A year of the course is added to its description. Now a person is able to differentiate courses over the years.
When a member changes his/her address on ‘Min side’, sometimes he/she also wants to become a member of a new local/county team. In this case, the person needs to ask one of the admins to do this update on behalf of him/her. Thus, we have added a reminder with a short instruction that is displayed once a member changes and saves a new address on ‘Min side’.
This is on/off feature. In case you’d like to have this functionality to be turned on for you, please inform our support.
Now people having read or write access to a level are able to print out labels for all people inside the team. All together with this change, the ID of a member has been removed from a label card.
You can add a field with this type to the member contact card on back-end and/or My page. A user can upload a file up to 8Mb size.
A Course Administrator now is able to manage participants’ status, using the same logic and limitations as in Back Office. A Course Administrator can change course participant status using a dropdown with statuses instead of 6 separate buttons as it is in Back-Office.
Also, if a Course Admin is trying to change the status of several participants, but some of them already have it, then system shows up a notification that the status will be changed only for some of the participants.
A Course Administrator can now set up and manage the course registration form with the same functions as in Back-Office.
Associated questions have the next managing options: hiding of questions, headings, the number of participants who have chosen each radio option, drag’n’drop of questions. Once optional products will be added, a Course Admin will also be able to use them on radio question options.
As a level leader or administrator needs to follow up on the payments in the local/county team or inside the organization, a new column “Is the last membership paid?” was added to the member list both on My Page and Back-Office. This field contains one of 2 options: “Yes” (for Paid/Overpaid invoices) or “No” (for all other invoice statuses). A new field was also added to the filter block, and to the member card.
How it works: The system checks all the member active membership subscriptions and finds the invoice for the current period (or the previous period if there wasn’t still any invoice issued for the current one). The period is got depends on the subscription period length (1, 3, 6 or 12 months), so, it could be different for different subscriptions. Then it shows the “Yes” option only if the invoice for all the subscriptions has the “Paid” or “Overpaid” status (Credited invoices aren’t counted).
A level leader is able to see if the person has been paid during the last 3 periods. The system shows more detailed statistics about payments in the “Last contingent” block. New fields with detailed information about the subscriptions were added:
Payment data is generated on the basis of all active membership subscriptions for a particular member, then the invoice status is checked.
If all the invoices for a certain period are paid, a confirmation is added in the field “Is the Membership paid?”, if at least one of the invoices is unpaid, it is displayed “No”. Information about the payment data is displayed in the “Additional Information” field for each period as well.
If there wasn’t an invoice for the current period then the previous period is used as the current one. Also, if there wasn’t an invoice for a period then “No invoice” message is shown instead of the payment data for the subscription.
New functionality was added – member interests.
Administrator can add interests united into interest groups, selecting for each interest if it should be shown / editable for members on My page. Member can specify own interests on My page or during the registration process.
A very new opportunity was added to the system – now administrators and level leaders can tag people using the list of labels, set up for each association. Labels are set up by an administrator in the Back-Office Settings. The same list for all the levels of the organization.
Also, a filter per labels was added to Back-Office and My Page and it is developed now as autocomplete.
One more new feature was added – each organization could select if they want to show contact information about the level leaders for the members of the level. During the onboarding process, a product team can define a set of level types and positions for an organization to be shown in a new block on My Page (to show all people with defined positions within defined level types, with a particular order: e.g. all positions of county team – leaders, secretaries, and then all positions of local team – leaders, secretaries).
One block is typical:
Planning an overall meeting for all members of a local team? Use our new option – publishing activity/event without a registration to invite everybody to join in.
How-to: go to BackOffice – Activities (Aktiviteter) – and check ‘Aktivtet uten behov for påmelding’ on course settings (Instillinger) while creating a new course. The course will be published without asking persons to register.
Delegate a possibility of setting up the course fee to your local leaders using a new possibility of Choo i Skyen – adding prices for main products through Min Side. This feature shall be configured through the request to the development team.
