Administrator/Intake
From PCSAR
< Administrator(Difference between revisions)
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| - | {{tasks iteration date| | + | {{tasks iteration date|2019-03-22}} |
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|done}} | + | * Review the [[Members:Administrator/Contract|contract]]; discuss any changes; arrange to sign it. {{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}} | + | * Upload a scanned copy of contract to wiki. {{status|done|2019-04-15}} |
| + | * 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}} | ||
** update details of personnel record | ** update details of personnel record | ||
| - | * Update <code>/home/wuth/sar/pc/membership/bin/print-queue-email</code> {{status|done}} | + | ** Status = Staff |
| - | * [[Personnel Database/Processing/How To|process the personnel database]] to update the mailing lists and wiki privileges {{status| | + | ** Board Committee |
| - | * Add new Administrator [[Special:Userrights|to the Sysop group]] of the wiki so they can delete pages and files {{status|done}} | + | * Update <code>/home/wuth/sar/pc/membership/bin/print-queue-email</code> {{status|done|2019-04-25}} |
| - | * Remove the old Administrator from the Sysop group {{status|done}} | + | * [[Personnel Database/Processing/How To|process the personnel database]] to update the mailing lists and wiki privileges {{status|}} |
| - | * verify that they are receiving messages to pcsar-board (check spam filter) {{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}} |
| - | * verify that they receive messages to pcsar-members (check spam filter) {{status| | + | * Remove the old Administrator from the Sysop group {{status|done|2019-03-22}} |
| - | * send a message to the membership announcing new administrator {{status| | + | * verify that they are receiving messages to pcsar-board (check spam filter) {{status|}} |
| - | * 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}} | + | * verify that they receive messages to pcsar-members (check spam filter) {{status|}} |
| - | * Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. {{status| | + | * send a message to the membership announcing new administrator {{status|}} |
| - | * Provide post office box key {{status| | + | * 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}} |
| - | * pass over current files; outstanding mail {{status|done}} | + | * Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. {{status|}} |
| - | * make "[[Change of Position Holders]]" updates reflecting new Administrator {{status| | + | * Provide post office box key {{status|done|2019-04-15}} |
| - | * 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}} | + | * pass over current files; outstanding mail {{status|done|2019-03-29}} |
| - | * provide with [[Members:Phone.com/Administrator|Phone.com administration]] password {{status|done}} | + | * make "[[Change of Position Holders]]" updates reflecting new Administrator {{status|done|2019-04-09}} |
| - | * orient to the [[wiki]] {{status| | + | * 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}} |
| - | * orient to [[EMail Lists]] {{status| | + | * provide with [[Members:Phone.com/Administrator|Phone.com administration]] password {{status|done|2019-03-29}} |
| - | * point out our [[letterhead]] {{status| | + | * orient to the [[wiki]] {{status|done|2019-04-02}} |
| - | * orient to {{link|Board of Directors/Secretary/Preparing minutes}} {{status| | + | * orient to [[EMail Lists]] {{status|done|2019-04-02}} |
| - | * orient to [[ | + | * 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 [[Financial]] information on the wiki {{status| | + | * orient to [[Policies]] {{status|done|2019-04-02}} |
| - | * orient to Quick Books Online | + | * [[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 [[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
