EXAMPLE: CMS Data Entry Form

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INTRO INCORPORATION OF FORM DESIGNS

ANNUAL RENEWALS

At the 2009 Fall director’s meeting a modification to the member registration was passed. This modification was in response to a need to better define when a member becomes a non-member. This modification stipulates that membership in an MO is to run from April 1 to March 31. If you don’t renew your application then you become a [I forget the term they used I’ll call it dormant] dormant member after 12 months as dormant you become a non-member and your personal information (address, birth date etc.) are wiped from the CMS. Your membership number stays as does your training and operations records. If you subsequently rejoin you cannot use your old member number. There was no specific provision in the motion to deal with extending your membership. IE in January you update your membership to March 31 of the following year. (I think it might have been better to specify that membership is for a maximum of say 14 months and is to terminate on March 31. This would have made it easy to see that membership needs to be renewed every Feb-March.) These are from my notes, the policy manual changes and meeting minutes should be consulted for the details.

LISTS OF IMPROVEMENTS AND INNOVATIONS

A Committee member composed this list:

 

• complete French translation and develop all new features in both languages
• Make reports bilingual.
• Change the event/activity entry to an expense claim format and provide for the use of an electronic claim form this should result in faster payments and a direct link between expenses and training. The claim form should be filled out by the individual (or zone admin) and “approved” by a zone admin.
• adopt some guiding principles
  • develop all new features in both languages
  • make all reports bilingual
  • provide an electronic method of completing processes while retaining the ability to use a paper method. This means data entry can be done by the individual or zone admin.
  • reduce the effort required to maintain the records by implementing processes to allow more people to enter their own information.
• develop the concept of “event participants” use the event participants list to populate drop-downs for sign in and crewing
• have an electronic sign in
• allow anyone to be added to an event currently much data entry is restricted to people inside the data entry person’s jurisdiction.
• provide member update of personal information
• provide member access to training information
• create an ability to print ID Cards
• create event participants capabilities report, spotters|pilots|navigators available list
• allow more than 2 spotters per flight – max crew size should be 20
• implement the required components of the casara membership policy. Automatic removal, annual renewal etc
• create more documentation about the required data entries. Currently data is not entered consistently across the country. For example , who does the data entry for a Training Officer’s meeting, director’s meeting.
• provide guidelines for what entries are required for an event and what is expected, – ie when to enter “participant” time instead of “other”, travel time to/from event, multiday events what events should be entered and who should be responsible for entering them.

TASKING AGENCY REPORTS

What reports to what tasking agencies, when and what report/s decided by whom is a good starting point for discussion here.

TRANSLATION

Please post your ideas on translating CMS into French.

ANNUAL RENEWALS IN CMS

There is consideration for active member renewals due on March 31 every year. “Active”, “Inactive” and “Deleted” is being reviewed. Do you have ideas on how this can be implemented through CMS?

DIRECT FORM INPUTTING

The usual CASARA SAR/EX event follows this sequence of FORMS:

The Innovations Committee believes these FORMS could be implemented on-line to expedite and enhance the integrity of the entry of data.

INPUT IMPROVEMENTS

Please comment and share your suggestions on improvements in making CMS easier to use.

FORM DESIGNS

A New Brunswick Director composed this form for a SAREX:

REPORTS

Dialogue on new ideas for REPORTS and improvements to existing ones.