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 :term:`racingteam admin` might want to do in support of the :term:`racing team`.
If the racing team :term:`member` was not already in the system, they need to be added to the system before adding them to the racing team.
use :ref:`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 :ref:`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 :ref:`add a member to the team`
If the racing team :term:`member` was in the system but not yet on the team, their record may need to be updated.
- use :ref:`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 :ref:`add a member to the team`
The team :term:`member` :term:`terms <term>` are managed via the Racing Team Member :term:`position`.
- :term:`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 :ref:`Positions view` select the appropriate Racing Team Member :term:`position` (depending on their term)
- use the :ref:`Position Wizard` to manage the team membership
- add the :term:`member` on the effective date
- :ref:`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 :ref:`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
- the :ref:`Positions view` can be used to show the team on a given date by searching for Racing Team Member
- the :ref:`Position Dates view` can be used to show the :term:`position` :term:`terms <term>` directly by searching for Racing Team Member
- the :ref:`Distribution List view` can be used to get a distribution list for the racing team on a given date
The team :term:`member` :term:`terms <term>` are managed via the Racing Team Member :term:`position`.
- from :ref:`Positions view` select Racing Team Member :term:`position`
- use the :ref:`Position Wizard` to manage the team membership
- remove the :term:`member` on the effective date
- use :ref:`Racing Team Members view` to indicate that the racing team member is not active any more
- use :ref:`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