NENA Development Group Guide: Difference between revisions

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→‎Conducting Polls - What you need to know about NENA Workspace Ballots: Updated with section approved by Doc Management WG 9/1/23 and Ref WG 9/5/23
→‎How to Add Member in NENA Workspace to a Working Group: Added hyphen to 4 occurrences of "drop-down arrow"
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#In the '''Administration''' section, click on '''Members'''.
#In the '''Administration''' section, click on '''Members'''.
#At the top of the Members tab are several filters. In the first filter, select '''No Roles''' from the drop down pick list and select the blue '''Apply Filter'''.
#At the top of the Members tab are several filters. In the first filter, select '''No Roles''' from the drop down pick list and select the blue '''Apply Filter'''.
#Click the blue '''Edit Roles''' text to the right of their name. (Warning…Do not click on the drop down arrow!)
#Click the blue '''Edit Roles''' text to the right of their name. (Warning…Do not click on the drop-down arrow!)
#*'''Note:''' To add multiple members with the same role at the same time, check the box to the left of all of the new members' names that will have the same role, change the first filter to '''Edit Roles''' from the drop down pick list and select '''Submit'''. Check the boxes next to the appropriate roles.
#*'''Note:''' To add multiple members with the same role at the same time, check the box to the left of all of the new members' names that will have the same role, change the first filter to '''Edit Roles''' from the drop down pick list and select '''Submit'''. Check the boxes next to the appropriate roles.
#In the '''Edit Roles''' pop-up box, check the boxes next to '''Primary Voter''' and '''WG Member''' and then select '''Add'''. (<u>Warning</u>: See '''Note 3''' if there is more than 1 member from a company.)
#In the '''Edit Roles''' pop-up box, check the boxes next to '''Primary Voter''' and '''WG Member''' and then select '''Add'''. (<u>Warning</u>: See '''Note 3''' if there is more than 1 member from a company.)
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# In the '''Events''' section, click on '''Manage Events'''.
# In the '''Events''' section, click on '''Manage Events'''.
#At the top of the '''Event List''' page are several filters. In the first filter, select '''Past Events''' from the drop down pick list, in the last filter select '''Start Date - Latest''' from the drop down pick list (in case there are multiple meeting series), and select the blue '''Apply Filter'''.
#At the top of the '''Event List''' page are several filters. In the first filter, select '''Past Events''' from the drop down pick list, in the last filter select '''Start Date - Latest''' from the drop down pick list (in case there are multiple meeting series), and select the blue '''Apply Filter'''.
#Find the very first meeting in the meeting series. Select the drop down arrow next to the blue '''Edit''' button and select '''Manage Roster.'''
#Find the very first meeting in the meeting series. Select the drop-down arrow next to the blue '''Edit''' button and select '''Manage Roster.'''
#Above the filters, click on '''Manage''' and then select '''Add Registrants.'''
#Above the filters, click on '''Manage''' and then select '''Add Registrants.'''
#In the '''Register''' drop down, select the name of the working group.
#In the '''Register''' drop down, select the name of the working group.
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#Go to '''Settings''' (gear icon).
#Go to '''Settings''' (gear icon).
# Select '''Members''' under Administration.
# Select '''Members''' under Administration.
# Select '''Edit Roles''' to the far right of the person’s name you are removing (not the drop down arrow), uncheck their voting role (e.g., Primary Voter; Alternate Voter), check '''Authorized Observer''', and '''ADD.'''
# Select '''Edit Roles''' to the far right of the person’s name you are removing (not the drop-down arrow), uncheck their voting role (e.g., Primary Voter; Alternate Voter), check '''Authorized Observer''', and '''ADD.'''


To remove a work group member, simply:
To remove a work group member, simply:
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# Go to '''Settings''' (gear icon).
# Go to '''Settings''' (gear icon).
# Select '''Members''' under Administration.
# Select '''Members''' under Administration.
# Select the drop down arrow next to '''Edit Roles''' to the far right of the person’s name you are removing, and select '''Remove'''.
# Select the drop-down arrow next to '''Edit Roles''' to the far right of the person’s name you are removing, and select '''Remove'''.
# Send an email to [mailto:crm@nena.org crm@nena.org] so the individual may be deactivated in NENA Workspace if they are not a member of any other work group.
# Send an email to [mailto:crm@nena.org crm@nena.org] so the individual may be deactivated in NENA Workspace if they are not a member of any other work group.


Retrieved from "https://kb.nena.org/wiki/NENA_Development_Group_Guide"