RE: [chairs] Info for chair setup of Kavi TC areas

Hi Karl - I've been working on the SSTC items as you requested. I have some issues and suggestions. Please let me know if I've just missed something that takes care of any of these...

Issues:

1. I'm a bit concerned about Kavi performance. I'm hitting the thing here at midnight EST and it ain't exactly speedy for doing these management operations. It can't be due to system load. I'm almost positive it's not a network bandwidth issue as I'm not having any general browsing issues to other sites.

2. The pointers to our charter, etc. do not show up as hyperlinks. I checked a couple other TC's and found the same problem.

3. No role has the ability to modify group notes and charter info (or any other aspect of the TC home page). I don't remember whether this was covered in the training, but this seems pretty restrictive. Will this restriction remain? When we got a preview in Baltimore, I thought we were shown a feature that would let us do some formatting of our pages. I understand the desire to make all TC home pages look similar, but it seems we now have almost no control over what info is presented on our main page. How will we get notes, announcements, etc. added? It seems REALLY inconvenient to have to put important TC info into a document and put it in the repository or create a dummy "event" to get something displayed.

Here's some wishlist items:

1. Actually, I *really* don't like having to click on a link for a PDF file just to see the charter. Can't we get inline text for this?

2. On the Charter and Chairs page, it would be nice to be able to list other important TC member roles (e.g. secretary, etc). Can't this content be under our control?

3. When managing rosters:

a. I would find it quite convenient to be able to do a search for anyone that is a "voting member". It lets me search on a specific role or on some name/email string, but I can't directly find who can vote. I can find all members in each role and then sort each of those pages on the "voting member" column, but that's a pain.

b. I noticed that it is possible to set an "observer" to "voting member" status. Do TC rules permit this? Shouldn't this be explicitly prohibited to prevent data entry/modification errors?

c. During the training, I asked about being able to track members on Leave of Absence. It was suggested to just move them to an observer role and move them back to member when they return. This may become tedious and error prone. And since OASIS has rules about membership status and LOA, it seems the system intended to help us manage membership should support that as well. It seems we won't be able to get away from using our current TC membership spreadsheet since we make an entry when someone goes on LOA with the date that they left and when they'll return.

d. I also don't recall whether the system will manage the transition from prospective member to voting member. Will it? If not, we also have to still track that manually with our spreadsheet as well.

e. It would be VERY nice if the system remembered more "preferences". For example, I prefer to always view the full roster. But every time I make a roster modification it reverts to the paginated view and I have to re-click the "All" link.

4. On pages that let you make edits and submit the changes, a nice usability feature is to put a SUBMIT button on both the TOP and the bottom of the section being edited. It speeds up data updates when the item you changed was near the top of the list. Otherwise you edit the item and then have to scroll to the bottom to submit the changes.

That's enough for tonight...

Rob Philpott

RSA Security Inc.

The Most Trusted Name in e-Security

Tel: 781-515-7115

Mobile: 617-510-0893

Fax: 781-515-7020

mailto:rphilpott@rsasecurity.com

> -----Original Message-----

> From: Karl Best [mailto:karl.best@oasis-open.org]

> Sent: Wednesday, February 12, 2003 5:40 PM

> To: chairs@lists.oasis-open.org

> Cc: colin.evans@intel.com; ckurt@microsoft.com; eduardo.gutentag@sun.com;

> Donald.Bergeron@lexisnexis.com; leahyt@wellsfargo.com; zagelow@us.ibm.com;

> higgins@kavi.com

> Subject: [chairs] Info for chair setup of Kavi TC areas

> Chairs:

> Here's the information I promised so that you can get started with your

> setup. OASIS staff has set up accounts on the Kavi system for as many

> people as we have information for, has created areas for each of the TCs

> (and JCs and MS SCs), and pre-populated these with the subscribers for

> those TCs, etc. We now need you to go into the area for your TC and

> complete the setup.