How to use: your local leaders now are able not just to create a course, but also to create a fee for local courses participation. They need to go to Min Side – Admin Activitet – one-course page – Producter. All the products will be created using the default account, account place, project number set up by the dev team.
Not using this feature? No problems, it is not added automatically. For all customers who haven’t requested the change, this feature will be locked.
Previously, it was impossible to direct users to the necessary page after registering for the course successfully. A new setting for the course has been added to the back-office. An administrator can set the URL of the page that will open to the user after registration for the course is completed. This will allow an Administrator to direct people to the pages that will bring maximum benefit (e.g. tracking the success and not completed registrations).
Now the structure of PDF invoices has become more convenient. The information about the invoice issuer is placed now under the company logo on the right. Also, the currency was added to the payment column to avoid misunderstandings in the payment of the invoice.
An administrator in the CiS system is able to organize different accounts, account places, and MVA categories into сourse product category to use it later. This set of parameters is connected to the invoice issuer. Course Administrators can manage сourse product categories for all product lines from My Page as well.
An administrator manages a list of сourse product categories in Settings. He can’t delete the course category, but the admin is able to set the “Inactive” status. Inactive status means that this category will not be shown for all new courses created after status changed, so it does not affect all existing courses.
NB: By default, the project number is set as “Not defined” for all course products. If “Not defined” category is selected then it can’t be edited from My Page.
In case no course product category is set up for association, the system should work as today.
A new feature has been added – now a course administrator also has an opportunity to set up discounts for obligatory and optional products from My Page.
Also, there is a new approach to set up the value of the coupon. Previously, the next validation rule was applied: you can’t set a discount bigger than the smallest price of the product, taking into account “Early bird” special prices. Now coupons can be set up with any value, and the system will calculate the correct price when the coupon is applied. This feature partially solves the problem of a 100% coupon.
Now there is new functionality for Course Administrator that allows adding optional products to the course from My Page. Course Administrator has quite the same rights for adding the optional products as for the mandatory ones: adding the name of the product, price and product category. Moreover, Course Administrator сan link them to the course questions.
Special prices for the mandatory course products could be set up by Course Administrator from My Page. Special prices have the same managing option for Course Administrator as for Administrator in the back-office: name of the period, Start and End dates, price value.
Course Administrator has all the necessary managing rights for adding, deleting, editing the special prices from My Page.
A Course Administrator gets an opportunity to add a person from the observers’ list using the autocomplete field. It is possible to search for a person on the list by name. To prevent errors the personal email and mobile number will be shown during searching.
Regarding the managing options for a Course Administrator, only one person could be added to a course at once and new participants will be always added with “Waiting for approval” status as in the back-office. A Course Administrator can also remove any number of participants from the course at once.
A certificate about course participation could now be generated and sent to the course participant. Administrator and/or Course Administrator can choose whether to send a certificate via e-mail during changing the participant status to “Attended”.
Additionally, there is a button “Send certificate” on a course: an Administrator and/or Course Administrator is able to pick participants having “Attended” status and send them out an email with a certificate at any time. So, a new email template was added in the back-office Settings.
Also, course participant having “Attended” status is able to download the course certificate as PDF from the course page on My Page at any time.
The template for the course certificate could be customized for each organization. The default view is as on the following screenshot.
Previously, the system automatically created the observers’ list adding all the persons from all the levels, where the Course Administrator has the extra rights for managing a course. There was no opportunity to manage persons on this list for Course Administrator from MyPage, it was possible only from BackOffice. And it could create problems with sending the Invitation email or access to the course from MyPage.
After implementing changes Course Administrator could share the course with members of all his levels or only some of them. He could apply any other filter as well for the better target.
Also, an autocomplete field by Level Name was added to simplify the process of choosing the observers. So, the course will be shared with the persons properly in cases when a Course Administrator has extra rights for a few levels.
More, we moved [Send Invitation] button to this new Observers list.
