Change of Position Holders - Revision history

Sabrina Ryans at 03:18, 28 April 2020

2020-04-28T03:18:47Z

←Older revision		Revision as of 03:18, 28 April 2020
Line 11:		Line 11:
	# 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. {{status\|not yet\|2019-03-29}}		# 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. {{status\|not yet\|2019-03-29}}
	# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|not yet\|2019-03-29}}		# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|not yet\|2019-03-29}}
-	# [[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. {{status\|~~not yet~~\|~~2019~~-04-01}}	+	# [[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. {{status\|done\|2020-04-27}}
	# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|not yet\|2019-04-10}}		# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|not yet\|2019-04-10}}
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}
Line 17:		Line 17:
	# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|not yet\|2019-04-10}}		# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|not yet\|2019-04-10}}
	# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}		# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}
-	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|~~not yet~~\|~~2019~~-04-10}}	+	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|done\|2020-04-27}}
	# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|not yet\|2019-03-29}}		# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|not yet\|2019-03-29}}

Sabrina Ryans at 02:48, 27 April 2020

2020-04-27T02:48:36Z

←Older revision		Revision as of 02:48, 27 April 2020
Line 6:		Line 6:
	# 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 {{status\|done\|2020-03-29}}		# 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 {{status\|done\|2020-03-29}}
	# 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. {{status\|done\|2020-04-26}}		# 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. {{status\|done\|2020-04-26}}
-	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|~~not yet~~\|~~2019~~-03-29}}	+	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|done\|2020-04-26}}
-	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|~~not yet~~\|~~2019~~-03-29}}	+	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|done\|2020-04-26}}
	# Update the [[Members:SAR Alberta/PCSAR listing\|SAR Alberta website listing]]. {{status\|not yet\|2019-03-29}}		# Update the [[Members:SAR Alberta/PCSAR listing\|SAR Alberta website listing]]. {{status\|not yet\|2019-03-29}}
	# 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. {{status\|not yet\|2019-03-29}}		# 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. {{status\|not yet\|2019-03-29}}

Sabrina Ryans at 02:44, 27 April 2020

2020-04-27T02:44:43Z

←Older revision		Revision as of 02:44, 27 April 2020
Line 5:		Line 5:
	# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|done\|2020-04-26}}		# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|done\|2020-04-26}}
	# 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 {{status\|done\|2020-03-29}}		# 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 {{status\|done\|2020-03-29}}
-	# 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. {{status\|~~not yet~~\|~~2019~~-03-29}}	+	# 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. {{status\|done\|2020-04-26}}
	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}		# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}
	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|not yet\|2019-03-29}}		# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|not yet\|2019-03-29}}

Sabrina Ryans at 02:43, 27 April 2020

2020-04-27T02:43:49Z

←Older revision		Revision as of 02:43, 27 April 2020
Line 3:		Line 3:

	{{tasks iteration date\|2019-03-22}}		{{tasks iteration date\|2019-03-22}}
-	# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|~~not yet~~\|~~2019~~-03-22}}	+	# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|done\|2020-04-26}}
-	# 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 {{status\|done\|~~2019~~-03-29}}	+	# 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 {{status\|done\|2020-03-29}}
	# 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. {{status\|not yet\|2019-03-29}}		# 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. {{status\|not yet\|2019-03-29}}
	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}		# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}

Brett Wuth at 23:58, 10 March 2020

2020-03-10T23:58:29Z

←Older revision		Revision as of 23:58, 10 March 2020
Line 3:		Line 3:

	{{tasks iteration date\|2019-03-22}}		{{tasks iteration date\|2019-03-22}}
-	# 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 {{status\|not yet\|2019-03-22}}	+	# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|not yet\|2019-03-22}}
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}
	# 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. {{status\|not yet\|2019-03-29}}		# 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. {{status\|not yet\|2019-03-29}}

Sabrina Ryans at 21:05, 6 March 2020

2020-03-06T21:05:31Z

←Older revision		Revision as of 21:05, 6 March 2020
Line 15:		Line 15:
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}
	# Let the membership know. {{status\|not yet\|2018-11-19}}		# Let the membership know. {{status\|not yet\|2018-11-19}}
-	# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|~~done~~\|2019-04-10}}	+	# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|not yet\|2019-04-10}}
	# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}		# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}
	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|not yet\|2019-04-10}}		# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|not yet\|2019-04-10}}
	# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|not yet\|2019-03-29}}		# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|not yet\|2019-03-29}}

