Administrator/Intake - Revision history

Brett Wuth at 03:45, 10 February 2020

Brett Wuth — Mon, 10 Feb 2020 03:45:57 GMT

←Older revision		Revision as of 03:45, 10 February 2020
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	* provide administrator with password to phone.com to reset credit card, etc. {{status\|done\|2019-05-16}}		* provide administrator with password to phone.com to reset credit card, etc. {{status\|done\|2019-05-16}}
	* provide administrator with [[Members:Contact/Delorme#ID\|password]] to inreach account to download statements, reset credit card {{status\|done\|2019-05-16}}		* provide administrator with [[Members:Contact/Delorme#ID\|password]] to inreach account to download statements, reset credit card {{status\|done\|2019-05-16}}
		+	* [[Personnel Database/Printing]]

Brett Wuth at 21:52, 17 May 2019

Brett Wuth — Fri, 17 May 2019 21:52:17 GMT

←Older revision		Revision as of 21:52, 17 May 2019
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	* orient to editing personnel database {{status\|}}		* orient to editing personnel database {{status\|}}
	* provide administrator with password to phone.com to reset credit card, etc. {{status\|done\|2019-05-16}}		* provide administrator with password to phone.com to reset credit card, etc. {{status\|done\|2019-05-16}}
-	* provide administrator with password to inreach account to download statements, reset credit card {{status\|done\|2019-05-16}}	+	* provide administrator with [[Members:Contact/Delorme#ID\|password]] to inreach account to download statements, reset credit card {{status\|done\|2019-05-16}}

Brett Wuth at 20:37, 16 May 2019

Brett Wuth — Thu, 16 May 2019 20:37:26 GMT

←Older revision		Revision as of 20:37, 16 May 2019
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	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}		* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}
	* orient to editing personnel database {{status\|}}		* orient to editing personnel database {{status\|}}
-	* provide administrator with password to phone.com to reset credit card, etc.	+	* provide administrator with password to phone.com to reset credit card, etc. {{status\|done\|2019-05-16}}
-	* provide administrator with password to inreach account to download statements, reset credit card	+	* provide administrator with password to inreach account to download statements, reset credit card {{status\|done\|2019-05-16}}

Brett Wuth at 20:36, 16 May 2019

Brett Wuth — Thu, 16 May 2019 20:36:45 GMT

←Older revision		Revision as of 20:36, 16 May 2019
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	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}		* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}
	* orient to editing personnel database {{status\|}}		* orient to editing personnel database {{status\|}}
-	* provide administrator password to phone.com to reset credit card, etc.	+	* provide administrator with password to phone.com to reset credit card, etc.
		+	* provide administrator with password to inreach account to download statements, reset credit card

Brett Wuth at 00:06, 13 May 2019

Brett Wuth — Mon, 13 May 2019 00:06:14 GMT

←Older revision		Revision as of 00:06, 13 May 2019
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	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}		* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}
	* orient to editing personnel database {{status\|}}		* orient to editing personnel database {{status\|}}
		+	* provide administrator password to phone.com to reset credit card, etc.

Brett Wuth at 03:38, 26 April 2019

Brett Wuth — Fri, 26 Apr 2019 03:38:17 GMT

←Older revision		Revision as of 03:38, 26 April 2019
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	* [[Members:Book Keeping Task/QuickBooks/Online/Add new user\|provide access]] to QuickBooks Online {{status\|done\|2019-04-22}}		* [[Members:Book Keeping Task/QuickBooks/Online/Add new user\|provide access]] to QuickBooks Online {{status\|done\|2019-04-22}}
	* orient to [[Financial]] information on the wiki {{status\|done\|2019-04-02}}		* orient to [[Financial]] information on the wiki {{status\|done\|2019-04-02}}
-	* orient to [[Book Keeping Task]] {{status\|}}	+	* orient to [[Book Keeping Task]] {{status\|done\|2019-04-25}}
	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}		* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}
-	* orient to editing personnel database {{status\|~~done\|2019-04-25~~}}	+	* orient to editing personnel database {{status\|}}

Brett Wuth at 03:37, 26 April 2019

Brett Wuth — Fri, 26 Apr 2019 03:37:52 GMT

←Older revision		Revision as of 03:37, 26 April 2019
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	* orient to [[Financial]] information on the wiki {{status\|done\|2019-04-02}}		* orient to [[Financial]] information on the wiki {{status\|done\|2019-04-02}}
	* orient to [[Book Keeping Task]] {{status\|}}		* orient to [[Book Keeping Task]] {{status\|}}
-	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|}}	+	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}
-	* orient to editing personnel database {{status\|}}	+	* orient to editing personnel database {{status\|done\|2019-04-25}}

Brett Wuth at 03:24, 26 April 2019

Brett Wuth — Fri, 26 Apr 2019 03:24:47 GMT

←Older revision		Revision as of 03:24, 26 April 2019
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	* orient to [[Book Keeping Task]] {{status\|}}		* orient to [[Book Keeping Task]] {{status\|}}
	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|}}		* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|}}
		+	* orient to editing personnel database {{status\|}}

