Difference between revisions of "Staff"

From zFairs Contest Management
 
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'''How to Create Additional Admin or Staff User Accounts:'''
 
'''How to Create Additional Admin or Staff User Accounts:'''
 
(PLEASE NOTE: Only Admin Users can create other Admin User Accounts. Only Admin or Staff Users can create additional Staff User Accounts.)  
 
(PLEASE NOTE: Only Admin Users can create other Admin User Accounts. Only Admin or Staff Users can create additional Staff User Accounts.)  
# Log in with your Admin or Staff username and password.
+
# Log in with your Admin or Staff username and password
# Click on "Create Account" and "Staff".
+
# Click on "Create Account" and "Staff"
# Provide a username, first name, last name, and email address of the Admin or Staff User.
+
# Provide a username, first name, last name, and email address of the Admin or Staff User
# Select "Save and Continue".
+
# Select "Save and Continue"
# An email will be sent to the User to finish setting up their account. Admin can bypass the email and finish setting up the account by selecting "Bypass Email".
+
# An email will be sent to the User to finish setting up their account. Admin can bypass the email and finish setting up the account by selecting "Bypass Email"
# Continue to set up account by creating a password for the new user.
+
# Continue to set up account by creating a password for the new user
# Select "Save and Continue".
+
# Select "Save and Continue"
# You can click through any other information screens as long as it is not required information, and finish creating the account.
+
# You can click through any other information screens as long as it is not required information, and finish creating the account
# Provide your website and the new username and password to the Admin or Staff Member for whom you have created the account. Encourage them to log in, change their password as desired and update their profile information.
+
# Provide your website and the new username and password to the Admin or Staff Member for whom you have created the account. Encourage them to log in, change their password as desired and update their profile information
 
''Note: If creating the account for another admin, you will need to click on the users name under the "People" tab and change their role to "Admin" to grant them full editing access.''
 
''Note: If creating the account for another admin, you will need to click on the users name under the "People" tab and change their role to "Admin" to grant them full editing access.''
  
 
== Removing Users ==
 
== Removing Users ==
# Click "People".
+
# Click "People"
# Use the search box to look up a specific user or just locate them on the list.
+
# Use the search box to look up a specific user or just locate them on the list
# Click on their name.
+
# Click on their name
# Click "Delete".
+
# Click "Delete"
  
 
== View Directory ==
 
== View Directory ==
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== Change Username ==
 
== Change Username ==
# Click "People".
+
# Click "People"
# Search for the person who needs their username changed.
+
# Search for the person who needs their username changed
# Click on the user's name.
+
# Click on the user's name
# Click "Change Username".
+
# Click "Change Username"
# Set the username to the desired username.
+
# Set the username to the desired username
# Click "Change Username".
+
# Click "Change Username"
# Notify the individual of their new username.
+
# Notify the individual of their new username
  
 
== View/Edit User Information ==
 
== View/Edit User Information ==
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In order to view and edit information for teachers, judges, volunteers, and staff:
 
In order to view and edit information for teachers, judges, volunteers, and staff:
# Click "People".
+
# Click "People"
# Search for the person to edit and click on their name.
+
# Search for the person to edit and click on their name
# Click on "Edit/View".
+
# Click on "Edit/View"
  
 
== Combining Participant Entries ==
 
== Combining Participant Entries ==
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== Tracking Student Registration Fees ==  
 
== Tracking Student Registration Fees ==  
 
=== Option 1 ===
 
=== Option 1 ===
# Click "Staff".
+
# Click "Staff"
# Click "Fee Tracking".
+
# Click "Fee Tracking"
# You can now filter by school or search for student.
+
# You can now filter by school or search for student
 
=== Option 2 ===
 
=== Option 2 ===
# Click "Staff".
+
# Click "Staff"
# Click "Invoice Management".
+
# Click "Invoice Management"
# Click the invoice number to view the invoice.
+
# Click the invoice number to view the invoice
  
 
== Sending Email Blast ==  
 
== Sending Email Blast ==  
# Click "Staff".
+
# Click "Staff"
# Click "Email-Students, Teachers, Volunteers, or Staff".
+
# Click "Email-Students, Teachers, Volunteers, or Staff"
# Select the desired recipients and fill out the message as directed.
+
# Select the desired recipients and fill out the message as directed
# Click "Send".
+
# Click "Send"
  
 
== Auto Assigning Awards ==
 
== Auto Assigning Awards ==
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* You can print the "Category Judging Pro Sheet" from the Report viewer which can assist in manually entering awards.
 
* You can print the "Category Judging Pro Sheet" from the Report viewer which can assist in manually entering awards.
  
