Membership Database/Editing
From PCSAR
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== Process ==  | == Process ==  | ||
| - | + | 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  | ||
* Review the call-out list in the membership binder for changes  | * Review the call-out list in the membership binder for changes  | ||
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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.  | ||
| + | |||
Edit the membership records on the secure part of the wiki.  | Edit the membership records on the secure part of the wiki.  | ||
Revision as of 21:58, 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
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.
 
 
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.
 
 -  On your personal page, or in a Sandbox add the line:
 
- Activities lists the activities we have had
 
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
- receive changes
 - type changes
 - validate database: Validate Membership Database Task
 
Log
See Log