A new opportunity for managing participants’ information is added to the participants’ list on My Page. A Course Administrator can manage participants’ answers given to questions while registration on the course and discounts, used by participants. All the data described are available on the participant card opened after clicking on the “Registration details” link on the Course Participants List on My Page.
Previously, existing persons without a role in a company had no possibility to add a company while registration to the course. Adding a new company was available only for new members in the system.
The new functionality provides an option for a non-member to register a new company in the system as well.
- Open Registration form for a course
- Fill out the fields with the necessary information to pass the 1st and 2nd step of registration.
- Fill in the company information on the “Relations” step of the registration
- Continue the process of registration in the system.
The filter by roles has been updated by autocompleting fields on the Member list both in BackOffice and on MyPage. There is no need to print the title of the role each time while searching the members in the system, just start writing a role in the filter and pick up the necessary role from autocomplete fields.
Each organization gets a new option added to the Login Page in the system for sharing the most important information with the unauthorized members. A new field is a text that can be customized by the Administrator after choosing the “Edit organization settings“ field in the Settings. This text will be shown under the “Register” link on the Login page.
The logic of the system’s behavior in the matter of PO number and Reference was changed in order to improve the user experience in the system. Thus, all parts of the system related to PO number and Reference in the invoices were unified and have the same approach for setting up this information.
The new option was added on MyPage: the participant or member can indicate the PO number and Reference while registration to the course or to the system so the invoice for registration will be easily paid by the company. This option is available on the last step of registration both in the system and on the course. Also, an administrator could manage it later on the participant card in the BackOffice.
If an Administrator creates a manual invoice for a particular person on the Member list or on the member’s card in the BackOffice, there is a possibility to define PO number and Reference if the person is using “Company pays” option. The same solution was applied to creating an invoice to the company on the Company list for one target or on Company card.
When a user is registering to the public course and use wrong email or mobile number for his verification, he can now return to the 1st step and change it to the correct one. This is mostly done for the persons, that were not registered in the system by themselves and don’t know their email in the system.
To use it: On public course wizard after verifying by the system a person can return to the 1st step and change his/her personal data (email/mobile) to trigger the new verifying process.
The processing of payments has been improved in the system. This means that payment details fields, for example, address or e-mail are required in the system now. The number of invoices with incomplete data will be decreased. Previously, these fields were optional, which led to double-check the invoices by an Administrator and caused inconvenience while sending the invoices.
Changes were developed on the Member and Company card both in BackOffice and on MyPage. Moreover, now it is necessary for a member to fill all this information while filling in payment information fields.
If the method of payment by card is selected, the user also has to indicate all the payment information (address, phone number, and e-mail) if he/she is going to register in the system or on the course.
Previously, only a member who created the course had access to manage it on My page. Now we have added a new opportunity – when you connect a course to a level, then all leaders of this levels (both with Read and Write user rights) have access to it on My page on Course admin page.
How to use: On each course card you can find “Course level” search field. When a level is selected there – all members with extra rights can find the course on My page “Course admin” page and can edit it or see its participants.
When filling Birthdate field manually (without using the calendar) system will automatically add separators (only for My page).
How to find: My page person card, registration form.
Choo i Skyen system provides a new opportunity for any association to create video conferences based on integrated video streaming service. Video conference may be set up by an Administrator in the BackOffice.
The approach for setting up the video conference on the course is described below. An Administrator could follow the next steps:
- Open to the “Courses” overview and click on the “Add a new course” button;
- Fill in the necessary field and scroll to the “Planning” block;
- Choose “Video streaming course” radio button in “Course type” field while registration a new course;
- Press “Go to video streaming” button and fill in the course information;
- Publish the course.
Moreover, there is an option that simplifies the process of notifying people about the course. Choo i Skyen option allows sending reminders both for the course creator/responsible people and course participants using one of two e-mail templates set up by the Administrator. The first type of reminder is used for the course creator/responsible people and the second one is for course participants. These reminders are sent 2 hours before the course start date and time.