# Click "Staff".
+
# Click "Staff"
# Click "Assign Awards".
+
# Click "Assign Awards"
# Filter Projects based upon Division/Category/Grade.
+
# Filter Projects based upon Division/Category/Grade
 
# You have two options for inputting awards:
 
# You have two options for inputting awards:
#* Click "Quick Assign" which will guide you through the list of projects and allow you to assign each one.
+
#* Click "Quick Assign" which will guide you through the list of projects and allow you to assign each one
#* Click on a specific project and select award.
+
#* Click on a specific project and select award
  
 
== Creating Special Awards ==
 
== Creating Special Awards ==
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# Click "Staff"
 
# Click "Staff"
 
# Click "Assign Special Awards"
 
# Click "Assign Special Awards"
# Click "Configure".
+
# Click "Configure"
 
# Click "Add"
 
# Click "Add"
 
# Fill in all the information about the special award
 
# Fill in all the information about the special award
# Click "Save" at the bottom of the page.
+
# Click "Save" at the bottom of the page
# Exit (x) editor and add more awards if needed.
+
# Exit (x) editor and add more awards if needed
  
 
== Assigning Special Awards ==
 
== Assigning Special Awards ==
  
# Click "Staff".
+
# Click "Staff"
# Click "Assign Special Awards".
+
# Click "Assign Special Awards"
# Under the Assign tab, Next to the award you are assigning, click "Assign Awards".
+
# Under the Assign tab, Next to the award you are assigning, click "Assign Awards"
# Under "Entries", search for the desired project.
+
# Under "Entries", search for the desired project
# Click "Assign Awards" after project is selected.
+
# Click "Assign Awards" after project is selected
  
 
== Accessing Reports ==
 
== Accessing Reports ==
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# Select Fair/Contest you would like to view
 
# Select Fair/Contest you would like to view
 
# Click "Get Results"
 
# Click "Get Results"
 +
 +
[[File:ZFairsIcon.png|left]]

Latest revision as of 17:27, 23 January 2025

Fair/Contest Setup

For information on setting up your fair see: Fair/Contest Setup

Creating Admin or Staff User Accounts

How to Create Additional Admin or Staff User Accounts: (PLEASE NOTE: Only Admin Users can create other Admin User Accounts. Only Admin or Staff Users can create additional Staff User Accounts.)

  1. Log in with your Admin or Staff username and password
  2. Click on "Create Account" and "Staff"
  3. Provide a username, first name, last name, and email address of the Admin or Staff User
  4. Select "Save and Continue"
  5. An email will be sent to the User to finish setting up their account. Admin can bypass the email and finish setting up the account by selecting "Bypass Email"
  6. Continue to set up account by creating a password for the new user
  7. Select "Save and Continue"
  8. You can click through any other information screens as long as it is not required information, and finish creating the account
  9. Provide your website and the new username and password to the Admin or Staff Member for whom you have created the account. Encourage them to log in, change their password as desired and update their profile information

Note: If creating the account for another admin, you will need to click on the users name under the "People" tab and change their role to "Admin" to grant them full editing access.

Removing Users

  1. Click "People"
  2. Use the search box to look up a specific user or just locate them on the list
  3. Click on their name
  4. Click "Delete"

View Directory

  • You can access the directory of the Staff, Judges, Teachers, and Volunteers involved in your fair by clicking on "Staff" then "Report Viewer"; Search for "Directory".
  • You can access a full list of all the individuals registered with an account on your site by clicking "People".

Change Username

  1. Click "People"
  2. Search for the person who needs their username changed
  3. Click on the user's name
  4. Click "Change Username"
  5. Set the username to the desired username
  6. Click "Change Username"
  7. Notify the individual of their new username

View/Edit User Information

For information on editing participant information see: Participant Information

In order to view and edit information for teachers, judges, volunteers, and staff:

  1. Click "People"
  2. Search for the person to edit and click on their name
  3. Click on "Edit/View"

Combining Participant Entries

  1. Click on the "People" tab
  2. Search and filter for "Role: Participant"
  3. Select the Participant whose project you want to keep
  4. Click "Edit/View Participant". This will open a new window
  5. Copy the Project Key which can be found under the "Entry" tab
  6. Close the window
  7. Select the other participant who is joining the project
  8. Click "Link to a project"
  9. Enter project key into the Team Key / Project Id slot. Note: you can also search for the project name, but having the key guarantees you to have the correct link
  10. Click "Link Project"

Tracking Student Registration Fees

Option 1

  1. Click "Staff"
  2. Click "Fee Tracking"
  3. You can now filter by school or search for student

Option 2

  1. Click "Staff"
  2. Click "Invoice Management"
  3. Click the invoice number to view the invoice

Sending Email Blast

  1. Click "Staff"
  2. Click "Email-Students, Teachers, Volunteers, or Staff"
  3. Select the desired recipients and fill out the message as directed
  4. Click "Send"

Auto Assigning Awards

For information on auto assigning awards see: Award Assignments

Manually Assigning Awards

  • You can print the "Category Judging Pro Sheet" from the Report viewer which can assist in manually entering awards.
  1. Click "Staff"
  2. Click "Assign Awards"
  3. Filter Projects based upon Division/Category/Grade
  4. You have two options for inputting awards:
    • Click "Quick Assign" which will guide you through the list of projects and allow you to assign each one
    • Click on a specific project and select award

Creating Special Awards

  1. Click "Staff"
  2. Click "Assign Special Awards"
  3. Click "Configure"
  4. Click "Add"
  5. Fill in all the information about the special award
  6. Click "Save" at the bottom of the page
  7. Exit (x) editor and add more awards if needed

Assigning Special Awards

  1. Click "Staff"
  2. Click "Assign Special Awards"
  3. Under the Assign tab, Next to the award you are assigning, click "Assign Awards"
  4. Under "Entries", search for the desired project
  5. Click "Assign Awards" after project is selected

Accessing Reports

To access reports see: Reports

Viewing Previous Years Results

  1. Click on "Fair" or "Contest"
  2. Click "Fair Results" or "Contest Results"
  3. Select Fair/Contest you would like to view
  4. Click "Get Results"
ZFairsIcon.png