Conferences & Events WPM Education 4.1.7

Size: px
Start display at page:

Download "Conferences & Events WPM Education 4.1.7"

Transcription

1 Conferences & Events WPM Education Version: 1.5 Date: 16/04/2015

2 Contents Conferences & Events Administration Area... 1 Creating a New Event... 2 Copying Events... 2 Step by Step Guide... 3 Create a new Event... 3 Additional Info tab... 7 Assign the Event to a Category... 7 Enabling the Waiting List functionality... 8 Set up Programme Items at Event Level... 9 Setting up Sections / Groups... 9 Editing Sections / Groups Adding new Programme Items Set up Attendee Categories What is an Attendee Category? Creating new Attendee Categories Set up Programme Items at Attendee Category Level Assigning Programme Items to Attendee Categories Copying Programme Items Preview Your Event I can t find my Event... 22

3 Conferences & Events Administration Area In the back-office system, browse to: Conference & Events > Events Here you will be shown a list of existing events: The structure of this page is identical to all Online Store modules main menu areas - with differing filters and columns: 1. The top area provides search filters so that you can search the existing events: The filters available for this module are: Event, Department, Location, Cancelled status and Active status. 1

4 2. Underneath is a list of events that fit the search criteria. 3. Under that are some action buttons which include a 'Set Inactive' button. This will, if clicked, set any past event to In-active to make the default list of courses visible on this page more manageable Creating a New Event Events take a little longer to set-up than products. This is because payments can be collected for multiple attendee categories for an event as well as with any additional items/services linked to the event. Copying Events If you already have a similar event to the one that you would like to add, you are able to make a copy of it by selecting the event in the events administration area list and clicking on the Copy button in the action buttons area: This will produce an in-active copy of the original event. To find this in-active event, enter the event name into the Event field, un-tick the Active check-box filter, then click the Search button. Please Note: Only the event will be copied; the attendee categories will still need to be re-created. 2

5 Step by Step Guide This guide will take you through the process of creating a simple event within the Online Store. It assumes that you have already had a suitable category set up for you to use by the online store team. There is a particular order in which you must set-up the various aspects of your event. These steps are as follows: Create a new Event 1. Browse to the Events administration area. 2. Scroll down to the bottom of the page and click the Add button. 3. This will open the Event Details form. 3

6 Enter the basic details about your event, as demonstrated in the example below: 4. Once you have entered all of the relevant details, click the Save button at the bottom of the page 4

7 More information about the Event Details fields: * Mandatory fields are indicated with an asterisk. Field Name Active checkbox Event Name * Show in RSS Feed checkbox Description * Image File Image Description Department Location * External URL Event Dates * Display Between * Capacity * Number of Delegates per booking Places Booked Comments Leave this box un-ticked until you are happy for your Event to appear on the front end of the Online Store. This is the name that is attributed to the event on both the front-end Online Store and the administration area. Leave this box unchecked! This should be a detailed description of the conference or event - providing the customer with all relevant information so that they can make a purchasing decision. There is no short description field that displays in category listings as there is with products and courses, there is only this detailed description field that displays on the event page. Once you have saved the basic information for the course, you will be able to upload an image in the standard way. Click Browse to locate and select the file on your computer then click Upload to upload it to the system. Although this isn t marked as a mandatory field within WPM, University Online Store Policy requires that an image is associated with each product within the store. Any products found to be uploaded without an image will be flagged and you will be contacted to rectify this. Enter a description for your image into this field. This will be used by screen readers for accessibility reasons. Select the Department in which your new event will sit. This will affect the categories that you can place your event into later. If you are unsure of which Department to select, please contact the CSD Service Desk. Select the location of your event from the drop-down menu. If the relevant location isn t available within the dropdown list, you can contact the CSD Service Desk to have it added. In the meantime it is suggested you select To Be Confirmed or the generic University of Liverpool location, so that you can continue creating your event. This allows you to include an external URL link for the event on both the category listings page and on the event page itself. Use the calendar pop-out tool to select the start and end date for your event. These are the dates between which the event is visible and bookable on the front-end Online Store. This auto-management function reduces the need to come back to the event details page and make it active/in-active at a later date. If the display from date is set to the future, you will not be able to see the event on the front-end Store to check it until that date. This is the over-all capacity for your event. This allows you to limit the number of delegate spaces available to each customer per booking. This is the current number of delegates booked onto the event. 5

8 Hide Places check-box Booking Prefix * Delegate Booking Message Validation Questionnaire Validation Fail Message Use capacities from event programme items check-box Cancelled check-box Cancelled Date This field is automatically updated by the system and cannot be edited manually. When this box is checked, the number of places still available on the Event will not display to the customer on the front-end of the Online Store. You may want to keep this ticked until you have a certain percentage of places booked. You can then return to the form at a later date and un-tick this box to make this visible to customers. This is an ID code used before unique booking reference numbers for all bookings for this event. This is helpful when searching the bookings administration area for bookings related to a particular event. This message displays above the area where customers select a package option (aka attendee category) when making their booking. It can be used to detail any useful information that could assist the customer with their booking process. This is useful if the event is only for a certain set of people (for example a Departmental Christmas dinner). It allows you to force customers to enter a password for validation against a user list field as the first step in the booking process - the password must match before the customer is able to continue with their booking. This message appears to a customer if they enter an incorrect password at the validation questionnaire stage. You may want to provide further instructions on how they can obtain the password if they believe that they are eligible. Ticking this checkbox enables shared capacity for program items across multiple attendee categories At a later date, if the event is cancelled, you are able to tick this check-box to mark it as cancelled in the back-office system. This does not notify attendees and is for reporting purposes only. If you have to cancel this event at a later date, enter the date of cancellation into this field. Again, this is for reporting purposes only. 6

