Member Notes - Revision history

Neville Reid: /* Moderator notes */ "Alert other groups", since https://discourse.ilovefreegle.org/t/flagging-problem-members-to-other-groups/5720

2025-03-01T15:57:31Z

Moderator notes: "Alert other groups", since https://discourse.ilovefreegle.org/t/flagging-problem-members-to-other-groups/5720

← Older revision		Revision as of 15:57, 1 March 2025
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	==Moderator notes==		==Moderator notes==
			Volunteers can add mod notes to member records. These appear on ModTools in large pink boxes, and are seen by volunteers on other communities.

	Members, under data protection legislation, ~~have a right~~ to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our communities, it is sensible to:		When adding new notes, there is an option to "alert other groups". This causes the member to appear in Member Review immediately in every community wherever they are a member, and in new groups when they join.

			Members have a right, under data protection legislation, to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our communities, it is sensible to:

	* Make sure notes are fair, factual and polite		* Make sure notes are fair, factual and polite
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	* Note: If a community has opted their community out, then their notes would stay, because that’s what they want.		* Note: If a community has opted their community out, then their notes would stay, because that’s what they want.
	-->		-->

	==System notes==		==System notes==

Neville Reid: hide section on Member Note Review – apparently expected by Jacky in 2021, but not implemented yet

2025-03-01T15:50:55Z

hide section on Member Note Review – apparently expected by Jacky in 2021, but not implemented yet

← Older revision		Revision as of 15:50, 1 March 2025
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	~~'''~~Moderator ~~Notes'''~~		==Moderator notes==

	Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our communities, it is sensible to:		Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our communities, it is sensible to:
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	* Check the notes regularly to see if they are still relevant and appropriate - delete those that are not (see below for review reminders)		* Check the notes regularly to see if they are still relevant and appropriate - delete those that are not (see below for review reminders)

	You can find ~~a list of~~ members with notes on Modtools - Members > Approved > Select Community you want>With Notes (the default is All members).		You can find members with notes on Modtools – Members > Approved > Select Community you want > With Notes (the default is All members).

	''Member Note Review~~'' (soon to be implemented)~~		<!-- hide section – requested in 2021 but not implemented yet
			===Member Note Review===

	*Once a month a notice is posted on Modtools of notes older than three years which will be deleted within the next month unless someone in the community marks them as still relevant. This will appear on a separate page in Modtools.		*Once a month a notice is posted on Modtools of notes older than three years which will be deleted within the next month unless someone in the community marks them as still relevant. This will appear on a separate page in Modtools.
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	* Note: If a community has opted their community out, then their notes would stay, because that’s what they want.		* Note: If a community has opted their community out, then their notes would stay, because that’s what they want.
			-->
			==System notes==
	~~'''~~System ~~Notes'''~~

	There are some notes made automatically. An example might be “Last active: 4 years ago - won’t send mails“		There are some notes made automatically. An example might be “Last active: 4 years ago - won’t send mails“

Jacky at 17:38, 4 September 2021

2021-09-04T17:38:43Z

← Older revision		Revision as of 17:38, 4 September 2021
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	'''Moderator Notes'''		'''Moderator Notes'''

	Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our ~~groups~~, it is sensible to:		Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our communities, it is sensible to:

	* Make sure notes are fair, factual and polite		* Make sure notes are fair, factual and polite
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	''Member Note Review'' (soon to be implemented)		''Member Note Review'' (soon to be implemented)

	*Once a month a notice is posted on Modtools of notes older than three years which will be deleted within the next month unless someone in the ~~group~~ marks them as still relevant. This will appear on a separate page in Modtools.		*Once a month a notice is posted on Modtools of notes older than three years which will be deleted within the next month unless someone in the community marks them as still relevant. This will appear on a separate page in Modtools.
	*There is a maximum limit (c.50) on the number of notes included in that mail so that it isn’t overwhelming.		*There is a maximum limit (c.50) on the number of notes included in that mail so that it isn’t overwhelming.
	*A ~~group~~ can choose to opt out of this reminder and/or auto-delete function - a popup at that stage will mention GDPR. This is to confirm that the ~~group know~~ they are responsible for tidying up old notes. We can’t force ~~groups~~ to tidy notes, but it means they are aware of their responsibilities.		*A community can choose to opt out of this reminder and/or auto-delete function - a popup at that stage will mention GDPR. This is to confirm that the community knows they are responsible for tidying up old notes. We can’t force communities to tidy notes, but it means they are aware of their responsibilities.
	*Any volunteer in the same ~~group~~ (or Support) can delete or edit a member note.		*Any volunteer in the same community (or Support) can delete or edit a member note.
	*A clickable link is included to the ~~group~~ that has posted the note, so that they can be contacted easily by another ~~group~~ the member belongs to.		*A clickable link is included to the community that has posted the note, so that they can be contacted easily by another community the member belongs to.
	*An important note (eg. safeguarding issues) can be retained by editing it, so that it only comes back up for review in a further three years.		*An important note (eg. safeguarding issues) can be retained by editing it, so that it only comes back up for review in a further three years.

