Editing Change of Position Holders
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there's several places this information needs to be recorded or reported. | there's several places this information needs to be recorded or reported. | ||
- | + | * For any board member, committee members or chairs, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] of the people that have stepped down from positions and the people that have taken up positions '''(done for changes to 2017-11-07)''' | |
- | + | * For changes of Administrator, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] by removing/adding them to as "Staff" on key the board committee '''(done for changes to 2017-11-07)''' | |
- | + | * For any board member, record the date they assumed or left office [[Board of Directors/Past|here]]. You'll need that for the [[Charitable Status]] filing. '''(done for changes to 2017-11-07)''' | |
- | + | * For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. '''(done for changes to 2017-11-07)''' | |
- | + | * For any change of Committee Members, update the [[Committees|Committee's Page]] '''(done for changes to 2017-11-07)''' | |
- | + | * Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. '''(done for changes to 2017-11-07)''' | |
- | + | * File changes of Board Members with the Provincial Registrar as part of our [[Society status/Changes of Directors|society status]]. Save copy of letter on same page. | |
- | + | * File changes of [[Board Members]] with [[Insurance|Insurer]]. '''(done for changes to 2017-11-07)''' | |
- | + | * [[Members:Contact/AGLC/PCSAR contact info|File changes]] of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the AGLC. Upload correspondence to wiki so can verify continuing our practice of using only our permanent contact info.; see email 2017-12-01 11:34 | |
- | + | * File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. | |
- | + | * For the Administrator, President, Training or Equipment Chair, update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people '''(done for changes to 2017-11-07)''' | |
- | + | * Let the membership know. | |
- | + | * For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. | |
- | + | * For changes in the [[Administrator]], change the name on the credit card. | |
- | + | * For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link|Members:Contact/Intuit/QuickBooks Online}} '''(done for changes to 2017-11-07)''' | |
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