Edit Components
To edit components:
If the Program and Event Administration menu page is displayed, skip to step #4.
Click the Features Link at the top of the
current page.
The Main Information page should be displayed.
Click the Manage Events link in the Administer
List Sidebar menu on the Main Information page.
The Program and Event Administration menu page will be displayed.
If you need to change organizations at this point, choose the organization from the Select an organization drop-down list at the top of the page.
Click the Manage Program link in the Programs
column of the menu page.
The Manage Programs page will be displayed. The page will display a list of
programs in alphabetical order, their effective and end dates, the program
status and a Manage action link.
If the program is not listed on the current page, use
the Navigation links at the top of the list to select the first letter of
the program.
The system will scroll the page to the list of programs starting with the
letter you selected. You can also use the vertical scroll bar to find the
program.
Click the Manage link for the program that you want to
manage.
The Manage Program page will be displayed with all the details for the
selected program.
If you need to expand session events, click the plus
icon to list all details for the session.
You can use the minus icon to collapse a session or sub-program structure.
Click the Edit link for the component to be
edited.
You can use the Edit link at the session or at the sub-program level. If
you use the link within the session level directly under List All Session
Events, the Edit options page will be presented so that you can determine if
the change is for the one occurrence of the class or all occurrences. If
you use the link at the sub-program level, the system will assume that the
changes will apply to all occurrences of the component and the Create and
Modify page will be displayed and you can skip to step #13.
If you want all occurrences of the component to be updated, click the Edit all occurrences and shared attributes radio button.
If you want just this one occurrence of the component to be updated, click the Edit this occurrence only radio button.
Click the OK button at the bottom of the page.
The Create and Modify page will be displayed.
You can change the description
(name) of the component in the Description text box.
This field is required.
This information will be displayed on the calendar, online and email
receipts and when viewing details of the session.
Select the start date of the component from the Start
Date drop-down list.
This list will default to the date range for the first session of the
program.
Select the end date of the component from the End Date
drop-down list.
This list will default to the date range for the first session of the
program. If the component is one day or less, select the same day as the
start date from this list. The component date(s) will be displayed in the
Register for Activity by Individual function when registering for a session.
If there is a start time for the component, select the
hour, minutes, and AM/PM from the drop-down lists displayed to the right of
Activity Time.
This information is optional.
If there is an end time for the session, select the
hour, minutes, and AM/PM from the drop-down lists displayed to the right of
Until.
This information is optional. If entered, the component time will be
displayed in the Register for Activity by Individual function when
registering for a session.
If there are photographs available for the component,
enter the URL of the photographs or photo album in the URL to event pictures
text box.
This field contains a complete URL where photographs can be found (This is
the Internet address - an example might be:
http://www.doubknot.com/Troop508/myphoto.html).
Since members can search the calendar for past events, it is often valuable
to link past events to the photo album.
If there is further information about this component in
another website, enter the URL of the site in the URL for additional details
text box.
This field contains a complete URL to other information you want to link to
this component. For example, you may want to link a Summer Camp activity to
the camp�s web site.
The Contact E-mail field is defaulted to your user id.
If you want another member to be responsible for organizing the component,
enter that member�s email address in the Contact E-mail text box.
This field is required and contains the email address for the person
organizing the component.
Enter any description details for the component in the
Details text box.
The text box displayed for this field will vary depending on the type and
version of Internet Browser you are using. Anyone using a version of
Internet Explorer higher than 5.5 will be able to use Rich Text features for
the description. Please refer to the
Rich Text Editing instructions for more information.
If you are not using Internet Explorer or a lower version, the Details field
will be a plain text box in which you can simply enter text.
This field is optional. If it is left blank, the system will use the
description information from the sub-program.
Enter the location information for the component as
follows:
enter the street address in the Address text box,
enter the city in the City text box,
select the state or province code from the State drop-down list,
enter the zip or postal code in the Zip text box, and
select the country code from the Country drop-down list.
By filling in this information, an online map and location (with directions
available, as well) will be accessible by clicking on the address when
viewing details of the event. These fields are optional.
If you are using online registration for this
component, continue to the next instruction.
Otherwise click the Save button at the bottom of the page and you
have completed these instructions.
Enter the date by which the registration for this
activity must be submitted in the Register By Date text box.
This field defaults to the session register by date. You can optionally use
the
pop-up calendar
to select the date.
This field is used to control online event registration; it specifies the
last day on which registration will be accepted. This final registration
date is displayed when viewing the details of an event. If this field is
entered, it is not possible to register for the event after this
date.
This field is optional and if left blank, the system assumes the event does
not require online registration.
If there are multiple costs involved with the session,
click the Multiple Cost radio button.
This field is optional. It allows you to enter more than one cost for the
session and link the cost to a type of registrant. When you select the
Multiple Cost radio button, the page will refresh with an updated Cost
area. There will be two cost lines displayed. You can use the Add Cost
Row button to add another line for cost.
Enter the cost (price) of the component in the Cost
field.
This field is optional and if entered, contains the cost of the event. If
using online event registration and payment, this is the amount used to
determine the charge per registrant. If there are multiple costs, enter the
differing amounts in each cost row.