9 Additional Info tab This tab allows you to optionally enter additional text about your event and is split into the following 2 fields: Contact Details and Further Information. If text is entered into any of these fields, they will appear as separate additional tabs on the front-end. If no text is entered into these fields, these additional tabs will not be created. Enter text into these fields as required then click the Save button at the bottom of the page. Whilst neither of these fields are marked as mandatory you should include relevant contact details alongside your event. Assign the Event to a Category When the course details have been entered and saved (as instructed above) 4 new tabs appear in addition to the existing Details and Additional Info tabs: Category Programme Waiting List Delegates Preview Browse straight to the third tab along - Category. This tab is most important because it sets where the event will sit on the front-end Online Store. Select the category that you would like your course to sit in using the radio button to the right of the category name, then click the Save button at the bottom of the page. 7

10 Click the Save button directly beneath the list of categories AND the second save button at the bottom of the page. You may find that you need to scroll down the page before the second save button becomes visible. Please Note: Events must be assigned at the lowest navigation level. This means that if a category has a subcategory, the event will need to be assigned to the sub-category level. If you log out the system or close the page before assigning your course to a category and saving the changes, the course will become invisible to you. If this happens, you should contact the CSD Service Desk so that a member of the team can assign your course to a relevant category. Enabling the Waiting List functionality 1. To enable the waiting list functionality, tick the Allow Users on Waiting List check-box. 2. To trigger an every time a customer signs up to the waiting list, tick the Send Waiting List checkbox and enter an address into the To address field. Optionally, you are also able to add an additional address into the CC field. If you do not tick the Send waiting list check-box, then any addresses entered into the To or CC fields will not take effect. NB - An is only sent to these addresses when a customer signs up from the front-end of the Online Store. If a customer is manually added by an administrator in the back-office system, an notification is not sent. 3. Click the Save button. Manually Adding a New Customer to the Waiting List To add a new customer to your waiting list manually: 1. Click the Add button. A new window will pop-up with a single Address field: 8

11 2. Enter the customers' address. 3. Click the Save button. Allocating Extra Spaces for Customers on the Waiting List To allow only those customers on the waiting list to book extra spaces you must: 1. Click the Waiting List Bookings Only check-box. 2. Increase the event capacity to the desired level. Now only customers already on the waiting list can book those extra spaces. Other Actions - Waiting List; Tab Edit button - Selecting an entry from the list then clicking this button will re-open the Address field popup window and allow you to edit the customers address. Delete button - Selecting an entry from the list then clicking this button will delete the selected customer from the waiting list. Export List button - Clicking this button will export your waiting list to your computer as a CSV file. Set up Programme Items at Event Level Next you need to set up any Programme Items at Event Level. These are items or services that should be sold alongside the event or options that the delegates need to select as part of the booking process (e.g. workshops to attend). Later in this setup process, these items will need assigning to the relevant attendee category/ies - where a price can be attributed to each item as necessary. If you do not need to add Programme Items to your event, please continue to Set up Attendee Categories on page 13 Setting up Sections / Groups All programme items need to be set up under a Section and Group header. If you are adding programme items for different things (for example accommodation and dining options) it is useful to create separate Sections (or Groups) to segregate these items for customers on the front-end. Sections and Groups are setup per event and are not shared across events. To set-up your Sections / Groups: 9

12 1. Browse to the Programme tab within your Event. You will see a page with no programme items and no section or group headers: Please Note - If you tried to click the Add Item button at this stage, a page would open with the new item form - but the item could not be saved because no sections or groups would appear for selection in the Section or Group drop-downs. 2. Click the Add Section button at the bottom of the page. The Section Detail form will now open in a new pop-up window. Enter the name of your section in the Section Name field and click the Save button. (In this example we have called the section "Accommodation".) Please Note - The Display Order field sets the order that the section will appear in relation to other sections on the front-end. Do not edit the value in this field until after the section has been saved - and then, only if you need to change the order. 3. A new Groups tab should now appear in the pop-up window. Click on the Groups tab. A message will display saying No item groups found. Click the Add Group button at the bottom of this page. 10

13 4. Group Details will appear. This allows the section to be divided further into groups and ordered within the Programme Items tab. Enter the name for your group in the Group Name field and click the Save button. (In this example we have called the group "Hotels".) You will be diverted back to the Groups tab after saving your group. Your new group should now appear in the list. You are able to click the Add Group button to add another group if required and repeat the process. Groups appear in the list in the order that they were added but can be re-ordered using the Display order field for each group after they have initially been saved. 5. When you are happy with the groups listed and the order in which they appear, click the Save button. 11

14 Editing Sections / Groups Double-clicking into a section in the main Programme tab allows you to edit the section and any groups within it. Clicking the no-entry sign ( removal in a pop-up message. ) icon to the right of a section or group will delete it after you confirm its Adding new Programme Items Once the sections and groups have been set up, items can be added under the Programme tab at event level. 1. If you haven t still got your event open, browse to: Conferences & Events > Events > click into the event > Programme tab. You will see a page with the sections and groups that you have set up. Click the Add Item button at the bottom of the page. This will open the Programme Details pop-up window. Complete this form then click the Save button at the bottom. 12

