Transcript Conference Registration

Registration Module
Naomi Wyles
ASTeC, Daresbury Laboratory
General Functionality
• Registration module is a tool to manage people,
activities and cash flow
• Can be used for the main event (the scientific
program of a conference) and sub events such
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Satellite meetings
Socials
Excursions
Industrial exhibitions
Accommodation
General Functionality
• Everyone who attends a conference needs
to be registered
– Delegates
– Companions
– Exhibitors
– Staff
• All registrations must take place through
an existing JACoW profile (companions do
not need to register in their own right)
Data Flow - General
• A user will enter data into a registration form
(designed in the SPMS registration module)
• SPMS will then use this data to charge the
person the correct amount of money to attend
the conference
• The administrator can process the registration
and note when payment is received
• Data such as numbers of delegates attending
particular events and cash flow can be extracted
using SPMS
Data Flow - Payments
• A user will specify a payment method when they
register
• Credit card data is stored securely by SPMS
• The card then needs to be processed
• Bank transfers need to be checked
• Administrator needs to record that payment has
been received
• If payment is not received then reminders are
automatically sent
• A receipt for all registrants can then be
generated by SPMS to be given to delegates at
the conference
How to set up a registration form
• Work out what data you require and
therefore what questions you need to ask
on the form
• Work out what type of data you require as
the answer to each question e.g. date,
string or number
• Work out a logical order to put the
questions in
Registration Form – Define Fields
• First of all you need to define your fields
• A field includes
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A prompt (to describe the input required by the user)
A data type (date, string or number)
A display type (choice of text box, yes/no, pop-up)
A list of pop-up choices (if pop-up is selected)
Any fees associated with the field
Length of input (for text boxes)
Whether the data is required
The option to fix the length of the input
The option to delete the field
Registration Form – Define Fields
Registration Form – Build Web Pages
• Next you need to build the registration page
• You do this by adding the fields in the correct
order to the page builder
• You can then add other explanatory
comments in between the fields
• A field cannot be modified if it is in use on a
registration page or if it has been used by a
registrant
Registration Form – Build Web Pages
Registration Form – Build Web Pages
Registration Form – Build Web Pages
Registration – Administrators Role