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:
- Create An Event
- Enter your teams
- Attach paddlers to teams
- Submit teams to event owner
- Manage an Event
Help!
Further Information - Q and A
Paddler Registration/Membership
- Online Registration Overview for paddlers
- Go to Home Page > Membership
- Please try to view the video below prior to attending the session
- Work on paddler registration as an administrator
- Database Manager > New Participant (or select a current participant)
- New Participants
- Editing Current Participants
- Learn how to activate or deactivate a record (video)
- Database Manager > Search or Selection
- Participant Details
- Membership Details
- Questionnaire Details
- Transfer an already registered paddler (from your own or another state)
- Help!
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!