Each stage of escalation involves more community members. We believe this is important before taking an extreme measure such as permanently closing a member's account.
Stage One: Problems with Members Procedure
If you're having a problem with a member — a conflict or any kind of problem with what someone else is doing — start with the Problems with Members procedure.
Following this simple procedure will result in a Mentor Intervention Request (MIR) if appropriate. It is the first level of escalation.
Stage Two: Mentor Intervention Request
- They resolve it without mentoring. The member is not added to the tracking document or is added at the green level for reference only.
- They assign a Mentor and add the member to the tracking doc at the yellow level. See stage three.
- They file a Mediation Request Form (MRF) and move the member(s) to the purple level because it's a heated conflict or otherwise beyond the scope of informal mentoring. Skip to stage four.
Stage Three: Informal Mentoring (Yellow Level)
The MIR is forwarded to a volunteer Mentor who will communicate with the member informally. They may enlist the help of other Mentors and Rangers. Whenever the Mentor decides it's appropriate, they choose to do one of the following:
- They file a new MIR because they are not willing or able to continue mentoring but the member needs more help. See stage two.
- They file a Conclusion Report (CR) to report successful mentoring. The Mediators group receives the CR and moves the member on the tracking doc from yellow to green level.
- They file a Mediation Request Form (MRF) and move the member to the purple level. See stage four.
Stage Four: Formal Mediation (Purple Level)
Mentoring is meant to help individuals who are making mistakes. If it becomes hard to assume good intentions or if there is a heated conflict between members, formal mediation is warranted.
A Mediation Request Form (MRF) can only be submitted by a Mediator or Mentor after an initial Mentor Intervention Request. This continues the paper trail for the Mediator to follow, and it is part of our strategy for involving more community members in more serious problems.
The volunteer Mediator follows the highly structured process on Formal Mediation. At the end of this process, the Mediator makes a formal recommendation and asks the member(s) if they understand and accept it. The Mediator then files a Conclusion Report (CR).
- They report a successful mediation if the member(s) accept their recommendation. The Mediators group receives the CR and moves the member(s) to the green or yellow level.
- They report an unsuccessful mediation if their recommendation is not accepted. The Mediators group forwards the CR to the WikiTree Team. See stage five.
Stage Five: Escalation to Team
Escalation to the team usually means that the member will be asked to take time away from WikiTree, clear their Watchlist, or end their participation entirely. Before this, we want the volunteer community to have every reasonable opportunity to help the member. This is why there must be at least one Mentor Intervention Request, Mediation Request, and Conclusion Report before final escalation.
Closing an Account
We believe that almost all conflicts are based on mistakes and misunderstandings. They are communication problems. The goal of mentoring and mediation is to break through the communication problem.
If a member is involved in repeated conflicts or requires repeated mentoring, they may be asked to leave the WikiTree community. This can happen even if there was no intentional misconduct. The member may not be making genealogical research mistakes. They may just have no patience for the mistakes of others.
WikiTree is for collaboration, and collaboration requires a special kind of personality and a lot of patience. Not everyone wants to do what it requires. If you might be headed in this direction — if WikiTree hasn't been fun for you — start by reducing your Watchlist.
Dealing with frequent conflicts drains our free community's scarce resources. Sometimes closing an account is necessary to keep our community productive, enjoyable, and free.
Public Review of Account Closures
If you have your account closed you can request a public review.
Your account will not be reopened. Account closures are permanent. Requesting a public review is something like a Freedom of Information request. It's a way for you and others to discover whether your case was handled fairly.
Mentoring and mediation is done privately to protect the individuals involved and prevent conflicts from escalating unnecessarily. See Conflict Privacy. If you suspect that the process was not fair you can have everything about your case made public. Files will not be shown to you privately. They will be opened up for everyone to see.
If you discuss the case with others in a public forum, this will be interpreted as a request for public review.
In a public review, we start by posting a summary on G2G. We may include quotes from private messages and e-mails that you have written, with sensitive details and information about others removed.
You can ask to have a reply posted on the G2G thread. This is a one-time message, not a debate. Other members may also comment on it.
Mediators and Team Members will not reply publicly or privately about mentoring or mediation anywhere other than the G2G review message. If someone wants to discuss the case, e.g. on a social network or via e-mail, we will point to the review message and comment there if necessary.
To emphasize, a public review will never result in an account being reopened. It is just a way to allow the community to judge whether the decision was fair and whether our conflict escalation procedure needs to be changed.
This page was last modified 17:33, 23 January 2020. This page has been accessed 3,937 times.