Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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Youwillhaveaccesstoyourownprograms,whichyouwillbeabletoaccessfromtheMaindashboard:Clickon“4‐HWildWestCamp…”underCamps.

TheDashboardisaneasyplacetogetaquickoverviewofhowmanypeopleareenrolledandalsotoaccessdifferentpartsofyourProgrameasily.YourindividualcampsareunderCampOptions,butpeoplearegettingthelinkforthe4‐HWildWestCampBundlewhichallowsthemtoseethemallcampsinalistandregisterformorethanoneatatime.Youcanclickontheorangeheadingstoaccessthatpartoftheprogram.Pleaseonlyusethefollowingfeatures:CampsaccessthemaindashboardtoseeanoverviewofregistrationsataglanceCampOptionaccessindividualcoursestochangeinfolikecaps,locationetc.Registrationswilltakeyoudirectlytothelistofpeopleregistered,witharighthandmenutogiveyouraccesstoRegistrationsinProgressandcancelledRegistrations.EmailwillletyousendemailstopeoplewhohaveregisteredandthosewhoareinprogressReportinggivesyouaccesstoallyourreportsClickingonanyoftheseitemswilltakeyouawayfromthemainDashboardmenu.Togetback,clickonthe“little”HomeundertheOSUlogo.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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I.ToRegisterawalk‐incustomerwhodoesnothavecomputeraccess,fromtheMaindashboard:Clickon“4‐HWildWestCamp…underCamps.ThatwilltakeyoutothegrayCampDashboard.Clickonthebutton“+NewRegistration”inthegraymenuwindowontherighthandsideofthescreen.

TheNewRegistrationwindowwillopenandyouwillclicktheradiodialnexttoSelectaPerson(AdminOnly),andthenclickthe“+NewMinor”button.

Enternameinfointhegreenwindowthatpopsup.Itwillalwaysaskyoutosearchforthepersonfirst.Afteryouenterthenameanddateofbirthoftheminor,clicktheAddNewPersonbutton.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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Followthepromptsasittakesyouthroughtheregistrationprocess.TheNewRegistrationwindowhastabsonthelefthandsidethatyoucanusetomovethroughtheregistrationprocessaswellasusingtheNextandPreviousbuttons.FieldswithRedAsterisksnexttothemarerequired.Ifyouhavetoleavetheregistrationwithoutcompletingitforanyreason,itwillallowyoutocomebackandfinishit.Tofindoutwhatneedstobecompleted,youcanclickontheWhat’sMissing?linkunderregistrationstatusbarontherighthandsidemenu.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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II.ToRecordAPayment:Youcanrecordapaymentrightaftercompletionoftheregistrationforawalk‐incustomerbygoingtothelasttabontheleftthatsaysPayment.Iftheyarepayingbycreditcardandyouclicktheradiodialnexttothatoption,itwilladdtheyellowwindowinformationandaPayNowButtonnexttoSubmitRegistrationbutton.WhenyouclickPayNow,itwillsendyoutotheMarketplacesitewhereyoucanentertheircreditcardinfo.

Ifsomeonewantstopaybycheck,theywillpausetheregistration.Theywillbringacheckintoyouormailittoyourofficeaddress.Oncereceivedyouwillhavetofindtheirregistrationbyeithersearchingfortheirnameunderthe“People”tab,orbyopeningtheRegistrations‐in‐Progresslinkfromthemaindashboard.Whenyoufindthem,clickonComplete&SubmitunderActions.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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Itwillbringyoubacktotheirregistrationinprogress.GotothePaymenttabandlookintherighthandgraysidemenufortheRecordaPaymentlink.ClickonCheckunderpaymenttype.Itwillpromptyoutoentercheckinfo,andthenclick“SubmitRegistration”anditwillcompleteandtheywillreceivetheirconfirmationemail.

