quality and usability improvements to the user interface.

2019

November 27

Fixtures Programme and Tournament Entry System (TES) updated:
- Added team entry (replacing "doubles event" and "team event") by giving each event an "Entries Type" and removing the tick-box to declare it a "team event" or "doubles event". The available options are Individual Entry, Doubles (individual entry), Team (individual entry), Club Entry, County Entry, Enter as Team.
- When entering a team event, TES has an additional field called "Team Name" with caption "Club (County) for which you are entering" with a drop-down selection of clubs or counties (as appropriate) that must be selected from, or a plain text box for Team (individual entry) or Enter as Team.
- When entering a doubles event, the user may optionally type their partner's name into the "partner" text box.
- The team or partner is displayed in the tournament's entries listing. It can be updated by editing the event entry.
- An overall limit on the number of entries into a tournament is now available, regardless of the number of events or number allowed into each event. Tournament and event limits default to zero, meaning no limit, but can be set independently. Note that limits only come into play after the tournament's Allocation Date (see the Regulations).
- Added a "Lunch Available" setting for each tournament (default "is available"), which if set to no disables the ability in TES to request lunch and does not display the lunch requests in the tournament's entry listing. Whatever the setting, team-entry events (see above) can't specify if the team wants lunch (to remove ambiguity on whether the request is on behalf of the individual entering for the team or for the entire team).
- Tournament listing enhanced to show lunches more clearly and to count veggie options.
- Tournament programme admin can delete an event, and the remaining events are re-sequenced automatically 1..n.
- Relaxed and improved tournament programme checks - e.g. GC "Championships" that really are not championships are no longer highlighted for correction.
- Removed the admin-only G.P.Flag from tournament and information entries to simplify the dialogs and listings.
Data admin permission made visible to non-admins.
Relaxed the need to have a recent login for many low-level admin actions.
Club admins can access the change-subscription dialog.

November 22

Show handicaps with a person's name, even if not set (handicaps are visible to all logged-in viewers, regardless of privacy settings).
Changing membership online sets end-date at earliest of existing subscription and new subscriptions (Standard members are set to never expire and so when joining as a Premium member became life members for a single payment!).
Admins can change members' subscriptions and record payments.
By default, select all club subscription types when club admin listing their club members.
Membership-type capability codes made uniform for availability, inter-counties and tournament entry.
Recent login no longer enforced for most club-admin actions (which means the annoying login box doesn't pop-up every day, only once a month).
Corrected the calculated expiry date for new bonus-period subscriptions (added a year in some circumstances).
Tournaments fixed as currency UKP (no option to set Euros).
Primary club set for all users who have one, not just CA members.
Subscription changes, including termination, available to the subscriber and admin, and including club memberships. Resignation reason captured.
Changing labels made more robust (preventing observed commonplace incorrect settings).
Expanded explanation of the honours field and facilitated making its use uniform.
Allow non-admin web-page editors to create new pages and then edit them.
Analysis of Gazette recipients added to Gazette mail-list report.

November 2

Inter-Counties App updated:
- Improve setting eligibility and allow county organisers and tournament officials to update.
- Added all five criteria to eligibility.
- Added selection and display of team with stated eligibility criteria.
- Shows who last changed eligibility and selection, and when.
- Export to CSV for tournament officials.
- Access improved with a button next in personal display record.
- Removed use of titles from simple name displays.
Availability and Inter-Counties apps made available to Standard Members. Availability lists include an indication of CA membership type.
Improved club officers' access to club information.
Time series added for club membership numbers (as recorded in the annual membership return).
Added bulk actions for connections to allow update of expiry date and status and assign workflows.
Added "as-of" date to lists of label holders and groups so can wind the clock forward and back to see allocations.
Improvements to usability of forms and workflows.
Many usability improvements.

October

Individuals (and administrators) can add memberships to any club or the CA (including Standard membership, if eligible) - available in the Memberships tab. This replaces "Add as CA Standard Member".
Individuals can change online their CA subscription details and type via View option in the memberships tab.
Club membership details now include a "Make Primary Club" button for the member and club admin. The subscription attribute "is primary club" is no longer editable by administrators.
Issuing CA Standard membership is constrained to those eligible for it.
CA Standard membership is no longer conditional on the club paying its subscription, mainly because of the misalignment between the membership year and club payment cycle (though it is conditional on the relevant Primary club confirming its membership to the CA by year-end).
Club records now include when they last confirmed their membership numbers and that all people listed as members in the database have not left the club. This is needed to control expiring the Standard membership of those no longer eligible.
Additional options in club membership reporting, including whether or not a CA member.
Additional options to control bulk actions to club subscriptions, including changing the end date, expiring them and setting the paid status (though note the fully-functional membership renewal processing).
Improved user feedback when they are denied access to online apps - now explains the reason and what to do about it.
Standard members no longer receive the Gazette after their initial introductory period. Paid-for members transferring to Standard membership don't get a year's free Gazette.
An administrator is alerted when editing a payment more than 15 days old since it probably lies in a closed accounting period.
Many improvements to the layout of controls and forms.