15 Set up Attendee Categories Next, you will need to setup your Attendee Categories. What is an Attendee Category? Every event requires at least one category of attendees to be setup for it in order to appear and function correctly on the front end of the Online Store. In the simplest scenario where an event costs the same for all attendees and the same Programme Items are offered (if any) to all attendees - then only one Attendee Category needs to be created. The ability to set up multiple attendee categories for an event allows for different pricing to be applied for different delegate types (E.g. cheaper event tickets for students, more expensive event tickets for the public). The use of these categories also allows for a different combination of items to be offered to each category. Attendee Categories are unique to events and cannot be shared across multiple events. Creating new Attendee Categories To create new Attendee Categories for an event: 1. Browse to: Conferences & Events > Attendee categories 2. First, check that there are no Attendee Categories already set up for your event: Select the event in question from the Event drop-down list, and then click the Search button. If no attendee categories have been added yet, the screen will not update: 13

16 3. To add a new category, click the Add button at the bottom of the screen. This will open the Attendee Category Details. Complete the details and click the Save button at the bottom. 14

17 Once you have saved the details page of your Attendee Category, 3 new tabs will appear: Programme, Delegates and Finance Codes. 4. Jump straight to the final Finance Codes tab to set the finance codes for this attendee category. Enter the codes into the fields provided then click the Save button. Set up Programme Items at Attendee Category Level 15

18 Next, if you have Programme Items set-up at event level, you will need to add these to the Attendee Categories that are able to book them and set prices on these items (for each category) where relevant. This is the final step in event setup before you switch the event to be 'live' on the front-end of your Online Store. If you do not need to add Programme Items to your event, please continue to Preview Your Event on page 21 Assigning Programme Items to Attendee Categories 1. Browse to: Conferences & Events > Attendee Categories 2. Select the event in question from the Event drop-down list, and then click the Search button. Any Attendee Categories for that event will display in a table of results below the search filters. 3. Highlight the first Attendee Category that you would like to link a Programme Item to. Click the Edit button. This will take you to the Attendee Category Details page. 16

19 4. Click on the Programme tab. All available programme items linked at event level will appear in the Available Items list at the top of the page. Put a tick in the box(es) next to the items that you would like to make available to this Attendee Category, then click the Add Items button. (If you would like to offer all available Programme Items to the delegate type, then click the check-box in the header of the table to select all items). The Programme Items will now appear in the Linked Items list at the bottom of the page. 17

20 5. As you can see in the example above, all Programme Items are automatically linked at zero cost. To add financial information for each item and set a Grouper for an item, double click on the Programme Item in the Linked list at the bottom of the page. This will open the Programme Item Details form. 18

21 Copying Programme Items It is possible to save some time when linking programme items, by copying all programme items (with groupers, display order and prices) from one Attendee Category to another. This is therefore very useful if one attendee category uses the same (or very similar) programme items as another. Please Note - It is only possible to copy all programme items from one attendee category to another in full. It is not possible to only select particular items to copy. To copy and paste a programme from one attendee category to another: 1. Browse to the Programme tab on the attendee category in question. 2. Click on the Copy Programme button at the very bottom of the page: You should see a message saying that the programme has been successfully copied to the clipboard: 19

22 3. Now browse to the Programme tab for the attendee category in which you would like to offer the same (or similar) Programme Items and click the Paste Programme button at the bottom of the page. You will be shown a message asking you to confirm the pasting of this program and informing you that any existing items linked to this attendee category will be overwritten with the new items from the copied programme. Click OK on this message if you are happy with this outcome. You will then be shown a message confirming that the programme has been pasted to this attendee category successfully: 20

23 Preview Your Event Once you have completed all of the above steps, you will be able to preview your event in the back-office system. This allows you to browse through the tabs of your event as they would display to the customer on the front-end of the Online Store. To do this go to Conferences and Events > Events from the main menu, and then double-click on your event. You will have to un-tick the Active search filter to see your event if your event is still marked as an In-active status. [By default the Active checkbox is ticked to restrict the list to only active events] Once in the event, go to the Preview tab and you will be able to browse each tab as it will appear to customers: When you are happy with the appearance of your event, browse to the Details tab of the event and set the status to Active. We recommend that you check the front-end of the Online Store to make sure that everything is definitely appearing correctly by going to and browsing to the Conferences & Events section. It may also be worth going through the booking process at least once, so that you can check any questionnaires, attendee categories, programme items etc. 21

24 Please note: the front end of the Online Store is refreshed every 30 minutes. If you have made a course active just after the store was last refreshed it may then take up to 30 minutes for your course to become visible. If your course still isn t visible after this time, please refer to the guide below. I can t find my Event If you have created an Event, but can't find it in the front end of the store then please check the following: 1) Is it active? 2) Are the dates valid? 3) Has the Event been assigned to a category? 4) Have you linked at least one Attendee Category to the Event? 5) Is the category set to display? 6) Is the department set to display? If you have checked all of the above and the Event still doesn't appear, then make sure you've cleared your browser cache and refreshed your browser. If the Event is still unavailable please contact the CSD Service Desk 22

Online Bill Payment & Presentment User Guide

Online Bill Payment & Presentment User Guide Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment

More information

Help Desk Web User Guide

Help Desk Web User Guide Help Desk Web User Guide 1 P age Contents Create an Incident... 3 Classifying Category... 3 Describe Incident Request... 3 Add Attachments to the Request... 4 Requests... 4 Request List View... 5 Modes

More information

Schools CPD Online General User Guide Contents

Schools CPD Online General User Guide Contents Schools CPD Online General User Guide Contents New user?...2 Access the Site...6 Managing your account in My CPD...8 Searching for events...14 Making a Booking on an Event...20 Tracking events you are

More information

MyFaxCentral User Administration Guide

MyFaxCentral User Administration Guide faxing simplified. anytime. anywhere. MyFaxCentral User Administration Guide www.myfax.com MyFaxCentral Common Controls...1 Navigation Controls...1 Customize View...1 MyFaxCentral User Administration...2

More information

Event Management Do-It-Yourself User Guide

Event Management Do-It-Yourself User Guide ) Event Management Do-It-Yourself User Guide Last Revised 9/6/11 Version 1 Powered by TABLE OF CONTENTS MODULES: 3-74 ereg Module: 3-58 Event Info Tab 4-13 Categories Tab 14-16 Attendee Info Tab 17-19

More information

How to Query, View & Print Documents in BDM. Banner Document Management (BDM)

How to Query, View & Print Documents in BDM. Banner Document Management (BDM) (BDM) How to Query, View & Print Documents in BDM 1 Table of Contents 1. Overview 3 2. Creating & Saving Queries 2.1 Creating Queries within an Application 4 2.2 Creating a Cross Application Query 5 3.