Sabrina Ryans at 21:04, 6 March 2020

2020-03-06T21:04:37Z

Sabrina Ryans at 02:23, 26 April 2019

2019-04-26T02:23:43Z

←Older revision		Revision as of 02:23, 26 April 2019
Line 12:		Line 12:
	# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|done\|2019-03-29}}		# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|done\|2019-03-29}}
	# [[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. {{status\|done\|2019-04-01}}		# [[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. {{status\|done\|2019-04-01}}
-	# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|done\|~~2018~~-11-07}}	+	# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|done\|2019-04-10}}
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}
	# Let the membership know. {{status\|done\|2018-11-19}}		# Let the membership know. {{status\|done\|2018-11-19}}
-	# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|~~verified~~\|~~2017~~-11-07}}	+	# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|done\|2019-04-10}}
-	# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|~~Verified~~\|~~2017~~-11-07}}	+	# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}
-	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|done\|~~2018~~-11-13}}	+	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|done\|2019-04-10}}
	# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|done\|2019-03-29}}		# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|done\|2019-03-29}}

Sabrina Ryans at 19:56, 4 April 2019

2019-04-04T19:56:26Z

←Older revision		Revision as of 19:56, 4 April 2019
Line 12:		Line 12:
	# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|done\|2019-03-29}}		# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|done\|2019-03-29}}
	# [[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. {{status\|done\|2019-04-01}}		# [[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. {{status\|done\|2019-04-01}}
-	~~#* 2018-06-28 Brett: incorrect data on form, please correct and refile~~
	# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|done\|2018-11-07}}		# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|done\|2018-11-07}}
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}

Sabrina Ryans at 19:55, 4 April 2019

2019-04-04T19:55:03Z

←Older revision		Revision as of 19:55, 4 April 2019
Line 9:		Line 9:
	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|done\|2019-03-29}}		# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|done\|2019-03-29}}
	# Update the [[Members:SAR Alberta/PCSAR listing\|SAR Alberta website listing]]. {{status\|done\|2019-03-29}}		# Update the [[Members:SAR Alberta/PCSAR listing\|SAR Alberta website listing]]. {{status\|done\|2019-03-29}}
-	# 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. {{status\|done\|~~22019~~-03-29}}	+	# 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. {{status\|done\|2019-03-29}}
	# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|done\|2019-03-29}}		# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|done\|2019-03-29}}
	# [[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. {{status\|done\|2019-04-01}}		# [[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. {{status\|done\|2019-04-01}}

←Older revision		Revision as of 03:18, 28 April 2020
Line 11:		Line 11:
	# 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. {{status\|not yet\|2019-03-29}}		# 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. {{status\|not yet\|2019-03-29}}
	# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|not yet\|2019-03-29}}		# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|not yet\|2019-03-29}}
-	# [[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. {{status\|~~not yet~~\|~~2019~~-04-01}}	+	# [[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. {{status\|done\|2020-04-27}}
	# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|not yet\|2019-04-10}}		# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|not yet\|2019-04-10}}
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}
Line 17:		Line 17:
	# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|not yet\|2019-04-10}}		# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|not yet\|2019-04-10}}
	# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}		# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}
-	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|~~not yet~~\|~~2019~~-04-10}}	+	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|done\|2020-04-27}}
	# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|not yet\|2019-03-29}}		# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|not yet\|2019-03-29}}

←Older revision		Revision as of 02:48, 27 April 2020
Line 6:		Line 6:
	# 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 {{status\|done\|2020-03-29}}		# 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 {{status\|done\|2020-03-29}}
	# 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. {{status\|done\|2020-04-26}}		# 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. {{status\|done\|2020-04-26}}
-	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|~~not yet~~\|~~2019~~-03-29}}	+	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|done\|2020-04-26}}
-	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|~~not yet~~\|~~2019~~-03-29}}	+	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|done\|2020-04-26}}
	# Update the [[Members:SAR Alberta/PCSAR listing\|SAR Alberta website listing]]. {{status\|not yet\|2019-03-29}}		# Update the [[Members:SAR Alberta/PCSAR listing\|SAR Alberta website listing]]. {{status\|not yet\|2019-03-29}}
	# 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. {{status\|not yet\|2019-03-29}}		# 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. {{status\|not yet\|2019-03-29}}