August

Major overhaul of the Tournament Entry System (TES), improving the look and supporting easier addition of new features requested by users (coming soon!):
- Administrators for club-organised tournaments now include all club officers declared in the online Croquet England Directory (was club/event tournament secretary and tournament officials). This permits, for example, most club treasurers to view their levy report. Note the difference between club administrators and club officers: only administrators can edit the club's information.
- Restructured, simplified and made the menu more visual and in keeping with the Croquet England Directory.
- Help documents combined and extensively revised to bring up to date.
- Data Test option added for tournament secretaries, limited to their events but allows the viewing of CA-refund progress.
Allow member-access to voting details, such as the number of constituents and voter turn-out.

July

Lists of an organisation's members show if they are also a CA member (of any type).
Handicaps added to club membership lists.
Access to details of an individual's subscription details restricted to the member and club admins.
"Mail-all" only available to authorised users (members in common) - for example, CA referees only to CA members, club members only to club members.
When viewing a tab, an icon (top right) allows you to lock that tab so when the screen is refreshed it remains as selected. This is useful in particular for secretaries working on several different club member details.
Replaced primary club icon with one more readily recognised .
Voting app. added allowing organisations to set-up and run elections.
Corrected display of discount for early payment of club subscription.
Corrected bug preventing club admins creating a new subscription type for their club.
Many minor improvements to the user interface and warning messages.
Administration privileges for a club used more uniformly - including hiding options that are not available (for example avoiding club officers seeing a button and when clicking it getting a security violation error).
Voting constituency added to club membership export CSV.
Club admins can edit the club's details.
Paperless subscription option moved into subscription rather than member details.
Lowlight past events in each personal list of tournament entries.

June 26

When viewing an individual's list of tournaments entered, they are now in tournament date order rather than the date of entry order.
Availability app now displays crossed out anyone who is not selectable at the time of viewing (e.g. no longer a Premium Member).

June 11

Improved display of membership details.
Members are now able to change their membership type and options online.
Workflows include the capability to require a payment and to progress and perform arbitrary actions when paid.
Many minor user-interface and process improvements.
Member record includes a snapshot of their Primary Club, which appears in tournament entry listings to assist managers to avoid clashes.

April 28

Organisations may create their own snippets for including into other rich-text blocks (e.g. to avoid repetition in subscription type benefits).
When changing a person's subscription type, force the final window to display the new subscription if it has changed, rather than the now-expired one that was being viewed to instigate the change.
Release number added to included script and style-sheet file references to ensure they are fetched when changed and browsers don't assume they have the latest copy (cache defeat).

April 17

Improved user interface for creating and modifying subscriptions.
Templates now available in all rich text content.
Workflow change logs include transitions that change nothing so that a full trace of buttons pushed is kept and any associated emails sent an be intuited.

April 7

Workflows made available to club admins.
Login name (at the top-right of all pages links to My Details in the Directory).
Added voting constituencies and mechanism for individuals to change theirs (via My Details >> edit)
Support Dutch surnames with lower case van prefix.
Start Date shown in most membership/label assignment lists.

April 1

Only club admins can select to list just unpaid (or paid) members in subscriber listings.
Subscriptions now expire automatically at their end date (they used to be manually expired to allow flexibility when someone does not renew their subscription). The standard subscription management process extends a subscription end date and marks the subscription as Due; those remaining Due are easily identified and can be expired as needed.

March 3

First end-user-visible changes for a while!

New Tournament Entry System menu option for Tournament Secretaries: Tournaments I'm Responsible For, which gives quick access to the events of most interest to them.
Allocation can be performed on the allocation date (as specified) - it used to be the day after.
Premium Members are marked in the entry number column with .

January 30

Online tournament entry system and availability refuse entry of a subject who is not a CA member or if their subscription is not yet paid (unless they have a Direct Debit arrangement in place).
- Tournament Secretaries and individuals see a clear refusal message.
- For a Standard member (which is set-up by their club) the membership becomes paid when a sponsoring Primary Club pays its own subscription fee so the subject would need to contact their club secretary (or join the CA direct).
Access to declare and view Availability requires membership type property is Selectable, which is set for all Premium members (excluding Reciprocal Rights members).
Note that it can take up to one working day for changes to propagate through all the online systems - for example between a subscription being paid and the online entry system allowing tournament entry.
At login, if subscription status is due and not paid by Direct Debit, the user is prompted to pay online or, for Standard Members, to contact their club secretary.
- Membership privileges (such as online tournament entry, and Gazette delivery) are not granted until the subscription is paid. This is in line with the CA Constitution 11c/d.

