Editing Personnel Database/Processing/How To

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==How to process the personnel database==
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==How to process the membership database==
Processing the database requires UNIX scripts, which I ([[Brett Wuth]]) keep
Processing the database requires UNIX scripts, which I ([[Brett Wuth]]) keep
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on the PCSAR virtual machine.
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on my laptop.
 +
I'm migrating them to the PCSAR virtual machine.
Unless you understand UNIX, you're not likely to understand much
Unless you understand UNIX, you're not likely to understand much
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The scripts check for changes in the database, so they keep a
The scripts check for changes in the database, so they keep a
running record of the last changes they've seen.
running record of the last changes they've seen.
 +
This running
 +
record is currently on [[Brett Wuth]]'s laptop.
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=== Pending edits ===
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The Membership Coordinator e-mails me the database as
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Check my personal copy of the call-out list to see any marked-up changes that I've noted
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personnel-database.xml. [[Brett Wuth]] is currently doing the data
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may be necessary.
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entry on behalf of the vacant Membership Coordinator position.
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=== Extract and validate ===
 
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{{rbw|as used}}
 
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to do
 
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* validate upon edit rather than wait for process
 
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** (reverified after 2015-07 damage) enable PCSARBot to receive email on watched pages
 
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*** configure exim to receive e-mail locally
 
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*** login as PCSARBot
 
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*** change e-mail address to bot@pcsar.castrov.cuug.ab.ca
 
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*** confirm new address
 
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*** enable e-mail options for
 
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**** E-mail me when a page I'm watching is changed
 
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**** E-mail me also for minor edits of pages
 
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** (reverified after 2015-07 damage) validate Activities upon edit
 
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*** Add [[Activities]] to PCSARBot's watchlist
 
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*** uses .procmailrc
 
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*** uses script ~bot/sar/pc/membership/bin/wiki-membership-activities-validate to update [[Activities/Report/wiki-membership-activities-validate]]
 
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*** amend script to output errors with contextual lines
 
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** validate each Personnel Record upon edit
 
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*** (reverified after 2015-07 damage) write script to validate just member passed
 
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**** see ~bot/sar/pc/membership/bin/wiki-membership-member-validate
 
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**** Use "{{member|Brett Wuth}}" as experiment
 
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*** (reverified after 2015-07 damage) update all memrec pages to include validation report
 
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**** define as part of memrec template
 
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*** develop trigger on memrec changes
 
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**** develop dispatch on changes to individual memrec or Activities
 
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***** (recheck) create trial watch on my mem record ({{member|Brett Wuth}})
 
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****** (done) Add PCSARBot to "TrustedGuest" group
 
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***** ''currently uses exact match on page name in .procmailrc
 
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***** (done) verify changes to Brett Wuth's MemRec triggers report update
 
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***** develop mechanism to register dispatch for page, what script to run
 
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****** ''on wiki itself
 
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****** ''advantage: inspectability: easy for others self, to see what is going on
 
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****** ''disadvantage: more work
 
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****** ''single page [[Members:PCSARBot/Watches]]
 
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******* ''each line like:'' <code><nowiki>* [[pagename]]: script</nowiki></code>
 
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******* ''with possible duplicates of pagename, specifying different scripts
 
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****** (done) write scripts to enable/disable watch on a wiki page
 
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******* (done) wiki-page-watch-enable
 
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******* (done) wiki-page-watch-disable
 
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****** (done) write scripts to add/remove watch scripts
 
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******* (done) wiki-watch-script-add
 
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******* (done) wiki-watch-script-remove
 
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****** '''(next)''' create mechanism to dispatch scripts based on email of page that changed; <code>wiki-watch-scripts-dispatch</code>
 
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******* ''consider security of other person editing page
 
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******* (done) create tool to determine revision number of page: ~/bin/wiki-page-revision-number-get
 
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******* (done) create tool to determine editor of particular revision of page (not necessarily current revision)
 
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******** (done) create tool <code>wiki-page-editors-list</code> that generates list of revision id's and editors
 
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******** (done) create script wiki-page-editor that produces editor of latest or specified revision
 
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******* (done) create tool to get the synced content and last editor of a page: <code>wiki-page-get-with-editor</code>
 
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******** (done) create <code>wiki-page-get</code>
 
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******** ''consider usage pattern get-latest-revision-number; get-page; verify lasest-revision-number unchanged
 
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******* validate against whitelist of last editors
 
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******** '''design choice:''' use single hardcoded name: 'Brett Wuth'
 
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******** consider: can whitelist be stored on wiki page? That page would need to be validated itself. Could be rooted in a single hardcoded name.
 