More information

User Manual Web DataLink for Sage Line 50. Version 1.0.1

User Manual Web DataLink for Sage Line 50. Version 1.0.1 User Manual Web DataLink for Sage Line 50 Version 1.0.1 Table of Contents About this manual...3 Customer support...3 Purpose of the software...3 Installation...6 Settings and Configuration...7 Sage Details...7

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

TriCore Secure Web Email Gateway User Guide 1

TriCore Secure Web Email Gateway User Guide 1 TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email

More information

BulkSMS Text Messenger Product Manual

BulkSMS Text Messenger Product Manual BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select

More information

HDAccess Administrators User Manual. Help Desk Authority 9.0

HDAccess Administrators User Manual. Help Desk Authority 9.0 HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks

More information

Business Online Banking ACH Reference Guide

Business Online Banking ACH Reference Guide Business Online Banking ACH Reference Guide Creating an ACH Batch Select ACH Payments on the left-hand side of the screen. On the Database List screen, locate the Database to be processed, and place a

More information

Student Service Learning Hours

Student Service Learning Hours Student Service Learning Hours SchoolMAX Version 1.7 Updated 2/17/2010 Contents Getting Started... 3 Verify Service Hours... 4 Add Service Hours... 7 Service Hours Correction... 11 Service Hours by Category...

More information

Partner Portal DOCUMENT. Ticketing User Guide. NTT Communications

Partner Portal DOCUMENT. Ticketing User Guide. NTT Communications DOCUMENT Partner Portal Ticketing User Guide PREPARED BY NTT Communications Copyright of this document is owned by NTT Communications Corporation. Copying a part of or whole of this document without our

More information

IT HELP Desk Dashboard ManageEngine Service Desk Plus User Guide

IT HELP Desk Dashboard ManageEngine Service Desk Plus User Guide Create an Incident When you need to report a failure or problem of your system to the IT help desk team, then send a request to the team. There are different modes of placing a request, such as submitting

More information

Booking a Meeting Room in Outlook 2010

Booking a Meeting Room in Outlook 2010 Introduction Booking for meeting rooms is now done in Outlook 2010 (hosted on Microsoft Exchange 2010). Meeting rooms can now be requested by using a Meeting Request, and selecting an available room in

More information

NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System

NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System NYS OCFS CMS Manual C O N T E N T S CHAPTER 1...1-1 Chapter 1: Introduction to the Contract Management System...1-2 Using the Contract Management System... 1-2 Accessing the Contract Management System...

More information

User Guide Manufacturer

User Guide Manufacturer User Guide Manufacturer Page 1 of 18 Document control Change control table: Version Description Release date Reason for change Reviewer 2.6 Manufacturer User Guide 2.6.1 Manufacturer User Guide 2.7 Manufacturer

More information

UF Health SharePoint 2010 Introduction to Content Administration

UF Health SharePoint 2010 Introduction to Content Administration UF Health SharePoint 2010 Introduction to Content Administration Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 Introduction to SharePoint 2010 2.0 Hours

More information

Sign-up Tool User Manual

Sign-up Tool User Manual Sign-up Tool User Manual Getting started from the meeting organiser s perspective The Sign-up Tool allows those with appropriate permissions (Subject Coordinators and Project Owners) to create three different

More information

Webmail Instruction Guide

Webmail Instruction Guide Webmail Instruction Guide This document is setup to guide your through the use of the many features of our Webmail system. You may either visit www.safeaccess.com or webmail.safeaccess.com to login with

More information

Using the BWSD Help Desk Website

Using the BWSD Help Desk Website Accessing the Help Desk Website Using the BWSD Help Desk Website Open your web browser and go to http://helpdesk.bwschools.net:8080/ The Help Desk login screen will be displayed. 1. You should not have

More information

PORTAL ADMINISTRATION

PORTAL ADMINISTRATION 1 Portal Administration User s Guide PORTAL ADMINISTRATION GUIDE Page 1 2 Portal Administration User s Guide Table of Contents Introduction...5 Core Portal Framework Concepts...5 Key Items...5 Layouts...5

More information

Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation

Rochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation Rochester Institute of Technology Finance and Administration Drupal 7 Training Documentation Written by: Enterprise Web Applications Team CONTENTS Workflow... 4 Example of how the workflow works... 4 Login

More information

COLLABORATION NAVIGATING CMiC

COLLABORATION NAVIGATING CMiC Reference Guide covers the following items: How to login Launching applications and their typical action buttons Querying & filtering log views Export log views to Excel User Profile Update info / Change

More information

Qualtrics Survey Tool

Qualtrics Survey Tool Qualtrics Survey Tool This page left blank intentionally. Table of Contents Overview... 5 Uses for Qualtrics Surveys:... 5 Accessing Qualtrics... 5 My Surveys Tab... 5 Survey Controls... 5 Creating New

More information

ClockWork Online Test Booking Manual. TechnoPro Computer Solutions Inc. 2013

ClockWork Online Test Booking Manual. TechnoPro Computer Solutions Inc. 2013 ClockWork Online Test Booking Manual TechnoPro Computer Solutions Inc. 2013 Table of Contents Scenario and Assumptions... 5 What are Your Test Centre Rules/Processes?... 6 Add a Test Booking Form for Assets...

