We recently published an article from the Beacon 2 Project team describing their approach to specifying Beacon 2. This article describes how design of the member records part of the system is being achieved through the medium of wireframes, non-functional mockups of the main design elements. Note that at this stage the screens shown are likely to change.
Over the past month, we have been working with APT (our software development partner) to refine the specification for various areas of Beacon 2. Part of this work has included the building of wireframes to show how pages within the system will look, and how users will be able to interact.
One of the fundamental modules of Beacon 2 is the membership module. It’s where you’ll be able to view and manage all your members’ records. You’ll also be able to carry out tasks such as renewals, sending emails and generating address lists for label printing.
Here, we’ll walk you through how you will be able to access an individual member’s record in Beacon 2. Please do bear in mind that these screens show wireframes which are not yet fully finalised, so they will not include all of the features and details that will be present in the finished product. They will, however, give you a flavour.
You will land in the u3a administration portal and be presented with various options for where to go next, just like in Beacon 1.
By choosing the Members option you’ll be taken to another landing page with further options.
If you already know where you want to go, you’ll be able to skip this step by using the expandable menu accessed via the ‘burger’ button in the right hand side of the header bar.
From here, you can go into the list of members.
The members list gives an at-a-glance view of your members. You’ll be able to see members who are overdue on their renewal with a visual indicator, just like Beacon 1.
You will sort the list by clicking each of the column headings. You will be able to filter the list by various criteria – but this isn’t yet shown.
The plus button will offer additional details about the member, such as their telephone number and address, directly in the list, so you can find information quickly without needing to go into the full record.
Clicking a member from the list will take you to that member’s record. Here, you’ll be able to see all the information you hold about that member, plus you’ll be able to access other related records, such as transactions, groups and events.
Clicking on any of the blue accordion bars will open up that section and reveal the information you’re looking for. Of course, you can also choose to open the whole accordion all at once.
If you need to update a field, an Edit button will let you make a change.
Interested in Beacon 2? Then contact firstname.lastname@example.org.