January 24

As part of the daily auto-maintenance, mark as Paid all active heritable subscriptions (Standard Memberships) to the CA that are:
- not paid
- and where the subscriber has an active subscription to a club that is
  - marked as their Primary Club
  - and that club has an active subscription to the CA that is:
    - paid
    - and is of a type that allows the club to create heritable subscriptions for the CA.
- Change log reads: "Paid by Primary Club <short club name list>: SubscriptionStatusID=3"

Explanatory note: Standard Members are renewed as described to the end of the subscription year but marked as payment status Due (because their primary club pays on their behalf). Only paid-up members receive the Gazette and can enter tournaments online.

January 23

Club CSV upload has changed slightly:
- The import process is now managed by the CA Office.
- No emails are sent to the data subject when differences are found between the details uploaded by the club and existing data in the database. Emails are sent to the uploader and CA Office (support account) asking the club to edit either the online CA data or their own records.
- If the upload has fewer lines than extant club members, the email thanking the uploader and informing the processor draws attention to the fact that, on import, all club membership not included are removed when this CSV is processed.
  - The email draws attention to the preferred way of working (online editing), or that it is possible to download a CSV of existing members first (to be sure they are all included) and when uploaded there will be no discrepancies - that also appears as warning feedback to the user.

January 20

Add Member button added to organisation's admin main menu.
Database fields added to organisation configuration for Subscription Start Month and Subscription Bonus Month, being set to 1 and 8 respectively for the CA, and 1 and 13 for other organisations.
- Bonus month means joining in or after that month gains a year on the subscription renewal.
Database fields added to subscriptions types to configure a discount for prompt payment and the month that applies to. The CA can also apply discounts for Direct Debit and Paperless memberships.
- Please refer to the updated help page.
Subscription types list and subscription display and edit windows make clearer the base price and respective discounts.
Club subscribers (members) CSV (spreadsheet) download uses the calculation method based on the subscription and subscriber's settings for each line.
Renew online takes into account the base price and discount fields, as does club admin Add Member dialogs.
Subscription type in most displays now links to its definition record (was plain text). View Details retained in Create New Payment screen because it pops up a new window (the new simple link navigates the display).
Added a field to subscription status types to indicate Is Due (used to replace "not isPaid").
Checked and extended the logic around recording subscription payments with warnings when:
- starting to create a new payment and the subscription is marked as paid.
- saving a payment with a method-of-payment of Not Paid (includes a re-edit link).
- saving a payment - prompt of subscription expiry date and to check it (includes re-edit link).
- saving a payment with an amount different from that expected for a subscription (includes re-edit link).
Subscription status is updated according to the just-saved method-of-payment if it was changed - Paid if other than "Not Paid", and Due if "Not Paid".
User attempting to pay online for a subscription that is not Due is blocked and informed it's not due.
Added link on error screen to set organisation context when a club administrator is refused access to an object because of being in the wrong context (usually in the default CA Context, rather than their club). Permissions will then determine whether they can set the right context.
Automated (daily) update expires subscriptions (makes them Not Active) without comment the following subscriptions that are (then) past their end-date:
- those marked as Do Not Renew (usually member has notified an intent not to renew).
- those of a non-renewable type (Auto-Renew Each Year set to False)
Automated (daily) update now makes active all subscriptions that are inactive but have now started according to their start date.
Standard memberships are now marked when renewed as Due (was Paid because there is no fee mentioned in the subscription type).
- In due course they are set to Paid when a club claiming them as a Primary Member pays its club membership fee.
- Unpaid subscribers are dropped with no difference between Standard and other membership types.

January 10

Added "Only If Paid" select option to subscriber listing.
Payment access and edit control relaxed to club officer (from club admin).
eMails sent by the workflow app now include "Sent on behalf of the CA Office".
"Please complete by <date>" removed from workflow action display because it is the date on which the issue will be chased by the Office, not a target date for action. When the date is passed, an "Overdue" warning appears for the workflow owner.
Added ability to change the sequence of transition buttons within a workflow stage, and the display of the stages in the action list, all-time list, and the configuration display. Used it to sensibly order the club annual return workflow.
Made "click on stage name" go to the stage when viewing the workflow stage's "How can we get here..."
Added "who can view" helps to workflow action tab and to forms including links to the help and list of club officers.