More information

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG...

Table of Contents INTRODUCTION... 2 HOME PAGE... 3. Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... Table of Contents INTRODUCTION... 2 HOME PAGE... 3 Announcements... 7 Personalize & Change Password... 8 Reminders... 9 SERVICE CATALOG... 11 Raising a Service Request... 12 Edit the Service Request...

More information

Infoview XIR3. User Guide. 1 of 20

Infoview XIR3. User Guide. 1 of 20 Infoview XIR3 User Guide 1 of 20 1. WHAT IS INFOVIEW?...3 2. LOGGING IN TO INFOVIEW...4 3. NAVIGATING THE INFOVIEW ENVIRONMENT...5 3.1. Home Page... 5 3.2. The Header Panel... 5 3.3. Workspace Panel...

More information

FTP-Stream Module: InstantShare End User Guide

FTP-Stream Module: InstantShare End User Guide FTP-Stream Module: InstantShare End User Guide InstantShare Overview InstantShare is an easy way to quickly share large files to external partners and to request them to send files back to you. But unlike

More information

Training Manual Version 1.0

Training Manual Version 1.0 State of Indiana Content Management System Open Text v.11.2 Training Manual Version 1.0 Developed by Table of Contents 1. Getting Started... 4 1.1 Logging In... 4 1.2 OpenText Menu...5 1.3 Selecting a

More information

elearning FAQ for Faculty

elearning FAQ for Faculty elearning FAQ for Faculty How do I log into elearning? Where do I go for help? How do I request space in elearning for my class? How do I add/remove course tools in my elearning class? How do I edit the

More information

Conexa enabler. Administration Manual. Version 1.1 November 2007

Conexa enabler. Administration Manual. Version 1.1 November 2007 Conexa enabler System Conexa enabler Administration Manual Version 1.1 November 2007 Level 2, 75 Queen St, PO Box 7170, Wellesley St, Auckland, New Zealand. Conexa enabler Administration 1 of 28 Version

More information

Recruiter s Resource Guide

Recruiter s Resource Guide Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...

More information

Does the GC have an online document management solution?

Does the GC have an online document management solution? This FAQ contains: Web File Services definition Access web file services Create a WFS folder Upload a document Email a link to a document folder Create WFS subscription Cancel existing subscription Create

More information

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen.

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet

More information

Electronic Ticket System

Electronic Ticket System UNIVERSITY OF GEORGIA Electronic Ticket System New Options Available as of January 2010 Insert the complete email address (valid UGA address only) instead of the UGA MyID to send tickets to Approvers.

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

Dreamweaver Tutorials Creating a Web Contact Form

Dreamweaver Tutorials Creating a Web Contact Form Dreamweaver Tutorials This tutorial will explain how to create an online contact form. There are two pages involved: the form and the confirmation page. When a user presses the submit button on the form,

More information

DIY Email Manager User Guide. http://www.diy-email-manager.com

DIY Email Manager User Guide. http://www.diy-email-manager.com User Guide http://www.diy-email-manager.com Contents Introduction... 3 Help Guides and Tutorials... 4 Sending your first email campaign... 4 Adding a Subscription Form to Your Web Site... 14 Collecting

More information

DirectTrack CrossPublication Users Guide

DirectTrack CrossPublication Users Guide DirectTrack CrossPublication Users Guide Table of Contents Introduction...1 Getting Started...2 Do-It-Direct Enabling CrossPublication... 2 CrossPublication Setup... 3 Do-It-Direct CrossPublication Profile

More information

Indico User Guide. Release 1.9.6. Indico Team

Indico User Guide. Release 1.9.6. Indico Team Indico User Guide Release 1.9.6 Indico Team November 12, 2015 CONTENTS 1 Categories 3 1.1 Category................................................. 3 1.2 Creating a Category...........................................

More information

ICP Data Entry Module Training document. HHC Data Entry Module Training Document

ICP Data Entry Module Training document. HHC Data Entry Module Training Document HHC Data Entry Module Training Document Contents 1. Introduction... 4 1.1 About this Guide... 4 1.2 Scope... 4 2. Step for testing HHC Data Entry Module.. Error! Bookmark not defined. STEP 1 : ICP HHC

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

Using Webmail. Technical Manual: User Guide. Document Updated: 1/07. The Webmail Window. Displaying and Hiding the Full Header.

Using Webmail. Technical Manual: User Guide. Document Updated: 1/07. The Webmail Window. Displaying and Hiding the Full Header. Using Webmail Technical Manual: User Guide The Webmail Window To save an attachment: 1. Click once on the attachment name. Or, if there are multiple attachments, click the Save icon to save all attachments

More information

Appointment Scheduler

Appointment Scheduler EZClaim Appointment Scheduler User Guide Last Update: 11/19/2008 Copyright 2008 EZClaim This page intentionally left blank Contents Contents... iii Getting Started... 5 System Requirements... 5 Installing

More information

Microsoft Outlook Web Access Overview

Microsoft Outlook Web Access Overview Microsoft Outlook Web Access Overview Table of contents Logging on to Outlook Web Access... 3 The sections of Outlook Web Access... 4 The Inbox Toolbar... 4 How to sections... 5 Email Basics... 5 Use the

More information

ProExtra eclaiming User Guide

ProExtra eclaiming User Guide ProExtra eclaiming User Guide Welcome to ProExtra eclaiming. You can use this system to submit claims to ProCare, for the services you have provided to patients referred to you by their GPs. You will need

