This guide describes the concepts of the membertility Racing Team Module, and gives guidance on how to achieve the associated work flow.
These sections describe what an racingteam admin
might want to do in support of the racing team
.
If the racing team member
was not already in the system, they need to be added to the system before adding them to the racing team.
- use
Members view
to add the racing team member to the system - first check to see if they are already in the system, using search on their name
- if they are in the system, see
update member for racing team
- if they are not in the system,
- click New
fill in Email, First Name, Full Name
Note
the field is Full Name, not Last Name
- For Role add leadership-member, racingteam-member
- For Interests add Frederick Steeplechasers Running Club
- Click Create
- continue with
add a member to the team
If the racing team member
was in the system but not yet on the team, their record may need to be updated.
- use
Members view
to update the racing team member's configuration to support racing team features- select the member
- click Edit
- make sure Role includes leadership-member, racingteam-member
- make sure Interests includes Frederick Steeplechasers Running Club
- make sure Active is yes
- Click Update
- continue with
add a member to the team
The team member
terms <term>
are managed via the Racing Team Member position
.
positions <position>
are used indirectly to assign tasks to people. In the case of the racing team, the task the racing team member must do is agree to the racing team contract- from
Positions view
select the appropriate Racing Team Memberposition
(depending on their term) - use the
Position Wizard
to manage the team membership- add the
member
on the effective date
- add the
- from
Racing Team Members view
is used to save the racing team member's gender and birth date, which is used to calculate age grade. This table is also used to populate the name pull-down on the Racing Team Information form.- from
Racing Team Members view
, check Show inactive members to see all the members, then search to see if the new member has been a member of the team before. - if the new member has been a member of the team before, select the member, then use Edit to set the member Active to yes
- otherwise use New to create the new member record
- from
- the
Positions view
can be used to show the team on a given date by searching for Racing Team Member - the
Position Dates view
can be used to show theposition
terms <term>
directly by searching for Racing Team Member - the
Distribution List view
can be used to get a distribution list for the racing team on a given date
The team member
terms <term>
are managed via the Racing Team Member position
.
- from
Positions view
select Racing Team Memberposition
- use the
Position Wizard
to manage the team membership- remove the
member
on the effective date
- remove the
- use
Racing Team Members view
to indicate that the racing team member is not active any more
- use
Racing Team Config view
to manage the racing team configuration- normally Open Behavior should be set to auto to automatically allow applications during the specified date ranges
- if you want applications to be open outside of the date ranges, set Open Behavior to open
- don't forget to reset to auto to have the normal behavior