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Visualitzar/Obrir Disseny i desplegament d’un sistema CiviCRM aplicat a la gestió de voluntariat dins del projecte Code Club Catalunya Pérez Serra, Raquel Curs 2018-2019 Director: LAIA ALBÓ GRAU EN ENGINYERIA EN SISTEMES AUDIOVISUALS Treball de Fi de Grau GRAU EN ENGINYERIA EN xxxxxxxxxxxx “output” — 2019/7/1 — 14:54 — page i — #1 Disseny i desplegament d’un sistema CiviCRM aplicat a la gestio´ de voluntariat dins del projecte Code Club Catalunya Raquel Perez´ Serra TREBALL FI DE GRAU GRAU EN ENGINYERIA EN SISTEMES AUDIOVISUALS ESCOLA SUPERIOR POLITECNICA UPF ANY 2019 DIRECTORA DEL TREBALL Laia Albo´ Departament de Tecnologies de la Informacio´ i les Comunicacions “output” — 2019/7/1 — 14:54 — page ii — #2 “output” — 2019/7/1 — 14:54 — page iii — #3 A tothom amb qui gaudeixo de la vida. For all who I enjoy my life with. :) iii “output” — 2019/7/1 — 14:54 — page iv — #4 “output” — 2019/7/1 — 14:54 — page v — #5 Agra¨ıments Agraeixo, per una banda, a la Martina Mayrhofer la oportunitat de formar part en aquest projecte i l’esforc¸dedicat. I per altra banda, a la Laia Albo´ per tota la implicacio´ i suport al llarg del projecte; disponible en tot moment i d’una forma molt transparent i proxima.` De tu aprenc, entre d’altres coses, que a part de dir les coses a millorar tambe´ cal felicitar la bona feina. v “output” — 2019/7/1 — 14:54 — page vi — #6 “output” — 2019/7/1 — 14:54 — page vii — #7 Resum En aquest treball s’ha dissenyat i desplegat un sistema gestor de clients basat en web que permet administrar una base de dades de voluntariat dins del programa Code Club Catalunya. L’objectiu es´ facilitar el registre automatitzat de persones voluntaries` a l’organitzacio´ i agilitzar la seva gestio,´ fins ara manual. Code Club Catalunya es´ un projecte que preten´ apropar la programacio´ als infants oferint tallers gestionats per voluntariat en hores extra-escolars. Els Code Clubs es rea- litzen en diferents espais (escoles, biblioteques, . ) i involucren diferents actors (voluntariat, gestors dels espais, . ). Aix´ı doncs, el que aporta aquest treball es´ una adaptacio´ del gestor de codi obert CiviCRM a les necessitats del projecte Co- de Club, permetent gestionar els diferents perfils d’usuaris aix´ı com facilitant els processos de registre per a participar en el projecte (entrega documents, gestio´ de correus electronics.` . ). Per tal d’arribar a la solucio´ de disseny final, s’ha seguit una estructura c´ıclica, amb dues iteracions d’avaluacio´ amb usuaris finals. Abstract A web-based customer management system has been designed and deployed for the Code Club Catalunya to streamline their management of volunteers. The Code Club Catalunya project offers after-school workshops for children. The volunteer- managed workshops are held in a variety of spaces including schools and libraries, and involve multiple actors such as volunteers and managers of the spaces. The deployed customer management system, an adaptation of the open source Civi- CRM manager, streamlines the management of actors involved in the project. The system supports the management of actors by profile and improves the volun- teer registration process (delivery documents, management of emails). A cyclical structure comprising two evaluation iterations with final users was used to achieve the final design of the solution. vii “output” — 2019/7/1 — 14:54 — page viii — #8 “output” — 2019/7/1 — 14:54 — page ix — #9 Sumari Index´ de figures xii Index´ de taules xiv Appendix xiv 1 INTRODUCCIO´ 1 1.1 Context . .2 2 ANALISI` DE LA NECESSITAT 5 2.1 Objectius . .5 2.2 Requeriments del projecte . .5 2.2.1 Requeriments funcionals . .6 2.2.2 Requeriments no funcionals . .8 3 PLANIFICACIO´ I FASES DEL PROJECTE 11 4 DISSENY 15 4.1 Disseny del sistema . 15 4.2 Estudi de solucions . 26 4.2.1 Estudi de tecnologies . 26 4.2.2 Tecnologia escollida . 28 5 IMPLEMENTACIO´ 35 5.1 Gestio´ de persones usuaries` . 37 5.2 Gestio´ de correu electronic` . 38 5.3 Gestio´ de documents . 40 6 PRIMERA AVALUACIO´ 47 6.1 Avaluacio´ modalitat questionari¨ en l´ınia i reunio..........´ 47 6.2 Resultats: descripcio´ de les millores . 47 7 IMPLEMENTACIO´ DE LES MILLORES 57 ix “output” — 2019/7/1 — 14:54 — page x — #10 8 SEGONA AVALUACIO´ 63 8.1 Disseny prova . 63 8.1.1 Tasques a realitzar . 63 8.1.2 Instruments . 63 8.2 Participants . 65 8.2.1 Procediment . 65 8.3 Resultats de la prova d’avaluacio..................´ 65 9 CONCLUSIONS 71 9.1 Treball futur . 71 A ANNEXOS 75 A.1 Formularis d’inscripcio´ del voluntariat i de les biblioteques. 75 A.2 Exemples fitxes de contactes. 79 A.3 Entrega de documents necessaris del voluntariat i de la biblioteca. 81 A.4 Exemple de com es guarda l’entrega de documents en la fitxa d’un contacte. 