Operational instructions for administration

  • David Fletcher
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6 years 11 months ago #114087 by David Fletcher
Operational instructions for administration was created by David Fletcher
Hi there
I have to brief a membership team of volenteers on the data to day operation of the software eg handling membership renewals and the like.
I wonder where anybody has a suitable document that I could re use / adapt?
thanks in advance
David

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6 years 11 months ago #114100 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Operational instructions for administration
Hi David

Not sure exactly what you need but these documents might be useful for you:

- membershipprodoc.joomservices.com/subscriptions-management
- membershipprodoc.joomservices.com/subscriber-actions

The first link explains what tasks they can do to manage subscriptions. For second link, it explains which action subscribers can do to update, renew subscriptions...

Tuan
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6 years 11 months ago #114154 by David Fletcher
Replied by David Fletcher on topic Operational instructions for administration
Tuan
THi sis part of it, but is written from the point of view of the software implementer, and not the user(s).
I am thinkig that I need simple instructions for members on updating, and then seperately instructions for the admin staff on how to update offline subscriptions (which are the bulk of what we do).
I am concerned to capture the behaviour of changes that are automatically made to the database when renewal takes place (so when we differ, they can be corrected) and what emails are sent out.
I am hoping that another user has something out there??
David

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6 years 11 months ago #114161 by Tuan Pham Ngoc
Replied by Tuan Pham Ngoc on topic Operational instructions for administration
OK David. Hopefully something like that is available and can be shared to you. Otherwise, I guess you will need to make it yourself

Regards,

Tuan

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