Transcript Document

Student Manager 8
Courses
An ACEware Presentation
Agenda
Screen
Basics
Modules
& BuiltIns
A few
helpful
tips
Let’s
build a
course!
Favorite Reports
You’ve
waited
forever!
Favorite Reports!
Pick your 10 favorite reports to
create a personalized list
Course Screen Basics
Course code and Title are
the only required fields
on the course screen
Course Types
For Independent Study Classes (Optional Module)
To track Sales of items (not classes).. Ie books, Supply Kits
Allows ACEweb to do special handling for on line class
Implements a membership tracking process
Is “normal” or regular class (typically the default)
A HOLD status.. Used when building course.. TBD
Allows tracking of sub events within a course/program
Categorizes class as a contract program (primarily reporting)
For ACEweb.. Enables multiple “Seat” purchases on line
For ACEweb .. Enables open entry donations online
Optional Module – bundles classes
Checking the Active option means a course
is open for enrollment
NOTE: IF you Regularly DEACTIVATE Courses,
your registration staff will LOVE you!
( SPEEDS
This allows
youUP
to Registration)
hide courses
that have already started
(no longer taking reggies)
or, for future classes,
when you are not ready
to open the class for registration
Mass Change
option will activate
and deactivate groups
of courses
But, let’s leave this task
for your org’s KOF (key
operator)
A locked course does not allow
anyone to add or edit
registrations
• For accounting purposes lock a course
to prevent changes. Eg: after final
Audit.
NOTE: All Fields with a + by them are ones
Wher YOU get to enter/edit/set up the values
to be used!!!
Validated fields have a drop down arrow.
The validation list helps keep your data
clean and useful
Entries for:
CEU’s, Hours, and Credits will
automatically be “granted” to
every registration…
Take ‘em away
if they don’t earn them
The Subject Code on the course screen will be
added to students' Interest code list when
they enroll in the course
Please
use the
Subject Code
We’ll beg!
IMPORTANT IMPORTANT IMPORTANT…
This ONE field is probably the most useful tool
to help you market and evaluate your course
offerings IN THE SOFTWARE! ! !
Hey Matthew . . .
We LOVE the new
calendar!
General Room Use
A NEW feature that helps if you have LONG classes
Room Use
allows edit of date,
location and hours
Grouping Codes
A big BIG deal for ACEweb
(also for tracking Certificate Programs)
Webinar Archive…
We have a webinar on that: Under Student
Manager Operations / Certificate Tracking
Location
Don’t Miss Quick Reports!
Additional Info (UDFs)
Enter an alternate code that can be used in
catalog generation & ACEweb
Special or Conference
registration times
Path and the name of the attachment emailed
with registration confirmations
Checks with the membership course
Email addresses of people who should receive
listed here to see if they are eligible tonotification when someone enrolls in the
enroll
course online
List the sponsoring firm for a contract
class
Additional Info (UDFs)
User Defined Fields
are displayed on the bottom of the Additional Info tab
Label these fields in Preferences / Courses
UDF Reminders
Activation of
UDFs are
user specific.
UDF Labels
(Blue)
are global
Each user
must enable
the fields
they will use
They are the
same
for all users
(Can ONLY be
Changed by
Administrator)
Set up
data validation
for Character
and Number
UDF’s
using a
plus sign
(to be covered
In “Codes”
webinar)
You can
display the
contents of
a course
UDF on
the
Main Tab
Of the
Course Screen
Course Fees
Main Fees
Many options:
Show on Web / or not
Make “Private”.. Members only
Expire Early Bird Fees automagic
Mandatory Optional Fees
Coupon Discount Fees
( See Help Guide)
Main Fees – the fee an individual pays
when registering for a course.
Unlimited - Student picks ONE
Other Fees
Other Fees – An unlimited number of Other fees
may be set, and an individual may pay several fees.
Instructors
Begin by clicking the Plus
Sign [+] to the left of the
Current Instructors field.
Completing
the instructors
pay schedule
Add as many
area allows you to
as
you
want…
create faculty contracts/agreements
eachand
onegenerate
with their
own
pay rate.
payroll
requests
Comments Screen
Registration Warning Message –
Document
– this
WhenReference
you register
someone,
Right-click
on the
fieldfor
entry
open
note will
pop up (also
works
WebtoRegistrations)
the document for viewing/editing/printing purposes
Note – Notes that you want to print on registration receipts.
Useful to notify individuals of special instructions
Modules & Built-Ins
Additional Modules
Package Courses – bundle courses for
convenience and profit $1,495
Attendance – keep track of who and when $995
ACEweb – Your 24/7/365 employee
Built Ins
Budget & Pocket Ledger – track every dime!
Memberships – tracks member discounts
Workshops – conference breakout
sessions & more
Check the archives!
For each Module & Built-in there is a corresponding
webinar in the webinar archives
Helpful Tips and Hints
Holidays
Paving the
parking lot?
Re-routing
for a parade?
Holidays
can be
location
specific
Mass Register
helps you move participants from
this class, to a second class
Changes the Sort Order
when using Next/Prior
Chuck’s Favorites!
F2 – Quick Count
F5 – Name Locator
Clone Course
Enter a new course number and answer
option questions.
Voila!
You’re done
Running the same class again?
Clone Course
Mass
Clone
Courses
Send Students an Email Class Reminder
Set # of Days
On the Course Preference
screen, set the number of
days prior to class that
the reminder can be sent
Check the box to
activate the option
for a specific
course
To send emails for this
course
And MORE……
You have a Plethora of
tools.. To help manage
courses..
We don’t mean to brag, but . . .
We have the best online help in the business!
Questions
[email protected] / 800-925-2493
Our next webinar . . .
Wednesday, May 28, 2014
1:00 Central
Registrations
registering for this webinar also registered you
for the next webinar!
Find US Online!
Search for
“ACEware Systems”
•
•
•
•
•
Student Manager Help
Software Updates
CE Current Events
Social Media Help
Interesting Help
• Special Deals
• Event Updates
• Tutorials
ACEware Systems