Membership Database/Editing

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== New Members and Applicants ==
== New Members and Applicants ==
* new members or applicants should be added in a similar fashion, namely
* new members or applicants should be added in a similar fashion, namely
 +
** If information on the new member is received by e-mail, print it.
 +
** Place the original form or the printed e-mail in the membership binder. Keep it there until the personnel record is printed to replace it. That way if there is a delay in printing, the member can continue to update this draft document.
** On [[Special:MyPage|your personal page]], or in a [[Sandbox]] add the line:
** On [[Special:MyPage|your personal page]], or in a [[Sandbox]] add the line:
**: <code><nowiki>* {{member|John Doe}}</nowiki></code>
**: <code><nowiki>* {{member|John Doe}}</nowiki></code>
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** 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.
** 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.
** Fill in the information and save the page.
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** 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 ==
== Activities ==

Revision as of 16:00, 5 July 2017

The Membership Database is edited by Susanna MacGarva. Other people that have done this task: Diann Piwek, Dick Burnham, Adam Grose, Brett Wuth, Bob Costa.

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.

Contents

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.

New Members and Applicants

  • new members or applicants should be added in a similar fashion, namely
    • If information on the new member is received by e-mail, print it.
    • Place the original form or the printed e-mail in the membership binder. Keep it there until the personnel record is printed to replace it. That way if there is a delay in printing, the member can continue to update this draft document.
    • 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.

Activities

D4H

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

Log

See Log

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