Please note that having an ability to use video conferences requires extra setup and operation fees. Feel free to contact us if you are interested in turning this feature on for your organization.
Members change jobs and stop using their old email accounts. In order to help members understand what email and phone they used previously when signed up to your organization, we implemented the following feature:
When a user registers to the public course, and system verified and found him as an existing user, but with a different email or mobile number, then a help message will now be shown, saying that the system found him with different email/phone number and used that data.
How to find: public course registration page, the 2nd step, when registering and using member email or phone number that is different from what Choo has about you.
When a user is registering to the system or public course and search for a company to define his membership, the first 50 companies (fitting by company name) are shown. Only the first 10 companies were shown previously which made search hard in some cases.
How to find: On My page registration and public course wizard, in Roles (Membership) block, in “Company” structure, search field (if it’s turned on for your organization).
When a user is adding a role in a company, more information is now shown in search results: company organization number and full address. Also, now a user can search a company by its organization number.
How to find: Registration wizard, “Membership” step, and “My roles” page on MyPage.
New functionality has been added – notifications to a member, which could be set up for each association by individual request. To do so just choose an action that should trigger a notification to your members, let us know and we’ll set up a notification pack for your needs.
Each time a notification is sent, a member is notified via a new icon in the My page header, after clicking on it last 5 unread notifications are shown in the lightbox. All notifications are also shown on My page be means of a new menu item – Notifications.
A very new type of the custom field for members has been implemented – Google address. You can add this field as the additional one both on the member card (back-end) or to My page (front-end) in order to provide your members with a more user-friendly interface for filling in their additional/optional addresses.
When a person starts typing the address to this kind of field, CiS shows an autocomplete with a help from Google Maps service (which means that the address should be valid in terms of this service).
NB: the system does not support this type of the field for a usual contact/payment address
We have added two more columns to member list on My page: now level leaders can see member roles in levels and companies. Also, this data is available for export.
How to find: Member list on My page, when logged in as a member with extra rights (e.g. local team leader).
In order to follow modern requirements for the system functionality, we’ve updated the version of Ember, framework currently used for all pages connected to My Page (“Min Side”) and public pages, such as public course registration or regular registration. This update brings us a lot of improvements, including system performance, stability, and security.
Taking into account all the feedback we received during the last few years, we’ve made the decision to review the design of My Page. The goal was to refresh the look and feel as well as improve the user experience while using the system. Involving the designer as a part of our regular team, digging into the logic of the system, reviewing modern standards and approaches – all these brings us to the moment when we’re ready to release the new version of My Page.
The changes of My Page includes but is not limited to the following:
- Fresh design and modern look of all pages and elements,
- New menu structure and better navigation,
- UX improvements in course registration flow, registration flow, and other system parts,
- Improved accessibility,
- Other improvements regarding modern usability rules in web-design.
Please find below a few highlights regarding the overall system redesign.
Redesign of the “Home” page on My Page
The design improvements were applied to the “Home” page on My Page. The structure remains almost the same, while the look and feel of the page now are completely refreshed. The page consists of the following:
- Member block, that consists of the personal information,
- Upcoming activities,
- Level leaders block, that may be turned on by a separate request.
Redesign of the registration form
The current update of My Page also includes the completely updated view of the registration page. Keeping the existing functionality and logic, we put more emphasis on the feel and look of the registration form.
Premium feature – own colors on My Page
As a part of the new version of My Page, we’re ready to present the premium feature for better customization of new My Page for each customer. By ordering the feature, you may set up your own color instead of the standard Choo i Skyen blue. The color will be used to customize the registration form and all major elements of My Page (texts, buttons, etc). Speak to us to know more.
The activity module was one of our biggest focuses during the redesign page. Accept of reviewing all existed pages, we’re also adding a new page – My activities – to represent those activities where the participants have been ever registered to.
Key points on this page that relate to the activity – like its name, images, place, date, and short description – are gathered in a more structured way. It helps to bring a positive impact on system usability for course participants and allows not to miss the most important information.
