Membership Database/Editing

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* 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.
* 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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** [[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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** On your personal page, or in a [[Sandbox]] add the line:
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** Copy the contents from an existing member and edit it to match the new member
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**: <code><nowiki>* {{member|John Doe}}</nowiki></code>
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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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**: using the person's name instead of <code>John Doe</code>.
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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.
** 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.
** 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.

Revision as of 21:20, 3 May 2014

The Membership Database is edited by Dick Burnham. Other people that have done this task: Adam Grose, Brett Wuth, BobCosta.

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

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

  • existing membership records
  • See formatting instructions for the kinds of changes to make.
  • new members or applicants should be added in a similar fashion, namely
    • 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.
    • 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.
  • 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


Brett Wuth has abandoned development of a java application for structured editing of the database using a graphical user interface (MembershipDatabaseEditorTask).

Tasks

Log

See Log

Retrieved from "http://pcsar.dyndns.org/mediawiki/index.php/Membership_Database/Editing"
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