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