More information

IBM Business Monitor V8.0 Global monitoring context lab

IBM Business Monitor V8.0 Global monitoring context lab Copyright IBM Corporation 2012 All rights reserved IBM BUSINESS MONITOR 8.0 LAB EXERCISE IBM Business Monitor V8.0 lab What this exercise is about... 2 Lab requirements... 2 What you should be able to

More information

First Financial Bank Online Banking Quick Reference. February, 2013

First Financial Bank Online Banking Quick Reference. February, 2013 February, 2013 PURPOSE... 2 SUPPORT... 2 ACCESSING ONLINE BANKING... 2 Getting to the Online Banking Site... 2 Requesting Enrollment in Online Banking... 2 Logging in for the First Time... 2 Registering

More information

Chapter 15: Forms. User Guide. 1 P a g e

Chapter 15: Forms. User Guide. 1 P a g e User Guide Chapter 15 Forms Engine 1 P a g e Table of Contents Introduction... 3 Form Building Basics... 4 1) About Form Templates... 4 2) About Form Instances... 4 Key Information... 4 Accessing the Form

More information

Version 10.3. End User Help Files. GroupLink Corporation 2014 GroupLink Corporation. All rights reserved

Version 10.3. End User Help Files. GroupLink Corporation 2014 GroupLink Corporation. All rights reserved Version 10.3 End User Help Files GroupLink Corporation 2014 GroupLink Corporation. All rights reserved GroupLink and everything HelpDesk are registered trademarks of GroupLink Corporation. The information

More information

Version 11.0.1. End User Help Files. GroupLink Corporation 2015 GroupLink Corporation. All rights reserved

Version 11.0.1. End User Help Files. GroupLink Corporation 2015 GroupLink Corporation. All rights reserved Version 11.0.1 End User Help Files GroupLink Corporation 2015 GroupLink Corporation. All rights reserved GroupLink and everything HelpDesk are registered trademarks of GroupLink Corporation. The information

More information

Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...

Table of Contents INTRODUCTION...2 HOME PAGE...3. Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG... Table of Contents INTRODUCTION...2 HOME PAGE...3 Announcements... 6 Personalize... 7 Reminders... 9 Recent Items... 11 SERVICE CATALOG...12 REQUEST...14 Request List View... 15 Creating a New Incident...

More information

APNS Certificate generating and installation

APNS Certificate generating and installation APNS Certificate generating and installation Quick Guide for generating and installing an Apple APNS Certificate Version: x.x MobiDM Quick Guide for APNS Certificate Page 1 Index 1. APPLE APNS CERTIFICATE...

More information

Setting up a Website. Creating your website on the Herts @UK emarketplace

Setting up a Website. Creating your website on the Herts @UK emarketplace Creating your website on the Herts @UK emarketplace 1 Contents Creating your website on the Herts @UK emarketplace...1 Step 1 Setting up a site...3 1. Registering for an @UK Website...6 Step 2 Create your

More information

Student Office 365 Outlook Web App OWA Quick Guide. Getting you up to speed quickly.

Student Office 365 Outlook Web App OWA Quick Guide. Getting you up to speed quickly. Student Office 365 Outlook Web App OWA Quick Guide Getting you up to speed quickly. Information Services 9-5-2014 Contents Logging into the CWU Student Outlook Web App... 3 Getting Started with Office

More information

Internet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source

Internet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source Microsoft QUICK Source Internet Explorer 7 Getting Started The Internet Explorer Window u v w x y { Using the Command Bar The Command Bar contains shortcut buttons for Internet Explorer tools. To expand

More information

Configuring your email client to connect to your Exchange mailbox

Configuring your email client to connect to your Exchange mailbox Configuring your email client to connect to your Exchange mailbox Contents Use Outlook Web Access (OWA) to access your Exchange mailbox... 2 Use Outlook 2003 to connect to your Exchange mailbox... 3 Add

More information

STAFF MAIL. User Guide. Please see the next page for an important note

STAFF MAIL. User Guide. Please see the next page for an important note STAFF MAIL User Guide Please see the next page for an important note Important note: This user guide was written to support the use of the original Staffmail system. A newly rewritten version is in preparation

More information

Ecommerce User Manual 105

Ecommerce User Manual 105 Ecommerce User Manual 105 Shopping Lists (Premium Only) A new feature for our Pro-Store clients is the Shopping List option. Now you can offer your customers the ability to create Shopping Lists which

More information

Installation Guide and Machine Setup

Installation Guide and Machine Setup Installation Guide and Machine Setup Page 1 Browser Configurations Installation Guide and Machine Setup The first requirement for using CURA is to ensure that your browser is set up accurately. 1. Once

More information

Section 2.5.05 Documents. Contents

Section 2.5.05 Documents. Contents Section 2.5.05 Documents Contents Documents... 2 Practice Documents Tab... 3 Unsigned Documents Tab... 7 Uninitialed Documents Tab... 9 Document Sessions Tab... 10 Print Days Documents Tab... 12 Save Templated

More information

CUSTOMER PORTAL USER GUIDE FEBRUARY 2007

CUSTOMER PORTAL USER GUIDE FEBRUARY 2007 CUSTOMER PORTAL USER GUIDE FEBRUARY 2007 CONTENTS INTRODUCTION 1. Access to the system 2. Case Management 2.1 Create a case 2.2 Review & Access existing cases 2.3 Update a Case 2.4 Resolve and Close a

More information

SECTION 1 STAFF LOGIN...

