(Difference between revisions)
Jump to: navigation, search
Line 28: Line 28:
* 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]] QuickBooks Onlien {{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 Quick Books Online; [[Members:Book Keeping Task/QuickBooks/Online/Add new user|provide access]] {{status|}}
* orient to [[Book Keeping Task]] {{status|}}
* orient to [[Book Keeping Task/QuickBooks|Quick Books Online]] {{status|}}

Revision as of 20:29, 22 April 2019

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. link=
  • Upload a scanned copy of contract to wiki. link=
  • orient to General computer skills link=
  • Create record for the new person in the Personnel Database (or update if they are already there) link=
    • update details of personnel record
    • Status = Staff
    • Board Committee
  • Update /home/wuth/sar/pc/membership/bin/print-queue-email link=
  • process the personnel database to update the mailing lists and wiki privileges link=
  • Add new Administrator to the Sysop group of the wiki so they can delete pages and files link=
  • Remove the old Administrator from the Sysop group link=
  • verify that they are receiving messages to pcsar-board (check spam filter) link=
  • verify that they receive messages to pcsar-members (check spam filter) link=
  • send a message to the membership announcing new administrator link=
  • 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. link=
  • Show where physical files are kept: Fire Hall cabinet, Equipment shed. link=
  • Provide post office box key link=
  • pass over current files; outstanding mail link=
  • make "Change of Position Holders" updates reflecting new Administrator link=
  • 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. link=
  • provide with administration password link=
  • orient to the wiki link=
  • orient to EMail Lists link=
  • point out our letterhead link=
  • orient to Preparing minutes link=
  • orient to Policies link=
  • provide access QuickBooks Onlien link=
  • orient to Financial information on the wiki link=
  • orient to Book Keeping Task link=
  • orient to Quick Books Online link=
Personal tools