[Date Prev] | [Thread Prev] | [Thread Next] | [Date Next] -- [Date Index] | [Thread Index] | [Elist Home]
Subject: [chairs] Info for chair setup of Kavi TC areas
Chairs: Here's the information I promised so that you can get started with your setup. OASIS staff has set up accounts on the Kavi system for as many people as we have information for, has created areas for each of the TCs (and JCs and MS SCs), and pre-populated these with the subscribers for those TCs, etc. We now need you to go into the area for your TC and complete the setup. 1. The first step is to get your password and complete the setup your personal account. (We'll be asking all OASIS members to do this at the time we launch, but you'll need to do it now so that you'll have access to the area for your TC.) a. Go to http://kavi.oasis-open.org/kmembership_info/request_password and enter your email address. The Kavi system will send you your username and password. b. After you've received your username and password, go to the My Account page at http://kavi.oasis-open.org/members/user_tools, login, then click on the Edit button and update your personal information. Make sure to save your changes. 2. The next step is to edit the information for your TC (or JC or MS SC). a. Go to the All Groups page (either click on this link from the left side of the above page, or go to http://kavi.oasis-open.org/apps/org/workgroup/portal/) b. Select the name of your TC (or JC or MS SC) c. edit the following information: - Manage Roster: This is where you need to do most of your work. I've pre-loaded the system with all of the subscribers to your TC list, and set them all as Observers (who receive mail but can't vote). Your job is to change the role of any people who are voting members of the TC. Remember the TC membership rules (see the TC Process or TC Guidelines for help, or contact me). If you've been keeping a membership roster then you'll already know who is who; otherwise this will be the people who joined the TC at some point and have been attending regularly since then. (The rosters you sent me a couple weeks ago were used to make sure that we had accounts created for all these people.) Change both the Role (the pulldown) as well as checking the Voting Member box. Set the roles for TC Chairs (if you have co- or vice-chairs) and Secretaries also; these are the people who will have permission to edit information on the site. Click the Submit Changes button when you're done. - Manage Email Templates: No need to do anything here unless you want to customize the message that is sent when someone joins the TC. - Upcoming Events: Add your upcoming TC meetings etc. here. We covered this in the training class, but if you didn't attend you can still probably figure it out. Remember that we won't launch until mid March so don't worry about any meetings that are in the next couple of weeks. - Recent Documents: This is where you'll be entering documents into the doc repository. It's up to you whether you want to start entering documents or not. If you have just a few documents on your current TC page then you can start this at any time. If you have quite a few you may want to wait a bit, as we're trying to put together some means of mass importing large numbers of docs. If you do want to start entering docs I would suggest that this would be a good opportunity to start using the doc naming scheme that has recently been discussed on the chairs mail list. - Open Ballots: This is where you'll create ballots, but as we're not going to be launching the Kavi system until mid March you probably won't have any ballots to put in here now. - Recent Action Items: This is where you'll create action items for members of the TC, but as we're not going to be launching the Kavi system until mid March you probably won't have any action items to put in here now. - Subgroups: This is where you set up your TC subcommittees. Click Add, then on the page that appears enter the SC name, the abbreviated name and mail list name (IMPORTANT: make sure that both of these match the name of the current SC mail list), chair (use the lookup), charter, and other settings (leave the settings as defaulted). General info: - Please don't forward these instructions to your TC or SC members. This pre-launch setup is intended just for TC (and JC and MS SC) chairs and secretaries. Once we launch the system in mid March we'll ask all OASIS members to set up their accounts and allow them to start using the functionality on the TC pages. - Once the system is launched an email notification will be sent to people when something about their account or something on the TC page changes. Email notification will be turned off until then as we'll be making lots of changes. - Please contact me with questions related to policy or process; for general help with "how do I do something in Kavi" please contact webmaster@oasis-open.org. -Karl ================================================================= Karl F. Best Vice President, OASIS +1 978.667.5115 x206 karl.best@oasis-open.org http://www.oasis-open.org
[Date Prev] | [Thread Prev] | [Thread Next] | [Date Next] -- [Date Index] | [Thread Index] | [Elist Home]
Powered by eList eXpress LLC