Membership

The member masterEvery Parishioner, as Supreme has him and as we know him

FindingsWhat the imports noticed

Each one is a fact for a person to look at: a new member, someone gone from the roster, a class change, a bad address, an Honorary Life member Supreme still bills, arrears, or an address a member typed on his profile that Supreme does not have. Mark it noted or done; nothing is changed by itself.

Corrections to keyWhat members asked to change at Supreme

Members ask from their profile. The Parish Secretary keys the change in Member Management and marks it keyed; the next extract confirms it. Email changes take effect here at once, since Supreme does not keep the email the parish uses.

ImportsSupreme's exports in

Three files, each from its own screen. Pull them, drop them here; the browser reads them and the database works out what changed. Nothing in the file is kept except what the record needs; birth dates, addresses and phones are visible only to the records officers.

Past imports

OutputsWhat goes back to Supreme, and what the officers need

Supreme has no way in but the Parish Secretary's keyboard and the online forms, so these are lists to work from. Each downloads as a CSV.

• Corrections to key

  Open change requests from members: field, what Supreme has, what it should say.
  Download
• Officer slate

  The current officers with member numbers and contact, for the Form 185 (Report of Officers Chosen for the Term) in Officers Online.
  Download
• Safe Environment standing

  Every active member, with his standing on each requirement, for the Diocese and for Supreme's compliance report.
  Download
• Mailing list

  Active members with mailing address, email and phone, for the newsletter and the Christmas letter. Records officers only; keep it off shared folders.
  Download