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DB ACT Workshop 2013

Workshop Schedule and Notes

Moderator: Raymond Strachan - Smartspace Developer

Please note!! All links embedded on this page open up in a new window or tab.

Brief Intro: 10 mins

Discussion on Smartspace use so far

Demonstration: 15 mins

A  short demonstration on basic Smartspace concepts and systems

  • Logging in
  • Maintaining state
  • Individual permissions - staff privileges
  • Registration and membership
  • Database concepts - A mechano set

Paddler Registration: 60 mins.

  • Online Registration Overview
  • Home Page > Membership
  • Work on paddler registration as an adminsistrator
  • Database Manager > New Participant
    • New Participants
      • Duplicate record handling
    • Editing Current Participants
    • Database Manager > Search or Selection
      • Participant Details
      • Membership Details
      • Questionnaire Details

Setting Up Membership: 60 mins

The whole group  will work on a project to set up their own Dragonboat Club Membership

  • Create Price Codes and Prices
  • Control Panel > Products/Prices > New Price Code
    • Create Price Code
    • Create Price Instance
  • Create Club Membership
  • Database Manager > New Membership Type
    • Create Options
    • Specify Term of Membership
    • Return to attach prices
    • Public Settings
  • Assign a membership

Enter an event: 60 mins

  • Enter your paddlers into event races
  • Database Manager > Groups
    • Nominate crews for an event
    • View the entries
    • Add paddlers to the crews
    • Get reports

 

Smartspace Workshop Projects

 

Click here for the DBSA Operations Manual which also uses Smartspace (PDF 1.73mb)

Free Project A: Set Up a Club Committee and Submit To DBACT

Navigate to Control Panel > Groups

Main Tasks:

  • Click on the DBACT Club Committees  Action Bar
  • Open the Action Menu
  • Open the Groups window
  • Populate the Group
  • Assign positions to each committee member

Help!

Basic Club Member Registration (for administrators)

Navigate to Control Panel > Database Manager

Main Tasks:

  • Register a new person
  • Possibly handle a duplicate record (s)
  • Complete a questionnaire
  • Complete Membership recording process

Help!

Set Up for Online Club Member Registration and Membership

Navigate to the Control Panel

Main tasks:

  • Complete Communications set up
  • Complete prices setups
  • Set Up Club Membership
  • Create a custom questionairre
  • Send a Bulk Email
  • Manage payments

Help!

Free Project E: Explore Reports

Suggestion: Make this the last project you do

Navigate to Database Manager > Global Reports > Select a report Type

Main Tasks

  • Try different report types
  • Try different report formats
  • Try different report filters
  • Save a report

Help!

Enter Paddlers Into a Dragonboat Racing Event

Navigate to Control Panel > Groups

Main Tasks:

  • Enter your teams
  • Attach paddlers to teams
  • Submit teams to race owner

Help!

Keyword Search

Search Content:
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