Membership Database/Editing

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Current revision (00:10, 9 July 2019) (edit) (undo)
 
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The [[Membership Database]] is edited by {{member|Susanna MacGarva}}.
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The [[Membership Database]] is edited by {{member|Sabrina Ryans}}.
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Other people that have done this task: {{member|Diann Piwek}}, [[Dick Burnham]], [[Adam Grose]], [[Brett Wuth]], {{member|Bob Costa}}.
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Other people that have done this task: {{member|Rose Bonertz}}, {{member|Susanna MacGarva}}, {{member|Diann Piwek}}, [[Dick Burnham]], [[Adam Grose]], [[Brett Wuth]], {{member|Bob Costa}}.
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He uses
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* the changes that members make to their personnel record sheets at regular meetings
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* event/course sign-in sheets which are passed to him
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* individual changes which are e-mailed to him.
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== Process ==
== Process ==
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=== Sources ===
Gather your list of changes that need to be made to the membership database:
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
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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.
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* Collect the sign-in sheets from PCSAR incidents and events
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** These may be passed directly to the Membership Coordinator/Administrator by the event organizer / Search Manager
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** Some sheets may be left in the Membership Binder
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** Rope Rescue and Swiftwater Rescue trainings are recorded in a binder marked "Joint Rope Rescue" on the ''ground'' floor of the Fire Hall in a bookshelf opposite the door to the washroom.
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** Some committees record their attendance in the meeting records:
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*** [[Preplan/Committee#Meetings|Preplan]]
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*** [[Technology Committee#Meetings|Technology]]
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=== Edit existing records ===
Edit the membership records on the secure part of the wiki.
Edit the membership records on the secure part of the wiki.
* [[:Category:MemRecord|existing membership records]]
* [[:Category:MemRecord|existing membership records]]
* See [[Membership Database/Format|formatting instructions]] for the kinds of changes to make.
* See [[Membership Database/Format|formatting instructions]] for the kinds of changes to make.
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* {{subpage|Attended a course}}
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=== 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
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** If information on the new member is received by e-mail, print it.
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** 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.
 
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* [[Activities]] lists the activities we have had
 
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=== Activities ===
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Add any newly recorded activities to the [[Activities]] page.
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=== Notification ===
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Once you have completed the update of the Membership Database,
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contact the [[Technology Committee#Communications|Technology Committee]] so they can [[Membership Database/Processing|process it]].
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== D4H ==
[[User:Brett Wuth|Brett Wuth]] has abandoned development of a
[[User:Brett Wuth|Brett Wuth]] has abandoned development of a
java application for structured editing of the database using
java application for structured editing of the database using

Current revision

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

Contents

[edit] Process

[edit] Sources

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.
  • Collect the sign-in sheets from PCSAR incidents and events
    • These may be passed directly to the Membership Coordinator/Administrator by the event organizer / Search Manager
    • Some sheets may be left in the Membership Binder
    • Rope Rescue and Swiftwater Rescue trainings are recorded in a binder marked "Joint Rope Rescue" on the ground floor of the Fire Hall in a bookshelf opposite the door to the washroom.
    • Some committees record their attendance in the meeting records:

[edit] Edit existing records

Edit the membership records on the secure part of the wiki.

[edit] 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.

[edit] Activities

Add any newly recorded activities to the Activities page.

[edit] Notification

Once you have completed the update of the Membership Database, contact the Technology Committee so they can process it.

[edit] 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.

[edit] Tasks

[edit] Log

See Log

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