> 1. The first step is to get your password and complete the setup your

> personal account. (We'll be asking all OASIS members to do this at the

> time we launch, but you'll need to do it now so that you'll have access

> to the area for your TC.)

> a. Go to http://kavi.oasis-open.org/kmembership_info/request_password

> and enter your email address. The Kavi system will send you your

> username and password.

> b. After you've received your username and password, go to the My

> Account page at http://kavi.oasis-open.org/members/user_tools, login,

> then click on the Edit button and update your personal information. Make

> sure to save your changes.

> 2. The next step is to edit the information for your TC (or JC or MS SC).

> a. Go to the All Groups page (either click on this link from the left

> side of the above page, or go to

> http://kavi.oasis-open.org/apps/org/workgroup/portal/)

> b. Select the name of your TC (or JC or MS SC)

> c. edit the following information:

> - Manage Roster: This is where you need to do most of your work.

> I've pre-loaded the system with all of the subscribers to your TC list,

> and set them all as Observers (who receive mail but can't vote). Your

> job is to change the role of any people who are voting members of the

> TC. Remember the TC membership rules (see the TC Process or TC

> Guidelines for help, or contact me). If you've been keeping a membership

> roster then you'll already know who is who; otherwise this will be the

> people who joined the TC at some point and have been attending regularly

> since then. (The rosters you sent me a couple weeks ago were used to

> make sure that we had accounts created for all these people.) Change

> both the Role (the pulldown) as well as checking the Voting Member box.

> Set the roles for TC Chairs (if you have co- or vice-chairs) and

> Secretaries also; these are the people who will have permission to edit

> information on the site. Click the Submit Changes button when you're done.

> - Manage Email Templates: No need to do anything here unless you

> want to customize the message that is sent when someone joins the TC.

> - Upcoming Events: Add your upcoming TC meetings etc. here. We

> covered this in the training class, but if you didn't attend you can

> still probably figure it out. Remember that we won't launch until mid

> March so don't worry about any meetings that are in the next couple of

> weeks.

> - Recent Documents: This is where you'll be entering documents into

> the doc repository. It's up to you whether you want to start entering

> documents or not. If you have just a few documents on your current TC

> page then you can start this at any time. If you have quite a few you

> may want to wait a bit, as we're trying to put together some means of

> mass importing large numbers of docs. If you do want to start entering

> docs I would suggest that this would be a good opportunity to start

> using the doc naming scheme that has recently been discussed on the

> chairs mail list.

> - Open Ballots: This is where you'll create ballots, but as we're

> not going to be launching the Kavi system until mid March you probably

> won't have any ballots to put in here now.

> - Recent Action Items: This is where you'll create action items for

> members of the TC, but as we're not going to be launching the Kavi

> system until mid March you probably won't have any action items to put

> in here now.

> - Subgroups: This is where you set up your TC subcommittees. Click

> Add, then on the page that appears enter the SC name, the abbreviated

> name and mail list name (IMPORTANT: make sure that both of these match

> the name of the current SC mail list), chair (use the lookup), charter,

> and other settings (leave the settings as defaulted).

> General info:

> - Please don't forward these instructions to your TC or SC members. This

> pre-launch setup is intended just for TC (and JC and MS SC) chairs and

> secretaries. Once we launch the system in mid March we'll ask all OASIS

> members to set up their accounts and allow them to start using the

> functionality on the TC pages.

> - Once the system is launched an email notification will be sent to

> people when something about their account or something on the TC page

> changes. Email notification will be turned off until then as we'll be

> making lots of changes.

> - Please contact me with questions related to policy or process; for

> general help with "how do I do something in Kavi" please contact

> webmaster@oasis-open.org.

> -Karl

> =================================================================

> Karl F. Best

> Vice President, OASIS

> +1 978.667.5115 x206

> karl.best@oasis-open.org http://www.oasis-open.org

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