Membership Database/Editing

From PCSAR

< Membership Database(Difference between revisions)
Jump to: navigation, search
Current revision (00:10, 9 July 2019) (edit) (undo)
 
(18 intermediate revisions not shown.)
Line 1: Line 1:
-
The [[Membership Database]] is edited by [[Dick Burnham]].
+
The [[Membership Database]] is edited by {{member|Sabrina Ryans}}.
-
Other people that have done this task: [[Adam Grose]], [[Brett Wuth]], [[BobCosta]].
+
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}}.
-
 
+
-
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.
+
== Process ==
== 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:
 +
*** [[Preplan/Committee#Meetings|Preplan]]
 +
*** [[Technology Committee#Meetings|Technology]]
 +
=== 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.
 +
* {{subpage|Attended a course}}
 +
 +
=== 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
-
** [[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.
+
** If information on the new member is received by e-mail, print it.
-
** Copy the contents from an existing member and edit it to match the new member
+
** 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.
-
*** Use the "edit" view of the existing member, so you copy ''everything'' including the <code>{{MemRecord|i=</code>.
+
** On [[Special:MyPage|your personal page]], or in a [[Sandbox]] add the line:
-
** Further, when you get a new membership record form, I recommend that you keep the original in the binder (filed by name), so if for whatever reason I don't get to process the membership database, the new member can continue to update their original form as if it was a printed sheet.
+
**: <code><nowiki>* {{member|John Doe}}</nowiki></code>
-
 
+
**: using the person's name instead of <code>John Doe</code>.
-
* [[Activities]] lists the activities we have had
+
** 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.
-
* update membership statuses
+
-
** 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.
+
-
** check list of newly approved members
+
-
 
+
-
* review any e-mailed updates (done to 23:47, 28 February 2011 (UTC))
+
-
* Review Brett's copy of the call-out list
+
-
* Review the call-out list in the membership binder
+
-
* Review the personnel records in the membership binder
+
 +
=== Activities ===
 +
Add any newly recorded activities to the [[Activities]] page.
 +
=== Notification ===
 +
Once you have completed the update of the Membership Database,
 +
contact the [[Technology Committee#Communications|Technology Committee]] so they can [[Membership Database/Processing|process it]].
 +
== 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]]).
 +
Instead he is working on integrating [[D4H]].
==Tasks==
==Tasks==

Current revision

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

Contents

[edit] Process

[edit] 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] Edit existing records

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

[edit] 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.

[edit] Activities

Add any newly recorded activities to the Activities page.

[edit] Notification

Once you have completed the update of the Membership Database, contact the Technology Committee so they can process it.

[edit] 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.

[edit] Tasks

[edit] Log

See Log

Personal tools