Administrator/Intake
From PCSAR
< Administrator(Difference between revisions)
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When a new Administrator comes on board they should be given an orientation and walked through some initial steps. | When a new Administrator comes on board they should be given an orientation and walked through some initial steps. | ||
| - | * Review the [[Members:Administrator/Contract|contract]]; discuss any changes; arrange to sign it. {{status|}} | + | * Review the [[Members:Administrator/Contract|contract]]; discuss any changes; arrange to sign it. {{status|done|2019-04-04}} |
| - | * Upload a scanned copy of contract to wiki. {{status|}} | + | * Upload a scanned copy of contract to wiki. {{status|done|2019-04-15}} |
| - | * orient to [[General computer skills]] {{status|}} | + | * orient to [[General computer skills]] {{status|done|2019-04-04}} |
* Create record for the new person in the [[Membership Database/Editing|Personnel Database]] (or update if they are already there) {{status|done|2019-03-22}} | * Create record for the new person in the [[Membership Database/Editing|Personnel Database]] (or update if they are already there) {{status|done|2019-03-22}} | ||
** update details of personnel record | ** update details of personnel record | ||
** Status = Staff | ** Status = Staff | ||
** Board Committee | ** Board Committee | ||
| - | * Update <code>/home/wuth/sar/pc/membership/bin/print-queue-email</code> {{status|}} | + | * Update <code>/home/wuth/sar/pc/membership/bin/print-queue-email</code> {{status|done|2019-04-25}} |
* [[Personnel Database/Processing/How To|process the personnel database]] to update the mailing lists and wiki privileges {{status|}} | * [[Personnel Database/Processing/How To|process the personnel database]] to update the mailing lists and wiki privileges {{status|}} | ||
* Add new Administrator [[Special:Userrights|to the Sysop group]] of the wiki so they can delete pages and files {{status|done|2019-03-22}} | * Add new Administrator [[Special:Userrights|to the Sysop group]] of the wiki so they can delete pages and files {{status|done|2019-03-22}} | ||
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* Review the {{link|Administrator/Role Description}}. This is the principal document from which the Administrator determines what to do. Work that is outside the job description should be approved by the President or Board. If it is of an on-going nature, it should be added to the job description. {{status|done|2019-03-29}} | * Review the {{link|Administrator/Role Description}}. This is the principal document from which the Administrator determines what to do. Work that is outside the job description should be approved by the President or Board. If it is of an on-going nature, it should be added to the job description. {{status|done|2019-03-29}} | ||
* Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. {{status|}} | * Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. {{status|}} | ||
| - | * Provide post office box key {{status|}} | + | * Provide post office box key {{status|done|2019-04-15}} |
* pass over current files; outstanding mail {{status|done|2019-03-29}} | * pass over current files; outstanding mail {{status|done|2019-03-29}} | ||
| - | * make "[[Change of Position Holders]]" updates reflecting new Administrator {{status|}} | + | * make "[[Change of Position Holders]]" updates reflecting new Administrator {{status|done|2019-04-09}} |
* discuss common difficulties of working for a board. Report to board as a whole, when meeting as a board, not to individual board members. Report to President between board meetings. {{status|done|2019-03-29}} | * discuss common difficulties of working for a board. Report to board as a whole, when meeting as a board, not to individual board members. Report to President between board meetings. {{status|done|2019-03-29}} | ||
* provide with [[Members:Phone.com/Administrator|Phone.com administration]] password {{status|done|2019-03-29}} | * provide with [[Members:Phone.com/Administrator|Phone.com administration]] password {{status|done|2019-03-29}} | ||
* orient to the [[wiki]] {{status|done|2019-04-02}} | * orient to the [[wiki]] {{status|done|2019-04-02}} | ||
| - | * orient to [[EMail Lists]] {{status|}} | + | * orient to [[EMail Lists]] {{status|done|2019-04-02}} |
* point out our [[letterhead]] {{status|done|2019-03-29}} | * point out our [[letterhead]] {{status|done|2019-03-29}} | ||
* orient to {{link|Board of Directors/Secretary/Preparing minutes}} {{status|done|2019-04-02}} | * orient to {{link|Board of Directors/Secretary/Preparing minutes}} {{status|done|2019-04-02}} | ||
* orient to [[Policies]] {{status|done|2019-04-02}} | * orient to [[Policies]] {{status|done|2019-04-02}} | ||
| + | * [[Members:Book Keeping Task/QuickBooks/Online/Add new user|provide access]] to QuickBooks Online {{status|done|2019-04-22}} | ||
* orient to [[Financial]] information on the wiki {{status|done|2019-04-02}} | * orient to [[Financial]] information on the wiki {{status|done|2019-04-02}} | ||
| - | * orient to | + | * orient to [[Book Keeping Task]] {{status|done|2019-04-25}} |
| + | * orient to [[Book Keeping Task/QuickBooks|Quick Books Online]] {{status|done|2019-04-25}} | ||
| + | * orient to editing personnel database {{status|}} | ||
| + | * provide administrator with password to phone.com to reset credit card, etc. {{status|done|2019-05-16}} | ||
| + | * provide administrator with [[Members:Contact/Delorme#ID|password]] to inreach account to download statements, reset credit card {{status|done|2019-05-16}} | ||
| + | * [[Personnel Database/Printing]] | ||
Current revision
When a new Administrator comes on board they should be given an orientation and walked through some initial steps.
- Review the contract; discuss any changes; arrange to sign it.
- Upload a scanned copy of contract to wiki.
- orient to General computer skills
- Create record for the new person in the Personnel Database (or update if they are already there)
- update details of personnel record
- Status = Staff
- Board Committee
- Update
/home/wuth/sar/pc/membership/bin/print-queue-email
- process the personnel database to update the mailing lists and wiki privileges
- Add new Administrator to the Sysop group of the wiki so they can delete pages and files
- Remove the old Administrator from the Sysop group
- verify that they are receiving messages to pcsar-board (check spam filter)
- verify that they receive messages to pcsar-members (check spam filter)
- send a message to the membership announcing new administrator
- Review the Role Description. This is the principal document from which the Administrator determines what to do. Work that is outside the job description should be approved by the President or Board. If it is of an on-going nature, it should be added to the job description.
- Show where physical files are kept: Fire Hall cabinet, Equipment shed.
- Provide post office box key
- pass over current files; outstanding mail
- make "Change of Position Holders" updates reflecting new Administrator
- discuss common difficulties of working for a board. Report to board as a whole, when meeting as a board, not to individual board members. Report to President between board meetings.
- provide with Phone.com administration password
- orient to the wiki
- orient to EMail Lists
- point out our letterhead
- orient to Preparing minutes
- orient to Policies
- provide access to QuickBooks Online
- orient to Financial information on the wiki
- orient to Book Keeping Task
- orient to Quick Books Online
- orient to editing personnel database
- provide administrator with password to phone.com to reset credit card, etc.
- provide administrator with password to inreach account to download statements, reset credit card
- Personnel Database/Printing
