Membership Database/Editing

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(Process)
(Process)
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== Process ==
== Process ==
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Determine what changes need to be made to the membership database:
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* review any e-mails you may have received about updates
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* Review the call-out list in the membership binder for changes
 +
* Review the personnel records in the membership binder
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* Review decisions of the board about membership statuses and newly approved members
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** 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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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]]
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* [[Activities]] lists the activities we have had
* [[Activities]] lists the activities we have had
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* update membership statuses
 
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** 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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** check list of newly approved members
 
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* review any e-mailed updates (done to 23:47, 28 February 2011 (UTC))
 
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* Review Brett's copy of the call-out list
 
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* Review the call-out list in the membership binder
 
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* Review the personnel records in the membership binder
 
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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==

Revision as of 21:38, 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

Determine what changes 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.

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.


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