Sample Task Scenario
Scenario: Club member C1 is going to be meeting with school S on March 2nd. The meeting will include club member C2 and person P1 and P2 from the school.
- Club member C1 finds or creates the school entity for S and edits it. The job Status is set to Active and the Assigned to is set to C1 who is managing the school interaction.
- While editing S, C1 creates a an event by clicking on Add new content item in the event section and fills in the fields.
- Title: First meeting with P1 and P2
- Body: notes for the meeting
- Date: March 2nd
- Users involved: C1, C2
- People involved: P1, P2 (can create new records for these if they do not exist)
- Websites: if applicable
- Private files: if applicable, could be files being shared with P1 and P2
- The school record is saved by clicking the Save button.
- The meeting occurs and additional files are received from P1. These are added to the event. Notes about the meeting would be added to the Body.
- Another meeting is schedule so another event would be created.
The system is not necessarily used to track all interactions with a school or organization but major interactions would be useful to track.