SELECTBIO Badger User Guide

Transcription

1 SELECTBIO Badger User Guide Introduction The main aim of the SELECTBIO Badger Scanning System is to replace the current Reftech system of scanning and registering Delegates for a Show. It includes an Admin section to allow the administrator to Manage Users and Broadcast U-Network Messages. This admin section will be primarily used by the administrator to create users and to print badges. The three main sections of the Scanning System are Create a Delegate, Search for a Delegate and Broadcast U-Network. Asset List The following table is a list of items that you will need to be able to run the Badger Scanning System. Please ensure that you have all of these components. If you are missing any equipment from the Asset List then please contact me: m.franklin@technologynetworks.com Asset ID Equipment Quantity 1 Printer 1 2 Laptop (Including Power Cable) 1 3 Barcode Scanner 1 4 Mobile Barcode Scanner 1 5 Type B to Type A USB Cable 1 6 Power Cable (Printer) 1 7 Badge Paper 1 Login To login into the laptop the password is: ion1hyper Installation To install the Application copy the files that I have Skyped to you onto the desktop of the laptop. You will then have to double click on the file named 'Setup'. You will then have to follow the on screen instructions to install the application. Enter Key Page You will need to enter the Programme key before you can load the Badger Application. You will be provided with this before the conference. You will only have to enter the key once when you load the application for the first time or when the key has been changed on the server.

2 Once you have entered the key, click on the 'Verify' button and you will be taken to the login screen. Fig 1. Login Page The Login Details you will need to login are the same as the SELECTBIO website. Fig 2. Choose Conference You will now have to select the relevant conference from the drop down list and click on the Next button. If it is a Co- Located conference you only have to select one of the conferences. It will download all of the Co-Located delegates.

3 Fig 3. Main Index The Main Index should now appear. The first thing that you will need to do is click on the 'Download Delegate' button featured below. This will download all of the delegates for the chosen conference. If the Last Updated stamp appears the Download was successful. You will be able to use this page to access all of the main features of the application. Fig 4. Create a Delegate The create delegate section is used to create delegates for the specified conference. You can either search for a user in Metis or completely create a new one. To search for a user click in the Search User text box and then type in your search string. You then have to click on the 'Search User' button. If your search string returns with multiple users, the 'Select a User from the list' section will appear. This allows you to select a user from the dropdown list. Once you have selected a user click on the 'View Details' button. You can view the Users Details in the User Details section. This is just used to see if you have selected the correct user. To move to the next step of the registration process you will need to click on the 'Next Step' button.

4 If the user can not be found in Metis, you can create a completely new user. To do this you have to first click on the 'Create User' button. Fig 5. You will then be taken to the Create User page. This page may take a couple of seconds to load for the first time because it needs to download all of the form items. You can reset the form items by clicking on the 'Re-Download Form Items' button. You will then have to fill in all of the users details. The only fields that are not required are the Position Type, Address and Company Type. Once you have filled in the user's details you will need to click on the 'Create User' button. Fig 6. When you create a user or search for a user from Metis you will then be taken to the Billing Details page. This will be prepopulated from the chosen user. This is mainly used for our own records and is not sent through to the bank, so it doesn't have to be too accurate.

5 Once you have entered all of the relevant information you will then have to click on the 'Next Step' button. Fig 7. The next step is enter the users Registration Type details. You will first have to select a 'Registration Type' from the drop down list. When you have selected a registration type, the 'Item Details' Section should fill with the relevant information. This section allows you to edit the second part of the 'Item Name'. It is important to keep the describing words such as Delegate or Exhibitor in the 'Item Name' because the 'Print Badge' page uses this to work out the ticket type. The 'Price' section can also be edited if needed. If you have edited the 'Price' you will have to click on the 'Update Price' for the change to be made. You will also have to select a payment type from the 'Payment Type' drop down box. The two choices that you will be given are Manual Invoice and Manual Card. Once you have entered all of your Registration Type details you need to click on the 'Next Step' button. Fig 8.

6 The next section that you will be taken to is the Confirm Order page. This page is used to review the order details before placing the order. Once you have confirmed the order details you will then have to click on the 'Place Order' button. Fig 9. Search for a Delegate This section is mainly used for printing a delegates ticket and checking if the user has registered for the specific show. They will only appear in the list if they have already registered previously to the conference. You can either search for the user using the 'Search for User' section or you can look for the user in the 'User Details' list box. Once you have selected the user that you would like to print a badge for you have to click on the 'Print Badge' button located at the top right hand on the 'User Details' section. Fig 9. Once you have selected the user and clicked on the 'Print Badge' button you should then be taken through to the Print Badge section as shown in Fig 11. If you see the popup shown below then it means that the delegates ticket has been used before.

7 You can check this in the Checked In Delegates section which can be navigated to on the Index Page as shown in Fig 10. Fig 10. The 'Print Badge' section also allows you to view how the badge will appear on the badge paper, change the badge type and reset the sponsor image. To change the badge type you can select a type from the 'Change Badge Type' drop down box shown in Fig 11. When you have selected a type you will need to click on the 'Update Badge Type' button. You should see the badge type change in the ticket layout section. Fig 11. Checked In Delegates The Checked In Delegates section is used to view all of the delegates that have checked in. When a Delegate has their ticket scanned they will appear in the Checked In Delegates table as shown in Fig 14. This page also allows you to print the Delegate list by clicking on the 'Print' button. Fig 12.

8 Broadcast U-Network The Broadcast U-Network page allows you to send multiple U-Network messages to delegates for the specified show. You can search either by Conference/Track name or by typing the Delegates name or . You can select the user/users from the Send List section and then type the message that you would like to send. Fig 13.