IMIS EVENTS IN 20.2 MELISSA MACK, INTUITIVE BUSINESS CONCEPTS (IBC) AGENDA

Transcription

1 TRAIN + NETWORK + LEARN IMIS EVENTS IN 20.2 MELISSA MACK, INTUITIVE BUSINESS CONCEPTS (IBC) TRAIN + NETWORK+ LEARN AGENDA imis20 RiSE Events Overview Advanced Accounting Console Set Up (a.k.a. Backoffice ) Staff Site Set Up (a.k.a. RiSE) Quick Start Site Set Up Q&A 1

2 IMIS RISE EVENTS OVERVIEW imis 20.2 (exact version ) RiSE Event Registration features Demonstration Annual Conference Quick Start Site RISE EVENTS (STAFF SITE) Dashboard enhancements 2

3 RISE EVENTS (STAFF SITE) COMPONENTS OF A SPECIFIC EVENT IN 20.1/20.2 Showcase tab The showcase allows staff users to edit an event, register people, and add program items for an event. Note: Off-the-Shelf, member registration pages display only the Showcase content page NEW FEATURE in i20.2 Q4 Ability to have separate Showcase Views for Staff vs. Public Site RISE EVENTS (STAFF SITE) COMPONENTS OF A SPECIFIC EVENT IN 20.1/20.2 Dashboard tab (This is the landing page for the Events tab. It provides a quick view of important, up-to-date registration figures for a specific event. The dashboard information is configurable.) 3

4 RISE EVENTS (STAFF SITE) DASHBOARD TAB - CONTINUED RISE EVENTS (STAFF SITE) COMPONENTS OF A SPECIFIC EVENT IN 20.1/20.2 Registrants tab (The Registrants tab presents a listing of all the registrants for a selected event.) 4

5 RISE EVENTS (STAFF SITE) COMPONENTS OF A SPECIFIC EVENT IN 20.1/20.2 Questions tab (The Questions tab displays answers to the questions that were posed to registrants when they registered for an event.) RISE EVENTS REPORTING ON THE EVENT QUESTIONS & ANSWERS NEW in imis20.2 Q4 Staff users can create an IQA report based on responses to event questions by using these business objects: FormDefinitionData FormResponseData 5

6 RISE EVENTS REPORTING ON THE EVENT QUESTIONS & ANSWERS Before imis20.2 Q4 id=696&brandid=364&uid= &mi= &ps=11522 Tables: FormDefinitionField, FormResponse, FormResponseField The link above provides a link to a downloadable zip file that contains a custom view, custom business object, and custom query RISE EVENTS COMPONENTS & FEATURES IN 20.1/20.2 (CONTINUED) Planning & Management Easily associate specific program items with particular registration options. Questions at registration option level or program item level. Conflict Codes Set Maximum registration counts per program item Ability to set register others & guests by event Content management 6

7 RISE EVENTS COMPONENTS & FEATURES IN 20.1/20.2 (CONTINUED) Member Self-Service: Access event details including locations, agendas, speakers, registration lists, and more Register themselves and/or someone else Select existing contact and/or ADD a new contact to register Edit program items (after check out) Edit Badge information RISE QUICK START SITE ANNUAL CONFERENCE RiSE >> Site Builder >> Manage Websites Expand the Quick Start Sites folder 7

8 TURNING ON & ACCESSING YOUR QUICK START SITE Access the Site from this URL Expand the top section QUICK START SITE, ANNUAL CONFERENCE 8

9 RESPONSIVE SITE Anytime, Anywhere, Any Device! Controls change for the device Links/buttons fall into a single column for device use DEMONSTRATION: CONFERENCE SITE & REGISTRATION ONLINE 9

10 NOW WHAT? The Good News: Your database will have the same Annual Conference Quick Start site! BUT how do you clone past meetings and set up the Quick Start site for YOUR meetings and conferences? Decide: Do you want a full site or just the event registration within your members site? In this session we will do a full site (GENERAL GUIDELINES) Advanced Accounting Console (Back Office) tasks first!* Staff site (Edit Set Up) Copy Quick Start Site (if applicable) *After Cloning, adding functions may be problematic if you are using the feature on the staff site that will link registration options & program items together. More info on this in a later slide. 10