“My activities” page is currently divided into 2 tabs – “All activities” and “My activities”.
“All activities” is a list of all activities available for the person. Activities where a participant has one of the following statuses: “Waiting for approval”, “Waiting list”, “Approved”, “Finished”, “Not finished” – now are not hidden from the general list of activities. Instead, they are highlighted inside the list (working for logged-in users only). Such courses are highlighted with the following:
- Color frame in accordance with participant status;
- Badge with participant status.
“My activities” consists of courses where a member has a status “Approved”, “Waiting for approval”, “Finished”, or “Not finished”.
Details of one activity for already registered participants
Participating in courses is a significant part of Choo i Skyen functionality. It’s very important for a course participant to find course information in a structured way.
Now after clicking on the activity name on My Page a member could review the registration details and information about the activity inside the “Details” block. This block brings an opportunity to check up all the information that has been filled during the registration, or to get the latest updates regarding the activity and participant’s status, invoicing, certificate, etc.
- Participants having “Waiting for approval”, “Waiting list” or “Approved” status are able to log in and go through the registration details, cancel the registration (if applicable), or see the invoice/receipt details.
- Participants having “Finished” status are able to access the invoicing information, or course certificate (if applicable).
Invoice status for course participation is an important part of informing members about the necessary payment. Now invoice status is shown not only inside the list of all person’s invoices but also inside the “My courses” list, and “Details” block of one course for the participant on My Page.
Invoices shown in this block have the status “Pending”, “Not paid”, “Paid”, “Partly paid” or “Overpaid”. If there are a few invoices that are connected to one course, the system shows up a few invoice statuses in one block, separated by a comma.
The block is not shown in the following cases:
- If the invoice has not been generated;
- If the invoice has been generated for “company pays”;
- If the invoice status is “Credited” or “Credited but paid”.
Activity public page
A lot of significant changes are launched in the current release, especially for the activities module. Thus, the appearance of the activity public page is updated a lot. New look and feel of the form include the following changes:
- Updated design of all elements,
- Improved UX,
- Better structuring of all activity information,
- Highlights for the most important elements.
The look and feel of the activity page have been thoroughly reviewed. We have updated the styles and structure of the page, to get a simple and convenient flow for people who’d like to review the details of one activity. All key details are highlighted inside the right panel of the page, and the main call to action to register is always visible. This includes the following: activity date and time, number of places (if applicable), activity price and place.
Activity price is now shown in a separate block. Accept of a better view, this brings the system an ability to show different prices (e.g, if your activity has different prices for members and non-members), in an easy to understand way.
To make the process more fluid and transparent for any course participant, the way of making a registration to any activity via public registration flow has been updated. Before doing the regular registration flow, system will ask a person to fill in the basic personal details, such as name and surname, email, and phone number which should be verified by SMS code.
Once the data is filled in, the system analyzes if the person applies the rules set up for the target audience of the activity, and if the person has a membership subscription or not.
- If the person doesn’t fit the target audience rules, then the system doesn’t allow him/her to proceed with the registration.
Become a member
If the person doesn’t have an active membership subscription, the system shows up “become a member” question if this setting is turned on. We have updated the way how the system presents this functionality to participants, to make it more straightforward and user friendly.
To improve the flow of the activity registration, we did a review of the current registration flow and implemented a lot of adjustments. The most important of them are the following:
- Decreased number of steps to complete the registration for a smoother process,
- A clearer overview of the activity products,
- Now participant may see activity products and apply discounts on the same page where the payment is happening,
- Upgrade of the “pay by invoice” payment option.
“Pay by invoice” payment option
To make the system more consistent, we have added the following changes to improve this part of the activity registration:
- A participant always has a possibility to choose the “company pays” option inside the invoicing part and an ability to choose/add the right company,
- A participant may see more details about the company inside the company search,
- The flow of choosing/adding a new company by getting its data from data hotel is improved from the UX point of view.