83 A.5 Questionari¨ primera avaluacio....................´ 84 A.6 Respostes primera prova d’avaluacio.´ . 94 A.7 Cronograma de les plantilles de correu electronic.` . 99 A.8 Tasques ha realitzar del rol de persona usuaria.` . 110 A.9 Tasques ha realitzar del rol de biblioteca. 112 A.10 Questionari¨ rol voluntariat. 114 A.11 Questionari¨ rol biblioteca. 118 A.12 Full de consentiment. 122 A.13 Respostes segona prova d’avaluacio.´ . 124 x “output” — 2019/7/1 — 14:54 — page xi — #11 Index´ de figures 1.1 Elements dels Code Clubs [2]. .3 1.2 Fragment dels passos a seguir del primer projecte amb Scratch anomenat ’Grup de Rock’ (http://codeclubcat.org/materials/curriculum/) [2]. .3 3.1 Model iteratiu de disseny de software seguit al llarg del treball . 14 4.1 Mapa de rols de persones usuaries.` . 17 4.2 Mapa de casos d’us´ amb les relacions d’especialitzacio,´ extensio,´ composicio´ i afinitat. 24 4.3 Model de successio´ per a l’activitat extraescolar dins del projecte “Code Club a les Biblioteques”. 25 4.4 Caracter´ıstiques mes´ destacades de CiviCRM; en blau aquelles que s’utilitzen en el projecte (blau fosc com a requeriment princi- pal, blau clar com a requeriment secundari) . 31 4.5 Mapa conceptual dels diferents components que disposa CiviCRM, en lletra de color negra els que s’utilitzen (CiviCase i CiviEvent potser (segon requeriment) i en blanc els que no. 33 5.1 Mapa conceptual dels diferents elements necessaris per al bon funcionament de CiviCRM. 35 5.2 Dibuix esquematic` de la pantalla inicial de Drupal. 37 5.3 Zoom en la pantalla inicial de CiviCRM. 37 5.4 Relacions de la BBDD que guarda les dades dels contactes. 39 5.5 Captura de pantalla dels diferents formats en que es pot escriure un correu electronic` i de la opcio´ per a adjuntar un fitxer. 41 5.6 Captura del llistat de plantilles de correu electronic` del sistema. 42 5.7 Captura d’exemple missatge ’Av´ıs de formacio´ previa’.` . 43 5.8 Relacions de la DDBB que guarda les dades dels documents. 45 6.1 Visualitzacio´ de la configuracio´ de la connexio´ entre Drupal i Ci- viCRM de les persones voluntaries.` . 51 xi “output” — 2019/7/1 — 14:54 — page xii — #12 6.2 Visualitzacio´ de la configuracio´ de la connexio´ entre Drupal i Ci- viCRM de les biblioteques (notar que no disposem de una opcio´ reservada). 51 6.3 Captura de la cerca per a poder exportar el que es demana. 53 6.4 Exemple de la cerca per a obtenir el que es demana. 53 6.5 Exemple de la cerca per obtenir el que es demana. 55 7.1 Millores visualment destacades del formulari d’inscripcio´ com a persona voluntaria.` . 58 7.2 Millores visualment destacades del formulari d’inscripcio´ com a biblioteca. 58 7.3 Correu electronic` automatic` final del formulari d’inscripcio´ com a persona voluntaria.` . 59 7.4 Correu electronic` automatic` final del formulari d’inscripcio´ com a biblioteca. 60 7.5 Captura final de l’entrega de documentacio´ necessaria` del volun- tariat. 61 7.6 Captura final de l’entrega de documentacio´ necessaria` de les bi- blioteques. 61 8.1 Grafic` respostes preguntes primera tasca. 67 8.2 Grafic` respostes preguntes segona tasca. 67 8.3 Grafic` respostes preguntes visio´ global. 68 A.1 Formulari inscripcio´ persona voluntaria` (fotografia 1) . 76 A.2 Formulari inscripcio´ persona voluntaria` (fotografia 2) . 76 A.3 Formulari inscripcio´ persona voluntaria` (fotografia 3) . 77 A.4 Formulari inscripcio´ persona voluntaria` (fotografia 4) . 77 A.5 Formulari d’inscripcio´ biblioteques (fotografia 1) . 78 A.6 Formulari d’inscripcio´ biblioteques (fotografia 2) . 78 A.7 Dades d’un contacte voluntari (fotografia 1) . 79 A.8 Dades d’un contacte voluntari (fotografia 2) . 80 A.9 Dades d’un contacte biblioteca . 80 A.10 Captura formulari ’Documentacio´ necessaria` del voluntariat’ (fo- tografia 1). 81 A.11 Captura formulari ’Documentacio´ necessaria` del voluntariat’ (fo- tografia 2). 82 A.12 Captura formulari ’Documentacio´ necessaria` de les biblioteques’. 82 A.13 Captura d’exemple fitxa de contacte. 83 xii “output” — 2019/7/1 — 14:54 — page xiii — #13 Index´ de taules 3.1 Diagrama de Gantt inicial . 12 3.2 Diagrama de Gantt final . 13 4.1 Llistat dels principals tipus de rols que interactuen, breu descrip- cio´ i les corresponents interaccions. 16 4.2 Resposta del sistema a la tasca ’Utilitzar la plataforma’. 18 4.3 Resposta del sistema a la tasca ’Inscriure’s com a biblioteca o com a persona voluntaria’.` . 18 4.4 Resposta del sistema a la tasca ’Entregar els documents’. 19 4.5 Resposta del sistema a la tasca ’Utilitzar les tres diferents gestions persones usuaries,` correus electronics` o documents’. 19 4.6 Resposta del sistema a la tasca ’Modificar el formulari d’inscrip- cio,´ ja sigui de biblioteques o persones voluntaries’.` .
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