SECTION 1 STAFF LOGIN... ONLINE DIARY USER GUIDE Preparing to use the Online Diary...3 SECTION 1 STAFF LOGIN... Logging On to the Online Diary...4 Staff Diary...5 Creating, Moving and Opening Appointments...6 Other Features and

More information

Administrator Instructions for Link2CDMS Contractor Document Management System

Administrator Instructions for Link2CDMS Contractor Document Management System Table of Contents Administrator Instructions for Link2CDMS Contractor Document Management System Getting Started... 2 Viewing Your Approvals Dashboard... 2 Specifying Contractor Approval Status... 7 Adding

More information

IT Service Desk Manual Ver. 2.0. Document Prepared By: IT Department. Page 1 of 12

IT Service Desk Manual Ver. 2.0. Document Prepared By: IT Department. Page 1 of 12 Document Prepared By: Page 1 of 12 INDEX 1. Introduction. 3 2. Home Page..... 4 2.1 My Request Summary..... 4 2.2 Announcement....... 5 2.3 Submit your Request...... 5 2.4 Report a Problem...... 6 2.5

More information

Outlook Tips & Tricks. Training For Current & New Employees

Outlook Tips & Tricks. Training For Current & New Employees Outlook Tips & Tricks Training For Current & New Employees The workshop will help build the necessary skills needed to begin using Microsoft Outlook 2010. The participant will learn how to create e-mail

More information

MyReports Recommended Browser Settings MYR-200a

MyReports Recommended Browser Settings MYR-200a MyReports Recommended Browser Settings MYR-200a Note: If you have installed an additional Tool Bar on your browser, such as Yahoo Tool Bar or Google Tool Bar, be sure that it is also configured to allow

More information

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side

From the Start Page click on Create New Client. Alternatively, you can click on New Client within the Browse window on the left hand side Lead Management The purpose of this User Guide is to provide users with guidance on how to create and manage leads. The guide has been split into a number of sections for ease of reference: Creating a

More information

03_Events Trainingv3 1

03_Events Trainingv3 1 03_Events Trainingv3 1 Publish Event You can publish some information about your content before you have set up all the details. In this way, people can learn about the event on your website prior to registrations

More information

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

Email Marketing. User Guide. July 2012. Welcome to AT&T Website Solutions SM

Email Marketing. User Guide. July 2012. Welcome to AT&T Website Solutions SM July 2012 Email Marketing User Guide Welcome to AT&T Website Solutions SM We are focused on providing you the very best web hosting service including all the tools necessary to establish and maintain a

More information

Google Docs A Tutorial

Google Docs A Tutorial Google Docs A Tutorial What is it? Google Docs is a free online program that allows users to create documents, spreadsheets and presentations online and share them with others for collaboration. This allows

More information

COSTARS Sales Reporting Manual December 2013

COSTARS Sales Reporting Manual December 2013 COSTARS Sales Reporting Manual December 2013-1 - DGS/COSTARS website Suppliers access the COSTARS website through the DGS website. Follow the steps below to navigate to the COSTARS website. 1. Navigate

More information

How To Log On To The Help Desk On Manageengine Service Desk Plus On Pc Or Mac Or Macbook Or Ipad (For Pc Or Ipa) On Pc/ Mac Or Ipo (For Mac) On A Pc Or Pc Or Mp

How To Log On To The Help Desk On Manageengine Service Desk Plus On Pc Or Mac Or Macbook Or Ipad (For Pc Or Ipa) On Pc/ Mac Or Ipo (For Mac) On A Pc Or Pc Or Mp Service Desk Plus: User Guide Introduction ManageEngine ServiceDesk Plus is comprehensive help desk and asset management software that provides help desk agents and IT managers, an integrated console to

More information

Content Management System User Guide

Content Management System User Guide Content Management System User Guide support@ 07 3102 3155 Logging in: Navigate to your website. Find Login or Admin on your site and enter your details. If there is no Login or Admin area visible select

More information

How To Use Cleanersmate Software On A Pc Or Mac Or Macbook Or Macintosh (For Pc Or Pc) With A Computer Or Mac (For Mac) With An Ipa Or Mac Xp (For A Mac) On A Computer With

How To Use Cleanersmate Software On A Pc Or Mac Or Macbook Or Macintosh (For Pc Or Pc) With A Computer Or Mac (For Mac) With An Ipa Or Mac Xp (For A Mac) On A Computer With User Guide Installation... 2 Using CleanersMate... 3 Initial Settings... 3 Clients... 3 Clients Summary Screen... 4 Adding a New Client... 4 Deleting an Existing Client... 4 Editing an Existing Client...

More information

1) Important browser information New 2) Why is my browser so slow? 3) How can I view more than one screen without the other disappearing?

1) Important browser information New 2) Why is my browser so slow? 3) How can I view more than one screen without the other disappearing? Known/Unresolved issues: Browser Scan to e-mail Creating Help Desk tickets for the scan-to-email issue is no longer necessary. A member of MIS will follow up with each office to determine scan-to-email

More information

How to use Office 365 with your OneDrive File Storage Facility

How to use Office 365 with your OneDrive File Storage Facility How to use Office 365 with your OneDrive File Storage Facility As a student at Pembrokeshire College you will have access to Microsoft s Office 365 and the OneDrive file storage facility. Microsoft Office

More information

Outlook Web Access (OWA) User Guide

Outlook Web Access (OWA) User Guide Outlook Web Access (OWA) User Guide September 2010 TABLE OF CONTENTS TABLE OF CONTENTS... 2 1.0 INTRODUCTION... 4 1.1 OUTLOOK WEB ACCESS SECURITY CONSIDERATIONS... 4 2.0 GETTING STARTED... 5 2.1 LOGGING

More information

Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5.

Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5. Contents 1 Overview 2 Steps to run an Excel Add-In Setup: 3 Add-Ins 4 LOGIN 5 SEND SMS 5.1 Send Text or Flash Sms 5.2 Select Range 5.3 Selected Range Preview List 5.4 Scheduling of Messages 5.5 Scheduled

More information

Web Content Management Training Manualv3

Web Content Management Training Manualv3 City & County of San Francisco Powered by Innovation DT City & County of Sa Departme Techno Powered by Innova DEPARTMENT OF TECHNOLOGYDT Web Content Management Training Manualv3 Department of Technology

More information

Teacher References archived classes and resources

Teacher References archived classes and resources Archived Classes At the end of each school year, the past year s academic classes are archived, meaning they re still kept in finalsite, but are put in an inactive state and are not accessible by students.

More information

User Manual for Web. Help Desk Authority 9.0

User Manual for Web. Help Desk Authority 9.0 User Manual for Web Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks of ScriptLogic

More information

Increasing Productivity and Collaboration with Google Docs. Charina Ong Educational Technologist charina.ong@nus.edu.sg

Increasing Productivity and Collaboration with Google Docs. Charina Ong Educational Technologist charina.ong@nus.edu.sg Increasing Productivity and Collaboration with Google Docs charina.ong@nus.edu.sg Table of Contents About the Workshop... i Workshop Objectives... i Session Prerequisites... i Google Apps... 1 Creating

More information

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm Table of Contents Activity... 4 Chart Time Frame... 4 Listing Activity Chart... 4 View Price Activity Chart... 4 Archive... 4 Archive Contacts... 4 Unarchiving Contacts... 5 Assign Contacts... 5 Assigned

More information

Federal Program Office (FPO) User Manual

Federal Program Office (FPO) User Manual Federal Program Office (FPO) User Manual System Navigation NOAA Grants Online Program Management Office August 2015 Table of Contents Overview... 5 Accessing Grants Online... 5 Grants Online Navigation

More information

Drupal Site Administration Guide. Cal Poly Specific Information

Drupal Site Administration Guide. Cal Poly Specific Information Drupal Site Administration Guide Cal Poly Specific Information Revised April, 2013 CTLT Revised April 2013 Table of Contents Site Administrator Basics...1 About the Site Administrator Role...1 Access and

More information

Impreso: 22/02/2011 Página 1 de 19. Origen: FSC Versión: 2011-v3 EBILLING FAQ

Impreso: 22/02/2011 Página 1 de 19. Origen: FSC Versión: 2011-v3 EBILLING FAQ Impreso: 22/02/2011 Página 1 de 19 EBILLING FAQ Impreso: 22/02/2011 Página 2 de 19 Contents 1. Which web page you should access to upload the invoices... 3 2. Invoice management... 4 2.1 How to create

More information

Lanyon Conference TM Mobile Quick Start Guide

Lanyon Conference TM Mobile Quick Start Guide Lanyon Conference TM Mobile Quick Start Guide This guide provides a brief overview of setup and management tasks for Lanyon Conference Mobile. To complete these tasks, log in to the Conference Admin Tool

More information

TimeSite & ExpenSite Offline Utility 4.0

TimeSite & ExpenSite Offline Utility 4.0 User's Guide to TimeSite & ExpenSite Offline Utility 4.0 By DATABASICS, Inc. Table of Contents Starting Up 1 Introduction 1 Logging On 1 User Profile 1 Offline Work Files 2 Timesheets 3 Creating a New

More information

How to integrate Verax NMS & APM with Verax Service Desk

How to integrate Verax NMS & APM with Verax Service Desk How to integrate Verax NMS & APM with Verax Service Desk Table of contents Abstract... 3 1. Configuring Service Desk notification profile in Verax Administrator Console... 4 2. Configuring incident categories

More information

Add Title. Electronic Services Verification Instructions

Add Title. Electronic Services Verification Instructions Add Title Electronic Services Verification Instructions Electronic Services Verification Instructions Access CHAMPS Enter Daily Tasks What to do if the Client is Not in the Home Log services for Multiple

More information

About DropSend. Sending Files with DropSend

About DropSend. Sending Files with DropSend About DropSend DropSend is a service that allows businesses and individuals to send large files, store files online and collaborate in a quick and easy way. DropSend Business Plan will help your company

More information

Global Preview v.6.0 for Microsoft Dynamics CRM On-premise 2013 and 2015

Global Preview v.6.0 for Microsoft Dynamics CRM On-premise 2013 and 2015 Global Preview v.6.0 for Microsoft Dynamics CRM On-premise 2013 and 2015 User Manual Akvelon, Inc. 2015, All rights reserved. 1 Contents Overview... 3 Licensing... 4 Installation... 5 Upgrading from previous

More information

Outlook Web Access (OWA) - Using Calendar and Email on the Web

Outlook Web Access (OWA) - Using Calendar and Email on the Web Outlook Web Access (OWA) - Using Calendar and Email on the Web You can access OWA through a web browser on any computer connected to the internet. This guide is intended to help with the most common tasks

More information

Salesforce Classic Guide for iphone

Salesforce Classic Guide for iphone Salesforce Classic Guide for iphone Version 37.0, Summer 16 @salesforcedocs Last updated: July 12, 2016 Copyright 2000 2016 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark

More information

Day to Day Operations Guide

Day to Day Operations Guide Day to Day Operations Guide Contents The Fulfillment Process... 2 Fulfilling Orders... 3 Sales Tax Documentation... 6 Cancelling an Order or Changing Order Quantity... 6 Processing Refunds and Partial

More information

eopf Release E Administrator Training Manual

eopf Release E Administrator Training Manual eopf Release E Administrator Training Manual i The United States Office Of Personnel Management eopf Administrator Training Manual for eopf v5 eopf Version 4.1, July 2007, March 2008, March 2009; eopf

More information