# TNCSC Community OS — Administrator Guide ## Overview This guide is for TNCSC System Administrators, Board Members, and Membership Managers managing the Tamil Nadu Cultural Society of Canada's digital platform on Odoo 19. --- ## 1. Membership Management ### Reviewing Applications 1. Navigate to **Community OS > Members**. 2. Filter by **Pending Approval** in the search bar. 3. Open a member record to inspect their application: - **Personal Details**: First Name, Last Name, Phone, Email, Address. - **Eligibility Questions**: Check answers to the 5 TNCSC Constitution eligibility questions (Tamil origin, PIO/OCI status, citizenship history). - **Age & Birth Info**: Check computed age (worked out from birth month and year). - **Uploaded Proof**: If a Senior or Student tier was requested, review the attached `Proof of Eligibility` document in the chatter or membership tab. - **Family Members**: For Annual/Family memberships, view child records linked under `Family Members`. ### Approving or Rejecting - Click **Approve**: - Automatically transitions `Board Approval` to **Approved**. - Sets membership state to **Active** and sets the start and expiry dates based on the tier. - Automatically dispatches the bilingual **TNCSC Membership Approved** email containing their Member ID and portal access information. - Logs approval details in the chatter. - Click **Reject**: - Sets `Board Approval` to **Rejected**. - Cancels any draft membership dues invoice. - Sends the **TNCSC Membership Rejected** notification email with instructions on refund/appeals. - Logs the rejection in chatter. --- ## 2. Event Management & Ticketing 1. Navigate to **Community OS > Events**. 2. Create or open an event (e.g. Tamil New Year, Picnic, Pongal Celebration). 3. **Hero & Website Display**: - Ensure `Website Published` is checked. - The public website dynamically links to the earliest upcoming event for "Book Now" and lists all upcoming events at `/event`. 4. **QR Code Attendance**: - Attendees receive a QR code badge/ticket. - Volunteers can scan attendees at the entrance using any mobile device camera or Odoo barcode scanner to validate registration. --- ## 3. Website Administration & CMS 1. **Pages**: - `/` — Homepage featuring upcoming events, announcements, and quick links. - `/about` & `/about/board-of-directors` — Organization mission, history, and committee members. - `/membership/registration` — Plan comparison and details. - `/membership/join` — Public interactive membership signup application with real-time validation. - `/event` — Dynamic events catalog. - `/tamil-school` — Tamil class information and enrollment. - `/contact` — Contact details with spam-protected inquiry form. 2. **Editing Content**: - Log in as an administrator and click the **Edit** button in the website top bar to make visual changes. --- ## 4. System Security & User Roles - **Portal Users**: Regular members, students, and parents. Can only view their own membership card, profile, events, and family school records. - **Membership Managers**: Access to sensitive applicant data (DOB, proof documents, eligibility answers, board approval buttons). - **School Teachers**: Access to classroom rosters, attendance sheets, and student grades. - **Treasurers / Accountants**: Access to invoices, bank journals, Interac e-Transfer reconciliations, and financial reports.