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******** shortcut: validate against single hardcoded name until need list
 
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****** create mechanism to unwatch pages if email came in and no watch script registered
 
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**** develop watch on memrec category
 
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***** add new pages
 
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***** delete removed pages
 
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*** distribute previously created tools through git
 
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*** allow Members: page to transclude report from another Members: page
 
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*** when [[Activities]] changes, reprocess all Members
 
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**** only if no errors in Activities itself -- otherwise error would appear on each page
 
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**** only file report if change -- otherwise many unrelated updates
 
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{{rbw|as used}} to do: optimize for speed (last run 7min)
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Copy my working directory from my laptop to the PCSAR
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'''only if''' my laptop is more up to date.
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wuth@macbook:~/sar/pc/membership$ rsync -avz . wuth@pcsar:sar/pc/membership
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as user "wuth"
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 +
=== Merging Edits to Personnel Records ===
cd ~/sar/pc/membership
cd ~/sar/pc/membership
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wiki-extract
 
 +
I may have made changes to my copy of the database at the same
 +
time as Bob has. The changes need to be merged.
 +
use:
 +
rlog personnel-database.xml | head -20
 +
to find out what version I gave to Bob most recently (usually
 +
latest).
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* Reconcile
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check in my changes:
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make any necessary changes.
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rcsdiff personnel-database.xml
 +
ci -l personnel-database.xml
 +
for 1.18 use whatever version Bob based his changes on:
 +
c ~/tmp/personnel-database.xml .
 +
rcsdiff -r1.18 personnel-database.xml
 +
to see his changes
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=== Process ===
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make my edits to his changes.
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xslt <personnel-database.xml lib/Applicants.xsl | xslt lib/Name.xsl
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 +
rcsmerge -r1.18 personnel-database.xml
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* <big>'''make sure current ssh-agent authority is extended'''</big>
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* resolve any conflicts:
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ssh -AX wuth@localhost
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database-process
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rcsdiff personnel-database.xml
 +
to verify only his changes have been propogated
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* prints copies for myself
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=== validate ===
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* sends personnel list (names only) to [[Members:Protocols/Shell H2S/Global Training|Global Training for validation of H2S Alive course registration.]]
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Manually check the Unicode in reports:
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* Validate Edits to Personnel Records
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* [[Members:Membership Database/PCSAR]]
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validate
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* [[Members:Membership Database/Combined Members]]
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(uses less) or
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* [[Members:Call Out/List]]
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validation-report
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==== D4H export ====
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2021-03-21 D4H has changed SSL protocols. Requires upgraded version python.
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d4h-web-interface.py user:pcsard4hbot@pcsar.ca.d4h.org membersImport
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Check my marked up copy of the call out list to see any changes
 +
that may be necessary.
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may need to re-download database to get newly assigned D4HMemberIDs
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* Reconcile
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wiki-extract
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make any necessary changes.
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d4h-web-interface.py user:pcsard4hbot@pcsar.ca.d4h.org activitiesAttendanceImport
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=== check in ===
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==== Rave export ====
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Update the "includes changes" date comment at start of the
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wuth@pcsar:~/sar/pc/membership$ call-out-list-xml >tmp/call-out-list.xml
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file:
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wuth@desk:~/wuth/pcremo/rave/rave-api-tools$ scp -p wuth@pcsar.castrov.cuug.ab.ca:sar/pc/membership/tmp/call-out-list.xml .
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wuth@desk:~/wuth/pcremo/rave/rave-api-tools$ python3 -m sar
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** sometimes fails at initial log in and has to be restarted
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wuth@pcsar:~/sar/pc/membership$ ci -l personnel-database.xml
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** takes ~65 minutes to run
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*** see {{subpage|Rapid Notify}}
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==== Continue ====
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=== Tagged Percent ===
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* To Do: {{rbw|as used}}
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** additional policy checks
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* Prepare the TaggedPercent version:
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*** write policy check for sar fund currency
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**** Set type of existing Activities. See /[ssh/pcsar]/home/wuth/sar/pc/membership/lib/Membership.xsd ActivityCategoryType (done to 2012-01)
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RecordTaggedPercentFieldsDefault -v FieldsFile=lib/RecordTaggedPercentFields.txt <tmp/personnel-database.not-validated >tmp/personnel-database.txt
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**** base on /[scp/pcsar]/home/wuth/sar/pc/membership/bin/policy-check-stale
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=== Clean up old print jobs ===
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***** see lib/SARFundStale.xsl
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rm run/print-queue/*
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****** needs debugging
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**** add to CVS
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=== call-out list ===
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*** write policy check for voting member upgrade
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* To Do:
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*** write policy check for voting member currency
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** commonize elements of {bin,lib}/{call-out,first-call}
** commonize elements of {bin,lib}/{call-out,first-call}
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* To print Call-out list for RCMP, [[FireHall]], Recorder, and CallOut Coordinator
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wuth@pcsar:~/sar/pc/membership$ call-out-list-print
 +
 +
=== first-call list ===
 +
* Print and deliver copy to Fire Hall, RCMP
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wuth@pcsar:~/sar/pc/membership$ first-call-list-print
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* Personnel records: -- done by Adam now
 