	* Note: If a ~~group~~ has opted their ~~group~~ out, then their notes would stay, because that’s what they want.		* Note: If a community has opted their community out, then their notes would stay, because that’s what they want.

Jacky at 15:22, 10 June 2021

2021-06-10T15:22:05Z

← Older revision		Revision as of 15:22, 10 June 2021
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	* Make sure notes are fair, factual and polite		* Make sure notes are fair, factual and polite
	* Don't write anything that you wouldn't want the member to read		* Don't write anything that you wouldn't want the member to read
	* Check the notes regularly to see if they are still relevant and appropriate - delete those that are not		* Check the notes regularly to see if they are still relevant and appropriate - delete those that are not (see below for review reminders)

	You can find a list of members with notes on Modtools - Members > Approved > Select Community you want>With Notes (the default is All members).		You can find a list of members with notes on Modtools - Members > Approved > Select Community you want>With Notes (the default is All members).

			''Member Note Review'' (soon to be implemented)

			*Once a month a notice is posted on Modtools of notes older than three years which will be deleted within the next month unless someone in the group marks them as still relevant. This will appear on a separate page in Modtools.
			*There is a maximum limit (c.50) on the number of notes included in that mail so that it isn’t overwhelming.
			*A group can choose to opt out of this reminder and/or auto-delete function - a popup at that stage will mention GDPR. This is to confirm that the group know they are responsible for tidying up old notes. We can’t force groups to tidy notes, but it means they are aware of their responsibilities.
			*Any volunteer in the same group (or Support) can delete or edit a member note.
			*A clickable link is included to the group that has posted the note, so that they can be contacted easily by another group the member belongs to.
			*An important note (eg. safeguarding issues) can be retained by editing it, so that it only comes back up for review in a further three years.

			* Note: If a group has opted their group out, then their notes would stay, because that’s what they want.


	'''System Notes'''		'''System Notes'''

Jacky at 09:20, 22 August 2020

2020-08-22T09:20:18Z

@@ Line 1: / Line 1: @@
 Members, under data protection legislation, have a right to see all the information we keep about them.  As part of that includes the notes we might write as part of moderating our groups, it is sensible to:
@@ Line 6: / Line 8: @@
 You can find a list of members with notes on Modtools - Members > Approved > Select Community you want>With Notes (the default is All members).
 Links:

Jacky at 15:19, 26 May 2020

2020-05-26T15:19:48Z

← Older revision		Revision as of 15:19, 26 May 2020
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	* Check the notes regularly to see if they are still relevant and appropriate - delete those that are not		* Check the notes regularly to see if they are still relevant and appropriate - delete those that are not

	You can find a list of members with notes on Modtools - Members > Approved > With Notes		You can find a list of members with notes on Modtools - Members > Approved > Select Community you want>With Notes (the default is All members).


	Links:		Links:
	* [[Housekeeping]]		* [[Housekeeping]]
	* [[Data Protection Guidelines]]		* [[Data Protection Guidelines]]
			*[[ModTools]]

	[[Category:Housekeeping]]		[[Category:Housekeeping]]
			[[category: ModTools]]

Jacky at 18:02, 29 April 2018

2018-04-29T18:02:20Z

← Older revision		Revision as of 18:02, 29 April 2018
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	Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our groups, it is sensible to:		Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our groups, it is sensible to:

	* Make sure notes are fair, factual and polite		* Make sure notes are fair, factual and polite
	* Check ~~them~~ regularly to see if they are still relevant and appropriate		* Don't write anything that you wouldn't want the member to read
			* Check the notes regularly to see if they are still relevant and appropriate - delete those that are not

	You can find a list of members with notes on Modtools - Members > Approved > With Notes		You can find a list of members with notes on Modtools - Members > Approved > With Notes

Jacky: Created page with "Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderatin..."

2018-04-28T09:41:29Z

Created page with "Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderatin..."

New page

Members, under data protection legislation, have a right to see all the information we keep about them. As part of that includes the notes we might write as part of moderating our groups, it is sensible to:

* Make sure notes are fair, factual and polite
* Check them regularly to see if they are still relevant and appropriate

You can find a list of members with notes on Modtools - Members > Approved > With Notes

Links:
* [[Housekeeping]]
* [[Data Protection Guidelines]]

[[Category:Housekeeping]]