******************************************* 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 :term:`racingteam admin` might want to do in support of the :term:`racing team`. add a new racing team member ------------------------------- 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` .. _update member for racing team: update member for racing 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` .. _add a member to the team: add a member to the team --------------------------- The team :term:`member` :term:`terms ` are managed via the Racing Team Member :term:`position`. * :term:`positions ` 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 team management ---------------------- * 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 ` 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 remove a member from the team -------------------------------- The team :term:`member` :term:`terms ` 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 open racing team applications outside of normal window ------------------------------------------------------- * 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