Member Notes: Difference between revisions

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Moderator notes: "Alert other groups", since https://discourse.ilovefreegle.org/t/flagging-problem-members-to-other-groups/5720
Wiki revamp: restructure & modernise
 
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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.  
Volunteers can add mod notes to member records. These appear on ModTools in large pink boxes, and are visible to volunteers on other communities too.


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.  
When adding a new note, there's an option to "alert other groups". This makes the member appear in Member Review immediately, in every community where they're a member, and in any new community 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:
Members have a right, under data protection legislation, to see all the information we hold about them - and that includes notes volunteers write while moderating. So it's sensible to:


* 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
* Not write anything 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 (see below for review reminders)
* Check notes regularly to see if they're still relevant and appropriate, and delete those that aren't (see below for review reminders)


You can find members with notes on Modtools – Members > Approved > Select Community you want > With Notes (the default is All members).
You can find members with notes via ModTools > Members > Approved > select your community > With Notes (the default is All members).


<!-- hide section requested in 2021 but not implemented yet
<!-- hide section - requested in 2021 but not implemented yet
===Member Note Review===
===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.
*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  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.
*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 community (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 community that has posted the note, so that they can be contacted easily by another community 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 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.
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==System notes==
==System notes==
Some notes are added 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“
We stop sending emails to people after six months of inactivity - no site visits, no activity by email. If they come back to the site, we start again.


We stop sending emails to people after they have been inactive (haven’t visited the site, haven’t done anything by email) for six months. If they come back to the site then we’ll start again.
Many mailbox providers (Google, Microsoft, Yahoo and others) turn old, inactive mailboxes into spam honeytraps - if you're sending email to them, you're probably a spammer using a list obtained in a security breach. Sending mail to inactive mailboxes damages your spam reputation and makes it more likely your mail to active users will go to spam too.


There are a lot of mailbox providers (Google, Microsoft, Yahoo etc) who take old inactive mailboxes and turn them into spam honeytraps - if you’re sending email to them, you’re probably a spammer who’s using an email list they got in a security breach. So sending mails to inactive mailboxes damages your spam reputation and makes it more likely that your mails to active users will go to spam.
==Links==
 
 
Links:
* [[Housekeeping]]
* [[Housekeeping]]
* [[Data Protection Guidelines]]
* [[Data Protection Guidelines]]
*[[ModTools]]
*[[ModTools]]


[[Category:Housekeeping]]
[[Category:Moderating with ModTools]]
[[category: ModTools]]

Latest revision as of 12:00, 17 July 2026

Moderator notes

Volunteers can add mod notes to member records. These appear on ModTools in large pink boxes, and are visible to volunteers on other communities too.

When adding a new note, there's an option to "alert other groups". This makes the member appear in Member Review immediately, in every community where they're a member, and in any new community they join.

Members have a right, under data protection legislation, to see all the information we hold about them - and that includes notes volunteers write while moderating. So it's sensible to:

  • Make sure notes are fair, factual and polite
  • Not write anything you wouldn't want the member to read
  • Check notes regularly to see if they're still relevant and appropriate, and delete those that aren't (see below for review reminders)

You can find members with notes via ModTools > Members > Approved > select your community > With Notes (the default is All members).


System notes

Some notes are added automatically. An example might be: "Last active: 4 years ago - won't send mails."

We stop sending emails to people after six months of inactivity - no site visits, no activity by email. If they come back to the site, we start again.

Many mailbox providers (Google, Microsoft, Yahoo and others) turn old, inactive mailboxes into spam honeytraps - if you're sending email to them, you're probably a spammer using a list obtained in a security breach. Sending mail to inactive mailboxes damages your spam reputation and makes it more likely your mail to active users will go to spam too.

Links