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.

  1. 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. 
  2. 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
  3. The school record is saved by clicking the Save button.
  4. 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.
  5. 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.