←Older revision		Revision as of 02:44, 27 April 2020
Line 5:		Line 5:
	# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|done\|2020-04-26}}		# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|done\|2020-04-26}}
	# 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 {{status\|done\|2020-03-29}}		# 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 {{status\|done\|2020-03-29}}
-	# 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. {{status\|~~not yet~~\|~~2019~~-03-29}}	+	# 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. {{status\|done\|2020-04-26}}
	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}		# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}
	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|not yet\|2019-03-29}}		# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|not yet\|2019-03-29}}

←Older revision		Revision as of 02:43, 27 April 2020
Line 3:		Line 3:

	{{tasks iteration date\|2019-03-22}}		{{tasks iteration date\|2019-03-22}}
-	# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|~~not yet~~\|~~2019~~-03-22}}	+	# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|done\|2020-04-26}}
-	# 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 {{status\|done\|~~2019~~-03-29}}	+	# 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 {{status\|done\|2020-03-29}}
	# 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. {{status\|not yet\|2019-03-29}}		# 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. {{status\|not yet\|2019-03-29}}
	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}		# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}

←Older revision		Revision as of 23:58, 10 March 2020
Line 3:		Line 3:

	{{tasks iteration date\|2019-03-22}}		{{tasks iteration date\|2019-03-22}}
-	# 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 {{status\|not yet\|2019-03-22}}	+	# For any board member, committee members or chairs, [[Membership_Database/Format#Committee\|Update]] the [[:Category:MemRecord\|personnel records]] of the people that have stepped down from positions and the people that have taken up positions {{status\|not yet\|2019-03-22}}
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}
	# 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. {{status\|not yet\|2019-03-29}}		# 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. {{status\|not yet\|2019-03-29}}

←Older revision		Revision as of 21:04, 6 March 2020
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	{{tasks iteration date\|2019-03-22}}		{{tasks iteration date\|2019-03-22}}
-	# 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 {{status\|~~done~~\|2019-03-22}}	+	# 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 {{status\|not yet\|2019-03-22}}
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}
-	# 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. {{status\|~~done~~\|2019-03-29}}	+	# 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. {{status\|not yet\|2019-03-29}}
-	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|~~done~~\|2019-03-29}}	+	# For any board member, or the Administrator, update our [[Board of Directors\|list of board members]] on the wiki. {{status\|not yet\|2019-03-29}}
-	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|~~done~~\|2019-03-29}}	+	# For any change of Committee Members, update the [[Committees\|Committee's Page]] {{status\|not yet\|2019-03-29}}
-	# Update the [[Members:SAR Alberta/PCSAR listing\|SAR Alberta website listing]]. {{status\|~~done~~\|2019-03-29}}	+	# Update the [[Members:SAR Alberta/PCSAR listing\|SAR Alberta website listing]]. {{status\|not yet\|2019-03-29}}
-	# 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. {{status\|~~done~~\|2019-03-29}}	+	# 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. {{status\|not yet\|2019-03-29}}
-	# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|~~done~~\|2019-03-29}}	+	# File changes of [[Board Members]] with [[Members:Contact/Del Fisher\|Insurer]]; upload copy of letter {{status\|not yet\|2019-03-29}}
-	# [[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. {{status\|~~done~~\|2019-04-01}}	+	# [[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. {{status\|not yet\|2019-04-01}}
-	# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|~~done~~\|2019-04-10}}	+	# File changes of Board Members or the Administrator with the {{contact\|Canada Revenue Agency}}. Save copy of letter on same page. {{status\|not yet\|2019-04-10}}
	# 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 {{status\|done\|2019-03-29}}		# 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 {{status\|done\|2019-03-29}}
-	# Let the membership know. {{status\|~~done~~\|2018-11-19}}	+	# Let the membership know. {{status\|not yet\|2018-11-19}}
	# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|done\|2019-04-10}}		# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities\|change signing authorities]] at the bank. {{status\|done\|2019-04-10}}
	# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}		# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status\|done\|2019-04-10}}
-	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|~~done~~\|2019-04-10}}	+	# For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link\|Members:Contact/Intuit/QuickBooks Online}} {{status\|not yet\|2019-04-10}}
-	# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|~~done~~\|2019-03-29}}	+	# Provide new Board Members with an [[Board of Directors/Orientation\|orientation package]]. {{status\|not yet\|2019-03-29}}