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.

• 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 Positions view select the appropriate Racing Team Member position (depending on their term)

  • use the Position Wizard to manage the team membership

    • add the member on the effective date

• 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

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

• use 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 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