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Gearsorter major concepts v1.3
 

Gearsorter major concepts v1.3

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    Gearsorter major concepts v1.3 Gearsorter major concepts v1.3 Presentation Transcript

    • Major Concepts
    • The Trip A trip is a container for  a packing list  people going on the trip  a dashboard overview
    • The Trip Participants Trip Participant Trip Participants are people you have invited on the trip Once folks are invited, they can be in one of four (4) statuses  No response  Accepted  Maybe  Declined Participants can become Organizers  Organizers are super users. Any organizer has complete control over the trip, the participants, and the packing list Participants can switch to an Observer status  Observers can help facilitate the trip, can lend gear, etc., but are not physically going on the trip
    • The Packing List Have it Need it For each packing list item on your list, you can “Sort” your list into  Unsorted  Unsorted – the default state that a pack list item is in when you add/receive it  Have it  Unpacked – You have it but its not packed, or you have it but need to find it  Packed – You have it and it’s ready to go on your trip. Usually this means its in your backpack, luggage, etc  Need it  Buy it – You don’t have it and you want to buy it. Sometimes there will be recommended products from other participants, the organizer(s) or a 3 rd party.  Rent it – Yes, you want to rent it. One day we’ll help more with that.  Borrow it – Yes, you have friends! And they love to lend you their gear? You’ll be able to peruse your friends gear lists to see if they have what you are looking for.  Friends can create instructions for checking in / checking out their gear.  TBD – You’re indecisive and that’s OK! Make a note and deal with it later. Your sort states are unrelated to the packing list item type  If a toothbrush is on everyone’s list, each participant will make their own sort choices. I may have one, and you may not. They are always mutually exclusive
    • The Packing List Packing List Item GearSorter is primarily focused around the packing list. There are four (4) types of packing list item types  Private  Items that only show up on your packing list (e.g. Contacts, inhaler, etc.)  Personal  Items that can show up on your packing list, as well as others on the trip that subscribe to them  An item with only one person subscribed is considered to be “Private” for this release  Universal  Items that show up on everyone’s list  These items can only be deleted or modified by the organizer  However, participants can ignore these items  Group  Group items that need to be filled  Only shows up on your list if you have accepted or been assigned that item (or part of that item)  If you leave the trip, any items you were assigned go back into the queue for other participants to act on.
    • Packing List Item – Personal (just for you) Mary & Joe have both created an item called “Toothbrush” They are different items, so any edits of these items only affect the respective participant Mary is subscribed to Item #1, and Joe is subscribed to Item #2
    • Packing List Item – Personal (for you and others) Joe & Hannah are subscribed to the same item  Joe is the owner, Hannah is the subscriber.  Only Joe can edit or change the item, Hannah automatically gets these updates  If Joe changes the name from “Toothbrush” to “Soft White Toothbrush”, Hannah will receive that change If Joe (the owner) unsubscribes from the item, all the other subscribers will become owners Joe can add Hannah as a co-owner, allowing both of them to edit and receive each other updates automatically
    • Packing List Item - Universal Universal items work just like personal items EXCEPT  All participants are automatically subscribed to universal items.  Participants can’t delete universal items but can ignore them (effectively a delete for that person)  Only organizers can change universal items
    • Packing List Item - Group Item Group items  Organizers can assign responsibility directly to a trip participant  Participants can reject the assignment  Assigned items appear on the assigned person’s packing list  You must reject the item to remove it from your packing list  Participants can accept the assignment  Accepted assignments are the end goal of the organizer  Participants can offer up specific gear for the item request  Organizers can review offers and select the offers they wish to accept  Accepted offers are equivalent to accepted assignments  Excess offers are kept active in case a participant can’t fulfill his/her obligation
    • List Templates List Template List templates are saved lists you can apply to current or future trips.  Adding a list template to a packing list adds all the list template items to the packing list  List template items are identical to packing list items in structure  You can create “mini-lists” that revolve around a person or type of trip  “Dog template” - If you bring your dog on a trip, you want to be sure you bring these X items too List Templates applied to Trips Packing List saved back to a List Template
    • Systems Systems are major grouping of categories  They are preconfigured to save time  Sleep  Food  Clothing  Head & Hands  Footwear  Equipment  Packs & Bags  Tent & Shelters  Camp & Cooking  Medical & Hygiene  Information  Emergency  Miscellaneous  Personal  Each category can belong to ONLY ONE system  Systems allow you to quickly filter your lists  In future versions, we’ll allow you to add your own systems
    • Categories Categories are the glue that connect our packing list items with products  Our category database is oriented for the outdoors, but you could load a whole new database in a different vertical (e.g. wedding, conference, etc.)  You can add your own custom categories  Each custom category must be assigned a System  Everyone can view your custom categories. They may also subscribe to them.  Once someone has subscribed to your custom category, they can use it on their lists  E.g. “Earplugs” are not in our DB. We add this custom category and give it the System of “Personal”  Categories can be related to each other. This is important as many categories overlap.  Hats, Sun Hats, Wide brimmed Sun Hats, and Visors are all related  Hats -> Sun Hats  Sun Hats -> Wide brimmed Sun Hats  Hats -> Visors  Sun Hats & Visors are ONE digress away from Hats. Wide brimmed Sun Hats are TWO degrees away from Hats  Gearsorter does all the category relationships for you for our categories.  You are responsible for relating your custom categories to our categories, but it’s not required.
    • Friends & Tripmates Friends work much like Facebook  We will integrate in with FB  Friendship can be one way only or reciprocated  If I friend you and you do not accept my friendship request  You can add me to a trip, but I cannot add you Tripmates are anyone you have ever gone on a trip with  Invited folks are not considered tripmates  They must act on the invitation (e.g. accept, going) Both Tripmates & Friends are available to add or invite to your trip Anyone can be invited by email address
    • Delegates Delegates are someone who you give (almost) full privileges to act on your behalf  Add items to your delegate’s list  Accept/Reject group gear assignments  Sort (Have/Need) your delegate’s packing list Delegates are global. If a person joins your trip that is a delegate, you automatically inherit delegate privileges Delegation can be one way or reciprocated Delegates show up in your Entourage
    • Dependents Dependents are entities that cannot login to the system  Examples: children & pets Dependents automatically show up as part of your Entourage if they are on a trip
    • The Entourage (!) Your entourage is  You!  Your delegates who have joined this trip  Your dependents who have joined this trip You have access to their packing list at any time  It’s as if you logged in as them and went to their packing list  What they would see is exactly what you would see (except private items) You can see an overview of anyone in your entourage just as you can see an overview of yourself
    • Product Recommendations There are two kinds of product recommendations  Direct links to products external to GearSorter  E.g. http://www.sportsbasement.com/store/RF002416BR2- S11!Reef/+Reef+Men%27s+Leather+Fanning+in+Brown  Checkboxes for products that are internal to GearSorter  Check the products you want to recommend from inside our catalog.  We have very few products currently, so you’ll mostly use the external link option
    • Let’s get started