January 8

More club officers can now use forms, workflows and reports for their club. New label properties replace the need for one or more club Data Administrators and permit club officers access to reports, workflows and forms - full details in the help:
- is Contact controls whether the holder (and label) is displayed with the organisation's details in the clubs section of the CA website - generally set for Secretary, Inter-Club contacts, etc. and not for Data Administrators.
- is Club Officer permits holders to use club-privileged data, such as reports, workflows and forms, but not administrator rights over members or other club data.
- is Club Data Administrator permits so-flagged holders full administrator rights over the club and its members (replaces Secretary and Data Administrator as fixed administrator labels - those labels have this new property by default).
Club area home page shows only basic federation details - click on the federation to see its officers, etc.
Club admins/officers can create and assign forms and workflows for use with their membership list.
Workflow actions tab layout improved for clarity.
Workflow and Form admins can more easily view a list of completed items.

January 1

If a form set-up is invalid, then errors are reported when viewing the admin view.
Added two new fields to (CA) club details to hold membership numbers of total/levied and adult/junior. They are not normally editable.
Added a form set-up field Fields Map that is a URL-encoded parameter list mapping form input field name to database field name (database developer admin privilege needed to set).
When set-up, the form includes a button Accept when it has been filled (but not necessarily all fields filled). Clicking the button copies the form's data to the relevant record's database fields and locks the form (effectively marking it as "done").
If a form Accept is attempted when mapped data has not been filled then a fatal error is reported, no updates are made, and the form is not locked.
A locked form cannot be updated - a user message appears in the heading and the fields are locked (it was not viewable by other than its admin, but now viewable as normal).
Added icons to represent state of a form (initial, filled, locked) - see the form help for details.
Added to workflow transition set-up three new fields, one taking a list of email addresses, another the email subject line and the third the email content (that is substituted exactly as displayed content). If the email address is filled then on that transition, an email is sent to each recipient. Email address lists may include __TargetEmail__ (note double underscores), which is substituted at run-time. The plain-text body is substituted for __TargetID__ to allow links to the workflow or other apps.
- If any of the the email fields is not blank then the other fields must be filled and are defaulted if not.
Made it possible to set a workflow as having a "linked form", in which case every display of the workflow instance includes a form status and linkage to view/edit the form.
Links in regular web page text are now rendered to include the pop-up parameter so that for example navigating between popped-up help pages does not insert the full site menu after following the first link from the popped-up page.
Updated text on CSV upload page to make current practice clearer and to signpost online update of individual records.
Removed Highly desirable column not found: 'Club Mem. Number warning from upload CSV - the club membership number is not used.
How to upload CSV help updated to current practice.
Header help button made more obvious and linked relevant help to the help button for the main applications.

2018

December 16

Allow club admins to see their previously uploaded CSV files to allow them to do any cross-checking they might think necessary.
In the club admin's CSV upload page:
- Removed number of members declaration (it's now declared in an annual return form)
  - the count of people listed in the CSV is set when the data is cleaned (and is now available to view - see above).
- Added help link to how to modify a member's details online direct.
- Added a link to download a CSV of the existing members, as an easy starting point when doing modifications (though note that most updates are ignored - see section Details of Data Processing in Upload and Import Club Members List).
Inter-club contact names (labels) are standardised and now available to copy/paste when a club admin is creating a new label (helps avoid typo mistakes).
Added club admin link to forms, which allows them to view forms they filled in (e.g. annual submission to CA). Also allows them to create forms for use by their members.
Updated all help files to link to the help main menu.

December 12

Updated all database help pages to link to the help main menu
Added help for forms templates

December 10

Added capability to remove a report item from a category by selecting move to category '(None)'.
Added a selection control to the subscribers report to show subscriptions whose date had expired (note that the default excludes inactive subscriptions).
- By ticking just this box, it shows expired-but-active subscriptions and thereby allows their selection to make inactive or to download a mail-merge CSV to chase.

December 9

Added a this report settings button to reports display to make it easier to configure the in-view report.
Added a Notes field to report settings so the report can be described, perhaps to make a note of categories not included.

December 7

In the club and federation listings, an organisation can specify to use its own email address in place of the secretary's personal one (the personal email address is displayed to properly authorised members inside the Directory).
Club add new member online has been streamlined, especially where the new member is not already known to the system and their full details have to be added.
When editing a person's details: title and initials are no longer mandatory; however, the initials if left blank are automatically filled from the forename(s).
The Reports link in a club's membership tab now correctly goes to the club's reports and not to the default (CA's) - so no longer a security violation.
Everyone who had not confirmed their visibility settings (after several warnings) was set ex-directory. Those who are nominated club contacts have their contact details in the club details area, but not in the Directory.