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lpr -Pofficejet8500 -o outputorder=reverse run/print-queue/*{recorder,SARCAR}*
 
* Fax to Fire Dispatch in Lethbridge -- not done any more
* Fax to Fire Dispatch in Lethbridge -- not done any more
first-call-list-fax
first-call-list-fax
 +
=== personnel records ===
 +
* To print the individual personnel sheets:
 +
wuth@pcsar:~/sar/pc/membership$ xslt <personnel-database.xml lib/MembersAndApplicants.xsl | changes-print recorder
 +
wuth@pcsar:~/sar/pc/membership$ xslt <personnel-database.xml lib/MembersOnly.xsl | changes-print SARCAR
 +
** not RCMP because they no longer keep records
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* Print/Send the Fan-Out list -- no longer done
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=== mailing lists ===
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fan-out-list-send
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* To update the pcsar-board/pcsar-preplan mailing lists:
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wuth@pcsar:~/sar/pc/membership$ mailing-lists-update
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* Call Out List: -- done by Adam
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=== e-mailed reports ===
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** for binder
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** for SARCAR
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** for overhead box at firehall
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** 3 copies
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=== sync wiki accounts ===
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* e-mail to [[Training Coordinator]]:
 +
wuth@pcsar:~/sar/pc/membership$ training-coordinator-send
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* [http://iweb.castrov.cuug.ab.ca/mediawiki/index.php/Mediawiki#Syncing_user_list sync] the personnel list with the wiki user list
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* Print/Send the Fan-Out list -- no longer done
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** rename/merge Charlene/Charleen Bruder
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fan-out-list-send
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** Extract list of users currently with "Member" status
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*** http://pcsar.dyndns.org:8080/mediawiki/index.php?title=Special:Listusers&limit=500&group=Members
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wuth@pcsar:~/sar/pc/membership$
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* Report on automatically detected policy issues:
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xslt lib/MembersOnly.xsl < personnel-database.xml | xslt lib/EMailPrimaryTxtWithNone.xsl >tmp/address-list
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wuth@pcsar:~/sar/pc/membership$ policy-checks-email
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cat /home/wuth/sar/pc/membership/tmp/address-list | sed -e 's|\(.*\) <\(.*\)>|sudo /usr/local/bin/wiki-members-add "\1" "\2"|' | bash
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will require manual manipulation to
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* To E-Mail to SARA:
 +
wuth@pcsar:~/sar/pc/membership$ sara-send
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'''To Do:
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* To E-Mail to the agencies:
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* '''(next)''' create tool to drop member of group
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wuth@pcsar:~/sar/pc/membership$ first-call-send
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* rename existing user