For the “company pays” invoicing option system collects more details about company payment information for more accurate invoicing which are company name, org number, payment method, address, postcode, city, country, email, PO number, and reference. If a participant adds a new company from the data hotel, system asks to fill in those details. If a participant has a company that is already registered in your association, the system pre-fills payment details with company payment details, and the person is able to update them if there is such a need.
- System does not require a company mobile number to be added inside the company payment details.
Working on improving the user experience while using the system, we divided the system structure into a few different “areas”: the area for a regular person (member or activity participant), the area for people who are responsible for courses in any way (those who are Course Super Administrators, Administrators, Editors or Contributors), and the area for people who are responsible for people management (Person Super Administrators, Administrators, Editors or Contributors).
If a person is a regular member or course participant, he or she will not see any changes. For those people who have any extra rights, the system will show up a swither to shift between different areas available for them.
Additionally, to present these changes to the end-users, the system will provide a short onboarding intro for all people having extra rights. During the first login to the system, such users will see a lightbox where he or she can choose the area he’s currently interested in by the following flow:
- User pick any role by clicking on it
- The system picks this role inside the role switcher and shows the appropriate set of menu items for the role
- User logs out, and then logs in back – the 1st login lightbox is not shown anymore*
*The system won’t show the lightbox to this user any more while the user uses the same browser and device and doesn’t clean cookies.
When a user has no extra role, during the 1st login user doesn’t see any changes.
We updated the system to use the latest version of the Stripe payments to improve security and meet new security regulations in EU.
How to find: On My page registration and course wizard when user will select payment via card.
Any front-end page can be set as a default one, opened for the members after they log in to My Page.
Please contact CiS development team in order to set up My Page default view for your organization.
Activity creation process has been completely reviewed and redesigned to make it more understandable, easy-to-use, and user-friendly.
Changes start with the new design for the list of activities. Now it has better look, it’s easier to read through and navigate among. Like other lists, the activity list has a new filter block, that is hidden but may be used upon a need.
We added the invoice number to the name of the invoice PDF file when an administrator or a member download it from the system.
How to find: On each invoice PDF file.
In back-end member custom fields page, Administrator can mark any field as “Important”. These fields will be shown in a separate block on member page right under the block with member main contact information. Also, any field can be marked as read-only on My page.
Managing the course becomes easier with involving people who are not admins to do some job related to activities. It is extremely important to keep control of the information these people are able to access. Choo i Skyen system provides new roles for the course: Course Super Amin, Course Admin, Course Editor, and Course Contributor to make things more flexible.
Course Contributor has read-only access to the activity, with the ability to view the main activity information, view the list of participants, and take out basic reports. This role is not able to access information related to payments (“Products” tab) or functions related to participants’ management (changing status, etc).
In addition to Course Contributor rights, Course Editor may not just see, but also edit main activity information, be able to manage participants, and take out reports. Course Editor still doesn’t have access to information related to payments and sees the settings of the registration form in read-only format.
Course Admin, Course Super Admin
Course Admin and Course Super Admin roles are tightly connected at the moment. These people have full access to the activity information (including payment information and settings of the registration form), a list of participants, and settings over who will be able to register for the course. Only Course Super Admin is able to send invitations.
Please note – people having Course Super Admin and Course Admin rights will be able to add new participants to the course, which assumes they’ll access basic personal information (name, email) of all active people inside the association.
How to assign a new role
New roles may be assigned from several places in the Back Office:
- Member card – Relations tab – Course rights on a Level
In this case, the person gets access to all courses inside the level in accordance with the role chosen by the Administrator. The access lasts within from-to dates and includes the ability to create new courses for the level.
2. Course card – Settings tab – Course responsible
In this case, the person gets access to one particular course, in accordance with the role chosen by the Administrator. This person is not able to create new courses.
3. Member card – New system role
Additionally, the Administrator may assign “Course Super Admin” role as a new system role to any person who doesn’t have access to Back Office. This person will get access to all activities created inside the association to help to manage them from My Page.