This page includes guidance for Tech Liaisons and Tech Trainees. Liaison resources are listed first. As with all Tech Services, they include a guide, a request form, and a Work Order document which serves as a collaborative "wiki" between Liaison and assigned Trainee.
The video at left is provided by NationBuilder and NB's data management workflow guidance page are not customized for our uses. Email techvol@350mass.org with suggestions for improvements or additions to this process. You may also use Slack and enter a #Comms_Request.
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Data Access Agreement
Liaison submits Data Access Agreement (or Trainee visits DAA folder to see it’s there)
Data Request Form Submit
Liaison submits a Data Request Form and the Tech Coordinator assigns a Tech Trainee to view the Request Job.
Trainee Consult
Trainee and Liaison discuss job scope, tags and order of Data Exchange based on task need
Export Filter & Validation
Trainee prepares export filter and validates appropriate number of contacts.
Trainee Shares Export
Trainee exports appropriate member contact information and shares with liaison.
Trainee Plans Import
Trainee plans import data structure with Liaison (what fields, what format?)
Liaison Submits Import Data
Liaison submits contact list from recruitment events to import to our list
NB Database is Backed Up
Trainee ensures that an admin backs up the NB database (Admins: Evan, Sam, Bram, Stud).
Trainee Executes Import
Trainee executes database import and does validation checks.
Trainee Shares Import Report
Trainee shares import report with liaison.
This April 14, 2025 recording followed a task outline by Bob Tumposky and Bram Moreinis but not all the liaison steps. Evan Bell delivered it as a process demo.
If your visitors still have questions, provide contact information or another resource for more help.