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see [http://iweb.castrov.cuug.ab.ca/mediawiki/index.php/Mediawiki#Syncing_user_list personal notes]
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* To E-Mail the call-out list:
 +
wuth@pcsar:~/sar/pc/membership$ call-out-list-send
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==Non-monthly processing==
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=== printing ===
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These are tasks that aren't done on a regular basis. Some of
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* Personnel records:
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them haven't been done in long time and their instructions are now
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lpr -Pofficejet-pcsar -o outputorder=reverse run/print-queue/*{recorder,SARCAR}*
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out of date.
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* First Call List:
 +
** 1 copy (for binder)
 +
lpr -Pofficejet-pcsar run/print-queue/*FirstCall*
 +
* Call Out List:
 +
** for binder
 +
** for SARCAR
 +
** for overhead box at firehall
 +
** for myself
 +
** 4 copies
 +
lpr -#4 -Pofficejet-pcsar -o Collate=True -o outputorder=reverse run/print-queue/*CallOutList*
 +
* To print the print queue:
 +
print-queue-email-bob
 +
** (to Bob Costa)
 +
** or
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print-queue-email
 +
** (to Roy Davidson)
=== copy to Brett's laptop ===
=== copy to Brett's laptop ===
Line 191: Line 156:
wuth@macbook:~/sar/pc/membership$ scp -pr wuth@pcsar:sar/pc/membership/run .
wuth@macbook:~/sar/pc/membership$ scp -pr wuth@pcsar:sar/pc/membership/run .
</pre>
</pre>
 +
 +
=== etc ===
 +
* E-mail call out list:
 +
<pre>
 +
To: PCSAR Emergency Callers <pcsar-caller@castrov.cuug.ab.ca>,
 +
Pincher Creek SAR Board <pcsar-board@castrov.cuug.ab.ca>,
 +
PCSAR Preplan Committee <pcsar-preplan@castrov.cuug.ab.ca>
 +
Subject: Call Out List
 +
 +
FYI,
 +
 +
Please find attached the current call-out list.
 +
</pre>
 +
 +
* E-mail board list of member applicants
 +
 +
==Non-monthly processing==
 +
These are tasks that aren't done on a regular basis. Some of
 +
them haven't been done in long time and their instructions are now
 +
out of date.
===To prepare a list of addresses and phone numbers of all our members===
===To prepare a list of addresses and phone numbers of all our members===
Line 226: Line 211:
--text follows this line--
--text follows this line--
Thanks for joining Pincher Creek SAR. Can you please check if I've correctly
Thanks for joining Pincher Creek SAR. Can you please check if I've correctly
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copied your personnel record:
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copied your membership record:
---cut---
---cut---
Line 241: Line 226:
Alberta T0K 1W0, CANADA Tel:+1 403 627-2460 pgp-public-keys@uit.no
Alberta T0K 1W0, CANADA Tel:+1 403 627-2460 pgp-public-keys@uit.no
has mine; Print=E4F8EDEECBE01AD2FA3D8B2D94B1A292 What is the meaning of life?! Yes.
has mine; Print=E4F8EDEECBE01AD2FA3D8B2D94B1A292 What is the meaning of life?! Yes.
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</pre>
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<pre>
===To print the participation dates===
===To print the participation dates===
xslt <personnel-database.xml Activities.xsl | awk -v FS=":" {printf "%-24s:%-7s:%s\n", $1, $2, $3 } | mail -s "activity history" `MailRCAliasAddressGet "Bob Costa"` wuth
xslt <personnel-database.xml Activities.xsl | awk -v FS=":" {printf "%-24s:%-7s:%s\n", $1, $2, $3 } | mail -s "activity history" `MailRCAliasAddressGet "Bob Costa"` wuth

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