Beacon – Whole Page – Template
Beacon 2: Specification Index
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Narrative
The membership module is the locus of membership administration in the Beacon system. Primarily used by the membership secretary, the membership module provides access to member information and to a range of tools to manage, communicate with and organise the members of a U3A.
The membership module comprises briefly:
- A member list – which can be sorted to enable easy navigation and filtered to display specific members.
- The member record – which is where all the detail relating to a single member can be viewed and updated.
- The member search – which allows the user to search for a particular member or members based on their attributes.
The membership module will support the user to complete a number of workflows relating to the management of members such as renewing memberships, lapsing non-payers and welcoming new members.
User Stories
| User can create post-type content | |
| User can create page-type content | |
| User can upload media content | Media items require alt text |
| User can avail of a range of page templates | |
| User can link content to a group | |
| User can link content to an event | |
| User can set up contact pages linked to members or roles | |
| User can embed media content in posts and pages | |
| User can define menu structures | |
| User can define access controls to individual content items |
User Workflows
Add new member
Delete member
Renew membership
Lapse membership
Add group membership
Update group membership
Update attributes
Add transaction
Add event booking
Send communication
Create membership cards
Export addresses
User Experience
Membership menu
Member list
Member record
Member search
Attributes
Attributes are details and data points about a given member stored in their membership record. At a minimum they include:
User can produce membership cards
Create a PDF file containing membership cards
Send a PDF file containing individual membership cards
Membership card includes by default:
- Name
- Membership number and barcode
- Photograph
- Membership type
Membership expiry dateMembership card layout can be customised including:
- Other attributes
- Static text
- Formatting
User can export member addresses so they can produce labels
Labels conform to a standard template by default
User can define their own label template
User can customise attributes included on the label
Shared addresses are deduplicated with concatenated name field