As most Associations have branches the ER2 system was designed to manage that arrangement EVERY Association now treated as though it has branches. If the Association and Branch are the same and for the sake of this article, we will give the Association the number of 999 The Association manager…
Directory of Officers Associations & Branches Introduction The eReturn2 Directory of Officers replaces the printed year book that used to be published. The information can be extracted from eR2 as a PDF – on demand, it is therefor constantly being kept up-to-date GDPR Considerations Officers accept that their information is…
For a Manger to edit the Association record their permitted branches must be “All Branches” eg ??.*. If their record shows access to branch 0 they will not be able to edit the Association record If the association does not have any branches the Manager will not be able to…
The data belongs to each Association and that association is free to do whatever you like with it. You will (or should have) a publicly available, data protection/privacy policy in which you specify what you undertake to do (or not do) with members data. In terms of the responsibilities of…
Check the set-up of the officer’s record. It should only be ticked for BBKA. If both BBKA and BDI are ticked then only members of BOTH BBKA & BDI will be displayed. Thus Partner members will not be included.
If Officers are created as Committee Members for an entire association and are not given access, in otherwords marked as “Disabled”, they can all be emailed including the Treasurer, Secretary and Chairs. Committee member is a specific classification that is not emailed by the BBKA – unlike treasurers etc.
It often happens that officers change after an AGM. It is important that the database is kept up-to-date with the fresh information. It is the task of the Association Manager to keep this list accurate. All requests for a change of officer should be sent to the Association Manager with…
The Association Manager can set up Officers with the following roles, at both Association and Branch level. Editor Approver Viewer Association Officers will be able to view all data pertaining to the Association. Branch Officers will be able to view their Branch data only.
Each Association can have 1 x eR2 Manager and then as many Officers as you wish. eR2 support team set up the Manager and then the Manager has the authority to add the Officers. Whenever an officer retires or a fresh one is appointed it is important to keep the…