This is the cost of the component which will be added to the cost of the
session upon registration.
If you are entering multiple costs, you must define the
registrant type for the different costs.
If the type of registrant is already listed in the Registrant Type drop-down
list, select the type from the list.
If the type of registrant is not in the drop-down list, select Add New from
the drop-down list and enter the type in the text box directly to the right
of next to the drop-down list. This will add the new type to the list.
Enter the number of minimum registrants required for a
single registration in the Min Registrants text box.
This field is optional and will default to 1. For example, a component may
require that a minimum of two people attend. If there are multiple costs,
enter this field for each cost row.
Enter the number of maximum registrants allowed for a
single registration in the Max Registrants text box.
This field is optional and if left blank, there will be no limit placed. An
example for maximum registrants may be that an event requires that no more
than 6 people from a family can attend.
Note: the event amount is calculated based on the amount of persons
registered.
If there are multiple costs, enter this field for each cost row.
Enter the number of maximum attendees for the component
in the Max Attendees text box.
This will determine how many people overall can attend this component. When
the limit has been reached, the next registrant will receive a message that
the component is full. This field is optional. If there are multiple
costs, enter this field for each cost row.
Enter the number of people that may be placed on a
waiting list in the Wait List text box.
This field is optional. If there are multiple costs, enter this field for
each cost row.
The Wait List comes into play when the number of registrants has reached the
maximum attendees number. The next registrations will be added to the
wait list. The number of registrations added to the wait list will not
exceed the number in the Wait List field. Registration requests coming
in after the maximum wait list number, will be turned away. Wait list
registrations will be given FIFO (first in - first out) preference.
If you want to allow members to register other members
of the organization, click the Register other members check box in
the Members May area.
When the Register Other Members check box has a checkmark, it allows members
of an organization who have logon accounts to register other members in
their organization. This field is optional.
If you want to allow members to register anyone
(members and non-members), click the Register Anyone check box in the
Members May area.
This field is optional. When the Register Anyone check box has a checkmark,
it allows members to complete online registration for other people who are
not members of the organization. At the time of registration, the
non-member's name and either their email address or their phone number may
be required.
If you want the email address and/or phone number to be
required for non-member registrations, check the Email address and/or
Telephone number checkboxes.
A checkmark in a checkbox indicates that the requirement is turned on.
These fields are optional.
When users can register non-members, or if anyone is allowed to register,
first and last name is always required for every non-member registrant.
Optionally you can specify whether to require phone number, email address or
both for non-member registrants.
These properties are ignored when registrations are not allowed for
non-members.
If a discount can be taken for early registration and
payment, enter the applied before date in the Early discount applied before
text box.
You can optionally use the
pop-up calendar to select the date. This field is optional.
If an early discount can be taken, enter the discount
amount per registrant in the Early Payment Discount text box.
This field is only required if you have entered an Early Discount date.
If you want to apply a late fee for registrations after
a certain date, enter the date in the Late Fee applied after text box.
You can optionally use the
pop-up calendar to select the date.
Late fee applied after is the date an additional fee for late registrations
is assessed to register for an event. If using online event registration,
event costs after this date will automatically add the Late Fee Amount.
This field is optional.
If a late fee applies, enter the amount of the fee in
the Late Fee Amount text box.
This field is only required if you have entered a Late Fee date. The Late
Fee Amount is the additional monetary amount charged if payment is not made
before the Late fee applied after date.
The late fee is always shown as a separate item when viewing details of the
activity, and within the online and email receipts. The late fee amount is
always applied per registrant for that registration. It is calculated as:
Late Fee Amount X Total Registrants = Total Late Fee Charged.
If you want anyone to be able to register for the
event, click the Anyone radio button. Otherwise, click the Only
Members who have signed in radio button.
When the Anyone radio button is selected, it allows anyone to
register online for the event.
When the Only Members radio button is selected, only members of your
organization and other organizations you designate who have logon accounts
can register on-line. When Members Only is selected, the person is
automatically prompted to sign on, if they have not already, when attempting
to register.
If you want to set a cancellation policy for the
component in which a percentage of the registration cost is charged for a
late cancellation of a registration, select the percent amounts and the
cancellation dates from the Cancellation Policy lines.
You can select a percentage from the first drop-down list in each line and
enter a cancellation date in the date text box in each line. You can
optionally use the
pop-up calendar to select the date.
Cancellation Policy specifies the refund of money once paid. The policy is
displayed when viewing details of the event and when making a payment
online. If a person registered online, they can cancel their registration
based on the policy.
If you want to allow the person who completed the
registration to be able to change the non-member names, click the Modify
Registrants checkbox.
A checkmark in this checkbox indicates that the names can be changed.
You can optionally enter a date in the text box on this line so that there is a specific timeframe allowed for name changes.
When you are through entering the session information,
click the Save button at the bottom of the page.
The Manage Program page will be displayed.
You can click the Done button to return to the Manage Programs page.
Tips:
If you have a question about a field, click the question mark icon next to it to receive a description of the field.