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- | {{tasks iteration date|2019-03-22}}
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| When a new Administrator comes on board they should be given an orientation and walked through some initial steps. | | When a new Administrator comes on board they should be given an orientation and walked through some initial steps. |
- | * Review the [[Members:Administrator/Contract|contract]]; discuss any changes; arrange to sign it. {{status|done|2019-04-04}}
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- | * Upload a scanned copy of contract to wiki. {{status|done|2019-04-15}}
| + | * Review the {{link|Administrator/Job Description}}. This is the principal document from which the Administrator determines what to do. Work that is outside the job description should be approved by the President or Board. If it is of an on-going nature, it should be added to the job description. |
- | * orient to [[General computer skills]] {{status|done|2019-04-04}}
| + | * Review the contract; discuss any changes; arrange to sign it. |
- | * Create record for the new person in the [[Membership Database/Editing|Personnel Database]] (or update if they are already there) {{status|done|2019-03-22}}
| + | * Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. |
- | ** update details of personnel record
| + | * Provide post office box key |
- | ** Status = Staff
| + | * pass over current files; outstanding mail |
- | ** Board Committee
| + | * make "[[Change of Position Holders]]" updates reflecting new Administrator |
- | * Update <code>/home/wuth/sar/pc/membership/bin/print-queue-email</code> {{status|done|2019-04-25}}
| + | * discuss common difficulties of working for a board. Report to board as a whole, when meeting as a board, not to individual board members. Report to President between board meetings. |
- | * [[Personnel Database/Processing/How To|process the personnel database]] to update the mailing lists and wiki privileges {{status|}}
| + | * provide with [[Members:Phone.com/Administrator|Phone.com administration]] password |
- | * Add new Administrator [[Special:Userrights|to the Sysop group]] of the wiki so they can delete pages and files {{status|done|2019-03-22}}
| + | * orient to the [[wiki]] |
- | * Remove the old Administrator from the Sysop group {{status|done|2019-03-22}}
| + | * orient to [[EMail Lists]] |
- | * verify that they are receiving messages to pcsar-board (check spam filter) {{status|}}
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- | * verify that they receive messages to pcsar-members (check spam filter) {{status|}}
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- | * send a message to the membership announcing new administrator {{status|}}
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- | * Review the {{link|Administrator/Role Description}}. This is the principal document from which the Administrator determines what to do. Work that is outside the job description should be approved by the President or Board. If it is of an on-going nature, it should be added to the job description. {{status|done|2019-03-29}} | + | |
- | * Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. {{status|}} | + | |
- | * Provide post office box key {{status|done|2019-04-15}} | + | |
- | * pass over current files; outstanding mail {{status|done|2019-03-29}} | + | |
- | * make "[[Change of Position Holders]]" updates reflecting new Administrator {{status|done|2019-04-09}} | + | |
- | * discuss common difficulties of working for a board. Report to board as a whole, when meeting as a board, not to individual board members. Report to President between board meetings. {{status|done|2019-03-29}} | + | |
- | * provide with [[Members:Phone.com/Administrator|Phone.com administration]] password {{status|done|2019-03-29}} | + | |
- | * orient to the [[wiki]] {{status|done|2019-04-02}} | + | |
- | * orient to [[EMail Lists]] {{status|done|2019-04-02}} | + | |
- | * point out our [[letterhead]] {{status|done|2019-03-29}}
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- | * orient to {{link|Board of Directors/Secretary/Preparing minutes}} {{status|done|2019-04-02}}
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- | * orient to [[Policies]] {{status|done|2019-04-02}}
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- | * [[Members:Book Keeping Task/QuickBooks/Online/Add new user|provide access]] to QuickBooks Online {{status|done|2019-04-22}}
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- | * orient to [[Financial]] information on the wiki {{status|done|2019-04-02}}
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- | * orient to [[Book Keeping Task]] {{status|done|2019-04-25}}
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- | * orient to [[Book Keeping Task/QuickBooks|Quick Books Online]] {{status|done|2019-04-25}}
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- | * orient to editing personnel database {{status|}}
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- | * provide administrator with password to phone.com to reset credit card, etc. {{status|done|2019-05-16}}
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- | * provide administrator with [[Members:Contact/Delorme#ID|password]] to inreach account to download statements, reset credit card {{status|done|2019-05-16}}
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- | * [[Personnel Database/Printing]]
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