Editing Membership Database/Editing

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The [[Membership Database]] is edited by {{member|Sabrina Ryans}}.
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The [[Membership Database]] is edited by [[Adam Grose]].
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Other people that have done this task: {{member|Rose Bonertz}}, {{member|Susanna MacGarva}}, {{member|Diann Piwek}}, [[Dick Burnham]], [[Adam Grose]], [[Brett Wuth]], {{member|Bob Costa}}.
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Other people that have done this task: [[Brett Wuth]], [[BobCosta]].
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He uses
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* the changes that members make to their personnel record sheets at regular meetings
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* event/course sign-in sheets which are passed to him
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* individual changes which are e-mailed to him.
== Process ==
== Process ==
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=== Sources ===
 
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Gather your list of changes that need to be made to the membership database:
 
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* review any e-mails you may have received about updates
 
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* Review the call-out list in the membership binder for changes
 
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* Review the personnel records in the membership binder
 
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* Review decisions of the board about membership statuses and newly approved members
 
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** Any changes (e.g. an applicant becoming an associate member) should be ''added'', not deleting the old membership information. This is a requirement of the Alberta Society Act.
 
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* Collect the sign-in sheets from PCSAR incidents and events
 
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** These may be passed directly to the Membership Coordinator/Administrator by the event organizer / Search Manager
 
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** Some sheets may be left in the Membership Binder
 
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** Rope Rescue and Swiftwater Rescue trainings are recorded in a binder marked "Joint Rope Rescue" on the ''ground'' floor of the Fire Hall in a bookshelf opposite the door to the washroom.
 
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** Some committees record their attendance in the meeting records:
 
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*** [[Preplan/Committee#Meetings|Preplan]]
 
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*** [[Technology Committee#Meetings|Technology]]
 
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=== Edit existing records ===
 
Edit the membership records on the secure part of the wiki.
Edit the membership records on the secure part of the wiki.
* [[:Category:MemRecord|existing membership records]]
* [[:Category:MemRecord|existing membership records]]
* See [[Membership Database/Format|formatting instructions]] for the kinds of changes to make.
* See [[Membership Database/Format|formatting instructions]] for the kinds of changes to make.
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* {{subpage|Attended a course}}
 
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=== New Members and Applicants ===
 
* new members or applicants should be added in a similar fashion, namely
* new members or applicants should be added in a similar fashion, namely
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** If information on the new member is received by e-mail, print it.
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** [[Help:Starting a new page|create a new page]] called "<code>Members:John Doe</code>", using the person's name instead of <code>John Doe</code>. Note that the first part of the name <code>Members:</code> is plural (with an 's'), because we want it to be stored on the part of the wiki that only members can view.
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** Place the original form or the printed e-mail in the membership binder. Keep it there until the personnel record is printed to replace it. That way if there is a delay in printing, the member can continue to update this draft document.
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** Copy the contents from an existing member and edit it to match the new member
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** On [[Special:MyPage|your personal page]], or in a [[Sandbox]] add the line:
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*** Use the "edit" view of the existing member, so you copy ''everything'' including the <code>{{MemRecord|i=</code>.
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**: <code><nowiki>* {{member|John Doe}}</nowiki></code>
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**: using the person's name instead of <code>John Doe</code>.
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* [[Activities]] lists the activities we have had
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** Follow the link to the new member's page. You should be in the edit box, with a blank template ready to be filled in.
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** Fill in the information and save the page.
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* update membership statuses
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** Any changes (e.g. an applicant becoming an associate member) should be ''added'', not deleting the old membership information. This is a requirement of the Alberta Society Act.
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** check list of newly approved members
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* review any e-mailed updates (done to 23:47, 28 February 2011 (UTC))
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* Review Brett's copy of the call-out list
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* Review the call-out list in the membership binder
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* Review the personnel records in the membership binder
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=== Activities ===
 
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Add any newly recorded activities to the [[Activities]] page.
 
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=== Notification ===
 
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Once you have completed the update of the Membership Database,
 
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contact the [[Technology Committee#Communications|Technology Committee]] so they can [[Membership Database/Processing|process it]].
 
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== D4H ==
 
[[User:Brett Wuth|Brett Wuth]] has abandoned development of a
[[User:Brett Wuth|Brett Wuth]] has abandoned development of a
java application for structured editing of the database using
java application for structured editing of the database using
a graphical user interface ([[MembershipDatabaseEditorTask]]).
a graphical user interface ([[MembershipDatabaseEditorTask]]).
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Instead he is working on integrating [[D4H]].
 
==Tasks==
==Tasks==
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* type changes
* type changes
* validate database: [[Validate Membership Database Task]]
* validate database: [[Validate Membership Database Task]]
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== Log ==
 
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See {{subpage|Log}}
 

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