Seminars

Seminars

Overview

The Seminar Module allows for the creation and management of courses where the attendees are visitors to the school.

Seminars is inclusive of the creation of the course via the portal module, and the on-the-day sign in and out of visitors via the kiosk. 

This can be accessed on the portal via the Organisation menu (grid icon) > Seminars.



Permissions

The SeminarAdmin permission is required for staff to administer the Seminar module. 

Please note that the school must own a kiosk and have the seminar feature activated on that kiosk for this permission to be in affect.


Adding a Course (Manually)

There are two ways to add a course to the Compass portal:

  1. Manually entering the information 
  2. Importing a CSV into the portal
A course can be added manually by selecting the '+ Course' button from the Seminar module's main page. You will then be prompted to add information, including:
  1. Course Name
  2. Course Description
  3. Course Start and Finish Date. Please note that these are the dates that the course will be displaying on the school’s kiosk between.
  4. Whether or not a food voucher will be provided by the school for this event.

Please note that the 'Course Name', 'Time Course Commences' and 'Location' are required fields, that need to be completed before the course can be added to the Compass portal.

Once all the required fields have been completed, simply select the 'Insert' button at the bottom of the page to add the Course to the portal. Alternatively, should the school wish to not save this Course, simply select the 'Cancel' button is selected.

This information will be then made available to invitees of the course, once information is sent to them via the email function available. This information will also appear on an attendee's visitor pass when they sign in via the kiosk, on the day of the course.


CSV Import of a Course

A course can be imported into the Seminars module via the 'CSV Import of Courses' tab in the seminars module.



Simply select the 'Choose File' option, select the relevant CSV file, and then the 'Upload' button.

This CSV file must be configured as following:

CourseName, Commence Time, Conclusion Time, Location, Information, Meal Voucher (TRUE or FALSE).

e.g. "Compass Training Session", 2019-10-20 15:00", "", 'The Hall", "How to use the Seminar Module of Compass", "FALSE" 

Please note that the date and time must be YYYY-MM-DD HH:MM (e.g. 2pm on 20th of October would be 2019 is 2010-10-20 14:00)


Below is an example of how this information can be entered into a spreadsheet program, before being converted into a CSV file. 

If successfully uploaded, a message will display saying that the CSV was successfully imported into the Compass portal. This course can then be viewed by navigating back to the Seminar modules main page and locating the course under the Course list.


How to Edit Course Details

To edit or remove a course, navigate to the seminar module's main page, Manage Courses tab

     

Edit
From here, select the Pencil icon to the right of the course's title.

Remove
From here, select the 'X' to the right of the desired course.
Please note that editing or removing a course will not alter any previous communication sent to invitees


Adding Invitees

Invitees can be added to the course manually, or via a CSV upload. 

To manually add invitees to a course, input the Name, Email and Phone Number (if relevant) of the invitee you wish to add via the seminar course's main page, 'Invitees' tab. 

     

A invitees list can also be imported into the Seminars module via  via the seminar course's main page,  'CSV Import of Invitees' tab.

     

Simply select the 'Choose File' option, select the relevant CSV file, and then the 'Upload' button.

Please note that this CSV file must be configured as following:

Name,Email,PhoneNumber

For example:

"John Smith", "johnsmith@email.com", "123456789"

Below is an example of how this information can be entered into a spreadsheet program, before being converted into a CSV file. 



This import will add and update the invitees list.


Editing/Removing Invitees

To edit or remove an invitee, navigate to the seminar course's main page, 'Invitees' tab. 



Edit
From here, select the Pencil icon to the right of the desired invitee's information line

Please note that editing invitees information will not resend previous communication

Remove
From here, select the Red 'X' to the right of the desired invitee's information line

Please note that removing invitees will not remove any previously sent communication


Email Invitees

To communicate with Seminar invitees, emails can be sent via the 'Email Invitees' tab, from the Seminar's main page. 
These emails can be sent individually to invitees, or to all attendees. 

     

Sending a Bulk Email


Once an email has been composed in the text box, the email can be sent via the 'Send Email' button in the lower right-hand corner of the page. 

Sending Individual Emails


Once an email has been composed in the text box, the email can be sent to an individual invitee by selecting the letter icon beside their name, from the recipents table. 



Alternatively, emails can be sent to individual recipients via the seminar course's main page, Invitees tab. 
This can be achieved by selecting the letter icon to the right of an individual recipients name, as displayed below: 

     

Adding a Reply Address

The reply address is the email address will be visible to invitees, and will be where email responses are delivered to. This address can be added or updated in the lower lefthand corner of the 'Email Invitees' tab. 


Filter Recipients

Staff have the ability to filter the email recipient list by selecting the 'Filter' dropdown menu, above the table of email recipients.
Invitees can then be filtered by those who have never been emailed before, and those who have been previously emailed.



Please note that emails will only send to invitees with a valid email address. 


Seminar Attendees

Seminars will display on the school's Kiosk on the days in which it is set to be running.
Attendees can navigate to this by selecting the 'Visitor Sign In' icon from the Kiosk's main menu, then locating the course name under the seminar option and signing in with their details.

Attendees are asked to select the Seminar name from this list, and follow the prompts to register their arrival. This will print a visitor pass for the individual.

To sign out at the end of the day, attendees can select to the 'Visitor Sign Out' icon on the Kiosk's main menu, then input the visitor pass code recorded on their pass (Compass Kiosk Pro) or name (Kiosk Lite) to sign out.

Please note that the following kiosk features are required for this course to successfully display on the school’s kiosk:

1.Visitor Sign In
2.Visitor Sign Out
3.Other Visitors

These features can be enabled by our support staff, via a written email request sent to support@compass.edu.au, from a Compass Sponsor, or member of the school's leadership team.


Attendee Administration

You can monitor attendee's arrivals and departures via the Visitor Register within the Compass Portal.

The Visitor Register can be located via the Community Menu (people icon) > Visitor Register.

Here, a list of all visitors registered at the school will display, filtered by most recent sign-in. Attendees of a seminar will display under the Courses section, once signed-in. The information displayed here will include the attendee's name, their mobile number (if provided), the time and date in which they signed-in on the Kiosk, and the time that they signed-out on the Kiosk.

In the case of an emergency, all registered visitors, including Seminar attendees, will appear on the last page of the Daily Summary/ Emergency CSV reports.