General information about services and courses

What is the sense of service categories ?

Before you can create any course or service, you (or your administrator) must have created "service categories". Service categories have the following sense:

  • They predefine accounting information (for the invoice item generation during an invoicing run): account credit, cost center and cost carrier.

  • They help you to classify your services and courses for an easier overview in lists

    [Important]Important

    If you do not define any account credit, cost center or cost carrier in an individual course or service, the system will derive the values from the corresponding service category during the invoicing run.

Publish a service or course (and show a list of services and courses on your webpage)

A service or a course can be published by selecting it in the overview list and clicking on the "publish" button. The state will change to "published". The effect is that from now on the course will show up in the list of courses that can be downloadad via an interface (HTML or XML/RSS) and that can be used to show a list of available courses or services with detailed information on another webpage e.g. of your organization. This way interested people can see the booking situation of a course and all further details.

The download of this data via the interface is only possible if in the preferences of the PA-administration module, the publishing of courses and services is enabled,.

In order to get the data of published courses from the interface, put the following piece of HTML code into your web page and also download the Java script file prototype.js from www.prototypejs.org/download and put it into a directory called "javascripts" that must be in the directory of the web page on the server.

<script src="/javascripts/prototype.js" type="text/javascript"></script>

Every client has his "sub domain" - you must replace in the above script the text "demo" with the "sub domain" of your own client.

Then, on the position where you want the list of courses and services to appear on your web page, insert the following code:

<div id="courselist"></div>
<script type="text/javascript"> 
//<![CDATA[
new Ajax.Updater('courselist', 'http://www.ev-manager.com/demo/courselist/childcourses, childservices.html', { method: 'get' });
//]]>
</script>

Also here you must replace in the above script the text "demo" with the "sub domain" of your own client.

If you only want to see courses then replace .../childcourses, childservices.html with .../childcourses.html

If you only want to see services then replace .../childcourses, childservices.html with .../childservices.html

An example of a CSS stylesheet to give the appearance of a table could be:

* Styles for the courselist */

div#courselist {
 width: 900px;
 background-color:#FFFFFF;
 margin: 20px auto;
}

div#courseTitleTemplate {
 font-size:smaller;
 color:#000000;
 background-color:#EEEEEE;
}

div.courselist_coursenumber {clear:both; float:left; text-align:center; width:90px;}
div.courselist_name {float:left; width:200px; }
div.courselist_participants {float:left; text-align:center; width:110px; }
div.courselist_no_of_registrations {float:left; text-align:center; width:110px; }
div.courselist_price {float:left; text-align:center; width:110px; }
div.courselist_inscriptionfee {float:left; text-align:center; width:110px; }
div.courselist_description {clear:both; font-size:smaller; margin-left: 90px; width: 800px;}

Editing the date of a registration

In the edit mode of a service or course you can change the date of a registration of a registered person. The date of a registration can directly be edited in the list. Any change will be written immediately to the database after leaving the field again.

Be aware that the date format is in reverse order YYYY.MM.DD hh.mm.ss to enable a sorting by the exact date and time.

Confirm a service registration

If you want to confirm one or more service registrations, select them in the list and click on the icon with the green flag. The status will be updated to the state "confirmed". The system will not change the status if the change does not comply with the internal "work flow" logic for the status.

Reject a service registration

If you want to reject one or more service registrations, select them in the list and click on the icon with the red flag. The status will be updated to the state "rejected". The system will not change the status if the change does not comply with the internal "work flow" logic for the status.

Make a registration invoiceable

If you want to include one or more service registrations in the next invoicing run, select them in the list and click on the icon with the banknote and the small green plus sign. The status will be updated to the state "invoiceable". The system will not change the status if the change does not comply with the internal "work flow" logic for the status.

If you want to remove the registration again from the next invoicing run, click on the icon with the banknote and the small red minus sign.

Sending the current registration status to selected registered persons via email

In order to give the registered persons information about their current registration status, the system can send predefined emails to the registered persons. Therefore select in the list of registrations the ones you want to inform and click on the following icon:

The system will send two types of emails, depending on the status of a registration:

  • Information about the rejection of the registration if the state is "rejected"

  • Confirmation of the registration if the state is "confirmed", "invoiceable" or "invoiced"

[Warning]Warning

If a registration is still in the state of "pending", no email will be sent to the registered person, even if you selected it.

Sending a participants list via email to the registered persons

In order to give the registered persons information about the other participants, select in the list of registrations the ones you want to inform and click on the following icon:

The system will send a list with the names of the participants to the selected persons.

Sending a manual email to the registered persons

In order to send a manual email to participants, select in the list of registrations the ones you want to inform and click on the email icon. In a new window you can now write the email and send it.