Sabrina Ryans at 02:21, 26 April 2019

Sabrina Ryans — Fri, 26 Apr 2019 02:21:49 GMT

←Older revision		Revision as of 02:21, 26 April 2019
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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}}		* Review the [[Members:Administrator/Contract\|contract]]; discuss any changes; arrange to sign it. {{status\|done\|2019-04-04}}
-	* Upload a scanned copy of contract to wiki. {{status\|}}	+	* Upload a scanned copy of contract to wiki. {{status\|done\|2019-04-15}}
	* orient to [[General computer skills]] {{status\|done\|2019-04-04}}		* orient to [[General computer skills]] {{status\|done\|2019-04-04}}
	* 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}}		* 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}}

Sabrina Ryans at 01:59, 26 April 2019

Sabrina Ryans — Fri, 26 Apr 2019 01:59:41 GMT

←Older revision		Revision as of 01:59, 26 April 2019
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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}}		* 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\|}}		* Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. {{status\|}}
-	* Provide post office box key {{status\|}}	+	* Provide post office box key {{status\|done\|2019-04-15}}
	* pass over current files; outstanding mail {{status\|done\|2019-03-29}}		* pass over current files; outstanding mail {{status\|done\|2019-03-29}}
-	* make "[[Change of Position Holders]]" updates reflecting new Administrator {{status\|}}	+	* 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}}		* 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}}		* 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 the [[wiki]] {{status\|done\|2019-04-02}}
-	* orient to [[EMail Lists]] {{status\|}}	+	* orient to [[EMail Lists]] {{status\|done\|2019-04-02}}
	* point out our [[letterhead]] {{status\|done\|2019-03-29}}		* point out our [[letterhead]] {{status\|done\|2019-03-29}}
	* orient to {{link\|Board of Directors/Secretary/Preparing minutes}} {{status\|done\|2019-04-02}}		* orient to {{link\|Board of Directors/Secretary/Preparing minutes}} {{status\|done\|2019-04-02}}

←Older revision		Revision as of 21:52, 17 May 2019
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	* orient to editing personnel database {{status\|}}		* orient to editing personnel database {{status\|}}
	* provide administrator with password to phone.com to reset credit card, etc. {{status\|done\|2019-05-16}}		* provide administrator with password to phone.com to reset credit card, etc. {{status\|done\|2019-05-16}}
-	* provide administrator with password to inreach account to download statements, reset credit card {{status\|done\|2019-05-16}}	+	* provide administrator with [[Members:Contact/Delorme#ID\|password]] to inreach account to download statements, reset credit card {{status\|done\|2019-05-16}}

←Older revision		Revision as of 03:38, 26 April 2019
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	* [[Members:Book Keeping Task/QuickBooks/Online/Add new user\|provide access]] to QuickBooks Online {{status\|done\|2019-04-22}}		* [[Members:Book Keeping Task/QuickBooks/Online/Add new user\|provide access]] to QuickBooks Online {{status\|done\|2019-04-22}}
	* orient to [[Financial]] information on the wiki {{status\|done\|2019-04-02}}		* orient to [[Financial]] information on the wiki {{status\|done\|2019-04-02}}
-	* orient to [[Book Keeping Task]] {{status\|}}	+	* orient to [[Book Keeping Task]] {{status\|done\|2019-04-25}}
	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}		* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}
-	* orient to editing personnel database {{status\|~~done\|2019-04-25~~}}	+	* orient to editing personnel database {{status\|}}

←Older revision		Revision as of 03:37, 26 April 2019
Line 31:		Line 31:
	* orient to [[Financial]] information on the wiki {{status\|done\|2019-04-02}}		* orient to [[Financial]] information on the wiki {{status\|done\|2019-04-02}}
	* orient to [[Book Keeping Task]] {{status\|}}		* orient to [[Book Keeping Task]] {{status\|}}
-	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|}}	+	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|done\|2019-04-25}}
-	* orient to editing personnel database {{status\|}}	+	* orient to editing personnel database {{status\|done\|2019-04-25}}

←Older revision		Revision as of 03:24, 26 April 2019
Line 32:		Line 32:
	* orient to [[Book Keeping Task]] {{status\|}}		* orient to [[Book Keeping Task]] {{status\|}}
	* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|}}		* orient to [[Book Keeping Task/QuickBooks\|Quick Books Online]] {{status\|}}
		+	* orient to editing personnel database {{status\|}}

←Older revision		Revision as of 02:21, 26 April 2019
Line 3:		Line 3:
	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}}		* Review the [[Members:Administrator/Contract\|contract]]; discuss any changes; arrange to sign it. {{status\|done\|2019-04-04}}
-	* Upload a scanned copy of contract to wiki. {{status\|}}	+	* Upload a scanned copy of contract to wiki. {{status\|done\|2019-04-15}}
	* orient to [[General computer skills]] {{status\|done\|2019-04-04}}		* orient to [[General computer skills]] {{status\|done\|2019-04-04}}
	* 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}}		* 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}}