EV-Manager user manual
EV-Manager user manual
27.7.2009
Table of Contents
1. General information
System requirements
Internet connection bandwidth
Internet browser
Processor speed of the end user computer
Java script and cookies
Security
Password handling
Data backup
Generic functionality
Internationalization
Email sending
Usability and GUI details
Screen elements
Colour schemes
Drag & drop functionality
Field validations
Table handling
The application modules
2. System module
System settings
Clients
Roles and rights
Roles
Role sections
Permissions
RSS news feeds
System diagnostics
3. Client (Mandant)
Maintain users
User substitutes
User groups
Applications
RSS news feed of a client
Client setting
4. Home
My user data
My substitutes
5. PA Administration
Select school year
Parents
Creating or editing parents
Creation of children data while editing or creating parents
Deleting parents
Geocoding of parents addresses and route calculation to school
Send a mass email to parents
Children
Editing children
Deleting children
Geocoding and route calculation to school
Send a mass email to the parents of many children
General information about services and courses
What is the sense of service categories ?
Publish a service or course (and show a list of services and courses on your webpage)
Editing the date of a registration
Confirm a service registration
Reject a service registration
Make a registration invoiceable
Sending the current registration status to selected registered persons via email
Sending a participants list via email to the registered persons
Sending a manual email to the registered persons
Services for children
Services for parents
Trainers
Courses for children
Central accounting
Invoicing runs
Reports
Courses per pupil per school class
Course documents for trainer
Pupils list with addresses and parents
Emails
Sent emails
Received emails
Email templates
Data quick entering
Assign children and services
Settings
School years
Class levels
Class names
Service categories
Preferences
Pricing rules
Import children and parents
RSS news feeds
6. CRM
Persons
Companies
List of Tables
1.1.
List of available applications
2.1.
List of system settings
2.2.
List of default clients after installation
3.1.
List of default settings for applications
5.1.
available variables for designing email templates
5.2.
List of preferences for the PA-Administration module
5.3.
available variables for designing pricing rules
5.4.
List of rules to identify already existing records
5.5.
format for field types
5.6.
Column names and data formats for the parents CSV file
5.7.
Column names and data formats for the children CSV file
