View source for Board/Bureaucracy

= Bureaucracy =

This page is mainly for the members of the [[Board]], but everyone is free to view it. This page will document procedures for new or forgetful board members.

== Info ==


=== admin@ mail account ===




== Procedures ==




=== New member ===

When a new member joins TechInc:

* Fill out the Membership form with the member. (Empty membership forms are found in the Board box)
* Write your (Board member) name on the form, as well as the date the form was filled in.
* Show the member around, inform him or her about our informal and formal rules.
* Notify member of preferred payment amount (What is required to "keep TechInc alive")
* Put the membership form in the Board box.
* Email board@.
* If the member wishes a fob, see the section titled "(New) fob".

=== Leaving member ===

* Remind the member that he or she can return their fob.
* See "Deactivate fob"
* Remind member to check their revbank (if necessary)
* Mail board@.
* Deactivate the member in the system (or bug [[User:Wizzup]])

=== New fob ===

* Every member that holds a fob needs to give us a (partially blanked out) copy of their ID
* If a new member wants a fob, make sure you get a (paper) copy of his or her ID.
* Take a fob from the board box. Note down the number; send a mail to board@ with the number and the member.
* Mail UR (marijke) about the fob activation, providing the fob id.
* If a member previously lost a fob, deactivate it (as per "Deactivate fob")

Remark: We also need the fobid in the database, but for now there are no scripts to do this yet, so bug [[User:Wizzup]].

=== Deactivate fob ===

* Send a mail to board@ about the deactivation.
* Mail UR (marijke) about the fob deactivation.

=== Financial ===

TODO: Write this section.

Some links:

* https://github.com/MerlijnWajer/TInance/blob/master/doc/financial.rst


==== Bank imports ====


==== Reminders ====



See this section specifically:

    https://github.com/MerlijnWajer/TInance/blob/master/doc/financial.rst#finding-out-which-members-are-overdue-with-their-payments

* Ensure bank information is fully up to date. (See "Bank imports")
* Use the ti.py program to get a list of all members that are overdue in their payments. Generate a CSV format for the mailing script.
* Remove some people from that list; apply common sense. (We may be sorting out details with some; others are only a few minutes late; don't mail those if we can help it)
* Remove people from the list who pay regularly but somehow have a weird join data in our system which means they show up as regularly late. (This sentence isn't particularly useful and this will be resolved in the system in the future)
* Mail the members (automated ; please document)

===== TODO =====

* Automatically keep track of how many times we reminded a member (since they last became 'up to date').
* ???

==== Monthly report ====




=== ALV ===



==== Agenda ====