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software:information_systems

Information Systems Explainer

Hosting

We host via NameCheap - we have a Red Hat linux server running our WordPress page and DocuWiki.

Neon One CRM

A CRM (Contact Relationship Management) keeps track of our members, students and other community members of protohaven.

This is where members pay for their memberships.

It holds the following data:

  • Member Data
  • Class Data
  • Registration Data
  • Other Fundraising info

There are several kinds of accounts:

  • Constituent Accounts
    • Individual
    • Company
  • User Accounts

Individual Constituent accounts is what every member, student, shop tech, instructor and staff person has. It is where they can manage their memberships, payments, class registrations etc.

Company Accounts are used to group Individuals under a company membership. Every individual in a company should have an individual account and one person will likely have credentials to manage the company account too.

User Accounts are what Protohaven staff who require access to backend data would use. It provides access to all of the information contained within neon if the account has the right permissions.

Airtable

Airtable is partway between a spreadsheet and a database. It joins and processes data collected from other sources, and presents report “views” that techs and members can use.

  • Tool Statuses
  • Member Status
  • Time Off
  • Upcoming Classes

Discord

Discord is the chat system that members, techs, and staff use to keep in touch with each other.

Asana

Asana is a task manager that tracks assignment and completion of scheduled/unscheduled maintenance, purchase requests, and more.

Zapier

Zapier is an automation service that takes data from Airtable and performs actions in Asana and Discord. This includes:

  • Posting shift reports and tool reports to Discord
  • Auto-generating Asana tasks for scheduled maintenance and purchase requests

Booked Scheduler

We use Booked Scheduler to manage equipment reservations.

Our instance is hosted at https://reserve.protohaven.org/.

Workstation Images

Workstations are imaged via PXE on boot via Reboot Restore Rx.

Boxstarter does PowerShell stuff w chocolatey / WinGit… Used for image build.

Config for generating OS images checked into http://github.com/protohaven

DokuWiki

The wiki is deployed in namecheap by scriptacouculs and it keeps it updated.

Amber, Taylor, and Scott Martin are admins on the wiki. When you login there will be an admin link above the search bar.

To get started editing in dokuwiki, our wiki software I'd recommend watching this 6 minute long video.

You can use the playground to test things out.

Manual is here: https://www.dokuwiki.org/manual

There is a patch to one of the oauth files in the wiki software to make sign-ins work with neons oauth. that patch is up on the protohaven github here: https://github.com/protohaven/systems-integration/tree/main/neon-dokuwiki-oauth

Sheets automation

We use AppScript for automating some data management for payroll and member sign in:

Payroll is done through the Master Instructor Hours and Clearance Log - https://docs.google.com/spreadsheets/d/1dM_b1O7Uzj4qwyyJ-uMTmrE6sIcWowYnzYxhhpcWbGI/edit#gid=1037366967

Member check:

https://docs.google.com/spreadsheets/d/1YOdSUxjE5bb9ola9CB0LCq5ElDd1WCKx-6UBR-JzLuM/edit#gid=677739698

Pulls from Protohaven welcome and waiver form responses sheet:

https://docs.google.com/spreadsheets/d/1UrLZV1uAxW4ziLdy02kSXg15jidRYpktgQP8D5qz2rU/edit#gid=306631776

Which has appscript for annotating membership status and clearances (in neon and in the instructor hours and clearance log sheet)

software/information_systems.txt · Last modified: 2023/11/19 17:30 by smartin015