Editing Administrator/Intake

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{{tasks iteration date|2019-03-22}}
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{{tasks iteration date|2018-11-01}}
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.
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* Review the [[Members:Administrator/Contract|contract]]; discuss any changes; arrange to sign it. {{status|done|2019-04-04}}
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* Create record for the new person in the [[Membership Database/Editing|Membership Database]] (or update if they are already there) {{status|not yet}}
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* Upload a scanned copy of contract to wiki. {{status|done|2019-04-15}}
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* Update <code>/home/wuth/sar/pc/membership/bin/print-queue-email</code> {{status|not yet}}
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* orient to [[General computer skills]] {{status|done|2019-04-04}}
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* process the membership database to update the mailing lists and wiki privileges {{status|not yet}}
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* 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}}
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* Add new Administrator [[Special:Userrights|to the Sysop group]] of the wiki so they can delete pages and files {{status|not yet}}
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** update details of personnel record
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* Remove the old Administrator from the Sysop group {{status|not yet}}
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** Status = Staff
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* verify that they are receiving messages to pcsar-board (check spam filter) {{status|not yet}}
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** Board Committee
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* verify that they receive messages to pcsar-members (check spam filter) {{status|not yet}}
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* Update <code>/home/wuth/sar/pc/membership/bin/print-queue-email</code> {{status|done|2019-04-25}}
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* Review the {{link|Administrator/Job 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|not yet}}
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* [[Personnel Database/Processing/How To|process the personnel database]] to update the mailing lists and wiki privileges {{status|}}
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* Review the [[Members:Administrator/Contract|contract]]; discuss any changes; arrange to sign it. {{status|not yet}}
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* 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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* Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. {{status|not yet}}
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* Remove the old Administrator from the Sysop group {{status|done|2019-03-22}}
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* Provide post office box key {{status|not yet}}
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* verify that they are receiving messages to pcsar-board (check spam filter) {{status|}}
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* pass over current files; outstanding mail {{status|not yet}}
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* verify that they receive messages to pcsar-members (check spam filter) {{status|}}
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* make "[[Change of Position Holders]]" updates reflecting new Administrator {{status|not yet}}
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* send a message to the membership announcing new administrator {{status|}}
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* 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|not yet}}
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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}}
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* provide with [[Members:Phone.com/Administrator|Phone.com administration]] password {{status|not yet}}
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* Show where physical files are kept: Fire Hall cabinet, [[Equipment shed]]. {{status|}}
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* orient to the [[wiki]] {{status|not yet}}
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* Provide post office box key {{status|done|2019-04-15}}
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* orient to [[EMail Lists]] {{status|not yet}}
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* pass over current files; outstanding mail {{status|done|2019-03-29}}
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* point out our [[letterhead]] {{status|not yet}}
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* make "[[Change of Position Holders]]" updates reflecting new Administrator {{status|done|2019-04-09}}
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* orient to {{link|Board of Directors/Secretary/Preparing minutes}} {{status|not yet}}
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* 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}}
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* orient to [[General computer skills]] {{status|not yet}}
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* provide with [[Members:Phone.com/Administrator|Phone.com administration]] password {{status|done|2019-03-29}}
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* orient to [[Policies]] {{status|not yet}}
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* orient to the [[wiki]] {{status|done|2019-04-02}}
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* orient to [[Financial]] information on the wiki {{status|not yet}}
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* orient to [[EMail Lists]] {{status|done|2019-04-02}}
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* point out our [[letterhead]] {{status|done|2019-03-29}}
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* orient to {{link|Board of Directors/Secretary/Preparing minutes}} {{status|done|2019-04-02}}
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* orient to [[Policies]] {{status|done|2019-04-02}}
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* [[Members:Book Keeping Task/QuickBooks/Online/Add new user|provide access]] to QuickBooks Online {{status|done|2019-04-22}}
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* orient to [[Financial]] information on the wiki {{status|done|2019-04-02}}
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* orient to [[Book Keeping Task]] {{status|done|2019-04-25}}
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* orient to [[Book Keeping Task/QuickBooks|Quick Books Online]] {{status|done|2019-04-25}}
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* orient to editing personnel database {{status|}}
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* provide administrator with password to phone.com to reset credit card, etc. {{status|done|2019-05-16}}
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* provide administrator with [[Members:Contact/Delorme#ID|password]] to inreach account to download statements, reset credit card {{status|done|2019-05-16}}
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* [[Personnel Database/Printing]]
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