11 (PART 1 ADVANCED ACCOUNTING CONSOLE TASKS) Start in the Advanced Accounting Console (back office) first! 1. CLONE the event 2. Review/Update the settings in More >> Web Options 3. Review/Update each Function Setup (PART 1 ADVANCED ACCOUNTING CONSOLE TASKS, CONTINUED) Review all fields related to each function but specifically you must review/update the following: If applicable, Conflict Codes Is an Event option (Distinguishes Registration Options from Program items!) Create Detail Activity Show this function on the web Guest Function is not applicable in the current version of i /i If applicable: Update fees by reg class and confirm/update all GL accounts. Reg class pricing set up is not available on the web Staff Site. (Note: Staff Site pricing options are member/non-member only linked to the M and NM reg class codes) 11

12 (PART 1 ADVANCED ACCOUNTING CONSOLE TASKS, CONTINUED: FUNCTION SETUP) DEMONSTRATION CLONING THE EVENT & EDITING FUNCTIONS 12

13 (PART 2 STAFF SITE TASKS) Events >> Find Events (PART 2 STAFF SITE TASKS, CONTINUED) Navigate to the Showcase tab, click Edit 13

14 (PART 2 STAFF SITE TASKS, CONTINUED) Not in Advanced Accounting Console (PART 2 STAFF SITE TASKS, CONTINUED) Data points not in Advanced Accounting Console 14

15 (PART 2 STAFF SITE TASKS, CONTINUED) NEW in imis20.2 Q4 Ability to Add or Edit the Event Address fields Available in both the Advanced Accounting Console AND Staff (RiSE) Sites Ability to Add/Edit/Remove the Event Contact by selecting a person in the imis database Available in both the Advanced Accounting Console AND Staff (RiSE) Sites (PART 2 STAFF SITE TASKS, CONTINUED) New in imis20.2 Q4 Configure events to display separate showcase views for public and Staff users. Default = Public Owner = Staff 15

16 (PART 2 STAFF SITE TASKS, CONTINUED) Early/Regular dates from AAC setup Registration Options are Functions with Is an Event Option checked All other AAC functions will not be displayed here, they will be under program items and available to edit in that section of the Showcase content page. (PART 2 STAFF SITE TASKS, CONTINUED) Click to select the Registration Item Opens to the Info tab Most General Information can be setup in AAC Ability to add an Image & Additional information (in HTML) 16

17 (PART 2 STAFF SITE: REGISTRATION OPTION, PRICING) Member/NonMember pricing only (on staff site setup) Additional pricing by registrant class (assigned by a stored procedure) can be achieved using AAC set up Note Default = NonMember (NM reg class) Members = Member (M reg class) (PART 2 STAFF SITE: REGISTRATION OPTION, PRICING) NEW! In i20.2 Q4 Available to guests This Event Registration Option will only be available when registering a Guest *If there is only one Registration Option that is marked as Available to guests, the Guest registrant will automatically be registered for it. Also available to primary registrants This event Registration Option is available to both guests and regular registrants. Note Linking Program Items to the guest registration option limits the program items a guest registrant will be able to select. 17

18 (PART 2 STAFF SITE: REGISTRATION OPTION, ACCOUNTING) Available on AAC & Staff Site (but not at reg class level on Staff site) (PART 2 STAFF SITE: REGISTRATION OPTION, QUESTIONS) Questions do not Clone Event Level (available for all registrants) Conditional based on registration option or program item selected 18

19 (PART 2 STAFF SITE: REGISTRATION OPTION, QUESTIONS) Required questions will prompt for answers in cart before checkout Hidden (use in lieu of delete ) Types: Yes/No, Numeric Integer, Numeric decimal, Single Line Text, Multi-Line Text, Drop Down List Drop Down List flexibility: Explicit value or query (PART 2 STAFF SITE: REGISTRATION OPTION, PROGRAM OPTIONS) Ability to link program items to each registration option allowing for conditional display of items Default Registration Display & add/remove ability Do NOT display Display & do not allow edit (with default registration makes this program item required ) 19

