NENA Development Group Guide: Difference between revisions

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==== How to Add a Member in NENA Workspace to a Working Group ====
In many cases, members are added to working groups and their parent committee by the Committee Resource Manager when the member is added to NENA Workspace. Members who are already in NENA Workspace can be added to the working group by the working group chair.
 
Here are the steps to add a member already in NENA Workspace to your working group.
<ol>
# <li>Log on to NENA Workspace (httphttps://dev.nena.org).
# <li>Select your working group.
#<li> Click the '''Settings''' gear icon.
#<li>In the '''Status''' section, click on '''Add or Invite Others'''.
#<li>Select the '''Invite Others''' tab.
#<li> Under '''Find People to Invite''', enter the new member's first name, last name, email, or company (only need to fill in one field) and select '''Search'''.
#<li>Check the box to the left of the member's name and select '''Add Selected To Invite List'''.
#<li>If you need to add multiple people, repeat steps 6 and 7 above.
#<li>Once all new members have been found, check the box to the left of their name and then select '''Add Immediately'''.
# <li>In the pop-up window that appears, change how they are to receive messages to '''Real Time - One email for each message''' and select '''Save'''.
#<li>'''Close''' the pop-up message.
#<li>Select the '''Back to Community''' button in the upper left of the Invite to Community screen to return to the working group's Community Home Page.
#<li>To set the new member's role, click the '''Settings''' gear icon again.
#<li> In the '''Administration''' section, click on '''Members'''.
#<li>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'''.
#<li>Click the blue '''Edit Roles''' textbutton to the right of their name. (Warning…Do not click on the drop-down arrow!)
#*'''{{Note|Note:''' Text=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.}}
 
#<li>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.)
# Log on to NENA Workspace (http://dev.nena.org).
{{Note|Note Text=<br>
# Select your working group.
#*'''Note 1:''' If the member is an Authorized Observer, only check the box next to '''Authorized Observer''' (do not check '''WG Member''').
# Click the '''Settings''' gear icon.
#*'''Note 2:''' If the member is an Alternate Voter, check the boxes next to '''Alternate Voter''' and '''WG Member'''.
#In the '''Status''' section, click on '''Add or Invite Others'''.
#*'''Note 3:''' If there are multiple members from the same company''', only one can be listed as the Primary Voter. You will need to first consult with those members to determine who will be the Primary Voter and all others will be considered Alternate Voters.
#Select the '''Invite Others''' tab.
}}
# Under '''Find People to Invite''', enter the new member's first name, last name, email, or company (only need to fill in one field) and select '''Search'''.
<li>Since NWS is a Software-as-a-Service (SaaS) solution, it can take a few minutes for the new WG member to populate in the Roster. To expedite this data population, force a sync by selecting the drop-down arrow next to the blue '''Edit Roles''' button to the right of the new member's name, and select '''Sync to Workspace''' from the drop-down menu. [[File:SynchNewMember.png|alt=Screen print: Synch to Workspace drop-down image|800x800px]]
#Check the box to the left of the member's name and select '''Add Selected To Invite List'''.
#<li>Select the '''Back to Community''' button in the upper left of the Manage Community Members screen to return to the working group's Community Home Page.
#If you need to add multiple people, repeat steps 6 and 7 above.
#<li>All voting members must have an Interest Category assigned (Authorized Observers do not vote). To assign an Interest Category, select the '''Workspace''' tab and then select '''Roster''' on the left side menu. For each Primary Voter, Alternate Voter, and Group Leader, select their Interest Category from the drop -down box under the '''Details''' column, and then select '''Submit Changes'''.
#Once all new members have been found, check the box to the left of their name and then select '''Add Immediately'''.
#*'''Producer:''' Developers and/or providers of 9-1-1 related products (e.g., software, hardware, systems and/or networks, processes) and services.
# In the pop-up window that appears, change how they are to receive messages to '''Real Time - One email for each message''' and select '''Save'''.
#*'''User:''' Those who utilize 9-1-1 related products and services, including but not limited to Public Safety Answering Point (PSAP) and 9-1-1 Authority.
#'''Close''' the pop-up message.
#*'''General Interest:''' Other interested parties who do not fit in the User or Producer category (e.g., consultants, State & Federal Agencies, SMEs).
#Select the '''Back to Community''' button in the upper left of the Invite to Community screen to return to the working group's Community Home Page.
{{Note|Note Text=<br>
#To set the new member's role, click the '''Settings''' gear icon again.
#*Note: If the WG's Committee Co-Chairs are to be voting members, their role must be changed from DSC Leadership to Primary Voter (or Alternate Voter). Follow steps 13-18 above to change their role.
#In the '''Administration''' section, click on '''Members'''.
* If a new member name is not listed, repeat step 18 above to sync the member's account to NWS.
#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!)
# <li>Using your own email account outside of NWS, email a welcome letter similar to the '''[[Welcome Letter for New Members]] and copy''' [mailto:crm@nena.org crm@nena.org] to notify the new members that they have been added to the roster.
#*'''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.
</ol>
#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.)
'''How to register a new member to receive automated email reminders for working group meetings and attendance tracking:'''
#*'''Note 1:''' If the member is an Authorized Observer, only check the box next to '''Authorized Observer''' (do not check '''WG Member''').
#*'''Note 2:''' If the member is an Alternate Voter, check the boxes next to '''Alternate Voter''' and '''WG Member'''.
#*'''Note 3:''' If there are multiple members from the same company, only one can be listed as the Primary Voter. You will need to first consult with those members to determine who will be the Primary Voter and all others will be considered Alternate Voters.
#Select the '''Back to Community''' button in the upper left of the Manage Community Members screen to return to the working group's Community Home Page.
#All voting members must have an Interest Category assigned (Authorized Observers do not vote). To assign an Interest Category, select the '''Workspace''' tab and then select '''Roster''' on the left side menu. For each Primary Voter, Alternate Voter, and Group Leader, select their Interest Category from the drop down box under the '''Details''' column, and then select '''Submit Changes'''.
#*'''Producer:''' Developers and/or providers of 9-1-1 related products (e.g. software, hardware, systems and/or networks, processes) and services.
#*'''User:''' Those who utilize 9-1-1 related products and services, including but not limited to Public Safety Answering Point (PSAP) and 9-1-1 Authority.
#*'''General Interest:''' Other interested parties who do not fit in the User or Producer category (e.g. consultants, State & Federal Agencies, SMEs).
#*Note: If the WG's Committee Co-Chairs are to be voting members, their role must be changed from DSC Leadership to Primary Voter (or Alternate Voter). Follow steps 13-18 above to change their role.
# Using your own email account outside of NWS, email a welcome letter similar to the '''[[Welcome Letter for New Members]] and copy''' [mailto:crm@nena.org crm@nena.org] to notify the new members that they have been added to the roster.
 
# While still on the working group's Community Home Page, click the '''Settings''' gear icon.
'''How to register a new member to receive automated email reminders for working group meetings and attendance tracking:'''
# 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'''.
# While still on the working group's Community Home Page, click the '''Settings''' gear icon.
# 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'''.
#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.'''
#In the '''Register''' drop -down, select the name of the working group.
#Check the box to the left of the new working group member(s) and then click on '''ADD.'''