Editing Change of Position Holders
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# 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|not yet|2019-03-29}} | # 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|not yet|2019-03-29}} | ||
# File changes of [[Board Members]] with [[Members:Contact/Del Fisher|Insurer]]; upload copy of letter {{status|not yet|2019-03-29}} | # File changes of [[Board Members]] with [[Members:Contact/Del Fisher|Insurer]]; upload copy of letter {{status|not yet|2019-03-29}} | ||
- | # [[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|2019-04-01}} |
# File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. {{status|not yet|2019-04-10}} | # File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}. Save copy of letter on same page. {{status|not yet|2019-04-10}} | ||
# 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|done|2019-03-29}} | # 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|done|2019-03-29}} | ||
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# For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. {{status|not yet|2019-04-10}} | # For changes of Administrator or some Board Members, [[Members:Contact/Alberta Treasury Branch/Signing authorities|change signing authorities]] at the bank. {{status|not yet|2019-04-10}} | ||
# For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status|done|2019-04-10}} | # For changes in the [[Administrator]], change the name on the [[credit card]]; receive the new card {{status|done|2019-04-10}} | ||
- | # 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, President, Treasurer, possibly some committee chairs, change accounts on {{link|Members:Contact/Intuit/QuickBooks Online}} {{status|not yet|2019-04-10}} |
# Provide new Board Members with an [[Board of Directors/Orientation|orientation package]]. {{status|not yet|2019-03-29}} | # Provide new Board Members with an [[Board of Directors/Orientation|orientation package]]. {{status|not yet|2019-03-29}} |