20 (PART 2 STAFF SITE: REGISTRATION OPTION, PROGRAM OPTIONS) REGISTRATION OPTIONS & PROGRAM ITEMS DISPLAY OPTIONS KNOWN ISSUE If you create a function in the desktop, and then try to link it through the Staff site to a registration option, it does not save Once you add a program item through desktop, editing it to change the setting for a registration option from the default 'Display and allow user to add/remove' will not save the new setting unless the registration option was added to the event via Staff Site after adding the program item in desktop EventRelatedFunction table does not update when adding a registration option or program item in desktop. If no registrations, you can CLONE the event and that will resolve the issue, but you have to go re-do your Staff Site set up after cloning You can use this script to set Do Not Display and could edit if needed after: You will need to use the function codes for your event, but for example, running this will set the reg option for CARHIRE to have program T301 not display. insert into EventRelatedFunction (EventRelatedFunctionKey, EventFunctionKey, EventRegistrationOptionKey, DisplayOption, IsAutoEnroll) values (NEWID(), 'ANL2015/T301', 'ANL2015/CARHIRE', 0, 0) THANKS to CATHY SLOT with Customs Brokers and Forwarders Council of Australia Inc for sharing on the NiUG List Serve! 20

21 (PART 2 STAFF SITE: PROGRAM ITEMS) After saving all edits at the Registration Options level, and returning to the showcase tab, scrolling down into the program items allow you to ADD or EDIT To Edit, click on the title link for each program item Click EDIT link after displaying details for that program item Same tabs to review/edit as Registration Options (Info, Pricing, Accounting, Questions, Registration Options) (PART 2 STAFF SITE: PROGRAM ITEMS) 21

22 DEMONSTRATION CREATING A SEPARATE EVENT SITE Overview Using RiSE we will create a copy of the Annual Conference Quick Start Site and point it to our new Annual Conference event code and review how to hide some navigation and edit content 22

23 CREATING A SEPARATE EVENT SITE RiSE >> Site Builder >> Manage Websites Under Quick Start Sites, Highlight the Annual Conference Site Go to [Organize] and select Copy CREATING A SEPARATE EVENT SITE Highlight the folder where you would like your site created and click [Organize], Paste Type in a Name for your site Click [OK] 23

24 CREATING A SEPARATE EVENT SITE PUBLISH YOUR NEW SITE PUBLISH THE CONTENT FOLDER (CREATED FOR YOUR NEW SITE) RiSE >> Page Builder >> Manage Content Highlight your folder, Annual Conference YYYY and click [Publish] 24

25 EDIT THE REGISTRATION CONTENT PAGE Highlight Registration & click [Edit] EDITING THE REGISTRATION CONTENT PAGE (CONTINUED) Click to configure the Event Display ipart (a.k.a. Content Item ) 25

26 EDITING THE REGISTRATION CONTENT PAGE (CONTINUED) Edit the Event key (enter your event code here) Click [OK] When returned to the content page, scroll down to get to the Event Program Display ipart EDITING THE REGISTRATION CONTENT PAGE (CONTINUED) Click to configure the Event Program Display ipart 26

27 EDITING THE REGISTRATION CONTENT PAGE (CONTINUED) Edit the Event key (enter your event code here) Click [OK] When returned to the content page, scroll down and click [Save & Publish] POINT YOUR NEW SITE REGISTRATION TO YOUR NEW MEETING RiSE >> Site Builder >> Manage SiteMaps Highlight Registration navigation link In URL Parameters, change the eventkey to equal your event code (ANNCONF15) 27

28 LET S CHECK IT OUT To get to your new site, you can go to RiSE >> Manage Websites Highlight your site, and expand the top section Click on the URL CHECK EVERY NAV LINK Home Page Buttons/Links! Turn On Easy Edit! And Edit the Pages 28

29 EDITING THE CONTENT HTML IPART Highlight the link in the HTML and click the icon to insert content links: Current link goes to the isamples Registration content page! Edit to point to our NEW registration page in our copied site! MORE RISE WORK! Headers/Pictures etc can be changed in the RiSE site Navigation items not relevant to this event can be hidden Working in Easy Edit may be easiest Check and edit where needed ALL navigation items and page links to other content pages Another example: Explore the schedule, Registration link to sample registration content page needs to be edited 29

30 ANOTHER EXAMPLE (CONTINUED) Use Easy Edit! Edit all content and all links to your specific registration page REVIEW YOUR SITE! Complete your RiSE work & review your site before opening your registration and providing links 30

31 WITH THANKS TO OUR CONFERENCE SPONSORS! NIUG DISCOVERY CONFERENCE Q&A THANK YOU FOR ATTENDING IMIS EVENTS IN 20.2 MELISSA MACK, INTUITIVE BUSINESS CONCEPTS, LLC 31