Membership Database/Editing

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(New Members and Applicants)
(Process)
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== Process ==
== Process ==
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=== Sources ===
Gather your list of changes that need to be made to the membership database:
Gather your list of changes that need to be made to the membership database:
* review any e-mails you may have received about updates
* review any e-mails you may have received about updates
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* Review decisions of the board about membership statuses and newly approved members
* Review decisions of the board about membership statuses and newly approved members
** 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.
** 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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== New Members and Applicants ==
== 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

Revision as of 16:08, 5 July 2017

The Membership Database is edited by Susanna MacGarva. Other people that have done this task: Diann Piwek, Dick Burnham, Adam Grose, Brett Wuth, Bob Costa.

He uses

  • the changes that members make to their personnel record sheets at regular meetings
  • event/course sign-in sheets which are passed to him
  • individual changes which are e-mailed to him.

Contents

Process

Sources

Gather your list of changes that need to be made to the membership database:

  • review any e-mails you may have received about updates
  • Review the call-out list in the membership binder for changes
  • Review the personnel records in the membership binder
  • Review decisions of the board about membership statuses and newly approved members
    • 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.
  • Collect the sign-in sheets from PCSAR incidents and events
    • These may be passed directly to the Membership Coordinator/Administrator by the event organizer / Search Manager
    • Some sheets may be left in the Membership Binder
    • 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.
    • Some committees record their attendance in the meeting records:

Edit existing records

Edit the membership records on the secure part of the wiki.

New Members and Applicants

  • new members or applicants should be added in a similar fashion, namely
    • If information on the new member is received by e-mail, print it.
    • 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.
    • On your personal page, or in a Sandbox add the line:
      * {{member|John Doe}}
      using the person's name instead of John Doe.
    • 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.
    • Fill in the information and save the page.

Activities

D4H

Brett Wuth has abandoned development of a java application for structured editing of the database using a graphical user interface (MembershipDatabaseEditorTask). Instead he is working on integrating D4H.

Tasks

Log

See Log

Personal tools