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QDBF Dragonboat Clubs Seminar October 2014

QDBF Seminar Schedule and Links - October 4th 2014

Moderator: Raymond Strachan - Smartspace Developer

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

Pre Seminar setup starts at 12.00 pm

Seminar starts at 12.30 pm

Smartspace use so far

  • First developed as a business system database (offline only) in 2000.
  • Online development started in 2004
  • In 2008 development as a fully fledged website platform commenced
  • Main two markets now are
    • Sports clubs, businesses and associations
    • Graphic Designers (to build websites for small business customers)
  • What's new in Smartspace since last year
  • Smartspace is currently in Special Development Release
  • Whats on the horizon for Smartspace
    • Live Edit system currently in development for better, more powerful and more user friendly development and management of websites
    • For Sports clubs, the Accreditation Module will be further developed by the end of November 2014
    • Development of Multi Day bookings and hire will be complet by mid December 2014
    • Our help library is on course to become more accessible bt the end of the year

Basic Links

Setup:12.00 pm - 30 mins

We will attempt to ensure that all those who attend early will be able to check their settings and get the most out of the session.

Quick Review:12.30 pm - 15 mins

A  short demonstration on basic Smartspace concepts and systems

  • Logging in
  • Maintaining state
    • Navigating in Smartspace to ensure that you remain logged in
  • Individual permissions - staff privileges
    • Each person is granted access on an individual basis - not a club or position basis
  • Registration and membership are NOT the same thing
    • Registration is permanent
    • Membership is for a limited period
  • Database concepts - A mechano set
    • Each part of Smartspace needs to be configured before use
    • Once configured, very little needs to be done to maintain the system

Manage Access for Club Officials : 12.45 pm - 15 mins

View those who have access already and setup access for others

  • Go to Control Panel > Manage Staff/Access
  • Click here to read more about how to grant access to club officials
    • Veiw those who already have access
    • Click on the officials, name to edit or send logins
    • Add new access through the New Staff action bar
  • Your club has complete control over who has access to the website administration area
  • You may need assistance, but only if the wrong person has the higher level access which has the power to grant privileges
  • You should contact the State Coordinator in the first instance if you are having access trouble

Using Groups

Flexible Groups Workshop Start: 1.00pm (finish no later than 5.00pm)

This session will be a flexible session covering aspects of Groups management as required by the attendees.

Set Up a Club Committee and Submit To State Association

Setting up and submitting a group (video 2:57)

Navigate to Control Panel > Groups

Main Tasks:

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

Help!

Enter Paddlers Into a Dragonboat Racing Event

Here is an overview of the whole process (video)

Navigate to Control Panel > Groups

Main Tasks:

Help!

Further Information - Q and A

Paddler Registration/Membership

Setting Up Membership

Here is the process of setting up a 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
  • Help!

Review Reports

Suggestion: Make this the last project you do

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

Main Tasks

Help!

Keyword Search

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