Membership Database/Editing

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(Process)
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** Copy the contents from an existing member and edit it to match the new member
** Copy the contents from an existing member and edit it to match the new member
*** Use the "edit" view of the existing member, so you copy ''everything'' including the <code>{{MemRecord|i=</code>.
*** Use the "edit" view of the existing member, so you copy ''everything'' including the <code>{{MemRecord|i=</code>.
 +
** 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.
* [[Activities]] lists the activities we have had
* [[Activities]] lists the activities we have had

Revision as of 23:52, 4 June 2013

The Membership Database is edited by Adam Grose. Other people that have done this task: 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

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
    • create a new page called "Members:John Doe", using the person's name instead of John Doe. Note that the first part of the name Members: is plural (with an 's'), because we want it to be stored on the part of the wiki that only members can view.
    • Copy the contents from an existing member and edit it to match the new member
      • Use the "edit" view of the existing member, so you copy everything including the {{MemRecord|i=.
    • 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.
  • update membership statuses
    • 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.
    • check list of newly approved members
  • review any e-mailed updates (done to 23:47, 28 February 2011 (UTC))
  • Review Brett's copy of the call-out list
  • Review the call-out list in the membership binder
  • Review the personnel records in the membership binder


Brett Wuth has abandoned development of a java application for structured editing of the database using a graphical user interface (MembershipDatabaseEditorTask).

Tasks

Log

See Log