Iftheyhavealreadycompletedandsubmittedtheregistration,buthavenotpaidyetandyoureceivetheircheck,youwillfindtheminthelistofstudentsinthedashboard.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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ClickontheirnameanditwilltakeyoutotheirStudentAccountandshowtheircurrentregistration.Gototherighthandmenuwindowandselectthe+RecordaPaymentbutton.Don’tusethegreenMakeaPaymentbutton.Thatiswhatthestudentusestogobackintotheiraccountandpay.Onyourend,youwanttoseethismenusoyoucanenterthecheckinformation:

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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III.Tosendemailstoregisteredparticipants,fromthemaindashboardclickonEmail.Thisisveryhelpfulifsomethingintheprogramtimesorlocationshaschangedandyouneedtoleteveryonewhohasenrolledknowofthechanges.Youcansendemailstoonesinglecamportomultiplecamps.IfyouselecttheMultipleCampOption,thelistontherightpopsup.ThefirstonthelististheBundlewhichincludesallcamps,theneachsinglecampislistedbelowthat.

InthisexampleIamshowingaprogramwithWorkshopsinBundle,verysimilartoyourcampsetup.

Select1.SingleWorkshops&WorkshopBundles,thenclicktheSelectaRegistrationItembutton.Under2.SelectSession,ClicktheSelectbuttonnexttoyourprogram,hereit’sColumbiaGorgeMaster...Under3.SelectType,itgivesyoutheoptiontosendamassemailtoallenrollees,oranindividual(ifyouwanttosendanemailtoanindividual,itismucheasiertogettheiremailaddressfromtheirregistrationinfoandsenditdirectlyfromyourownemailprogram!)Thenunder4.YoucanselecttheMessageType;tostudentswhoareenrolledormaybetothestudentswithRegistrations‐in‐Progressremindingthemofaduedate.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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ForStep1‐SelectPeople,clickonthedropdownarrownexttogroupsandchooseParticipants,chooseNormalMessagedial.UnderStep2youcanchoosetheemailaddressyouwantittocomefrom,thentypeyoursubjectline.Eraseortypeoverthe“Typeamessagehere”lineandthelinesoftextunderneathit,thencomposeyourmessagetotheparticipants.InStep3youcanseewhatyourmessagewilllooklikeinthePreviewwindowontherightwhenyouclicktherefreshbutton.Ifyouaresureyouhavealltheinformationcorrect,youcanclicktheSendMessagesbuttontosend.Note–Thereisnospell‐checkinthisemailwindow.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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IV.HowtoPrintHealthCardsClickontheCampOptionyouwanttoprintHealthcardsforandclickonthefirstparticipanttoopentheirstudentaccount.

SelectthebigorangebuttonontherightthatsaysPrintEmergencyInformation.ItwillbringupanewwindowandyouselectGeneratePDFatthetopandthenyoucanprintit.Youhavetoprintonestudent’sHealthcardatatime.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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IV.DownloadingReports FromthemainDashboardyouhaveaccesstotheReportingmenu.

ThemostusefulreportsareonthePrintableDocumentsandSpreadsheetsTabs

PrintableDocumentsisgoodtouseforaquickrosterornametags,butthemajorityofyourreportswillprobablycomefromtheSpreadsheets.CurrentEnrollmentsreportcangiveyouenrolleeinformationataglance.

Ideal‐LogicUsersGuideforAdministratorshttps://apps.ideal‐logic.com/osupne

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ByClickingonthedownarrow nexttothewheel,youcandownloadittoanExcelsheet.YoucanalsocustomizethereportcalledRegistrationstoshowalltheanswerstothecustomquestionsthatyouaskedintheregistrationprocess,alongwithaddress,contactanddemographicinformation.Ifyouneedhelpwiththereportingafteryourevent,youcanalwayscontactPACEforhelp.ThereissomuchinformationavailableintheReportingfunctionthatIamonlyabletogiveabarebonesviewhere.NOTE:Iuseddatafromanothercounty’s4HProgramsinceyoursdidn’thaveanyenrollmentsyet.V.ContactPACEstaffforthefollowing:

ToCancelaRegistrationandprocessacreditcardrefund Toaddorremovestaffadminaccesstotheprogram Ifanyotherissuescomeup

 Susan Dredge  Susan.Dredge@oregonstate.edu Enrollment Specialist | Professional and Continuing Education | Oregon State University� 4943 Valley Library Corvallis, OR 97331‐2132 | 541‐737‐5759