Racing Team Admin Guide¶
This guide describes the concepts of the membertility Racing Team Module, and gives guidance on how to achieve the associated work flow.
Use cases¶
These sections describe what an racingteam admin might want to do in support of the racing team.
add a new racing team member¶
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
update member for racing 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
add a member to the team¶
The team member terms are managed via the Racing Team Member position.
from Positions view select Racing Team Member position
use the Position Wizard to manage the team membership
add the member on the effective date
team management¶
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 the position terms 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
remove a member from the team¶
The team member terms are managed via the Racing Team Member position.
from Positions view select Racing Team Member position
use the Position Wizard to manage the team membership
remove the member on the effective date
open racing team applications outside of normal window¶
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