Editing Change of Position Holders
From PCSAR
Warning: You are not logged in. Your IP address will be recorded in this page's edit history.
The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.
Current revision | Your text | ||
Line 2: | Line 2: | ||
there's several places this information needs to be recorded or reported. | there's several places this information needs to be recorded or reported. | ||
- | {{tasks iteration date| | + | {{tasks iteration date|2018-11-06}} |
- | # For any board member, committee members or chairs, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord| | + | # For any board member, committee members or chairs, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] of the people that have stepped down from positions and the people that have taken up positions {{status|done|2018-11-07}} |
- | # For changes of Administrator, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] by removing/adding them to as "Staff" on key the board committee {{status|done| | + | # For changes of Administrator, [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] by removing/adding them to as "Staff" on key the board committee {{status|done|2018-11-07}} |
- | # For any board member, record the date they assumed or left office [[Board of Directors/Past|here]]. You'll need that for the [[Charitable Status]] filing. {{status|done| | + | # For any board member, record the date they assumed or left office [[Board of Directors/Past|here]]. You'll need that for the [[Charitable Status]] filing. {{status|done|2018-11-07}} |
- | # For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. {{status|done| | + | # For any board member, or the Administrator, update our [[Board of Directors|list of board members]] on the wiki. {{status|done|2018-11-07}} |
- | # For any change of Committee Members, update the [[Committees|Committee's Page]] {{status|done| | + | # For any change of Committee Members, update the [[Committees|Committee's Page]] {{status|done|2018-11-07}} |
- | # Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. {{status| | + | # Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]]. {{status|done|2018-11-07}} |
- | # File changes of Board Members with the Provincial Registrar as part of our [[Society status/Changes of Directors|society status]]. Save copy of letter on same page. {{status| | + | # File changes of Board Members with the Provincial Registrar as part of our [[Society status/Changes of Directors|society status]]. Save copy of letter on same page. {{status|verified|2017-11-07}} |
- | # File changes of [[Board Members]] with [[Members:Contact/Del Fisher|Insurer]]; upload copy of letter {{status|not yet| | + | # File changes of [[Board Members]] with [[Members:Contact/Del Fisher|Insurer]]; upload copy of letter {{status|not yet|2017-11-07}} |
- | # [[Members:Contact/AGLC/PCSAR contact info|File changes]] of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the AGLC. Upload correspondence to wiki so can verify continuing our practice of using only our permanent contact info. {{status| | + | # [[Members:Contact/AGLC/PCSAR contact info|File changes]] of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the AGLC. Upload correspondence to wiki so can verify continuing our practice of using only our permanent contact info. {{status|not yet|2017-11-07}} |
- | # File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. {{status| | + | #* 2018-06-28 Brett: incorrect data on form, please correct and refile |
- | # For the Administrator, President, Training or Equipment Chair, update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people {{status| | + | # File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. {{status|verified|2017-11-07}} |
- | # Let the membership know. {{status| | + | # For the Administrator, President, Training or Equipment Chair, update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people {{status|verified|2017-11-07}} |
- | # For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. {{status| | + | # Let the membership know. {{status|verified|2017-11-07}} |
- | # For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status| | + | # For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. {{status|verified|2017-11-07}} |
- | # For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link|Members:Contact/Intuit/QuickBooks Online}} {{status| | + | # For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status|Verified|2017-11-07}} |
- | # Provide new Board Members with an [[Board of Directors/Orientation|orientation package]]. {{status| | + | # For changes in the Administrator, President, Treasurer, possibly some committee chairs, change accounts on {{link|Members:Contact/Intuit/QuickBooks Online}} {{status|verified|2017-11-07}} |
+ | # Provide new Board Members with an [[Board of Directors/Orientation|orientation package]]. {{status|verified|2017-11-07}} |