Workshop Schedule and Notes
Moderator: Raymond Strachan - Smartspace Developer
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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!