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Add Slack and Telegram instructions, use parallel structure for off-b…
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…oarding instructions as on-booarding
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jwflory committed Mar 25, 2018
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45 changes: 30 additions & 15 deletions docs/administration/eboard-onboarding-offboarding.rst
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Expand Up @@ -63,25 +63,33 @@ Arrange a meeting time for the outgoing and incoming eboard members to meet with
Other on-boarding tasks
=======================

- Grant operator privileges to incoming eboard members in IRC channel (see how in :doc:`../infrastructure/irc-channel`).
- Share Runbook with incoming eboard members, encourage questions and feedback on improving the Runbook

- Add incoming eboard members as admins to `Facebook group`_
- Incoming eboard members must take `financial certification test`_ from RIT clubs office (all eboard members **must be certified** to use club funds)

- Add incoming eboard as Slack organization admins

- Add incoming eboard to private Slack channel for eboard discussion

- Add incoming eboard to new eboard team in GitHub organization, archive old eboard team, grant ownership privileges to president / vice president (see :doc:`github-org`)

- Add incoming eboard members as collaborators with write access to the RITlug Google Drive folder

- Transfer ownership of RIT computer account for RITlug (i.e. ritlug at rit dot edu)

- Add incoming eboard to new eboard team in GitHub organization, archive old eboard team, grant ownership privileges to president / vice president (see :doc:`github-org` for detailed information)
- Grant operator privileges to incoming eboard members in IRC channel (see :doc:`../infrastructure/irc-channel`).

- Share Runbook with incoming eboard members, encourage questions and feedback on improving the Runbook
- Add incoming eboard members as admins to `Telegram group`_ (*optional*, Telegram is no longer promoted)

- Add incoming eboard members as admins to `Facebook group`_

- *If new president*:

- Pass off club binder at club office to new president

- Transfer ownership of Google Drive folder to new president's RIT email
- Transfer ownership of RITlug Slack to new president

- Add incoming eboard members as collaborators with write access to the RITlug Google Drive folder

- Incoming eboard members must take `financial certification test`_ from RIT clubs office (all eboard members **must be certified** to use club funds)
- Transfer ownership of Google Drive folder to new president's RIT email


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Expand All @@ -92,20 +100,27 @@ These tasks are done at the discretion of incoming eboard members.
All steps are recommended and encouraged, but not required.
Use best judgment for whether access should be revoked (especially if outgoing members remain active members of RITlug).

#. (**Required**) Remove permissions / roles in CampusGroups (see :doc:`campusgroups-management`)
- (**Required**) Remove permissions / roles in CampusGroups (see :doc:`campusgroups-management`)

- Downgrade outgoing members from Slack organization admins to regular members

- Remove outgoing members from private Slack channel for eboard discussion

- Remove outgoing members from current "Eboard" team in GitHub, remove ownership rights if they have it (see :doc:`github-org`)

#. Revoke account privileges from any RITlug-owned machines or servers (see :doc:`../infrastructure/hosted-server`)
- Revoke privileges in RITlug Google Drive folder

#. Remove outgoing members from current "Eboard" team in GitHub, remove ownership rights if they have it
- Transfer account ownership of RIT computer account, update any info, reset password (if necessary)

#. Revoke admin privileges on Facebook group
- Remove channel operator privileges on IRC (optionally can grant voice privileges) (see :doc:`../infrastructure/irc-channel`)

#. Remove channel operator privileges on IRC (optionally can grant voice privileges)
- Revoke admin privileges on `Telegram group`_ (if applicable)

#. Revoke privileges in RITlug Google Drive folder
- Revoke admin privileges on `Facebook group`_

#. Transfer account ownership of RIT computer account, update any info, reset password (if necessary)
- Revoke account privileges from any RITlug-owned machines or servers (see :doc:`../infrastructure/hosted-server`)


.. _`Telegram group`: https://t.me/ritlug
.. _`Facebook group`: https://www.facebook.com/groups/RITLUG/
.. _`financial certification test`: https://www.rit.edu/studentaffairs/campuslife/financial-certification-test

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